Top Institutional Investors

iA Global Asset Management Inc. — 13F Holdings & Portfolio

CIK 1969566 · latest 13F-HR filed 2026-10-29

Backtest portfolio

iA Global Asset Management Inc. manages $8.54B in 13F-reported U.S. long-equity assets across 484 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (7.37%), MSFT (5.88%), AAPL (5.07%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 130 new positions and exited 111; 156 existing positions rose in reported value and 143 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$8.54B

Long-equity book

Holdings
484

Distinct positions

Period
2026-09-30

Filed 2026-10-29

Q/Q Activity
+130 / −111 / ↑156 / ↓143

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA7.4% · -4%MSFT5.9% · -2%AAPL5.1% · -1%AMZN4.3% · -5%META3.4% · +38%GOOGL2.6% · -4%GOOG2.1% · -8%MU2.1% · -17%USHY2.0% · +5%TSM2.0% · -6%AMD1.9% · +24%AVGO1.8% · -2%INTC1.2% · +7%TSLA1.2% · +32%CMS1.1% · +9%EFA1.1% · +505%JNJ1.1% · +2%UNH1.1% · -16%V1.1% · -28%MA1.1% · -31%VCLT1.0% · +8%TMO1.0% · -35%LRCX0.9% · +0%PM0.9% · +33%SPCX0.9% · +2057%JPM0.9% · -5%UNP0.9% · +2%EMB0.9% · +45%SJNK0.9% · -23%COST0.8% · +6%WMT0.8% · -15%STX0.7% · +7%BAC0.7% · +15%PLTR0.6% · +1%APO0.6% · +103%MBB0.6% · +105%NEM0.6% · +41%AMAT0.6% · +3%CSCO0.6% · -3%SUNC0.5% · 0%SPY0.5% · +43%IEMG0.5% · -7%MRVL0.5% · +47%QQQ0.5% · +1%SNDK0.5% · -27%PANW0.4% · -3%BCI0.4% · newWDC0.4% · +6%NFLX0.4% · -10%CCJ0.4% · -19%RSG0.4% · +73%TDG0.4% · -17%IEFA0.4% · +6%LLY0.4% · -16%CRWD0.4% · +184%CARR0.4% · 0%LIN0.4% · -12%PG0.4% · +3274%GE0.4% · -30%ICE0.4% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 36.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 4, 2026.

Address
666 THIRD AVE
6TH FLOOR
NEW YORK, NY 10017
Phone
(212) 581-2000
Website
Name Title / Status Ownership Type
LERNER, ANDREW, S ControlMANAGING PARTNER
since Jan 2000
75% or moreIndividual
VITON, RICHARD, LOUIS ControlPARTNER
since Dec 2008
Less than 5%Individual
Ownership & leadership changes · 5 filings with changes since Apr 2, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 10, 2026 filing
  • No longer listedPERLMAN, MATTHEW, B · PARTNER · Less than 5% · control person · listed since Jan 2018
Mar 10, 2021 filing
  • ChangedPERLMAN, MATTHEW, B · title PRINCIPAL → PARTNER
Mar 22, 2019 filing
  • No longer listedBARIS, BRETT, GEOFFREY · PARTNER · 10–25% · control person · listed since Jan 2000
  • No longer listedHAMMER, FREDERICK, STUFT · CO-CHAIRMAN · 25–50% · control person · listed since Jan 2000
  • No longer listedLICHTEN, ROBERT, MARTIN · CO-CHAIRMAN · 25–50% · control person · listed since Jan 2000
  • AddedPERLMAN, MATTHEW, B · PRINCIPAL · Less than 5% · control person
  • ChangedLERNER, ANDREW, S · ownership 25–50% → 75% or more
Mar 26, 2018 filing
  • No longer listedMAFFEO, ALEX, CHRISTIAN · PRINCIPAL · Less than 5% · control person · listed since Jan 2016
  • AddedVITON, RICHARD, LOUIS · PARTNER · Less than 5% · control person
Mar 15, 2017 filing
  • AddedMAFFEO, ALEX, CHRISTIAN · PRINCIPAL · Less than 5% · control person
Apr 2, 2012 filing (earliest on record)
  • ListedBARIS, BRETT, GEOFFREY · PARTNER · 10–25% · control person
  • ListedHAMMER, FREDERICK, STUFT · CO-CHAIRMAN · 25–50% · control person
  • ListedLERNER, ANDREW, S · MANAGING PARTNER · 25–50% · control person
  • ListedLICHTEN, ROBERT, MARTIN · CO-CHAIRMAN · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

iA Global Asset Management Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA Corp NVDA 67066G104 $628.6M 7.37% 2,752,643 SH
2 Microsoft Corp MSFT 594918104 $502.1M 5.88% 978,859 SH
3 Apple Inc AAPL 037833100 $432.6M 5.07% 1,299,061 SH
4 Amazon.com Inc AMZN 023135106 $367.9M 4.31% 1,476,472 SH
5 Meta Platforms Inc META 30303M102 $288.0M 3.37% 397,112 SH
6 Alphabet Inc GOOGL 02079K305 $224.0M 2.62% 650,870 SH
7 Alphabet Inc GOOG 02079K107 $179.2M 2.10% 525,830 SH
8 Micron Technology Inc MU 595112103 $178.3M 2.09% 167,445 SH
9 iShares Broad USD High Yield Corporate Bond ETF USHY 46435U853 $172.3M 2.02% 4,822,810 SH
10 Taiwan Semiconductor Manufacturing Co Ltd TSM 874039100 $167.7M 1.96% 367,659 SH
11 Advanced Micro Devices Inc AMD 007903107 $160.3M 1.88% 262,061 SH
12 Broadcom Inc AVGO 11135F101 $154.0M 1.80% 438,595 SH
13 Intel Corp INTC 458140100 $98.7M 1.16% 820,776 SH
14 Tesla Inc TSLA 88160R101 $98.5M 1.15% 277,739 SH
15 CMS Energy Corp CMS 125896100 $98.2M 1.15% 1,556,362 SH
16 iShares MSCI EAFE ETF EFA 464287465 $97.7M 1.15% 940,808 SH
17 Johnson & Johnson JNJ 478160104 $94.0M 1.10% 355,146 SH
18 UnitedHealth Group Inc UNH 91324P102 $92.2M 1.08% 251,076 SH
19 Visa Inc V 92826C839 $90.9M 1.07% 253,010 SH
20 Mastercard Inc MA 57636Q104 $90.0M 1.05% 163,255 SH
21 VANGUARD LONG-TERM CORPORATE BOND ETF VCLT 92206C813 $83.4M 0.98% 1,217,564 SH
22 Thermo Fisher Scientific Inc TMO 883556102 $81.2M 0.95% 120,359 SH
23 Lam Research Corp LRCX 512807306 $80.0M 0.94% 243,604 SH
24 Philip Morris International Inc PM 718172109 $79.3M 0.93% 415,562 SH
25 Space Exploration Technologies Corp SPCX 84615Q103 $79.3M 0.93% 525,330 SH
26 JPMorgan Chase & Co JPM 46625H100 $79.1M 0.93% 239,116 SH
27 Union Pacific Corp UNP 907818108 $79.1M 0.93% 290,507 SH
28 iShares J.P. Morgan USD Emerging Markets Bond ETF EMB 464288281 $77.9M 0.91% 857,072 SH
29 State Street SPDR Bloomberg Short Term High Yield Bond ETF SJNK 78468R408 $77.2M 0.90% 3,183,018 SH
30 Costco Wholesale Corp COST 22160K105 $65.1M 0.76% 71,519 SH
31 Walmart Inc WMT 931142103 $64.2M 0.75% 617,645 SH
32 Seagate Technology Holdings PLC STX G7997R103 $60.6M 0.71% 65,725 SH
33 Bank of America Corp BAC 060505104 $57.3M 0.67% 1,052,913 SH
34 Palantir Technologies Inc PLTR 69608A108 $55.2M 0.65% 295,005 SH
35 Apollo Global Management Inc APO 03769M106 $53.7M 0.63% 462,435 SH
36 iShares MBS ETF MBB 464288588 $52.3M 0.61% 583,226 SH
37 Newmont Corp NEM 651639106 $50.1M 0.59% 434,146 SH
38 Applied Materials Inc AMAT 038222105 $49.8M 0.58% 97,385 SH
39 Cisco Systems Inc CSCO 17275R102 $48.6M 0.57% 451,747 SH
40 Sunococorp LLC SUNC 86765Q106 $44.7M 0.52% 610,881 SH
41 State Street SPDR S&P 500 ETF Trust SPY 78462F103 $43.4M 0.51% 56,849 SH
42 iShares Core MSCI Emerging Markets ETF IEMG 46434G103 $43.3M 0.51% 533,266 SH
43 Marvell Technology Inc MRVL 573874104 $43.1M 0.50% 163,122 SH
44 Invesco QQQ Trust Series 1 QQQ 46090E103 $41.7M 0.49% 56,425 SH
45 Sandisk Corp SNDK 80004C200 $39.6M 0.46% 22,767 SH
46 Palo Alto Networks Inc PANW 697435105 $37.1M 0.43% 93,413 SH
47 abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI 003261104 $35.8M 0.42% 1,383,200 SH
48 Western Digital Corp WDC 958102105 $35.6M 0.42% 78,407 SH
49 Netflix Inc NFLX 64110L106 $33.9M 0.40% 486,817 SH
50 Cameco Corp CCJ 13321L108 $33.8M 0.40% 390,408 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-29 $8.54B 484 0001493152-26-049217
2026-06-30 2026-07-29 $8.42B 465 0001493152-26-035132
2026-03-31 2026-04-23 $7.06B 396 0001493152-26-018666
2025-12-31 2026-02-05 $7.84B 396 0001493152-26-005244
Filer Information
Address
1080 GRANDE ALLEE WEST.
PO BOX 1907
QUEBEC, A8 G1K 7M3
Phone
+1 (418) 684-5000
Filing Manager
iA Global Asset Management Inc.
QUEBEC, A8
Signatory
Sylvain Portelance
Chief Compliance Officer