FIL Ltd — 13F Holdings & Portfolio

CIK 318989 · latest 13F-HR filed 2026-05-15

FIL Ltd manages $128.75B in 13F-reported U.S. long-equity assets across 1,826 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RY (2.68%), MSFT (2.67%), GOOGL (2.11%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 177 new positions, exited 90, added to 342, and trimmed 476.

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

$128.75B

Long-equity book

Holdings

1,826

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+177 / −90 / ↑342 / ↓476

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SUNCOR ENERGY INC NEW$989.5M +105.9%
  • CENOVUS ENERGY INC$482.9M +74.1%
  • TEXAS INSTRS INC$461.9M +31.5%
  • CANADIAN PACIFIC KANSAS CITY$425.6M +34.7%
  • ZOETIS INC$380.1M +141.5%
Show all 342

Top Trims

  • SHOPIFY INC-$797.7M -26.9%
  • BANK NOVA SCOTIA B C-$589.1M -48.4%
  • MICROSOFT CORP-$581.6M -13.6%
  • ALPHABET INC-$438.1M -12.9%
  • HDFC BANK LTD-$435.9M -51.2%
Show all 476

New Positions

  • ASTRAZENECA PLC$910.2M
  • ARCELLX INC$268.6M
  • ISHARES TR$212.2M
  • TRI POINTE HOMES INC$159.1M
  • ALLIED GOLD CORP$153.5M
Show all 177

Exited Positions

  • DAYFORCE INC$442.7M
  • ISHARES TR$363.6M
  • FRONTIER COMMUNICATIONS PARE$298.1M
  • CIDARA THERAPEUTICS INC$277.8M
  • ISHARES TR$254.6M
Show all 90
All Holdings

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 ROYAL BK CDA RY 780087102 $3.45B 2.68% 21,341,696 SH
2 MICROSOFT CORP MSFT 594918104 $3.44B 2.67% 9,280,206 SH
3 ALPHABET INC GOOGL 02079K305 $2.72B 2.11% 9,462,925 SH
4 AMAZON COM INC AMZN 023135106 $2.49B 1.93% 11,936,934 SH
5 APPLE INC AAPL 037833100 $2.47B 1.92% 9,733,820 SH
6 TORONTO DOMINION BK ONT TD 891160509 $2.46B 1.91% 26,343,072 SH
7 AGNICO EAGLE MINES LTD AEM 008474108 $2.45B 1.91% 12,086,215 SH
8 SHOPIFY INC SHOP 82509L107 $2.12B 1.65% 17,865,000 SH
9 SUNCOR ENERGY INC NEW SU 867224107 $1.90B 1.48% 28,730,168 SH
10 TEXAS INSTRS INC TXN 882508104 $1.89B 1.47% 9,753,581 SH
11 CANADIAN NATL RY CO CNI 136375102 $1.69B 1.32% 16,449,240 SH
12 TC ENERGY CORP TRP 87807B107 $1.67B 1.30% 26,625,639 SH
13 NVIDIA CORPORATION NVDA 67066G104 $1.58B 1.23% 9,069,987 SH
14 CANADIAN PACIFIC KANSAS CITY CP 13646K108 $1.56B 1.21% 19,840,126 SH
15 BANK MONTREAL MEDIUM BMO 063671101 $1.53B 1.19% 11,275,674 SH
16 META PLATFORMS INC META 30303M102 $1.42B 1.11% 2,487,945 SH
17 FRANCO NEV CORP FNV 351858105 $1.37B 1.06% 5,520,160 SH
18 CENOVUS ENERGY INC CVE 15135U109 $1.12B 0.87% 42,021,150 SH
19 NETFLIX INC. NFLX 64110L106 $1.10B 0.86% 11,482,009 SH
20 CANADIAN IMPERIAL BANK OF CO CM 136069101 $1.09B 0.85% 11,549,929 SH
21 FORTIS INC FTS 349553107 $1.07B 0.83% 19,151,182 SH
22 BARRICK MNG CORP B 06849F108 $990.1M 0.77% 24,226,620 SH
23 ROGERS COMMUNICATIONS INC RCI 775109200 $989.6M 0.77% 25,732,740 SH
24 TOTALENERGIES SE TTE F92124100 $983.9M 0.76% 10,721,350 SH
25 CME GROUP INC CME 12572Q105 $959.3M 0.75% 3,248,010 SH
26 CAMECO CORP CCJ 13321L108 $949.6M 0.74% 8,732,458 SH
27 ORACLE CORP ORCL 68389X105 $944.1M 0.73% 6,417,567 SH
28 BCE INC BCE 05534B760 $943.9M 0.73% 37,410,780 SH
29 SALESFORCE INC CRM 79466L302 $936.5M 0.73% 5,016,681 SH
30 MARVELL TECHNOLOGY INC MRVL 573874104 $903.0M 0.70% 9,116,617 SH
31 PROGRESSIVE CORP PGR 743315103 $898.8M 0.70% 4,534,141 SH
32 LINDE PLC LIN G54950103 $888.5M 0.69% 1,791,936 SH
33 BROOKFIELD CORP BN 11271J107 $870.4M 0.68% 21,478,747 SH
34 ASTRAZENECA PLC AZN G0593M107 $835.0M 0.65% 4,270,144 SH
35 KINROSS GOLD CORP KGC 496902404 $822.2M 0.64% 26,893,275 SH
36 INTUIT INTU 461202103 $756.1M 0.59% 1,748,769 SH
37 JPMORGAN CHASE & CO JPM 46625H100 $743.4M 0.58% 2,527,059 SH
38 MASTERCARD INCORPORATED MA 57636Q104 $730.5M 0.57% 1,462,076 SH
39 TELEDYNE TECHNOLOGIES INC TDY 879360105 $725.4M 0.56% 1,198,994 SH
40 ACCENTURE PLC IRELAND ACN G1151C101 $696.6M 0.54% 3,512,839 SH
41 EMERA INC EMA 290876101 $663.9M 0.52% 12,807,897 SH
42 ZOETIS INC ZTS 98978V103 $634.3M 0.49% 5,365,681 SH
43 HUDBAY MINERALS INC HBM 443628102 $630.9M 0.49% 30,130,334 SH
44 WABTEC WAB 929740108 $625.1M 0.49% 2,501,181 SH
45 BANK NOVA SCOTIA B C BNS 064149107 $616.3M 0.48% 8,887,617 SH
46 ENBRIDGE INC ENB 29250N105 $607.6M 0.47% 11,208,331 SH
47 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $604.2M 0.47% 9,352,231 SH
48 PACKAGING CORP AMER PKG 695156109 $589.9M 0.46% 2,779,851 SH
49 HOLOGIC INC HOLX 436440101 $587.6M 0.46% 7,774,000 SH
50 IAMGOLD CORP IAG 450913108 $578.8M 0.45% 30,780,413 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $128.75B 1,826 0000318989-26-000089
2025-12-31 2026-02-17 $133.60B 1,705 0000318989-26-000032
2025-09-30 2025-11-13 $127.26B 1,672 0000318989-25-000219