MACKENZIE FINANCIAL CORP — 13F Holdings & Portfolio
CIK 919859 · latest 13F-HR filed 2026-11-02
MACKENZIE FINANCIAL CORP manages $91.60B in 13F-reported U.S. long-equity assets across 1,522 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (3.82%), RY (3.78%), AAPL (3.23%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 148 new positions and exited 168; 524 existing positions rose in reported value and 627 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.
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AUM
$91.60B
Long-equity book
Holdings
1,522
Distinct positions
Period
2026-09-30
Filed 2026-11-02
Q/Q Activity
+148 / −168 / ↑524 / ↓627
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26NVDA3.8% · +6%RY3.8% · -6%AAPL3.2% · +0%MSFT3.2% · +9%SPY2.8% · -2%TD2.7% · -7%GOOGL2.3% · +1%AEM1.9% · +5%AMZN1.9% · +7%SHOP1.5% · -0%CP1.5% · -3%BMO1.5% · -3%CNQ1.3% · -5%META1.3% · +2%MFC1.2% · -9%CM1.1% · -13%JNJ1.1% · -4%CNI1.1% · -3%AVGO1.1% · +2%ENB1.1% · +0%SU1.0% · -5%BNS1.0% · +13%BN0.9% · -9%B0.9% · +1%WCN0.8% · +1%V0.8% · +6%MU0.8% · +17%LLY0.8% · +4%JPM0.8% · -4%CVE0.8% · +4%TRP0.7% · -3%WPM0.6% · -10%NTR0.6% · +2%AGG0.6% · -0%LRCX0.5% · -4%PM0.5% · -2%TECK0.5% · -2%AMD0.5% · +11%KO0.5% · -12%CSCO0.5% · +3%CLS0.5% · +56%HBM0.5% · +23%UNH0.5% · +12%ABBV0.4% · -9%SLF0.4% · -17%XOM0.4% · +7%MRK0.4% · +12%AMAT0.4% · +4%STX0.4% · +49%BAM0.4% · -2%GIB0.4% · -4%LIN0.4% · -17%TMO0.4% · +48%PSX0.4% · -9%UNP0.4% · -3%PG0.3% · +8%GOOG0.3% · +12%PBA0.3% · -5%KGC0.3% · -3%OVV0.3% · +65%
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 valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated 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
5 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 27.2%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 30, 2026.
Assets Under Management
$194.88B
Discretionary
$194.88B
Employees
1,362
Accounts
685
Address
180 QUEEN STREET WEST
TORONTO, ONTARIO M5V 3K1
Canada
TORONTO, ONTARIO M5V 3K1
Canada
Phone
(416) 967-2323
Website
Mailing Address
180 SIMCOE STREET, TORONTO, M5T 3M2, Canada
This firm reports 2 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ASHCROFT, KRISTIN, ELIZABETH Control | DIRECTOR AND EXECUTIVE VICE-PRESIDENT, PRODUCTS AND SOLUTIONS since Mar 2023 | Less than 5% | Individual |
| BOYLE, CHRISTOPHER, WILSON JAY Control | SENIOR VICE PRESIDENT, INSTITUTIONAL since Jan 2017 | Less than 5% | Individual |
| Bartlett, Naomi, Kim Control | DIRECTOR since Mar 2022 | Less than 5% | Individual |
| Burns, Samuel, Robert Control | EXECUTIVE VICE-PRESIDENT, CHIEF INFORMATION OFFICER since Apr 2024 | Less than 5% | Individual |
| Chateram, Gary, Nathanial Control | SENIOR VICE-PRESIDENT, CO-HEAD OF RETAIL since Sep 2020 | Less than 5% | Individual |
| GAVAN, KAREN, LYNN Control | DIRECTOR since May 2007 | Less than 5% | Individual |
| GOULD, JOSEPH, LUKE GREGOIRE Control | DIRECTOR, CHARIMAN PRESIDENT AND CHIEF EXECUTIVE OFFICER since Jul 2022 | Less than 5% | Individual |
| Goldberg, Rhonda, Suzanne Control | EXECUTIVE VICE-PRESIDENT, GENERAL COUNSEL since Mar 2019 | Less than 5% | Individual |
| Locke, Steven, Gregory Control | CHIEF INVESTMENT OFFICER, FIXED INCOME AND MULTI-ASSET STRATEGIES since Jan 2021 | Less than 5% | Individual |
| MACKENZIE INC. Control | CORPORATION since Jan 2003 | 75% or more | Foreign Entity |
| Marks, Lesley, Carolyn Control | CHIEF INVESTMENT OFFICER, EQUITIES since Jan 2021 | Less than 5% | Individual |
| McCuaig, Nancy, Elizabeth Control | DIRECTOR AND CHIEF OPERATIONS OFFICER since Mar 2022 | Less than 5% | Individual |
| Milne, Douglas, Gordon McIntosh Control | EXECUTIVE VICE-PRESIDENT, CHIEF MARKETING STRATEGY OFFICER since May 2017 | Less than 5% | Individual |
| Potter, Keith, David Bernard Control | EXECUTIVE VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER since Jul 2022 | Less than 5% | Individual |
| REITER CURRIE, CYNTHIA, ANN Control | EXECUTIVE VICE-PRESIDENT, CHIEF HUMAN RESOURCES OFFICER since Sep 2018 | Less than 5% | Individual |
| ROUNTES, THEODOROS Control | VICE-PRESIDENT, FUND SERVICES AND CHIEF FINANCIAL OFFICER, FUNDS since Feb 2012 | Less than 5% | Individual |
| SEIDLER, GILLIAN, ELOISE Control | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER since May 2018 | Less than 5% | Individual |
| Westlind, Nicholas, Lars Control | DIRECTOR since Mar 2023 | Less than 5% | Individual |
| DESMARAIS, ANDRE, ROGER Control Indirect owner via THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE since Oct 2013 | General partner, trustee or manager | Individual |
| DESMARAIS, PAUL, GUY Control Indirect owner via THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE since Oct 2013 | General partner, trustee or manager | Individual |
| DOER, GARY, ALBERT Control Indirect owner via THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE since May 2023 | General partner, trustee or manager | Individual |
| FLEMING, GREGORY, JAMES Control Indirect owner via GOULD, JOSEPH, LUKE GREGOIRE | TRUSTEE since Feb 2024 | General partner, trustee or manager | Individual |
| IGM FINANCIAL INC. Control Indirect owner via MACKENZIE INC. | SHAREHOLDER since Aug 1978 | 75% or more | Foreign Entity |
| PANSOLO HOLDING INC. Control Indirect owner via POWER CORPORATION OF CANADA | SHAREHOLDER since Oct 2015 | 50–75% | Foreign Entity |
| POWER CORPORATION OF CANADA Control Indirect owner via POWER FINANCIAL CORPORATION | SHAREHOLDER since Dec 2008 | 75% or more | Foreign Entity |
| POWER FINANCIAL CORPORATION Control Indirect owner via IGM FINANCIAL INC. | SHAREHOLDER since Apr 1940 | 50–75% | Foreign Entity |
| THE DESMARAIS FAMILY RESIDUARY TRUST Control Indirect owner via PANSOLO HOLDING INC. | SHAREHOLDER since Oct 2013 | 50–75% | Foreign Entity |
| DESMARAIS, SOPHIE Indirect owner via THE DESMARAIS FAMILY RESIDUARY TRUST | TRUSTEE since Mar 2018 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 17 filings with changes since Mar 30, 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 28, 2025 filing
- No longer listedDibden, Michael, William · EXECUTIVE VICE-PRESIDENT, CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Jun 2017
- No longer listedTHE DESMARAIS FAMILY RESIDUARY TRUST · SHAREHOLDER · 50–75% · indirect via POWER CORPORATION OF CANADA · control person · listed since Oct 2013
- AddedBurns, Samuel, Robert · EXECUTIVE VICE-PRESIDENT, CHIEF INFORMATION OFFICER · Less than 5% · control person
- AddedTHE DESMARAIS FAMILY RESIDUARY TRUST · SHAREHOLDER · 50–75% · indirect via PANSOLO HOLDING INC. · control person
- ChangedMcCuaig, Nancy, Elizabeth · title DIRECTOR → DIRECTOR AND CHIEF OPERATIONS OFFICER
Mar 28, 2024 filing
- No longer listedCooke, Michael, David · SENIOR VICE PRESIDENT, HEAD OF EXCHANGE TRADED FUNDS · Less than 5% · control person · listed since Sep 2016
- No longer listedDickey, Ryan, Andrew · SENIOR VICE-PRESIDENT, CO-HEAD OF RETAIL · Less than 5% · control person · listed since Sep 2020
- No longer listedFORTIN, GUY · TRUSTEE · General partner, trustee or manager · indirect via THE DESMARAIS FAMILY RESIDUARY TRUST · control person · listed since Oct 2013
- No longer listedSEN, SUBHAS · DIRECTOR · Less than 5% · control person · listed since Mar 2022
- AddedDOER, GARY, ALBERT · TRUSTEE · General partner, trustee or manager · indirect via THE DESMARAIS FAMILY RESIDUARY TRUST · control person
- AddedFLEMING, GREGORY, JAMES · TRUSTEE · General partner, trustee or manager · indirect via GOULD, JOSEPH, LUKE GREGOIRE · control person
- AddedWestlind, Nicholas, Lars · DIRECTOR · Less than 5% · control person
- ChangedASHCROFT, KRISTIN, ELIZABETH · title SENIOR VICE-PRESIDENT, PRODUCT → DIRECTOR AND EXECUTIVE VICE-PRESIDENT, PRODUCTS AND SOLUTIONS
- ChangedGOULD, JOSEPH, LUKE GREGOIRE · title DIRECTOR, CHARIMAN PRESIDENT AND CHIEF FINANCIAL OFFICER → DIRECTOR, CHARIMAN PRESIDENT AND CHIEF EXECUTIVE OFFICER
Mar 30, 2023 filing
- No longer listedBEDERMAN, EARL, DAVID · DIRECTOR · Less than 5% · control person · listed since Nov 2016
- No longer listedMCINERNEY, BARRY, SEAN · DIRECTOR, CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Jul 2016
- No longer listedPLESSIS-BELAIR, MICHEL · TRUSTEE · General partner, trustee or manager · indirect via THE DESMARAIS FAMILY RESIDUARY TRUST · control person · listed since Oct 2013
- AddedPANSOLO HOLDING INC. · SHAREHOLDER · 50–75% · indirect via POWER CORPORATION OF CANADA · control person
- AddedPotter, Keith, David Bernard · EXECUTIVE VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedGOULD, JOSEPH, LUKE GREGOIRE · title SENIOR VICE-PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER → DIRECTOR, CHARIMAN PRESIDENT AND CHIEF FINANCIAL OFFICER
Mar 30, 2022 filing
- No longer listedFLOOD, BRIAN, MICHAEL · DIRECTOR · Less than 5% · control person · listed since Nov 2009
- No longer listedLORD, ROBERT, EDWARD · DIRECTOR · Less than 5% · control person · listed since Oct 2002
- No longer listedOLIVER, PAUL, GREGORY · DIRECTOR · Less than 5% · control person · listed since Feb 2006
- No longer listedTURNER, MARY, LOUISE · DIRECTOR · Less than 5% · control person · listed since Oct 2002
- AddedBartlett, Naomi, Kim · DIRECTOR · Less than 5% · control person
- AddedMcCuaig, Nancy, Elizabeth · DIRECTOR · Less than 5% · control person
- Listed againSEN, SUBHAS · DIRECTOR · Less than 5% · control person
Mar 31, 2021 filing
- No longer listedELAVIA, TONY, HOSI · EXECUTIVE VICE-PRESIDENT AND CHIEF INVESTMENT OFFICER · Less than 5% · control person · listed since Mar 2012
- No longer listedMurchison, Damon, William · SENIOR VICE PRESIDENT, RETAIL SALES AND NATIONAL SALES MANAGER · Less than 5% · control person · listed since Jan 2017
- AddedChateram, Gary, Nathanial · SENIOR VICE-PRESIDENT, CO-HEAD OF RETAIL · Less than 5% · control person
- AddedDickey, Ryan, Andrew · SENIOR VICE-PRESIDENT, CO-HEAD OF RETAIL · Less than 5% · control person
- AddedLocke, Steven, Gregory · CHIEF INVESTMENT OFFICER, FIXED INCOME AND MULTI-ASSET STRATEGIES · Less than 5% · control person
- AddedMarks, Lesley, Carolyn · CHIEF INVESTMENT OFFICER, EQUITIES · Less than 5% · control person
Mar 30, 2020 filing
- No longer listed171263 CANADA INC. · SHAREHOLDER · 50–75% · indirect via POWER FINANCIAL CORPORATION · control person · listed since Dec 1989
- No longer listedPOWER CORPORATION OF CANADA · SHAREHOLDER · 75% or more · indirect via 171263 CANADA INC. · control person · listed since Dec 2008
- No longer listedPOWER FINANCIAL CORPORATION · SHAREHOLDER · 50–75% · indirect via IGM FINANCIAL INC. (FORMERLY, INVESTORS GROUP INC.) · control person · listed since Apr 1940
- No longer listedSCHNITMAN, MICHAEL, WYLIE · SENIOR VICE-PRESIDENT, PRODUCT · Less than 5% · control person · listed since Jun 2014
- AddedASHCROFT, KRISTIN, ELIZABETH · SENIOR VICE-PRESIDENT, PRODUCT · Less than 5% · control person
- AddedPOWER CORPORATION OF CANADA · SHAREHOLDER · 75% or more · indirect via POWER FINANCIAL CORPORATION · control person
- AddedPOWER FINANCIAL CORPORATION · SHAREHOLDER · 50–75% · indirect via IGM FINANCIAL INC. · control person
Mar 29, 2019 filing
- No longer listedALLAN, KATHLEEN, ANNE · EXECUTIVE VICE-PRESIDENT, CHIEF HUMAN RESOURCES OFFICER · Less than 5% · control person · listed since Jun 2017
- No longer listedCHEOP, DAVID, MARTIN RONALD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2016
- No longer listedMACDONALD, DONALD, JAMES · SENIOR VICE-PRESIDENT, GENERAL COUNSEL AND SECRETARY · Less than 5% · control person · listed since Nov 2014
- No longer listedSEN, SUBHAS · SENIOR VICE-PRESIDENT, BUSINESS OPERATIONS · Less than 5% · control person · listed since Jan 2017
- AddedREITER CURRIE, CYNTHIA, ANN · EXECUTIVE VICE-PRESIDENT, CHIEF HUMAN RESOURCES OFFICER · Less than 5% · control person
- AddedSEIDLER, GILLIAN, ELOISE · VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedGoldberg, Rhonda, Suzanne · title SENIOR VICE-PRESIDENT, REGULATORY AND CLIENT AFFAIRS → EXECUTIVE VICE-PRESIDENT, GENERAL COUNSEL
Mar 29, 2018 filing
- No longer listedDESMARAIS, JACQUELINE · TRUSTEE · General partner, trustee or manager · indirect via THE DESMARAIS FAMILY RESIDUARY TRUST · control person · listed since Oct 2013
- No longer listedFAASSEN, DAVID, RENS · SENIOR VICE-PRESIDENT, MARKETING · Less than 5% · control person · listed since Sep 2016
- No longer listedMCCULLUM, DAVID, WILLIAM · EXECUTIVE VICE-PRESIDENT, CLIENT SERVICES OPERATIONS · Less than 5% · control person · listed since Jan 2012
- No longer listedWARREN, ALLAN, MARK · SENIOR VICE-PRESIDENT, FUND SERVICES · Less than 5% · control person · listed since Apr 2012
- AddedDESMARAIS, SOPHIE · TRUSTEE · General partner, trustee or manager · indirect via THE DESMARAIS FAMILY RESIDUARY TRUST
- AddedDibden, Michael, William · EXECUTIVE VICE-PRESIDENT, CHIEF OPERATING OFFICER · Less than 5% · control person
- AddedGoldberg, Rhonda, Suzanne · SENIOR VICE-PRESIDENT, REGULATORY AND CLIENT AFFAIRS · Less than 5% · control person
- AddedMilne, Douglas, Gordon McIntosh · EXECUTIVE VICE-PRESIDENT, CHIEF MARKETING STRATEGY OFFICER · Less than 5% · control person
- Listed againALLAN, KATHLEEN, ANNE · EXECUTIVE VICE-PRESIDENT, CHIEF HUMAN RESOURCES OFFICER · Less than 5% · control person
Mar 31, 2017 filing
- No longer listedGOODING, BRIAN, JOHN · EXECUTIVE VICE PRESIDENT AND HEAD OF DISTRIBUTION · Less than 5% · control person · listed since Feb 2014
- AddedBEDERMAN, EARL, DAVID · DIRECTOR · Less than 5% · control person
- AddedBOYLE, CHRISTOPHER, WILSON JAY · SENIOR VICE PRESIDENT, INSTITUTIONAL · Less than 5% · control person
- AddedCooke, Michael, David · SENIOR VICE PRESIDENT, HEAD OF EXCHANGE TRADED FUNDS · Less than 5% · control person
- AddedFAASSEN, DAVID, RENS · SENIOR VICE-PRESIDENT, MARKETING · Less than 5% · control person
- AddedMurchison, Damon, William · SENIOR VICE PRESIDENT, RETAIL SALES AND NATIONAL SALES MANAGER · Less than 5% · control person
- AddedSEN, SUBHAS · SENIOR VICE-PRESIDENT, BUSINESS OPERATIONS · Less than 5% · control person
Jul 13, 2016 filing
- No longer listedCARNEY, JEFFREY, ROBERT · DIRECTOR, CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since May 2013
- No longer listedMCVEY, SUSAN, MARY · SENIOR VICE PRESIDENT, MARKETING · Less than 5% · control person · listed since Jun 2014
- No longer listedMOORE, BRENT, HAROLD · VICE-PRESIDENT AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2013
- AddedCHEOP, DAVID, MARTIN RONALD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- AddedMCINERNEY, BARRY, SEAN · DIRECTOR, CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person
Older changes (8 more filings)
Mar 27, 2015 filing
- No longer listedCREIGHTON, GEOFFREY, DOUGLAS · SENIOR VICE-PRESIDENT, GENERAL COUNSEL & SECRETARY · Less than 5% · control person · listed since Dec 2008
- AddedGOODING, BRIAN, JOHN · EXECUTIVE VICE PRESIDENT AND HEAD OF DISTRIBUTION · Less than 5% · control person
- AddedMACDONALD, DONALD, JAMES · SENIOR VICE-PRESIDENT, GENERAL COUNSEL AND SECRETARY · Less than 5% · control person
- AddedMCCULLUM, DAVID, WILLIAM · EXECUTIVE VICE-PRESIDENT, CLIENT SERVICES OPERATIONS · Less than 5% · control person
- AddedMCVEY, SUSAN, MARY · SENIOR VICE PRESIDENT, MARKETING · Less than 5% · control person
- AddedSCHNITMAN, MICHAEL, WYLIE · SENIOR VICE-PRESIDENT, PRODUCT · Less than 5% · control person
- AddedWARREN, ALLAN, MARK · SENIOR VICE-PRESIDENT, FUND SERVICES · Less than 5% · control person
Mar 28, 2014 filing
- No longer listedALLAN, KATHLEEN, ANNE · SENIOR VICE-PRESIDENT, HUMAN RESOURCES · Less than 5% · control person · listed since Aug 2008
- No longer listedTAYLOR, MARY, CATHERINE · EXECUTIVE VICE-PRESIDENT, PRODUCT & MARKETING · Less than 5% · control person · listed since Jan 2011
Feb 14, 2014 filing
- No longer listedMOORE, EDWARD, BLAKE · EXECUTIVE VICE-PRESIDENT AND HEAD OF DISTRIBUTION · Less than 5% · control person · listed since Jan 2011
Oct 29, 2013 filing
- No longer listedDESMARAIS, PAUL, GUY · SHAREHOLDER · 50–75% · indirect via POWER CORPORATION OF CANADA · control person · listed since May 1968
- No longer listedMERCHAND, EDWARD · SENIOR VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jun 2002
- AddedDESMARAIS, ANDRE, ROGER · TRUSTEE · General partner, trustee or manager · indirect via THE DESMARAIS FAMILY RESIDUARY TRUST · control person
- AddedDESMARAIS, JACQUELINE · TRUSTEE · General partner, trustee or manager · indirect via THE DESMARAIS FAMILY RESIDUARY TRUST · control person
- AddedDESMARAIS, PAUL, GUY · TRUSTEE · General partner, trustee or manager · indirect via THE DESMARAIS FAMILY RESIDUARY TRUST · control person
- AddedFORTIN, GUY · TRUSTEE · General partner, trustee or manager · indirect via THE DESMARAIS FAMILY RESIDUARY TRUST · control person
- AddedGOULD, JOSEPH, LUKE GREGOIRE · SENIOR VICE-PRESIDENT, FINANCE AND CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedPLESSIS-BELAIR, MICHEL · TRUSTEE · General partner, trustee or manager · indirect via THE DESMARAIS FAMILY RESIDUARY TRUST · control person
- AddedTHE DESMARAIS FAMILY RESIDUARY TRUST · SHAREHOLDER · 50–75% · indirect via POWER CORPORATION OF CANADA · control person
Aug 21, 2013 filing
- No longer listedBURBACH, DAVID, SCOT · VICE-PRESIDENT, LEGAL · Less than 5% · control person · listed since Jan 2009
Jun 20, 2013 filing
- No longer listedSIMS, CHARLES, ROBERT · DIRECTOR, CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person · listed since Mar 2005
- No longer listedVICKERS, DIANA, LYNN · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2009
- AddedCARNEY, JEFFREY, ROBERT · DIRECTOR, CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- AddedMOORE, BRENT, HAROLD · VICE-PRESIDENT AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 28, 2013 filing
- No longer listedIGM FINANCIAL INC. (FORMERLY, INVESTORS GROUP INC.) · CORPORATION · 75% or more · indirect via MACKENZIE INC. · control person · listed since Aug 1978
- AddedELAVIA, TONY, HOSI · EXECUTIVE VICE-PRESIDENT AND CHIEF INVESTMENT OFFICER · Less than 5% · control person
- AddedIGM FINANCIAL INC. · SHAREHOLDER · 75% or more · indirect via MACKENZIE INC. · control person
- Changed171263 CANADA INC. · indirect via POWER FINANCIAL CORPORATION: title CORPORATION → SHAREHOLDER; now a control person
- ChangedDESMARAIS, PAUL, GUY · indirect via POWER CORPORATION OF CANADA: title SHAREHOLDER, DIRECTOR → SHAREHOLDER
- ChangedPOWER CORPORATION OF CANADA · indirect via 171263 CANADA INC.: title CORPORATION → SHAREHOLDER
- ChangedPOWER FINANCIAL CORPORATION · indirect via IGM FINANCIAL INC. (FORMERLY, INVESTORS GROUP INC.): title CORPORATION → SHAREHOLDER
- ChangedTAYLOR, MARY, CATHERINE · title SENIOR VICE-PRESIDENT, PRODUCT & MARKETING → EXECUTIVE VICE-PRESIDENT, PRODUCT & MARKETING
Mar 30, 2012 filing (earliest on record)
- Listed171263 CANADA INC. · CORPORATION · 50–75% · indirect via POWER FINANCIAL CORPORATION
- ListedALLAN, KATHLEEN, ANNE · SENIOR VICE-PRESIDENT, HUMAN RESOURCES · Less than 5% · control person
- ListedBURBACH, DAVID, SCOT · VICE-PRESIDENT, LEGAL · Less than 5% · control person
- ListedCREIGHTON, GEOFFREY, DOUGLAS · SENIOR VICE-PRESIDENT, GENERAL COUNSEL & SECRETARY · Less than 5% · control person
- ListedDESMARAIS, PAUL, GUY · SHAREHOLDER, DIRECTOR · 50–75% · indirect via POWER CORPORATION OF CANADA · control person
- ListedFLOOD, BRIAN, MICHAEL · DIRECTOR · Less than 5% · control person
- ListedGAVAN, KAREN, LYNN · DIRECTOR · Less than 5% · control person
- ListedIGM FINANCIAL INC. (FORMERLY, INVESTORS GROUP INC.) · CORPORATION · 75% or more · indirect via MACKENZIE INC. · control person
- ListedLORD, ROBERT, EDWARD · DIRECTOR · Less than 5% · control person
- ListedMACKENZIE INC. · CORPORATION · 75% or more · control person
- ListedMERCHAND, EDWARD · SENIOR VICE-PRESIDENT AND CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedMOORE, EDWARD, BLAKE · EXECUTIVE VICE-PRESIDENT AND HEAD OF DISTRIBUTION · Less than 5% · control person
- ListedOLIVER, PAUL, GREGORY · DIRECTOR · Less than 5% · control person
- ListedPOWER CORPORATION OF CANADA · CORPORATION · 75% or more · indirect via 171263 CANADA INC. · control person
- ListedPOWER FINANCIAL CORPORATION · CORPORATION · 50–75% · indirect via IGM FINANCIAL INC. (FORMERLY, INVESTORS GROUP INC.) · control person
- ListedROUNTES, THEODOROS · VICE-PRESIDENT, FUND SERVICES AND CHIEF FINANCIAL OFFICER, FUNDS · Less than 5% · control person
- ListedSIMS, CHARLES, ROBERT · DIRECTOR, CHAIRMAN, PRESIDENT AND CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ListedTAYLOR, MARY, CATHERINE · SENIOR VICE-PRESIDENT, PRODUCT & MARKETING · Less than 5% · control person
- ListedTURNER, MARY, LOUISE · DIRECTOR · Less than 5% · control person
- ListedVICKERS, DIANA, LYNN · VICE PRESIDENT & CHIEF COMPLIANCE OFFICER · Less than 5% · 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.
Top Adds (vs prior quarter)
- Shopify Inc$1.41B +114093.0%
- Microsoft Corp$984.3M +50.0%
- Waste Connections Inc$710.6M +3319.5%
- NVIDIA Corp$618.4M +21.5%
- Nutrien Ltd$551.6M +5413.8%
Top Trims
- Royal Bank of Canada-$2.01B -36.8%
- Toronto-Dominion Bank/The-$1.45B -36.7%
- Bank of Montreal-$758.1M -35.4%
- CIBC-$740.8M -41.5%
- Canadian Pacific Kansas City L-$693.2M -33.1%
New Positions
- ExxonMobil Holdings Corp$387.5M
- Teva Pharmaceutical Industries$48.1M
- Global-e Online Ltd$28.9M
- Lincoln National Corp$22.6M
- Adaptive Biotechnologies Corp$21.4M
Exited Positions
- ExxonMobil Holdings Corp$305.3M
- Invesco Ltd$76.5M
- Electronic Arts Inc$22.2M
- Alignment Healthcare Inc$19.5M
- Daqo New Energy Corp$17.1M
MACKENZIE FINANCIAL CORP 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 | $3.50B | 3.82% | 15,315,454 | SH |
| 2 | Royal Bank of Canada | RY | 780087102 | $3.46B | 3.78% | 17,600,321 | SH |
| 3 | Apple Inc | AAPL | 037833100 | $2.96B | 3.23% | 8,895,156 | SH |
| 4 | Microsoft Corp | MSFT | 594918104 | $2.95B | 3.22% | 5,757,251 | SH |
| 5 | State Street SPDR S&P 500 ETF | SPY | 78462F103 | $2.59B | 2.83% | 3,401,689 | SH |
| 6 | Toronto-Dominion Bank/The | TD | 891160509 | $2.50B | 2.73% | 21,262,259 | SH |
| 7 | Alphabet Inc | GOOGL | 02079K305 | $2.08B | 2.27% | 6,050,341 | SH |
| 8 | Agnico Eagle Mines Ltd | AEM | 008474108 | $1.71B | 1.87% | 9,343,619 | SH |
| 9 | Amazon.com Inc | AMZN | 023135106 | $1.70B | 1.85% | 6,814,498 | SH |
| 10 | Shopify Inc | SHOP | 82509L107 | $1.41B | 1.54% | 9,506,334 | SH |
| 11 | Canadian Pacific Kansas City L | CP | 13646K108 | $1.40B | 1.53% | 16,480,382 | SH |
| 12 | Bank of Montreal | BMO | 063671101 | $1.38B | 1.51% | 8,282,281 | SH |
| 13 | Canadian Natural Resources Ltd | CNQ | 136385101 | $1.22B | 1.33% | 25,907,866 | SH |
| 14 | Meta Platforms Inc | META | 30303M102 | $1.15B | 1.26% | 1,591,067 | SH |
| 15 | Manulife Financial Corp | MFC | 56501R106 | $1.14B | 1.25% | 26,835,970 | SH |
| 16 | CIBC | CM | 136069101 | $1.05B | 1.14% | 9,494,669 | SH |
| 17 | Johnson & Johnson | JNJ | 478160104 | $1.04B | 1.13% | 3,923,049 | SH |
| 18 | Canadian National Railway Co | CNI | 136375102 | $1.03B | 1.13% | 8,662,387 | SH |
| 19 | Broadcom Inc | AVGO | 11135F101 | $991.1M | 1.08% | 2,821,988 | SH |
| 20 | Enbridge Inc | ENB | 29250N105 | $986.4M | 1.08% | 21,227,282 | SH |
| 21 | Suncor Energy Inc | SU | 867224107 | $905.1M | 0.99% | 13,351,728 | SH |
| 22 | Bank of Nova Scotia/The | BNS | 064149107 | $888.5M | 0.97% | 9,773,452 | SH |
| 23 | Brookfield Corp | BN | 11271J107 | $830.6M | 0.91% | 22,772,649 | SH |
| 24 | Barrick Mining Corp | B | 06849F108 | $813.9M | 0.89% | 20,020,206 | SH |
| 25 | Waste Connections Inc | WCN | 94106B101 | $732.0M | 0.80% | 4,756,456 | SH |
| 26 | Visa Inc | V | 92826C839 | $714.3M | 0.78% | 1,987,972 | SH |
| 27 | Micron Technology Inc | MU | 595112103 | $709.4M | 0.77% | 666,003 | SH |
| 28 | Eli Lilly & Co | LLY | 532457108 | $697.8M | 0.76% | 603,053 | SH |
| 29 | JPMorgan Chase & Co | JPM | 46625H100 | $692.1M | 0.76% | 2,091,860 | SH |
| 30 | Cenovus Energy Inc | CVE | 15135U109 | $690.4M | 0.75% | 22,215,351 | SH |
| 31 | TC Energy Corp | TRP | 87807B107 | $684.6M | 0.75% | 11,829,074 | SH |
| 32 | Wheaton Precious Metals Corp | WPM | 962879102 | $565.2M | 0.62% | 4,233,499 | SH |
| 33 | Nutrien Ltd | NTR | 67077M108 | $561.8M | 0.61% | 8,001,716 | SH |
| 34 | iShares Core U.S. Aggregate Bo | AGG | 464287226 | $540.2M | 0.59% | 5,714,300 | SH |
| 35 | Lam Research Corp | LRCX | 512807306 | $497.4M | 0.54% | 1,513,979 | SH |
| 36 | Philip Morris International In | PM | 718172109 | $482.1M | 0.53% | 2,526,597 | SH |
| 37 | Teck Resources Ltd | TECK | 878742204 | $471.5M | 0.51% | 7,162,837 | SH |
| 38 | Advanced Micro Devices Inc | AMD | 007903107 | $454.0M | 0.50% | 742,198 | SH |
| 39 | Coca-Cola Co/The | KO | 191216100 | $445.7M | 0.49% | 5,178,011 | SH |
| 40 | Cisco Systems Inc | CSCO | 17275R102 | $440.8M | 0.48% | 4,095,245 | SH |
| 41 | Celestica Inc | CLS | 15101Q207 | $429.3M | 0.47% | 1,186,687 | SH |
| 42 | Hudbay Minerals Inc | HBM | 443628102 | $429.0M | 0.47% | 16,055,018 | SH |
| 43 | UnitedHealth Group Inc | UNH | 91324P102 | $429.0M | 0.47% | 1,168,692 | SH |
| 44 | AbbVie Inc | ABBV | 00287Y109 | $407.9M | 0.45% | 1,559,501 | SH |
| 45 | Sun Life Financial Inc | SLF | 866796105 | $405.3M | 0.44% | 5,201,414 | SH |
| 46 | ExxonMobil Holdings Corp | XOM | 30233Q108 | $387.5M | 0.42% | 2,380,728 | SH |
| 47 | Merck & Co Inc | MRK | 58933Y105 | $387.1M | 0.42% | 2,664,105 | SH |
| 48 | Applied Materials Inc | AMAT | 038222105 | $379.5M | 0.41% | 742,188 | SH |
| 49 | Seagate Technology Holdings PL | STX | G7997R103 | $343.4M | 0.37% | 372,339 | SH |
| 50 | Brookfield Asset Management Lt | BAM | 113004105 | $340.6M | 0.37% | 7,634,190 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-02 | $91.60B | 1,522 | 0001062993-26-005652 |
| 2026-06-30 | 2026-08-13 | $99.96B | 1,554 | 0001062993-26-004254 |
| 2026-03-31 | 2026-05-13 | $83.34B | 1,420 | 0001062993-26-002560 |
| 2025-12-31 | 2026-02-18 | $84.43B | 1,666 | 0001062993-26-001020 |
| 2025-09-30 | 2025-11-13 | $82.55B | 1,699 | 0001062993-25-016707 |
Filer Information
Address
180 QUEEN STREET WESTTORONTO ONTARIO, A6 M5V 3K1
Phone
(416) 922-5322
Filing Manager
MACKENZIE FINANCIAL CORP
TORONTO ONTARIO, A6
Signatory
Gillian Seidler
Vice President, Chief Compliance Officer