Mackenzie Financial
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Mackenzie Financial’s MSCI MSCI Stock Holding History

Mackenzie Financial’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.4M Buy
91,744
+24,357
+36% +$14.2M 0.05% 257
2026
Q1 		$36.3M Buy
67,387
+10,454
+18% +$5.89M 0.04% 308
2025
Q4 		$33.1M Sell
56,933
-807
-1% -$453K 0.04% 313
2025
Q3 		$32.8M Sell
57,740
-347,495
-86% -$196M 0.04% 310
2025
Q2 		$234M Buy
405,235
+4,454
+1% +$2.47M 0.3% 81
2025
Q1 		$227M Sell
400,781
-18,648
-4% -$10.8M 0.32% 83
2024
Q4 		$252M Buy
419,429
+408,894
+3,881% +$245M 0.34% 75
2024
Q3 		$6.14M Sell
10,535
-760
-7% -$412K 0.01% 516
2024
Q2 		$5.44M Buy
11,295
+3,092
+38% +$1.53M 0.01% 529
2024
Q1 		$4.6M Sell
8,203
-741
-8% -$417K 0.01% 570
2023
Q4 		$5.06M Sell
8,944
-117
-1% -$60.4K 0.01% 553
2023
Q3 		$4.49M Buy
9,061
+595
+7% +$313K 0.01% 562
2023
Q2 		$4M Sell
8,466
-4,925
-37% -$2.4M 0.01% 598
2023
Q1 		$7.49M Buy
13,391
+804
+6% +$425K 0.01% 484
2022
Q4 		$5.86M Buy
12,587
+3,161
+34% +$1.47M 0.01% 496
2022
Q3 		$3.98M Sell
9,426
-1,708
-15% -$782K 0.01% 565
2022
Q2 		$4.59M Buy
11,134
+698
+7% +$304K 0.01% 552
2022
Q1 		$5.25M Sell
10,436
-15,619
-60% -$8.1M 0.01% 568
2021
Q4 		$16M Buy
26,055
+2,992
+13% +$1.88M 0.02% 396
2021
Q3 		$14M Buy
23,063
+19,308
+514% +$11.8M 0.02% 407
2021
Q2 		$2M Buy
3,755
+773
+26% +$368K ﹤0.01% 725
2021
Q1 		$1.25M Buy
2,982
+1,286
+76% +$540K ﹤0.01% 777
2020
Q4 		$757K Buy
1,696
+91
+6% +$35.7K ﹤0.01% 753
2020
Q3 		$573K Sell
1,605
-15
-0.9% -$5.45K ﹤0.01% 766
2020
Q2 		$541K Buy
1,620
+39
+2% +$12.6K ﹤0.01% 781
2020
Q1 		$457K Buy
1,581
+248
+19% +$70.2K ﹤0.01% 813
2019
Q4 		$344K Buy
+1,333
New +$325K ﹤0.01% 933

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mackenzie Financial's MSCI Position: Q2 2026 in Review

Mackenzie Financial increased its MSCI (MSCI) stake by 36% in Q2 2026, buying an estimated $14.2M and bringing the position to 91,744 shares worth $51.4M. The position accounts for 0.05% of the portfolio, ranked #257.

Mackenzie Financial first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since. The position peaked at $252M in Q4 2024. 1,083 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Mackenzie Financial held 91,744 shares of MSCI worth $51.4M as of Q2 2026.
  • Mackenzie Financial bought 24,357 MSCI shares in Q2 2026, an estimated $14.2M.
  • MSCI made up 0.05% of Mackenzie Financial's portfolio in Q2 2026, its #257 holding.
  • Mackenzie Financial first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since.
  • Mackenzie Financial's MSCI position peaked at $252M in Q4 2024.
  • 1,083 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.