Mackenzie Financial Portfolio holdings
Mackenzie Investments is a Canadian asset manager founded in 1967 by Alex Christ, whose first mutual fund, the Industrial Growth Fund, was later renamed the Mackenzie Growth Fund. Its money is managed by independent in-house teams, each with its own investment approach, some using fundamental analysis and others computer-driven models. Their work spans equities, alternatives, currency and multi-asset strategies. Investors Group acquired Mackenzie in 2001 to create IGM Financial, a subsidiary of Power Corporation. Beyond its Canadian mutual funds and ETFs, Mackenzie manages money for pension plans and charities.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$222M |
| 2 |
NVIDIA
NVDA
|
+$198M |
| 3 |
Waters Corp
WAT
|
+$158M |
| 4 |
Celestica
CLS
|
+$141M |
| 5 |
ServiceNow
NOW
|
+$141M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Royal Bank of Canada
RY
|
+$216M |
| 2 |
Toronto Dominion Bank
TD
|
+$197M |
| 3 |
Mastercard
MA
|
+$178M |
| 4 |
Canadian Imperial Bank of Commerce
CM
|
+$168M |
| 5 |
Alamos Gold
AGI
|
+$150M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.66% |
| 2 | Financials | 19.59% |
| 3 | Energy | 9.25% |
| 4 | Industrials | 8.99% |
| 5 | Materials | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
701
MetLife
MET
$64.7B
| $8.31M | 0.01% |
88,230
+828
| +0.9% | +$79K |
2018 Q1
34 quarters
|
|
702
iShares MSCI Emerging Markets ETF
EEM
$28.8B
| $8.23M | 0.01% |
123,205
+20,545
| +20% | +$1.36M |
2025 Q3
4 quarters
|
|
703
US Gold Corp
USAU
$188M
| $8.21M | 0.01% |
552,217
+45,803
| +9% | +$692K |
2026 Q1
2 quarters
|
|
704
Granite Construction
GVA
$5.58B
| $8.19M | 0.01% |
70,680
+3,689
| +6% | +$453K |
2026 Q2
1 quarter
|
|
705
Check Point Software Technologies
CHKP
$15B
| $8.12M | 0.01% |
63,270
-2,323
| -4% | -$309K |
2023 Q1
14 quarters
|
|
706
Pinduoduo
PDD
$112B
| $8.1M | 0.01% |
103,937
+22,260
| +27% | +$1.87M |
2020 Q2
25 quarters
|
|
707
SunCoke Energy
SXC
$906M
| $8.08M | 0.01% |
857,214
-154,718
| -15% | -$1.43M |
2026 Q2
1 quarter
|
|
708
Centerra Gold
CGAU
$4.12B
| $8.01M | 0.01% |
367,325
+22,728
| +7% | +$457K |
2021 Q3
20 quarters
|
|
709
Ferrovial N.V. Ordinary Shares
FER
$44B
| $8M | 0.01% |
148,654
+49,978
| +51% | +$3.07M |
2024 Q2
9 quarters
|
|
710
Pultegroup
PHM
$23.8B
| $7.99M | 0.01% |
68,838
+3,163
| +5% | +$398K |
2017 Q4
35 quarters
|
|
711
Regency Centers
REG
$14B
| $7.94M | 0.01% |
110,455
-13,908
| -11% | -$1.07M |
2020 Q4
23 quarters
|
|
712
Snap-on
SNA
$19.3B
| $7.94M | 0.01% |
21,839
+1,355
| +7% | +$535K |
2021 Q1
22 quarters
|
|
713
Lyft
LYFT
$6.53B
| $7.91M | 0.01% |
527,279
-1,752,094
| -77% | -$28.1M |
2024 Q4
7 quarters
|
|
714
Paychex
PAYX
$41.1B
| $7.9M | 0.01% |
80,189
+38,119
| +91% | +$4.41M |
2018 Q2
33 quarters
|
|
715
Ternium
TX
$10.1B
| $7.88M | 0.01% |
145,046
-78,323
| -35% | -$4.06M |
2023 Q1
14 quarters
|
|
716
PTC
PTC
$21.3B
| $7.87M | 0.01% |
56,083
-18,281
| -25% | -$2.51M |
2021 Q1
22 quarters
|
|
717
West Pharmaceutical
WST
$28.8B
| $7.87M | 0.01% |
21,217
-139
| -0.7% | -$49.1K |
2019 Q4
27 quarters
|
|
718
Diamondback Energy
FANG
$50.5B
| $7.83M | 0.01% |
42,572
+5,851
| +16% | +$1.14M |
2020 Q1
26 quarters
|
|
719
Loews
L
$22.6B
| $7.81M | 0.01% |
74,810
+966
| +1% | +$108K |
2021 Q1
22 quarters
|
|
720
PACS Group
PACS
$7.95B
| $7.81M | 0.01% |
187,912
+7,472
| +4% | +$331K |
2026 Q2
1 quarter
|
|
721
MeiraGTx Holdings
MGTX
$930M
| $7.79M | 0.01% |
+707,885
| New | +$9.18M |
2026 Q3
0 quarters
|
|
722
MacroGenics
MGNX
$148M
| $7.77M | 0.01% |
2,013,592
+370,966
| +23% | +$1.53M |
2025 Q4
3 quarters
|
|
723
Caledonia Mining Corp
CMCL
$387M
| $7.77M | 0.01% |
330,004
-31,524
| -9% | -$694K |
2025 Q1
6 quarters
|
|
724
Public Storage
PSA
$62.7B
| $7.72M | 0.01% |
27,305
+1,793
| +7% | +$561K |
2017 Q4
35 quarters
|
|
725
NovaGold Resources
NG
$2.65B
| $7.7M | 0.01% |
1,182,764
+170,470
| +17% | +$1.21M |
2018 Q3
32 quarters
|
|
Similar funds
Mackenzie Financial's Q3 2026 Portfolio in Review
As of Q3 2026, Mackenzie Financial held 1,697 positions worth $91.6B, down 8.4% from $100B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Mackenzie Financial's Q3 2026 filing shows 143 new, 750 increased, 568 reduced and 180 closed positions. Its largest new stake was Global E Online: 726,763 shares worth $28.9M. The largest sale was Royal Bank of Canada, an estimated $216M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 19% a quarter earlier, followed by Financials and Energy.
- Mackenzie Financial's largest Q3 2026 buy was Global E Online: 726,763 shares worth $28.9M.
- Mackenzie Financial added most to Microsoft in Q3 2026, an estimated $222M increase.
- Mackenzie Financial's biggest Q3 2026 reduction was Royal Bank of Canada, cutting an estimated $216M.
- Mackenzie Financial fully exited Invesco QQQ Trust in Q3 2026, selling an estimated $74.2M.
- Mackenzie Financial's ten largest holdings make up 27% of its $91.6B portfolio in Q3 2026.
- Mackenzie Financial opened 143 new positions and closed 180 in Q3 2026.
- Mackenzie Financial's portfolio value fell 8.4% quarter-over-quarter to $91.6B.
Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.