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 | |
|---|---|---|---|---|---|---|---|
801
Colliers International
CIGI
$4.7B
| $5.64M | 0.01% |
62,987
+2,855
| +5% | +$281K |
2016 Q2
41 quarters
|
|
802
L3Harris
LHX
$51.5B
| $5.61M | 0.01% |
23,707
-104,780
| -82% | -$28.5M |
2021 Q3
20 quarters
|
|
803
ZipRecruiter
ZIP
$483M
| $5.56M | 0.01% |
1,585,262
+1,561,810
| +6,660% | +$6.46M |
2026 Q1
2 quarters
|
|
804
Coupang
CPNG
$28.7B
| $5.53M | 0.01% |
398,883
+79,228
| +25% | +$1.27M |
2023 Q3
12 quarters
|
|
805
Coinbase
COIN
$36.1B
| $5.51M | 0.01% |
29,582
+4,846
| +20% | +$823K |
2024 Q1
10 quarters
|
|
806
Liberty Latin America Class C
LILAK
$1.92B
| $5.48M | 0.01% |
666,570
-44,981
| -6% | -$368K |
2023 Q1
14 quarters
|
|
807
Veeva Systems
VEEV
$49.3B
| $5.45M | 0.01% |
19,097
+889
| +5% | +$209K |
2019 Q1
30 quarters
|
|
808
Extreme Networks
EXTR
$3.5B
| $5.43M | 0.01% |
252,952
+11,401
| +5% | +$293K |
2021 Q1
22 quarters
|
|
809
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.6B
| $5.37M | 0.01% |
69,559
+43,270
| +165% | +$3.39M |
2026 Q1
2 quarters
|
|
810
Algoma Steel
ASTL
$609M
| $5.34M | 0.01% |
1,280,834
-48,972
| -4% | -$204K |
2025 Q2
5 quarters
|
|
811
Carvana
CVNA
$81.5B
| $5.32M | 0.01% |
85,034
+7,677
| +10% | +$525K |
2024 Q4
7 quarters
|
|
812
Arvinas
ARVN
$453M
| $5.31M | 0.01% |
+686,074
| New | +$5.88M |
2026 Q3
0 quarters
|
|
813
ATI
ATI
$25.5B
| $5.31M | 0.01% |
28,012
-6,980
| -20% | -$1.39M |
2026 Q2
1 quarter
|
|
814
Strategy Inc
MSTR
$51.8B
| $5.3M | 0.01% |
34,593
+5,557
| +19% | +$643K |
2023 Q4
11 quarters
|
|
815
Grand Canyon Education
LOPE
$3B
| $5.29M | 0.01% |
34,923
-32,669
| -48% | -$4.85M |
2026 Q1
2 quarters
|
|
816
Sibanye-Stillwater
SBSW
$6.51B
| $5.27M | 0.01% |
515,829
+199,742
| +63% | +$2.08M |
2025 Q3
4 quarters
|
|
817
MKS Inc
MKSI
$15.3B
| $5.25M | 0.01% |
19,785
+1,516
| +8% | +$448K |
2025 Q4
3 quarters
|
|
818
Tractor Supply
TSCO
$19.1B
| $5.24M | 0.01% |
167,450
-33,649
| -17% | -$1.1M |
2017 Q4
35 quarters
|
|
819
Caribou Biosciences
CRBU
$42.2M
| $5.17M | 0.01% |
4,071,819
+421,023
| +12% | +$658K |
2026 Q1
2 quarters
|
|
820
Beam Therapeutics
BEAM
$2.67B
| $5.15M | 0.01% |
210,521
+25,022
| +13% | +$697K |
2026 Q2
1 quarter
|
|
821
NiSource
NI
$21.8B
| $5.13M | 0.01% |
131,502
-7,400
| -5% | -$318K |
2019 Q1
30 quarters
|
|
822
Telesat
TSAT
$741M
| $5.11M | 0.01% |
110,844
-7,986
| -7% | -$362K |
2026 Q2
1 quarter
|
|
823
Madison Square Garden
MSGE
$3.78B
| $5.08M | 0.01% |
63,393
-23,745
| -27% | -$1.86M |
2025 Q4
3 quarters
|
|
824
Pegasystems
PEGA
$5.14B
| $5.04M | 0.01% |
151,429
-215,865
| -59% | -$7.14M |
2023 Q3
12 quarters
|
|
825
Genuine Parts
GPC
$17.1B
| $5.01M | 0.01% |
39,806
+687
| +2% | +$89.4K |
2018 Q4
31 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.