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 | |
|---|---|---|---|---|---|---|---|
976
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
| $2.63M | ﹤0.01% |
2,631,800
+1,337,400
| +103% | +$106M |
2026 Q2
1 quarter
|
|
977
HubSpot
HUBS
$9.9B
| $2.63M | ﹤0.01% |
12,823
+11,582
| +933% | +$2.61M |
2020 Q4
23 quarters
|
|
978
Liberty Global Class A
LBTYA
$3.54B
| $2.61M | ﹤0.01% |
285,969
-5,595
| -2% | -$58.3K |
2023 Q1
14 quarters
|
|
979
Western Copper and Gold
WRN
$342M
| $2.6M | ﹤0.01% |
1,176,660
+6,602
| +0.6% | +$15.3K |
2022 Q1
18 quarters
|
|
980
Openlane
OPLN
$4.25B
| $2.6M | ﹤0.01% |
+76,286
| New | +$2.82M |
2026 Q3
0 quarters
|
|
981
monday.com
MNDY
$3.28B
| $2.57M | ﹤0.01% |
+32,728
| New | +$2.84M |
2026 Q3
0 quarters
|
|
982
Hafnia
HAFN
$5.04B
| $2.56M | ﹤0.01% |
256,254
-92,732
| -27% | -$756K |
2024 Q2
9 quarters
|
|
983
Avino Silver & Gold Mines
ASM
$779M
| $2.55M | ﹤0.01% |
459,318
+165,746
| +56% | +$1.07M |
2025 Q2
5 quarters
|
|
984
Americas Gold and Silver
USAS
$1B
| $2.53M | ﹤0.01% |
578,121
+223,451
| +63% | +$1.06M |
2025 Q1
6 quarters
|
|
985
Revvity
RVTY
$17.7B
| $2.53M | ﹤0.01% |
16,570
-8,770
| -35% | -$1.08M |
2020 Q1
26 quarters
|
|
986
Yext
YEXT
$767M
| $2.53M | ﹤0.01% |
390,563
+93,529
| +31% | +$553K |
2022 Q2
17 quarters
|
|
987
Forum Energy Technologies
FET
$869M
| $2.52M | ﹤0.01% |
31,173
-43,214
| -58% | -$3.06M |
2026 Q2
1 quarter
|
|
988
Vir Biotechnology
VIR
$2.25B
| $2.51M | ﹤0.01% |
+224,390
| New | +$2.24M |
2026 Q3
0 quarters
|
|
989
Teladoc Health
TDOC
$1.63B
| $2.45M | ﹤0.01% |
422,677
+269,684
| +176% | +$1.97M |
2023 Q1
14 quarters
|
|
990
Iris Energy
IREN
$8.84B
| $2.45M | ﹤0.01% |
59,911
-21,492
| -26% | -$882K |
2025 Q4
3 quarters
|
|
991
Nature's Sunshine
NATR
$179M
| $2.44M | ﹤0.01% |
192,076
+47,972
| +33% | +$805K |
2026 Q2
1 quarter
|
|
992
AGI Inc
AGBK
$862M
| $2.41M | ﹤0.01% |
417,617
-3,205
| -0.8% | -$21K |
2026 Q1
2 quarters
|
|
993
Tandem Diabetes Care
TNDM
$1.31B
| $2.39M | ﹤0.01% |
+146,607
| New | +$2.75M |
2026 Q3
0 quarters
|
|
994
Hexcel
HXL
$6.17B
| $2.38M | ﹤0.01% |
28,345
+19,796
| +232% | +$1.92M |
2024 Q4
7 quarters
|
|
995
Hudson Pacific Properties
HPP
$469M
| $2.37M | ﹤0.01% |
+205,134
| New | +$2.82M |
2026 Q3
0 quarters
|
|
996
EPR Properties
EPR
$4.55B
| $2.36M | ﹤0.01% |
42,059
+5,832
| +16% | +$350K |
2026 Q2
1 quarter
|
|
997
Scorpio Tankers
STNG
$4.19B
| $2.34M | ﹤0.01% |
27,910
-6,567
| -19% | -$521K |
2026 Q2
1 quarter
|
|
998
Vanguard FTSE Europe ETF
VGK
$30.2B
| $2.34M | ﹤0.01% |
26,910
+4,010
| +18% | +$361K |
2025 Q4
3 quarters
|
|
999
First Community Corp
FCCO
$307M
| $2.33M | ﹤0.01% |
+72,505
| New | +$2.43M |
2026 Q3
0 quarters
|
|
1000
Alliant Energy
LNT
$19.1B
| $2.33M | ﹤0.01% |
36,745
-13,535
| -27% | -$949K |
2020 Q1
26 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.