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 | |
|---|---|---|---|---|---|---|---|
1076
AB InBev
BUD
$166B
| $1.74M | ﹤0.01% |
23,718
+5,187
| +28% | +$415K |
2026 Q2
1 quarter
|
|
1077
Arm
ARM
$218B
| $1.74M | ﹤0.01% |
6,008
+2,182
| +57% | +$594K |
2025 Q4
3 quarters
|
|
1078
Hasbro
HAS
$17.3B
| $1.74M | ﹤0.01% |
19,804
+504
| +3% | +$45K |
2024 Q1
10 quarters
|
|
1079
Wolverine World Wide
WWW
$1.8B
| $1.73M | ﹤0.01% |
+90,480
| New | +$1.74M |
2026 Q3
0 quarters
|
|
1080
Amrize Ltd
AMRZ
$22.2B
| $1.71M | ﹤0.01% |
45,788
-82,797
| -64% | -$3.78M |
2025 Q2
5 quarters
|
|
1081
Hinge Health
HNGE
$9.9B
| $1.71M | ﹤0.01% |
+17,590
| New | +$1.54M |
2026 Q3
0 quarters
|
|
1082
Ally Financial
ALLY
$11.5B
| $1.7M | ﹤0.01% |
45,230
-214
| -0.5% | -$9.21K |
2026 Q2
1 quarter
|
|
1083
Unum
UNM
$12.6B
| $1.69M | ﹤0.01% |
19,299
-1,469
| -7% | -$133K |
2026 Q2
1 quarter
|
|
1084
Compañía de Minas Buenaventura
BVN
$6.63B
| $1.69M | ﹤0.01% |
53,415
+20,633
| +63% | +$674K |
2025 Q1
6 quarters
|
|
1085
Avnet
AVT
$7.14B
| $1.67M | ﹤0.01% |
16,700
+1,870
| +13% | +$171K |
2019 Q4
27 quarters
|
|
1086
CTO Realty Growth
CTO
$792M
| $1.66M | ﹤0.01% |
80,997
+2,301
| +3% | +$49.4K |
2026 Q1
2 quarters
|
|
1087
Pitney Bowes
PBI
$2.16B
| $1.65M | ﹤0.01% |
101,185
+17,508
| +21% | +$302K |
2022 Q2
17 quarters
|
|
1088
Hut 8
HUT
$7.33B
| $1.65M | ﹤0.01% |
19,154
+6,035
| +46% | +$571K |
2025 Q3
4 quarters
|
|
1089
Vizsla Silver
VZLA
$1.15B
| $1.64M | ﹤0.01% |
432,022
+27,201
| +7% | +$99.1K |
2023 Q4
11 quarters
|
|
1090
Astrana Health
ASTH
$1.64B
| $1.62M | ﹤0.01% |
+45,513
| New | +$1.79M |
2026 Q3
0 quarters
|
|
1091
ITT
ITT
$19.2B
| $1.62M | ﹤0.01% |
8,016
+774
| +11% | +$156K |
2026 Q2
1 quarter
|
|
1092
Progyny
PGNY
$2.69B
| $1.59M | ﹤0.01% |
63,223
+48,815
| +339% | +$1.38M |
2026 Q2
1 quarter
|
|
1093
Icon
ICLR
$15B
| $1.59M | ﹤0.01% |
9,362
-7,092
| -43% | -$1.19M |
2023 Q1
14 quarters
|
|
1094
Texas Pacific Land
TPL
$19.4B
| $1.59M | ﹤0.01% |
4,877
+466
| +11% | +$176K |
2022 Q4
15 quarters
|
|
1095
Royal Gold
RGLD
$22.7B
| $1.59M | ﹤0.01% |
6,726
-129,648
| -95% | -$29.7M |
2025 Q3
4 quarters
|
|
1096
Sportsman's Warehouse
SPWH
$44.6M
| $1.59M | ﹤0.01% |
1,403,942
-142,640
| -9% | -$170K |
2026 Q2
1 quarter
|
|
1097
Lightspeed Commerce
LSPD
$1.32B
| $1.58M | ﹤0.01% |
161,639
-3,228
| -2% | -$33K |
2020 Q4
23 quarters
|
|
1098
Tuya Inc
TUYA
$1.01B
| $1.57M | ﹤0.01% |
923,907
+46,831
| +5% | +$83.2K |
2025 Q4
3 quarters
|
|
1099
Brookfield Renewable
BEP
$9.23B
| $1.57M | ﹤0.01% |
55,763
-3,482
| -6% | -$111K |
2023 Q1
14 quarters
|
|
1100
Adtran
ADTN
$382M
| $1.57M | ﹤0.01% |
229,040
-123,398
| -35% | -$1.1M |
2025 Q1
6 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.