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 | |
|---|---|---|---|---|---|---|---|
1201
Sphere Entertainment
SPHR
$4.59B
| $983K | ﹤0.01% |
7,310
-1,060
| -13% | -$157K |
2025 Q2
5 quarters
|
|
1202
Cimpress
CMPR
$1.39B
| $967K | ﹤0.01% |
12,542
+2,755
| +28% | +$253K |
2024 Q1
10 quarters
|
|
1203
Skywest
SKYW
$3.25B
| $965K | ﹤0.01% |
9,960
-127,660
| -93% | -$12.9M |
2022 Q4
15 quarters
|
|
1204
Jefferies Financial Group
JEF
$11B
| $962K | ﹤0.01% |
21,045
-2,485
| -11% | -$132K |
2026 Q2
1 quarter
|
|
1205
Jazz Pharmaceuticals
JAZZ
$15.9B
| $958K | ﹤0.01% |
4,140
+1,970
| +91% | +$487K |
2026 Q2
1 quarter
|
|
1206
Antero Resources
AR
$11.7B
| $954K | ﹤0.01% |
+28,586
| New | +$1.03M |
2026 Q3
0 quarters
|
|
1207
Avista
AVA
$3.38B
| $950K | ﹤0.01% |
27,086
+12,680
| +88% | +$492K |
2025 Q1
6 quarters
|
|
1208
Core Molding Technologies
CMT
$188M
| $948K | ﹤0.01% |
41,673
-29,558
| -41% | -$718K |
2024 Q4
7 quarters
|
|
1209
New Pacific Metals
NEWP
$1.01B
| $945K | ﹤0.01% |
151,204
+39,626
| +36% | +$224K |
2026 Q2
1 quarter
|
|
1210
Fox Class B
FOX
$25.6B
| $945K | ﹤0.01% |
16,788
+917
| +6% | +$51K |
2024 Q4
7 quarters
|
|
1211
Flutter Entertainment
FLUT
$14.8B
| $941K | ﹤0.01% |
12,627
+1,208
| +11% | +$120K |
2024 Q4
7 quarters
|
|
1212
Enlight Renewable Energy
ENLT
$9.49B
| $936K | ﹤0.01% |
13,525
+3,531
| +35% | +$286K |
2025 Q4
3 quarters
|
|
1213
HIVE Digital Technologies
HIVE
$485M
| $935K | ﹤0.01% |
+318,379
| New | +$960K |
2026 Q3
0 quarters
|
|
1214
Aimco
AIV
$222M
| $931K | ﹤0.01% |
+469,957
| New | +$1.2M |
2026 Q3
0 quarters
|
|
1215
Nexa Resources
NEXA
$1.59B
| $930K | ﹤0.01% |
76,254
+45,406
| +147% | +$610K |
2026 Q2
1 quarter
|
|
1216
Vestis
VSTS
$1.9B
| $912K | ﹤0.01% |
+68,289
| New | +$953K |
2026 Q3
0 quarters
|
|
1217
Stellantis
STLA
$11.9B
| $908K | ﹤0.01% |
205,650
+13,002
| +7% | +$70K |
2023 Q1
14 quarters
|
|
1218
Hanover Insurance
THG
$8.54B
| $907K | ﹤0.01% |
4,237
-310
| -7% | -$69K |
2024 Q3
8 quarters
|
|
1219
AST SpaceMobile
ASTS
$11B
| $906K | ﹤0.01% |
15,395
-2,120
| -12% | -$137K |
2025 Q4
3 quarters
|
|
1220
Oscar Health
OSCR
$10B
| $883K | ﹤0.01% |
28,647
-2,257
| -7% | -$69.4K |
2026 Q2
1 quarter
|
|
1221
A.O. Smith
AOS
$8.68B
| $872K | ﹤0.01% |
15,475
-1,113
| -7% | -$67.1K |
2019 Q1
30 quarters
|
|
1222
Southwest Gas
SWX
$6.72B
| $872K | ﹤0.01% |
+10,689
| New | +$954K |
2026 Q3
0 quarters
|
|
1223
iShares Global Materials ETF
MXI
$406M
| $866K | ﹤0.01% |
8,098
+1,243
| +18% | +$137K |
2025 Q4
3 quarters
|
|
1224
Rigel Pharmaceuticals
RIGL
$838M
| $863K | ﹤0.01% |
17,922
| – | – |
2025 Q2
5 quarters
|
|
1225
Rocket Companies
RKT
$41B
| $858K | ﹤0.01% |
74,572
+570
| +0.8% | +$7.8K |
2025 Q3
4 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.