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 | |
|---|---|---|---|---|---|---|---|
1251
Nu Skin
NUS
$196M
| $743K | ﹤0.01% |
+164,074
| New | +$810K |
2026 Q3
0 quarters
|
|
1252
ZIM Integrated Shipping Services
ZIM
$3.54B
| $742K | ﹤0.01% |
25,313
+1,216
| +5% | +$32.8K |
2026 Q1
2 quarters
|
|
1253
Elanco Animal Health
ELAN
$13.4B
| $741K | ﹤0.01% |
33,078
+5,157
| +18% | +$125K |
2025 Q3
4 quarters
|
|
1254
Chewy
CHWY
$9.05B
| $739K | ﹤0.01% |
40,586
-16,070
| -28% | -$350K |
2026 Q1
2 quarters
|
|
1255
Apple Hospitality REIT
APLE
$4.59B
| $737K | ﹤0.01% |
45,579
+19,267
| +73% | +$312K |
2026 Q2
1 quarter
|
|
1256
Atmus Filtration Technologies
ATMU
$4.49B
| $736K | ﹤0.01% |
16,948
+7,644
| +82% | +$376K |
2024 Q2
9 quarters
|
|
1257
Medallion Financial
MFIN
$213M
| $735K | ﹤0.01% |
61,794
+4,220
| +7% | +$46.7K |
2026 Q2
1 quarter
|
|
1258
Option Care Health
OPCH
$4.74B
| $731K | ﹤0.01% |
32,524
-1,136
| -3% | -$26.2K |
2021 Q3
20 quarters
|
|
1259
Rithm Capital
RITM
$5.01B
| $730K | ﹤0.01% |
81,721
-128,196
| -61% | -$1.24M |
2022 Q2
17 quarters
|
|
1260
Halozyme
HALO
$11.4B
| $728K | ﹤0.01% |
6,591
-9,736
| -60% | -$940K |
2021 Q1
22 quarters
|
|
1261
Upwork
UPWK
$1.25B
| $722K | ﹤0.01% |
+88,461
| New | +$781K |
2026 Q3
0 quarters
|
|
1262
Everforth Inc
EFOR
$1.46B
| $718K | ﹤0.01% |
21,810
-646
| -3% | -$18K |
2025 Q4
3 quarters
|
|
1263
Primo Brands
PRMB
$8.63B
| $702K | ﹤0.01% |
+36,827
| New | +$837K |
2026 Q3
0 quarters
|
|
1264
CAVA Group
CAVA
$6.8B
| $698K | ﹤0.01% |
12,894
-35
| -0.3% | -$2.23K |
2026 Q1
2 quarters
|
|
1265
Kimco Realty
KIM
$17B
| $694K | ﹤0.01% |
31,231
-299
| -0.9% | -$7.27K |
2020 Q4
23 quarters
|
|
1266
CarGurus
CARG
$3.11B
| $693K | ﹤0.01% |
22,237
-6,377
| -22% | -$223K |
2022 Q3
16 quarters
|
|
1267
Grab
GRAB
$13.1B
| $684K | ﹤0.01% |
219,857
+19,235
| +10% | +$66.6K |
2023 Q1
14 quarters
|
|
1268
Ascendis Pharma A/S
ASND
$18.1B
| $674K | ﹤0.01% |
2,958
+389
| +15% | +$98.5K |
2026 Q2
1 quarter
|
|
1269
Pinnacle West Capital
PNW
$13B
| $674K | ﹤0.01% |
7,240
+787
| +12% | +$79K |
2022 Q1
18 quarters
|
|
1270
BioNTech
BNTX
$21.2B
| $667K | ﹤0.01% |
6,817
+861
| +14% | +$83.6K |
2021 Q3
20 quarters
|
|
1271
Lamb Weston
LW
$7.72B
| $667K | ﹤0.01% |
+16,000
| New | +$794K |
2026 Q3
0 quarters
|
|
1272
Spectrum Brands
SPB
$2.02B
| $665K | ﹤0.01% |
+8,370
| New | +$729K |
2026 Q3
0 quarters
|
|
1273
BGC Group
BGC
$5.22B
| $663K | ﹤0.01% |
+57,507
| New | +$662K |
2026 Q3
0 quarters
|
|
1274
Amcor
AMCR
$20.2B
| $662K | ﹤0.01% |
15,817
-449
| -3% | -$20.1K |
2026 Q1
2 quarters
|
|
1275
Solventum
SOLV
$15.1B
| $658K | ﹤0.01% |
7,461
-227
| -3% | -$19.4K |
2024 Q2
9 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.