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 | |
|---|---|---|---|---|---|---|---|
1326
Cabot Corp
CBT
$3.71B
| $471K | ﹤0.01% |
6,125
+925
| +18% | +$78.1K |
2022 Q1
18 quarters
|
|
1327
SLR Investment Corp
SLRC
$631M
| $471K | ﹤0.01% |
40,623
+1,223
| +3% | +$15.4K |
2021 Q1
22 quarters
|
|
1328
Ziff Davis
ZD
$1.7B
| $469K | ﹤0.01% |
8,280
| – | – |
2024 Q4
7 quarters
|
|
1329
Crawford & Co Class A
CRD.A
$570M
| $464K | ﹤0.01% |
37,215
+6,077
| +20% | +$74.4K |
2025 Q4
3 quarters
|
|
1330
UFP Industries
UFPI
$4.37B
| $462K | ﹤0.01% |
5,987
-398
| -6% | -$34.1K |
2021 Q2
21 quarters
|
|
1331
Himax Technologies
HIMX
$1.59B
| $460K | ﹤0.01% |
+32,691
| New | +$453K |
2026 Q3
0 quarters
|
|
1332
Playtika
PLTK
$980M
| $454K | ﹤0.01% |
212,077
-272,687
| -56% | -$808K |
2024 Q3
8 quarters
|
|
1333
Protagonist Therapeutics
PTGX
$8.8B
| $453K | ﹤0.01% |
+3,217
| New | +$458K |
2026 Q3
0 quarters
|
|
1334
Canopy Growth
CGC
$256M
| $448K | ﹤0.01% |
502,331
+25,031
| +5% | +$24K |
2020 Q2
25 quarters
|
|
1335
TG Therapeutics
TGTX
$9.9B
| $448K | ﹤0.01% |
8,025
| – | – |
2026 Q2
1 quarter
|
|
1336
Rush Enterprises Class A
RUSHA
$5.24B
| $443K | ﹤0.01% |
9,665
+2,918
| +43% | +$148K |
2021 Q3
20 quarters
|
|
1337
M/I Homes
MHO
$3.25B
| $442K | ﹤0.01% |
3,274
| – | – |
2022 Q2
17 quarters
|
|
1338
Tyler Technologies
TYL
$16.9B
| $436K | ﹤0.01% |
1,369
-13,421
| -91% | -$4.42M |
2020 Q1
26 quarters
|
|
1339
Canada Goose Holdings
GOOS
$806M
| $435K | ﹤0.01% |
55,723
+4,295
| +8% | +$36.9K |
2019 Q4
27 quarters
|
|
1340
Axsome Therapeutics
AXSM
$7.85B
| $433K | ﹤0.01% |
2,347
| – | – |
2026 Q2
1 quarter
|
|
1341
NMI Holdings
NMIH
$2.91B
| $427K | ﹤0.01% |
11,446
| – | – |
2025 Q4
3 quarters
|
|
1342
Skyworks Solutions
SWKS
$20.6B
| $426K | ﹤0.01% |
4,982
-436,752
| -99% | -$30.8M |
2017 Q4
35 quarters
|
|
1343
Corporacion America
CAAP
$4.12B
| $419K | ﹤0.01% |
16,457
-23,183
| -58% | -$572K |
2025 Q2
5 quarters
|
|
1344
Sonoco
SON
$4.9B
| $417K | ﹤0.01% |
+8,549
| New | +$467K |
2026 Q3
0 quarters
|
|
1345
Ionis Pharmaceuticals
IONS
$4.72B
| $415K | ﹤0.01% |
9,289
| – | – |
2025 Q3
4 quarters
|
|
1346
Generac Holdings
GNRC
$11.4B
| $411K | ﹤0.01% |
+1,988
| New | +$413K |
2026 Q3
0 quarters
|
|
1347
SPDR Gold Trust
GLD
$133B
| $411K | ﹤0.01% |
1,080
+520
| +93% | +$203K |
2018 Q2
33 quarters
|
|
1348
Acco Brands
ACCO
$492M
| $409K | ﹤0.01% |
97,367
+3,044
| +3% | +$12.8K |
2021 Q2
21 quarters
|
|
1349
Allegro MicroSystems
ALGM
$5.99B
| $408K | ﹤0.01% |
+11,227
| New | +$470K |
2026 Q3
0 quarters
|
|
1350
Clorox
CLX
$12.9B
| $407K | ﹤0.01% |
5,025
+1,031
| +26% | +$99.2K |
2015 Q2
45 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.