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Latest MACKENZIE FINANCIAL CORP Stock Portfolio

$83.34Billion– No. of Holdings #1403

MACKENZIE FINANCIAL CORP Performance:
2026 Q1: -1.28%YTD: -1.28%2025: 20.35%
Performance for 2026 Q1 is -1.28%, and YTD is -1.28%, and 2025 is 20.35%.

About MACKENZIE FINANCIAL CORP and 13F Hedge Fund Stock Holdings

MACKENZIE FINANCIAL CORP is a hedge fund based in United Kingdom. On 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, MACKENZIE FINANCIAL CORP reported an equity portfolio of $83.3 Billions as of 31 Mar, 2026.

The top stock holdings of MACKENZIE FINANCIAL CORP are RY, NVDA, AAPL. The fund has invested 3.8% of it's portfolio in ROYAL BK CDA and 3% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), GRANITE REAL ESTATE INVT TR and EXACT SCIENCES CORP (EXAS) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), HUYA INC (HUYA) and AES CORP (AES). MACKENZIE FINANCIAL CORP opened new stock positions in ASTRAZENECA PLC, SM ENERGY COMPANY (SM) and COLUMBIA BKG SYS INC (COLB). The fund showed a lot of confidence in some stocks as they added substantially to ITRON INC (ITRI), TKO GROUP HOLDINGS INC and IRONWOOD PHARMACEUTICALS INC (IRWD).
MACKENZIE FINANCIAL CORP Equity Portfolio Value
Last Reported on: 13 May, 2026

MACKENZIE FINANCIAL CORP Annual Return Estimates Vs S&P 500

Our best estimate is that MACKENZIE FINANCIAL CORP made a return of -1.28% in the last quarter. In trailing 12 months, it's portfolio return was 17.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc282,447,000
sunbelt rentals holdings inc105,339,000
sm energy company83,460,500
mda space ltd68,011,800
columbia bkg sys inc31,127,500
virtu finl inc19,070,700
permian resources corp16,969,700
liberty energy inc14,182,400
New stocks bought by MACKENZIE FINANCIAL CORP

Additions

Ticker% Inc.
itron inc11,635
tko group holdings inc6,199
reddit inc1,576
coeur mng inc1,475
hf sinclair corp1,280
tyler technologies inc1,279
eastman chem co1,233
new oriental ed & technology993
Additions to existing portfolio by MACKENZIE FINANCIAL CORP

Reductions

Ticker% Reduced
blackstone inc-88.24
uber technologies inc-80.77
american express co-69.87
cognex corp-69.53
ishares silver tr-66.99
colliers intl group inc-63.43
pulte group inc-62.49
ralph lauren corp-61.25
MACKENZIE FINANCIAL CORP reduced stake in above stock

Sold off

None of the stocks were completely sold off by MACKENZIE FINANCIAL CORP

Sector Distribution

MACKENZIE FINANCIAL CORP has about 43.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Consumer Defensive
  • Utilities
  • Basic Materials
Sector%
Others43.1
Technology16.5
Industrials7.5
Healthcare7
Financial Services5.7
Consumer Cyclical4.7
Communication Services4.3
Energy4.1
Consumer Defensive3.4
Utilities1.6
Basic Materials1.5

Market Cap. Distribution

MACKENZIE FINANCIAL CORP has about 53% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED43
MEGA-CAP28.2
LARGE-CAP24.8
MID-CAP3.4

Stocks belong to which Index?

About 49.4% of the stocks held by MACKENZIE FINANCIAL CORP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others50.7
S&P 50047.2
RUSSELL 20002.2
Top 5 Winners (%)%
sandisk corp
134.4 %
venture global inc
101.6 %
VIAV
viavi solutions inc
80.6 %
LYB
lyondellbasell industries nv
77.2 %
CF
cf industries hold
68.4 %
Top 5 Winners ($)$
CNQ
canadian nat res ltd med ter
435.2 M
SU
suncor energy inc new
284.2 M
AEM
agnico eagle mines ltd
276.1 M
CVE
cenovus energy inc
258.4 M
JNJ
johnson & johnson
168.0 M
Top 5 Losers (%)%
GOSS
gossamer bio inc
-83.6 %
ATRA
atara biotherapeutics inc
-62.2 %
EHTH
ehealth inc
-59.4 %
ALIT
alight inc
-56.8 %
RPD
rapid7 inc
-56.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-617.0 M
SHOP
shopify inc
-445.3 M
RY
royal bk cda
-194.4 M
NVDA
nvidia corporation
-177.2 M
AAPL
apple inc
-176.6 M

MACKENZIE FINANCIAL CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MACKENZIE FINANCIAL CORP

MACKENZIE FINANCIAL CORP has 1403 stocks in it's portfolio. About 24.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CNQ was the most profitable stock for MACKENZIE FINANCIAL CORP last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions