MACKENZIE FINANCIAL CORP

New 13F: Q3 2026

MACKENZIE FINANCIAL CORP filed its 13F for the quarter ended Sep 30, 2026 on Nov 2, 2026: $24.9B in AI and semiconductor stocks; $1.7B bought and $1.0B sold against its previous quarter, at the quarter's prices.

MACKENZIE FINANCIAL CORP declares $23.0B in 157 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 23.0% of its $100.0B 13F portfolio. Largest positions: NVIDIA (0.06% of the company) and Apple (0.06% of the company). Over time: $23.0B in 157 of these companies for Q2 2026, against $4.2B in 87 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $2.0B and sold $1.9B of these stocks, at the quarter's prices: a net purchase of $66.9M; 16 new positions and 5 sold out.

Performance of its AI picks

The AI-stock portfolio MACKENZIE FINANCIAL CORP declared for Q2 2026 (Form 13F), held unchanged, returned +3.5% in Q3 2026 (SMH -7.1%), ranked 923 of 1,785 active managers. Over the last 12 months, quarter after quarter: +27.8% (SMH +87.2%), ranked 742 of 1,360 active managers. Over three years, quarter after quarter: +126.2% (SMH +325.8%), ranked 596 of 784 active managers. Over five years, quarter after quarter: +145.8% (SMH +389.8%), ranked 337 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. NVIDIA (NVDA): $2.9B, 14.4M shares, 0.06% of the company, 2.9% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Apple (AAPL): $2.6B, 8.9M shares, 0.06% of the company, 2.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  3. Alphabet (GOOGL): $2.4B, 6.8M shares, 0.06% of the company, 2.4% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. Microsoft (MSFT): $2.0B, 5.3M shares, 0.07% of the company, 2.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
  5. Amazon (AMZN): $1.5B, 6.4M shares, 0.06% of the company, 1.5% of its portfolio (added this quarter); held since Q4 2019 or earlier
  6. Broadcom (AVGO): $1.0B, 2.8M shares, 0.06% of the company, 1.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
  7. Meta Platforms (META): $875.1M, 1.6M shares, 0.06% of the company, 0.88% of its portfolio (added this quarter); held since Q4 2019 or earlier
  8. Lam Research (LRCX): $685.9M, 1.6M shares, 0.13% of the company, 0.69% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  9. Micron (MU): $655.1M, 567,565 shares, 0.05% of the company, 0.66% of its portfolio (added this quarter); held since Q4 2019 or earlier
  10. Applied Materials (AMAT): $515.6M, 713,175 shares, 0.09% of the company, 0.52% of its portfolio (added this quarter); held since Q4 2019 or earlier
  11. Cisco (CSCO): $465.9M, 4.0M shares, 0.10% of the company, 0.47% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  12. Caterpillar (CAT): $387.5M, 363,903 shares, 0.08% of the company, 0.39% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  13. AMD (AMD): $387.0M, 666,172 shares, 0.04% of the company, 0.39% of its portfolio (added this quarter); held since Q4 2019 or earlier
  14. Texas Instruments (TXN): $350.9M, 1.2M shares, 0.13% of the company, 0.35% of its portfolio (added this quarter); held since Q4 2019 or earlier
  15. Duke Energy (DUK): $318.4M, 2.5M shares, 0.32% of the company, 0.32% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier

By sector

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