MACKENZIE FINANCIAL CORP

All 13F Filings

Location
Toronto Ontario, A6
Most recent 13F
Q4 2025
Holdings value ($000)
84,433,389
Description
Toronto Ontario based relationship driven wealth allocation platform with an incorporated management platform and a disciplined and process driven investment mandate. The approach emphasizes fundamental research depth, valuation discipline and downside awareness, and credit underwriting and duration control for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through risk adjusted decision framing and risk accountability.
Website
https://www.mackenzieinvestments.com/
Founded
1967
Chairman
—
CEO
Barry McInerney
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/18/2026 1,666 84,433,389 13F-HR MACKENZIE FINANCIAL CORP
Q3 2025 11/13/2025 1,699 82,553,738 13F-HR MACKENZIE FINANCIAL CORP
Q2 2025 8/13/2025 1,699 77,186,128 13F-HR MACKENZIE FINANCIAL CORP
Q1 2025 5/7/2025 1,666 70,329,681 13F-HR MACKENZIE FINANCIAL CORP
Q4 2024 5/2/2025 1,692 73,385,652 13F-HR/A - NEW HOLDINGS MACKENZIE FINANCIAL CORP
Q4 2024 2/20/2025 1,691 76,949,508 13F-HR/A - NEW HOLDINGS MACKENZIE FINANCIAL CORP
Q4 2024 2/14/2025 1,636 69,656,893 13F-HR MACKENZIE FINANCIAL CORP
Q3 2024 11/13/2024 1,574 71,862,229 13F-HR MACKENZIE FINANCIAL CORP
Q2 2024 8/14/2024 1,533 67,300,456 13F-HR MACKENZIE FINANCIAL CORP
Q1 2024 5/10/2024 1,521 69,392,973 13F-HR MACKENZIE FINANCIAL CORP
Q4 2023 1/30/2024 1,492 66,305,485 13F-HR MACKENZIE FINANCIAL CORP
Q3 2023 10/25/2023 1,466 59,480,007 13F-HR MACKENZIE FINANCIAL CORP
Q2 2023 8/3/2023 1,503 65,921,164 13F-HR MACKENZIE FINANCIAL CORP
Q1 2023 4/24/2023 1,513 64,738,467 13F-HR MACKENZIE FINANCIAL CORP
Q4 2022 2/14/2023 1,424 59,869,191 13F-HR MACKENZIE FINANCIAL CORP
Q3 2022 10/7/2022 1,426 58,140,775 13F-HR MACKENZIE FINANCIAL CORP
Q2 2022 8/10/2022 1,456 62,436,319 13F-HR MACKENZIE FINANCIAL CORP
Q1 2022 5/13/2022 1,406 74,583,710 13F-HR MACKENZIE FINANCIAL CORP
Q4 2021 2/14/2022 1,427 74,222,441 13F-HR MACKENZIE FINANCIAL CORP
Q3 2021 11/8/2021 1,430 70,517,068 13F-HR MACKENZIE FINANCIAL CORP
Q2 2021 8/11/2021 1,232 71,902,433 13F-HR MACKENZIE FINANCIAL CORP
Q1 2021 5/14/2021 1,117 65,614,705 13F-HR MACKENZIE FINANCIAL CORP
Q4 2020 2/10/2021 1,034 46,306,409 13F-HR MACKENZIE FINANCIAL CORP
Q3 2020 11/13/2020 986 40,257,457 13F-HR MACKENZIE FINANCIAL CORP
Q2 2020 8/13/2020 1,002 37,364,789 13F-HR MACKENZIE FINANCIAL CORP
Q1 2020 5/15/2020 1 9,483 13F-HR/A - NEW HOLDINGS MACKENZIE FINANCIAL CORP
Q1 2020 5/14/2020 1,065 31,099,470 13F-HR MACKENZIE FINANCIAL CORP
Q4 2019 2/14/2020 2 105,536 13F-HR/A - NEW HOLDINGS MACKENZIE FINANCIAL CORP
Q4 2019 2/13/2020 1,070 40,655,554 13F-HR MACKENZIE FINANCIAL CORP
Q2 2014 8/11/2014 638 21,498,236 13F-HR MACKENZIE FINANCIAL CORP
Q1 2014 5/14/2014 643 20,396,295 13F-HR MACKENZIE FINANCIAL CORP
Q4 2013 2/11/2014 624 19,789,255 13F-HR/A - RESTATEMENT MACKENZIE FINANCIAL CORP
Q4 2013 2/3/2014 624 19,789,255 13F-HR MACKENZIE FINANCIAL CORP
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 168 (0.0% of total reported value) · QoQ Δ: -525
Type Value ($000) Share % Inflow Outflow Net
Stocks 83.18 M 98.5% 1.804 M 0 1.804 M
ETFs 1.141 M 1.4% 41.1 K 0 41.1 K
Debt 0 0.0% 0 216 -216
Other 111.1 K 0.1% 35.04 K 0 35.04 K
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Fund Snapshot

Q4 2025
Latest filed
2/18/2026
Total value ($000)
84,433,389
Holdings
1666
QoQ value change ($000)
1,879,651 (2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.