CI INVESTMENTS INC.
All 13F Filings
- Location
- Toronto, Z4
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 22,826,728
- Description
- Toronto based fundamental growth equity manager with a corporation based operating model and a governance centered and selective investment mandate. The approach emphasizes model based security selection, durable growth thesis development, and fundamental research depth for innovation oriented equity mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through execution path consistency and risk accountability.
- Founded
- 1965
- Chairman
- —
- CEO
- —
- 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 | 2/12/2026 | 646 | 22,826,728 | 13F-HR | CI INVESTMENTS INC. |
| Q3 2025 | 11/12/2025 | 1,288 | 27,517,669 | 13F-HR | CI INVESTMENTS INC. |
| Q2 2025 | 8/12/2025 | 1,293 | 26,656,612 | 13F-HR | CI INVESTMENTS INC. |
| Q1 2025 | 5/13/2025 | 1,303 | 23,734,424 | 13F-HR | CI INVESTMENTS INC. |
| Q4 2024 | 2/12/2025 | 1,301 | 26,548,169 | 13F-HR | CI INVESTMENTS INC. |
| Q3 2024 | 11/12/2024 | 1,276 | 26,275,413 | 13F-HR | CI INVESTMENTS INC. |
| Q2 2024 | 8/12/2024 | 1,257 | 25,393,870 | 13F-HR | CI INVESTMENTS INC. |
| Q1 2024 | 5/13/2024 | 1,293 | 25,193,883 | 13F-HR | CI INVESTMENTS INC. |
| Q4 2023 | 2/12/2024 | 1,267 | 19,339,509 | 13F-HR | CI INVESTMENTS INC. |
| Q3 2023 | 11/13/2023 | 1,295 | 17,924,016 | 13F-HR | CI INVESTMENTS INC. |
| Q2 2023 | 8/11/2023 | 1,311 | 19,821,515 | 13F-HR | CI INVESTMENTS INC. |
| Q1 2023 | 5/12/2023 | 1,301 | 19,875,796 | 13F-HR | CI INVESTMENTS INC. |
| Q4 2022 | 2/10/2023 | 1,338 | 19,774,042 | 13F-HR | CI INVESTMENTS INC. |
| Q3 2022 | 11/14/2022 | 1,363 | 19,273,664 | 13F-HR | CI INVESTMENTS INC. |
| Q2 2022 | 8/12/2022 | 1,399 | 21,440,105 | 13F-HR | CI INVESTMENTS INC. |
| Q1 2022 | 5/12/2022 | 1,434 | 27,183,408 | 13F-HR | CI INVESTMENTS INC. |
| Q4 2021 | 2/11/2022 | 1,408 | 28,977,680 | 13F-HR | CI INVESTMENTS INC. |
| Q3 2021 | 11/12/2021 | 1,412 | 26,858,332 | 13F-HR | CI INVESTMENTS INC. |
| Q2 2021 | 8/13/2021 | 1,036 | 27,280,005 | 13F-HR | CI INVESTMENTS INC. |
| Q1 2021 | 5/13/2021 | 1,007 | 23,711,386 | 13F-HR | CI INVESTMENTS INC. |
| Q4 2020 | 2/9/2021 | 962 | 22,695,546 | 13F-HR | CI INVESTMENTS INC. |
| Q3 2020 | 11/9/2020 | 931 | 20,124,068 | 13F-HR | CI INVESTMENTS INC. |
| Q2 2020 | 8/7/2020 | 616 | 18,762,373 | 13F-HR | CI INVESTMENTS INC. |
| Q1 2020 | 8/7/2020 | 563 | 16,484,769 | 13F-HR | CI INVESTMENTS INC. |
| Q4 2019 | 2/11/2020 | 597 | 19,690,170 | 13F-HR | CI INVESTMENTS INC. |
| Q2 2014 | 8/1/2014 | 179 | 10,116,427 | 13F-HR | CI INVESTMENTS INC. |
| Q1 2014 | 5/6/2014 | 191 | 9,481,288 | 13F-HR | CI INVESTMENTS INC. |
| Q4 2013 | 2/5/2014 | 180 | 9,138,312 | 13F-HR/A - RESTATEMENT | CI INVESTMENTS INC. |
| Q4 2013 | 2/3/2014 | 180 | 9,150,007 | 13F-HR | CI INVESTMENTS INC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
13.25 K
(0.1% of total reported value)
· QoQ Δ:
+3.833 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.36 M | 93.7% | 0 | 493.8 K | -493.8 K |
| ETFs | 1.354 M | 5.9% | 0 | 4.24 M | -4.24 M |
| Debt | 27.07 K | 0.1% | 17.07 K | 0 | 17.07 K |
| Other | 58.42 K | 0.3% | 14.39 K | 0 | 14.39 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
22,826,728
Holdings
646
QoQ value change ($000)
-4,690,941
(-17.0%)
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.