Mackenzie Financial Corporation

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Assets, Funds, Holdings

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Mackenzie Financial Corporation
CRD #110338
SEC #801-25226
CIK #0000919859
AUM $158.2 BB (2024-03-28)
Employees 1,496 (7% Investors, 1% Brokers)
Phone416-967-2323
Address180 Queen Street West
Toronto Ontario, Canada
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($BB)
170136102683402001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
RY 136.4 2.7
MSFT 1,918.2 2.4
TD 118.7 1.4
AAPL 2,382.8 1.4
GOOGL 1,475.1 1.4
CNI 76.7 1.1
CP 65.2 1.1
CNQ 64.4 1.1
AMZN 1,093.0 1.0
BMO 62.8 1.0
View All
Holdings by Sector ($BB)
806448321602013201720212025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Mackenzie Global Environmental Equity Fund Cayman Ltd [2022-03-30] 85.5 88.2
Other Mackenzie Global Environmental Equity Master Fund Cayman LP [2022-03-30] 0.0 88.2
HF Mackenzie Global Energy Long / Short Fund Cayman Ltd 2017-06-06 0.0
HF Mackenzie Global Energy Long / Short Fund Delaware LP 2017-06-06 2.0
HF Mackenzie Global Energy Long / Short Master Fund Cayman LP 2017-06-06 18.3
HF Cundill International Company Ltd 2013-03-28 1.5
HF Cundill Global Value LP 2012-03-30 12.0
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 439 130.9
(g) Pension and profit sharing plans 5 1.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 25.3
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.1
Total 638 158.2
By Discretionary
Discretionary 638 158.2
Non-Discretionary 0 0.0
Total 638 158.2
By Non-United States Persons
Non-United States Persons 158.2
United States Persons 0.0
Total 638 158.2
Form D Directors # Filings # Firms 2011 - 2024
James Keyes 152
Todd Hazlewood 19
Ian Lawrence 12
Mackenzie EM Funds Management Cayman Ltd 6
John Cook 25
Gregory Payne 8
Mackenzie Financial Corporation 3
EDGAR Form CIK 2011 - 2024
13F-HR [0000919859]
SC 13G [0000919859]
Form 13D/13G Filer Form 13D/13G Subject Filed
Mackenzie Financial Corp Telus International CDA Inc [2023-12-08]
Mackenzie Financial Corp Stantec Inc [2023-11-08]
Mackenzie Financial Corp CAE Inc [2023-11-08]
Mackenzie Financial Corp CAE Inc [2023-07-10]
Mackenzie Financial Corp Stantec Inc [2022-03-03]
Mackenzie Financial Corp Advantage Oil & Gas Ltd [2021-10-01]
Mackenzie Financial Corp Hermitage Offshore Services Ltd [2021-08-05]
Mackenzie Financial Corp Quebecor Inc [2021-07-06]
Mackenzie Financial Corp Telus International CDA Inc [2021-03-01]
Mackenzie Financial Corp BRP Inc [2020-10-08]
View All
Related Firms State AUM ($BB)
Mackenzie Financial Corporation
158.2
Mackenzie Investments Corporation
MA 7.6
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BlackRock Capital Management Inc
DE 110.9
CIBC Asset Management Inc
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