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| Mackenzie Financial Corporation
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|---|---|
| CRD # | 110338 |
| SEC # | 801-25226 |
| CIK # | 0000919859 |
| AUM | 194.88 B (2026-03-30) |
| Employees | 1,362 (8% Investors, 1% Brokers) |
| Fees | |
| Minimum | |
| Phone | 416-967-2323 |
| Address | 180 Queen Street West Toronto Ontario, Canada |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Royal Bank of Canada | 3.1 | ||
| Nvidia Corp | 2.5 | ||
| Apple Inc | 2.4 | ||
| Toronto Dominion Bank | 2.3 | ||
| Microsoft Corp | 1.9 | ||
| Alphabet Inc | 1.8 | ||
| Agnico Eagle Mines Ltd | 1.8 | ||
| Canadian Natural Resources Ltd | 1.3 | ||
| Canadian Pacific Railway Ltd/Cn | 1.2 | ||
| Amazon Com Inc | 1.2 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Mackenzie Global Environmental Equity Fund Cayman Ltd | [2022-03-30] | 178.0 M | 237.6 M |
| Filed 2026-02-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Commission $93,602 · Net Assets Decline to Disclose | ||||
| Other | Mackenzie Global Environmental Equity Master Fund Cayman LP | [2022-03-30] | 237.6 M | |
| Filed 2025-05-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Mackenzie Global Energy Long / Short Fund Cayman Ltd | 2017-06-06 | ||
| HF | Mackenzie Global Energy Long / Short Fund Delaware LP | 2017-06-06 | 2.0 M | |
| HF | Mackenzie Global Energy Long / Short Master Fund Cayman LP | 2017-06-06 | 18.3 M | |
| HF | Cundill International Company Ltd | 2013-03-28 | 1.5 M | |
| HF | Cundill Global Value LP | 2012-03-30 | 12.0 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 477 | 163.2 |
| (g) Pension and profit sharing plans | 7 | 2.4 |
| (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 | 29.1 |
| (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 | 685 | 194.9 |
| By Discretionary | ||
| Discretionary | 685 | 194.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 685 | 194.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 19.5 | |
| United States Persons | 175.4 | |
| Total | 685 | 194.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Keyes | Director | 153 | 31 | |
| Todd Hazlewood | Director | 22 | 7 | |
| Ian Lawrence | Director | 12 | 3 | |
| Mackenzie Em Funds Management Cayman Ltd | Executive Officer | 6 | 3 | |
| John Cook | Executive Officer | 26 | 2 | |
| Gregory Payne | Executive Officer | 8 | 2 | |
| Mackenzie Financial Corporation | Promoter | 3 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000919859] | |
| SC 13G | [0000919859] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $62.1B |
| Clients | 10 (99 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| LEI | DBL8DHRKOXEUHU7IVM29 |
| Related Firms | State | AUM |
|---|---|---|
|
Mackenzie Financial Corporation
✚
|
194.88 B | |
|
Mackenzie Investments Corporation
✚
|
MA | 18.07 B |
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