Mackenzie Investments Corporation

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Mackenzie Investments Corporation ✚
CRD #	165899
SEC #	801-77541
CIK #	0000919859
AUM	$18.1 B (2026-03-30)
Employees	16 (62% Investors, 12% Brokers)
Phone	617-439-9500
Address	Two International Place Boston, MA 02110
Source	[IAPD] [EDGAR] [Website]

Total AUM ($B) Copy

CIK	Period
0000919859	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0000919859

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
	Shopify Inc	1.2
	Bank of Montreal /Can/	1.2
	Enbridge Inc	1.1
	Johnson & Johnson	1.1
	Manulife Financial Corp	1.0
	Canadian Imperial Bank of Commerce /Can/	1.0
	Suncor Energy Inc	0.9
	Canadian National Railway Co	0.9
	Brookfield Asset Management Inc	0.9
	Facebook Inc	0.8
	Progressive Waste Solutions Ltd	0.8
	Barrick Gold Corp	0.8
	Transcanada Corp	0.8
	Broadcom Inc	0.8
	Cenovus Energy Inc	0.7
	Franco Nevada Corp	0.6
	Bank of Nova Scotia	0.6
	Nutrien Ltd	0.6



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Type	Form D Funds	Date	Sold ($M)	AUM ($M)
HF	Mackenzie US Quantitative Amplified Core Fund Cayman Ltd	2023-03-30		145.2
HF	Mackenzie US Quantitative Amplified Core Master Fund Cayman LP	2023-03-30		145.2
Other	Mackenzie International Quantitative Large Cap Fund Cayman Ltd	[2019-06-28]	34.9	62.8
Other	Mackenzie International Quantitative Large Cap Master Fund Cayman LP	[2019-06-28]	0.0	62.8
Other	Mackenzie International Quantitative Small Cap Fund Cayman Ltd	[2019-06-28]	33.5	58.3
Other	Mackenzie International Quantitative Small Cap Master Fund Cayman LP	[2019-06-28]	0.0	58.3
HF	Mackenzie Emerging Markets Long/Short Master Fund Cayman LP	[2018-08-03]	0.0	10.0
Other	Mackenzie Emerging Markets Small Cap Fund Cayman Ltd	[2018-08-03]	38.5	36.4
Other	Mackenzie Emerging Markets Small Cap Master Fund Cayman LP	[2018-08-03]	7.2	49.6

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	2	0.7
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	51	15.4
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	1.5
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.3
(l) Sovereign wealth funds and foreign official institutions	0	0.1
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	63	18.1
By Discretionary
Discretionary	63	18.1
Non-Discretionary	0	0.0
Total	63	18.1
By Non-United States Persons
Non-United States Persons		17.3
United States Persons		0.7
Total	63	18.1

Form D Directors	# Filings	# Firms
James Keyes	153	31
Richard Gordon	45	11
Todd Hazlewood	20	7
Sarah Demerling	15	5
Arup Datta	16	4
Ian Lawrence	12	3
Mackenzie EM Funds Management Cayman Ltd	6	3
Mackenzie Investments Corporation	14	2
Allan Warren	14	2
Nicholas Tham	14	2
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0000919859]
SC 13G	[0000919859]

Form 13D/13G Filer	Form 13D/13G Subject	Filed
Mackenzie Financial Corp	Canadian Solar Inc	[2026-05-15]
Mackenzie Financial Corp	Atlas Energy Corp	[2025-11-13]
Mackenzie Financial Corp	Telus International CDA Inc	[2023-12-08]
Mackenzie Financial Corp	CAE Inc	[2023-11-08]
Mackenzie Financial Corp	Stantec 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]
View All

Related Firms	State	AUM ($B)
Mackenzie Financial Corporation ✚		194.9
Mackenzie Investments Corporation ✚	MA	18.1

Comparable Firms	State	AUM ($B)
Pentwater Capital Management LP ✚	FL	19.3
PDT Partners LLC ✚	NY	19.2
Veritas Asset Management LLP ✚		19.1
Egerton Capital UK LLP ✚		19.1
Allianz Investment Management LLC ✚	MN	19.1
Park Square Capital USA LP ✚	NY	18.9
Blackstone Private Investments Advisors LLC ✚	NY	17.9
Cevian Capital II GP Limited ✚		17.8
Durable Capital Partners LP ✚	MD	17.6
RWC Asset Management LLP ✚		17.3

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Mackenzie Investments Corporation

Assets, Funds, Holdings