Connor, Clark & Lunn Investment Management Ltd.: 13F holdings, Q2 2026
Connor, Clark & Lunn Investment Management Ltd. reported 1,622 positions worth $52.79B in its Form 13F for Q2 2026 (vs. $43.40B in Q1 2026), filed 2026-08-12.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | ROYAL BK CDA | $2.26B | 4.3% | 10,928,916 | +1% |
| TD | TORONTO DOMINION BK ONT | $1.44B | 2.7% | 11,854,139 | +11% |
| - | NVIDIA CORPORATION | $1.18B | 2.2% | 5,893,585 | +14% |
| - | ENBRIDGE INC | $1.12B | 2.1% | 20,624,547 | +18% |
| AAPL | APPLE INC | $1.06B | 2.0% | 3,675,441 | +22% |
| TRP | TC ENERGY CORP | $977.98M | 1.9% | 14,781,669 | +13% |
| AEM | AGNICO EAGLE MINES LTD | $927.60M | 1.8% | 5,995,364 | +4% |
| CM | CAN IMPERIAL BK OF COMMERCE | $916.77M | 1.7% | 7,969,186 | -13% |
| - | SUNCOR ENERGY INC NEW | $816.55M | 1.5% | 15,195,542 | +5% |
| CP | CANADIAN PACIFIC KANSAS CITY | $802.98M | 1.5% | 9,270,972 | +31% |
| - | INVESCO EXCH TRADED FD TR II | $720.34M | 1.4% | 9,625,100 | same |
| AMZN | AMAZON.COM INC | $712.55M | 1.3% | 2,989,642 | +22% |
| BMO | BANK OF MONTREAL | $677.07M | 1.3% | 3,839,476 | +84% |
| CNI | CANADIAN NATL RAILWAY CO | $676.36M | 1.3% | 5,674,241 | +24% |
| SHOP | SHOPIFY INC | $675.03M | 1.3% | 5,906,160 | -7% |
| CLS | CELESTICA INC | $674.20M | 1.3% | 1,846,032 | +11% |
| - | MICROSOFT CORP | $635.73M | 1.2% | 1,704,284 | +17% |
| AVGO | BROADCOM INC | $579.28M | 1.1% | 1,533,500 | +89% |
| GOOGL | ALPHABET INC-CL A | $571.41M | 1.1% | 1,598,941 | +4% |
| BNS | BANK OF NOVA SCOTIA | $567.28M | 1.1% | 6,543,050 | -30% |
| - | TAIWAN SEMICONDUCTOR MANUFAC | $559.44M | 1.1% | 1,171,436 | +38% |
| - | ASML HLDG NV | $547.69M | 1.0% | 275,301 | +33% |
| - | MICRON TECHNOLOGY INC | $499.51M | 0.9% | 432,744 | -34% |
| GOOG | ALPHABET INC-CL C | $482.05M | 0.9% | 1,364,312 | same |
| AMD | ADVANCED MICRO DEVICES | $426.52M | 0.8% | 734,227 | +6% |
| - | WASTE CONNECTIONS INC | $414.48M | 0.8% | 2,488,903 | +49% |
| CVE | CENOVUS ENERGY INC | $355.75M | 0.7% | 14,283,683 | +62% |
| - | VISA INC | $353.39M | 0.7% | 1,030,032 | +21% |
| - | LAM RESEARCH CORP | $335.60M | 0.6% | 774,460 | -29% |
| - | ENERFLEX LTD | $330.51M | 0.6% | 13,471,786 | +20% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | TASEKO MINES LTD | $96.08M |
| - | ISHARES INC | $69.55M |
| BMY | BRISTOL-MYERS SQUIBB CO | $66.75M |
| - | MERCADOLIBRE INC | $64.19M |
| EGO | ELDORADO GOLD CORP NEW | $56.23M |
| SE | SEA LTD | $46.47M |
| - | EATON CORP PLC | $46.44M |
| - | PALANTIR TECHNOLOGIES INC | $43.89M |
| CEG | CONSTELLATION ENERGY CORP | $39.96M |
| SNOW | SNOWFLAKE INC | $37.29M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.