Beutel, Goodman & Co Ltd. Top Holdings and 13F Report (2026)

About Beutel, Goodman & Co Ltd.

Investment Activity

Beutel, Goodman & Co Ltd. has $12.70 billion in total holdings as of September 30, 2026.
Beutel, Goodman & Co Ltd. owns shares of 164 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 8.89% of the portfolio was purchased this quarter.
About 14.55% of the portfolio was sold this quarter.
This quarter, Beutel, Goodman & Co Ltd. has purchased 163 new stocks and bought additional shares in 15 stocks.
Beutel, Goodman & Co Ltd. sold shares of 97 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Toronto Dominion Bank: $683,875,000
Bank Of Montreal: $414,236,000
Royal Bank Of Canada: $388,088,000
Qualcomm: $359,452,000
eBay: $340,007,000

Largest New Holdings this Quarter

189054109 - Clorox: $163,038,000 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF: $488,000 Holding
30233Q108 - Exxon Mobil Corp: $227,000 Holding
30609A109 - ONEOK: $8,000 Holding
464287770 - iShares U.S. Financial Services ETF: $3,000 Holding

Largest Purchases this Quarter

PepsiCo: 2,257,108 shares (about $286.02M)
Qualcomm: 916,849 shares (about $168.74M)
Clorox: 2,012,569 shares (about $163.04M)
TE Connectivity Ltd.: 636,268 shares (about $134.30M)
Franco-Nevada: 495,794 shares (about $118.31M)

Largest Sales this Quarter

NetApp: 732,379 shares (about $153.86M)
Merck & Co., Inc.: 884,504 shares (about $128.53M)
Kimberly Clark Corp: 1,300,597 shares (about $126.65M)
Gen Digital: 5,735,759 shares (about $125.94M)
Canadian Pacific Kansas City: 1,335,702 shares (about $114.02M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TD Toronto Dominion Bank	$683,875,000	$72,861,428 ▼	-9.6%	5,802,499	5.4%	Finance
BMO Bank Of Montreal	$414,236,000	$37,582,697 ▼	-8.3%	2,471,372	3.3%	Finance
RY Royal Bank Of Canada	$388,088,000	$41,802,968 ▼	-9.7%	1,968,237	3.1%	Finance
QCOM Qualcomm	$359,452,000	$168,736,535 ▲	88.5%	1,953,123	2.8%	Technology
EBAY eBay	$340,007,000	$17,042,234 ▼	-4.8%	3,206,101	2.7%	Consumer Discretionary
BDX Becton, Dickinson and Company	$328,567,000	$27,016,632 ▲	9.0%	1,835,571	2.6%	Healthcare
MDT Medtronic	$316,001,000	$22,451,582 ▼	-6.6%	3,662,088	2.5%	Healthcare
PPG PPG Industries	$313,596,000	$23,107,526 ▼	-6.9%	3,005,809	2.5%	Materials
FNV Franco-Nevada	$312,329,000	$118,312,962 ▲	61.0%	1,308,824	2.5%	Materials
SU Suncor Energy	$308,949,000	$27,353,660 ▼	-8.1%	4,545,404	2.4%	Energy
CNQ Canadian Natural Resources	$298,258,000	$26,771,972 ▼	-8.2%	6,326,804	2.3%	Energy
CB Chubb	$297,814,000	$13,471,181 ▼	-4.3%	915,648	2.3%	Finance
PEP PepsiCo	$288,902,000	$286,020,516 ▲	9,926.2%	2,279,847	2.3%	Consumer Staples
QSR Restaurant Brands International	$277,462,000	$38,135,917 ▼	-12.1%	3,889,875	2.2%	Consumer Discretionary
UNP Union Pacific	$275,626,000	$10,839,197 ▼	-3.8%	1,012,848	2.2%	Industrials
RCL Royal Caribbean Cruises	$264,190,000	$38,181,996 ▲	16.9%	993,719	2.1%	Consumer Discretionary
AMP Ameriprise Financial	$262,196,000	$11,546,075 ▼	-4.2%	532,541	2.1%	Finance
FLS Flowserve	$252,576,000	$10,420,514 ▲	4.3%	3,454,279	2.0%	Industrials
NTAP NetApp	$250,625,000	$153,857,910 ▼	-38.0%	1,193,000	2.0%	Technology
DOX Amdocs	$246,621,000	$17,216,551 ▼	-6.5%	4,313,065	1.9%	Technology
Marsh & McLennan	$245,209,000	$23,500,586 ▼	-8.7%	1,436,242	1.9%	Common
BN Brookfield	$240,395,000	$14,148,448 ▲	6.3%	6,573,596	1.9%	Finance
MAS Masco	$230,971,000	$19,209,356 ▼	-7.7%	3,426,878	1.8%	Industrials
RCI Rogers Communication	$226,650,000	$26,523,836 ▼	-10.5%	7,343,372	1.8%	Communication Services
CNI Canadian National Railway	$220,755,000	$30,422,354 ▼	-12.1%	1,850,164	1.7%	Industrials
GFL GFL Environmental	$219,031,000	$20,552,938 ▼	-8.6%	5,229,915	1.7%	Industrials
NTR Nutrien	$207,519,000	$18,247,739 ▼	-8.1%	2,948,022	1.6%	Materials
WAB Wabtec	$204,905,000	$38,167,041 ▼	-15.7%	713,508	1.6%	Industrials
AXP American Express	$201,817,000	$27,517,031 ▲	15.8%	663,655	1.6%	Finance
COR Cencora	$197,631,000	$44,600,301 ▲	29.1%	658,222	1.6%	Healthcare
MFC Manulife Financial	$194,376,000	$57,961,804 ▼	-23.0%	4,550,886	1.5%	Finance
GIB CGI Group	$193,882,000	$26,013,329 ▼	-11.8%	2,845,117	1.5%	Technology
CP Canadian Pacific Kansas City	$189,571,000	$114,024,720 ▼	-37.6%	2,220,662	1.5%	Industrials
BAM Brookfield Asset Management	$175,210,000	$29,643,808 ▼	-14.5%	3,916,794	1.4%	Finance
MRK Merck & Co., Inc.	$172,730,000	$128,527,062 ▼	-42.7%	1,188,702	1.4%	Healthcare
FTS Fortis	$170,041,000	$13,721,571 ▼	-7.5%	3,211,610	1.3%	Utilities
ELV Elevance Health	$167,173,000	$57,744,247 ▼	-25.7%	429,951	1.3%	Healthcare
AZO AutoZone	$164,990,000	$31,857,503 ▲	23.9%	58,300	1.3%	Consumer Discretionary
CLX Clorox	$163,038,000	$163,038,000 ▲	New Holding	2,012,569	1.3%	Consumer Staples
OMC Omnicom Group	$156,971,000	$70,634,380 ▼	-31.0%	2,131,902	1.2%	Communication Services
WFC Wells Fargo & Company	$152,064,000	$3,372,725 ▼	-2.2%	1,899,625	1.2%	Finance
CIGI Colliers International Group	$142,111,000	$17,628,522 ▼	-11.0%	1,581,587	1.1%	Real Estate
AMGN Amgen	$141,433,000	$77,994,689 ▼	-35.5%	335,540	1.1%	Healthcare
TE Connectivity Ltd.	$134,308,000	$134,302,723 ▲	2,545,072.0%	636,293	1.1%	Ord Shs
BlackRock	$128,700,000	$4,801,433 ▼	-3.6%	121,612	1.0%	Common
SLF Sun Life Financial	$125,799,000	$10,410,879 ▼	-7.6%	1,610,200	1.0%	Finance
TRP TC Energy	$122,726,000	$10,070,759 ▼	-7.6%	2,114,835	1.0%	Energy
GIL Gildan Activewear	$115,137,000	$10,635,255 ▼	-8.5%	2,696,144	0.9%	Consumer Discretionary
CAE CAE	$114,575,000	$16,042,134 ▼	-12.3%	4,752,216	0.9%	Industrials
ATS ATS	$113,186,000	$26,286,419 ▲	30.2%	6,247,952	0.9%	Industrials
RBA RB Global	$111,844,000	$9,918,135 ▼	-8.1%	1,369,952	0.9%	Industrials
BYDGF Boyd Group Services	$102,936,000	$14,438,624 ▼	-12.3%	1,308,360	0.8%	Industrials
AMAT Applied Materials	$88,499,000	$29,655,807 ▼	-25.1%	173,060	0.7%	Technology
CMI Cummins	$80,062,000	$3,692,412 ▼	-4.4%	154,989	0.6%	Industrials
CG Carlyle Group	$76,778,000	$26,407,559 ▲	52.4%	1,935,909	0.6%	Finance
SEIC SEI Investments	$67,706,000	$85,736,131 ▼	-55.9%	659,526	0.5%	Finance
TFPM Triple Flag Precious Metals	$47,803,000	$11,372,915 ▲	31.2%	1,549,883	0.4%	Materials
AGI Alamos Gold	$47,643,000	$1,362,731 ▼	-2.8%	1,468,239	0.4%	Materials
DCBO Docebo	$34,900,000	$946,884 ▼	-2.6%	1,505,160	0.3%	Technology
Eupraxia Pharmaceuticals	$32,289,000	$903,401 ▼	-2.7%	3,529,124	0.3%	Common
SPYG SPDR Portfolio S&P 500 Growth ETF	$27,479,000	$547,889 ▼	-2.0%	222,685	0.2%	ETF
MDA Space	$25,416,000	$730,286 ▼	-2.8%	856,114	0.2%	Common
Brookfield Business Corporation	$22,301,000	$621,083 ▼	-2.7%	874,434	0.2%	Cl A Sub Vtg Sh
CM Canadian Imperial Bank of Commerce	$18,000,000	$3,416,176 ▼	-16.0%	163,056	0.1%	Finance
MSFT Microsoft	$14,167,000	$735,995 ▼	-4.9%	27,622	0.1%	Technology
Magnum Ice Cream Company	$13,565,000	$556,636 ▼	-3.9%	762,988	0.1%	Ord Shs
AAPL Apple	$12,774,000	$728,944 ▼	-5.4%	38,360	0.1%	Technology
EMRAF Emera	$12,277,000	$546,138 ▼	-4.3%	256,268	0.1%	Utilities
BNS Bank of Nova Scotia	$11,251,000	$2,842,920 ▼	-20.2%	123,436	0.1%	Finance
JPM JPMorgan Chase & Co.	$9,600,000	$181,956 ▼	-1.9%	29,018	0.1%	Finance
DNN Denison Mine	$9,347,000	$263,425 ▼	-2.7%	3,596,590	0.1%	Materials
PBA Pembina Pipeline	$9,271,000	$407,338 ▼	-4.2%	207,207	0.1%	Energy
BEP Brookfield Renewable Partners	$9,268,000	$220,897 ▼	-2.3%	328,308	0.1%	Utilities
JNJ Johnson & Johnson	$9,258,000	$450,047 ▼	-4.6%	34,971	0.1%	Healthcare
JCI Johnson Controls International	$8,929,000	$345,596 ▼	-3.7%	60,070	0.1%	Industrials
AEM Agnico Eagle Mines	$6,959,000	$233,086 ▼	-3.2%	37,917	0.1%	Materials
Thomson Reuters	$5,617,000	$46,131 ▼	-0.8%	57,594	0.0%	Common
GOOG Alphabet	$4,789,000	$194,190 ▼	-3.9%	14,057	0.0%	Communication Services
CSCO Cisco Systems	$4,457,000	$396,572 ▼	-8.2%	41,415	0.0%	Technology
TSM Taiwan Semiconductor Manufacturing	$4,060,000	$25,090 ▼	-0.6%	8,900	0.0%	Technology
ETN Eaton	$3,340,000	$120,314 ▼	-3.5%	7,773	0.0%	Industrials
EFA iShares MSCI EAFE ETF	$3,215,000	$34,703 ▼	-1.1%	30,943	0.0%	ETF
CVE Cenovus Energy	$2,913,000	$6,853 ▼	-0.2%	93,511	0.0%	Energy
IMO Imperial Oil	$2,812,000	$110,917 ▼	-3.8%	22,817	0.0%	Energy
ENB Enbridge	$2,789,000	$18,635 ▼	-0.7%	59,866	0.0%	Energy
NVS Novartis	$2,568,000	$83,542 ▼	-3.2%	18,013	0.0%	Healthcare
GOOGL Alphabet	$2,499,000	$180,588 ▼	-6.7%	7,265	0.0%	Communication Services
ACN Accenture	$2,448,000	$79,938 ▼	-3.2%	13,352	0.0%	Technology
COST Costco Wholesale	$2,407,000	$91,002 ▼	-3.6%	2,645	0.0%	Consumer Staples
ABT Abbott Laboratories	$2,240,000	$98,809 ▼	-4.2%	22,670	0.0%	Healthcare
Honeywell International	$2,219,000	$10,544 ▼	-0.5%	10,523	0.0%	Common
NVO Novo Nordisk A/S	$2,059,000	$41,701 ▼	-2.0%	54,313	0.0%	Healthcare
DEO Diageo	$1,937,000	$121,945 ▼	-5.9%	22,635	0.0%	Consumer Staples
IVV iShares Core S&P 500 ETF	$1,893,000	$476,506 ▲	33.6%	2,471	0.0%	ETF
PG Procter & Gamble	$1,811,000	$94,399 ▼	-5.0%	12,470	0.0%	Consumer Staples
Sprott Physical Silver T/U	$1,783,000		0.0%	92,500	0.0%	TR UNIT
TMO Thermo Fisher Scientific	$1,593,000		0.0%	2,360	0.0%	Healthcare
Wal-Mart Stores	$1,450,000	$176,639 ▼	-10.9%	13,955	0.0%	Common
VZ Verizon Communications	$1,387,000	$413,876 ▼	-23.0%	30,245	0.0%	Communication Services
MDLZ Mondelez International	$1,376,000	$28,908 ▼	-2.1%	23,800	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Beutel, Goodman & Co Ltd. Top Holdings and 13F Report (2026)

About Beutel, Goodman & Co Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Beutel, Goodman & Co Ltd. Top Holdings and 13F Report (2026)

About Beutel, Goodman & Co Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeutel, Goodman & Co Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools