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Connor, Clark & Lunn Investment Management Ltd. Top Holdings and 13F Report (2025)

About Connor, Clark & Lunn Investment Management Ltd.

Investment Activity

  • Connor, Clark & Lunn Investment Management Ltd. has $22.92 billion in total holdings as of March 31, 2025.
  • Connor, Clark & Lunn Investment Management Ltd. owns shares of 1,383 different stocks, but just 183 companies or ETFs make up 80% of its holdings.
  • Approximately 19.88% of the portfolio was purchased this quarter.
  • About 14.75% of the portfolio was sold this quarter.
  • This quarter, Connor, Clark & Lunn Investment Management Ltd. has purchased 1,386 new stocks and bought additional shares in 652 stocks.
  • Connor, Clark & Lunn Investment Management Ltd. sold shares of 444 stocks and completely divested from 273 stocks this quarter.

Largest Holdings

Royal Bank of Canada
$1,287,926,810
Agnico Eagle Mines
$728,214,378
Shopify
$628,240,276

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices
$72,845,537 Holding
25809K105 - DOORDASH INC
$59,087,165 Holding
025816109 - American Express
$26,068,524 Holding
G29183103 - Eaton
$24,815,633 Holding
502431109 - L3Harris Technologies
$23,147,384 Holding

Largest Purchases this Quarter

Franco-Nevada
1,133,373 shares (about $178.28M)
TC Energy
2,242,918 shares (about $105.94M)
Pan American Silver
3,389,549 shares (about $87.57M)
Waste Connections
413,190 shares (about $80.55M)
Fortis
1,683,377 shares (about $76.69M)

Largest Sales this Quarter

SAP
392,745 shares (about $105.43M)
Brookfield Asset Management
1,809,596 shares (about $87.61M)
Bank of Nova Scotia
1,774,407 shares (about $84.14M)
Canadian Natural Resources
2,695,431 shares (about $82.95M)
CELESTICA INC
1,050,016 shares (about $82.84M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofConnor, Clark & Lunn Investment Management Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$1,287,926,810$35,969,772 2.9%11,431,7215.6%Finance
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$728,214,378$72,969,881 11.1%6,720,3013.2%Basic Materials
Shopify Inc. stock logo
SHOP
Shopify
$628,240,276$46,871,654 -6.9%6,602,7642.7%Computer and Technology
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$579,406,975$27,361,054 5.0%9,667,8252.5%Finance
Canadian Imperial Bank of Commerce stock logo
CM
Canadian Imperial Bank of Commerce
$529,189,956$76,039,416 -12.6%9,405,8532.3%Finance
Enbridge Inc. stock logo
ENB
Enbridge
$506,669,861$392,062 -0.1%11,446,0932.2%Energy
Waste Connections, Inc. stock logo
WCN
Waste Connections
$470,524,298$80,549,688 20.7%2,413,6152.1%Business Services
TC Energy Co. stock logo
TRP
TC Energy
$444,885,419$105,940,817 31.3%9,418,8581.9%Energy
Thomson Reuters Co. stock logo
TRI
Thomson Reuters
$437,984,937$7,749,126 1.8%2,537,6601.9%Business Services
Suncor Energy Inc. stock logo
SU
Suncor Energy
$382,542,792$9,865,020 -2.5%9,878,0761.7%Energy
Manulife Financial Co. stock logo
MFC
Manulife Financial
$356,747,091$3,514,156 1.0%11,447,1741.6%Finance
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$330,477,858$82,953,055 -20.1%10,738,3661.4%Energy
Canadian National Railway stock logo
CNI
Canadian National Railway
$311,480,355$34,644,086 -10.0%3,200,2361.4%Transportation
The Bank of Nova Scotia stock logo
BNS
Bank of Nova Scotia
$299,782,934$84,144,390 -21.9%6,321,7161.3%Finance
Brookfield Co. stock logo
BN
Brookfield
$284,546,818$56,047,618 -16.5%5,436,3141.2%Finance
Sun Life Financial Inc. stock logo
SLF
Sun Life Financial
$283,792,282$18,740,262 7.1%4,957,7851.2%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$276,408,884$13,898,543 5.3%2,550,3681.2%Computer and Technology
Franco-Nevada Co. stock logo
FNV
Franco-Nevada
$268,279,568$178,283,659 198.1%1,705,4891.2%Basic Materials
Microsoft Co. stock logo
MSFT
Microsoft
$264,564,361$11,173,483 4.4%704,7721.2%Computer and Technology
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$254,918,382$44,628,033 -14.9%3,631,8361.1%Transportation
Invesco MSCI USA ETF stock logo
PBUS
Invesco MSCI USA ETF
$253,385,014$7,282,600 3.0%4,523,1171.1%ETF
Apple Inc. stock logo
AAPL
Apple
$242,491,102$24,606,895 11.3%1,091,6631.1%Computer and Technology
Fortis Inc. stock logo
FTS
Fortis
$224,278,486$76,692,101 52.0%4,922,8701.0%Utilities
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$191,357,493$28,202,533 17.3%2,465,5420.8%Basic Materials
Bank of Montreal stock logo
BMO
Bank of Montreal
$184,419,835$9,851,708 5.6%1,930,9060.8%Finance
Pembina Pipeline Co. stock logo
PBA
Pembina Pipeline
$183,379,453$66,638,519 -26.7%4,583,8810.8%Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$175,299,095$22,456,959 14.7%921,3660.8%Retail/Wholesale
Stantec Inc. stock logo
STN
Stantec
$172,529,760$8,082,598 4.9%2,081,1330.8%Business Services
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$170,940,277$20,497,734 -10.7%1,697,7330.7%Computer and Technology
Kinross Gold Co. stock logo
KGC
Kinross Gold
$164,055,425$20,740,472 -11.2%13,019,5580.7%Basic Materials
Alamos Gold Inc. stock logo
AGI
Alamos Gold
$156,780,068$25,583,957 19.5%5,866,7550.7%Basic Materials
RB Global, Inc. stock logo
RBA
RB Global
$137,893,152$27,419,726 24.8%1,373,6900.6%Business Services
Infosys Limited stock logo
INFY
Infosys
$127,798,326$73,343,301 134.7%7,002,6480.6%Computer and Technology
Imperial Oil Limited stock logo
IMO
Imperial Oil
$125,370,068$6,267,156 -4.8%1,735,2930.5%Energy
CGI Inc. stock logo
GIB
CGI
$123,550,835$7,719,125 -5.9%1,237,4090.5%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$116,599,917$20,092,584 20.8%746,3350.5%Computer and Technology
CELESTICA INC
$116,310,799$82,844,723 -41.6%1,474,1820.5%COM
Pan American Silver Corp. stock logo
PAAS
Pan American Silver
$115,008,781$87,565,096 319.1%4,451,8640.5%Basic Materials
Vale S.A. stock logo
VALE
Vale
$115,004,241$15,546,834 15.6%11,523,4710.5%Basic Materials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$107,378,159$38,365,402 55.6%460,3960.5%Retail/Wholesale
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$105,910,787$87,611,608 -45.3%2,187,5610.5%Finance
Cameco Co. stock logo
CCJ
Cameco
$105,310,226$9,321,218 -8.1%2,557,7550.5%Basic Materials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$91,696,571$22,200,811 -19.5%159,0960.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$91,100,250$872,777 1.0%371,3830.4%Finance
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$89,283,553$46,215,430 107.3%1,339,1230.4%Retail/Wholesale
FirstService Co. stock logo
FSV
FirstService
$88,459,441$19,221,149 27.8%533,3850.4%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$87,793,748$33,126,130 60.6%528,8780.4%Computer and Technology
HDFC Bank Limited stock logo
HDB
HDFC Bank
$87,603,133$2,434,760 2.9%1,318,5300.4%Finance
BlackBerry Limited stock logo
BB
BlackBerry
$87,064,421$35,570,579 69.1%23,112,3910.4%Computer and Technology
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$85,804,120$5,205,805 -5.7%751,2180.4%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$84,645,149$66,111,049 356.7%256,6560.4%Industrials
Sea Limited stock logo
SE
SEA
$84,534,162$12,354,924 17.1%647,8210.4%Computer and Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$80,980,004$58,651,828 262.7%1,315,2510.4%Computer and Technology
Schlumberger Limited stock logo
SLB
Schlumberger
$80,161,950$16,492,357 -17.1%1,917,7500.3%Energy
BeiGene, Ltd. stock logo
BGNE
BeiGene
$79,366,405$1,962,890 2.5%291,6060.3%Medical
Airbnb, Inc. stock logo
ABNB
Airbnb
$79,044,771$53,126,251 205.0%661,6840.3%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$78,310,694$32,148,569 -29.1%467,7220.3%Computer and Technology
ICICI Bank Limited stock logo
IBN
ICICI Bank
$76,822,498$4,382,793 6.1%2,437,2620.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$72,845,537$72,845,537 New Holding709,0280.3%Computer and Technology
Intel Co. stock logo
INTC
Intel
$68,789,317$12,286,928 -15.2%3,029,0320.3%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$66,864,692$53,822,530 412.7%14,5140.3%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$64,696,443$19,461,726 43.0%407,5880.3%Consumer Staples
Rogers Communications Inc. stock logo
RCI
Rogers Communications
$62,716,507$49,660,788 380.4%2,348,0910.3%Consumer Discretionary
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$61,020,592$40,722,356 200.6%460,0120.3%Medical
GRANITE REAL ESTATE INVT TR
$60,203,053$4,617,694 -7.1%1,291,8830.3%TR UNIT NEW
DOORDASH INC
$59,087,165$59,087,165 New Holding323,2870.3%CL A
Wix.com Ltd. stock logo
WIX
Wix.com
$59,077,391$7,769,699 15.1%361,5950.3%Computer and Technology
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$58,971,469$18,861,103 47.0%334,4950.3%Medical
Nutrien Ltd. stock logo
NTR
Nutrien
$58,693,301$11,875,155 25.4%1,182,4210.3%Basic Materials
ARISTA NETWORKS INC
$58,282,858$11,081,655 23.5%752,2310.3%COM SHS
Walmart Inc. stock logo
WMT
Walmart
$58,057,985$2,610,787 4.7%661,3280.3%Retail/Wholesale
Targa Resources Corp. stock logo
TRGP
Targa Resources
$57,778,261$21,547,719 59.5%288,2140.3%Energy
Embraer S.A. stock logo
ERJ
Embraer
$56,151,157$18,054,313 47.4%1,215,3930.2%Aerospace
GFL Environmental Inc. stock logo
GFL
GFL Environmental
$54,678,018$7,759,722 -12.4%1,131,7980.2%Business Services
Okta, Inc. stock logo
OKTA
Okta
$54,616,651$5,232,170 -8.7%519,0710.2%Computer and Technology
Unity Software Inc. stock logo
U
Unity Software
$54,326,146$16,397,339 43.2%2,773,1570.2%Computer and Technology
ArcelorMittal S.A. stock logo
MT
ArcelorMittal
$54,020,961$9,727,008 22.0%1,872,4770.2%Basic Materials
BARRICK GOLD CORP
$53,779,990$14,119,428 35.6%2,769,4770.2%COM
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$53,724,741$17,419,464 48.0%102,1480.2%Aerospace
AerCap Holdings stock logo
AER
AerCap
$52,146,138$5,610,666 12.1%510,3860.2%Transportation
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$51,895,245$37,041,695 249.4%99,0840.2%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$51,439,287$3,301,156 -6.0%55,1610.2%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$51,341,562$16,423,077 47.0%332,0070.2%Computer and Technology
Grab Holdings Limited stock logo
GRAB
Grab
$51,078,993$16,909,135 49.5%11,275,7160.2%Computer and Technology
Gildan Activewear Inc. stock logo
GIL
Gildan Activewear
$49,757,189$32,087,374 -39.2%1,125,2930.2%Consumer Discretionary
PDD Holdings Inc. stock logo
PDD
PDD
$49,556,696$19,644,562 65.7%418,7300.2%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$49,545,643$31,963,864 181.8%416,5950.2%Energy
ATS Co. stock logo
ATS
ATS
$49,266,160$7,601,007 18.2%1,976,1540.2%Industrials
Enerflex Ltd. stock logo
EFXT
Enerflex
$48,554,600$14,402,031 42.2%6,282,4500.2%Energy
AT&T Inc. stock logo
T
AT&T
$47,999,163$30,976,894 182.0%1,697,2830.2%Computer and Technology
Roblox Co. stock logo
RBLX
Roblox
$47,225,567$6,160,787 15.0%810,1830.2%Consumer Discretionary
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$46,645,729$42,512,299 1,028.5%1,028,3450.2%Computer and Technology
Roku, Inc. stock logo
ROKU
Roku
$46,212,514$4,386,017 10.5%656,0550.2%Consumer Discretionary
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$46,087,755$1,912,044 4.3%172,8010.2%Computer and Technology
KB Financial Group Inc. stock logo
KB
KB Financial Group
$45,689,239$1,541,269 3.5%844,3770.2%Finance
Nutanix, Inc. stock logo
NTNX
Nutanix
$45,525,265$12,292,843 -21.3%652,1310.2%Computer and Technology
Koninklijke Philips stock logo
PHG
Koninklijke Philips
$44,603,594$11,840,083 -21.0%1,756,0470.2%Medical
Chunghwa Telecom Co., Ltd. stock logo
CHT
Chunghwa Telecom
$43,787,650$5,724,033 15.0%1,116,7470.2%Utilities
Tesla, Inc. stock logo
TSLA
Tesla
$43,305,895$2,157,507 5.2%167,1010.2%Auto/Tires/Trucks
Intuit Inc. stock logo
INTU
Intuit
$42,970,090$15,360,802 -26.3%69,9850.2%Computer and Technology

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