13F value (AUM)
$52.8B
CO
Connor, Clark & Lunn Investment Management
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.
$52.8B
13F long value · 2026-Q2Positions1622
CategoryAsset Manager
Quarters tracked9
▲ #179 of 581 by 13F value
Size rank 7/10
24 NEW237 ADD219 2×+244 TRIM53 NEAR EXIT36 EXIT
Snapshot
Connor, Clark & Lunn Investment Management's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
1622 (93 unmapped)
Top 100 weight
66.5%
Quarters tracked
9
Latest 13F filed
Aug 13, 2026
New positions
24
Exits / near-exits
89
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 66.5% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| RY | ROYAL BK CDA | 4.3% | $2.3B | 10.9M | — |
| TD | TORONTO DOMINION BK ONT | 2.7% | $1.4B | 11.9M | -13.0% |
| NVDA | NVIDIA CORPORATION | 2.2% | $1.2B | 5.9M | +15.4% |
| ENB | ENBRIDGE INC | 2.1% | $1.1B | 20.6M | — |
| AAPL | APPLE INC | 2.0% | $1.1B | 3.7M | +14.2% |
| TRP | TC ENERGY CORP | 1.9% | $978.0M | 14.8M | -6.4% |
| AEM | AGNICO EAGLE MINES LTD | 1.8% | $927.6M | 6.0M | +28.1% |
| CM | CANADIAN IMPERIAL BANK OF CO | 1.7% | $916.8M | 8.0M | -4.1% |
| SU | SUNCOR ENERGY INC NEW | 1.5% | $816.6M | 15.2M | +20.0% |
| CP | CANADIAN PACIFIC KANSAS CITY | 1.5% | $803.0M | 9.3M | +0.9% |
| PBUS | INVESCO EXCH TRADED FD TR II | 1.4% | $720.3M | 9.6M | -4.3% |
| AMZN | AMAZON COM INC | 1.3% | $712.6M | 3.0M | +4.1% |
| BMO | BANK MONTREAL MEDIUM | 1.3% | $677.1M | 3.8M | — |
| CNI | CANADIAN NATL RY CO | 1.3% | $676.4M | 5.7M | -3.6% |
| SHOP | SHOPIFY INC | 1.3% | $675.0M | 5.9M | +8.7% |
Quarterly changes — 2026-Q2
What Connor, Clark & Lunn Investment Management opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADD | BMO | BANK MONTREAL MEDIUM | 2.1M | 3.8M | +83.7% | +$393.9M |
| ADD | AVGO | BROADCOM INC | 812.0K | 1.5M | +88.9% | +$328.0M |
| TRIM | MU | MICRON TECHNOLOGY INC | 651.7K | 432.7K | -33.6% | +$279.3M |
| ADD | — | ASML HLDG NV | 207.5K | 275.3K | +32.7% | +$273.6M |
| ADD | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 849.6K | 1.2M | +37.9% | +$272.3M |
| ADD | CP | CANADIAN PACIFIC KANSAS CITY | 7.1M | 9.3M | +31.0% | +$245.9M |
| 2×+ | BUD | ANHEUSER BUSCH INBEV SA NV | 985.9K | 2.9M | +190.7% | +$167.8M |
| TRIM | CNQ | CANADIAN NAT RES LTD MED TER | 6.7M | 4.6M | -32.0% | -$147.1M |
| 2×+ | BRK-B | BERKSHIRE HATHAWAY INC DEL | 253.1K | 530.2K | +109.5% | +$144.0M |
| ADD | WCN | WASTE CONNECTIONS INC | 1.7M | 2.5M | +48.8% | +$142.6M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.