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Fiera Capital Corp

13F for the quarter to June 30, 2026, filed August 7, 2026 · SEC CIK 1505817

Reported value
$27.6bn
90% in companies we cover
Positions we cover
262
Largest TSM 5.8%
Copy, a year
+12.8%
S&P 500 +13.8%
Copy Sharpe ratio
0.72
S&P 500 0.77

How copying its 13F would have done

$10.0k$20.0k$40.0k 2013201520172019202120232025 $55.9k$49.5k
CopyS&P 500 $10,000 copying Fiera Capital Corp's filed holdings in companies we cover from July 26, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −31.8% (S&P 500 −31.8%); beta 0.95; alpha −0.3% a year (t = −0.22); last 12 months +7.9% against +12.1%.

Reported value by quarter

Fiera Capital Corp: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $10T $20T $30T $40T Reported value, 2013-06-30: $9.3B Reported value, 2013-09-30: $9.7B Reported value, 2013-12-31: $12.1B Reported value, 2014-03-31: $13.2B Reported value, 2014-06-30: $19.5B Reported value, 2014-09-30: $13.5B Reported value, 2014-12-31: $13.7B Reported value, 2015-03-31: $13.4B Reported value, 2015-06-30: $16.2B Reported value, 2015-09-30: $12B Reported value, 2015-12-31: $12.9B Reported value, 2016-03-31: $13.6B Reported value, 2016-06-30: $17.8B Reported value, 2016-09-30: $17.9B Reported value, 2016-12-31: $17.8B Reported value, 2017-03-31: $18.8B Reported value, 2017-06-30: $20.5B Reported value, 2017-09-30: $21B Reported value, 2017-12-31: $21B Reported value, 2018-03-31: $21B Reported value, 2018-06-30: $23.2B Reported value, 2018-09-30: $25.2B Reported value, 2018-12-31: $22.1B Reported value, 2019-03-31: $25.6B Reported value, 2019-06-30: $26.4B Reported value, 2019-09-30: $26.8B Reported value, 2019-12-31: $29.9B Reported value, 2020-03-31: $23.9B Reported value, 2020-06-30: $29.7B Reported value, 2020-09-30: $33.7B Reported value, 2020-12-31: $37.2B Reported value, 2021-03-31: $34.7B Reported value, 2021-06-30: $38.6B Reported value, 2021-09-30: $38.9B Reported value, 2021-12-31: $42.6B Reported value, 2022-03-31: $38.5B Reported value, 2022-06-30: $33.7B Reported value, 2022-09-30: $27.9B Reported value, 2022-12-31: $32.2T Reported value, 2023-03-31: $33.5B Reported value, 2023-06-30: $34.6B Reported value, 2023-09-30: $31.2B Reported value, 2023-12-31: $32.6B Reported value, 2024-03-31: $34.3B Reported value, 2024-06-30: $32.3B Reported value, 2024-09-30: $33.3B Reported value, 2024-12-31: $31.8B Reported value, 2025-03-31: $27.7B Reported value, 2025-06-30: $29.5B Reported value, 2025-09-30: $30.9B Reported value, 2025-12-31: $31.5B Reported value, 2026-03-31: $29.2B Reported value, 2026-06-30: $27.6B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $27.6B
View chart data
Period Reported value
2013-06-30 $9.3B
2013-09-30 $9.7B
2013-12-31 $12.1B
2014-03-31 $13.2B
2014-06-30 $19.5B
2014-09-30 $13.5B
2014-12-31 $13.7B
2015-03-31 $13.4B
2015-06-30 $16.2B
2015-09-30 $12B
2015-12-31 $12.9B
2016-03-31 $13.6B
2016-06-30 $17.8B
2016-09-30 $17.9B
2016-12-31 $17.8B
2017-03-31 $18.8B
2017-06-30 $20.5B
2017-09-30 $21B
2017-12-31 $21B
2018-03-31 $21B
2018-06-30 $23.2B
2018-09-30 $25.2B
2018-12-31 $22.1B
2019-03-31 $25.6B
2019-06-30 $26.4B
2019-09-30 $26.8B
2019-12-31 $29.9B
2020-03-31 $23.9B
2020-06-30 $29.7B
2020-09-30 $33.7B
2020-12-31 $37.2B
2021-03-31 $34.7B
2021-06-30 $38.6B
2021-09-30 $38.9B
2021-12-31 $42.6B
2022-03-31 $38.5B
2022-06-30 $33.7B
2022-09-30 $27.9B
2022-12-31 $32.2T
2023-03-31 $33.5B
2023-06-30 $34.6B
2023-09-30 $31.2B
2023-12-31 $32.6B
2024-03-31 $34.3B
2024-06-30 $32.3B
2024-09-30 $33.3B
2024-12-31 $31.8B
2025-03-31 $27.7B
2025-06-30 $29.5B
2025-09-30 $30.9B
2025-12-31 $31.5B
2026-03-31 $29.2B
2026-06-30 $27.6B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
TSMTaiwan Semiconductor Manufacturing Co LTD5.85%$1.6bn3.38M−35.2% Reduced
GOOGLAlphabet Inc. (Class A)5.81%$1.6bn4.48M−20.4% Reduced
MSFTMicrosoft Corporation3.54%$976.2m2.62M−20.4% Reduced
MCOMoody's Corporation3.43%$944.5m2.09M−11.5% Reduced
MAMastercard3.17%$874.8m1.70M−8.9% Reduced
RYRoyal Bank Of Canada2.90%$800.5m3.87M−8.2% Reduced
AZOAutoZone2.58%$710.5m222.3K−14.8% Reduced
AMZNAmazon2.25%$619.7m2.60M+101.9% Added
TJXTJX Companies2.22%$612.0m4.04M−14.4% Reduced
CMECME Group2.12%$583.4m2.64M−1.7% Reduced
BMOBank Of Montreal2.06%$567.1m3.21M−7.8% Reduced
KLACKLA Corporation1.96%$541.2m1.79M+2971.2% Added
SHWSherwin-Williams1.92%$529.8m1.54M−13.3% Reduced
CPCanadian Pacific Kansas City LTD1.81%$497.8m5.75M−2.6% Reduced
MSCIMSCI1.76%$484.4m865.0K−11.9% Reduced
JNJJohnson & Johnson1.75%$481.2m1.89M−15.4% Reduced
QSRRestaurant Brands International Inc.1.62%$446.7m6.17M−7.8% Reduced
CARRCarrier Global1.55%$426.6m5.82M−12.8% Reduced
RBARB Global Inc.1.53%$421.8m3.63M−1.7% Reduced
WCNWaste Connections, Inc.1.50%$413.4m2.48M−2.4% Reduced
UNHUnitedHealth Group1.42%$390.9m940.4K+4.6% Added
MTDMettler Toledo1.37%$377.1m295.2K−6.1% Reduced
LINLinde plc1.28%$353.1m680.5K−10.1% Reduced
TDToronto Dominion Bank1.16%$320.7m2.64M+442.2% Added
PEPPepsiCo1.11%$306.2m2.26M−16.7% Reduced
OTISOtis Worldwide1.07%$296.3m4.14M−15.0% Reduced
GGGGraco Inc0.94%$259.5m3.43M−12.9% Reduced
SLFSUN Life Financial Inc0.89%$245.0m3.13M+35.8% Added
ADIAnalog Devices0.84%$230.3m579.9K+2.0% Added
CPRTCopart0.81%$224.4m7.96M−11.7% Reduced
CNQCanadian Natural Resources Ltd0.72%$199.3m5.05M+13.7% Added
SUSuncor Energy Inc0.68%$187.5m3.49M+3.1% Added
STNStantec Inc0.65%$179.3m2.60M+29.0% Added
TRIThomson Reuters Corp0.65%$178.2m2.19MNew
AAPLApple Inc.0.57%$156.1m539.3K−1.8% Reduced
HLTHilton Worldwide0.56%$153.8m465.4K−9.9% Reduced
TUTelus Corp0.54%$149.9m14.18M−12.8% Reduced
AONAon plc0.51%$139.1m419.3K−23.8% Reduced
ANETArista Networks0.49%$134.8m793.5K−1.9% Reduced
VVisa Inc.0.46%$126.1m367.7K−10.8% Reduced
SPGIS&P Global0.45%$125.2m324.9K−31.8% Reduced
FROGJfrog Ltd0.45%$123.9m1.36M−41.4% Reduced
LOWLowe's0.43%$117.8m534.4K−10.1% Reduced
LSCCLattice Semiconductor Corp0.34%$93.4m610.4K−43.0% Reduced
ALCAlcon Inc0.34%$92.4m1.38M−33.2% Reduced
DDOGDatadog, Inc.0.33%$91.6m351.7K0.0%
ENTGEntegris Inc0.33%$91.4m508.0K−42.8% Reduced
MSIMotorola Solutions0.33%$91.1m219.3K−3.7% Reduced
CLColgate-Palmolive0.33%$90.7m989.8K−4.3% Reduced
INSMInsmed Inc0.33%$89.9m843.0K−17.5% Reduced
TXNTexas Instruments0.32%$89.0m298.6K+3.4% Added
FIXComfort Systems USA0.32%$87.0m43.9K−42.9% Reduced
ARGXArgenx SE0.30%$83.9m90.4K−58.4% Reduced
APHAmphenol0.30%$82.6m468.3K−20.9% Reduced
BWXTBWX Technologies, Inc.0.29%$80.6m414.0K−43.2% Reduced
DSGXDescartes Systems Group Inc0.28%$77.6m1.12M+34.1% Added
LRCXLam Research0.28%$76.2m175.8K+6.4% Added
SHOPShopify Inc.0.28%$75.8m663.4K+8.9% Added
CAECAE Inc0.27%$74.1m2.96M+28.8% Added
COSTCostco0.25%$69.5m74.3K−1.9% Reduced
METAMeta Platforms0.24%$65.5m116.4K+5.4% Added
AMATApplied Materials0.23%$63.1m87.3K−1.2% Reduced
NBIXNeurocrine Biosciences Inc0.23%$62.9m373.2K−42.7% Reduced
EMEEmcor0.22%$61.3m73.9K−43.0% Reduced
SNPSSynopsys Inc0.21%$57.4m128.6K−14.6% Reduced
LLYLilly (Eli)0.21%$57.0m47.5K+4.6% Added
AVGOBroadcom0.20%$56.6m149.9K−8.8% Reduced
RBRKRubrik, Inc.0.20%$56.1m698.9K−12.4% Reduced
CCitigroup0.20%$54.6m390.4K−12.8% Reduced
MDBMongodb, Inc.0.20%$54.0m160.7K−12.2% Reduced
IDYAIdeaya Biosciences, Inc.0.20%$53.9m1.45M−42.8% Reduced
AEMAgnico Eagle Mines LTD0.20%$53.6m345.8K+82.9% Added
MDGLMadrigal Pharmaceuticals, Inc.0.20%$53.6m99.9K−42.6% Reduced
CDNSCadence Design Systems Inc0.19%$53.6m142.8K+21.7% Added
WPMWheaton Precious Metals Corp.0.19%$53.2m473.8K−13.8% Reduced
CWCurtiss Wright Corp0.19%$52.9m69.8K−65.9% Reduced
FNVFranco Nevada Corp0.19%$52.1m250.2K−13.6% Reduced
BKNGBooking Holdings0.18%$50.7m284.6K+3.6% Added
WTFCWintrust Financial Corp0.18%$50.4m313.3K−42.8% Reduced
MODModine Manufacturing Co0.18%$49.8m186.6K−43.0% Reduced
ORLYO'Reilly Automotive0.18%$49.0m531.9K+3.8% Added
MTSIMacom Technology Solutions Holdings, Inc.0.18%$48.9m128.5K−42.8% Reduced
SFStifel Financial Corp0.18%$48.8m699.3K−42.9% Reduced
AXPAmerican Express0.17%$47.9m141.6K−19.6% Reduced
AITApplied Industrial Technologies Inc0.17%$47.9m141.5K−42.8% Reduced
HUBBHubbell Incorporated0.17%$47.6m91.0K−43.1% Reduced
LECOLincoln Electric Holdings Inc0.17%$47.1m177.2K−42.9% Reduced
SUNBSunbelt Rentals Holdings, Inc.0.17%$45.9m613.3K−50.9% Reduced
RACEFerrari N.V.0.16%$44.4m119.2K−10.3% Reduced
CSGPCoStar Group0.16%$44.4m1.57M+225.3% Added
ISRGIntuitive Surgical0.16%$44.1m111.0K+19.5% Added
FTSFortis Inc.0.16%$43.8m766.8K−4.2% Reduced
EXPEExpedia Group0.16%$43.5m170.0K−42.7% Reduced
MOHMolina Healthcare, Inc.0.16%$43.1m188.6K−42.8% Reduced
MUSAMurphy USA Inc.0.16%$42.9m79.6K−43.0% Reduced
MLIMueller Industries Inc0.15%$42.8m695.8K+14.2% Added
NDSNNordson Corporation0.15%$42.6m141.1K−43.0% Reduced
BLDRBuilders Firstsource, Inc.0.15%$42.4m473.6K−31.1% Reduced
SNOWSnowflake Inc.0.15%$41.9m164.7K+4.5% Added
QUREUniqure N.V.0.15%$41.9m909.1K+11.3% Added
PBAPembina Pipeline Corp0.15%$41.2m893.0K−4.1% Reduced
PANWPalo Alto Networks0.15%$41.2m120.8K+31.8% Added
EQTEQT Corporation0.15%$40.7m765.0K−43.1% Reduced
NTRNutrien Ltd.0.14%$39.4m627.6K−0.4%
EWBCEast West Bancorp Inc0.14%$39.0m302.2K−42.8% Reduced
OPLNOpenlane, Inc.0.14%$38.9m942.8KNew
DGDollar General0.14%$38.7m335.9K−42.7% Reduced
ETSYEtsy Inc0.14%$37.2m493.3K−42.8% Reduced
BNYBNY Mellon0.13%$36.7m254.1K−0.8% Reduced
FCXFreeport-McMoRan0.13%$36.7m583.3K−0.3%
CTASCintas0.13%$36.0m211.7K−9.0% Reduced
HDBHdfc Bank LTD0.13%$35.9m1.39M−51.9% Reduced
HHyatt Hotels Corp0.13%$35.6m183.8K−43.4% Reduced
IMOImperial OIL LTD0.13%$35.2m313.8K−9.3% Reduced
DORMDorman Products, Inc.0.13%$34.6m253.6K−42.8% Reduced
LIILennox International0.12%$34.1m59.6K−43.0% Reduced
IDXXIdexx Laboratories0.12%$33.9m64.4K−9.6% Reduced
NETCloudflare, Inc.0.12%$33.4m136.1K+4.9% Added
ROLRollins, Inc.0.12%$32.8m786.9K−9.4% Reduced
PHParker Hannifin0.12%$31.6m32.3K+8.9% Added
SMTCSemtech Corp0.11%$31.4m194.3K−42.9% Reduced
CMCanadian Imperial Bank Of Commerce0.11%$31.2m271.6K+18.2% Added
GEVGE Vernova0.11%$30.7m26.1K+9043.0% Added
DOCUDocusign, Inc.0.11%$30.0m676.3K−0.5%
TVTXTravere Therapeutics, Inc.0.11%$29.4m517.0K−42.6% Reduced
CHWYChewy, Inc.0.11%$29.2m1.48M−42.8% Reduced
UBERUber0.10%$28.9m400.1K−24.6% Reduced
MRKMerck & Co.0.10%$28.7m223.4K+10.2% Added
UBSUBS Group AG0.10%$28.5m575.0K+0.5% Added
CFRCullen/frost Bankers, Inc.0.10%$28.3m183.3K−42.8% Reduced
ENBEnbridge Inc0.10%$28.0m517.6K+33.0% Added
NFLXNetflix0.10%$27.8m389.5KNew
BOOTBoot Barn Holdings, Inc.0.10%$27.8m169.2K−42.6% Reduced
HLIHoulihan Lokey, Inc.0.10%$27.8m207.0K−42.8% Reduced
ASNDAscendis Pharma A/s0.10%$27.6m103.3KNew
AAgilent Technologies0.10%$27.1m203.7K+3.1% Added
ADSKAutodesk, Inc.0.10%$27.0m138.7K+1.4% Added
NOWServiceNow0.10%$26.6m267.5K+4.8% Added
GILDGilead Sciences0.10%$26.2m207.2K+10.6% Added
DLBDolby Laboratories, Inc.0.09%$25.1m476.4K−42.9% Reduced
XENEXenon Pharmaceuticals Inc.0.09%$24.5m405.6K−42.8% Reduced
LGNDLigand Pharmaceuticals Inc0.09%$24.4m77.3K−42.8% Reduced
TYLTyler Technologies Inc0.09%$24.0m82.0K−42.8% Reduced
RCLRoyal Caribbean Group0.09%$23.9m75.3K+7.8% Added
AZNAstrazeneca PLC0.09%$23.7m124.9K+0.9% Added
BBIOBridgebio Pharma, Inc.0.09%$23.5m316.1K−2.0% Reduced
HUBSHubspot Inc0.09%$23.5m128.5K−38.0% Reduced
KNXKnight-swift Transportation Holdings Inc.0.08%$21.7m279.0K−43.1% Reduced
BSXBoston Scientific0.08%$21.6m506.3K+2.0% Added
TOSTToast, Inc.0.08%$21.6m774.8K−42.6% Reduced
CompanyBought (value)Shares
KLACKLA Corporation$523.6m1.74M
AMZNAmazon$312.7m1.31M
TDToronto Dominion Bank$261.6m2.16M
TRIThomson Reuters Corp$178.2m2.19M
SLFSUN Life Financial Inc$64.6m824.7K
STNStantec Inc$40.4m585.7K
OPLNOpenlane, Inc.$38.9m942.8K
CSGPCoStar Group$30.7m1.09M
GEVGE Vernova$30.4m25.9K
NFLXNetflix$27.8m389.5K
ASNDAscendis Pharma A/s$27.6m103.3K
AEMAgnico Eagle Mines LTD$24.3m156.8K
CNQCanadian Natural Resources Ltd$24.0m607.8K
DSGXDescartes Systems Group Inc$19.7m285.4K
UNHUnitedHealth Group$17.2m41.5K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
TSMTaiwan Semiconductor Manufacturing Co LTD−$876.2m−1.83M
GOOGLAlphabet Inc. (Class A)−$410.6m−1.15M
MSFTMicrosoft Corporation−$251.0m−672.8K
AZOAutoZone−$123.8m−38.7K
MCOMoody's Corporation−$122.8m−271.1K
ARGXArgenx SE−$117.6m−126.8K
TJXTJX Companies−$102.5m−676.9K
CWCurtiss Wright Corp−$102.1m−134.7K
JNJJohnson & Johnson−$87.7m−345.4K
FROGJfrog Ltd−$87.5m−962.5K
MAMastercard−$85.2m−166.0K
SHWSherwin-Williams−$81.4m−236.4K
RYRoyal Bank Of Canada−$71.8m−347.2K
LSCCLattice Semiconductor Corp−$70.6m−461.4K
ENTGEntegris Inc−$68.4m−380.2K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
NKENike, Inc.$62.8m1.19M
ABBVAbbVie$53.5m246.1K
GTLBGitlab Inc.$37.9m1.75M
TMOThermo Fisher Scientific$37.0m75.3K
EPAMEPAM Systems, Inc.$34.1m251.6K
IMCRImmunocore Holdings plc$32.6m1.08M
PLNTPlanet Fitness, Inc.$32.4m435.8K
GWREGuidewire Software, Inc.$28.8m192.3K
EQHEquitable Holdings, Inc.$25.8m694.0K
FTDRFrontdoor, Inc.$19.7m373.4K
NUNu Holdings Ltd.$19.6m1.37M
WWDWoodward, Inc.$16.5m46.1K
PAYOPayoneer Global Inc.$10.8m2.23M
MMM3M$8.5m58.7K
FERGFerguson Enterprises$8.0m34.2K
TENBTenable Holdings, Inc.$1.6m92.9K
RLRalph Lauren Corporation$1.2m3.5K
ECLEcolab$414,9911.6K
CVSCVS Health$342,8684.8K
TAT&T$227,4277.8K
  • Financials23.0%
  • Technology21.8%
  • Industrials15.8%
  • Consumer Discretionary13.0%
  • Health Care9.2%
  • Communication Services7.6%
  • Materials4.7%
  • Energy2.4%
  • Consumer Staples2.1%
  • Real Estate0.3%
  • Utilities0.2%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestJuly 26, 2013 to November 2, 2026+12.8%+13.8%0.720.77−31.8%0.95
2018 onwardsJanuary 5, 2018 to November 2, 2026+13.1%+13.9%0.630.66−31.8%0.94
Last three yearsNovember 3, 2023 to November 2, 2026+15.6%+21.8%0.881.16−13.1%0.79
Last yearNovember 7, 2025 to November 2, 2026+9.3%+14.2%0.500.84−10.0%0.76

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.