StreetAlpha
13F holdings · Q2 2026

Connor, Clark & Lunn Investment Management

Vancouver, A1 · files as Connor, Clark & Lunn Investment Management Ltd.
Holdings as of Jun 30, 2026Filed Aug 13, 2026Next filing due Nov 16, 2026CIK 1596800

Connor, Clark & Lunn Investment Management reported 1,622 stocks worth $52.8B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are RY (4.3%), TD (2.7%) and NVDA (2.2%). Compared with Q1 2026, the fund added to RY, TD and NVDA, trimmed CM, SHOP and BNS and sold out of EEMS, BMY and MELI.

Reported value$52.8B+21.6% vs last quarter
Stocks held1,622303 new · 207 sold out
Top 5 weight13.4%spread out
Turnover34%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
RY
Royal BK Cda
$2.3B4.3%10.9M+94K (+1%)8 of 8
2
TD
Toronto Dominion BK Ont
$1.4B2.7%11.9M+1.2M (+11%)8 of 8
3
NVDA
Nvidia Corporation
$1.2B2.2%5.9M+713K (+14%)8 of 8
4
ENB
Enbridge Inc F
$1.1B2.1%20.6M+3.2M (+18%)8 of 8
5
AAPL
Apple Inc
$1.1B2.0%3.7M+654K (+22%)8 of 8
6
TRP
TC Energy Corp
$978M1.9%14.8M+1.7M (+13%)8 of 8
7
AEM
Agnico Eagle Mines Ltd F
$928M1.8%6M+246K (+4%)8 of 8
8
CM
Canadian Imperial BK Comm
$917M1.7%8M−1.2M (−13%)8 of 8
9
SU
Suncor Energy Inc New
$817M1.6%15.2M+676K (+5%)8 of 8
10
CP
Canadian Pacific Kansas City
$803M1.5%9.3M+2.2M (+31%)8 of 8
🔒 1612 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
TASEKO MINES LTD
$96.1M14.8M
EEMS
Ishares Inc
$69.5M1M
BMY
Bristol Myers Squibb Co
$66.8M1.1M
MELI
Mercadolibre Inc
$64.2M37K
EGO
Eldorado Gold Corp New
$56.2M1.6M

🔒 Free account: see all 30.

Reported value

last 8 quarters
$20.6BQ3 '24
$22.1BQ4 '24
$22.9BQ1 '25
$28.4BQ2 '25
$31.7BQ3 '25
$38.1BQ4 '25
$43.4BQ1 '26
$52.8BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 13, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Connor, Clark & Lunn Investment Management 13F FAQ

What does Connor, Clark & Lunn Investment Management own?

Connor, Clark & Lunn Investment Management reported 1,622 stocks worth $52.8B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are RY (4.3%), TD (2.7%) and NVDA (2.2%). The table above lists every position in the filing (the top 10 without an account).

What did Connor, Clark & Lunn Investment Management buy and sell in Q2 2026?

Compared with Q1 2026: 303 new positions, 710 added to, 570 trimmed and 207 sold out. It sold all of EEMS, BMY and MELI.

When will Connor, Clark & Lunn Investment Management file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Connor, Clark & Lunn Investment Management's portfolio worth?

The Q2 2026 filing reports $52.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.