Beutel, Goodman & Co Ltd.
- SEC CIK
- 0001361974
- Latest filing
- Aug 12, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 74
- −2 vs. Q4 2022
- Portfolio value
- $17.0B
- +$495.4M (+3.0%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RYRoyal Bank of Canada | Stock | 10,909,014 | $1.04B | 6.1% | −37,795−0.3% | Reduced | History |
| TDToronto Dominion Bank | Stock | 13,351,345 | $798.6M | 4.7% | −46,266−0.3% | Reduced | History |
| QSRRestaurant Brands International Inc. | COM | 8,090,399 | $542.4M | 3.2% | −486,621−5.7% | Reduced | History |
| TRPTC Energy Corp | COM | 13,544,540 | $526.1M | 3.1% | +710,662+5.5% | Added | History |
| CNICanadian National Railway Co | Stock | 4,446,269 | $523.9M | 3.1% | −18,670−0.4% | Reduced | History |
| RCIRogers Communications Inc | CL B | 10,760,541 | $498.1M | 2.9% | −22,620−0.2% | Reduced | History |
| SLFSun Life Financial Inc | COM | 10,454,270 | $487.7M | 2.9% | −36,850−0.4% | Reduced | History |
| MFCManulife Financial Corp | COM | 24,517,151 | $449.3M | 2.6% | −62,770−0.3% | Reduced | History |
| BMOBank of Montreal | COM | 5,005,103 | $445.2M | 2.6% | −17,400−0.3% | Reduced | History |
| MGAMagna International Inc | COM | 8,225,603 | $440.0M | 2.6% | +5,975+0.1% | Added | History |
| OMCOmnicom Group Inc. | COM | 4,640,036 | $437.7M | 2.6% | +93,776+2.1% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 12,766,475 | $415.3M | 2.4% | −16,165−0.1% | Reduced | History |
| SUSuncor Energy Inc | Stock | 13,352,665 | $414.0M | 2.4% | −49,063−0.4% | Reduced | History |
| FTSFortis Inc. | COM | 9,358,037 | $397.3M | 2.3% | −48,890−0.5% | Reduced | History |
| OTEXOpen Text Corp | COM | 10,100,250 | $389.1M | 2.3% | −50,859−0.5% | Reduced | History |
| DOXAmdocs Ltd | SHS | 3,959,843 | $380.3M | 2.2% | +80,916+2.1% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 4,877,385 | $375.1M | 2.2% | −6,880−0.1% | Reduced | History |
| AMGNAmgen Inc | Stock | 1,371,456 | $331.5M | 1.9% | +28,165+2.1% | Added | History |
| RBARB Global Inc. | COM | 5,752,651 | $323.2M | 1.9% | −14,640−0.3% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 2,239,810 | $300.6M | 1.8% | +54,220+2.5% | Added | History |
| HOGHarley-Davidson, Inc. | COM | 7,492,506 | $284.5M | 1.7% | +175,579+2.4% | Added | History |
| CPBCAMPBELL'S Co | COM | 5,154,623 | $283.4M | 1.7% | +121,976+2.4% | Added | History |
| KKellanova | Stock | 4,188,008 | $280.4M | 1.6% | +81,091+2.0% | Added | History |
| GIBCgi Inc | CL A | 2,880,934 | $277.3M | 1.6% | −2,695−0.1% | Reduced | History |
| AXPAmerican Express Co | Stock | 1,659,151 | $273.7M | 1.6% | +41,156+2.5% | Added | History |
| NTAPNetApp, Inc. | Stock | 4,283,984 | $273.5M | 1.6% | +749,369+21.2% | Added | History |
| BIIBBiogen Inc. | COM | 977,726 | $271.8M | 1.6% | +22,830+2.4% | Added | History |
| CAECae Inc | COM | 12,000,871 | $271.0M | 1.6% | −8,505−0.1% | Reduced | History |
| NTRNutrien Ltd. | COM | 3,605,367 | $265.9M | 1.6% | −9,362−0.3% | Reduced | History |
| QCOMQualcomm Inc | Stock | 2,070,180 | $264.1M | 1.6% | +110,056+5.6% | Added | History |
| IPGInterpublic Group of Companies, Inc. | COM | 7,019,104 | $261.4M | 1.5% | +169,153+2.5% | Added | History |
| DOOBRP Inc. | COM SUN VTG | 3,323,055 | $259.7M | 1.5% | −4,625−0.1% | Reduced | History |
| PIIPolaris Inc. | Stock | 2,177,327 | $240.9M | 1.4% | +51,111+2.4% | Added | History |
| BLKBlackRock, Inc. | COM | 356,546 | $238.6M | 1.4% | +7,825+2.2% | Added | History |
| SEICSEI Investments Co | COM | 3,948,438 | $227.2M | 1.3% | +92,137+2.4% | Added | History |
| FLSFlowserve Corp | COM | 6,576,314 | $223.6M | 1.3% | +157,690+2.5% | Added | History |
| GENGen Digital Inc. | Stock | 12,883,564 | $221.1M | 1.3% | +1,319,680+11.4% | Added | History |
| MASMasco Corp | COM | 4,425,302 | $220.0M | 1.3% | +113,221+2.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 2,055,437 | $218.7M | 1.3% | +51,000+2.5% | Added | History |
| CMICummins Inc | Stock | 912,550 | $218.0M | 1.3% | +22,345+2.5% | Added | History |
| EBAYeBay Inc | COM | 4,705,912 | $208.8M | 1.2% | +107,268+2.3% | Added | History |
| AMPAmeriprise Financial Inc | COM | 644,220 | $197.5M | 1.2% | +14,030+2.2% | Added | History |
| CMCSAComcast Corp | Stock | 5,136,474 | $194.7M | 1.1% | +104,521+2.1% | Added | History |
| SGISomnigroup International Inc. | COM | 4,654,311 | $183.8M | 1.1% | +105,367+2.3% | Added | History |
| BNSBank of Nova Scotia | COM | 3,415,747 | $171.8M | 1.0% | −17,877−0.5% | Reduced | History |
| GNTXGentex Corp | COM | 5,969,854 | $167.3M | 1.0% | +849,386+16.6% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,600,665 | $161.8M | 1.0% | −739,621−31.6% | Reduced | History |
| CORCencora, Inc. | Stock | 982,915 | $157.4M | 0.9% | +22,406+2.3% | Added | History |
| TUTelus Corp | COM | 7,394,320 | $146.6M | 0.9% | +1,484,870+25.1% | Added | History |
| CGCarlyle Group Inc. | COM | 4,243,360 | $131.8M | 0.8% | +98,175+2.4% | Added | History |
| PHParker-Hannifin Corp | Stock | 371,366 | $124.8M | 0.7% | +8,785+2.4% | Added | History |
| FNVFranco Nevada Corp | Stock | 804,051 | $117.1M | 0.7% | −980−0.1% | Reduced | History |
| MLKNMillerknoll, Inc. | COM | 5,601,631 | $114.6M | 0.7% | +125,858+2.3% | Added | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 3,178,987 | $104.0M | 0.6% | −3,392−0.1% | Reduced | History |
| AGIAlamos Gold Inc | Stock | 7,769,978 | $94.7M | 0.6% | −207,360−2.6% | Reduced | History |
| PPGPPG Industries Inc | Stock | 400,036 | $53.4M | 0.3% | +9,825+2.5% | Added | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 357,533 | $37.7M | 0.2% | −8,825−2.4% | Reduced | History |
| Brookfield Business PartnersG16234109 | UNIT LTD L P | 955,030 | $17.6M | 0.1% | −22,290−2.3% | Reduced | – |
| DNNDenison Mines Corp. | COM | 10,832,900 | $11.8M | 0.1% | −262,290−2.4% | Reduced | History |
| BBUCBrookfield Business Corp | CL A EXC SUB VTG | 509,900 | $10.1M | 0.1% | −13,045−2.5% | Reduced | History |
| EFXTEnerflex Ltd. | COM | 1,356,976 | $8.07M | <0.1% | −503,415−27.1% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 44,006 | $3.15M | <0.1% | 00.0% | Unchanged | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $465.0K | <0.1% | 00.0% | Unchanged | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 14,515 | $405.0K | <0.1% | +990+7.3% | Added | History |
| GSKGSK plc | ADR | 7,150 | $254.0K | <0.1% | +920+14.8% | Added | History |
| NVSNovartis AG | ADR | 2,610 | $240.0K | <0.1% | +120+4.8% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 4,430 | $230.0K | <0.1% | −190−4.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 411 | $118.0K | <0.1% | 00.0% | Unchanged | History |
| CMCanadian Imperial Bank of Commerce | COM | 2,140 | $90.0K | <0.1% | +600+39.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 820 | $85.0K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 960 | $37.0K | <0.1% | −1,570−62.1% | Reduced | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 1,125 | $35.0K | <0.1% | +1,125 | New | History |
| BCEBce Inc | COM NEW | 300 | $13.0K | <0.1% | +300 | New | History |
| AZOAutoZone Inc | COM | 5 | $12.0K | <0.1% | −30−85.7% | Reduced | History |
Sold out since Q4 2022 (4)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| ORCLOracle Corp | Stock | 400 | $32.0K | <0.1% | History |
| PEPPepsiCo Inc | Stock | 150 | $27.0K | <0.1% | History |
| ABTAbbott Laboratories | Stock | 200 | $21.0K | <0.1% | History |
| CNQCanadian Natural Resources Ltd | COM | 2 | $0 | 0.0% | History |