Beutel, Goodman & Co Ltd.
- SEC CIK
- 0001361974
- Latest filing
- Aug 12, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 75
- +1 vs. Q1 2023
- Portfolio value
- $17.8B
- +$827.7M (+4.9%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RYRoyal Bank of Canada | Stock | 10,961,989 | $1.05B | 5.9% | +52,975+0.5% | Added | History |
| TDToronto Dominion Bank | Stock | 14,485,469 | $898.8M | 5.0% | +1,134,124+8.5% | Added | History |
| QSRRestaurant Brands International Inc. | COM | 7,267,972 | $564.1M | 3.2% | −822,427−10.2% | Reduced | History |
| TRPTC Energy Corp | COM | 13,604,730 | $550.5M | 3.1% | +60,190+0.4% | Added | History |
| SLFSun Life Financial Inc | COM | 10,423,185 | $544.0M | 3.0% | −31,085−0.3% | Reduced | History |
| CNICanadian National Railway Co | Stock | 4,475,709 | $542.6M | 3.0% | +29,440+0.7% | Added | History |
| RCIRogers Communications Inc | CL B | 10,818,315 | $494.1M | 2.8% | +57,774+0.5% | Added | History |
| MGAMagna International Inc | COM | 8,278,638 | $467.9M | 2.6% | +53,035+0.6% | Added | History |
| MFCManulife Financial Corp | COM | 24,637,206 | $466.2M | 2.6% | +120,055+0.5% | Added | History |
| BMOBank of Montreal | COM | 5,026,281 | $454.4M | 2.5% | +21,178+0.4% | Added | History |
| OMCOmnicom Group Inc. | COM | 4,712,072 | $448.4M | 2.5% | +72,036+1.6% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 12,848,545 | $433.1M | 2.4% | +82,070+0.6% | Added | History |
| RBARB Global Inc. | COM | 6,924,820 | $416.0M | 2.3% | +1,172,169+20.4% | Added | History |
| FTSFortis Inc. | COM | 9,401,842 | $405.6M | 2.3% | +43,805+0.5% | Added | History |
| DOXAmdocs Ltd | SHS | 4,041,414 | $399.5M | 2.2% | +81,571+2.1% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 4,905,850 | $396.7M | 2.2% | +28,465+0.6% | Added | History |
| SUSuncor Energy Inc | Stock | 13,415,675 | $394.0M | 2.2% | +63,010+0.5% | Added | History |
| OTEXOpen Text Corp | COM | 8,613,727 | $358.7M | 2.0% | −1,486,523−14.7% | Reduced | History |
| AMGNAmgen Inc | Stock | 1,575,942 | $349.9M | 2.0% | +204,486+14.9% | Added | History |
| QCOMQualcomm Inc | Stock | 2,842,424 | $338.4M | 1.9% | +772,244+37.3% | Added | History |
| NTAPNetApp, Inc. | Stock | 4,378,304 | $334.5M | 1.9% | +94,320+2.2% | Added | History |
| DOOBRP Inc. | COM SUN VTG | 3,763,837 | $318.5M | 1.8% | +440,782+13.3% | Added | History |
| KMBKimberly Clark Corp | Stock | 2,291,856 | $316.4M | 1.8% | +52,046+2.3% | Added | History |
| AXPAmerican Express Co | Stock | 1,785,141 | $311.0M | 1.7% | +125,990+7.6% | Added | History |
| KKellanova | Stock | 4,236,948 | $285.6M | 1.6% | +48,940+1.2% | Added | History |
| BIIBBiogen Inc. | COM | 999,346 | $284.7M | 1.6% | +21,620+2.2% | Added | History |
| IPGInterpublic Group of Companies, Inc. | COM | 7,176,490 | $276.9M | 1.6% | +157,386+2.2% | Added | History |
| GIBCgi Inc | CL A | 2,602,652 | $274.8M | 1.5% | −278,282−9.7% | Reduced | History |
| CAECae Inc | COM | 12,081,091 | $270.7M | 1.5% | +80,220+0.7% | Added | History |
| HOGHarley-Davidson, Inc. | COM | 7,659,467 | $269.7M | 1.5% | +166,961+2.2% | Added | History |
| PIIPolaris Inc. | Stock | 2,227,628 | $269.4M | 1.5% | +50,301+2.3% | Added | History |
| MASMasco Corp | COM | 4,528,403 | $259.8M | 1.5% | +103,101+2.3% | Added | History |
| MRKMerck & Co., Inc. | Stock | 2,231,446 | $257.5M | 1.4% | +176,009+8.6% | Added | History |
| BLKBlackRock, Inc. | COM | 364,121 | $251.7M | 1.4% | +7,575+2.1% | Added | History |
| FLSFlowserve Corp | COM | 6,724,160 | $249.8M | 1.4% | +147,846+2.2% | Added | History |
| NTRNutrien Ltd. | COM | 4,147,650 | $245.1M | 1.4% | +542,283+15.0% | Added | History |
| GENGen Digital Inc. | Stock | 13,174,151 | $244.4M | 1.4% | +290,587+2.3% | Added | History |
| AMPAmeriprise Financial Inc | COM | 730,484 | $242.6M | 1.4% | +86,264+13.4% | Added | History |
| CPBCAMPBELL'S Co | COM | 5,274,588 | $241.1M | 1.4% | +119,965+2.3% | Added | History |
| SEICSEI Investments Co | COM | 4,037,289 | $240.7M | 1.3% | +88,851+2.3% | Added | History |
| CMCSAComcast Corp | Stock | 5,682,880 | $236.1M | 1.3% | +546,406+10.6% | Added | History |
| CMICummins Inc | Stock | 936,955 | $229.7M | 1.3% | +24,405+2.7% | Added | History |
| EBAYeBay Inc | COM | 4,814,242 | $215.1M | 1.2% | +108,330+2.3% | Added | History |
| SGISomnigroup International Inc. | COM | 4,758,696 | $190.7M | 1.1% | +104,385+2.2% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,636,230 | $179.4M | 1.0% | +35,565+2.2% | Added | History |
| GNTXGentex Corp | COM | 6,103,485 | $178.6M | 1.0% | +133,631+2.2% | Added | History |
| BNSBank of Nova Scotia | COM | 3,431,505 | $171.9M | 1.0% | +15,758+0.5% | Added | History |
| TUTelus Corp | COM | 7,443,650 | $145.0M | 0.8% | +49,330+0.7% | Added | History |
| CGCarlyle Group Inc. | COM | 4,335,611 | $138.5M | 0.8% | +92,251+2.2% | Added | History |
| CORCencora, Inc. | Stock | 669,124 | $128.8M | 0.7% | −313,791−31.9% | Reduced | History |
| FNVFranco Nevada Corp | Stock | 808,521 | $115.4M | 0.6% | +4,470+0.6% | Added | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 3,198,667 | $104.5M | 0.6% | +19,680+0.6% | Added | History |
| PHParker-Hannifin Corp | Stock | 252,953 | $98.7M | 0.6% | −118,413−31.9% | Reduced | History |
| AGIAlamos Gold Inc | Stock | 7,601,908 | $90.7M | 0.5% | −168,070−2.2% | Reduced | History |
| PPGPPG Industries Inc | Stock | 410,091 | $60.8M | 0.3% | +10,055+2.5% | Added | History |
| ATSATS Corp | COM | 1,150,135 | $53.0M | 0.3% | +1,150,135 | New | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 350,473 | $34.4M | 0.2% | −7,060−2.0% | Reduced | History |
| Brookfield Business PartnersG16234109 | UNIT LTD L P | 900,870 | $15.5M | 0.1% | −54,160−5.7% | Reduced | – |
| DNNDenison Mines Corp. | COM | 10,619,040 | $13.3M | 0.1% | −213,860−2.0% | Reduced | History |
| BBUCBrookfield Business Corp | CL A EXC SUB VTG | 531,180 | $10.0M | 0.1% | +21,280+4.2% | Added | History |
| EFXTEnerflex Ltd. | COM | 1,328,246 | $9.05M | 0.1% | −28,730−2.1% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 40,496 | $2.94M | <0.1% | −3,510−8.0% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $517.0K | <0.1% | 00.0% | Unchanged | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 10,135 | $326.0K | <0.1% | −4,380−30.2% | Reduced | History |
| GSKGSK plc | ADR | 8,410 | $299.0K | <0.1% | +1,260+17.6% | Added | History |
| NVSNovartis AG | ADR | 2,610 | $263.0K | <0.1% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 4,430 | $230.0K | <0.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 411 | $139.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 820 | $99.0K | <0.1% | 00.0% | Unchanged | History |
| CMCanadian Imperial Bank of Commerce | COM | 2,140 | $91.0K | <0.1% | 00.0% | Unchanged | History |
| PNTPOINT Biopharma Global Inc. | COM | 7,174 | $64.0K | <0.1% | +7,174 | New | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 1,125 | $33.0K | <0.1% | 00.0% | Unchanged | History |
| BCEBce Inc | COM NEW | 409 | $18.0K | <0.1% | +109+36.3% | Added | History |
| VZVerizon Communications Inc | Stock | 145 | $5.00K | <0.1% | −815−84.9% | Reduced | History |
| MLKNMillerknoll, Inc. | COM | 335 | $4.00K | <0.1% | −5,601,296−100.0% | Reduced | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.