Beutel, Goodman & Co Ltd.
- SEC CIK
- 0001361974
- Latest filing
- Aug 12, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 75
- −1 vs. Q4 2023
- Portfolio value
- $19.4B
- +$557.7M (+3.0%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RYRoyal Bank of Canada | Stock | 10,909,539 | $1.10B | 5.7% | −143,915−1.3% | Reduced | History |
| TDToronto Dominion Bank | Stock | 14,423,080 | $871.3M | 4.5% | −179,615−1.2% | Reduced | History |
| CNICanadian National Railway Co | Stock | 4,720,682 | $622.2M | 3.2% | −58,708−1.2% | Reduced | History |
| MFCManulife Financial Corp | COM | 23,023,453 | $575.6M | 3.0% | −1,722,046−7.0% | Reduced | History |
| BMOBank of Montreal | COM | 5,694,687 | $556.5M | 2.9% | −61,090−1.1% | Reduced | History |
| TRPTC Energy Corp | COM | 13,537,339 | $544.6M | 2.8% | −174,246−1.3% | Reduced | History |
| SLFSun Life Financial Inc | COM | 9,674,613 | $528.4M | 2.7% | −226,649−2.3% | Reduced | History |
| RBARB Global Inc. | COM | 6,891,040 | $525.4M | 2.7% | −91,476−1.3% | Reduced | History |
| SUSuncor Energy Inc | Stock | 13,353,108 | $493.3M | 2.5% | −174,951−1.3% | Reduced | History |
| QCOMQualcomm Inc | Stock | 2,880,222 | $487.6M | 2.5% | +40,668+1.4% | Added | History |
| MGAMagna International Inc | COM | 8,822,316 | $481.1M | 2.5% | +472,066+5.7% | Added | History |
| RCIRogers Communications Inc | CL B | 11,512,836 | $472.2M | 2.4% | −146,282−1.3% | Reduced | History |
| AMGNAmgen Inc | Stock | 1,591,255 | $452.4M | 2.3% | +21,598+1.4% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 4,886,810 | $431.3M | 2.2% | −65,600−1.3% | Reduced | History |
| BNSBank of Nova Scotia | COM | 7,497,905 | $388.2M | 2.0% | +4,041,066+116.9% | Added | History |
| KKellanova | Stock | 6,658,242 | $381.4M | 2.0% | +1,766,373+36.1% | Added | History |
| OMCOmnicom Group Inc. | COM | 3,848,748 | $372.4M | 1.9% | −349,019−8.3% | Reduced | History |
| FTSFortis Inc. | COM | 9,396,396 | $371.6M | 1.9% | −125,165−1.3% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 2,837,400 | $367.0M | 1.9% | +550,604+24.1% | Added | History |
| CMCSAComcast Corp | Stock | 8,439,924 | $365.9M | 1.9% | +2,784,049+49.2% | Added | History |
| DOXAmdocs Ltd | SHS | 4,048,376 | $365.9M | 1.9% | +25,102+0.6% | Added | History |
| GENGen Digital Inc. | Stock | 15,768,808 | $353.2M | 1.8% | +2,637,647+20.1% | Added | History |
| EBAYeBay Inc | COM | 6,663,525 | $351.7M | 1.8% | +1,862,043+38.8% | Added | History |
| HOGHarley-Davidson, Inc. | COM | 7,736,038 | $338.4M | 1.7% | +109,551+1.4% | Added | History |
| BIIBBiogen Inc. | COM | 1,565,785 | $337.6M | 1.7% | +570,329+57.3% | Added | History |
| OTEXOpen Text Corp | COM | 8,547,526 | $332.0M | 1.7% | −113,726−1.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 2,431,840 | $320.9M | 1.7% | +1,228+0.1% | Added | History |
| QSRRestaurant Brands International Inc. | COM | 4,019,727 | $319.5M | 1.6% | −2,086,315−34.2% | Reduced | History |
| AXPAmerican Express Co | Stock | 1,399,340 | $318.6M | 1.6% | −668,518−32.3% | Reduced | History |
| FLSFlowserve Corp | COM | 6,690,140 | $305.6M | 1.6% | −4,370−0.1% | Reduced | History |
| BLKBlackRock, Inc. | COM | 363,597 | $303.1M | 1.6% | +616+0.2% | Added | History |
| NTAPNetApp, Inc. | Stock | 2,874,406 | $301.7M | 1.6% | −1,485,158−34.1% | Reduced | History |
| SEICSEI Investments Co | COM | 4,018,347 | $288.9M | 1.5% | −1,6320.0% | Reduced | History |
| NTRNutrien Ltd. | COM | 5,299,598 | $288.2M | 1.5% | +1,113,785+26.6% | Added | History |
| CAECae Inc | COM | 13,797,258 | $285.2M | 1.5% | +1,593,526+13.1% | Added | History |
| SGISomnigroup International Inc. | COM | 4,683,664 | $266.1M | 1.4% | −50,832−1.1% | Reduced | History |
| IPGInterpublic Group of Companies, Inc. | COM | 7,923,812 | $258.6M | 1.3% | +772,292+10.8% | Added | History |
| PIIPolaris Inc. | Stock | 2,580,185 | $258.3M | 1.3% | +360,567+16.2% | Added | History |
| CPBCAMPBELL'S Co | COM | 5,808,182 | $258.2M | 1.3% | +552,654+10.5% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 6,107,202 | $255.8M | 1.3% | −3,207,309−34.4% | Reduced | History |
| DOOBRP Inc. | COM SUN VTG | 3,750,232 | $252.0M | 1.3% | −49,056−1.3% | Reduced | History |
| CIGIColliers International Group Inc. | SUB VTG SHS | 2,059,660 | $252.0M | 1.3% | −17,568−0.8% | Reduced | History |
| MASMasco Corp | COM | 3,007,510 | $237.2M | 1.2% | −1,509,508−33.4% | Reduced | History |
| FNVFranco Nevada Corp | Stock | 1,964,215 | $234.3M | 1.2% | +1,147,182+140.4% | Added | History |
| GNTXGentex Corp | COM | 6,077,312 | $219.5M | 1.1% | −5,063−0.1% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 483,992 | $212.2M | 1.1% | −242,862−33.4% | Reduced | History |
| CGCarlyle Group Inc. | COM | 4,316,819 | $202.5M | 1.0% | −2,912−0.1% | Reduced | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 4,558,928 | $191.7M | 1.0% | −2,363,296−34.1% | Reduced | History |
| GIBCgi Inc | CL A | 1,730,471 | $191.1M | 1.0% | −897,843−34.2% | Reduced | History |
| CMICummins Inc | Stock | 625,332 | $184.3M | 0.9% | −309,258−33.1% | Reduced | History |
| CORCencora, Inc. | Stock | 676,540 | $164.4M | 0.8% | +10,861+1.6% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,084,146 | $157.9M | 0.8% | −545,639−33.5% | Reduced | History |
| PPGPPG Industries Inc | Stock | 822,998 | $119.3M | 0.6% | +414,517+101.5% | Added | History |
| AGIAlamos Gold Inc | Stock | 5,581,478 | $82.4M | 0.4% | −109,790−1.9% | Reduced | History |
| ATSATS Corp | COM | 1,149,239 | $38.7M | 0.2% | −16,580−1.4% | Reduced | History |
| TFPMTriple Flag Precious Metals Corp. | Stock | 2,433,260 | $35.2M | 0.2% | −48,850−2.0% | Reduced | History |
| PRMWPrimo Water Corp | COM | 1,647,830 | $30.0M | 0.2% | −34,180−2.0% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 352,552 | $25.8M | 0.1% | −20,100−5.4% | Reduced | – |
| DNNDenison Mines Corp. | COM | 10,278,100 | $20.1M | 0.1% | −205,640−2.0% | Reduced | History |
| Brookfield Business PartnersG16234109 | UNIT LTD L P | 852,920 | $18.9M | 0.1% | −18,370−2.1% | Reduced | – |
| Telus Intl Cda Inc87975H100 | SUB VTG SHS | 2,182,110 | $18.5M | 0.1% | +2,182,110 | New | – |
| BBUCBrookfield Business Corp | CL A EXC SUB VTG | 533,870 | $12.8M | 0.1% | −10,220−1.9% | Reduced | History |
| EFXTEnerflex Ltd. | COM | 1,288,996 | $7.50M | <0.1% | −28,320−2.1% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 39,341 | $3.14M | <0.1% | −2,005−4.8% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $634.0K | <0.1% | 00.0% | Unchanged | History |
| GSKGSK plc | ADR | 13,160 | $564.0K | <0.1% | +110+0.8% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 9,600 | $481.0K | <0.1% | +3,320+52.9% | Added | History |
| NVSNovartis AG | ADR | 4,405 | $426.0K | <0.1% | +40+0.9% | Added | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 16,110 | $408.0K | <0.1% | +140+0.9% | Added | History |
| PHParker-Hannifin Corp | Stock | 355 | $197.0K | <0.1% | −251,313−99.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 386 | $162.0K | <0.1% | −25−6.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 765 | $116.0K | <0.1% | −55−6.7% | Reduced | History |
| CMCanadian Imperial Bank of Commerce | COM | 1,540 | $78.0K | <0.1% | −600−28.0% | Reduced | History |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 1,125 | $26.0K | <0.1% | 00.0% | Unchanged | History |
| BCEBce Inc | COM NEW | 409 | $13.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.