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CIK: 0001505817
Total reported value
$27.6B
$27.6B
456 檔
30.4%
The Q3 2024 SEC filing reveals that Fiera Capital Corp held a total portfolio value of $27.6B, covering 456 public equity positions.
In Q3 2024, Fiera Capital Corp adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, TSM, GOOGL) accounted for 30.4% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 456 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.97% | -0.63% | -3.39% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.81% | -0.17% | -8.75% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.93% | +0.27% | -0.86% | |
| 4 | MCO | Moody's CORP | Stock-Financials | 4.52% | -0.09% | -4.86% | |
| 5 | AZO | Autozone Inc | Stock-Consumer Disc | 4.01% | -0.44% | -1.71% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.75% | -0.03% | -2.45% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.12% | +0.59% | -1.73% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.80% | -0.36% | -4.61% | |
| 9 | SHW | Sherwin-williams Co/the | Stock-Materials | 2.64% | -0.03% | -1.20% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.48% | -0.01% | -1.90% | |
| 11 | CME | Cme Group Inc | Stock-Financials | 2.19% | -0.60% | -1.01% | |
| 12 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.16% | -0.20% | -1.66% | |
| 13 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.93% | +0.16% | +0.72% | |
| 14 | MSCI | Msci Inc | Stock-Financials | 1.93% | -0.05% | -2.30% | |
| 15 | CARR | Carrier Global CORP | Stock-Industrials | 1.83% | +0.27% | -4.56% | |
| 16 | RY | Royal Bank Of Canada | Stock-Financials | 1.79% | +0.57% | +3.73% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.72% | -0.33% | -2.75% | |
| 18 | MTD | Mettler-toledo International | Stock-Healthcare | 1.65% | +0.01% | -2.15% | |
| 19 | GGG | Graco Inc | Stock-Industrials | 1.62% | -0.20% | -1.68% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | -0.12% | -2.38% | |
| 21 | GIB | Cgi Inc | Stock-Tech | 1.52% | -0.18% | +2.69% | |
| 22 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.50% | +0.22% | +1.88% | |
| 23 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.38% | -0.66% | EXIT | |
| 24 | SPGI | S&p Global Inc | Stock-Financials | 1.29% | -0.24% | -8.40% | |
| 25 | WCN | Waste Connections Inc | Stock-Industrials | 1.26% | +0.09% | +6.52% | |
| 26 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.17% | — | -6.75% | |
| 27 | TD | Toronto-dominion Bank | Stock-Financials | 1.11% | +1.00% | +1.15% | |
| 28 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 1.09% | -0.12% | -10.17% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.54% | +2.63% | |
| 30 | BMO | Bank Of Montreal | Stock-Financials | 0.94% | +0.45% | +1.48% | |
| 31 | TU | Telus CORP | Stock-Other | 0.85% | -0.17% | +1.27% | |
| 32 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.81% | -0.07% | +6.46% | |
| 33 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.80% | +0.08% | +0.77% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | +0.18% | -4.92% | |
| 35 | ALC | Alcon Inc. | Stock-Healthcare | 0.76% | -0.19% | -5.77% | |
| 36 | RBA | Rb Global Inc | Stock-Industrials | 0.75% | +0.32% | -1.68% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.68% | — | -4.11% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.68% | -0.05% | -3.93% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.63% | — | -0.79% | |
| 40 | STN | Stantec Inc | Stock-Other | 0.60% | +0.05% | -0.77% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.51% | +0.22% | -5.74% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.03% | -9.69% | |
| 43 | AON | Aon plc | Stock-Financials | 0.50% | -0.11% | -8.64% | |
| 44 | FDS | Factset Research Systems Inc | Stock-Financials | 0.40% | -0.18% | -0.82% | |
| 45 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 0.35% | -0.05% | -0.37% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.35% | -0.04% | +0.24% | |
| 47 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.33% | +0.02% | +7.89% | |
| 48 | IT | Gartner Inc | Stock-Tech | 0.32% | — | -18.74% | |
| 49 | TYL | Tyler Technologies Inc | Stock-Tech | 0.32% | -0.08% | -3.32% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.31% | -0.21% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +0.5% | -1.20% | Trim |
| 2 | ORCL | Oracle CORP | +0.3% | -1.90% | Trim |
| 3 | CARR | Carrier Global CORP | +0.3% | -4.56% | Trim |
| 4 | RY | Royal Bank Of Canada | +0.3% | +3.73% | Add |
| 5 | UNH | Unitedhealth Group Inc | +0.3% | -1.73% | Trim |
| 6 | MSCI | Msci Inc | +0.3% | -2.30% | Trim |
| 7 | MA | Mastercard Inc - A | +0.2% | -2.45% | Trim |
| 8 | GIB | Cgi Inc | +0.2% | +2.69% | Add |
| 9 | MCO | Moody's CORP | +0.2% | -4.86% | Trim |
| 10 | CME | Cme Group Inc | +0.2% | -1.01% | Trim |
| 11 | MUSA | Murphy USA Inc | +0.2% | NEW | New buy |
| 12 | LII | Lennox International Inc | +0.2% | NEW | New buy |
| 13 | TD | Toronto-dominion Bank | +0.1% | +1.15% | Add |
| 14 | ROL | Rollins Inc | +0.1% | NEW | New buy |
| 15 | BSY | Bentley Systems Inc-class B | +0.1% | NEW | New buy |
| 16 | TXRH | Texas Roadhouse Inc | +0.1% | NEW | New buy |
| 17 | CP | Canadian Pacific Kansas City | +0.1% | +1.88% | Add |
| 18 | HLI | Houlihan Lokey Inc | +0.1% | +666.82% | Add |
| 19 | MLI | Mueller Industries Inc | +0.1% | NEW | New buy |
| 20 | VRRM | Verra Mobility CORP | +0.1% | NEW | New buy |
| 21 | SFM | Sprouts Farmers Market Inc | +0.1% | NEW | New buy |
| 22 | LOW | Lowe's Cos Inc | +0.1% | -3.93% | Trim |
| 23 | GGG | Graco Inc | +0.1% | -1.68% | Trim |
| 24 | PATK | Patrick Industries Inc | +0.1% | NEW | New buy |
| 25 | BCO | Brink's Co/the | +0.1% | NEW | New buy |
| 26 | EXLS | Exlservice Holdings Inc | +0.1% | +497.77% | Add |
| 27 | OTIS | Otis Worldwide CORP | +0.1% | -1.66% | Trim |
| 28 | JNJ | Johnson & Johnson | +0.1% | -2.38% | Trim |
| 29 | WCN | Waste Connections Inc | +0.1% | +6.52% | Add |
| 30 | TU | Telus CORP | +0.1% | +1.27% | Add |
| 31 | AZO | Autozone Inc | +0.1% | -1.71% | Trim |
| 32 | BMO | Bank Of Montreal | +0.1% | +1.48% | Add |
| 33 | MTD | Mettler-toledo International | 0% | -2.15% | Trim |
| 34 | H | Hyatt Hotels CORP - Cl A | -0.1% | -30.75% | Trim |
| 35 | HUBS | Hubspot Inc | -0.1% | -30.57% | Trim |
| 36 | PHM | Pultegroup Inc | -0.1% | EXIT | Sold out |
| 37 | RJF | Raymond James Financial Inc | -0.2% | -90.84% | Trim |
| 38 | LAD | Lithia Motors Inc | -0.2% | EXIT | Sold out |
| 39 | INFA1EUR | Informatica Inc - Class A | -0.2% | -98.21% | Trim |
| 40 | RCL | Royal Caribbean Cruises Ltd. | -0.2% | -92.11% | Trim |
| 41 | CRBG | Corebridge Financial Inc | -0.2% | EXIT | Sold out |
| 42 | BMRN | Biomarin Pharmaceutical Inc | -0.2% | EXIT | Sold out |
| 43 | ENTG | Entegris Inc | -0.2% | -33.12% | Trim |
| 44 | NVT | nVent Electric plc | -0.2% | -98.02% | Trim |
| 45 | HDB | Hdfc Bank Ltd-adr | -0.2% | -10.17% | Trim |
| 46 | EW | Edwards Lifesciences CORP | -0.3% | EXIT | Sold out |
| 47 | NKE | Nike Inc -cl B | -0.5% | -64.60% | Trim |
| 48 | MSFT | Microsoft CORP | -0.6% | -3.39% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | -0.86% | Trim |
| 50 | TSM | Taiwan Semiconductor-sp Adr | -0.8% | -8.75% | Trim |
According to official SEC Form 13F filings, Fiera Capital Corp reported a total U.S. public equity portfolio value of $27.6B across 456 disclosed positions in Q3 2024.
During Q3 2024, Fiera Capital Corp's top holdings by market value included MSFT (6.0%)、TSM (5.8%)、GOOGL (4.9%). The largest single position, MSFT, represented 6.0% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
MUSA
市值: $53.4M
Top Position Liquidated / Trimmed
EW
前期市值: $110.1M
In Q3 2024, Fiera Capital Corp made 50 total portfolio adjustments, initiating 10 new buys, adding to 9 positions, trimming 26 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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