JARISLOWSKY, FRASER Ltd
Institutional investor · Portfolio as of Q3 2025
Top Holdings192 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BROOKFIELD CORP | 14.8M | $1B | 5.6% | $20.62 | +100.46% | 12 qtrssince 2022-Q4 | Decreased 0 |
TORONTO DOMINION BK ONT | 11.7M | $938M | 5.2% | $56.25 | +115.54% | 28 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NATL RY CO | 8.9M | $836.8M | 4.6% | $73.58 | +71.24% | 28 qtrssince 2018-Q4 | Decreased 0 |
OPEN TEXT CORP | 21.2M | $790.7M | 4.3% | $28.90 | -13.14% | 28 qtrssince 2018-Q4 | Increased 58 |
BANK MONTREAL MEDIUM | 5.8M | $760.4M | 4.2% | $85.47 | +101.08% | 28 qtrssince 2018-Q4 | Decreased 0 |
SHOPIFY INC | 4.9M | $722.4M | 4.0% | $64.27 | +137.90% | 23 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 1.3M | $661.8M | 3.6% | $115.75 | +343.65% | 28 qtrssince 2018-Q4 | Decreased 0 |
CAE INC | 20.9M | $620.3M | 3.4% | $20.22 | +20.07% | 28 qtrssince 2018-Q4 | Decreased 0 |
TC ENERGY CORP | 10.8M | $584.7M | 3.2% | $34.37 | +79.99% | 26 qtrssince 2019-Q2 | Decreased 0 |
FRANCO NEV CORP | 2.5M | $548.3M | 3.0% | $128.35 | +107.36% | 19 qtrssince 2021-Q1 | Decreased 0 |
THOMSON REUTERS CORP | 2.9M | $448.3M | 2.5% | $44.38 | +139.38% | 28 qtrssince 2018-Q4 | Decreased 0 |
Stantec Inc | 4.1M | $440.3M | 2.4% | $27.55 | +171.50% | 28 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 2M | $435.1M | 2.4% | $111.90 | +138.10% | 28 qtrssince 2018-Q4 | Decreased 0 |
GILDAN ACTIVEWEAR INC | 6.8M | $395.7M | 2.2% | $26.90 | +97.50% | 28 qtrssince 2018-Q4 | Decreased 0 |
CGI INC | 4M | $359.4M | 2.0% | $69.71 | +7.26% | 27 qtrssince 2019-Q1 | Decreased 0 |
PEMBINA PIPELINE CORP | 8.8M | $356.5M | 2.0% | $39.07 | +22.89% | 28 qtrssince 2018-Q4 | Increased 79 |
ORACLE CORP | 1.2M | $343.3M | 1.9% | $52.52 | +187.25% | 28 qtrssince 2018-Q4 | Decreased 0 |
COLLIERS INTL GROUP INC | 2.1M | $331M | 1.8% | $121.03 | -14.96% | 28 qtrssince 2018-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 547,672 | $311.5M | 1.7% | $223.32 | +166.57% | 28 qtrssince 2018-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 2.2M | $289.1M | 1.6% | $71.95 | +56.31% | 28 qtrssince 2018-Q4 | Decreased 0 |
JARISLOWSKY, FRASER Ltd manages $18.2B across 192 positions as of Q3 2025. Top holdings: BN (5.6%), TD (5.2%), CNI (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1/5.0.
Added 5 new positions, exited 1, increased 45, trimmed 114. Top move: PBA (INCREASED, conviction 79). Portfolio: $18.2B across 192 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Last filed Q3 2025 - no longer filing.
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR