CI Investments Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), CI Investments Inc. reported 1,286 stock positions worth $25.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.3% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Amazon.com (AMZN, 3.8%). Compared with Q4 2023, it opened 55 new positions, sold out of 29, added to 853 and reduced 355. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +1777%) and the biggest sale Unitedhealth (UNH, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, Z4
- CIK
- 0001163648
- Portfolio Value
- $25.2B (Q1 2024)
- SEC Filing
- 0001163648-24-000009 ↗ filed May 13, 2024
Holdings Value
Holdings 1,286 stocks · $25.2B
| IVV iShares Core S&P 500 ETF | 17.26% | 8,269,682 | $4.3B | Add +1777.4% |
| MSFT Microsoft Corp. | 4.74% | 2,837,975 | $1.2B | Add +5.7% |
| AMZN Amazon.com Inc. | 3.82% | 5,329,932 | $961.4M | Reduce -1.0% |
| NVDA Nvidia Corp. | 3.31% | 923,270 | $834.2M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 2.38% | 1,233,012 | $598.7M | Add +1.6% |
| MA Mastercard Inc. Class A | 2.37% | 1,239,225 | $596.8M | Reduce -5.5% |
| GOOG Alphabet Inc. Class C | 2.30% | 3,799,239 | $578.5M | Add +6.9% |
| UNH Unitedhealth Group Inc. | 1.74% | 886,863 | $438.7M | Reduce -12.2% |
| LLY Eli Lilly & Co. | 1.67% | 541,727 | $421.4M | Reduce -5.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.64% | 3,029,721 | $412.2M | Reduce -8.7% |
| AAPL Apple Inc. | 1.50% | 2,197,085 | $376.8M | Reduce -0.4% |
| V Visa Inc. Class A | 1.30% | 1,177,390 | $328.6M | Add +8.5% |
| NOW ServiceNow Inc. | 1.26% | 416,576 | $317.6M | Add +45.1% |
| AMD Advanced Micro Devices | 1.16% | 1,613,133 | $291.2M | Reduce -16.4% |
| JPM JPMorgan Chase & Co. | 1.14% | 1,439,459 | $288.3M | Reduce -10.7% |
| GOOGL Alphabet Inc. Class A | 1.08% | 1,808,976 | $273.0M | Reduce -9.9% |
| AVGO Broadcom Inc. | 0.95% | 179,710 | $238.2M | Add +11.8% |
| LNG Cheniere Energy Inc. | 0.94% | 1,460,440 | $235.5M | Reduce -7.2% |
| KKR KKR & Co. Inc. | 0.88% | 2,209,242 | $222.2M | Add +14.6% |
| USFD US Foods Holding Corp. | 0.84% | 3,911,605 | $211.1M | Reduce -34.0% |
| SYK Stryker Corp. | 0.80% | 563,901 | $201.8M | Reduce -34.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 376,507 | $196.9M | Add +158.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.77% | 5,118,928 | $194.1M | Reduce -25.0% |
| SMH Vaneck Semiconductor ETF | 0.77% | 860,217 | $193.5M | Reduce -24.4% |
| PLD Prologis Inc. | 0.75% | 1,451,179 | $189.0M | Reduce -11.9% |
| J Jacobs Solutions Inc. | 0.73% | 1,196,597 | $184.0M | Add +41.1% |
| ADBE Adobe Inc. | 0.70% | 351,503 | $177.4M | Reduce -7.5% |
| MRK Merck & Co. Inc. | 0.67% | 1,281,839 | $169.1M | Add +41.9% |
| SPGI S&P Global Inc. | 0.66% | 390,321 | $166.1M | Add +9.5% |
| LYV Live Nation Entertainment Inc. | 0.62% | 1,474,716 | $156.0M | Reduce -1.7% |
| CRM Salesforce Inc. | 0.60% | 500,701 | $150.8M | Reduce -18.7% |
| AMH American Homes 4 Rent- A | 0.56% | 3,836,224 | $141.1M | Reduce -18.5% |
| WMB Williams Cos Inc. | 0.55% | 3,544,846 | $138.1M | Reduce -10.4% |
| TMO Thermo Fisher Scientific Inc. | 0.55% | 237,331 | $137.9M | Reduce -24.2% |
| SBAC SBA Communications Corp. | 0.54% | 628,517 | $136.2M | Reduce -3.1% |
| BN Brookfield Corp. | 0.53% | 3,195,114 | $133.8M | Add +4.7% |
| EQIX Equinix Inc. | 0.52% | 159,031 | $131.3M | Reduce -3.3% |
| BSX Boston Scientific Corp. | 0.51% | 1,863,882 | $127.7M | Add +51.0% |
| XBI SS SPDR S&P Biotech ETF | 0.50% | 1,339,440 | $127.1M | Add +2408.4% |
| FLJP Franklin Ftse Japan ETF | 0.49% | 3,989,650 | $123.8M | Reduce -34.6% |
| CEG Constellation Energy | 0.48% | 658,815 | $121.8M | Add +49.7% |
| DHR Danaher Corp. | 0.48% | 486,616 | $121.5M | Add +76.7% |
| VTR Ventas Inc. | 0.48% | 2,755,285 | $120.0M | Add +15.5% |
| PG The Procter & Gamble Co. | 0.45% | 705,860 | $114.5M | Add +0.9% |
| ACM Aecom | 0.45% | 1,158,981 | $113.7M | Add +10.2% |
| IEMG iShares Core MSCI Emerging | 0.43% | 2,108,534 | $108.8M | Add +12.0% |
| MDLZ Mondelez International Inc. Class A | 0.43% | 1,546,751 | $108.3M | Reduce -17.6% |
| FCX Freeport-McMoran Inc. | 0.43% | 2,287,235 | $107.5M | Add +252.7% |
| WFC Wells Fargo & Co. | 0.43% | 1,848,214 | $107.1M | Reduce -37.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.42% | 3,573,809 | $106.5M | Reduce -17.4% |
| T AT&T Inc. | 0.42% | 5,986,625 | $105.4M | Reduce -2.1% |
| TIP iShares Tips Bond ETF | 0.42% | 980,350 | $105.3M | Reduce -0.4% |
| BKNG Booking Holdings Inc. | 0.41% | 28,746 | $104.3M | Add +25.1% |
| AMAT Applied Materials Inc. | 0.41% | 503,366 | $103.8M | Reduce -2.7% |
| ZTS Zoetis Inc. | 0.39% | 574,046 | $97.1M | Reduce -20.5% |
| NKE Nike Inc. Class B | 0.38% | 1,007,604 | $94.7M | Reduce -51.4% |
| MU Micron Technology Inc. | 0.37% | 799,533 | $94.3M | Reduce -3.1% |
| ADI Analog Devices Inc. | 0.37% | 470,138 | $93.0M | Add +13.7% |
| TRGP Targa Resources Corp. | 0.37% | 822,322 | $92.1M | Reduce -8.6% |
| AXP American Express Co. | 0.36% | 399,860 | $91.0M | Reduce -40.6% |
| KO The Coca-Cola Co. | 0.35% | 1,450,305 | $88.7M | Reduce -2.2% |
| SNPS Synopsys Inc. | 0.35% | 155,160 | $88.7M | Add +56.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.34% | 138 | $86.9M | Add +0.7% |
| JNJ Johnson & Johnson | 0.34% | 548,056 | $86.7M | Reduce -20.4% |
| BIP Brookfield Infrastructure Pa | 0.34% | 2,755,495 | $86.0M | Add +6.0% |
| SRE Sempra | 0.34% | 1,191,608 | $85.6M | Reduce -4.7% |
| GS Goldman Sachs Group Inc. | 0.34% | 204,274 | $85.3M | Add +2230.0% |
| ETR Entergy Corp. | 0.33% | 796,766 | $84.2M | Reduce -5.4% |
| ARE Alexandria Real Estate Equit | 0.31% | 612,048 | $78.9M | Reduce -33.8% |
| HST Host Hotels & Resorts Inc. | 0.31% | 3,808,639 | $78.8M | Reduce -5.0% |
| KIM Kimco Realty Corp. | 0.31% | 4,008,942 | $78.6M | Reduce -8.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.31% | 311,852 | $78.0M | Add +93.0% |
| HON Honeywell International Inc. | 0.31% | 378,566 | $77.7M | Reduce -2.1% |
| COP Conocophillips | 0.30% | 588,146 | $74.9M | Add +90.7% |
| INTU Intuit Inc. | 0.29% | 111,770 | $72.7M | Reduce -2.2% |
| BLK BlackRock Finance Inc. | 0.28% | 85,214 | $71.0M | Add +113.5% |
| TDG Transdigm Group Inc. | 0.28% | 57,016 | $70.2M | Reduce -1.0% |
| CMG Chipotle Mexican Grill Inc. | 0.28% | 24,116 | $70.1M | Add +32.7% |
| SBUX Starbucks Corp. | 0.27% | 756,152 | $69.1M | Add +183.4% |
| CSGP Costar Group Inc. | 0.27% | 712,838 | $68.9M | Reduce -2.4% |
| BATRK Atlanta Braves Holdings in-C | 0.27% | 1,749,843 | $68.3M | Add +1.0% |
| CVX Chevron Corp. | 0.27% | 429,828 | $67.8M | Add +110.6% |
| HESM Hess Midstream LP Class A | 0.27% | 1,850,701 | $66.9M | Reduce -5.7% |
| HUM Humana Inc. | 0.26% | 192,157 | $66.6M | Reduce -61.7% |
| CSX CSX Corp. | 0.26% | 1,774,864 | $65.8M | Add +43.7% |
| LIN Linde PLC | 0.26% | 140,991 | $65.5M | Add +42.0% |
| AES AES Corp. | 0.26% | 3,590,391 | $64.4M | Reduce -30.7% |
| CACI Caci International Inc. Class A | 0.24% | 162,106 | $61.4M | Add +20.1% |
| HD Home Depot Inc. | 0.23% | 153,733 | $59.0M | Add +27.2% |
| TLT iShares 20+ Year Treasury BD | 0.22% | 575,949 | $54.5M | Add +3.5% |
| FWONK Liberty Media Corp. Class C | 0.22% | 827,938 | $54.3M | Add +2.0% |
| VRSN Verisign Inc. | 0.21% | 281,942 | $53.4M | Add +0.3% |
| ACN Accenture PLC Class A | 0.21% | 153,445 | $53.2M | Reduce -32.1% |
| NEE Nextera Energy Inc. | 0.21% | 827,752 | $52.9M | Reduce -12.8% |
| MCO Moody's Corp. | 0.21% | 133,424 | $52.4M | Add +95.3% |
| BRX Brixmor Property Group Inc. | 0.21% | 2,215,619 | $52.0M | Add +67968.2% |
| EQH Equitable Holdings Inc. | 0.20% | 1,357,644 | $51.6M | Reduce -6.3% |
| CL Colgate-Palmolive Co. | 0.20% | 553,997 | $49.9M | Add +112.7% |
| BBU Brookfield Business PT-Unit | 0.20% | 2,225,932 | $49.2M | Add +5.5% |
| CP Canadian Pacific Kansas City | 0.19% | 554,066 | $48.9M | Add +8.3% |
Options reported separately and not counted above: INVESCO QQQ TR puts ($2.3M), BROADCOM INC calls ($873K), ALPHABET INC calls ($310K), APPLE INC calls ($292K), SPDR SERIES TRUST puts ($12K), HUMANA INC calls ($10K), STATE STR SPDR S&P 500 ETF T puts ($1K).
Portfolio Sells Q4 2023 → Q1 2024
| UNH Unitedhealth Group Inc. | Reduce -12.2% | 1.74% | −1.01 |
| HUM Humana Inc. | Reduce -61.7% | 0.26% | −0.92 |
| NKE Nike Inc. Class B | Reduce -51.4% | 0.38% | −0.79 |
| AAPL Apple Inc. | Reduce -0.4% | 1.50% | −0.70 |
| USFD US Foods Holding Corp. | Reduce -34.0% | 0.84% | −0.55 |
| MA Mastercard Inc. Class A | Reduce -5.5% | 2.37% | −0.52 |
| SYK Stryker Corp. | Reduce -34.0% | 0.80% | −0.52 |
| MCD McDonald's Corp. | Reduce -68.5% | 0.14% | −0.47 |
| ADBE Adobe Inc. | Reduce -7.5% | 0.70% | −0.47 |
| LNG Cheniere Energy Inc. | Reduce -7.2% | 0.94% | −0.45 |
| BAC Bank of America Corp. | Reduce -25.0% | 0.77% | −0.42 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 3.82% | −0.41 |
| FLJP Franklin Ftse Japan ETF | Reduce -34.6% | 0.49% | −0.39 |
| PLD Prologis Inc. | Reduce -11.9% | 0.75% | −0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -9.9% | 1.08% | −0.37 |
| ZTS Zoetis Inc. | Reduce -20.5% | 0.39% | −0.35 |
| SQM Quimica Y Minera Chil-SP ADR | Reduce -96.4% | 0.01% | −0.33 |
| PWR Quanta Services Inc. | Reduce -96.0% | 0.01% | −0.33 |
| WFC Wells Fargo & Co. | Reduce -37.5% | 0.43% | −0.33 |
| AMH American Homes 4 Rent- A | Reduce -18.5% | 0.56% | −0.32 |
| AMD Advanced Micro Devices | Reduce -16.4% | 1.16% | −0.32 |
| TMO Thermo Fisher Scientific Inc. | Reduce -24.2% | 0.55% | −0.31 |
| AIRC Apartment Income REIT Co. | Reduce -99.8% | 0.00% | −0.31 |
| SBAC SBA Communications Corp. | Reduce -3.1% | 0.54% | −0.31 |
| ARE Alexandria Real Estate Equit | Reduce -33.8% | 0.31% | −0.29 |
| AXP American Express Co. | Reduce -40.6% | 0.36% | −0.29 |
| VICI Vici Properties Inc. | Reduce -17.4% | 0.42% | −0.29 |
| JPM JPMorgan Chase & Co. | Reduce -10.7% | 1.14% | −0.27 |
| MDLZ Mondelez International Inc. Class A | Reduce -17.6% | 0.43% | −0.27 |
| SMH Vaneck Semiconductor ETF | Reduce -24.4% | 0.77% | −0.26 |
| AES AES Corp. | Reduce -30.7% | 0.26% | −0.26 |
| ST Sensata Technologies Holdplc | Reduce -100.0% | 0.00% | −0.24 |
| CRM Salesforce Inc. | Reduce -18.7% | 0.60% | −0.24 |
| JNJ Johnson & Johnson | Reduce -20.4% | 0.34% | −0.21 |
| ACN Accenture PLC Class A | Reduce -32.1% | 0.21% | −0.20 |
| KIM Kimco Realty Corp. | Reduce -8.3% | 0.31% | −0.17 |
| HES Hess Corp. | Reduce -64.7% | 0.07% | −0.17 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -56.5% | 0.07% | −0.16 |
| WMB Williams Cos Inc. | Reduce -10.4% | 0.55% | −0.16 |
| EQIX Equinix Inc. | Reduce -3.3% | 0.52% | −0.16 |
| EW Edwards Lifesciences Corp. | Reduce -69.6% | 0.06% | −0.16 |
| BERY Berry Global Group Inc. | Reduce -85.7% | 0.02% | −0.15 |
| PBR Petroleo Brasileiro-Spon ADR | Reduce -41.3% | 0.11% | −0.15 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -8.7% | 1.64% | −0.15 |
| PANW Palo Alto Networks Inc. | Reduce -49.5% | 0.09% | −0.15 |
| SRE Sempra | Reduce -4.7% | 0.34% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -34.6% | 0.17% | −0.13 |
| TIP iShares Tips Bond ETF | Reduce -0.4% | 0.42% | −0.13 |
| PXD Pioneer Natural Resources Co. | Reduce -36.6% | 0.17% | −0.13 |
| T AT&T Inc. | Reduce -2.1% | 0.42% | −0.11 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +1777.4% | 17.26% | +16.17 |
| XBI SS SPDR S&P Biotech ETF | Add +2408.4% | 0.50% | +0.48 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +158.6% | 0.78% | +0.42 |
| GS Goldman Sachs Group Inc. | Add +2230.0% | 0.34% | +0.32 |
| FCX Freeport-McMoran Inc. | Add +252.7% | 0.43% | +0.28 |
| CEG Constellation Energy | Add +49.7% | 0.48% | +0.22 |
| NOW ServiceNow Inc. | Add +45.1% | 1.26% | +0.21 |
| BRX Brixmor Property Group Inc. | Add +67968.2% | 0.21% | +0.21 |
| MRK Merck & Co. Inc. | Add +41.9% | 0.67% | +0.16 |
| J Jacobs Solutions Inc. | Add +41.1% | 0.73% | +0.16 |
| META Meta Platforms Inc. Class A | Add +1.6% | 2.38% | +0.15 |
| DHR Danaher Corp. | Add +76.7% | 0.48% | +0.15 |
| SBUX Starbucks Corp. | Add +183.4% | 0.27% | +0.14 |
| BSX Boston Scientific Corp. | Add +51.0% | 0.51% | +0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2700.2% | 0.14% | +0.14 |
| DOC Healthpeak Properties Inc. | Add +387.0% | 0.19% | +0.13 |
| FXI iShares China Large-Cap ETF | New | 0.13% | +0.13 |
| AJG Arthur J Gallagher & Co. | Add +93.0% | 0.31% | +0.12 |
| PGR Progressive Corp. | Add +239.5% | 0.17% | +0.12 |
| BLK BlackRock Finance Inc. | Add +113.5% | 0.28% | +0.11 |
| COP Conocophillips | Add +90.7% | 0.30% | +0.11 |
| CVX Chevron Corp. | Add +110.6% | 0.27% | +0.11 |
| AEM Agnico Eagle Mines Ltd. | New | 0.10% | +0.10 |
| DV Doubleverify Holdings Inc. | Add +382017.1% | 0.09% | +0.09 |
| CL Colgate-Palmolive Co. | Add +112.7% | 0.20% | +0.09 |
| CRH CRH PLC | Add +13740.1% | 0.09% | +0.09 |
| SNPS Synopsys Inc. | Add +56.4% | 0.35% | +0.09 |
| DELL Dell Technologies -C | Add +5926.2% | 0.09% | +0.09 |
| ELV Elevance Health Inc. | Add +309.5% | 0.11% | +0.08 |
| MNST Monster Beverage Corp. | Add +23242.6% | 0.08% | +0.08 |
| ROST Ross Stores Inc. | Add +2857.0% | 0.08% | +0.08 |
| NXT Nextpower Inc. | Add +948.0% | 0.08% | +0.07 |
| APP AppLovin Corp. Class A | Add +167.1% | 0.10% | +0.07 |
| MCK McKesson Corp. | Add +455.3% | 0.09% | +0.07 |
| MCO Moody's Corp. | Add +95.3% | 0.21% | +0.07 |
| LOW Lowe's Cos Inc. | Add +94.2% | 0.15% | +0.06 |
| CMG Chipotle Mexican Grill Inc. | Add +32.7% | 0.28% | +0.06 |
| ONTO Onto Innovation Inc. | Add +62.5% | 0.19% | +0.06 |
| KGC Kinross Gold Corp. | New | 0.06% | +0.06 |
| KKR KKR & Co. Inc. | Add +14.6% | 0.88% | +0.06 |
| VKTX Viking Therapeutics Inc. | New | 0.06% | +0.06 |
| LIN Linde PLC | Add +42.0% | 0.26% | +0.05 |
| WELL Welltower Inc. | Add +228.1% | 0.08% | +0.05 |
| AXON Axon Enterprise Inc. | Add +17357.5% | 0.04% | +0.04 |
| CSX CSX Corp. | Add +43.7% | 0.26% | +0.04 |
| GDX Vaneck Gold Miners ETF | Add +1003.3% | 0.04% | +0.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +73.8% | 0.07% | +0.03 |
| JD Jd.com Inc.-ADR | New | 0.03% | +0.03 |
| BMI Badger Meter Inc. | Add +3732.6% | 0.03% | +0.03 |
| HMY Harmony Gold MNG-Spon ADR | New | 0.03% | +0.03 |
Options Activity Q4 2023 → Q1 2024
| INVESCO QQQ TR | put | Add +440.8% | 9,951 | $2.3M |
| BROADCOM INC | call | New | 127 | $873K |
| ALPHABET INC | call | New | 285 | $310K |
| APPLE INC | call | New | 1,191 | $292K |
| INVESCO EXCHANGE TRADED FD T | put | Sold out | 7,282 | $253Kbefore exit |
| ON SEMICONDUCTOR CORP | call | Sold out | 193 | $245Kbefore exit |
| AMAZON COM INC | call | Sold out | 2,240 | $189Kbefore exit |
| SPDR SERIES TRUST | put | Add +357.5% | 915 | $12K |
| HUMANA INC | call | New | 42 | $10K |
| STATE STR SPDR S&P 500 ETF T | put | Reduce -98.9% | 90 | $1K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 746 | $31.1B | QQQM, RSP, NVDA, AMZN, MSFT |
| Q1 2026 | 612 | $20.6B | NVDA, AMZN, MSFT, IVV, GOOG |
| Q4 2025 | 635 | $22.8B | NVDA, MSFT, AMZN, GOOG, IVV |
| Q3 2025 | 1,269 | $27.5B | IVV, MSFT, NVDA, AMZN, META |
| Q2 2025 | 1,275 | $26.6B | IVV, MSFT, NVDA, AMZN, META |
| Q1 2025 | 1,289 | $23.7B | IVV, MSFT, AMZN, NVDA, META |
| Q4 2024 | 1,287 | $26.5B | IVV, MSFT, AMZN, NVDA, AAPL |
| Q3 2024 | 1,267 | $26.3B | IVV, MSFT, AMZN, NVDA, META |
| Q2 2024 | 1,250 | $25.4B | IVV, MSFT, AMZN, NVDA, GOOG |
| Q1 2024 | 1,286 | $25.2B | IVV, MSFT, AMZN, NVDA, META |