CI Investments Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), CI Investments Inc. reported 1,267 stock positions worth $26.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 18.2% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Amazon.com (AMZN, 3.7%). Compared with Q2 2024, it opened 49 new positions, sold out of 33, added to 680 and reduced 508. The biggest buy was Unitedhealth (UNH, shares +11%) and the biggest sale Taiwan Semiconductor-SP ADR (TSM, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, Z4
- CIK
- 0001163648
- Portfolio Value
- $26.3B (Q3 2024)
- SEC Filing
- 0001163648-24-000024 ↗ filed Nov 12, 2024
Holdings Value
Holdings 1,267 stocks · $26.3B
| IVV iShares Core S&P 500 ETF | 18.16% | 8,269,682 | $4.8B | No change |
| MSFT Microsoft Corp. | 4.59% | 2,803,204 | $1.2B | Reduce -4.0% |
| AMZN Amazon.com Inc. | 3.66% | 5,161,890 | $961.8M | Reduce -4.0% |
| NVDA Nvidia Corp. | 3.31% | 7,159,430 | $869.4M | Reduce -7.5% |
| META Meta Platforms Inc. Class A | 2.71% | 1,243,118 | $711.6M | Add +3.3% |
| AAPL Apple Inc. | 2.66% | 3,002,763 | $699.6M | Reduce -1.7% |
| MA Mastercard Inc. Class A | 2.15% | 1,141,196 | $563.5M | Reduce -3.0% |
| GOOG Alphabet Inc. Class C | 2.03% | 3,192,509 | $533.8M | Reduce -16.3% |
| UNH Unitedhealth Group Inc. | 1.97% | 883,592 | $516.6M | Add +11.4% |
| LLY Eli Lilly & Co. | 1.56% | 461,061 | $408.5M | Reduce -15.4% |
| AVGO Broadcom Inc. | 1.42% | 2,159,712 | $372.6M | Add +18.4% |
| NOW ServiceNow Inc. | 1.27% | 374,096 | $334.6M | Reduce -19.3% |
| JPM JPMorgan Chase & Co. | 1.18% | 1,464,943 | $308.9M | Add +3.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.05% | 1,583,977 | $275.1M | Reduce -43.2% |
| KKR KKR & Co. Inc. | 0.95% | 1,904,165 | $248.6M | Reduce -1.6% |
| V Visa Inc. Class A | 0.94% | 897,622 | $246.8M | Reduce -24.9% |
| GOOGL Alphabet Inc. Class A | 0.92% | 1,452,532 | $240.9M | Reduce -17.7% |
| LNG Cheniere Energy Inc. | 0.92% | 1,338,499 | $240.7M | Reduce -0.1% |
| USFD US Foods Holding Corp. | 0.88% | 3,760,103 | $231.2M | Add +6.4% |
| AMD Advanced Micro Devices | 0.82% | 1,317,693 | $216.2M | Reduce -11.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 326,955 | $187.6M | Reduce -29.9% |
| BN Brookfield Corp. | 0.70% | 3,462,983 | $184.1M | Add +10.1% |
| VTR Ventas Inc. | 0.68% | 2,772,416 | $177.8M | Add +9.1% |
| CEG Constellation Energy | 0.64% | 648,266 | $168.6M | Reduce -3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.63% | 4,197,720 | $166.6M | Add +1.1% |
| PLD Prologis Inc. | 0.60% | 1,244,635 | $157.2M | Reduce -11.5% |
| LYV Live Nation Entertainment Inc. | 0.60% | 1,429,852 | $156.6M | Reduce -2.0% |
| SBAC SBA Communications Corp. | 0.57% | 626,806 | $150.9M | Add +2.8% |
| J Jacobs Solutions Inc. | 0.56% | 1,132,536 | $148.2M | Add +4.7% |
| MRK Merck & Co. Inc. | 0.56% | 1,300,031 | $147.6M | Add +2.2% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.56% | 4,383,293 | $146.0M | Add +38.7% |
| SPGI S&P Global Inc. | 0.55% | 279,424 | $144.4M | Reduce -11.1% |
| BKNG Booking Holdings Inc. | 0.55% | 34,135 | $143.8M | Add +16.4% |
| ACN Accenture PLC Class A | 0.55% | 405,655 | $143.4M | Add +99.8% |
| BSX Boston Scientific Corp. | 0.53% | 1,673,683 | $140.3M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.53% | 808,298 | $140.0M | Add +2.0% |
| AMH American Homes 4 Rent- A | 0.53% | 3,642,696 | $139.8M | Add +6.4% |
| WMB Williams Cos Inc. | 0.53% | 3,051,837 | $139.3M | Reduce -5.8% |
| ACM Aecom | 0.51% | 1,303,254 | $134.6M | Add +2.3% |
| ZTS Zoetis Inc. | 0.51% | 688,483 | $134.5M | Add +6.5% |
| EQIX Equinix Inc. | 0.51% | 150,140 | $133.3M | Reduce -0.7% |
| DHR Danaher Corp. | 0.50% | 474,949 | $132.0M | Reduce -0.1% |
| SYK Stryker Corp. | 0.49% | 358,495 | $129.5M | Reduce -29.3% |
| AES AES Corp. | 0.49% | 6,440,316 | $129.2M | Add +22.8% |
| AMAT Applied Materials Inc. | 0.48% | 622,001 | $125.7M | Reduce -5.8% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 202,693 | $125.4M | Reduce -10.4% |
| DOC Healthpeak Properties Inc. | 0.47% | 5,340,947 | $122.1M | Add +114.5% |
| ADI Analog Devices Inc. | 0.46% | 529,581 | $121.9M | Reduce -6.5% |
| T AT&T Inc. | 0.46% | 5,533,660 | $121.7M | Reduce -2.8% |
| GS Goldman Sachs Group Inc. | 0.45% | 237,801 | $117.7M | Add +1.3% |
| XBI SS SPDR S&P Biotech ETF | 0.43% | 1,144,245 | $113.1M | Reduce -7.6% |
| KO The Coca-Cola Co. | 0.40% | 1,465,555 | $105.3M | Add +2.4% |
| TIP iShares Tips Bond ETF | 0.38% | 905,900 | $100.1M | Reduce -0.0% |
| ADBE Adobe Inc. | 0.38% | 190,504 | $98.6M | Reduce -34.4% |
| ETR Entergy Corp. | 0.37% | 744,780 | $98.0M | Reduce -0.7% |
| BIP Brookfield Infrastructure Pa | 0.37% | 2,777,050 | $97.3M | Reduce -0.1% |
| TRGP Targa Resources Corp. | 0.37% | 650,322 | $96.3M | Reduce -8.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.36% | 336,128 | $94.6M | Reduce -5.0% |
| AXP American Express Co. | 0.36% | 346,092 | $93.9M | Reduce -2.4% |
| CRM Salesforce Inc. | 0.35% | 339,054 | $92.8M | Reduce -12.2% |
| GEV GE Vernova Inc. | 0.33% | 344,396 | $87.8M | Add +1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 125 | $86.4M | Reduce -3.9% |
| SRE Sempra | 0.32% | 1,016,191 | $85.0M | Reduce -6.7% |
| MU Micron Technology Inc. | 0.30% | 759,348 | $78.8M | Add +7.8% |
| CACI Caci International Inc. Class A | 0.30% | 154,541 | $78.0M | Reduce -4.2% |
| KIM Kimco Realty Corp. | 0.29% | 3,307,239 | $76.8M | Reduce -10.8% |
| BLK BlackRock Finance Inc. | 0.29% | 80,530 | $76.5M | Add +0.4% |
| TDG Transdigm Group Inc. | 0.29% | 52,797 | $75.3M | Reduce -2.6% |
| NEE Nextera Energy Inc. | 0.28% | 882,335 | $74.6M | Reduce -12.3% |
| PGR Progressive Corp. | 0.28% | 288,990 | $73.3M | Add +44.8% |
| UBER Uber Technologies Inc. | 0.28% | 974,952 | $73.3M | Add +16.1% |
| KLAC KLA Corp. | 0.28% | 93,930 | $72.7M | Add +154.7% |
| FCX Freeport-McMoran Inc. | 0.27% | 1,438,190 | $71.8M | Reduce -43.0% |
| CVX Chevron Corp. | 0.27% | 485,846 | $71.6M | Add +1.6% |
| BATRK Atlanta Braves Holdings in-C | 0.26% | 1,733,386 | $69.0M | Reduce -0.9% |
| FXI iShares China Large-Cap ETF | 0.26% | 2,148,706 | $68.3M | Reduce -17.2% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 905,690 | $66.7M | Reduce -29.9% |
| NFLX Netflix Inc. | 0.25% | 92,867 | $65.9M | Add +1122.6% |
| VRT Vertiv Holdings Co. Class A | 0.25% | 652,669 | $64.9M | Add +829.7% |
| CL Colgate-Palmolive Co. | 0.25% | 620,433 | $64.4M | Add +1.1% |
| MCO Moody's Corp. | 0.24% | 134,007 | $63.6M | Reduce -0.0% |
| CRH CRH PLC | 0.24% | 684,567 | $63.5M | Add +44.2% |
| CSX CSX Corp. | 0.24% | 1,837,368 | $63.4M | Reduce -5.0% |
| LIN Linde PLC | 0.24% | 131,843 | $62.9M | Reduce -15.3% |
| HON Honeywell International Inc. | 0.24% | 304,063 | $62.9M | Reduce -10.1% |
| HST Host Hotels & Resorts Inc. | 0.24% | 3,524,423 | $62.0M | Reduce -0.3% |
| AEM Agnico Eagle Mines Ltd. | 0.23% | 744,366 | $60.0M | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.23% | 508,042 | $59.6M | Reduce -3.6% |
| BRX Brixmor Property Group Inc. | 0.23% | 2,136,990 | $59.5M | Reduce -2.8% |
| HD Home Depot Inc. | 0.23% | 146,285 | $59.3M | Reduce -5.2% |
| WMT Walmart Inc. | 0.22% | 731,585 | $59.1M | Add +2.6% |
| SNPS Synopsys Inc. | 0.22% | 115,532 | $58.5M | Add +21.1% |
| WFC Wells Fargo & Co. | 0.22% | 1,025,327 | $57.9M | Reduce -36.6% |
| HESM Hess Midstream LP Class A | 0.22% | 1,633,356 | $57.6M | Reduce -0.3% |
| IEMG iShares Core MSCI Emerging | 0.22% | 1,000,196 | $57.4M | Reduce -56.8% |
| COP Conocophillips | 0.22% | 544,070 | $57.3M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.22% | 351,745 | $57.0M | Reduce -4.5% |
| NKE Nike Inc. Class B | 0.22% | 641,636 | $56.7M | Reduce -21.6% |
| MELI MercadoLibre Inc. | 0.21% | 26,568 | $54.5M | Add +11.7% |
| LOW Lowe's Cos Inc. | 0.21% | 200,569 | $54.3M | Add +1.7% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($9.8M), INVESCO QQQ TR puts ($1.2M), HUMANA INC calls ($782K), CROWDSTRIKE HLDGS INC calls ($218K), LULULEMON ATHLETICA INC calls ($153K), ALPHABET INC calls ($148K), ZSCALER INC calls ($106K), SALESFORCE INC calls ($80K), UNITED STS OIL FD LP calls ($63K).
Portfolio Sells Q2 2024 → Q3 2024
| TSM Taiwan Semiconductor-SP ADR | Reduce -43.2% | 1.05% | −0.86 |
| GOOG Alphabet Inc. Class C | Reduce -16.3% | 2.03% | −0.72 |
| MSFT Microsoft Corp. | Reduce -4.0% | 4.59% | −0.55 |
| NVDA Nvidia Corp. | Reduce -7.5% | 3.31% | −0.46 |
| AMZN Amazon.com Inc. | Reduce -4.0% | 3.66% | −0.43 |
| LLY Eli Lilly & Co. | Reduce -15.4% | 1.56% | −0.39 |
| GOOGL Alphabet Inc. Class A | Reduce -17.7% | 0.92% | −0.35 |
| V Visa Inc. Class A | Reduce -24.9% | 0.94% | −0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -29.9% | 0.71% | −0.29 |
| IEMG iShares Core MSCI Emerging | Reduce -56.8% | 0.22% | −0.27 |
| ADBE Adobe Inc. | Reduce -34.4% | 0.38% | −0.26 |
| FCX Freeport-McMoran Inc. | Reduce -43.0% | 0.27% | −0.21 |
| SYK Stryker Corp. | Reduce -29.3% | 0.49% | −0.19 |
| DELL Dell Technologies -C | Reduce -97.4% | 0.00% | −0.18 |
| ASHR Xtrackers Harvest Csi 300 CH | Reduce -73.5% | 0.08% | −0.17 |
| VRSN Verisign Inc. | Reduce -93.5% | 0.01% | −0.17 |
| NOW ServiceNow Inc. | Reduce -19.3% | 1.27% | −0.16 |
| QCOM Qualcomm Inc. | Reduce -51.5% | 0.11% | −0.16 |
| WFC Wells Fargo & Co. | Reduce -36.6% | 0.22% | −0.16 |
| AMAT Applied Materials Inc. | Reduce -5.8% | 0.48% | −0.14 |
| SBUX Starbucks Corp. | Reduce -78.9% | 0.04% | −0.13 |
| AMD Advanced Micro Devices | Reduce -11.1% | 0.82% | −0.12 |
| ARM Arm Holdings PLC-ADR | Reduce -97.4% | 0.00% | −0.11 |
| ARE Alexandria Real Estate Equit | Reduce -36.6% | 0.15% | −0.09 |
| CEDAR FAIR LP | Sold out | 0.00% | −0.09 |
| INTU Intuit Inc. | Reduce -46.6% | 0.09% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -91.8% | 0.01% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Reduce -29.9% | 0.25% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -51.1% | 0.07% | −0.07 |
| KOF Coca-Cola Femsa Sab-SP ADR | Sold out | 0.00% | −0.06 |
| EW Edwards Lifesciences Corp. | Reduce -86.9% | 0.01% | −0.05 |
| INTC Intel Corp. | Reduce -12.4% | 0.10% | −0.05 |
| CMG Chipotle Mexican Grill Inc. | Reduce -11.9% | 0.19% | −0.05 |
| ADI Analog Devices Inc. | Reduce -6.5% | 0.46% | −0.05 |
| HON Honeywell International Inc. | Reduce -10.1% | 0.24% | −0.05 |
| CRM Salesforce Inc. | Reduce -12.2% | 0.35% | −0.04 |
| LIN Linde PLC | Reduce -15.3% | 0.24% | −0.03 |
| NTES Netease Inc.-ADR | Reduce -99.7% | 0.00% | −0.03 |
| COP Conocophillips | Reduce -0.2% | 0.22% | −0.03 |
| NKE Nike Inc. Class B | Reduce -21.6% | 0.22% | −0.03 |
| LW Lamb Weston Holdings Inc. | Reduce -97.1% | 0.00% | −0.03 |
| CRL Charles River Laboratories | Reduce -20.2% | 0.07% | −0.03 |
| URTH iShares MSCI World ETF | Reduce -25.2% | 0.08% | −0.03 |
| MCK McKesson Corp. | Reduce -6.8% | 0.08% | −0.02 |
| ONON On Holding AG Class A | Reduce -50.2% | 0.04% | −0.02 |
| PLD Prologis Inc. | Reduce -11.5% | 0.60% | −0.02 |
| APP AppLovin Corp. Class A | Reduce -51.0% | 0.07% | −0.02 |
| DDOG Datadog Inc. Class A | Reduce -9.0% | 0.08% | −0.02 |
| SMCI Super Micro Computer Inc. | Reduce -73.5% | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -26.2% | 0.05% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| UNH Unitedhealth Group Inc. | Add +11.4% | 1.97% | +0.38 |
| META Meta Platforms Inc. Class A | Add +3.3% | 2.71% | +0.32 |
| ACN Accenture PLC Class A | Add +99.8% | 0.55% | +0.30 |
| DOC Healthpeak Properties Inc. | Add +114.5% | 0.47% | +0.27 |
| AVGO Broadcom Inc. | Add +18.4% | 1.42% | +0.27 |
| NFLX Netflix Inc. | Add +1122.6% | 0.25% | +0.23 |
| VRT Vertiv Holdings Co. Class A | Add +829.7% | 0.25% | +0.22 |
| VICI Vici Properties Inc. | Add +38.7% | 0.56% | +0.20 |
| CARR Carrier Global Corp. | Add +5238.1% | 0.20% | +0.20 |
| HDB HDFC Bank Ltd.-ADR | New | 0.19% | +0.19 |
| BN Brookfield Corp. | Add +10.1% | 0.70% | +0.19 |
| B Barrick Gold Corp. | New | 0.18% | +0.18 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.17% | +0.17 |
| VTR Ventas Inc. | Add +9.1% | 0.68% | +0.16 |
| KLAC KLA Corp. | Add +154.7% | 0.28% | +0.16 |
| XYL Xylem Inc. | Add +2506.2% | 0.16% | +0.16 |
| USFD US Foods Holding Corp. | Add +6.4% | 0.88% | +0.14 |
| AES AES Corp. | Add +22.8% | 0.49% | +0.13 |
| MSI Motorola Solutions Inc. | Add +2605.5% | 0.12% | +0.12 |
| PGR Progressive Corp. | Add +44.8% | 0.28% | +0.12 |
| FIX Comfort Systems USA Inc. | Add +96.9% | 0.18% | +0.10 |
| GEV GE Vernova Inc. | Add +1.0% | 0.33% | +0.10 |
| SBAC SBA Communications Corp. | Add +2.8% | 0.57% | +0.10 |
| TSLA Tesla Inc. | Add +345.9% | 0.12% | +0.10 |
| CRH CRH PLC | Add +44.2% | 0.24% | +0.10 |
| JCI Johnson Controls Internation | Add +11251.7% | 0.10% | +0.09 |
| BKNG Booking Holdings Inc. | Add +16.4% | 0.55% | +0.09 |
| AXON Axon Enterprise Inc. | Add +17067.0% | 0.09% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +3021.7% | 0.09% | +0.08 |
| VRTX Vertex Pharmaceuticals Inc. | Add +301.6% | 0.10% | +0.07 |
| ZTS Zoetis Inc. | Add +6.5% | 0.51% | +0.07 |
| ACM Aecom | Add +2.3% | 0.51% | +0.07 |
| GDX Vaneck Gold Miners ETF | Add +35.7% | 0.20% | +0.07 |
| JD Jd.com Inc.-ADR | Add +121.3% | 0.09% | +0.07 |
| FUN Six Flags Entertainment Corp. | New | 0.06% | +0.06 |
| WDAY Workday Inc. Class A | Add +129.0% | 0.11% | +0.06 |
| MELI MercadoLibre Inc. | Add +11.7% | 0.21% | +0.05 |
| YUMC Yum China Holdings Inc. | Add +14828.8% | 0.05% | +0.05 |
| MDB Mongodb Inc. | Add +495.7% | 0.06% | +0.05 |
| CW Curtiss-Wright Corp. | Add +23.2% | 0.15% | +0.05 |
| FANG Diamondback Energy Inc. | Add +251.1% | 0.07% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +3.2% | 1.18% | +0.05 |
| FSLR First Solar Inc. | Add +333.5% | 0.06% | +0.05 |
| BLK BlackRock Finance Inc. | Add +0.4% | 0.29% | +0.04 |
| CDNS Cadence Design SYS Inc. | Add +5046.8% | 0.04% | +0.04 |
| KO The Coca-Cola Co. | Add +2.4% | 0.40% | +0.04 |
| ZS Zscaler Inc. | Add +8464.4% | 0.04% | +0.04 |
| AEM Agnico Eagle Mines Ltd. | Add +1.5% | 0.23% | +0.04 |
| IEUR iShares Core MSCI Europe ETF | Add +47.6% | 0.11% | +0.04 |
| UBER Uber Technologies Inc. | Add +16.1% | 0.28% | +0.04 |
Options Activity Q2 2024 → Q3 2024
| STATE STR SPDR S&P 500 ETF T | put | Add +1049.6% | 22,842 | $9.8M |
| INVESCO QQQ TR | put | Reduce -74.2% | 3,765 | $1.2M |
| HUMANA INC | call | Add +1969.0% | 869 | $782K |
| CROWDSTRIKE HLDGS INC | call | New | 105 | $218K |
| LULULEMON ATHLETICA INC | call | Add +116.0% | 108 | $153K |
| ALPHABET INC | call | New | 186 | $148K |
| ZSCALER INC | call | New | 73 | $106K |
| UNITED STS OIL FD LP | call | New | 433 | $63K |
| ISHARES TR | put | Sold out | 17,735 | $9Kbefore exit |
| SPDR GOLD TR | put | Sold out | 90 | $6Kbefore exit |
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 |