CIBC Asset Management Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), CIBC Asset Management Inc reported 1,428 stock positions worth $45.6 billion. Its top holding was Royal Bank of Canada (RY) at 4.6% of the portfolio, followed by Nvidia (NVDA, 3.6%) and Toronto-Dominion Bank (TD, 3.4%). Compared with Q1 2026, it opened 161 new positions, sold out of 106, added to 455 and reduced 646. The biggest buy was Micron Technology (MU, shares +1%) and the biggest sale Barrick Mining (B, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, Z4
- CIK
- 0001021926
- Portfolio Value
- $45.6B (Q2 2026)
- SEC Filing
- 0001172661-26-003011 ↗ filed Aug 3, 2026
Holdings Value
Holdings 1,428 stocks · $45.6B
| RY Royal Bank of Canada | 4.64% | 10,212,043 | $2.1B | Reduce -2.5% |
| NVDA Nvidia Corp. | 3.61% | 8,241,539 | $1.6B | Reduce -4.5% |
| TD Toronto-Dominion Bank | 3.38% | 12,662,025 | $1.5B | Add +5.9% |
| AAPL Apple Inc. | 3.21% | 5,060,516 | $1.5B | Reduce -3.1% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 2.63% | 6,747,985 | $1.2B | Reduce -0.5% |
| MSFT Microsoft Corp. | 2.12% | 2,594,215 | $967.6M | Reduce -5.9% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 2.06% | 10,757,318 | $938.0M | Add +22.3% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 1.85% | 7,342,841 | $843.9M | Reduce -13.6% |
| AMZN Amazon.com Inc. | 1.80% | 3,444,029 | $820.7M | Reduce -3.8% |
| CNI Canadian Natl Railway Co. | 1.80% | 6,861,848 | $819.9M | Add +87.0% |
| AEM Agnico Eagle Mines Ltd. | 1.68% | 4,931,978 | $768.0M | Add +13.2% |
| ENB Enbridge Inc. | 1.68% | 14,080,398 | $764.0M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 1.64% | 2,087,478 | $746.0M | Reduce -4.4% |
| MFC Manulife Financial Corp. | 1.57% | 17,576,615 | $715.5M | Add +24.5% |
| BN Brookfield Corp. | 1.47% | 15,748,767 | $672.3M | Add +11.7% |
| B Barrick Mining Corp. | 1.46% | 18,114,284 | $668.0M | Reduce -13.8% |
| CNQ Canadian Natural Resources | 1.45% | 16,720,694 | $662.9M | Add +6.5% |
| AVGO Broadcom Inc. | 1.42% | 1,713,676 | $647.2M | Reduce -6.7% |
| VOO Vanguard S&P 500 ETF | 1.38% | 918,601 | $630.5M | Reduce -2.8% |
| MU Micron Technology Inc. | 1.36% | 536,729 | $619.5M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 1.34% | 1,732,782 | $612.0M | Reduce -4.0% |
| SU Suncor Energy Inc. | 1.29% | 10,904,156 | $588.3M | Reduce -4.6% |
| TRP TC Energy Corp. | 1.28% | 8,815,178 | $584.1M | Reduce -5.2% |
| SHOP Shopify Inc. Class A | 1.08% | 4,308,187 | $493.8M | Add +0.1% |
| CP Canadian Pacific Kansas City | 1.07% | 5,620,145 | $488.3M | Reduce -15.0% |
| META Meta Platforms Inc. Class A | 1.03% | 834,297 | $469.9M | Reduce -3.4% |
| TSLA Tesla Inc. | 1.02% | 1,106,753 | $465.4M | Reduce -2.1% |
| AMD Advanced Micro Devices | 1.00% | 781,657 | $454.1M | Reduce -0.8% |
| TECK Teck Resources Ltd.-CLS B | 0.88% | 6,750,017 | $403.5M | Add +0.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.87% | 4,722,854 | $395.5M | Reduce -2.8% |
| CVE Cenovus Energy Inc. | 0.83% | 15,264,422 | $379.2M | Reduce -8.2% |
| LLY Eli Lilly & Co. | 0.74% | 282,998 | $339.4M | Reduce -6.4% |
| INTC Intel Corp. | 0.70% | 2,280,175 | $318.4M | Reduce -2.8% |
| SLF Sun Life Financial Inc. | 0.66% | 3,839,581 | $300.9M | Add +182.6% |
| WPM Wheaton Precious Metals Corp. | 0.62% | 2,490,648 | $281.5M | Reduce -10.2% |
| AMAT Applied Materials Inc. | 0.61% | 385,950 | $278.8M | Reduce -0.5% |
| GFL GFL Environmental Inc.-Sub VT | 0.60% | 7,494,244 | $275.6M | Add +22.2% |
| KGC Kinross Gold Corp. | 0.60% | 11,602,154 | $275.3M | Reduce -13.5% |
| CCJ Cameco Corp. | 0.59% | 2,626,312 | $268.8M | Reduce -27.1% |
| LRCX Lam Research Corp. | 0.59% | 616,415 | $267.1M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.56% | 786,840 | $257.5M | Reduce -7.3% |
| BAM Brookfield Asset Mgmt-A | 0.56% | 5,701,677 | $256.7M | Add +7.9% |
| WMT Walmart Inc. | 0.56% | 2,258,642 | $255.8M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.55% | 994,831 | $252.6M | Add +10.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 465,608 | $232.9M | Reduce -2.1% |
| HBM Hudbay Minerals Inc. | 0.46% | 8,855,472 | $209.4M | Reduce -13.5% |
| XOM Exxon Mobil Corp. | 0.43% | 1,447,681 | $197.9M | Add +2.8% |
| BIP Brookfield Infrastructure Pa | 0.43% | 5,367,611 | $195.7M | Reduce -20.2% |
| CSCO Cisco Systems Inc. | 0.43% | 1,653,030 | $194.2M | Reduce -4.4% |
| UNH Unitedhealth Group Inc. | 0.41% | 454,834 | $189.0M | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.41% | 747,319 | $188.1M | Add +6.7% |
| COST Costco Wholesale Corp. | 0.40% | 196,774 | $184.0M | Reduce -5.8% |
| V Visa Inc. Class A | 0.39% | 516,282 | $177.0M | Reduce -10.2% |
| FNV Franco-Nevada Corp. | 0.38% | 833,026 | $173.7M | Add +37.0% |
| KLAC KLA Corp. | 0.37% | 566,014 | $170.8M | Add +2.2% |
| PBA Pembina Pipeline Corp. | 0.34% | 3,381,439 | $156.5M | Reduce -40.3% |
| TU Telus Corp. | 0.34% | 14,676,314 | $155.3M | Reduce -6.0% |
| SNDK Sandisk Corp. | 0.34% | 67,431 | $153.3M | Add +47.4% |
| AGI Alamos Gold Inc. Class A | 0.33% | 5,010,402 | $152.3M | Reduce -20.1% |
| NFLX Netflix Inc. | 0.33% | 2,110,509 | $150.7M | Reduce -2.8% |
| MRK Merck & Co. Inc. | 0.33% | 1,155,669 | $148.5M | Add +55.6% |
| GIL Gildan Activewear Inc. | 0.32% | 2,777,963 | $144.4M | Add +128.5% |
| AMGN Amgen Inc. | 0.31% | 394,840 | $143.0M | Add +3.4% |
| CLS Celestica Inc. | 0.31% | 390,454 | $142.6M | Reduce -25.0% |
| PANW Palo Alto Networks Inc. | 0.30% | 403,874 | $137.7M | Reduce -0.7% |
| FTS Fortis Inc. | 0.30% | 2,366,527 | $135.7M | Reduce -10.3% |
| CAT Caterpillar Inc. | 0.30% | 127,048 | $135.3M | Add +5.0% |
| MGA Magna International Inc. | 0.29% | 1,971,957 | $130.2M | Add +53.7% |
| MRVL Marvell Technology Inc. | 0.28% | 434,434 | $129.4M | Add +37.4% |
| TXN Texas Instruments Inc. | 0.28% | 432,536 | $128.9M | Add +9.4% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 1,093,095 | $127.5M | Add +0.8% |
| FSV Firstservice Corp. | 0.27% | 861,424 | $122.4M | Add +19.3% |
| LIN Linde PLC | 0.27% | 234,962 | $121.9M | Reduce -18.1% |
| BEP Brookfield Renewable Partner | 0.26% | 3,470,804 | $120.1M | Reduce -10.9% |
| MA Mastercard Inc. Class A | 0.26% | 232,685 | $119.5M | Add +3.1% |
| KO The Coca-Cola Co. | 0.26% | 1,450,290 | $117.8M | Add +2.9% |
| PG The Procter & Gamble Co. | 0.25% | 773,239 | $113.4M | Add +6.7% |
| STX Seagate Technology Holdings | 0.24% | 115,174 | $111.1M | Add +27.2% |
| HD Home Depot Inc. | 0.24% | 312,269 | $110.1M | Add +13.1% |
| PAAS Pan American Silver Corp. | 0.24% | 2,441,826 | $109.3M | Add +35.0% |
| BAC Bank of America Corp. | 0.24% | 1,898,216 | $108.1M | Reduce -11.9% |
| WDC Western Digital Corp. | 0.24% | 168,588 | $107.7M | Add +19.3% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 214,502 | $107.6M | Reduce -9.4% |
| QCOM Qualcomm Inc. | 0.22% | 549,849 | $101.6M | Add +0.4% |
| CVX Chevron Corp. | 0.22% | 611,439 | $101.4M | Reduce -3.7% |
| CIGI Colliers Intl GR-Subord Vot | 0.22% | 1,065,340 | $100.0M | Reduce -2.6% |
| PEP Pepsico Inc. | 0.22% | 726,686 | $98.4M | Add +1.5% |
| NTR Nutrien Ltd. | 0.21% | 1,548,546 | $97.4M | Add +100.9% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 256,111 | $95.7M | Add +0.9% |
| TFII Tfi International Inc. | 0.21% | 648,769 | $93.6M | Add +49.1% |
| RBA RB Global Inc. | 0.20% | 775,230 | $91.9M | Reduce -26.7% |
| EFA iShares MSCI Eafe ETF | 0.20% | 872,310 | $90.6M | Reduce -20.0% |
| WCN Waste Connections Inc. | 0.20% | 536,576 | $90.1M | Reduce -44.8% |
| MDT Medtronic PLC | 0.20% | 1,146,973 | $89.7M | Add +1.9% |
| ADI Analog Devices Inc. | 0.19% | 223,465 | $88.8M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 118,053 | $88.2M | Reduce -21.9% |
| BGSI Boyd Group Services Inc. | 0.19% | 927,785 | $87.9M | Reduce -13.2% |
| VZ Verizon Communications Inc. | 0.19% | 2,031,501 | $86.0M | Add +11.7% |
| PM Philip Morris International | 0.19% | 474,109 | $85.8M | Reduce -6.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 304,254 | $85.6M | Add +16.1% |
Portfolio Sells Q1 2026 → Q2 2026
| B Barrick Mining Corp. | Reduce -13.8% | 1.46% | −0.64 |
| SU Suncor Energy Inc. | Reduce -4.6% | 1.29% | −0.56 |
| KGC Kinross Gold Corp. | Reduce -13.5% | 0.60% | −0.40 |
| MSFT Microsoft Corp. | Reduce -5.9% | 2.12% | −0.37 |
| CCJ Cameco Corp. | Reduce -27.1% | 0.59% | −0.37 |
| AGI Alamos Gold Inc. Class A | Reduce -20.1% | 0.33% | −0.35 |
| PBA Pembina Pipeline Corp. | Reduce -40.3% | 0.34% | −0.28 |
| WPM Wheaton Precious Metals Corp. | Reduce -10.2% | 0.62% | −0.27 |
| ENB Enbridge Inc. | Reduce -3.1% | 1.68% | −0.25 |
| CVE Cenovus Energy Inc. | Reduce -8.2% | 0.83% | −0.25 |
| CP Canadian Pacific Kansas City | Reduce -15.0% | 1.07% | −0.20 |
| WCN Waste Connections Inc. | Reduce -44.8% | 0.20% | −0.19 |
| NFLX Netflix Inc. | Reduce -2.8% | 0.33% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -3.4% | 1.03% | −0.18 |
| EQX Equinox Gold Corp. | Reduce -59.7% | 0.05% | −0.16 |
| BIP Brookfield Infrastructure Pa | Reduce -20.2% | 0.43% | −0.16 |
| TU Telus Corp. | Reduce -6.0% | 0.34% | −0.15 |
| TRP TC Energy Corp. | Reduce -5.2% | 1.28% | −0.14 |
| BGSI Boyd Group Services Inc. | Reduce -13.2% | 0.19% | −0.14 |
| TRI Thomson Reuters Corp. | Reduce -52.0% | 0.08% | −0.13 |
| WMT Walmart Inc. | Reduce -0.4% | 0.56% | −0.13 |
| CM Can Imperial BK of Commerce | Reduce -13.6% | 1.85% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -5.8% | 0.40% | −0.10 |
| CVX Chevron Corp. | Reduce -3.7% | 0.22% | −0.10 |
| QSR Restaurant Brands Intern | Reduce -34.3% | 0.14% | −0.10 |
| MCK McKesson Corp. | Reduce -44.4% | 0.07% | −0.10 |
| MCD McDonald's Corp. | Reduce -18.0% | 0.16% | −0.09 |
| LIN Linde PLC | Reduce -18.1% | 0.27% | −0.08 |
| AOS Smith (a.o.) Corp. | Reduce -91.8% | 0.01% | −0.07 |
| CME Cme Group Inc. | Reduce -18.6% | 0.08% | −0.07 |
| CIGI Colliers Intl GR-Subord Vot | Reduce -2.6% | 0.22% | −0.07 |
| RSG Republic Services Inc. | Reduce -50.8% | 0.05% | −0.07 |
| HBM Hudbay Minerals Inc. | Reduce -13.5% | 0.46% | −0.06 |
| NVDA Nvidia Corp. | Reduce -4.5% | 3.61% | −0.06 |
| FTS Fortis Inc. | Reduce -10.3% | 0.30% | −0.06 |
| RCI Rogers Communications Inc. Class B | Reduce -44.2% | 0.05% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -20.0% | 0.20% | −0.06 |
| ZTS Zoetis Inc. | Reduce -55.8% | 0.02% | −0.06 |
| DSGX The Descartes Systems Grp | Reduce -15.9% | 0.14% | −0.05 |
| IQV Iqvia Holdings Inc. | Reduce -47.2% | 0.06% | −0.05 |
| ABT Abbott Laboratories | Reduce -12.8% | 0.11% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -79.6% | 0.02% | −0.05 |
| RBA RB Global Inc. | Reduce -26.7% | 0.20% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.4% | 0.24% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -21.9% | 0.19% | −0.05 |
| CLS Celestica Inc. | Reduce -25.0% | 0.31% | −0.05 |
| BEP Brookfield Renewable Partner | Reduce -10.9% | 0.26% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 0.51% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -7.3% | 0.56% | −0.05 |
| BRO Brown & Brown Inc. | Reduce -76.4% | 0.01% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +1.3% | 1.36% | +0.92 |
| CNI Canadian Natl Railway Co. | Add +87.0% | 1.80% | +0.88 |
| TD Toronto-Dominion Bank | Add +5.9% | 3.38% | +0.65 |
| BNS Bank of Nova Scotia | Add +22.3% | 2.06% | +0.56 |
| SLF Sun Life Financial Inc. | Add +182.6% | 0.66% | +0.45 |
| MFC Manulife Financial Corp. | Add +24.5% | 1.57% | +0.38 |
| LRCX Lam Research Corp. | Add +1.4% | 0.59% | +0.27 |
| SNDK Sandisk Corp. | Add +47.4% | 0.34% | +0.27 |
| MRVL Marvell Technology Inc. | Add +37.4% | 0.28% | +0.21 |
| KLAC KLA Corp. | Add +2.2% | 0.37% | +0.18 |
| STX Seagate Technology Holdings | Add +27.2% | 0.24% | +0.16 |
| GIL Gildan Activewear Inc. | Add +128.5% | 0.32% | +0.15 |
| WDC Western Digital Corp. | Add +19.3% | 0.24% | +0.14 |
| MGA Magna International Inc. | Add +53.7% | 0.29% | +0.11 |
| MRK Merck & Co. Inc. | Add +55.6% | 0.33% | +0.11 |
| TXN Texas Instruments Inc. | Add +9.4% | 0.28% | +0.10 |
| TFII Tfi International Inc. | Add +49.1% | 0.21% | +0.09 |
| CAT Caterpillar Inc. | Add +5.0% | 0.30% | +0.09 |
| IWV iShares Russell 3000 ETF | New | 0.08% | +0.08 |
| BN Brookfield Corp. | Add +11.7% | 1.47% | +0.08 |
| ARM Arm Holdings PLC-ADR | Add +352.2% | 0.09% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.4% | 0.18% | +0.08 |
| CCEP Coca-Cola Europacific Partne | Add +290.8% | 0.10% | +0.07 |
| NTR Nutrien Ltd. | Add +100.9% | 0.21% | +0.07 |
| BNY Bank of New York Mellon Corp. | Add +84.3% | 0.11% | +0.05 |
| QCOM Qualcomm Inc. | Add +0.4% | 0.22% | +0.05 |
| SNA Snap-on Inc. | Add +355.8% | 0.06% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.04% | +0.04 |
| WRB WR Berkley Corp. | Add +334.3% | 0.06% | +0.04 |
| FTNT Fortinet Inc. | Add +3.5% | 0.10% | +0.04 |
| DELL Dell Technologies -C | Add +3.1% | 0.07% | +0.04 |
| PGR Progressive Corp. | Add +53.4% | 0.12% | +0.04 |
| CVS CVS Health Corp. | Add +32.7% | 0.10% | +0.04 |
| TER Teradyne Inc. | Add +71.8% | 0.07% | +0.04 |
| ABBV Abbvie Inc. | Add +6.7% | 0.41% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.8% | 0.14% | +0.04 |
| ALAB Astera Labs Inc. | Add +417.5% | 0.04% | +0.04 |
| TECK Teck Resources Ltd.-CLS B | Add +0.7% | 0.88% | +0.03 |
| NBIS Nebius Group NV | Add +136.4% | 0.04% | +0.03 |
| GE General Electric | Add +0.9% | 0.21% | +0.03 |
| FLEX Flex Ltd. | Add +393.0% | 0.04% | +0.03 |
| IBM Intl Business Machines Corp. | Add +16.1% | 0.19% | +0.03 |
| MS Morgan Stanley | Add +11.0% | 0.15% | +0.03 |
| VMRK Vivmark Residential | Add +245.6% | 0.04% | +0.03 |
| LITE Lumentum Holdings Inc. | Add +82.8% | 0.06% | +0.03 |
| CINF Cincinnati Financial Corp. | Add +171.9% | 0.04% | +0.03 |
| STT State Street Corp. | Add +83.8% | 0.05% | +0.03 |
| ANET Arista Networks Inc. | Add +6.2% | 0.11% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +57.5% | 0.10% | +0.03 |
| RKLB Rocket Lab Corp. | Add +432.3% | 0.03% | +0.02 |
Options Activity Q1 2026 → Q2 2026
| IWM iShares Russell 2000 ETF | put | Sold out | 7,500 | $1.9Mbefore 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 | 1,428 | $45.6B | RY, NVDA, TD, AAPL, BMO |
| Q1 2026 | 1,371 | $40.9B | RY, NVDA, AAPL, TD, MSFT |
| Q4 2025 | 1,366 | $41.4B | RY, NVDA, AAPL, TD, MSFT |
| Q3 2025 | 1,239 | $34.5B | RY, TD, NVDA, MSFT, AAPL |
| Q2 2025 | 1,219 | $31.8B | RY, TD, MSFT, NVDA, BN |
| Q1 2025 | 1,179 | $30.1B | RY, TD, ENB, AAPL, MSFT |
| Q4 2024 | 1,218 | $30.5B | RY, ENB, AAPL, MSFT, TD |
| Q3 2024 | 1,210 | $30.8B | RY, TD, ENB, MSFT, AAPL |
| Q2 2024 | 1,144 | $28.1B | RY, MSFT, TD, ENB, CNQ |
| Q1 2024 | 1,124 | $28.8B | RY, TD, CNQ, BMO, CP |