Skip to main content

13-F holdings, Q3 2026

Beutel, Goodman & Co Ltd.

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$12.7B
Positions
164
Filed
Data as of

These holdings are as of , 40 days ago.

13-Fs for Q4 2026 are due by .

See this manager's Holder IQ and how the book overlaps yours

Free to start, with no card. Holder IQ scores a manager's past record. It describes the past and is not a recommendation to buy or sell anything. Sign up and you can follow this manager: one notice for each new 13-F, naming what changed and which of those positions you hold or watch.

Top holdings

  1. TD$683.9M
    5,802,499 shares5.4% of the book
  2. BMO$414.2M
    2,471,372 shares3.3% of the book
  3. RY$388.1M
    1,968,237 shares3.1% of the book
  4. QCOM$359.5M
    1,953,123 shares2.8% of the book
  5. EBAY$340M
    3,206,101 shares2.7% of the book
  6. BDX$328.6M
    1,835,571 shares2.6% of the book
  7. MDT$316M
    3,662,088 shares2.5% of the book
  8. PPG$313.6M
    3,005,809 shares2.5% of the book
  9. FNV$312.3M
    1,308,824 shares2.5% of the book
  10. SU$308.9M
    4,545,404 shares2.4% of the book

What changed this quarter

6 new positions and 5 sold out, against Q2 2026. A buy or sell is the change in shares at the Q3 2026 price, with Q2 2026 shares adjusted for stock splits.

Largest buys

  • PEP

    PepsiCo Inc

    +$286M

    +9,926.2% shares

  • QCOM

    Qualcomm

    +$168.7M

    +88.5% shares

  • CLX

    Clorox

    +$163M

    New

  • TEL

    TE Connectivity Ltd.

    +$134.3M

    +2,545,072% shares

  • FNV

    Franco Nevada Corp

    +$118.3M

    +61% shares

Largest sells

  • NTAP

    NetApp

    −$153.9M

    -38% shares

  • MRK

    Merck& Co Inc

    −$128.5M

    -42.7% shares

  • KMB

    Kimberly Clark Corp

    −$126.6M

    -99.8% shares

  • GEN

    Gen Digital

    −$125.9M

    -99.8% shares

  • CP

    Canadian Pacific Kansas City

    −$114M

    -37.6% shares

What was sold out, by size

  • 1 real positions, 0.25% of the book or more
  • 4 slivers under 0.015%, often rounding or client flows

Not counted as trades: OKE (new CUSIP).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.