Filing Research | Manulife Financial Corp. Institutional Holdings

Snapshot holdings

50 / 202 loaded

#		Instrument	quantity
1	Cardinal Capital Management, Inc.	Shares	4.7MSH	$189.4M
2	INTACT INVESTMENT MANAGEMENT INC.	Shares	3.7MSH	$148.3M
3	Value Partners Investments Inc.	Shares	1.5MSH	$61.4M
4	Addenda Capital Inc.	Shares	953.4KSH	$54.8M
5	CIDEL ASSET MANAGEMENT INC	Shares	827.6KSH	$33.6M
6	Cardinal Point Capital Management ULC	Shares	465.9KSH	$18.9M
7	GRACE & WHITE INC /NY	Shares	409.0KSH	$16.6M
8	PensionDanmark Pensionsforsikringsaktieselskab	Shares	363.7KSH	$14.7M
9	Crossmark Global Holdings, Inc.	Shares	344.5KSH	$14.0M
10	Kepler Cheuvreux (Suisse) SA	Shares	186.6KSH	$10.7M
11	Avanza Fonder AB	Shares	144.8KSH	$8.3M
12	Triasima Portfolio Management inc.	Shares	184.9KSH	$7.5M
13	JCIC Asset Management Inc.	Shares	215.0KSH	$7.4M
14	AFFINITY WEALTH MANAGEMENT LLC	Shares	142.8KSH	$5.8M
15	Fideuram Asset Management (Ireland) dac	Shares	91.1KSH	$5.0M
16	Rathbones Group PLC	Shares	107.2KSH	$4.3M
17	ASR Vermogensbeheer N.V.	Shares	101.6KSH	$4.1M
18	BENJAMIN EDWARDS INC	Shares	96.1KSH	$3.9M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	87.1KSH	$3.6M
20	DAVENPORT & Co LLC	Shares	84.9KSH	$3.4M
21	Assenagon Asset Management S.A.	Shares	71.2KSH	$2.9M
22	Sequoia Financial Advisors, LLC	Shares	66.8KSH	$2.7M
23	SIGNATUREFD, LLC	Shares	61.8KSH	$2.5M
24	Pacifica Partners Inc.	Shares	53.7KSH	$2.2M
25	BayBridge Capital Group, LLC	Shares	53.5KSH	$2.2M
26	Union Bancaire Privee, UBP SA	Shares	6.2KSH	$2.0M
27	Hennion & Walsh Asset Management, Inc.	Shares	43.2KSH	$1.8M
28	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	40.4KSH	$1.6M
29	Merit Financial Group, LLC	Shares	38.8KSH	$1.6M
30	JOHNSON INVESTMENT COUNSEL INC	Shares	38.7KSH	$1.6M
31	Advisory Resource Group	Shares	38.0KSH	$1.5M
32	PFG Advisors	Shares	35.9KSH	$1.5M
33	Redhawk Wealth Advisors, Inc.	Shares	35.1KSH	$1.4M
34	NWAM LLC	Shares	32.8KSH	$1.3M
35	BURNEY CO/	Shares	30.1KSH	$1.2M
36	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	29.0KSH	$1.2M
37	Wealth Architects, LLC	Shares	28.1KSH	$1.1M
38	Apollon Wealth Management, LLC	Shares	26.7KSH	$1.1M
39	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	26.4KSH	$1.1M
40	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	25.1KSH	$1.0M
41	J.W. COLE ADVISORS, INC.	Shares	24.4KSH	$989.4K
42	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	24.2KSH	$978.6K
43	SUMMITRY LLC	Shares	22.8KSH	$923.8K
44	Legacy Wealth Asset Management, LLC	Shares	22.5KSH	$912.8K
45	Aprio Wealth Management, LLC	Shares	21.3KSH	$861.2K
46	Hilltop National Bank	Shares	21.2KSH	$857.6K
47	GATEWAY INVESTMENT ADVISERS LLC	Shares	20.8KSH	$843.2K
48	Boothe Investment Group, Inc.	Shares	19.1KSH	$772.8K
49	Elevated Financial Group LLC	Shares	18.2KSH	$737.2K
50	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	16.7KSH	$675.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 217 loaded

#		Instrument
1	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+1.2M	+$63.3M	$148.3M
2	Cardinal Capital Management, Inc. added	Shares	+4.0K	+$28.9M	$189.4M
3	CIDEL ASSET MANAGEMENT INC added	Shares	+411.4K	+$19.3M	$33.6M
4	Addenda Capital Inc. added	Shares	+189.0K	+$18.2M	$54.8M
5	Value Partners Investments Inc. trimmed	Shares	-1.5K	+$9.2M	$61.4M
6	Fideuram Asset Management (Ireland) dac added	Shares	+79.3K	+$4.4M	$5.0M
7	Cardinal Point Capital Management ULC trimmed	Shares	-5.4K	+$2.7M	$18.9M
8	GRACE & WHITE INC /NY trimmed	Shares	-1.1K	+$2.4M	$16.6M
9	Crossmark Global Holdings, Inc. added	Shares	+9.2K	+$2.4M	$14.0M
10	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+3.6K	+$2.4M	$14.7M
11	ASR Vermogensbeheer N.V. added	Shares	+47.1K	+$2.2M	$4.1M
12	Avanza Fonder AB added	Shares	+17.8K	+$2.2M	$8.3M
13	Triasima Portfolio Management inc. added	Shares	+16.5K	+$1.7M	$7.5M
14	AFFINITY WEALTH MANAGEMENT LLC added	Shares	+6.0K	+$1.1M	$5.8M
15	DAVENPORT & Co LLC added	Shares	+15.0K	+$1.0M	$3.4M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.0K	+$906.4K	$3.6M
17	SIGNATUREFD, LLC added	Shares	+4.8K	+$539.6K	$2.5M
18	CALIBER WEALTH MANAGEMENT, LLC / KS new	Shares	+13.2K	+$534.2K	$534.2K
19	Assenagon Asset Management S.A. added	Shares	+897	+$472.8K	$2.9M
20	CITY NATIONAL BANK OF FLORIDA /MSD new	Shares	+11.5K	+$466.6K	$466.6K
21	Merit Financial Group, LLC added	Shares	+6.6K	+$461.6K	$1.6M
22	BENJAMIN EDWARDS INC trimmed	Shares	-4.0K	+$445.2K	$3.9M
23	HCR Wealth Advisors new	Shares	+9.8K	+$396.2K	$396.2K
24	Grove Bank & Trust added	Shares	+9.6K	+$395.5K	$427.4K
25	Valeo Financial Advisors, LLC new	Shares	+8.5K	+$343.4K	$343.4K
26	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+5.3K	+$330.7K	$978.6K
27	Pacifica Partners Inc. trimmed	Shares	-1.2K	+$319.4K	$2.2M
28	Union Bancaire Privee, UBP SA unchanged	Shares	0	+$305.2K	$2.0M
29	Elevated Financial Group LLC added	Shares	+5.6K	+$304.8K	$737.2K
30	PFG Advisors added	Shares	+2.3K	+$297.0K	$1.5M
31	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. new	Shares	+7.1K	+$289.0K	$289.0K
32	SUMMITRY LLC added	Shares	+4.2K	+$281.5K	$923.8K
33	NWAM LLC added	Shares	+2.2K	+$276.3K	$1.3M
34	BayBridge Capital Group, LLC added	Shares	+1.3K	+$273.4K	$2.2M
35	RIVERBRIDGE PARTNERS LLC new	Shares	+6.6K	+$267.1K	$267.1K
36	Apollon Wealth Management, LLC added	Shares	+3.0K	+$266.0K	$1.1M
37	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-200	+$255.5K	$1.8M
38	Ballentine Partners, LLC new	Shares	+5.9K	+$238.0K	$238.0K
39	RFG Advisory, LLC new	Shares	+5.8K	+$235.8K	$235.8K
40	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$235.0K	$1.6M
41	Everhart Financial Group, Inc. new	Shares	+5.8K	+$233.7K	$233.7K
42	Second Half Financial Partners, LLC new	Shares	+5.8K	+$233.5K	$233.5K
43	Confluence Wealth Services, Inc. new	Shares	+5.6K	+$226.5K	$226.5K
44	FIRST CITIZENS BANK & TRUST CO new	Shares	+5.4K	+$219.7K	$219.7K
45	Advisory Resource Group trimmed	Shares	-343	+$218.7K	$1.5M
46	Westmount Partners, LLC new	Shares	+5.4K	+$218.5K	$218.5K
47	Warren Street Wealth Advisors, LLC new	Shares	+5.2K	+$211.1K	$211.1K
48	B. Riley Wealth Advisors, Inc. new	Shares	+5.0K	+$205.3K	$205.3K
49	Prospera Financial Services Inc new	Shares	+5.0K	+$203.2K	$203.2K
50	Income Insurance Ltd new	Shares	+5.0K	+$203.0K	$203.0K

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