Filing Research | STANTEC INC Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	Martin Investment Management, LLC	Shares	178.4KSH	$12.3M
2	CIDEL ASSET MANAGEMENT INC	Shares	126.7KSH	$8.7M
3	Addenda Capital Inc.	Shares	77.4KSH	$7.6M
4	LOUISBOURG INVESTMENTS INC.	Shares	101.3KSH	$7.0M
5	Y-Intercept (Hong Kong) Ltd	Shares	58.4KSH	$4.0M
6	LBP AM SA	Shares	44.6KSH	$3.1M
7	Avanza Fonder AB	Shares	24.6KSH	$2.4M
8	Canoe Financial LP	Shares	34.8KSH	$2.4M
9	PensionDanmark Pensionsforsikringsaktieselskab	Shares	29.5KSH	$2.0M
10	Union Bancaire Privee, UBP SA	Shares	18.4KSH	$1.2M
11	Fideuram Asset Management (Ireland) dac	Shares	10.2KSH	$987.0K
12	Apella Capital, LLC	Shares	9.4KSH	$643.4K
13	MILESTONE ASSET MANAGEMENT, LLC	Shares	3.8KSH	$259.0K
14	SIGNATUREFD, LLC	Shares	3.3KSH	$229.4K
15	Sequoia Financial Advisors, LLC	Shares	3.1KSH	$212.9K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.0KSH	$208.4K
17	Sava Infond d.o.o.	Shares	2.5KSH	$171.9K
18	HHM Wealth Advisors, LLC	Shares	1.4KSH	$97.9K
19	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$96.7K
20	GHP Investment Advisors, Inc.	Shares	1.0KSH	$70.8K
21	SJS Investment Consulting Inc.	Shares	900SH	$62.0K
22	Farther Finance Advisors, LLC	Shares	736SH	$50.7K
23	Versant Capital Management, Inc	Shares	721SH	$49.7K
24	Cromwell Holdings LLC	Shares	675SH	$46.6K
25	Blue Trust, Inc.	Shares	519SH	$35.8K
26	QV Investors Inc.	Shares	511.7KSH	$35.3K
27	Mosley Wealth Management	Shares	177SH	$12.2K
28	Key FInancial Inc	Shares	64SH	$4.4K
29	Rosenberg Matthew Hamilton	Shares	63SH	$4.3K
30	SBI Securities Co., Ltd.	Shares	62SH	$4.3K
31	JFS WEALTH ADVISORS, LLC	Shares	59SH	$4.1K
32	Tradewinds Capital Management, LLC	Shares	50SH	$3.4K
33	True Wealth Design, LLC	Shares	18SH	$1.2K
34	West Financial Advisors, LLC	Shares	12SH	$827
35	FINANCIAL CONSULATE, INC	Shares	10SH	$693
36	Physician Wealth Advisors, Inc.	Shares	7SH	$483
37	LRI Investments, LLC	Shares	2SH	$138
38	INTACT INVESTMENT MANAGEMENT INC.	Shares	0SH	$0

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

44 / 44 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac new	Shares	+10.2K	+$987.0K	$987.0K
2	Avanza Fonder AB added	Shares	+8.8K	+$503.4K	$2.4M
3	Y-Intercept (Hong Kong) Ltd added	Shares	+15.7K	+$334.3K	$4.0M
4	Sequoia Financial Advisors, LLC new	Shares	+3.1K	+$212.9K	$212.9K
5	LOUISBOURG INVESTMENTS INC. added	Shares	+22.7K	+$191.5K	$7.0M
6	QV Investors Inc. added	Shares	+351.3K	+$21.5K	$35.3K
7	West Financial Advisors, LLC new	Shares	+12	+$827	$827
8	Physician Wealth Advisors, Inc. new	Shares	+7	+$483	$483
9	LRI Investments, LLC new	Shares	+2	+$138	$138
10	FINANCIAL CONSULATE, INC added	Shares	+2	+$1	$693
11	INTACT INVESTMENT MANAGEMENT INC. new	Shares	0	$0	$0
12	SBI Securities Co., Ltd. added	Shares	+4	-$739	$4.3K
13	Atlantic Edge Private Wealth Management, LLC exited	Shares	-10	-$864	$0
14	Tradewinds Capital Management, LLC unchanged	Shares	0	-$874	$3.4K
15	Rosenberg Matthew Hamilton unchanged	Shares	0	-$1.1K	$4.3K
16	Key FInancial Inc unchanged	Shares	0	-$1.1K	$4.4K
17	JFS WEALTH ADVISORS, LLC trimmed	Shares	-4	-$1.4K	$4.1K
18	True Wealth Design, LLC trimmed	Shares	-21	-$2.1K	$1.2K
19	Mosley Wealth Management unchanged	Shares	0	-$6.9K	$12.2K
20	Blue Trust, Inc. trimmed	Shares	-21	-$10.9K	$35.8K
21	Cromwell Holdings LLC trimmed	Shares	-32	-$14.6K	$46.6K
22	GHP Investment Advisors, Inc. unchanged	Shares	0	-$18.0K	$70.8K
23	HHM Wealth Advisors, LLC unchanged	Shares	0	-$24.9K	$97.9K
24	Farther Finance Advisors, LLC trimmed	Shares	-146	-$26.3K	$50.7K
25	SJS Investment Consulting Inc. trimmed	Shares	-229	-$35.5K	$62.0K
26	Sava Infond d.o.o. unchanged	Shares	0	-$43.8K	$171.9K
27	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+61	-$48.2K	$208.4K
28	MILESTONE ASSET MANAGEMENT, LLC unchanged	Shares	0	-$65.7K	$259.0K
29	Union Bancaire Privee, UBP SA added	Shares	+3.0K	-$68.8K	$1.2M
30	Versant Capital Management, Inc trimmed	Shares	-971	-$96.5K	$49.7K
31	TOTH FINANCIAL ADVISORY CORP exited	Shares	-1.4K	-$121.0K	$0
32	EverSource Wealth Advisors, LLC trimmed	Shares	-1.2K	-$125.1K	$96.7K
33	SIGNATUREFD, LLC trimmed	Shares	-1.5K	-$190.3K	$229.4K
34	Apella Capital, LLC added	Shares	+20	-$208.1K	$643.4K
35	Canopy Partners, LLC exited	Shares	-2.9K	-$251.4K	$0
36	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+2.0K	-$330.3K	$2.0M
37	Pembroke Management, LTD exited	Shares	-6.9K	-$599.0K	$0
38	Abacus Wealth Partners, LLC exited	Shares	-8.4K	-$725.2K	$0
39	LBP AM SA unchanged	Shares	0	-$780.2K	$3.1M
40	Mediolanum International Funds Ltd exited	Shares	-11.4K	-$965.2K	$0
41	Addenda Capital Inc. unchanged	Shares	0	-$1.7M	$7.6M
42	Canoe Financial LP trimmed	Shares	-28.4K	-$3.1M	$2.4M
43	Martin Investment Management, LLC trimmed	Shares	-5.9K	-$3.6M	$12.3M
44	CIDEL ASSET MANAGEMENT INC trimmed	Shares	-37.0K	-$5.4M	$8.7M