Filing Research | Suncor Energy Inc. Institutional Holdings

Snapshot holdings

50 / 159 loaded

#		Instrument	quantity
1	Cardinal Capital Management, Inc.	Shares	3.1MSH	$169.1M
2	INTACT INVESTMENT MANAGEMENT INC.	Shares	1.7MSH	$91.3M
3	Addenda Capital Inc.	Shares	784.4KSH	$59.9M
4	Ninety One UK Ltd	Shares	656.0KSH	$35.3M
5	CIDEL ASSET MANAGEMENT INC	Shares	376.9KSH	$20.3M
6	Cardinal Point Capital Management ULC	Shares	370.0KSH	$19.9M
7	Y-Intercept (Hong Kong) Ltd	Shares	358.7KSH	$19.3M
8	Rempart Asset Management Inc.	Shares	354.1KSH	$19.0M
9	Crossmark Global Holdings, Inc.	Shares	294.5KSH	$15.8M
10	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	291.0KSH	$15.6M
11	COOKSON PEIRCE & CO INC	Shares	271.5KSH	$14.6M
12	LOUISBOURG INVESTMENTS INC.	Shares	238.1KSH	$12.8M
13	Mediolanum International Funds Ltd	Shares	183.3KSH	$9.9M
14	Hi-Line Capital Management, LLC	Shares	169.8KSH	$9.1M
15	KEATING INVESTMENT COUNSELORS INC	Shares	153.7KSH	$8.3M
16	Parkside Investments, LLC	Shares	123.1KSH	$6.6M
17	Gradient Investments LLC	Shares	119.1KSH	$6.4M
18	HENNESSY ADVISORS INC	Shares	116.5KSH	$6.3M
19	Pacifica Partners Inc.	Shares	100.1KSH	$5.5M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	91.2KSH	$5.4M
21	Fideuram Asset Management (Ireland) dac	Shares	54.6KSH	$4.5M
22	Royal Fund Management, LLC	Shares	80.2KSH	$4.3M
23	WASATCH ADVISORS LP	Shares	77.5KSH	$4.2M
24	CWA Asset Management Group, LLC	Shares	67.9KSH	$3.6M
25	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	56.2KSH	$3.0M
26	Sequoia Financial Advisors, LLC	Shares	50.0KSH	$2.7M
27	EASTERLY INVESTMENT PARTNERS LLC	Shares	42.4KSH	$2.3M
28	Triasima Portfolio Management inc.	Shares	40.8KSH	$2.2M
29	SIGNATUREFD, LLC	Shares	39.9KSH	$2.1M
30	HARBOR INVESTMENT ADVISORY, LLC	Shares	38.9KSH	$2.1M
31	Envestnet Portfolio Solutions, Inc.	Shares	36.1KSH	$1.9M
32	BENJAMIN EDWARDS INC	Shares	35.8KSH	$1.9M
33	PKO Investment Management Joint-Stock Co	Shares	34.8KSH	$1.9M
34	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	32.3KSH	$1.7M
35	VIEWPOINT INVESTMENT PARTNERS CORP	Shares	30.6KSH	$1.6M
36	CULLEN INVESTMENT GROUP, LTD.	Shares	29.3KSH	$1.6M
37	Assenagon Asset Management S.A.	Shares	27.4KSH	$1.5M
38	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	24.7KSH	$1.3M
39	TRUST CO OF TOLEDO NA /OH/	Shares	24.6KSH	$1.3M
40	Mraz, Amerine & Associates, Inc.	Shares	22.7KSH	$1.2M
41	Archford Capital Strategies, LLC	Shares	19.6KSH	$1.1M
42	CHICAGO TRUST Co NA	Shares	19.2KSH	$1.0M
43	GATEWAY INVESTMENT ADVISERS LLC	Shares	18.6KSH	$996.4K
44	Sivia Capital Partners, LLC	Shares	17.8KSH	$954.2K
45	Fractal Investments LLC	Shares	16.4KSH	$880.4K
46	Merit Financial Group, LLC	Shares	15.7KSH	$840.6K
47	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	15.3KSH	$821.8K
48	COURIER CAPITAL LLC	Shares	14.8KSH	$795.2K
49	First Bank & Trust	Shares	14.0KSH	$752.1K
50	180 WEALTH ADVISORS, LLC	Shares	12.6KSH	$678.6K

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

50 / 175 loaded

#		Instrument
1	Ninety One UK Ltd new	Shares	+656.0K	+$35.3M	$35.3M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+358.7K	+$19.3M	$19.3M
3	CIDEL ASSET MANAGEMENT INC added	Shares	+237.6K	+$11.1M	$20.3M
4	Hi-Line Capital Management, LLC new	Shares	+169.8K	+$9.1M	$9.1M
5	LOUISBOURG INVESTMENTS INC. added	Shares	+155.9K	+$7.4M	$12.8M
6	Fideuram Asset Management (Ireland) dac added	Shares	+49.2K	+$4.1M	$4.5M
7	Balefire, LLC new	Shares	+11.9K	+$637.8K	$637.8K
8	BENJAMIN EDWARDS INC added	Shares	+15.9K	+$605.5K	$1.9M
9	Grove Bank & Trust new	Shares	+8.2K	+$439.4K	$439.4K
10	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+7.6K	+$408.9K	$408.9K
11	CITY NATIONAL BANK OF FLORIDA /MSD new	Shares	+7.3K	+$393.8K	$393.8K
12	Pacific Excel Wealth Advisors, Inc. new	Shares	+5.7K	+$308.2K	$308.2K
13	VISION FINANCIAL MARKETS LLC added	Shares	+3.4K	+$182.5K	$182.6K
14	IFP Advisors, Inc added	Shares	+3.5K	+$149.5K	$351.8K
15	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.9K	+$48.5K	$626.5K
16	Net Worth Advisory Group added	Shares	+2.4K	+$43.3K	$498.8K
17	Cape Investment Advisory, Inc. new	Shares	+389	+$20.9K	$20.9K
18	Versant Capital Management, Inc added	Shares	+398	+$20.2K	$26.5K
19	Corsicana & Co. unchanged	Shares	0	+$15.0K	$53.7K
20	Composition Wealth, LLC added	Shares	+1.4K	+$11.8K	$336.7K
21	Rosenberg Matthew Hamilton added	Shares	+388	+$11.4K	$61.5K
22	EASTERN BANK added	Shares	+349	+$10.3K	$55.0K
23	Physician Wealth Advisors, Inc. added	Shares	+215	+$10.0K	$18.2K
24	ST GERMAIN D J CO INC new	Shares	+135	+$7.2K	$7.2K
25	HORIZON FINANCIAL SERVICES, LLC new	Shares	+112	+$6.0K	$6.0K
26	Nova Wealth Management, Inc. new	Shares	+87	+$4.7K	$4.7K
27	LRI Investments, LLC new	Shares	+46	+$2.5K	$2.5K
28	LifeSteps Financial, Inc. new	Shares	+40	+$2.1K	$2.1K
29	Noble Wealth Management PBC new	Shares	+29	+$1.6K	$1.6K
30	Cordant, Inc. new	Shares	+5	+$247	$247
31	HHM Wealth Advisors, LLC added	Shares	+124	+$155	$34.7K
32	Nvest Wealth Strategies, Inc. added	Shares	+5	+$119	$913
33	PARK AVENUE SECURITIES LLC added	Shares	+8.7K	+$99	$2.1K
34	WEST MICHIGAN ADVISORS, LLC unchanged	Shares	0	$0	$222.7K
35	CX Institutional unchanged	Shares	0	-$2	$8
36	Princeton Global Asset Management LLC unchanged	Shares	0	-$58	$248
37	NEVILLE RODIE & SHAW INC trimmed	Shares	-1.0K	-$119	$229
38	Baskin Financial Services Inc. exited	Shares	-3.1K	-$208	$0
39	CIGNA INVESTMENTS INC /NEW added	Shares	+315	-$243	$1.2K
40	Valued Wealth Advisors LLC unchanged	Shares	0	-$485	$2.1K
41	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$621	$2.7K
42	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$622	$2.7K
43	Dogwood Wealth Management LLC unchanged	Shares	0	-$783	$3.4K
44	CITY HOLDING CO unchanged	Shares	0	-$1.1K	$4.6K
45	BFSG, LLC unchanged	Shares	0	-$1.3K	$5.7K
46	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$1.3K	$5.8K
47	Abound Wealth Management unchanged	Shares	0	-$1.4K	$6.0K
48	Center for Financial Planning, Inc. unchanged	Shares	0	-$1.9K	$8.1K
49	EVOLUTION WEALTH MANAGEMENT INC. exited	Shares	-30	-$2.0K	$0
50	Oakworth Capital, Inc. unchanged	Shares	0	-$2.1K	$9.2K

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