Filing Research | CGI INC Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	MONTRUSCO BOLTON INVESTMENTS INC.	Shares	500.5KSH	$32.3M
2	Rempart Asset Management Inc.	Shares	239.7KSH	$15.5M
3	Mediolanum International Funds Ltd	Shares	176.4KSH	$11.2M
4	CIDEL ASSET MANAGEMENT INC	Shares	168.3KSH	$10.9M
5	Addenda Capital Inc.	Shares	95.1KSH	$8.7M
6	Cardinal Point Capital Management ULC	Shares	124.3KSH	$8.0M
7	Canoe Financial LP	Shares	65.0KSH	$4.2M
8	LOUISBOURG INVESTMENTS INC.	Shares	57.1KSH	$3.7M
9	Sequoia Financial Advisors, LLC	Shares	36.5KSH	$2.4M
10	GHP Investment Advisors, Inc.	Shares	32.1KSH	$2.1M
11	PensionDanmark Pensionsforsikringsaktieselskab	Shares	27.0KSH	$1.7M
12	Fideuram Asset Management (Ireland) dac	Shares	16.8KSH	$1.5M
13	Avanza Fonder AB	Shares	13.3KSH	$1.2M
14	Henry James International Management Inc.	Shares	11.2KSH	$720.2K
15	Encompass More Asset Management	Shares	9.4KSH	$607.2K
16	Vest Financial, LLC	Shares	9.4KSH	$607.0K
17	MinichMacGregor Wealth Management, LLC	Shares	7.8KSH	$505.8K
18	Crossmark Global Holdings, Inc.	Shares	7.6KSH	$491.8K
19	Aaron Wealth Advisors LLC	Shares	7.5KSH	$486.2K
20	Aspect Partners, LLC	Shares	6.8KSH	$439.0K
21	SIGNATUREFD, LLC	Shares	6.8KSH	$438.2K
22	Aprio Wealth Management, LLC	Shares	6.5KSH	$420.7K
23	Assenagon Asset Management S.A.	Shares	6.5KSH	$419.8K
24	Harbor Group, Inc.	Shares	6.3KSH	$405.2K
25	ASR Vermogensbeheer N.V.	Shares	6.3KSH	$404.3K
26	Baader Bank Aktiengesellschaft	Shares	6.0KSH	$385.6K
27	Union Bancaire Privee, UBP SA	Shares	5.9KSH	$380.2K
28	Net Worth Advisory Group	Shares	4.7KSH	$302.9K
29	LYNCH & ASSOCIATES/IN	Shares	4.5KSH	$292.2K
30	WESPAC Advisors SoCal, LLC	Shares	4.3KSH	$277.7K
31	Brookstone Capital Management	Shares	3.5KSH	$227.2K
32	MISSION WEALTH MANAGEMENT, LP	Shares	3.3KSH	$216.1K
33	Farther Finance Advisors, LLC	Shares	1.9KSH	$121.2K
34	Steigerwald, Gordon & Koch Inc.	Shares	1.6KSH	$104.1K
35	Versant Capital Management, Inc	Shares	1.6KSH	$101.0K
36	Hughes Financial Services, LLC	Shares	1.5KSH	$95.8K
37	QV Investors Inc.	Shares	908.7KSH	$58.7K
38	EverSource Wealth Advisors, LLC	Shares	865SH	$55.9K
39	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd	Shares	417.5KSH	$38.3K
40	IFP Advisors, Inc	Shares	424SH	$27.4K
41	ELEVATION WEALTH PARTNERS, LLC	Shares	212SH	$13.7K
42	MassMutual Private Wealth & Trust, FSB	Shares	180SH	$11.6K
43	JFS WEALTH ADVISORS, LLC	Shares	113SH	$7.3K
44	Spire Wealth Management	Shares	110SH	$7.1K
45	Bogart Wealth, LLC	Shares	107SH	$6.9K
46	LRI Investments, LLC	Shares	104SH	$6.7K
47	Cromwell Holdings LLC	Shares	103SH	$6.7K
48	Princeton Global Asset Management LLC	Shares	97SH	$6.3K
49	True Wealth Design, LLC	Shares	83SH	$5.4K
50	Achmea Investment Management B.V.	Shares	25.9KSH	$1.7K

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

50 / 62 loaded

#		Instrument
1	Mediolanum International Funds Ltd added	Shares	+46.9K	+$1.8M	$11.2M
2	Rempart Asset Management Inc. added	Shares	+52.1K	+$1.8M	$15.5M
3	Fideuram Asset Management (Ireland) dac new	Shares	+16.8K	+$1.5M	$1.5M
4	Vest Financial, LLC added	Shares	+4.3K	+$231.7K	$607.0K
5	SIGNATUREFD, LLC added	Shares	+3.7K	+$212.4K	$438.2K
6	Aprio Wealth Management, LLC added	Shares	+2.5K	+$125.6K	$420.7K
7	Aaron Wealth Advisors LLC added	Shares	+2.4K	+$112.9K	$486.2K
8	Sequoia Financial Advisors, LLC added	Shares	+5.0K	+$56.6K	$2.4M
9	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+3.3K	+$17.4K	$1.7M
10	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd added	Shares	+70.4K	+$12.5K	$38.3K
11	QV Investors Inc. added	Shares	+216.1K	+$8.2K	$58.7K
12	LRI Investments, LLC new	Shares	+104	+$6.7K	$6.7K
13	MassMutual Private Wealth & Trust, FSB added	Shares	+101	+$5.8K	$11.6K
14	FINANCIAL CONSULATE, INC added	Shares	+16	+$974	$1.5K
15	SJS Investment Consulting Inc. new	Shares	+9	+$582	$582
16	Physician Wealth Advisors, Inc. added	Shares	+9	+$462	$1.5K
17	CIGNA INVESTMENTS INC /NEW unchanged	Shares	0	-$27	$210
18	SBI Securities Co., Ltd. unchanged	Shares	0	-$85	$646
19	Golden State Wealth Management, LLC unchanged	Shares	0	-$171	$1.3K
20	Achmea Investment Management B.V. trimmed	Shares	-3.8K	-$488	$1.7K
21	Princeton Global Asset Management LLC unchanged	Shares	0	-$828	$6.3K
22	Bogart Wealth, LLC unchanged	Shares	0	-$913	$6.9K
23	Spire Wealth Management unchanged	Shares	0	-$940	$7.1K
24	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$964	$7.3K
25	GAMMA Investing LLC trimmed	Shares	-18	-$1.4K	$581
26	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$1.8K	$13.7K
27	Brookstone Capital Management added	Shares	+371	-$2.9K	$227.2K
28	True Wealth Design, LLC trimmed	Shares	-39	-$3.6K	$5.4K
29	Key FInancial Inc exited	Shares	-50	-$3.6K	$0
30	FIRST HORIZON CORP exited	Shares	-175	-$12.8K	$0
31	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	-$13.8K	$104.1K
32	Baader Bank Aktiengesellschaft added	Shares	+426	-$19.7K	$385.6K
33	Hughes Financial Services, LLC trimmed	Shares	-107	-$20.5K	$95.8K
34	Cromwell Holdings LLC trimmed	Shares	-277	-$21.1K	$6.7K
35	Net Worth Advisory Group added	Shares	+157	-$28.6K	$302.9K
36	MISSION WEALTH MANAGEMENT, LP trimmed	Shares	-99	-$35.8K	$216.1K
37	WESPAC Advisors SoCal, LLC unchanged	Shares	0	-$36.7K	$277.7K
38	LYNCH & ASSOCIATES/IN unchanged	Shares	0	-$38.6K	$292.2K
39	EverSource Wealth Advisors, LLC trimmed	Shares	-469	-$41.7K	$55.9K
40	Harbor Group, Inc. unchanged	Shares	0	-$53.5K	$405.2K
41	Assenagon Asset Management S.A. unchanged	Shares	0	-$53.7K	$419.8K
42	Versant Capital Management, Inc trimmed	Shares	-605	-$57.0K	$101.0K
43	Aspect Partners, LLC unchanged	Shares	0	-$58.0K	$439.0K
44	MinichMacGregor Wealth Management, LLC unchanged	Shares	0	-$66.8K	$505.8K
45	Farther Finance Advisors, LLC trimmed	Shares	-762	-$69.6K	$121.2K
46	IFP Advisors, Inc trimmed	Shares	-1.2K	-$92.0K	$27.4K
47	Avanza Fonder AB unchanged	Shares	0	-$133.3K	$1.2M
48	Crossmark Global Holdings, Inc. trimmed	Shares	-1.5K	-$174.7K	$491.8K
49	Venturi Wealth Management, LLC exited	Shares	-2.8K	-$204.0K	$0
50	Henry James International Management Inc. trimmed	Shares	-2.0K	-$239.8K	$720.2K

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