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Beutel, Goodman & Co

Beutel, Goodman & Co is an investment advisor in Toronto, Ont. with $36.45B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-64420
FINRA CRD number
135829
AUM ?
$36.45B (as of 29 Mar 22)
Accounts
1,044 (as of 29 Mar 22)
Employees
98 (28 investment advisory or research)
Address
Beutel, Goodman & Co
20 EGLINTON AVENUE WEST
SUITE 2000
TORONTO
A6 M4R 1K8
Office hours
Monday - Friday, 8:30 AM TO 5:00PM
Phone
416-485-1010

Ownership

Owner Title From %Ownership
Beutel Goodman Shareholder Trust Shareholder 12/1990 < 5%
Beutel Goodman Voting Trust Shareholder 07/1994 25-50%
Amg Canada Corp. Shareholder 07/2005 25-50%
Amg/fami Investment Corp. Shareholder 07/2005 25-50%
Amg North America Hold. Corp. Shareholder 06/2005 25-50%
Affiliated Managers Group, Inc. Shareholder 06/2005 25-50%
Gregoris, David Director, Managing Director, Fixed Income 07/2015 < 5%
Corneil, Jackie Trustee of Beutel Goodman Voting Trust 03/2016 < 5%
Pomotov, Michal General Counsel & CCO 11/2016 < 5%
Jeffrey, Young, A Director, Managing Director, Private Client Group 03/2020 < 5%
Cardoso, Rui, Machado Director, Managing Director, Us & International Equities 02/2020 < 5%
Arpin, Stephen, John Director, Managing Director, Canadian Equities 02/2000 < 5%
Corneil, Jackie Director, Managing Director, Finance & Administration 01/2022 < 5%
Jeffrey, Young, A Trustee of BG Shareholders Trust 01/2022 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 69 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$1.06B 10.96M 11.23M -2.3
$837.46M 12.79M 12.56M +1.9
$666.23M 13.93M 14.28M -2.5
$649.09M 12.55M 12.82M -2.1
$588.13M 13.24M 12.86M +3.0
$544.71M 4.85M 4.67M +3.8
$492.37M 10.76M 11.01M -2.3
$444.17M 8.87M 8.43M +5.2
$439.4M 25.38M 25.99M -2.3
$434.79M 7.93M 7.53M +5.3
$406.3M 1.67M 1.62M +3.0
$388M 5.97M 5.49M +8.8
$383.09M 8.12M 8.28M -2.0
$380.61M 10.87M 11.14M -2.4
$371.45M 4.46M 4.35M +2.6
$355.77M 3.9M 4.45M -12.3
$353.65M 9.36M 8.7M +7.7
$328.84M 4.61M 5.2M -11.3
$324.7M 4.66M 3.82M +21.9
$315.18M 2.33M 2.47M -5.4
$310.66M 3.24M 3.31M -2.2
$306.11M 12.44M 11.91M +4.5
$302.09M 6.29M 6.79M -7.4
$297.23M 3.74M 3.84M -2.7
$291.6M 4.58M 4.56M +0.6
$256.85M 11.7M 11.38M +2.8
$239.85M 2.92M 2.91M +0.5
$234.68M 7.41M 7.21M +2.8
$226.17M 951.57K 925.4K +2.8
$213.63M 2.15M 2.09M +2.8
$211.92M 3.45M 3.11M +10.8
$210.71M 3.9M 3.79M +2.8
$208.15M 2.62M NEW
$197.04M 966.19K 940.16K +2.8
$195.56M 1.41M 1.26M +11.7
$193.56M 4.65M 4.51M +3.0
$185.76M 6.49M 6.31M +2.9
$180.9M 297.03K 118.31K +151.1
$180.78M 3.56M 5.98M -40.5
$166.69M 2.56M 760.77K +235.9
$159.39M 5.79M 5.09M +13.7
$156.74M 3.99M 3.49M +14.6
$155.08M 801.3K 697.91K +14.8
$147.6M 5.62M 5.45M +3.1
$145.38M 5.2M 4.98M +4.4
$139.63M 986.91K 960.72K +2.7
$136.08M 6.12M 6.29M -2.7
$109.85M 836.5K 866.06K -3.4
$103.42M 1.75M 1.8M -2.5
$98.49M 4.61M 1.41M +226.4
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings