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Mackenzie Financial (MKFCF)

Mackenzie Financial is a fund manager in Toronto, Ontario with $162.38B assets under management.

Company profile

Ticker
MKFCF
Exchange
Employees
Location
Fiscal year end
Industry (SIC)
SEC CIK
SEC advisor number
801-25226
FINRA CRD number
110338
AUM ?
$162.38B (as of 30 Mar 22)
Accounts
596 (as of 30 Mar 22)
Employees
1,358 (119 investment advisory or research)
Address
Mackenzie Financial
180 QUEEN STREET WEST
TORONTO ONTARIO
A6 M5V 3K1
Office hours
Monday - Friday, 8:30AM TO 5:30PM (EST)
Phone
4169225322

Ownership

Owner Title From %Ownership
Mackenzie Inc. Corporation 01/2003 > 75%
Power Financial Corporation Shareholder 04/1940 50-75%
Power Corporation of Canada Shareholder 12/2008 > 75%
Igm Financial Inc. Shareholder 08/1978 > 75%
Gavan, Karen, Lynn Director 05/2007 < 5%
Rountes, Theodoros Vice-president, Fund Services and Chief Financial Officer, Funds 02/2012 < 5%
Gould, Joseph, Luke Gregoire Senior Vice-president, Finance and Chief Financial Officer 10/2013 < 5%
the Desmarais Family Residuary Trust Shareholder 10/2013 50-75%
Plessis-belair, Michel Trustee 10/2013
Fortin, Guy Trustee 10/2013
Desmarais, Paul Trustee 10/2013
Desmarais, Andre Trustee 10/2013
Mcinerney, Barry, Sean Director, Chairman, President and Chief Executive Officer 07/2016 < 5%
Boyle, Christopher, Wilson Jay Senior Vice President, Institutional 01/2017 < 5%
Cooke, Michael, David Senior Vice President, Head of Exchange Traded Funds 09/2016 < 5%
Bederman, Earl, David Director 11/2016 < 5%
Goldberg, Rhonda, Suzanne Executive Vice-president, General Counsel 03/2019 < 5%
Milne, Douglas, Gordon McIntosh Executive Vice-president, Chief Marketing Strategy Officer 05/2017 < 5%
Dibden, Michael, William Executive Vice-president, Chief Operating Officer 06/2017 < 5%
Desmarais, Sophie Trustee 03/2018
Seidler, Gillian, Eloise Vice-president, Chief Compliance Officer 05/2018 < 5%
Reiter Currie, Cynthia, Ann Executive Vice-president, Chief Human Resources Officer 09/2018 < 5%
Ashcroft, Kristin, Elizabeth Senior Vice-president, Product 10/2019 < 5%
Dickey, Ryan, Andrew Senior Vice-president, Co-head of Retail 09/2020 < 5%
Chateram, Gary, Nathanial Senior Vice-president, Co-head of Retail 09/2020 < 5%
Locke, Steven, Gregory Chief Investment Officer, Fixed Income and Multi-asset Strategies 01/2021 < 5%
Marks, Lesley, Carolyn Chief Investment Officer, Equities 01/2021 < 5%
Bartlett, Naomi, Kim Director 03/2022 < 5%
Sen, Subhas Director 03/2022 < 5%
McCuaig, Nancy, Elizabeth Director 03/2022 < 5%

Ownership

Fund structure AUM Fund type
Mackenzie Investments $162.38B
Mackenzie Global Environmental Equity Master Fund (Cayman) LP $5.17M Other Private Fund
Mackenzie Global Environmental Equity Fund (Cayman) LTD. $5.17M Other Private Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 1454 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
$2.72B 28.04M
$1.89B 28.85M
$1.43B 5.58M
$1.33B 11.78M
$1.3B 3.45M
$1.09B 11.29M
$1.06B 15.21M
$1.06B 17.92M
$1.03B 46.17M
$1.02B 22.83M
$867.13M 16.74M
$848.11M 10.65M
$812.8M 7.8M
$807.21M 19.11M
$799.29M 14.87M
$779.41M 22.22M
$775.31M 16.92M
$743.37M 5.44M
$706.94M 28.69M
$685.43M 2.7M
$678.44M 2.52M
$653.25M 2.35M
$648.38M 3.65M
$646.63M 2.62M
$600.93M 34.66M
$596.93M 13.63M
$572.1M 4.15M
$495.63M 10.21M
$459.52M 2.31M
$458.43M 2.33M
$426.64M 8.48M
$413.75M 10.94M
$410.58M 5.15M
$404.29M 744.16K
$393M 3.7M
$388.5M 7.9M
$385.53M 8.42M
$368.86M 7.7M
$360.26M 2.14M
$357.49M 10.11M
$347.3M 19.64M
$338.96M 5.51M
$338.86M 5.26M
$332.87M 1.16M
$327.52M 2.28M
$323.78M 2.88M
$317.28M 16.68M
$300.23M 1.96M
$295.81M 2.04M
$293.91M 2.37M
Holdings list only includes long positions. Only includes long positions.

Calendar

12 Aug 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings