Managers / Q2 2024 · view latest →
Northwest & Ethical Investments L.P.
CIK 0002033536 · 151 YONGE STREET, SUITE 1200, TORONTO, A6, M5C 2W7 · 4165946633
Reported Value
$3.5B
Q2 2024
Positions
484
Filings on Record
69
2019–present window
Filed
Aug 14, 2024
original filing
Summary
Northwest & Ethical Investments L.P. reported $3.5B in U.S.-listed holdings across 484 positions for Q2 2024.
Its largest position, MSFT, represents 5.2% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $4.3B | 526 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $4.4B | 501 | Feb 17, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2025 | $4.2B | 500 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $4.0B | 490 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $3.7B | 470 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $3.7B | 494 | Feb 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $3.8B | 506 | Nov 14, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2024 | $3.5B | 484 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.