13F-HRCIK 0000928047
Last filed Sep 9, 2026Manufacturers Life Insurance Co (Manulife)·13F Holdings
$104.2B+7.8% vs prior quarter
- Positions
- 913
- Top-10 weight
- 27%
- Largest
- MSFT · 3.8%
- Quarter ending
- Jun 30, 2026
- Added
- 349
- Trimmed
- 562
- Sold out
- 6
- Last filed
- Sep 9, 2026
Portfolio
What does Manufacturers Life Insurance Co (Manulife) own?
Manufacturers Life Insurance Co (Manulife) reported 913 long equity positions worth $104.2B for the quarter ending Jun 30, 2026. The largest is MSFT at 3.8% of reported value. The ten largest positions make up 27% of the portfolio. Against the prior quarter it added to 349 positions, trimmed 562 and sold out of 6. The latest 13F was filed Sep 9, 2026.
Largest positionsValue · weight
- MSFTMicrosoft Corporation$4.0B3.8% of portfolio
- NVDANVIDIA Corporation$3.8B3.7% of portfolio
- AMZNAmazon.com, Inc.$3.6B3.4% of portfolio
- GOOGLAlphabet Inc.$3.3B3.2% of portfolio
- AAPLApple Inc.$3.0B2.9% of portfolio
- AVGOBroadcom Inc.$2.4B2.3% of portfolio
- RYRoyal Bank Of Canada$2.3B2.2% of portfolio
- TDToronto Dominion Bank (The)$2.1B2.0% of portfolio
- METAMeta Platforms, Inc.$1.6B1.6% of portfolio
- LLYEli Lilly and Company$1.6B1.5% of portfolio
Sector tilt
Which sectors does Manufacturers Life Insurance Co (Manulife) lean on?
Technology (26%) and Financial Services (14%) are the two largest sectors by reported value.
By share of reported value, across 913 classified tickers.
Quarter changes
What did Manufacturers Life Insurance Co (Manulife) buy and sell last quarter?
Largest additions last quarterEst. value
- AVGOBroadcom Inc.$428.8MAdded
- AJGArthur J. Gallagher & Co.$366.2MAdded
- TDGTransDigm Group Incorporated$269.5MAdded
- VMCVulcan Materials Company$228.2MAdded
- SHYiShares 1-3 Year Treasury Bond ETF$201.5MAdded
Reported value
How has Manufacturers Life Insurance Co (Manulife)'s 13F value moved?
Reported value went from $101.8B to $104.2B over 4 quarters. It moves with prices and with buying and selling, so it is not a fund return.
$101.8BSep 2025
$103.1BDec 2025
$96.7BMar 2026
$104.2BJun 2026
Latest 13F
What Manufacturers Life Insurance Co (Manulife) changed in its latest 13F
| Company | Change | Shares vs prior | Est. value | Filed |
|---|---|---|---|---|
| Broadcom Inc. AVGO | +21% | $428.8M | Sep 9, 2026 | |
| Alphabet Inc. GOOGL | -11% | $410.8M | Sep 9, 2026 | |
| Arthur J. Gallagher & Co. AJG | +494% | $366.2M | Sep 9, 2026 | |
| Apple Inc. AAPL | -9.6% | $318.0M | Sep 9, 2026 | |
| KLA Corporation KLAC | -34% | $312.1M | Sep 9, 2026 | |
| TransDigm Group Incorporated TDG | +106% | $269.5M | Sep 9, 2026 | |
| Texas Instruments Incorporated TXN | -33% | $264.8M | Sep 9, 2026 | |
| Cheniere Energy, Inc. LNG | -29% | $252.4M | Sep 9, 2026 | |
| Sun Life Financial Inc. SLF | -46% | $251.2M | Sep 9, 2026 | |
| Vulcan Materials Company VMC | +102% | $228.2M | Sep 9, 2026 | |
| Amazon.com, Inc. AMZN | -5.9% | $224.1M | Sep 9, 2026 | |
| Elevance Health, Inc. ELV | -26% | $212.7M | Sep 9, 2026 | |
| UnitedHealth Group Incorporated UNH | -20% | $211.1M | Sep 9, 2026 | |
| Royal Bank Of Canada RY | -8.4% | $210.2M | Sep 9, 2026 | |
| iShares 1-3 Year Treasury Bond ETF SHY | +225% | $201.5M | Sep 9, 2026 |
