Arkolith/Funds/Alberta Investment Management Corp

Alberta Investment Management Corp

CIK 1463559
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Alberta Investment Management Corp holds a focused book of 663 stocks worth $17.4B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Visa Inc-Class A Shares and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 23% of the equity book. They also disclosed $509.0M in put options (a bearish bet), shown separately below and excluded from the equity book.

Opened
528
bought for the first time
Added to
54
already held, bought more
Trimmed
71
sold some, still holds it
Sold out
124
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
49%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

48% mapped to company sectors

ETF / fund or unclassified
52%
Financials
20%
Information Technology
6%
Industrials
5%
Materials
4%
Energy
3%
Real Estate
3%
Consumer Discretionary
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Alberta Investment Management Corp

Manager / fundShared namesTheir $ in those
BlackRock, Inc.78 / 80$1.0T
FMR LLC77 / 80$466.7B
JPMORGAN CHASE & CO77 / 80$267.9B
MORGAN STANLEY75 / 80$269.0B
BANK OF AMERICA CORP /DE/74 / 80$170.3B
Bank of New York Mellon Corp74 / 80$93.6B
UBS Group AG74 / 80$69.9B
WELLS FARGO & COMPANY/MN74 / 80$69.1B

Ranked by how many of Alberta Investment Management Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

663 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$4.0B5.29M
22.8%
−8.8%
Reduced · −514K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$2.7B3.88M
15.4%
+16%
Added · +523K sh
3Toronto Dominion BK Ont
COM NEW
$418.5M3.45M
2.4%
−18%
Reduced · −749K sh
4Royal BK Cda
COM
$323.9M1.57M
1.9%
−29%
Reduced · −635K sh
5State STR SPDR S&P 500 ETF T
TR UNIT
$312.0M417.7K
1.8%
+5.4%
Added · +22K sh
6Brookfield Corp
CL A LTD VT SH
$178.8M4.20M
1.0%
+14%
Added · +511K sh
7Bank Nova Scotia B C
COM
$177.2M2.04M
1.0%
−55%
Reduced · −2.5M sh
8Agnico Eagle Mines Ltd
COM
$175.4M1.13M
1.0%
−2.1%
Reduced · −24K sh
9TC Energy Corp
COM
$174.6M2.64M
1.0%
−34%
Reduced · −1.4M sh
10Western Digital Corp
NOTE 3.000%11/1
$169.3M10.00M
1.0%
−60%
Reduced · −15.0M sh
11Suncor Energy Inc New
COM
$163.4M3.04M
0.9%
−17%
Reduced · −633K sh
12Visa Inc
COM CL A
$162.3M473.0K
0.9%
New
New position
13MKS Inc.
NOTE 1.250% 6/0
$147.6M50.00M
0.9%
+82%
Added · +22.5M sh
14Shopify Inc
CL A SUB VTG SHS
$145.7M1.27M
0.8%
+37%
Added · +347K sh
15Cenovus Energy Inc
COM
$143.7M5.80M
0.8%
−37%
Reduced · −3.4M sh
16Bank Montreal Medium
COM
$143.0M810.1K
0.8%
−3.8%
Reduced · −32K sh
17Barrick MNG Corp
COM SHS
$126.9M3.45M
0.7%
+669%
Added · +3.0M sh
18Sphere Entertainment Co
NOTE 3.500%12/0
$121.3M24.75M
0.7%
Held
19Canadian Pacific Kansas City
COM
$116.9M1.35M
0.7%
+16%
Added · +184K sh
20Micron Technology Inc
COM
$115.4M100.0K
0.7%
New
New position
21Interdigital Inc
NOTE 3.500% 6/0
$109.6M30.00M
0.6%
Held
22Canadian Nat Res Ltd Med Ter
COM
$106.8M2.70M
0.6%
−70%
Reduced · −6.2M sh
23Sun Life Financial Inc.
COM
$99.9M1.27M
0.6%
+30%
Added · +293K sh
24Nvidia Corporation
COM
$95.0M474.6K
0.5%
New
New position
25Manulife Finl Corp
COM
$92.0M2.27M
0.5%
−2.3%
Reduced · −53K sh
26Canadian Imperial Bank Of Co
COM
$91.9M799.1K
0.5%
−63%
Reduced · −1.3M sh
27Canadian Natl Ry Co
COM
$89.5M750.8K
0.5%
−1.1%
Reduced · −8K sh
28Smurfit Westrock PLC
SHS
$89.3M1.93M
0.5%
−0.7%
Reduced · −13K sh
29Live Nation Entertainment In
NOTE 3.125% 1/1
$89.2M50.00M
0.5%
+11%
Added · +5.0M sh
30Gpgi Inc
COM CL A
$88.8M5.61M
0.5%
+3.7%
Added · +200K sh
31Alphabet Inc
CAP STK CL A
$87.6M245.0K
0.5%
−9.3%
Reduced · −25K sh
32Freshpet Inc
COM
$85.3M1.44M
0.5%
+45%
Added · +449K sh
33Bank Of Amer Corp
COM
$84.2M1.48M
0.5%
New
New position
34Iren Limited
ORDINARY SHARES
$79.9M1.75M
0.5%
New
New position
35Vestis Corporation
COM SHS
$79.9M5.50M
0.5%
−34%
Reduced · −2.8M sh
36American Express Co
COM
$77.8M230.0K
0.4%
−4.2%
Reduced · −10K sh
37Granite Constr Inc
NOTE 3.750% 5/1
$76.0M23.00M
0.4%
Held
38First CTZNS Bancshares Inc D
CL A
$75.3M36.2K
0.4%
Held
39Microsoft Corp
COM
$74.6M200.0K
0.4%
New
New position
40JBS N.V.
CL A SHS
$70.0M5.90M
0.4%
+18%
Added · +880K sh
41MSC Indl Direct Inc
CL A
$67.8M570.0K
0.4%
−5.3%
Reduced · −32K sh
42Restaurant Brands Intl Inc
COM
$63.0M869.1K
0.4%
−1.4%
Reduced · −12K sh
43Cullen Frost Bankers Inc
COM
$61.8M400.0K
0.4%
Held
44Enbridge Inc
COM
$57.2M1.06M
0.3%
Held
45Gilead Sciences Inc
COM
$55.8M442.0K
0.3%
Held
46Akamai Technologies Inc
NOTE 0.250% 5/1
$54.8M37.50M
0.3%
New
New position
47Ryan Specialty Holdings Inc
CL A
$53.7M1.42M
0.3%
New
New position
48Ugi Corp New
NOTE 5.000% 6/0
$53.6M40.00M
0.3%
Held
49SLB Limited
COM STK
$53.5M1.15M
0.3%
−5.3%
Reduced · −64K sh
50Anheuser Busch Inbev Sa NV
SPONSORED ADR
$53.2M645.1K
0.3%
Held
Showing 50 of 663 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$509.0M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$298.7M400K
PUT · bearishISHARES RUSSELL 2000 ETFIWM$210.3M700K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026665$17.9B13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026580$16.7B13F-HR
Q4 2025Dec 31, 2025Feb 19, 2026747$16.9B13F-HR/A
Q3 2025Sep 30, 2025Feb 17, 2026506$14.0B13F-HR/A
Q2 2025Jun 30, 2025Feb 17, 2026565$12.9B13F-HR/A
Q1 2025Mar 31, 2025May 8, 2025743$14.6B13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025790$15.0B13F-HR
Q3 2024Sep 30, 2024Nov 5, 2024764$11.6B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024700$9.4B13F-HR
Q1 2024Mar 31, 2024May 15, 20241,011$9.9B13F-HR
Q4 2023Dec 31, 2023Feb 12, 20241,023$10.6B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20231,044$9.3B13F-HR
Q2 2023Jun 30, 2023Aug 24, 20231,221$10.4B13F-HR/A
Q1 2023Mar 31, 2023May 15, 20231,252$10.3B13F-HR
Q4 2022Dec 31, 2022Feb 14, 20231,077$11.3B13F-HR
Q3 2022Sep 30, 2022Nov 14, 20221,253$13.0B13F-HR
Q2 2022Jun 30, 2022Aug 15, 20221,261$14.0B13F-HR
Q1 2022Mar 31, 2022May 16, 20221,287$17.5B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022963$16.3B13F-HR
Amended / restated
  • Q4 2025 · filed Feb 17, 202613F-HR · superseded
  • Q3 2025 · filed Nov 7, 202513F-HR · superseded
  • Q2 2025 · filed Aug 8, 202513F-HR · superseded
  • Q2 2023 · filed Aug 24, 202313F-HR/A · superseded
  • Q2 2023 · filed Aug 14, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.