Q2 2026 13F · SEC CIK 928047

Manufacturers Life Insurance Company, the

Insurance companyFiled 2026-09-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $127.6B
Reported positions: 2,845
Top holdings a year, 3 yrs: +21.7%
Average holding period: 8.8 yrs

Manufacturers Life Insurance Company, the is an insurance company that reported 2,845 positions worth $127.6B in its Q2 2026 13F, filed 2026-09-09. Its largest holdings were Microsoft Corp (MSFT, 3.1%), Nvidia Corporation (NVDA, 3.0%), Amazon Com Inc (AMZN, 2.8%). A portfolio copying its top holdings returned 21.7% a year over the last 3 years, against 20.4% for the S&P 500.

Manufacturers Life Insurance Company, the holdings largest 50 of 2,845 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Manufacturers Life Insurance Company, the 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	3.1%	3.6%	10,725,305	-3.9%	$4.0B
NVDANvidia Corporation	3.0%	2.9%	19,009,807	-1.4%	$3.8B
AMZNAmazon Com Inc	2.8%	2.9%	14,923,246	-5.9%	$3.6B
GOOGLAlphabet Inc	2.6%	2.6%	9,273,694	-11.0%	$3.3B
AAPLApple Inc	2.3%	2.5%	10,302,563	-9.6%	$3.0B
AVGOBroadcom Inc	1.9%	1.4%	6,445,882	+21.4%	$2.4B
RYRoyal Bk Cda	1.8%	1.7%	11,113,364	-8.4%	$2.3B
JHCRJohn Hancock Exchange Traded	1.8%	1.9%	90,283,858	+3.5%	$2.3B
TDToronto Dominion Bk Ont	1.6%	1.4%	16,944,405	+0.1%	$2.1B
METAMeta Platforms Inc	1.3%	1.5%	2,878,365	-4.6%	$1.6B
LLYEli Lilly & Co	1.3%	1.1%	1,337,665	-7.6%	$1.6B
TSMTaiwan Semiconductor Manufac	0.9%	0.7%	2,349,022	-2.0%	$1.1B
MUMicron Technology Inc	0.9%	—	959,599	—	$1.1B
GOOGAlphabet Inc	0.9%	0.7%	3,123,535	+4.8%	$1.1B
CNQCanadian Nat Res Ltd Med Ter	0.8%	1.1%	26,542,998	-0.8%	$1.0B
VOOVanguard Index Fds	0.8%	0.8%	1,472,234	-2.3%	$1.0B
BNDVanguard Bd Index Fds	0.8%	0.8%	13,152,216	+8.5%	$965.6M
JNJJohnson & Johnson	0.7%	0.8%	3,746,452	+5.1%	$951.5M
SHOPShopify Inc	0.7%	0.9%	8,026,490	-4.7%	$916.5M
AMDAdvanced Micro Devices Inc	0.7%	—	1,575,270	—	$915.0M
TSLATesla Inc	0.7%	0.7%	2,158,459	-4.2%	$907.8M
CMCanadian Imperial Bank of Co	0.7%	0.7%	7,877,897	-3.0%	$905.4M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	1,202,150	-1.0%	$897.7M
JHEMJohn Hancock Mltfctr	0.7%	0.6%	21,548,669	+13.2%	$867.2M
UNHUnitedhealth Group Inc	0.7%	0.6%	2,071,359	-19.7%	$860.9M
JDVLJohn Hancock Exchange Traded	0.7%	—	26,465,306	—	$837.4M
KKRKkr & Co Inc	0.6%	0.6%	8,900,144	+9.8%	$816.9M
JPMJpmorgan Chase & Co	0.6%	0.6%	2,473,477	-1.6%	$809.6M
VVisa Inc	0.6%	0.5%	2,343,195	+23.5%	$803.9M
SUSuncor Energy Inc New	0.6%	0.8%	14,731,583	+2.0%	$791.0M
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.5%	10,246,137	+3.4%	$730.1M
URIUnited Rentals Inc	0.6%	0.4%	632,126	-6.0%	$716.1M
AZNAstrazeneca PLC	0.5%	0.6%	3,673,390	-4.5%	$686.9M
TMOThermo Fisher Scientific Inc	0.5%	0.6%	1,330,750	-6.5%	$667.2M
AMATApplied Matls Inc	0.5%	—	910,031	—	$657.9M
CPCanadian Pacific Kansas City	0.5%	0.6%	7,600,778	-6.2%	$657.7M
ABBVAbbvie Inc	0.5%	0.5%	2,603,988	-1.8%	$655.3M
MCKMckesson Corp	0.5%	0.6%	862,182	+6.1%	$651.5M
JDVIJohn Hancock Disciplined Value Internati	0.5%	—	16,767,642	—	$646.8M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.6%	1,282,959	-6.8%	$642.0M
JHLNJohn Hancock Exchange Traded	0.5%	0.5%	25,754,243	+4.7%	$633.8M
CNICanadian Natl Ry Co	0.5%	—	5,303,746	—	$631.7M
LNGCheniere Energy Inc	0.5%	0.9%	2,633,763	-28.6%	$629.5M
KLACKla Corp	0.5%	—	2,038,894	—	$615.1M
AEMAgnico Eagle Mines Ltd	0.5%	0.7%	3,921,023	-4.2%	$608.1M
LENLennar Corp	0.5%	0.4%	6,683,066	+11.8%	$604.8M
ENBEnbridge Inc	0.5%	0.5%	11,079,469	+2.5%	$599.7M
ELVElevance Health Inc Formerly	0.5%	0.5%	1,528,416	-26.5%	$591.1M
WCNWaste Connections Inc	0.5%	0.5%	3,544,278	-4.8%	$589.7M
INTCIntel Corp	0.4%	—	4,083,350	—	$570.2M

What Manufacturers Life Insurance Company, the bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

V Visa Inc+23.5% shares
AVGO Broadcom Inc+21.4% shares
JHEM John Hancock Mltfctr+13.2% shares
LEN Lennar Corp+11.8% shares
KKR Kkr & Co Inc+9.8% shares
BND Vanguard Bd Index Fds+8.5% shares
MCK Mckesson Corp+6.1% shares
JNJ Johnson & Johnson+5.1% shares

Reduced

LNG Cheniere Energy Inc-28.6% shares
ELV Elevance Health Inc Formerly-26.5% shares
UNH Unitedhealth Group Inc-19.7% shares
GOOGL Alphabet Inc-11.0% shares
AAPL Apple Inc-9.6% shares
RY Royal Bk Cda-8.4% shares
LLY Eli Lilly & Co-7.6% shares
BRK-B Berkshire Hathaway Inc Del-6.8% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.7% /yr; S&P 500 +20.1%
3 years: +21.7% /yr; S&P 500 +20.4%
5 years: +13.0% /yr; S&P 500 +13.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$127.6B	2,845
Q1 2026	$115.8B	2,775
Q4 2025	$121.0B	2,814
Q3 2025	$120.9B	2,863
Q2 2025	$111.1B	2,868
Q1 2025	$104.9B	2,853
Q4 2024	$114.3B	2,928
Q3 2024	$113.5B	2,958
Q2 2024	$107.0B	2,953
Q1 2024	$107.8B	2,938
Q4 2023	$105.4B	2,942
Q3 2023	$95.3B	2,954

Questions about Manufacturers Life Insurance Company, the's portfolio

What stocks does Manufacturers Life Insurance Company, the own?

Manufacturers Life Insurance Company, the's latest 13F, for Q2 2026 and filed Sep 9, 2026, lists 2,845 positions worth $127.6B. The largest are Microsoft Corp (MSFT) at 3.1%, Nvidia Corporation (NVDA) at 3.0%, Amazon Com Inc (AMZN) at 2.8%, Alphabet Inc (GOOGL) at 2.6% and Apple Inc (AAPL) at 2.3%.

What did Manufacturers Life Insurance Company, the buy last quarter?

In Q2 2026, Manufacturers Life Insurance Company, the added Visa Inc (V) (+23.5% shares), Broadcom Inc (AVGO) (+21.4% shares) and John Hancock Mltfctr (JHEM) (+13.2% shares), compared with its Q1 2026 filing.

What did Manufacturers Life Insurance Company, the sell last quarter?

In Q2 2026, Manufacturers Life Insurance Company, the cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Barrick Mng Corp (B), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Texas Instrs Inc (TXN), Cheniere Energy Inc (LNG) (-28.6% shares), Elevance Health Inc Formerly (ELV) (-26.5% shares) and Unitedhealth Group Inc (UNH) (-19.7% shares), compared with its Q1 2026 filing.

How has Manufacturers Life Insurance Company, the's portfolio performed?

A portfolio copying Manufacturers Life Insurance Company, the's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.7% against +20.1%. Over 5 years: +13.0% a year against +13.9%.

When is Manufacturers Life Insurance Company, the's next 13F filing due?

13F filings are due 45 days after each quarter ends. Manufacturers Life Insurance Company, the's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.