Q2 2026 13F · SEC CIK 2033536

Northwest & Ethical Investments L.P.

Asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.3B
Reported positions: 508
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.5 yrs

Northwest & Ethical Investments L.P. is an asset manager that reported 508 positions worth $4.3B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Ishares Tr (DMXF, 6.7%), Nvidia Corporation (NVDA, 4.2%), Avantis Responsible International Equity (AVSD, 3.7%).

Northwest & Ethical Investments L.P. holdings largest 50 of 508 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.

Northwest & Ethical Investments L.P. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
DMXFIshares Tr	6.7%	—	3,409,570	—	$288.4M
NVDANvidia Corporation	4.2%	3.8%	903,030	-3.8%	$180.6M
AVSDAvantis Responsible International Equity	3.7%	3.4%	1,981,400	+0.0%	$158.3M
MSFTMicrosoft Corp	3.3%	3.4%	383,734	-3.9%	$143.1M
AAPLApple Inc	2.6%	2.4%	390,390	-4.1%	$112.9M
GOOGAlphabet Inc	2.5%	2.1%	303,801	-1.8%	$107.3M
RYRoyal Bk Cda	2.2%	1.9%	464,627	-6.1%	$96.0M
AVGOBroadcom Inc	1.9%	1.5%	218,846	+6.9%	$82.7M
KLACKla Corp	1.9%	0.9%	267,866	+913.4%	$80.8M
TDToronto Dominion Bk Ont	1.8%	1.5%	620,742	-9.8%	$75.3M
QQQInvesco Qqq Tr	1.5%	1.4%	87,670	-13.6%	$64.6M
SPYState Str Spdr S&p 500 ETF T	1.5%	1.2%	83,830	+5.4%	$62.6M
AMZNAmazon Com Inc	1.4%	1.4%	258,513	-12.7%	$61.6M
WCNWaste Connections Inc	1.4%	1.3%	352,832	+4.6%	$58.8M
CSCOCisco Sys Inc	1.2%	0.8%	425,036	-9.1%	$49.9M
CNICanadian Natl Ry Co	1.1%	1.0%	400,958	-6.1%	$47.8M
VVisa Inc	1.0%	1.0%	127,005	-8.7%	$43.6M
NEENextera Energy Inc	1.0%	0.6%	476,249	+61.2%	$41.8M
LINLinde PLC	0.9%	1.2%	78,067	-25.1%	$40.5M
MRKMerck & Co Inc	0.9%	1.0%	311,108	-11.5%	$40.0M
CPCanadian Pacific Kansas City	0.9%	0.9%	448,514	-5.4%	$38.9M
TSMTaiwan Semiconductor Manufac	0.9%	0.9%	80,128	-33.3%	$38.2M
GILDGilead Sciences Inc	0.9%	1.1%	294,685	-15.1%	$37.2M
ENBEnbridge Inc	0.9%	0.8%	681,166	+6.2%	$36.9M
AAgilent Technologies Inc	0.8%	0.8%	269,114	-10.3%	$35.7M
BACBank of Amer Corp	0.8%	0.8%	598,398	-12.5%	$34.1M
MAMastercard Incorporated	0.8%	0.9%	66,007	-15.2%	$33.9M
LLYEli Lilly & Co	0.8%	0.7%	27,350	-20.7%	$32.8M
JPMJpmorgan Chase & Co	0.8%	0.6%	99,488	+5.4%	$32.6M
BNBrookfield Corp	0.8%	0.8%	758,223	-9.2%	$32.3M
SHOPShopify Inc	0.7%	0.8%	277,949	-5.8%	$31.8M
GIBCgi Inc	0.7%	0.6%	486,672	+27.7%	$31.4M
AEPAmerican Elec Pwr Co Inc	0.7%	0.7%	220,649	+2.8%	$30.2M
ABBVAbbvie Inc	0.7%	0.6%	118,057	-5.6%	$29.7M
BMOBank of Montreal	0.7%	—	163,965	—	$28.9M
ADIAnalog Devices Inc	0.7%	0.6%	71,999	-3.8%	$28.6M
MCKMckesson Corp	0.7%	0.8%	37,792	-2.5%	$28.6M
BNSBank Nova Scotia B C	0.7%	—	326,993	—	$28.4M
UNPUnion Pac Corp	0.7%	1.1%	104,361	-45.4%	$28.4M
SLFSun Life Financial Inc.	0.7%	—	358,349	—	$28.1M
CLColgate Palmolive Co	0.6%	0.7%	302,329	-13.9%	$27.7M
TTTrane Technologies PLC	0.6%	—	56,128	—	$27.6M
IEFAIshares Tr	0.6%	—	284,870	—	$27.5M
FNVFranco Nev Corp	0.6%	0.8%	130,157	-11.8%	$27.1M
SNPSSynopsys Inc	0.6%	—	55,308	—	$24.7M
MGAMagna Intl Inc	0.6%	—	371,516	—	$24.4M
CMCanadian Imperial Bank of Co	0.6%	—	210,159	—	$24.2M
TRVTravelers Companies Inc	0.6%	0.6%	71,736	-12.7%	$23.7M
DEDeere & Co	0.6%	—	37,211	—	$23.6M
APTVAptiv PLC	0.5%	0.7%	381,929	-10.2%	$23.4M

What Northwest & Ethical Investments L.P. bought and sold in Q2 2026, against Q1 2026.

New positions

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

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: +17.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

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	$4.3B	508
Q1 2026	$4.3B	509
Q4 2025	$4.4B	485
Q3 2025	$4.2B	482
Q2 2025	$4.0B	469
Q1 2025	$3.7B	465
Q4 2024	$3.7B	460
Q3 2024	$3.8B	483
Q2 2024	$3.5B	468

Questions about Northwest & Ethical Investments L.P.'s portfolio

What stocks does Northwest & Ethical Investments L.P. own?

Northwest & Ethical Investments L.P.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 508 positions worth $4.3B. The largest are Ishares Tr (DMXF) at 6.7%, Nvidia Corporation (NVDA) at 4.2%, Avantis Responsible International Equity (AVSD) at 3.7%, Microsoft Corp (MSFT) at 3.3% and Apple Inc (AAPL) at 2.6%.

What did Northwest & Ethical Investments L.P. buy last quarter?

In Q2 2026, Northwest & Ethical Investments L.P. added Kla Corp (KLAC) (+913.4% shares), Nextera Energy Inc (NEE) (+61.2% shares) and Cgi Inc (GIB) (+27.7% shares), compared with its Q1 2026 filing.

What did Northwest & Ethical Investments L.P. sell last quarter?

In Q2 2026, Northwest & Ethical Investments L.P. cut from its top 50 Nuveen Esg (NULG), cut from its top 50 Alphabet Inc (GOOGL), cut from its top 50 Hubbell Inc (HUBB), cut from its top 50 Ebay Inc. (EBAY), cut from its top 50 Zoetis Inc (ZTS), Union Pac Corp (UNP) (-45.4% shares), Taiwan Semiconductor Manufac (TSM) (-33.3% shares) and Linde PLC (LIN) (-25.1% shares), compared with its Q1 2026 filing.

When is Northwest & Ethical Investments L.P.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Northwest & Ethical Investments L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.