Q2 2026 13F · SEC CIK 928047

Manufacturers Life Insurance Company, the

Insurance companyFiled 2026-08-14 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 2026-08-14. Its largest holdings were Microsoft Corp (MSFT, 3.1%), Nvidia Corporation Com (NVDA, 3.0%), Amazon Com Inc Com (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 Com	3.0%	2.9%	19,009,807	-1.4%	$3.8B
AMZNAmazon Com Inc Com	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 Bank of Canada	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 Bank	1.6%	1.4%	16,944,405	+0.1%	$2.1B
METAMeta Platforms Inc Class A	1.3%	1.5%	2,878,365	-4.6%	$1.6B
LLYLilly Eli & 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 Term Com	0.8%	1.1%	26,542,998	-0.8%	$1.0B
VOOVanguard S&p 500 ETF	0.8%	0.8%	1,472,234	-2.3%	$1.0B
BNDVanguard Total Bond Market ETF	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 Com	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
SPYSpdr S&p 500 ETF Tr	0.7%	0.7%	1,202,150	-1.0%	$897.7M
JHEMJohn Hancock Exchange Traded	0.7%	0.6%	21,548,669	+13.2%	$867.2M
UNHUnitedhealth Group Inc Com	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 Cl A	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 Com Cl A	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 Tax-Managed Fds	0.6%	0.5%	10,246,137	+3.4%	$730.1M
URIUnited Rentals Inc Com	0.6%	0.4%	632,126	-6.0%	$716.1M
AZNAstrazeneca PLC Ord	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 Com	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 A	0.5%	0.4%	6,683,066	+11.8%	$604.8M
ENBEnbridge Inc Com	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.

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 and rebuilt each quarter on the day the filing became public. 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 Aug 14, 2026, lists 2,845 positions worth $127.6B. The largest are Microsoft Corp (MSFT) at 3.1%, Nvidia Corporation Com (NVDA) at 3.0%, Amazon Com Inc Com (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 Com Cl A (V) (+23.5% shares), Broadcom Inc (AVGO) (+21.4% shares) and John Hancock Exchange Traded (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 Com (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 Instruments Inc (TXN), Cheniere Energy Inc (LNG) (-28.6% shares), Elevance Health Inc Formerly (ELV) (-26.5% shares) and Unitedhealth Group Inc Com (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.