Burgundy Asset Management Ltd. Portfolio Holdings

Burgundy Asset Management Ltd.

  • $9.85 Billion
  • Q2 2025

Burgundy Asset Management Ltd. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.85 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ss&C Technologies Holdings Inc with a value of $434M, Primerica, Inc. with a value of $365M, Emcor Group, Inc. with a value of $284M, Willis Towers Watson PLC with a value of $274M, and Microsoft Corp with a value of $253M.

Examining the 13F form we can see an increase of $604M in the current position value, from $9.25B to 9.85B.

Burgundy Asset Management Ltd. is based out at Toronto, A6

Below you can find more details about Burgundy Asset Management Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $9.85 Billion
Financial Services: $2.09 Billion
Consumer Cyclical: $1.92 Billion
Industrials: $1.41 Billion
Technology: $1.12 Billion
Communication Services: $1.01 Billion
Consumer Defensive: $970 Million
Healthcare: $893 Million
Basic Materials: $211 Million
Other: $223 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22B
$434 Million 4.4% of portfolio
5,239,571
Q2 2025 Added 1.03%
$9.88B
$365 Million 3.71% of portfolio
1,333,473
Q2 2025 Added 1.79%
$30.2B
$284 Million 2.88% of portfolio
530,457
Q2 2025 Added 2.9%
$36.2B
$274 Million 2.78% of portfolio
894,007
Q2 2025 Reduced 0.81%
$3.95T
$253 Million 2.57% of portfolio
508,021
Q2 2025 Reduced 1.21%
$3.32B
$252 Million 2.56% of portfolio
10,306,027
Q2 2025 Added 3.83%
$102B
$232 Million 2.36% of portfolio
1,266,790
Q2 2025 Reduced 0.8%
$9.58B
$221 Million 2.24% of portfolio
1,225,966
Q2 2025 Added 3.04%
$8.86B
$215 Million 2.18% of portfolio
1,321,078
Q2 2025 Added 2.97%
$8.78B
$212 Million 2.15% of portfolio
2,228,704
Q2 2025 Reduced 0.26%
$4.73B
$205 Million 2.09% of portfolio
3,481,438
Q2 2025 Added 24.26%
$1.21T
$201 Million 2.04% of portfolio
1,140,072
Q2 2025 Reduced 1.14%
$7.73B
$200 Million 2.03% of portfolio
2,465,968
Q2 2025 Added 4.07%
$84.1B
$199 Million 2.02% of portfolio
2,948,267
Q2 2025 Reduced 0.38%
$122B
$193 Million 1.96% of portfolio
2,218,151
Q2 2025 Added 5.01%
$6.17B
$186 Million 1.89% of portfolio
982,698
Q2 2025 Added 3.86%
$6.39B
$175 Million 1.78% of portfolio
7,964,555
Q2 2025 Added 3.06%
$17.7B
$170 Million 1.73% of portfolio
2,206,740
Q2 2025 Added 31.03%
$3.24B
$166 Million 1.69% of portfolio
2,321,198
Q2 2025 Added 4.55%
$11B
$165 Million 1.68% of portfolio
5,552,618
Q2 2025 Reduced 1.18%
$9.19B
$161 Million 1.64% of portfolio
2,207,493
Q2 2025 Reduced 1.25%
$99.2B
$162 Million 1.64% of portfolio
586,764
Q2 2025 Reduced 1.05%
$49.5B
$158 Million 1.61% of portfolio
990,457
Q2 2025 Reduced 12.25%
$8.23B
$157 Million 1.6% of portfolio
1,632,562
Q2 2025 Added 3.68%
$11.9B
$154 Million 1.57% of portfolio
4,280,147
Q2 2025 Added 4.11%
$12.9B
$153 Million 1.55% of portfolio
890,356
Q2 2025 Added 3.11%
$51.4B
$152 Million 1.54% of portfolio
1,191,294
Q2 2025 Reduced 1.06%
$2.26T
$149 Million 1.51% of portfolio
676,936
Q2 2025 Reduced 1.05%
$133B
$140 Million 1.42% of portfolio
1,908,467
Q2 2025 Reduced 1.31%
$35.1B
$134 Million 1.36% of portfolio
641,284
Q2 2025 Added 35.37%
$9.6B
$133 Million 1.35% of portfolio
2,368,819
Q2 2025 Added 1.87%
$1.92B
$130 Million 1.32% of portfolio
1,524,317
Q2 2025 Added 3.29%
$13.4B
$124 Million 1.26% of portfolio
4,172,546
Q2 2025 Added 18.88%
$4.71B
$123 Million 1.25% of portfolio
1,217,631
Q2 2025 Added 3.94%
$40.9B
$118 Million 1.19% of portfolio
1,552,148
Q2 2025 Reduced 23.01%
$548B
$115 Million 1.17% of portfolio
204,266
Q2 2025 Reduced 1.16%
$38.4B
$113 Million 1.15% of portfolio
610,478
Q2 2025 Reduced 20.46%
$423B
$112 Million 1.14% of portfolio
154
Q2 2025 Reduced 3.14%
$8.13B
$108 Million 1.09% of portfolio
693,775
Q2 2025 Added 3.01%
$19.8B
$105 Million 1.07% of portfolio
1,586,110
Q2 2025 Reduced 0.4%
$684B
$103 Million 1.05% of portfolio
472,475
Q2 2025 Reduced 1.16%
$55B
$98.7 Million 1.0% of portfolio
1,348,288
Q2 2025 Reduced 1.18%
$94.4B
$98.5 Million 1.0% of portfolio
1,386,476
Q2 2025 Reduced 1.42%
$12.1B
$93.5 Million 0.95% of portfolio
860,737
Q2 2025 Reduced 11.84%
$12.7B
$93.3 Million 0.95% of portfolio
651,679
Q2 2025 Added 21.98%
$2.84B
$94 Million 0.95% of portfolio
2,517,797
Q2 2025 Added 73.79%
$25.6B
$93.7 Million 0.95% of portfolio
823,899
Q2 2025 New
$7.08B
$92.5 Million 0.94% of portfolio
414,370
Q2 2025 Added 2.95%
$58.4B
$88 Million 0.89% of portfolio
2,046,367
Q2 2025 Reduced 0.96%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $9.85 Billion
  • Prior Value $9.25 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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