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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$253 Million 2.57% of portfolio
508,021
Q2 2025 Reduced 1.21%
$1.21T
$201 Million 2.04% of portfolio
1,140,072
Q2 2025 Reduced 1.14%
$452B
$177 Million 1.8% of portfolio
1,160,080
Q2 2025 Reduced 0.79%
$2.26T
$149 Million 1.51% of portfolio
676,936
Q2 2025 Reduced 1.05%
$548B
$115 Million 1.17% of portfolio
204,266
Q2 2025 Reduced 1.16%
$423B
$112 Million 1.14% of portfolio
154
Q2 2025 Reduced 3.14%
$684B
$103 Million 1.05% of portfolio
472,475
Q2 2025 Reduced 1.16%
$368B
$86 Million 0.87% of portfolio
539,672
Q2 2025 Reduced 0.83%
$621B
$47.5 Million 0.48% of portfolio
97,704
Q2 2025 Reduced 1.09%
$222B
$17.7 Million 0.18% of portfolio
60,642
Q1 2025 Reduced 0.22%
$1.78T
$276,000 0.0% of portfolio
375
Q3 2024 New

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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