Northwest & Ethical Investments L.P.
All 13F Filings
- Location
- Toronto, A6
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,444,407
- Description
- Toronto Toronto based market microstructure specialist with an independent operating structure and a research first and risk aware investment mandate. The approach emphasizes active stewardship and governance oversight, valuation discipline and downside awareness, and fundamental research depth for risk constrained trading portfolios. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through thesis validation discipline and governance clarity.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 501 | 4,444,407 | 13F-HR/A - RESTATEMENT | Northwest & Ethical Investments L.P. |
| Q4 2025 | 2/12/2026 | 501 | 4,444,407 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2025 | 11/12/2025 | 500 | 4,238,817 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2025 | 8/13/2025 | 490 | 4,030,427 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2025 | 5/13/2025 | 470 | 3,685,992 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2024 | 2/11/2025 | 494 | 3,681,365 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2024 | 11/14/2024 | 506 | 3,787,346 | 13F-HR/A - RESTATEMENT | Northwest & Ethical Investments L.P. |
| Q3 2024 | 11/14/2024 | 506 | 3,787,346 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2024 | 8/14/2024 | 484 | 3,485,903 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2024 | 7/9/2025 | 485 | 3,472,384 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2023 | 7/9/2025 | 372 | 3,254,121 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2023 | 7/9/2025 | 385 | 2,975,411 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2023 | 7/9/2025 | 380 | 3,121,754 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2023 | 7/9/2025 | 402 | 3,013,527 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2022 | 7/9/2025 | 402 | 2,895,992 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2022 | 7/9/2025 | 412 | 2,491,536 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2022 | 7/9/2025 | 415 | 2,667,630 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2022 | 7/9/2025 | 405 | 3,126,423 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2021 | 7/9/2025 | 396 | 3,385,912 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2021 | 7/9/2025 | 400 | 3,070,959 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2021 | 7/9/2025 | 404 | 3,084,911 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2021 | 7/9/2025 | 409 | 2,854,127 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2020 | 7/8/2025 | 406 | 2,612,872 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2020 | 7/8/2025 | 395 | 2,270,153 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2020 | 7/8/2025 | 389 | 2,108,486 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2020 | 7/8/2025 | 363 | 1,718,298 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2019 | 7/8/2025 | 369 | 2,218,900 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2019 | 7/8/2025 | 368 | 2,052,284 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2019 | 7/8/2025 | 358 | 1,991,613 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2019 | 7/8/2025 | 362 | 1,917,952 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2018 | 7/8/2025 | 363 | 1,686,227 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2018 | 7/8/2025 | 364 | 1,593,907 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2018 | 7/8/2025 | 357 | 1,507,918 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2018 | 7/8/2025 | 352 | 1,487,348 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2017 | 7/8/2025 | 348 | 1,537,045 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2017 | 7/8/2025 | 351 | 1,611,713 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2017 | 7/8/2025 | 359 | 1,475,278 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2017 | 7/8/2025 | 378 | 1,475,220 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2016 | 7/8/2025 | 377 | 1,452,108 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2016 | 7/8/2025 | 316 | 1,422,202 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2016 | 7/8/2025 | 230 | 1,323,827 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2016 | 7/8/2025 | 222 | 1,483,312 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2015 | 7/8/2025 | 205 | 1,386,125 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2015 | 7/8/2025 | 204 | 1,301,216 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2015 | 7/8/2025 | 220 | 1,516,933 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2015 | 7/8/2025 | 217 | 1,431,243 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2014 | 7/8/2025 | 221 | 1,484,280 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2014 | 7/8/2025 | 219 | 1,497,962 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2014 | 7/8/2025 | 223 | 1,613,914 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2014 | 7/8/2025 | 224 | 1,531,171 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2013 | 7/8/2025 | 229 | 1,509,204 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2013 | 7/8/2025 | 226 | 1,377,170 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2013 | 7/8/2025 | 228 | 1,274,582 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2013 | 7/8/2025 | 224 | 1,411,727 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2012 | 7/7/2025 | 219 | 1,221,067 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2012 | 7/7/2025 | 221 | 1,170,801 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2012 | 7/7/2025 | 226 | 966,083 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2012 | 7/7/2025 | 238 | 1,075,371 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2011 | 7/7/2025 | 239 | 978,626 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2011 | 7/7/2025 | 240 | 954,070 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2011 | 7/7/2025 | 261 | 1,155,405 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2011 | 7/7/2025 | 278 | 1,175,683 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2010 | 7/7/2025 | 289 | 1,165,905 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2010 | 7/7/2025 | 238 | 1,103,057 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q2 2010 | 7/7/2025 | 210 | 972,966 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q1 2010 | 7/7/2025 | 212 | 1,167,685 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q4 2009 | 7/7/2025 | 204 | 1,049,699 | 13F-HR | Northwest & Ethical Investments L.P. |
| Q3 2009 | 7/7/2025 | 212 | 962,808 | 13F-HR | Northwest & Ethical Investments L.P. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.667 K
(0.1% of total reported value)
· QoQ Δ:
+2.066 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.427 M | 99.7% | 218.3 K | 0 | 218.3 K |
| ETFs | 13.38 K | 0.3% | 0 | 14.08 K | -14.08 K |
| Debt | 1.321 K | 0.0% | 0 | 698 | -698 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
4,444,407
Holdings
501
QoQ value change ($000)
205,590
(4.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.