Mawer Investment Management
Latest statistics and disclosures from Mawer Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOG, AMZN, Marsh & McLennan Companies, V, and represent 26.89% of Mawer Investment Management's stock portfolio.
- Added to shares of these 10 stocks: WFC (+$291M), SHEL (+$263M), AER (+$170M), UBER (+$143M), SO (+$85M), NU (+$65M), NVDA (+$56M), KKR (+$26M), SII (+$24M), SPGI (+$20M).
- Started 25 new stock positions in VITL, MOAT, EWU, WAY, XLV, ODFL, LYFT, SFM, VOE, KKR.
- Reduced shares in these 10 stocks: AON (-$360M), FCN (-$178M), GOOG (-$168M), BKNG (-$166M), MEDP (-$135M), , Marsh & McLennan Companies (-$124M), APH (-$112M), V (-$111M), BDX (-$102M).
- Sold out of its positions in ARM, FCNCA, YMM, ACWI, ORCL, PAYX, POOL, STT, VRSN, YUMC.
- Mawer Investment Management was a net seller of stock by $-1.6B.
- Mawer Investment Management has $18B in assets under management (AUM), dropping by -7.31%.
- Central Index Key (CIK): 0001538449
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Portfolio Holdings for Mawer Investment Management
Mawer Investment Management holds 125 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.1 | $1.3B | 2.6M | 483.62 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 6.4 | $1.2B | -12% | 3.7M | 313.80 |
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| Amazon (AMZN) | 5.3 | $939M | -9% | 4.1M | 230.82 |
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| Marsh & McLennan Companies | 4.1 | $725M | -14% | 3.9M | 185.52 |
|
| Visa Com Cl A (V) | 4.0 | $714M | -13% | 2.0M | 350.71 |
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| Amphenol Corp Cl A (APH) | 3.9 | $687M | -13% | 5.1M | 135.14 |
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| Booking Holdings (BKNG) | 3.4 | $601M | -21% | 112k | 5355.33 |
|
| Shell Spon Ads (SHEL) | 3.3 | $593M | +79% | 8.1M | 73.48 |
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| Aon Shs Cl A (AON) | 2.9 | $521M | -40% | 1.5M | 352.88 |
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| Waters Corporation (WAT) | 2.8 | $493M | -16% | 1.3M | 379.83 |
|
| Northrop Grumman Corporation (NOC) | 2.7 | $483M | -12% | 846k | 570.21 |
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| Aercap Holdings Nv SHS (AER) | 2.6 | $471M | +56% | 3.3M | 143.76 |
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| Wells Fargo & Company (WFC) | 2.5 | $455M | +177% | 4.9M | 93.20 |
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| Meta Platforms Cl A (META) | 2.5 | $454M | 688k | 660.09 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.5 | $443M | -17% | 587.00 | 754800.00 |
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| FTI Consulting (FCN) | 2.2 | $394M | -31% | 2.3M | 170.83 |
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| Intercontinental Exchange (ICE) | 2.2 | $394M | 2.4M | 161.96 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $327M | -13% | 1.0M | 322.22 |
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| Cme (CME) | 1.7 | $311M | -24% | 1.1M | 273.08 |
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| Mastercard Incorporated Cl A (MA) | 1.5 | $264M | -9% | 463k | 570.88 |
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| Aptar (ATR) | 1.4 | $251M | -25% | 2.1M | 121.96 |
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| Cdw (CDW) | 1.4 | $243M | -24% | 1.8M | 136.20 |
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| Medpace Hldgs (MEDP) | 1.3 | $229M | -37% | 407k | 561.65 |
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| AmerisourceBergen (COR) | 1.2 | $209M | -4% | 618k | 337.75 |
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| OSI Systems (OSIS) | 1.1 | $205M | -6% | 804k | 255.06 |
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| Uber Technologies (UBER) | 1.1 | $205M | +230% | 2.5M | 81.71 |
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| Corpay Com Shs (CPAY) | 1.1 | $190M | -15% | 630k | 300.93 |
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| Ferguson Enterprises Common Stock New (FERG) | 1.1 | $189M | -7% | 847k | 222.63 |
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| Deere & Company (DE) | 1.0 | $178M | -23% | 383k | 465.57 |
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| Martin Marietta Materials (MLM) | 0.9 | $165M | -5% | 265k | 622.66 |
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| Arthur J. Gallagher & Co. (AJG) | 0.9 | $159M | -5% | 613k | 258.79 |
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| Abbott Laboratories (ABT) | 0.9 | $156M | 1.2M | 125.29 |
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|
| Southern Company (SO) | 0.9 | $154M | +121% | 1.8M | 87.20 |
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| Sprott Com New (SII) | 0.8 | $148M | +19% | 1.5M | 97.92 |
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| Tencent Music Entmt Group Spon Ads (TME) | 0.8 | $137M | -6% | 7.8M | 17.53 |
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| Bwx Technologies (BWXT) | 0.7 | $134M | -3% | 773k | 172.84 |
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| Caci Intl Cl A (CACI) | 0.7 | $131M | -2% | 246k | 532.81 |
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| Procter & Gamble Company (PG) | 0.7 | $129M | -5% | 897k | 143.31 |
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| Verizon Communications (VZ) | 0.7 | $122M | -26% | 3.0M | 40.73 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.7 | $117M | +7% | 3.2M | 36.54 |
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| American Electric Power Company (AEP) | 0.6 | $113M | -5% | 977k | 115.31 |
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| S&p Global (SPGI) | 0.6 | $108M | +22% | 206k | 522.59 |
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| Becton, Dickinson and (BDX) | 0.6 | $105M | -49% | 543k | 194.07 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $95M | -25% | 355k | 268.30 |
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| Airbnb Com Cl A (ABNB) | 0.5 | $91M | +19% | 668k | 135.72 |
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| Johnson & Johnson (JNJ) | 0.5 | $86M | +3% | 416k | 206.95 |
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| Danaher Corporation (DHR) | 0.5 | $85M | -5% | 371k | 228.92 |
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| Esquire Financial Holdings (ESQ) | 0.5 | $82M | +3% | 801k | 102.07 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $79M | 457k | 173.49 |
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| Netease Sponsored Ads (NTES) | 0.4 | $77M | +24% | 560k | 137.62 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $77M | +577% | 4.6M | 16.74 |
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| Itt (ITT) | 0.4 | $73M | +4% | 423k | 173.51 |
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| Anthem (ELV) | 0.4 | $73M | +10% | 207k | 350.55 |
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| Barrett Business Services (BBSI) | 0.4 | $71M | 2.0M | 36.21 |
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| Bio Rad Labs Cl A (BIO) | 0.4 | $71M | -3% | 234k | 302.99 |
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| Nike CL B (NKE) | 0.4 | $68M | -9% | 1.1M | 63.71 |
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| NVIDIA Corporation (NVDA) | 0.4 | $67M | +527% | 357k | 186.50 |
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| Abbvie (ABBV) | 0.3 | $60M | +4% | 261k | 228.49 |
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| Aaon Com Par $0.004 (AAON) | 0.3 | $58M | -2% | 766k | 76.25 |
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| Tradeweb Mkts Cl A (TW) | 0.3 | $57M | +13% | 531k | 107.54 |
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| Verisk Analytics (VRSK) | 0.3 | $57M | -12% | 255k | 223.69 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $57M | -12% | 187k | 303.89 |
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| Novanta (NOVT) | 0.3 | $54M | +16% | 457k | 118.99 |
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| UnitedHealth (UNH) | 0.3 | $48M | -4% | 145k | 330.11 |
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| Insperity (NSP) | 0.3 | $47M | -54% | 1.2M | 38.72 |
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| Cognex Corporation (CGNX) | 0.3 | $46M | -10% | 1.3M | 35.98 |
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| Valvoline Inc Common (VVV) | 0.3 | $45M | -31% | 1.5M | 29.06 |
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| Hershey Company (HSY) | 0.3 | $45M | 246k | 181.98 |
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| Zoetis Cl A (ZTS) | 0.2 | $45M | +8% | 354k | 125.82 |
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| Sherwin-Williams Company (SHW) | 0.2 | $43M | -33% | 134k | 324.03 |
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| Ametek (AME) | 0.2 | $41M | -11% | 201k | 205.31 |
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| Donnelley Finl Solutions (DFIN) | 0.2 | $40M | 860k | 46.69 |
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| BorgWarner (BWA) | 0.2 | $39M | -6% | 875k | 45.06 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $28M | -6% | 430k | 64.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $28M | -3% | 55k | 502.65 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $27M | -16% | 400k | 68.11 |
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| Ryan Specialty Holdings Cl A (RYAN) | 0.2 | $27M | +11% | 525k | 51.63 |
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| Kkr & Co (KKR) | 0.1 | $26M | NEW | 206k | 127.48 |
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| Sharkninja Com Shs (SN) | 0.1 | $24M | -11% | 217k | 111.90 |
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| Meta Financial (CASH) | 0.1 | $22M | -10% | 311k | 71.00 |
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| Ensign (ENSG) | 0.1 | $22M | +15% | 126k | 174.20 |
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| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.1 | $19M | NEW | 480k | 39.40 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $18M | -5% | 50k | 357.17 |
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| ResMed (RMD) | 0.1 | $18M | -5% | 73k | 240.87 |
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| Kinsale Cap Group (KNSL) | 0.1 | $14M | +8% | 35k | 391.12 |
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| Rb Global (RBA) | 0.1 | $13M | -6% | 121k | 102.87 |
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| Kla Corp Com New (KLAC) | 0.1 | $12M | -5% | 9.6k | 1215.08 |
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| Dorman Products (DORM) | 0.1 | $11M | NEW | 91k | 123.19 |
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| KAR Auction Services (OPLN) | 0.1 | $11M | NEW | 372k | 29.78 |
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| Waystar Holding Corp (WAY) | 0.1 | $11M | NEW | 338k | 32.75 |
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| Shift4 Pmts Cl A (FOUR) | 0.1 | $11M | -4% | 170k | 62.97 |
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| Carlisle Companies (CSL) | 0.1 | $10M | -17% | 32k | 319.86 |
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| Murphy Usa (MUSA) | 0.1 | $10M | -35% | 25k | 403.52 |
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| Sandisk Corp (SNDK) | 0.1 | $10M | NEW | 43k | 237.38 |
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| Lyft Cl A Com (LYFT) | 0.1 | $9.8M | NEW | 508k | 19.37 |
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| Advanced Drain Sys Inc Del (WMS) | 0.1 | $9.5M | -20% | 65k | 144.83 |
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| Medline Com Cl A (MDLN) | 0.1 | $9.5M | NEW | 225k | 42.00 |
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| Warner Music Group Corp Com Cl A (WMG) | 0.1 | $9.0M | -6% | 295k | 30.67 |
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| Sprouts Fmrs Mkt (SFM) | 0.0 | $7.7M | NEW | 97k | 79.67 |
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| Vital Farms (VITL) | 0.0 | $6.9M | NEW | 216k | 31.94 |
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| Inter Parfums (IPAR) | 0.0 | $6.5M | NEW | 77k | 84.83 |
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| Comfort Systems USA (FIX) | 0.0 | $6.1M | NEW | 6.5k | 933.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $6.0M | -14% | 19k | 313.00 |
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| O'reilly Automotive (ORLY) | 0.0 | $5.8M | -14% | 64k | 91.21 |
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| Euronet Worldwide (EEFT) | 0.0 | $5.7M | -5% | 75k | 76.11 |
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| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $5.7M | -90% | 73k | 78.13 |
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| Cbiz (CBZ) | 0.0 | $4.9M | -24% | 97k | 50.45 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $4.7M | NEW | 108k | 43.98 |
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| Mcewen Com New (MUX) | 0.0 | $4.6M | NEW | 250k | 18.51 |
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| Csw Industrials (CSW) | 0.0 | $4.5M | NEW | 15k | 293.53 |
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| Boston Scientific Corporation (BSX) | 0.0 | $4.4M | NEW | 46k | 95.35 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $3.9M | 34k | 113.39 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $3.7M | NEW | 36k | 103.56 |
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| Legence Corp Cl A (LGN) | 0.0 | $3.7M | NEW | 85k | 43.04 |
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| Block Cl A (XYZ) | 0.0 | $3.1M | NEW | 47k | 65.09 |
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| Old Dominion Freight Line (ODFL) | 0.0 | $3.1M | NEW | 20k | 156.80 |
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| Burford Cap Ord Shs (BUR) | 0.0 | $2.2M | -63% | 249k | 8.92 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $1.7M | NEW | 11k | 154.80 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $1.5M | NEW | 9.1k | 162.01 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $1.1M | NEW | 17k | 66.92 |
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| Apple (AAPL) | 0.0 | $1.1M | 3.9k | 271.86 |
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| Sea Sponsord Ads (SE) | 0.0 | $1.0M | NEW | 8.1k | 127.57 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $294k | NEW | 1.7k | 177.37 |
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| Rbc Cad (RY) | 0.0 | $255k | 1.5k | 170.49 |
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| Eli Lilly & Co. (LLY) | 0.0 | $253k | -21% | 235.00 | 1074.68 |
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Past Filings by Mawer Investment Management
SEC 13F filings are viewable for Mawer Investment Management going back to 2011
- Mawer Investment Management 2025 Q4 filed Feb. 10, 2026
- Mawer Investment Management 2025 Q3 filed Nov. 4, 2025
- Mawer Investment Management 2025 Q2 filed Aug. 7, 2025
- Mawer Investment Management 2025 Q1 filed May 7, 2025
- Mawer Investment Management 2024 Q4 filed Feb. 12, 2025
- Mawer Investment Management 2024 Q3 filed Nov. 7, 2024
- Mawer Investment Management 2024 Q2 filed Aug. 7, 2024
- Mawer Investment Management 2024 Q1 filed May 6, 2024
- Mawer Investment Management 2023 Q4 filed Feb. 7, 2024
- Mawer Investment Management 2023 Q3 filed Nov. 6, 2023
- Mawer Investment Management 2023 Q2 filed Aug. 9, 2023
- Mawer Investment Management 2023 Q1 filed May 5, 2023
- Mawer Investment Management 2022 Q4 restated filed Feb. 8, 2023
- Mawer Investment Management 2022 Q4 filed Feb. 7, 2023
- Mawer Investment Management 2022 Q3 filed Nov. 9, 2022
- Mawer Investment Management 2022 Q2 filed Aug. 9, 2022