NORTHWEST & ETHICAL INVESTMENTS L P
Q1 2024 Form 13-F
TORONTO, ONTARIO, CANADA
CIK 0002033536
· Institutional investment manager
$3.5B Reported Value Total
Reported value
$3.5B
Quarter over quarter
+7.4%
Holdings
467
Top-10 concentration
17.3%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Yasmin Lalani
SVP, Chief Legal Officer and Chief Governance Officer
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q1 2024 13F record
Q1 2024 13F filing summary
| Period of report | March 31, 2024 |
|---|---|
| Filed | July 09, 2025 |
| Form | 13F-HR |
| Reported value | $3.5B |
| Positions | 467 |
| Change in reported value | +6.7% |
| New positions | 130 |
| Exited positions | 35 |
| Position turnover | 32.9% |
| Top-10 concentration | 17.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
508 | $4.3B |
|
Q1 2026 13F
Filed May 14, 2026
|
509 | $4.3B |
|
Q4 2025 13F
Filed Feb 12, 2026
|
485 | $4.4B |
|
Q3 2025 13F
Filed Nov 12, 2025
|
482 | $4.2B |
|
Q2 2025 13F
Filed Aug 13, 2025
|
469 | $4.0B |
|
Q1 2025 13F
Filed May 13, 2025
|
465 | $3.7B |
|
Q4 2024 13F
Filed Feb 11, 2025
|
460 | $3.7B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
483 | $3.8B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
468 | $3.5B |
|
Q1 2024 13F
Filed Jul 9, 2025
|
467 | $3.5B |
|
Q4 2023 13F
Filed Jul 9, 2025
|
364 | $3.3B |
|
Q3 2023 13F
Filed Jul 9, 2025
|
377 | $3.0B |
|
Q2 2023 13F
Filed Jul 9, 2025
|
372 | $3.1B |
|
Q1 2023 13F
Filed Jul 9, 2025
|
393 | $3.0B |
|
Q4 2022 13F
Filed Jul 9, 2025
|
393 | $2.9B |
|
Q3 2022 13F
Filed Jul 9, 2025
|
401 | $2.5B |
|
Q2 2022 13F
Filed Jul 9, 2025
|
402 | $2.7B |
|
Q1 2022 13F
Filed Jul 9, 2025
|
393 | $3.1B |
|
Q4 2021 13F
Filed Jul 9, 2025
|
388 | $3.4B |
|
Q3 2021 13F
Filed Jul 9, 2025
|
392 | $3.1B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $171.8M | 4.95% |
| 2 | WM WASTE MGMT INC DEL | $54.7M | 1.57% |
| 3 | RSG REPUBLIC SVCS INC | $53.1M | 1.53% |
| 4 | RY ROYAL BK CDA | $48.9M | 1.41% |
| 5 | GOOG ALPHABET INC | $47.8M | 1.38% |
| 6 | LIN LINDE PLC | $47.7M | 1.37% |
| 7 | AAPL APPLE INC | $45.9M | 1.32% |
| 8 | AVGO BROADCOM INC | $43.7M | 1.26% |
| 9 | UNH UNITEDHEALTH GROUP INC | $43.1M | 1.24% |
| 10 | A AGILENT TECHNOLOGIES INC | $42.3M | 1.22% |
| 11 | GOOGL ALPHABET INC | $40.5M | 1.17% |
| 12 | TXN TEXAS INSTRS INC | $38.9M | 1.12% |
| 13 | META META PLATFORMS INC | $38.5M | 1.11% |
| 14 | GIB CGI INC | $37.5M | 1.08% |
| 15 | TD TORONTO DOMINION BK ONT | $37.3M | 1.07% |
| 16 | MRK MERCK & CO INC | $36.6M | 1.06% |
| 17 | AMAT APPLIED MATLS INC | $35.9M | 1.04% |
| 18 | WAT WATERS CORP | $35.1M | 1.01% |
| 19 | PNR PENTAIR PLC | $33.1M | 0.95% |
| 20 | ABBV ABBVIE INC | $32.5M | 0.94% |
Values as reported on the Q1 2024 Form 13F. Every position is in the holdings table below.