Filed: 2/12/2025ACC: 0001298088-25-000002
📋 What this filing means
CIBC PRIVATE WEALTH GROUP LLC filed this quarterly 13F‑HR report disclosing 2970 equity positions with a total reported market value of $55.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2970
Positions
$55.16B
Total AUM (reported)
458.92M
Total Shares
Allocation by class
COM$37.13B67.3%
CL A$2.46B4.5%
CAP STK CL A$1.58B2.9%
COM CL A$1.46B2.6%
SHS$1.33B2.4%
COM NEW$943.72M1.7%
CAP STK CL C$834.58M1.5%
Portfolio Concentration
Top 3$7.96B14.4%
4–10$8.48B15.4%
11–25$7.81B14.2%
Rest$30.91B56.0%
Top 3 weight
14.4%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 458.92M
Sole
Full voting authority
437.01M
shares
% of voting shares95.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.91M
shares
% of voting shares4.8%
Investment Discretion (by position count)
Sole2567
Shared0
Other403
Dominant voting typeSole · 95.2% of voting shares
Institutional Holdings2970
Rows:
MICROSOFT CORP
DFNDShares6.83M
TypeSH
Market value$2.90B
5.26%
Sole
6.75M
Shared
0.00
None
85.03K
Apple Inc
DFNDShares11.04M
TypeSH
Market value$2.68B
4.86%
Sole
10.87M
Shared
0.00
None
173.59K
Amazon.com Inc
DFNDShares10.70M
TypeSH
Market value$2.38B
4.31%
Sole
10.57M
Shared
0.00
None
128.73K
NVIDIA Corp
DFNDShares13.47M
TypeSH
Market value$1.89B
3.42%
Sole
13.31M
Shared
0.00
None
158.77K
ALPHABET INC
DFNDShares8.13M
TypeSH
Market value$1.58B
2.86%
Sole
8.05M
Shared
0.00
None
82.28K
Old Dominion Freight Line Inc
SOLEShares8.69M
TypeSH
Market value$1.56B
2.83%
Sole
13.58K
Shared
0.00
None
8.67M
VISA INC
DFNDShares3.16M
TypeSH
Market value$987.75M
1.79%
Sole
3.11M
Shared
0.00
None
45.13K
Blackstone Inc
DFNDShares4.84M
TypeSH
Market value$841.59M
1.53%
Sole
4.81M
Shared
0.00
None
30.83K
Alphabet Inc
DFNDShares4.27M
TypeSH
Market value$834.58M
1.51%
Sole
4.20M
Shared
0.00
None
71.15K
JPMorgan Chase & Co
DFNDShares3.24M
TypeSH
Market value$788.42M
1.43%
Sole
3.22M
Shared
0.00
None
20.63K
UnitedHealth Group Inc
DFNDShares1.44M
TypeSH
Market value$754.65M
1.37%
Sole
1.43M
Shared
0.00
None
11.50K
FTAI Aviation Ltd
DFNDShares3.72M
TypeSH
Market value$628.64M
1.14%
Sole
3.72M
Shared
0.00
None
2.21K
Salesforce Inc
DFNDShares1.87M
TypeSH
Market value$609.88M
1.11%
Sole
1.85M
Shared
0.00
None
19.80K
Meta Platforms Inc
DFNDShares989.83K
TypeSH
Market value$604.51M
1.10%
Sole
981.48K
Shared
0.00
None
8.34K
AstraZeneca PLC
DFNDShares8.11M
TypeSH
Market value$539.70M
0.98%
Sole
8.04M
Shared
0.00
None
70.08K
Abbott Laboratories
DFNDShares4.67M
TypeSH
Market value$533.27M
0.97%
Sole
4.62M
Shared
0.00
None
48.27K
CISCO SYSTEMS
DFNDShares8.45M
TypeSH
Market value$500.39M
0.91%
Sole
8.36M
Shared
0.00
None
88.02K
Eli Lilly & Co
DFNDShares628.73K
TypeSH
Market value$494.95M
0.90%
Sole
622.14K
Shared
0.00
None
6.60K
Home Depot Inc/The
DFNDShares1.22M
TypeSH
Market value$473.48M
0.86%
Sole
1.18M
Shared
0.00
None
43.87K
NEXTERA ENERGY
DFNDShares6.63M
TypeSH
Market value$468.23M
0.85%
Sole
6.58M
Shared
0.00
None
48.55K
S&P Global Inc
DFNDShares925.45K
TypeSH
Market value$458.89M
0.83%
Sole
919.55K
Shared
0.00
None
5.89K
BARCLAYS BK PLC
DFNDShares15.10M
TypeSH
Market value$445.13M
0.81%
Sole
15.05M
Shared
0.00
None
49.12K
Exxon Mobil Corp
DFNDShares4.12M
TypeSH
Market value$440.85M
0.80%
Sole
4.07M
Shared
0.00
None
48.46K
QUALCOMM Inc
DFNDShares2.71M
TypeSH
Market value$431.04M
0.78%
Sole
2.69M
Shared
0.00
None
19.51K
FISERV INC
DFNDShares2.08M
TypeSH
Market value$425.97M
0.77%
Sole
2.05M
Shared
0.00
None
24.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 6.83M | SH | $2.90B 5.26% | 6.75M | 0.00 | 85.03K |
Apple IncDFND | COM | 11.04M | SH | $2.68B 4.86% | 10.87M | 0.00 | 173.59K |
Amazon.com IncDFND | COM | 10.70M | SH | $2.38B 4.31% | 10.57M | 0.00 | 128.73K |
NVIDIA CorpDFND | COM | 13.47M | SH | $1.89B 3.42% | 13.31M | 0.00 | 158.77K |
ALPHABET INCDFND | CAP STK CL A | 8.13M | SH | $1.58B 2.86% | 8.05M | 0.00 | 82.28K |
Old Dominion Freight Line IncSOLE | COM | 8.69M | SH | $1.56B 2.83% | 13.58K | 0.00 | 8.67M |
VISA INCDFND | COM CL A | 3.16M | SH | $987.75M 1.79% | 3.11M | 0.00 | 45.13K |
Blackstone IncDFND | COM | 4.84M | SH | $841.59M 1.53% | 4.81M | 0.00 | 30.83K |
Alphabet IncDFND | CAP STK CL C | 4.27M | SH | $834.58M 1.51% | 4.20M | 0.00 | 71.15K |
JPMorgan Chase & CoDFND | COM | 3.24M | SH | $788.42M 1.43% | 3.22M | 0.00 | 20.63K |
UnitedHealth Group IncDFND | COM | 1.44M | SH | $754.65M 1.37% | 1.43M | 0.00 | 11.50K |
FTAI Aviation LtdDFND | SHS | 3.72M | SH | $628.64M 1.14% | 3.72M | 0.00 | 2.21K |
Salesforce IncDFND | COM | 1.87M | SH | $609.88M 1.11% | 1.85M | 0.00 | 19.80K |
Meta Platforms IncDFND | CL A | 989.83K | SH | $604.51M 1.10% | 981.48K | 0.00 | 8.34K |
AstraZeneca PLCDFND | SPONSORED ADR | 8.11M | SH | $539.70M 0.98% | 8.04M | 0.00 | 70.08K |
Abbott LaboratoriesDFND | COM | 4.67M | SH | $533.27M 0.97% | 4.62M | 0.00 | 48.27K |
CISCO SYSTEMSDFND | COM | 8.45M | SH | $500.39M 0.91% | 8.36M | 0.00 | 88.02K |
Eli Lilly & CoDFND | COM | 628.73K | SH | $494.95M 0.90% | 622.14K | 0.00 | 6.60K |
Home Depot Inc/TheDFND | COM | 1.22M | SH | $473.48M 0.86% | 1.18M | 0.00 | 43.87K |
NEXTERA ENERGYDFND | COM | 6.63M | SH | $468.23M 0.85% | 6.58M | 0.00 | 48.55K |
S&P Global IncDFND | COM | 925.45K | SH | $458.89M 0.83% | 919.55K | 0.00 | 5.89K |
BARCLAYS BK PLCDFND | IPATH SELCT MLP | 15.10M | SH | $445.13M 0.81% | 15.05M | 0.00 | 49.12K |
Exxon Mobil CorpDFND | COM | 4.12M | SH | $440.85M 0.80% | 4.07M | 0.00 | 48.46K |
QUALCOMM IncDFND | COM | 2.71M | SH | $431.04M 0.78% | 2.69M | 0.00 | 19.51K |
FISERV INCDFND | COM | 2.08M | SH | $425.97M 0.77% | 2.05M | 0.00 | 24.47K |
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