Filed: 5/14/2025ACC: 0001298088-25-000009
📋 What this filing means
CIBC PRIVATE WEALTH GROUP LLC filed this quarterly 13F‑HR report disclosing 3084 equity positions with a total reported market value of $47.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3084
Positions
$47.35B
Total AUM (reported)
457.18M
Total Shares
Allocation by class
COM$32.18B68.0%
CL A$2.21B4.7%
COM CL A$1.16B2.4%
CAP STK CL A$1.15B2.4%
SHS$839.09M1.8%
COM NEW$763.67M1.6%
SPONSORED ADR$684.60M1.4%
Portfolio Concentration
Top 3$6.16B13.0%
4–10$6.75B14.2%
11–25$6.99B14.8%
Rest$27.45B58.0%
Top 3 weight
13.0%
Top 10 weight
27.3%
Voting Authority Distribution
Total shares with voting rights: 457.18M
Sole
Full voting authority
436.22M
shares
% of voting shares95.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.96M
shares
% of voting shares4.6%
Investment Discretion (by position count)
Sole2661
Shared0
Other423
Dominant voting typeSole · 95.4% of voting shares
Institutional Holdings3084
Rows:
MICROSOFT CORP
DFNDShares6.94M
TypeSH
Market value$2.46B
5.19%
Sole
6.86M
Shared
0.00
None
76.17K
APPLE INC
DFNDShares10.90M
TypeSH
Market value$1.88B
3.97%
Sole
10.73M
Shared
0.00
None
167.22K
AMAZON COM INC
DFNDShares10.68M
TypeSH
Market value$1.82B
3.85%
Sole
10.55M
Shared
0.00
None
131.56K
OLD DOMINION FREIGHT LINE IN
SOLEShares8.68M
TypeSH
Market value$1.29B
2.72%
Sole
13.55K
Shared
0.00
None
8.66M
NVIDIA CORPORATION
DFNDShares12.89M
TypeSH
Market value$1.24B
2.62%
Sole
12.70M
Shared
0.00
None
189.04K
ALPHABET INC
DFNDShares7.97M
TypeSH
Market value$1.15B
2.44%
Sole
7.89M
Shared
0.00
None
80.63K
VISA INC
DFNDShares3.13M
TypeSH
Market value$965.28M
2.04%
Sole
3.09M
Shared
0.00
None
40.50K
UNITEDHEALTH GROUP INC
DFNDShares1.44M
TypeSH
Market value$793.91M
1.68%
Sole
1.43M
Shared
0.00
None
9.96K
JPMORGAN CHASE & CO.
DFNDShares3.25M
TypeSH
Market value$704.85M
1.49%
Sole
3.23M
Shared
0.00
None
19.02K
META PLATFORMS INC
DFNDShares1.17M
TypeSH
Market value$599.62M
1.27%
Sole
1.17M
Shared
0.00
None
8.86K
ALPHABET INC
DFNDShares3.80M
TypeSH
Market value$556.38M
1.17%
Sole
3.74M
Shared
0.00
None
55.34K
ASTRAZENECA PLC
DFNDShares8.22M
TypeSH
Market value$533.40M
1.13%
Sole
8.16M
Shared
0.00
None
60.33K
NEXTERA ENERGY INC
DFNDShares7.96M
TypeSH
Market value$510.18M
1.08%
Sole
7.91M
Shared
0.00
None
51.73K
RTX CORPORATION
DFNDShares4.19M
TypeSH
Market value$504.72M
1.07%
Sole
4.16M
Shared
0.00
None
30.91K
ABBOTT LABS
DFNDShares4.01M
TypeSH
Market value$496.52M
1.05%
Sole
3.97M
Shared
0.00
None
37.24K
ELEVANCE HEALTH INC
DFNDShares1.14M
TypeSH
Market value$489.52M
1.03%
Sole
1.13M
Shared
0.00
None
10.72K
BLACKSTONE INC
DFNDShares4.04M
TypeSH
Market value$485.51M
1.03%
Sole
4.02M
Shared
0.00
None
24.46K
FISERV INC
DFNDShares2.39M
TypeSH
Market value$467.32M
0.99%
Sole
2.37M
Shared
0.00
None
21.15K
SALESFORCE INC
DFNDShares1.87M
TypeSH
Market value$455.47M
0.96%
Sole
1.85M
Shared
0.00
None
16.75K
CME GROUP INC
DFNDShares1.73M
TypeSH
Market value$440.26M
0.93%
Sole
1.72M
Shared
0.00
None
9.75K
ELI LILLY & CO
DFNDShares582.46K
TypeSH
Market value$423.00M
0.89%
Sole
575.79K
Shared
0.00
None
6.67K
EXXON MOBIL CORP
DFNDShares4.09M
TypeSH
Market value$411.74M
0.87%
Sole
4.04M
Shared
0.00
None
43.43K
BARCLAYS BANK PLC
DFNDShares15.55M
TypeSH
Market value$411.49M
0.87%
Sole
15.50M
Shared
0.00
None
53.16K
S&P GLOBAL INC
DFNDShares916.52K
TypeSH
Market value$404.64M
0.85%
Sole
911.27K
Shared
0.00
None
5.24K
TJX COS INC NEW
DFNDShares3.36M
TypeSH
Market value$402.83M
0.85%
Sole
3.33M
Shared
0.00
None
22.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 6.94M | SH | $2.46B 5.19% | 6.86M | 0.00 | 76.17K |
APPLE INCDFND | COM | 10.90M | SH | $1.88B 3.97% | 10.73M | 0.00 | 167.22K |
AMAZON COM INCDFND | COM | 10.68M | SH | $1.82B 3.85% | 10.55M | 0.00 | 131.56K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 8.68M | SH | $1.29B 2.72% | 13.55K | 0.00 | 8.66M |
NVIDIA CORPORATIONDFND | COM | 12.89M | SH | $1.24B 2.62% | 12.70M | 0.00 | 189.04K |
ALPHABET INCDFND | CAP STK CL A | 7.97M | SH | $1.15B 2.44% | 7.89M | 0.00 | 80.63K |
VISA INCDFND | COM CL A | 3.13M | SH | $965.28M 2.04% | 3.09M | 0.00 | 40.50K |
UNITEDHEALTH GROUP INCDFND | COM | 1.44M | SH | $793.91M 1.68% | 1.43M | 0.00 | 9.96K |
JPMORGAN CHASE & CO.DFND | COM | 3.25M | SH | $704.85M 1.49% | 3.23M | 0.00 | 19.02K |
META PLATFORMS INCDFND | CL A | 1.17M | SH | $599.62M 1.27% | 1.17M | 0.00 | 8.86K |
ALPHABET INCDFND | CAP STK CL C | 3.80M | SH | $556.38M 1.17% | 3.74M | 0.00 | 55.34K |
ASTRAZENECA PLCDFND | SPONSORED ADR | 8.22M | SH | $533.40M 1.13% | 8.16M | 0.00 | 60.33K |
NEXTERA ENERGY INCDFND | COM | 7.96M | SH | $510.18M 1.08% | 7.91M | 0.00 | 51.73K |
RTX CORPORATIONDFND | COM | 4.19M | SH | $504.72M 1.07% | 4.16M | 0.00 | 30.91K |
ABBOTT LABSDFND | COM | 4.01M | SH | $496.52M 1.05% | 3.97M | 0.00 | 37.24K |
ELEVANCE HEALTH INCDFND | COM | 1.14M | SH | $489.52M 1.03% | 1.13M | 0.00 | 10.72K |
BLACKSTONE INCDFND | COM | 4.04M | SH | $485.51M 1.03% | 4.02M | 0.00 | 24.46K |
FISERV INCDFND | COM | 2.39M | SH | $467.32M 0.99% | 2.37M | 0.00 | 21.15K |
SALESFORCE INCDFND | COM | 1.87M | SH | $455.47M 0.96% | 1.85M | 0.00 | 16.75K |
CME GROUP INCDFND | COM | 1.73M | SH | $440.26M 0.93% | 1.72M | 0.00 | 9.75K |
ELI LILLY & CODFND | COM | 582.46K | SH | $423.00M 0.89% | 575.79K | 0.00 | 6.67K |
EXXON MOBIL CORPDFND | COM | 4.09M | SH | $411.74M 0.87% | 4.04M | 0.00 | 43.43K |
BARCLAYS BANK PLCDFND | IPATH SELCT MLP | 15.55M | SH | $411.49M 0.87% | 15.50M | 0.00 | 53.16K |
S&P GLOBAL INCDFND | COM | 916.52K | SH | $404.64M 0.85% | 911.27K | 0.00 | 5.24K |
TJX COS INC NEWDFND | COM | 3.36M | SH | $402.83M 0.85% | 3.33M | 0.00 | 22.30K |
Page 1 of 124
…