Filed: 8/12/2025ACC: 0001298088-25-000014
📋 What this filing means
CIBC PRIVATE WEALTH GROUP LLC filed this quarterly 13F‑HR report disclosing 3075 equity positions with a total reported market value of $55.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3075
Positions
$55.98B
Total AUM (reported)
458.58M
Total Shares
Allocation by class
COM$37.24B66.5%
CL A$2.73B4.9%
COM CL A$1.41B2.5%
CAP STK CL A$1.27B2.3%
SHS$1.26B2.2%
COM NEW$993.91M1.8%
SPONSORED ADR$804.76M1.4%
Portfolio Concentration
Top 3$7.89B14.1%
4–10$7.25B12.9%
11–25$7.52B13.4%
Rest$33.32B59.5%
Top 3 weight
14.1%
Top 10 weight
27.0%
Voting Authority Distribution
Total shares with voting rights: 458.58M
Sole
Full voting authority
446.81M
shares
% of voting shares97.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.77M
shares
% of voting shares2.6%
Investment Discretion (by position count)
Sole2713
Shared0
Other362
Dominant voting typeSole · 97.4% of voting shares
Institutional Holdings3075
Rows:
MICROSOFT CORP
DFNDShares6.71M
TypeSH
Market value$3.34B
5.96%
Sole
6.65M
Shared
0.00
None
58K
AMAZON COM INC
DFNDShares10.64M
TypeSH
Market value$2.33B
4.17%
Sole
10.54M
Shared
0.00
None
95.75K
APPLE INC
DFNDShares10.82M
TypeSH
Market value$2.22B
3.97%
Sole
10.73M
Shared
0.00
None
93.02K
NVIDIA CORPORATION
DFNDShares12.34M
TypeSH
Market value$1.95B
3.48%
Sole
12.23M
Shared
0.00
None
109.84K
ALPHABET INC
DFNDShares7.18M
TypeSH
Market value$1.27B
2.26%
Sole
7.11M
Shared
0.00
None
69.78K
VISA INC
DFNDShares2.79M
TypeSH
Market value$990.34M
1.77%
Sole
2.75M
Shared
0.00
None
37.38K
JPMORGAN CHASE & CO.
DFNDShares3.25M
TypeSH
Market value$941.64M
1.68%
Sole
3.23M
Shared
0.00
None
15.94K
META PLATFORMS INC
DFNDShares1.19M
TypeSH
Market value$874.91M
1.56%
Sole
1.18M
Shared
0.00
None
7.85K
RTX CORPORATION
DFNDShares4.22M
TypeSH
Market value$615.69M
1.10%
Sole
4.19M
Shared
0.00
None
23K
BLACKSTONE INC
DFNDShares4.08M
TypeSH
Market value$610.99M
1.09%
Sole
4.06M
Shared
0.00
None
25.75K
ALPHABET INC
DFNDShares3.29M
TypeSH
Market value$582.93M
1.04%
Sole
3.24M
Shared
0.00
None
47.65K
OLD DOMINION FREIGHT LINE IN
SOLEShares3.59M
TypeSH
Market value$582.79M
1.04%
Sole
13.63K
Shared
0.00
None
3.58M
ASTRAZENECA PLC
DFNDShares8.23M
TypeSH
Market value$575.28M
1.03%
Sole
8.18M
Shared
0.00
None
50.06K
ABBOTT LABS
DFNDShares4.12M
TypeSH
Market value$560.12M
1.00%
Sole
4.09M
Shared
0.00
None
25.31K
SALESFORCE INC
DFNDShares1.90M
TypeSH
Market value$517.73M
0.92%
Sole
1.88M
Shared
0.00
None
15.78K
NEXTERA ENERGY INC
DFNDShares7.44M
TypeSH
Market value$516.80M
0.92%
Sole
7.40M
Shared
0.00
None
40.95K
BROADCOM INC
DFNDShares1.77M
TypeSH
Market value$489.16M
0.87%
Sole
1.76M
Shared
0.00
None
16.32K
S&P GLOBAL INC
DFNDShares913.78K
TypeSH
Market value$481.83M
0.86%
Sole
908.75K
Shared
0.00
None
5.03K
CME GROUP INC
DFNDShares1.72M
TypeSH
Market value$475.36M
0.85%
Sole
1.72M
Shared
0.00
None
8.88K
VANGUARD INDEX FDS
DFNDShares1.67M
TypeSH
Market value$466.44M
0.83%
Sole
1.64M
Shared
0.00
None
27.85K
CISCO SYS INC
DFNDShares6.70M
TypeSH
Market value$465.05M
0.83%
Sole
6.64M
Shared
0.00
None
64.09K
ELI LILLY & CO
DFNDShares593.35K
TypeSH
Market value$462.53M
0.83%
Sole
589.82K
Shared
0.00
None
3.53K
BARCLAYS BANK PLC
DFNDShares15.62M
TypeSH
Market value$457.98M
0.82%
Sole
15.57M
Shared
0.00
None
53.89K
EXXON MOBIL CORP
DFNDShares4.10M
TypeSH
Market value$441.98M
0.79%
Sole
4.07M
Shared
0.00
None
30.83K
VANGUARD INDEX FDS
SOLEShares777.89K
TypeSH
Market value$441.86M
0.79%
Sole
736.65K
Shared
0.00
None
41.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPDFND | COM | 6.71M | SH | $3.34B 5.96% | 6.65M | 0.00 | 58K |
AMAZON COM INCDFND | COM | 10.64M | SH | $2.33B 4.17% | 10.54M | 0.00 | 95.75K |
APPLE INCDFND | COM | 10.82M | SH | $2.22B 3.97% | 10.73M | 0.00 | 93.02K |
NVIDIA CORPORATIONDFND | COM | 12.34M | SH | $1.95B 3.48% | 12.23M | 0.00 | 109.84K |
ALPHABET INCDFND | CAP STK CL A | 7.18M | SH | $1.27B 2.26% | 7.11M | 0.00 | 69.78K |
VISA INCDFND | COM CL A | 2.79M | SH | $990.34M 1.77% | 2.75M | 0.00 | 37.38K |
JPMORGAN CHASE & CO.DFND | COM | 3.25M | SH | $941.64M 1.68% | 3.23M | 0.00 | 15.94K |
META PLATFORMS INCDFND | CL A | 1.19M | SH | $874.91M 1.56% | 1.18M | 0.00 | 7.85K |
RTX CORPORATIONDFND | COM | 4.22M | SH | $615.69M 1.10% | 4.19M | 0.00 | 23K |
BLACKSTONE INCDFND | COM | 4.08M | SH | $610.99M 1.09% | 4.06M | 0.00 | 25.75K |
ALPHABET INCDFND | CAP STK CL C | 3.29M | SH | $582.93M 1.04% | 3.24M | 0.00 | 47.65K |
OLD DOMINION FREIGHT LINE INSOLE | COM | 3.59M | SH | $582.79M 1.04% | 13.63K | 0.00 | 3.58M |
ASTRAZENECA PLCDFND | SPONSORED ADR | 8.23M | SH | $575.28M 1.03% | 8.18M | 0.00 | 50.06K |
ABBOTT LABSDFND | COM | 4.12M | SH | $560.12M 1.00% | 4.09M | 0.00 | 25.31K |
SALESFORCE INCDFND | COM | 1.90M | SH | $517.73M 0.92% | 1.88M | 0.00 | 15.78K |
NEXTERA ENERGY INCDFND | COM | 7.44M | SH | $516.80M 0.92% | 7.40M | 0.00 | 40.95K |
BROADCOM INCDFND | COM | 1.77M | SH | $489.16M 0.87% | 1.76M | 0.00 | 16.32K |
S&P GLOBAL INCDFND | COM | 913.78K | SH | $481.83M 0.86% | 908.75K | 0.00 | 5.03K |
CME GROUP INCDFND | COM | 1.72M | SH | $475.36M 0.85% | 1.72M | 0.00 | 8.88K |
VANGUARD INDEX FDSDFND | MID CAP ETF | 1.67M | SH | $466.44M 0.83% | 1.64M | 0.00 | 27.85K |
CISCO SYS INCDFND | COM | 6.70M | SH | $465.05M 0.83% | 6.64M | 0.00 | 64.09K |
ELI LILLY & CODFND | COM | 593.35K | SH | $462.53M 0.83% | 589.82K | 0.00 | 3.53K |
BARCLAYS BANK PLCDFND | IPATH SELCT MLP | 15.62M | SH | $457.98M 0.82% | 15.57M | 0.00 | 53.89K |
EXXON MOBIL CORPDFND | COM | 4.10M | SH | $441.98M 0.79% | 4.07M | 0.00 | 30.83K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 777.89K | SH | $441.86M 0.79% | 736.65K | 0.00 | 41.24K |
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