Ontario Teachers Pension Plan Board Portfolio Stock Holdings

Ontario Teachers Pension Plan Board disclosed 55 stock positions valued at approximately $15.7 billion in its latest SEC 13F filing. The largest holdings include GFL ENVIRONMENTAL INC, ISHARES TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on August 7, 2026.

Report Period
June 30, 2026
No. of Stocks
55
Portfolio Value
$15.7B
Holdings by Sector
Ontario Teachers Pension Plan Board Portfolio Holdings in Q2 2026

40 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
GFL ENVIRONMENTAL INCGFLIndustrials5.24%22,450,784--$824,703,442
ISHARES TRHYGOther4.55%8,950,000+2,380,000+36.23%$715,731,500
ISHARES TRLQDOther4.40%6,350,000+6,350,000+100.00%$692,594,500
ENBRIDGE INCENBEnergy2.97%8,634,722+8,634,722+100.00%$467,781,621
WILLIAMS COS INCWMBEnergy2.09%4,426,879+4,426,879+100.00%$329,094,185
AMERICAN TOWER CORPAMTReal Estate1.85%1,784,357+1,784,357+100.00%$291,867,274
TC ENERGY CORPTRPEnergy1.74%4,140,461+4,140,461+100.00%$273,916,860
KINDER MORGAN INC DELKMIEnergy1.52%7,488,168+7,488,168+100.00%$239,396,731
TARGA RES CORPTRGPEnergy1.40%820,971+820,971+100.00%$220,135,164
ONEOK INC NEWOKEEnergy1.30%2,354,175+2,354,175+100.00%$204,671,974
SEMPRASREUtilities1.22%2,075,296+2,075,296+100.00%$192,400,692
CHENIERE ENERGY INCLNGEnergy1.21%794,662+794,662+100.00%$189,932,165
EXELON CORPEXCUtilities1.14%3,852,951+3,852,951+100.00%$179,624,576
CONSOLIDATED EDISON INCEDUtilities0.98%1,388,306+1,384,601+37371.15%$153,588,293
PONY AI INCPONYOther0.96%21,641,766+15,149,236+233.33%$150,410,274
FERROVIAL NVFER.MCOther0.94%2,154,592+2,154,592+100.00%$147,608,675
CROWN CASTLE INCCCIReal Estate0.80%1,668,256+1,660,475+21340.12%$126,337,027
FORTIS INCFTSUtilities0.73%2,001,045+2,001,045+100.00%$114,522,866
EDISON INTLEIXUtilities0.70%1,471,725+1,471,725+100.00%$109,569,926
CENTERPOINT ENERGY INCCNPUtilities0.67%2,410,776+2,394,685+14882.14%$106,170,575
PEMBINA PIPELINE CORPPBAEnergy0.67%2,292,937+2,246,261+4812.45%$105,984,006
EVERSOURCE ENERGYESUtilities0.66%1,437,437+1,409,114+4975.16%$103,883,572
ATMOS ENERGY CORPATOUtilities0.64%586,175+586,175+100.00%$100,980,367
AMERICAN WTR WKS CO INC NEWAWKUtilities0.59%707,069+707,069+100.00%$93,036,139
NISOURCE INCNIUtilities0.53%1,750,406+1,722,650+6206.41%$83,231,805
CARRIER GLOBAL CORPORATIONCARRIndustrials0.42%890,797-411,334-31.59%$65,339,960
FERRARI N VRACEOther0.35%147,354+147,354+100.00%$54,590,392
EATON CORP PLCETNOther0.34%123,897-112,073-47.49%$52,794,990
SNOWFLAKE INCSNOWTechnology0.33%203,751-143,956-41.40%$51,854,630
T-MOBILE US INCTMUSCommunication Services0.28%261,638+51,022+24.23%$43,884,542
UNITED RENTALS INCURIIndustrials0.27%36,937+36,937+100.00%$41,845,558
TAKE-TWO INTERACTIVE SOFTWARTTWOCommunication Services0.24%148,373+50,215+51.16%$37,090,283
3M COMMMIndustrials0.23%220,680+220,680+100.00%$35,730,299
ROSS STORES INCROSTConsumer Cyclical0.22%163,810-165,862-50.31%$34,866,958
WALMART INCWMTConsumer Defensive0.22%299,561+282,774+1684.48%$33,928,279
BURLINGTON STORES INCBURLConsumer Cyclical0.22%106,954-107,431-50.11%$33,883,027
ROCKWELL AUTOMATION INCROKIndustrials0.19%60,143-173,071-74.21%$29,775,596
ASML HLDG NVASMLOther0.18%14,186-3,390-19.29%$28,222,196
APPLIED MATLS INCAMATTechnology0.12%25,536-6,878-21.22%$18,462,528
VANGUARD SCOTTSDALE FDSVCLTOther0.07%145,740+145,740+100.00%$10,966,935
Ontario Teachers Pension Plan Board Options Holdings in Q2 2026

5 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026BZHBeazer Homes USA, Inc.PUT394,000$11,051,700
Q2 2026AALAmerican Airlines Group, Inc.PUT356,400$6,440,148
Q2 2026IRMIron Mountain Incorporated (DelPUT48,300$6,100,773
Q2 2026KBHKB HomePUT77,200$4,831,948
Q2 2026POSTPost Holdings, Inc.PUT53,000$4,677,780

Notional value represents the total exposure of the options position.