13F Filings History of DAVIS-REA LTD.

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$399,491,865
Signature - Title
John M. O'Connell - CEO
Location
Toronto
Summary
This page shows a list of all the recent 13F filings made by DAVIS-REA LTD.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DAVIS-REA LTD. reported 55 stock holdings with total value $399,491,865 as of Q4 2025. Top holdings included GOOGL, JPM, META, AMZN, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 55 $399,491,865 +$29,081,993 -$54,551,455 -$25,469,462 GOOGL, JPM, META, AMZN, MSFT 13F-HR 28 Jan 2026, 15:55
Q3 2025 58 $412,022,097 +$46,869,380 -$59,774,778 -$12,905,398 GOOGL, AMZN, META, JPM, MSFT 13F-HR 28 Oct 2025, 11:41
Q2 2025 53 $402,764,742 +$20,983,690 -$31,123,997 -$10,140,307 META, GOOGL, AMZN, JPM, MSFT 13F-HR 24 Jul 2025, 15:11
Q1 2025 51 $375,506,332 +$215,841,833 -$29,805,275 +$186,036,558 META, GOOGL, MSFT, AMZN, JPM 13F-HR 06 May 2025, 15:45
Q4 2024 31 $197,558,432 +$28,786,308 -$69,750,585 -$40,964,277 META, AMZN, TMO, SNPS, UNH 13F-HR 05 Feb 2025, 11:01
Q3 2024 38 $229,808,744 +$49,445,493 -$27,376,891 +$22,068,602 AMZN, META, SNPS, GOOGL, NFLX 13F-HR 28 Oct 2024, 10:41
Q2 2024 34 $199,995,252 +$25,846,756 -$47,098,365 -$21,251,609 AMZN, META, GOOGL, MCD, MSFT 13F-HR 25 Jul 2024, 18:26
Q1 2024 35 $219,615,669 +$44,910,329 -$39,178,967 +$5,731,362 AMZN, GOOGL, META, ACN, MSFT 13F-HR 06 May 2024, 14:00
Q4 2023 36 $195,398,230 +$18,647,238 -$30,716,055 -$12,068,817 AMZN, MSFT, META, GOOGL, SYK 13F-HR 24 Jan 2024, 10:02
Q3 2023 40 $184,449,456 +$26,567,566 -$14,283,351 +$12,284,215 AMZN, META, MSFT, GOOGL, ROK 13F-HR 19 Oct 2023, 11:01
Q2 2023 39 $178,152,235 +$16,416,081 -$19,400,462 -$2,984,381 AMZN, GOOGL, META, BAC, SYK 13F-HR 13 Jul 2023, 15:37
Q1 2023 42 $165,726,520 +$6,486,172 -$19,415,997 -$12,929,825 AMZN, META, GOOGL, JPM, TD 13F-HR 20 Apr 2023, 10:58
Q4 2022 41 $147,760,000 +$18,145,434 -$17,584,097 +$561,337 AMZN, TD, GOOGL, MSFT, DHR 13F-HR 24 Jan 2023, 08:24
Q3 2022 40 $155,733,000 +$9,198,054 -$156,579,302 -$147,381,248 AMZN, TD, GOOGL, DHR, MSFT 13F-HR 21 Oct 2022, 11:23
Q2 2022 44 $335,896,000 +$54,243,761 -$17,362,052 +$36,881,709 TD, GOOGL, AMZN, MSFT, DHR 13F-HR 21 Jul 2022, 15:53
Q1 2022 43 $35,971,000 $0 $0 $0 GOOG, CNQ, SNPS, FTV, BIP 13F-HR 25 Apr 2022, 09:53
Q4 2021 46 $215,331,000 +$6,598,574 -$14,258,963 -$7,660,389 AMZN, GOOGL, TD, ACN, DHR 13F-HR 25 Jan 2022, 16:30
Q3 2021 54 $203,178,000 +$2,615,141 -$3,106,099 -$490,958 AMZN, GOOGL, TD, DHR, JPM 13F-HR 25 Oct 2021, 17:30
Q2 2021 59 $200,034,000 +$1,100,285 -$1,635,959 -$535,674 AMZN, TD, GOOGL, DHR, JPM 13F-HR 14 Jul 2021, 15:08
Q1 2021 57 $186,686,000 +$2,305,586 -$5,227,848 -$2,922,262 TD, AMZN, GOOGL, JPM, DHR 13F-HR 03 May 2021, 12:47
Q4 2020 58 $177,633,000 +$9,950,923 -$785,635 +$9,165,288 AMZN, TD, GOOGL, DHR, ACN 13F-HR 15 Jan 2021, 09:36
Q3 2020 54 $148,803,000 +$11,260,073 -$2,323,353 +$8,936,720 AMZN, TD, DHR, GOOGL, BIP 13F-HR 04 Nov 2020, 13:29
Q2 2020 49 $130,878,000 +$12,427,845 -$465,158 +$11,962,687 AMZN, TD, GOOGL, DHR, BIP 13F-HR 20 Jul 2020, 08:09
Q1 2020 44 $103,159,000 +$3,282,472 -$14,469,879 -$11,187,407 TD, AMZN, SYK, GOOGL, BAM 13F-HR 30 Apr 2020, 09:07
Q4 2019 47 $145,938,000 +$6,408,746 -$4,222,137 +$2,186,609 TD, JPM, BAM, BIP, SYK 13F-HR 27 Jan 2020, 08:19
Q3 2019 45 $135,624,000 +$727,479 -$42,353,068 -$41,625,589 TD, SYK, BAM, BIP, JPM 13F-HR 29 Oct 2019, 10:01
Q2 2019 58 $173,549,000 +$9,072,121 -$11,891,500 -$2,819,379 TD, DHR, AMZN, SYK, BAM 13F-HR 08 Jul 2019, 06:02
Q1 2019 55 $169,315,000 +$9,716,277 -$10,796,502 -$1,080,225 TD, BNS, SYK, DHR, AMZN 13F-HR 11 Apr 2019, 17:05
Q4 2018 50 $150,450,000 +$15,228,614 -$12,912,033 +$2,316,581 TD, GOOGL, BNS, AMZN, SYK 13F-HR 22 Jan 2019, 13:57
Q3 2018 51 $175,855,000 +$18,305,088 -$2,497,251 +$15,807,837 TD, BNS, AMZN, BAM, SYK 13F-HR 23 Oct 2018, 12:34
Q2 2018 48 $152,167,000 +$5,426,647 -$15,351,165 -$9,924,518 TD, AMZN, BAM, BNS, SYK 13F-HR 03 Aug 2018, 15:54
Q1 2018 47 $157,627,000 +$9,633,228 -$26,571,800 -$16,938,572 TD, AMZN, SYK, BNS, BIP 13F-HR 06 Apr 2018, 14:02
Q4 2017 45 $180,950,000 +$13,685,895 -$9,116,883 +$4,569,012 TD, AMZN, BNS, BAM, BIP 13F-HR 08 Feb 2018, 16:07
Q3 2017 42 $169,905,000 +$3,262,045 -$246,540 +$3,015,505 TD, CELG, META, BNS, BAM 13F-HR 08 Nov 2017, 08:23
Q2 2017 40 $157,910,000 +$5,789,441 -$2,313,711 +$3,475,730 TD, CELG, META, BNS, AMZN 13F-HR 02 Aug 2017, 08:11
Q1 2017 38 $148,801,000 +$2,787,280 -$5,247,070 -$2,459,790 TD, CELG, GOOGL, BNS, META 13F-HR 01 May 2017, 18:28
Q4 2016 36 $140,515,000 +$15,519,488 -$17,848,502 -$2,329,014 TD, GOOGL, CELG, BNS, ENB 13F-HR 14 Feb 2017, 14:02
Q3 2016 36 $134,009,000 +$11,146,018 -$8,263,260 +$2,882,758 BIP, TD, GOOGL, ENB, SWK 13F-HR 04 Nov 2016, 09:09
Q2 2016 42 $134,325,000 +$11,860,949 -$18,466,772 -$6,605,823 TD, GOOGL, CXRX, ENB, DHR 13F-HR 22 Jul 2016, 10:28
Q1 2016 39 $137,678,000 +$3,166,593 -$25,774,712 -$22,608,119 TD, BIP, GOOGL, AAPL, ENB 13F-HR 26 Apr 2016, 10:04
Q4 2015 44 $161,307,000 +$19,361,298 -$23,098,625 -$3,737,327 TD, BIP, GOOGL, RY, ENB 13F-HR 09 Feb 2016, 09:34
Q3 2015 41 $163,907,000 +$21,184,098 -$4,899,624 +$16,284,474 TD, BNS, BIP, GOOGL, RY 13F-HR 09 Nov 2015, 09:10
Q2 2015 41 $162,724,000 +$19,617,596 -$8,993,184 +$10,624,412 TD, ENB, BIP, GOOGL, BNS 13F-HR 24 Jul 2015, 07:27
Q1 2015 43 $154,031,000 +$16,610,154 -$14,172,032 +$2,438,122 TD, ENB, GOOGL, BNS, CSCO 13F-HR 08 May 2015, 09:55
Q4 2014 43 $155,274,000 +$9,736,297 -$5,540,266 +$4,196,031 TD, ENB, BNS, AAPL, GOOGL 13F-HR 09 Feb 2015, 11:27
Q3 2014 42 $149,320,000 +$17,603 -$27,312,241 -$27,294,638 TD, ENB, BNS, GOOGL, AAPL 13F-HR 10 Nov 2014, 09:52
Q2 2014 47 $179,136,000 +$28,400,826 -$20,017,792 +$8,383,034 TD, GOOGL, ENB, BNS, ORCL 13F-HR 24 Jul 2014, 08:54
Q1 2014 44 $166,666,000 +$44,778,012 -$17,604,949 +$27,173,063 TD, ENB, ORCL, BNS, BCE 13F-HR 08 May 2014, 11:06
Q4 2013 46 $146,310,000 $0 $0 $0 TD, ENB, BNS, BCE, ORCL 13F-HR 24 Jan 2014, 12:42