STOCK TITAN

Mackenzie Financial (HCSG) holds 2.67M shares, 3.80% disclosed in 13G/A

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Healthcare Services Group Inc. disclosure shows Mackenzie Financial Corp reports beneficial ownership of 2,672,214 common shares, representing 3.80% of the class as of 03/31/2026. The filing is an amendment (No. 12) to a Schedule 13G/A and states the position is held not to change control; signature dated 05/15/2026 by the reporting officer.

Positive

  • None.

Negative

  • None.

Insights

Passive institutional holding under Schedule 13G/A; below control threshold.

The filing lists 2,672,214 shares and a 3.80% stake as of 03/31/2026, and uses the Schedule 13G/A checkbox "Ownership of 5 Percent or Less of a Class." This indicates a passive disclosure pathway rather than an active Section 13(d) acquisition.

Qualifiers include an explicit certification that the shares "were not acquired and are not held for the purpose of or with the effect of changing or influencing the control" of the issuer. Subsequent filings would be required if status or thresholds change.

Representative institutional position sized under 5%; monitor for schedule changes.

The record shows sole voting and dispositive power over 2,672,214 shares. The filing is an amendment (No. 12), suggesting updates to prior disclosures rather than an initial acquisition.

Cash‑flow treatment and purchase timing are not provided in the excerpt; holder intentions are certified as passive in the filing language.

Filing type Schedule 13G/A (Amendment No. 12) Disclosure classification
Shares beneficially owned 2,672,214 shares as of <date>03/31/2026</date>
Percent of class 3.80% ownership percentage
Sole voting power 2,672,214 shares reported sole voting power
Sole dispositive power 2,672,214 shares reported sole dispositive power
Signature date 05/15/2026 report signed by compliance officer
Schedule 13G/A regulatory
"Amendment No. 12 ) HEALHCARE SERVICES GROUP INC ..."
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"Amount beneficially owned: 2,672,214 (b) | Percent of class: 3.80%"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power regulatory
"(iii) Sole power to dispose or to direct the disposition of: 2,672,214"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Mackenzie Financial Corp report in HCSG?

Mackenzie Financial Corp reports beneficial ownership of 2,672,214 common shares, equal to 3.80% of the class as of 03/31/2026. The filing classifies the holding as 5% or less of a class.

Is Mackenzie Financial Corp claiming control of Healthcare Services Group (HCSG)?

No. The Schedule 13G/A includes a certification that the securities "were not acquired and are not held for the purpose of or with the effect of changing or influencing the control" of the issuer, indicating a passive intent.

What voting and dispositive powers are reported by Mackenzie for HCSG shares?

The filing reports sole voting power of 2,672,214 shares and sole dispositive power of 2,672,214 shares, with shared powers reported as nil in the provided excerpt.

What is the effective date for the ownership figure in the HCSG filing?

The ownership amount is stated as of 03/31/2026 in the Schedule 13G/A amendment. The signing officer dated the amendment on 05/15/2026.

Who signed the Schedule 13G/A amendment for Mackenzie Financial Corp?

The filing is signed by Gillian Seidler, identified as Vice‑President & Chief Compliance Officer, with a signature date of 05/15/2026.





421906108

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



MACKENZIE FINANCIAL CORP
Signature:Gillian Seidler
Name/Title:Vice-President & Chief Compliance Officer
Date:05/15/2026