Bank Of Montreal /can/
About Bank Of Montreal /can/’s 13F portfolio
Bank Of Montreal /can/ is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Bank Of Montreal /can/ reported $275.2B across 3,335 US-listed positions (). Its largest position is ROYAL BK CDA (RY) at 4.6% of the reported book, and its ten biggest holdings make up 26% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NYSE: RY ROYAL BK CDA | $207.21 +0.06% | 4.6% | 60.6M | $12.5B |
| 2 |  NASDAQ: NVDA NVIDIA CORPORATION | $209.66 −1.59% | 3.7% | 50.4M | $10.1B |
| 3 |  NASDAQ: AAPL APPLE INC | $313.45 +1.15% | 2.8% | 26.7M | $7.7B |
| 4 |  NYSE: TD TORONTO DOMINION BK ONT | $119.43 +0.30% | 2.8% | 62.7M | $7.6B |
| 5 |  NASDAQ: GOOGL ALPHABET INC | $342.00 −1.43% | 2.5% | 19.2M | $6.9B |
| 6 |  NASDAQ: AMZN AMAZON COM INC | $260.28 −0.30% | 2.0% | 23.4M | $5.6B |
| 7 |  NASDAQ: MSFT MICROSOFT CORP | $496.37 +0.95% | 2.0% | 14.6M | $5.5B |
| 8 |  NYSE: BMO BANK MONTREAL MEDIUM | $172.90 −0.32% | 1.8% | 28.1M | $5.0B |
| 9 |  NYSE: BUR BURFORD CAPITAL LIMITED | $4.34 −2.91% | 1.8% | 5.2M | $4.9B |
| 10 |  NYSE: CM CANADIAN IMPERIAL BANK OF CO | $118.20 −0.11% | 1.8% | 42.5M | $4.9B |
| 11 |  NYSE Arca: SPY STATE STR SPDR S&P 500 ETF T | $766.08 +0.02% | 1.7% | 6.4M | $4.8B |
| 12 |  NYSE: BNS BANK NOVA SCOTIA B C | $93.59 +0.53% | 1.6% | 51.9M | $4.5B |
| 13 |  NASDAQ: AVGO BROADCOM INC | $355.59 −0.32% | 1.6% | 11.7M | $4.4B |
| 14 |  NASDAQ: GOOG ALPHABET INC | $339.10 −1.23% | 1.4% | 10.5M | $3.7B |
| 15 |  NYSE: ENB ENBRIDGE INC | $50.37 +1.27% | 1.2% | 61.5M | $3.3B |
| 16 |  NASDAQ: META META PLATFORMS INC | $576.14 +1.07% | 1.1% | 5.5M | $3.1B |
| 17 |  NASDAQ: TSLA TESLA INC | $345.82 −1.26% | 1.1% | 7.0M | $3.0B |
| 18 |  NASDAQ: AMD ADVANCED MICRO DEVICES INC | $480.93 +0.37% | 1.0% | 5.0M | $2.9B |
| 19 |  NYSE: CNQ CANADIAN NAT RES LTD MED TER | $49.64 +0.10% | 0.9% | 64.8M | $2.6B |
| 20 |  NASDAQ: MU MICRON TECHNOLOGY INC | $938.40 +0.58% | 0.9% | 2.2M | $2.5B |
| 21 |  NYSE: TRP TC ENERGY CORP | $62.86 +1.63% | 0.9% | 37.3M | $2.5B |
| 22 |  NYSE: BN BROOKFIELD CORP | $41.67 −1.07% | 0.9% | 56.7M | $2.4B |
| 23 |  NYSE: MFC MANULIFE FINL CORP | $43.23 +0.14% | 0.8% | 56.8M | $2.3B |
| 24 |  NYSE: SU SUNCOR ENERGY INC NEW | $65.67 +0.47% | 0.8% | 42.6M | $2.3B |
| 25 |  NASDAQ: NFLX NETFLIX INC. | $81.46 −0.94% | 0.8% | 30.9M | $2.2B |
Showing 1–25 of 500 positions on this page — of 3,335 total reported in this 13F. Positions beyond the first 500 are not yet available on this page.
- Financial Services23%
- Technology20%
- Communication Services7.6%
- Energy6.2%
- Industrials6.1%
- Consumer Cyclical5.3%
- Healthcare4.1%
- Basic Materials3.7%
- Utilities2.6%
- Consumer Defensive2.5%
- Real Estate0.6%
- AddedBMOBANK MONTREAL MEDIUM+0.5%$5.0B
- AddedCMCANADIAN IMPERIAL BANK OF CO+3.9%$4.9B
- AddedSPYSTATE STR SPDR S&P 500 ETF T+8.1%$4.8B
- AddedAVGOBROADCOM INC+18.8%$4.4B
- AddedGOOGALPHABET INC+6.5%$3.7B
- AddedENBENBRIDGE INC+7.5%$3.3B
- AddedTSLATESLA INC+5.6%$3.0B
- AddedCNQCANADIAN NAT RES LTD MED TER+1.4%$2.6B
- AddedBNBROOKFIELD CORP+3.5%$2.4B
- AddedSUSUNCOR ENERGY INC NEW+16.7%$2.3B
- ReducedRYROYAL BK CDA−2.6%$12.5B
- ReducedNVDANVIDIA CORPORATION−9.6%$10.1B
- ReducedAAPLAPPLE INC−2.0%$7.7B
- ReducedTDTORONTO DOMINION BK ONT−16.7%$7.6B
- ReducedGOOGLALPHABET INC−1.2%$6.9B
- ReducedAMZNAMAZON COM INC−5.2%$5.6B
- ReducedMSFTMICROSOFT CORP−2.6%$5.5B
- ReducedBURBURFORD CAPITAL LIMITED−28.9%$4.9B
- ReducedBNSBANK NOVA SCOTIA B C−7.4%$4.5B
- ReducedMETAMETA PLATFORMS INC−7.2%$3.1B
Companies where this manager has disclosed a stake of more than 5% of a class of shares, as reported to the SEC on Schedule 13D (activist) or 13G (passive). Figures are as disclosed in each filing — tap a date to open the source document.
| # | Stock | Type | % of class | Shares | Filed |
|---|---|---|---|---|---|
| 1 |  CBZ CBIZ, Inc. | 13G | 6.4% | 3.5M | Filed 13 MAY 2026 |
| 2 | BNS Bank of Nova Scotia | 13G | 5.2% | 64.1M | Filed 12 FEB 2026 |
Showing all 2 disclosed stakes.
Reading Bank Of Montreal /can/’s 13F portfolio
Bank Of Montreal /can/’s $275.2B 13F book is spread across 3,335 reported positions and is moderately diversified, the ten largest names accounting for 26%. There are meaningful positions at the top alongside a long tail of smaller holdings. Its five largest positions are RY, NVDA, AAPL, TD and GOOGL, led by ROYAL BK CDA (RY) at 4.6% of the portfolio. The heaviest sector exposure is Financial Services (23%), then Technology (20%).
What Bank Of Montreal /can/ changed last quarter
Between 2026-03-31 and Q2 2026, Bank Of Montreal /can/ was a net buyer: it opened 308 new positions and added to 1,707 more, while trimming 945 and closing 193 outright. Against a 3,335-name book, that is high turnover, pointing to an active reshuffle of the book. Its largest new or increased position was BANK MONTREAL MEDIUM (BMO), and its biggest reduction was ROYAL BK CDA (RY).
What a 13F does and doesn’t reveal
A 13F captures only Bank Of Montreal /can/’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Bank Of Montreal /can/ is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Bank Of Montreal /can/'s profile on this page is built directly from those filings.
How current is the 13F data on Bank Of Montreal /can/'s page?
It reflects Bank Of Montreal /can/'s most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Bank Of Montreal /can/ files its next quarterly report, this page refreshes automatically.
Can I see Bank Of Montreal /can/'s complete list of holdings?
This page highlights Bank Of Montreal /can/'s largest positions rather than all 3,335 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Bank Of Montreal /can/'s filings.
Does a 13F show everything Bank Of Montreal /can/ owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Bank Of Montreal /can/'s book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Bank Of Montreal /can/ made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.