Institutional Holdings (13F)
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Bank Of Montreal /Can/ reported 14,271 holdings worth $303.7B for the period ended June 30, 2026.
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Bank of Montreal's Q1 2026 13F filing reveals a diverse portfolio with significant holdings across technology, healthcare, and financial sectors.
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Bank of Montreal has filed its Q4 2025 13F-HR report, revealing $288.7 billion in managed assets across 13,531 positions, including holdings managed by 12 other entities.
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Bank of Montreal /CAN/ has filed its quarterly 13F-HR report, revealing over $260 billion in managed assets across 13,045 positions as of September 30, 2025.
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Bank of Montreal's latest 13F filing discloses its substantial equity and convertible bond portfolio, valued at over $213 billion across more than 13,000 positions as of June 30, 2025.
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Bank of Montreal's latest 13F filing discloses its significant investment positions as of March 31, 2025, totaling over $205 billion across 12,894 holdings.
Schedule 13G - Passive Investments
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SCHEDULE: Bank of Montreal Adjusts OPENLANE Stake
Bank of Montreal and its affiliates have updated their beneficial ownership filings for OPENLANE, Inc., reporting a combined stake of 4.52%.
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Bank of Montreal has updated its beneficial ownership filing for North American Construction Group Ltd., reporting a 5.05% stake as of June 30, 2026.
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Bank of Montreal and its affiliates have filed a Schedule 13G, reporting a combined beneficial ownership of 3.38% in TC Energy Corp. common shares as of June 30, 2026.
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Bank of Montreal and its affiliates have reported a beneficial ownership stake of 5.81% in Euronet Worldwide, Inc. as of June 30, 2026.
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Bank of Montreal and its affiliates have reported beneficial ownership of 6.98% of Alarm.com Holdings, Inc. common stock as of June 30, 2026.
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Bank of Montreal, through its subsidiaries, has reported beneficial ownership of 5.71% of Akari Therapeutics Plc's ordinary shares as of June 30, 2026.