Position in AMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$78,378,224
+$4,548,722 QoQ
Shares Held
170,848
+2.8% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#78
of 1,374 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $4,313,051,484 across 66 Asset Management names. AMP ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
56,708,514 | $2,415,215,607 | |
| 2 | BAM |
Brookfield Asset Management Ltd.
|
10,754,386 | $482,334,208 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
4,841,762 | $212,456,513 | |
| 4 | BLK |
BlackRock, Inc.
|
179,573 | $172,670,210 | |
| 5 | STT |
State Street Corp
|
961,717 | $163,107,200 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,309,224 | $154,894,288 | |
| 7 | BX |
Blackstone Inc.
|
1,012,727 | $119,167,581 | |
| 8 | TROW |
Price T Rowe Group Inc
|
985,728 | $112,067,414 |
All Filings in AMP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,378,224 | 170,848 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $73,829,502 | 166,133 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $110,745,246 | 225,854 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $106,892,558 | 217,593 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $111,338,743 | 208,605 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $117,122,664 | 241,934 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $153,208,857 | 287,754 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $150,269,195 | 319,851 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $137,054,083 | 320,827 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $138,485,217 | 315,859 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $127,168,221 | 334,803 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $119,497,128 | 362,464 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $102,393,632 | 308,266 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $81,220,353 | 264,993 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $84,787,605 | 272,305 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $67,270,142 | 266,998 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $66,285,384 | 278,885 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $78,557,352 | 261,544 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $136,715,904 | 517,628 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $206,847,648 | 831,114 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $152,866,089 | 657,630 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $151,231,294 | 778,219 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $127,963,385 | 830,338 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $130,402,461 | 869,118 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $100,019,964 | 975,995 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||