Position in BMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,218,024,279
+$2,099,405,279 QoQ
Shares Held
52,167,653
-0.8% QoQ
Ownership
7.48%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#1
of 654 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Derivatives in BMO
reported options exposure · as of Jun 30, 2026CallValue
$129,344,400
CallShares
732,000
PutValue
$272,118,000
PutShares
1,540,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $64,367,549,631 across 19 Banks - Diversified names. BMO ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
70,220,631 | $14,533,563,992 | |
| 2 | TD |
Toronto Dominion Bank
|
106,815,681 | $12,970,628,136 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
52,167,653 | $9,218,024,279 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
22,764,634 | $7,451,547,638 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
63,563,007 | $7,309,745,805 | |
| 6 | BNS |
Bank Of Nova Scotia
|
65,848,379 | $5,718,273,228 | |
| 7 | BAC |
Bank Of America Corp /De/
|
45,390,319 | $2,586,340,365 | |
| 8 | C |
Citigroup Inc
|
15,362,617 | $2,150,151,868 |
All Filings in BMO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,344,400 | 732,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $9,218,024,279 | 52,167,653 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $272,118,000 | 1,540,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $7,118,619,000 | 52,598,042 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $661,812,600 | 4,890,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $143,325,060 | 1,059,000 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $742,398,800 | 5,720,000 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $6,500,917,749 | 50,087,971 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $69,268,923 | 533,700 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $8,526,883,064 | 65,465,513 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $656,460,000 | 5,040,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $527,512,500 | 4,050,000 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $557,575,200 | 5,040,000 | Put | Defined | 2025-11-21 | |
| 2025-06-30 | $134,869,033 | 1,219,100 | Call | Defined | 2025-11-21 | |
| 2025-06-30 | $7,244,432,077 | 65,483,432 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $124,315,816 | 1,301,600 | Call | Defined | 2025-11-21 | |
| 2025-03-31 | $5,499,597,503 | 57,581,379 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $443,472,032 | 4,643,200 | Put | Defined | 2025-11-21 | |
| 2024-12-31 | $564,268,110 | 5,814,200 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $122,642,085 | 1,263,700 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $5,877,053,058 | 60,556,961 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,990,325,818 | 55,325,120 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $409,940,960 | 4,544,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $519,019,820 | 5,754,100 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $164,262,150 | 1,959,000 | Put | Defined | 2024-11-06 | |
| 2024-06-30 | $4,844,181,690 | 57,771,994 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $111,009,015 | 1,323,900 | Call | Defined | 2024-11-06 | |
| 2024-03-31 | $182,759,280 | 1,871,000 | Put | Defined | 2024-11-05 | |
| 2024-03-31 | $6,222,835,284 | 63,706,340 | Shares | Defined | 2024-11-05 | |
| 2024-03-31 | $98,295,384 | 1,006,300 | Call | Defined | 2024-11-05 | |
| 2023-12-31 | $187,253,844 | 1,892,600 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $6,549,205,463 | 66,193,708 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $116,254,500 | 1,175,000 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $5,682,877,684 | 67,356,616 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $35,857,250 | 425,000 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $156,506,350 | 1,855,000 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $56,443,750 | 625,000 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $6,123,598,417 | 67,806,427 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $197,507,970 | 2,187,000 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $177,863,560 | 1,996,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $248,536,701 | 2,789,100 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $5,900,522,813 | 66,216,169 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,873,446,059 | 64,828,323 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $123,071,040 | 1,358,400 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $434,517,600 | 4,796,000 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $30,674,000 | 350,000 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $294,163,660 | 3,356,500 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $5,753,152,072 | 65,645,277 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,004,200 | 260,000 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $166,133,675 | 1,727,500 | Put | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||