HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

Pension

Position in BMO — Bank Of Montreal /Can/

CIK 1535845 TORONTO, A6

Back to BMO Full portfolio

Position in BMO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$473,104,248

+$49,020,356 QoQ

Shares Held

3,495,672

+7.0% QoQ

Ownership

0.499%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in BMO Over Time

Shares Held

Position Value (USD)

Derivatives in BMO

reported options exposure · as of Dec 31, 2023

CallValue

CallShares

PutValue

$19,788,000

PutShares

200,000

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 Mar 31, 2026

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND holds $5,349,660,556 across 12 Banks - Diversified names. BMO ranks #5 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,944,004	$2,042,648,216
2	RY	Royal Bank Of Canada	3,734,189	$604,117,096
3	TD	Toronto Dominion Bank	6,470,416	$603,754,516
4	BAC	Bank Of America Corp /De/	11,797,936	$575,149,380
5	BMO	Bank Of Montreal /Can/ This page	3,495,672	$473,104,248
6	BNS	Bank Of Nova Scotia	5,539,629	$383,951,685
7	CM	Canadian Imperial Bank Of Commerce /Can/	3,389,515	$321,156,546
8	WFC	Wells Fargo & Company/Mn	1,935,384	$154,075,920

All Filings in BMO

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32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$473,104,248	3,495,672	+7.0%	Shares	Sole	2026-05-14
2025-12-31	$424,083,892	3,267,462	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$426,260,578	3,272,634	-31.3%	Shares	Sole	2025-11-13
2025-06-30	$527,107,919	4,764,602	+232.6%	Shares	Sole	2025-08-13
2025-03-31	$136,830,873	1,432,634	-11.9%	Shares	Sole	2025-05-14
2024-12-31	$157,749,049	1,625,441	-61.8%	Shares	Sole	2025-02-14
2024-09-30	$383,309,590	4,249,552	+261.6%	Shares	Sole	2024-11-13
2024-06-30	$98,537,417	1,175,163	-13.9%	Shares	Sole	2024-09-20
2024-03-31	$133,273,029	1,364,384	-40.0%	Shares	Sole	2024-05-13
2023-12-31	$224,939,100	2,273,490	+1036.7%	Shares	Sole	2024-03-21
2023-12-31	$19,788,000	200,000	-93.6%	Put	Sole	2024-03-21
2023-09-30	$264,410,349	3,133,938	+4542.9%	Shares	Sole	2023-11-13
2023-09-30	$5,694,975	67,500	-91.8%	Call	Sole	2023-11-13
2023-06-30	$74,571,134	825,724	+1620.3%	Shares	Sole	2023-08-11
2023-06-30	$4,334,880	48,000	0.0%	Call	Sole	2023-08-11
2023-03-31	$4,277,280	48,000	-97.8%	Call	Sole	2023-05-12
2022-12-31	$201,816,030	2,227,550	+17579.0%	Shares	Sole	2023-02-13
2022-12-31	$1,141,560	12,600	+6823.1%	Call	Sole	2023-02-13
2022-09-30	$15,950	182	-100.0%	Shares	Sole	2022-11-14
2022-06-30	$114,571,360	1,191,342	-27.0%	Shares	Sole	2022-08-11
2022-03-31	$192,639,465	1,632,953	+4774.5%	Shares	Sole	2022-05-12
2022-03-31	$3,951,995	33,500	-98.2%	Call	Sole	2022-05-12
2021-12-31	$199,205,734	1,849,292	+21.3%	Shares	Sole	2022-02-11
2021-09-30	$152,007,668	1,524,192	-39.3%	Shares	Sole	2021-11-10
2021-06-30	$257,352,987	2,509,292	+13.7%	Shares	Sole	2021-08-12
2021-03-31	$196,722,775	2,207,392	-51.6%	Shares	Sole	2021-05-13
2020-12-31	$346,726,603	4,560,392	-42.9%	Shares	Sole	2021-03-01
2020-09-30	$466,146,378	7,980,592	+24157.1%	Shares	Sole	2021-03-01
2020-06-30	$1,745,345	32,900	-98.9%	Call	Sole	2021-03-01
2020-06-30	$152,872,964	2,881,677	+8658.9%	Shares	Sole	2021-03-01
2020-03-31	$1,653,554	32,900	-97.9%	Call	Sole	2020-05-13
2020-03-31	$77,500,920	1,542,000	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.