MORGAN STANLEY

Position in BMO — Bank Of Montreal /Can/

CIK 895421 NEW YORK, NY

Back to BMO Full portfolio

Position in BMO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$298,236,977

-$197,224,144 QoQ

Shares Held

2,203,613

-42.3% QoQ

Ownership

0.315%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Common Shares in BMO Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $39,492,338,344 across 19 Banks - Diversified names. BMO ranks #14 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	68,544,442	$20,163,033,047
2	BAC	Bank Of America Corp /De/	108,670,801	$5,297,701,540
3	WFC	Wells Fargo & Company/Mn	51,687,402	$4,114,834,062
4	C	Citigroup Inc	27,842,086	$3,157,570,964
5	BNY	Bank of New York Mellon Corp	9,904,970	$1,175,026,583
6	SAN	Banco Santander, S.A.	78,079,188	$880,733,235
7	RY	Royal Bank Of Canada	5,189,064	$839,486,766
8	HSBC	Hsbc Holdings PLC	7,658,493	$631,749,084

All Filings in BMO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$298,236,977	2,203,613	-42.3%	Shares	Defined	2026-05-15
2025-12-31	$495,461,121	3,817,406	+74.4%	Shares	Defined	2026-05-27
2025-09-30	$285,128,709	2,189,088	-13.6%	Shares	Defined	2026-05-27
2025-06-30	$280,214,280	2,532,896	-4.3%	Shares	Defined	2025-08-15
2025-03-31	$252,845,242	2,647,317	+72.5%	Shares	Defined	2025-05-15
2024-12-31	$148,899,637	1,534,257	-27.2%	Shares	Defined	2025-05-15
2024-09-30	$189,978,153	2,106,188	+17.8%	Shares	Defined	2025-05-14
2024-06-30	$149,886,398	1,787,554	+23.2%	Shares	Defined	2025-05-14
2024-03-31	$141,702,223	1,450,678	+13.9%	Shares	Defined	2024-10-17
2023-12-31	$126,031,548	1,273,818	-27.4%	Shares	Defined	2024-08-16
2023-09-30	$148,066,055	1,754,961	+49.4%	Shares	Defined	2023-11-15
2023-06-30	$106,075,501	1,174,571	-28.4%	Shares	Defined	2023-08-14
2023-03-31	$146,250,623	1,641,237	-14.2%	Shares	Defined	2023-05-15
2022-12-31	$173,286,085	1,912,650	+53.0%	Shares	Defined	2023-02-14
2022-09-30	$109,547,979	1,249,977	-23.9%	Shares	Defined	2022-11-14
2022-06-30	$157,913,346	1,642,023	+67.8%	Shares	Defined	2022-10-27
2022-03-31	$115,419,132	978,377	-48.8%	Shares	Defined	2022-10-27
2021-12-31	$205,707,386	1,909,649	+131.9%	Shares	Defined	2022-02-14
2021-09-30	$82,130,644	823,530	+23.5%	Shares	Defined	2021-11-15
2021-06-30	$68,376,339	666,696	-43.1%	Shares	Defined	2021-08-23
2021-03-31	$104,465,391	1,172,188	+114.3%	Shares	Defined	2021-05-17
2020-12-31	$41,579,588	546,884	-10.7%	Shares	Defined	2021-02-16
2020-09-30	$35,752,993	612,104	-11.6%	Shares	Defined	2020-11-13
2020-06-30	$36,749,802	692,739	-42.8%	Shares	Defined	2020-08-14
2020-03-31	$60,829,224	1,210,291	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.