Position in BMO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,789,159,721
+$133,555,844 QoQ
Shares Held
27,997,338
-0.6% QoQ
Ownership
4.00%
of shares outstanding
% of Portfolio
1.83%
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 Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$69,023,400
PutShares
510,000
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, 2026BANK OF MONTREAL /CAN/ holds $32,669,481,366 across 18 Banks - Diversified names. BMO ranks #5 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
62,158,399 | $10,055,985,785 | |
| 2 | TD |
Toronto Dominion Bank
|
75,336,464 | $7,029,645,452 | |
| 3 | BNS |
Bank Of Nova Scotia
|
56,069,406 | $3,886,170,526 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
40,932,860 | $3,878,388,483 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
27,997,338 | $3,789,159,721 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
5,555,718 | $1,634,270,003 | |
| 7 | BAC |
Bank Of America Corp /De/
|
20,608,338 | $1,004,656,476 | |
| 8 | C |
Citigroup Inc
|
6,700,649 | $759,920,599 |
All Filings in BMO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,023,400 | 510,000 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $3,789,159,721 | 27,997,338 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,049,448 | 31,200 | Call | Defined | 2026-02-12 | |
| 2025-12-31 | $3,655,603,877 | 28,165,528 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $45,647,143 | 351,700 | Put | Defined | 2026-02-12 | |
| 2025-09-30 | $19,537,500 | 150,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $4,493,625 | 34,500 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $3,712,306,437 | 28,501,393 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $33,421,323 | 302,100 | Put | Defined | 2025-08-05 | |
| 2025-06-30 | $3,140,717,550 | 28,389,384 | Shares | Defined | 2025-08-05 | |
| 2025-06-30 | $28,155,335 | 254,500 | Call | Defined | 2025-08-05 | |
| 2025-03-31 | $17,573,840 | 184,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $2,939,570,674 | 30,777,622 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $38,204,000 | 400,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $22,321,500 | 230,000 | Call | Defined | 2025-02-13 | |
| 2024-12-31 | $2,899,190,757 | 29,873,166 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $97,224,690 | 1,001,800 | Put | Defined | 2025-02-13 | |
| 2024-09-30 | $4,059,000 | 45,000 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $35,809,400 | 397,000 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $2,497,873,600 | 27,692,612 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,292,091,650 | 27,335,619 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $18,866,250 | 225,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $19,855,680 | 236,800 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $29,304,000 | 300,000 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $2,520,914,888 | 25,807,892 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,497,486,021 | 25,242,430 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $19,788,000 | 200,000 | Put | Defined | 2024-02-08 | |
| 2023-09-30 | $2,253,441,365 | 26,709,036 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $20,628,465 | 244,500 | Call | Defined | 2023-11-01 | |
| 2023-06-30 | $2,372,215,845 | 26,267,477 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $45,155,000 | 500,000 | Call | Defined | 2023-08-02 | |
| 2023-03-31 | $2,244,387,636 | 25,186,709 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $17,657,940 | 194,900 | Call | Defined | 2023-02-01 | |
| 2022-12-31 | $2,179,729,996 | 24,058,830 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $2,112,705,225 | 24,106,632 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $8,764,000 | 100,000 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $26,397,168 | 301,200 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $2,160,353,741 | 22,463,905 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $38,564,170 | 401,000 | Call | Defined | 2022-08-11 | |
| 2022-03-31 | $2,554,364,297 | 21,652,660 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $64,883,500 | 550,000 | Call | Defined | 2022-05-12 | |
| 2021-12-31 | $2,281,175,126 | 21,176,895 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,441,576,992 | 24,481,871 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,574,614,135 | 25,103,492 | Shares | Defined | 2021-08-12 | |
| 2021-06-30 | $107,667,488 | 1,049,800 | Call | Defined | 2021-08-12 | |
| 2021-03-31 | $89,966,640 | 1,009,500 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $2,044,277,156 | 22,938,478 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $9,134,800 | 102,500 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $1,672,412,975 | 21,996,751 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $57,744,785 | 759,500 | Call | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||