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Equibles

BANK OF MONTREAL /CAN/

Bank

Position in BMO — Bank Of Montreal /Can/

CIK 927971 TORONTO, A6
Back to BMO Full portfolio

Position in BMO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$4,970,238,978
+$1,181,079,257 QoQ
Shares Held
28,128,121
+0.5% QoQ
Ownership
4.05%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#2
of 656 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$17,670,000
PutShares
100,000

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, 2026

BANK OF MONTREAL /CAN/ holds $39,095,373,575 across 18 Banks - Diversified names. BMO ranks #3 (12.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RY
Royal Bank Of Canada
 60,568,915 $12,535,948,333
2 TD
Toronto Dominion Bank
 62,731,681 $7,617,508,021
3 BMO
Bank Of Montreal /Can/
This page 		28,128,121 $4,970,238,978
4 CM
Canadian Imperial Bank Of Commerce /Can/
 42,547,730 $4,892,988,950
5 BNS
Bank Of Nova Scotia
 51,924,070 $4,509,086,235
6 JPM
Jpmorgan Chase & Co
 5,811,029 $1,902,124,118
7 BAC
Bank Of America Corp /De/
 19,984,898 $1,138,739,484
8 C
Citigroup Inc
 5,618,362 $786,345,942

All Filings in BMO

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,670,000 100,000
2026-06-30 $4,970,238,978 28,128,121
2026-03-31 $69,023,400 510,000
2026-03-31 $3,789,159,721 27,997,338
2025-12-31 $4,049,448 31,200
2025-12-31 $3,655,603,877 28,165,528
2025-12-31 $45,647,143 351,700
2025-09-30 $19,537,500 150,000
2025-09-30 $4,493,625 34,500
2025-09-30 $3,712,306,437 28,501,393
2025-06-30 $33,421,323 302,100
2025-06-30 $3,140,717,550 28,389,384
2025-06-30 $28,155,335 254,500
2025-03-31 $17,573,840 184,000
2025-03-31 $2,939,570,674 30,777,622
2025-03-31 $38,204,000 400,000
2024-12-31 $22,321,500 230,000
2024-12-31 $2,899,190,757 29,873,166
2024-12-31 $97,224,690 1,001,800
2024-09-30 $4,059,000 45,000
2024-09-30 $35,809,400 397,000
2024-09-30 $2,497,873,600 27,692,612
2024-06-30 $2,292,091,650 27,335,619
2024-06-30 $18,866,250 225,000
2024-06-30 $19,855,680 236,800
2024-03-31 $29,304,000 300,000
2024-03-31 $2,520,914,888 25,807,892
2023-12-31 $2,497,486,021 25,242,430
2023-12-31 $19,788,000 200,000
2023-09-30 $2,253,441,365 26,709,036
2023-09-30 $20,628,465 244,500
2023-06-30 $2,372,215,845 26,267,477
2023-06-30 $45,155,000 500,000
2023-03-31 $2,244,387,636 25,186,709
2022-12-31 $17,657,940 194,900
2022-12-31 $2,179,729,996 24,058,830
2022-09-30 $2,112,705,225 24,106,632
2022-09-30 $8,764,000 100,000
2022-09-30 $26,397,168 301,200
2022-06-30 $2,160,353,741 22,463,905
2022-06-30 $38,564,170 401,000
2022-03-31 $2,554,364,297 21,652,660
2022-03-31 $64,883,500 550,000
2021-12-31 $2,281,175,126 21,176,895
2021-09-30 $2,441,576,992 24,481,871
2021-06-30 $2,574,614,135 25,103,492
2021-06-30 $107,667,488 1,049,800
2021-03-31 $89,966,640 1,009,500
2021-03-31 $2,044,277,156 22,938,478
2021-03-31 $9,134,800 102,500