BANK OF MONTREAL /CAN/

Bank

Position in BX — Blackstone Inc.

CIK 927971 TORONTO, A6

Back to BX Full portfolio

Position in BX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$103,556,424

-$58,467,831 QoQ

Shares Held

900,569

-14.3% QoQ

Ownership

0.121%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96.87375425980686.ToString("F0")% Shared 0.ToString("F0")% None 3.1262457401931445.ToString("F0")%

Common Shares in BX Over Time

Shares Held

Position Value (USD)

Derivatives in BX

reported options exposure · as of Sep 30, 2024

CallValue

$9,570,625

CallShares

62,500

PutValue

PutShares

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 Asset Management

Financial Services · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $3,898,927,616 across 63 Asset Management names. BX ranks #7 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	54,786,930	$2,217,227,052
2	BAM	Brookfield Asset Management Ltd.	10,513,011	$467,303,334
3	EQH	Equitable Holdings, Inc.	4,905,475	$182,042,174
4	BLK	BlackRock, Inc.	174,002	$167,339,459
5	APO	Apollo Global Management, Inc.	1,121,964	$125,009,223
6	STT	State Street Corp	956,904	$121,105,766
7	BX	Blackstone Inc. This page	900,569	$103,556,424
8	TROW	Price T Rowe Group Inc	923,661	$83,258,798

All Filings in BX

Export CSV

37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$103,556,424	900,569	-14.3%	Shares	Defined	2026-05-13
2025-12-31	$162,024,255	1,051,150	+14.0%	Shares	Defined	2026-02-12
2025-09-30	$157,547,444	922,139	+7.9%	Shares	Defined	2025-11-13
2025-06-30	$127,887,307	854,976	-13.4%	Shares	Defined	2025-08-05
2025-03-31	$138,042,810	987,572	-8.3%	Shares	Defined	2025-05-13
2024-12-31	$185,743,407	1,077,273	+1623.6%	Shares	Defined	2025-02-13
2024-09-30	$9,570,625	62,500	-94.5%	Call	Defined	2024-11-13
2024-09-30	$173,172,722	1,130,887	+2.6%	Shares	Defined	2024-11-13
2024-06-30	$136,467,337	1,102,321	+5794.8%	Shares	Defined	2024-08-14
2024-03-31	$2,456,619	18,700	0.0%	Call	Defined	2024-05-13
2024-03-31	$2,456,619	18,700	-98.2%	Put	Defined	2024-05-13
2024-03-31	$133,286,423	1,014,588	-11.9%	Shares	Defined	2024-05-13
2023-12-31	$150,740,239	1,151,392	+4362.8%	Shares	Defined	2024-02-08
2023-12-31	$3,377,736	25,800	0.0%	Call	Defined	2024-02-08
2023-12-31	$3,377,736	25,800	-97.3%	Put	Defined	2024-02-08
2023-09-30	$100,573,709	938,713	+3538.4%	Shares	Defined	2023-11-01
2023-09-30	$2,764,212	25,800	-72.8%	Call	Defined	2023-11-01
2023-09-30	$10,146,158	94,700	-86.4%	Put	Defined	2023-11-01
2023-06-30	$64,730,638	696,253	-18.5%	Shares	Defined	2023-08-02
2023-03-31	$75,057,521	854,480	+2748.3%	Shares	Defined	2024-06-13
2022-12-31	$2,225,700	30,000	-95.0%	Put	Defined	2023-02-01
2022-12-31	$44,941,554	605,763	+57.9%	Shares	Defined	2023-02-01
2022-09-30	$32,117,947	383,727	+206.5%	Shares	Defined	2022-11-10
2022-09-30	$10,479,240	125,200	+13.8%	Put	Defined	2022-11-10
2022-06-30	$10,035,300	110,000	-73.6%	Put	Defined	2022-08-11
2022-06-30	$37,968,373	416,183	-26.4%	Shares	Defined	2022-08-11
2022-03-31	$71,795,990	565,590	-40.3%	Shares	Defined	2022-05-12
2021-12-31	$122,605,820	947,568	+34.3%	Shares	Defined	2022-02-11
2021-09-30	$82,054,599	705,300	+85.1%	Shares	Defined	2021-11-12
2021-06-30	$37,021,216	381,112	+90.6%	Shares	Defined	2021-08-12
2021-03-31	$14,906,000	200,000	-58.8%	Put	Defined	2021-05-13
2021-03-31	$36,183,344	485,487	+29.7%	Shares	Defined	2021-05-13
2020-12-31	$24,263,435	374,378	+87.2%	Shares	Defined	2021-02-12
2020-12-31	$12,962,000	200,000	-23.1%	Put	Defined	2021-02-12
2020-09-30	$13,568,500	259,933	-25.7%	Shares	Defined	2020-11-12
2020-06-30	$19,810,826	349,644	+79.7%	Shares	Defined	2020-08-12
2020-03-31	$8,868,785	194,619	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.