Position in KMI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$151,235,262
+$86,453 QoQ
Shares Held
4,730,537
+4.9% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#48
of 1,805 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in KMI Over Time
Shares Held
Position Value (USD)
Derivatives in KMI
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$5,498,000
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 Oil & Gas Midstream
Energy · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $5,304,029,702 across 23 Oil & Gas Midstream names. KMI ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENB |
Enbridge Inc
|
61,486,532 | $3,333,184,895 | |
| 2 | PBA |
Pembina Pipeline Corp
|
21,611,518 | $999,532,704 | |
| 3 | WMB |
Williams Companies, Inc.
|
3,375,356 | $250,923,961 | |
| 4 | SOBO |
South Bow Corp
|
5,554,724 | $195,748,470 | |
| 5 | KMI |
Kinder Morgan, Inc.
This page
|
4,730,537 | $151,235,262 | |
| 6 | MPLX |
Mplx LP
|
2,549,532 | $143,615,136 | |
| 7 | TRGP |
Targa Resources Corp.
|
279,363 | $74,908,391 | |
| 8 | OKE |
Oneok Inc /New/
|
778,102 | $67,648,184 |
All Filings in KMI
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,235,262 | 4,730,537 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $151,148,809 | 4,507,868 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,498,000 | 200,000 | Put | Defined | 2026-02-12 | |
| 2025-12-31 | $136,704,192 | 4,972,870 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,821,850 | 135,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $131,424,472 | 4,642,334 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,470,000 | 50,000 | Call | Defined | 2025-08-05 | |
| 2025-06-30 | $121,381,777 | 4,128,632 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $124,290,400 | 4,356,481 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $4,165,380 | 146,000 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $158,758,474 | 5,794,105 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $4,000,400 | 146,000 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $165,362,069 | 7,485,834 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $145,481,818 | 7,321,682 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $143,157,415 | 7,805,748 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $159,965,567 | 9,068,343 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $5,292,000 | 300,000 | Call | Defined | 2024-02-08 | |
| 2023-09-30 | $143,127,628 | 8,632,547 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $138,206,615 | 8,025,936 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $138,695,447 | 7,920,928 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $132,776,571 | 7,343,837 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $104,231,924 | 6,263,938 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $94,316,664 | 5,627,486 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $90,748,539 | 4,798,971 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $77,645,688 | 4,895,693 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $74,591,219 | 4,458,531 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $45,495,859 | 2,495,659 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $46,418,298 | 2,787,886 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $489,386 | 35,800 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $105,223,428 | 7,697,398 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $56,771,878 | 4,604,370 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $102,124,981 | 6,732,036 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $65,736,083 | 4,722,420 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||