BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q2 2026
Top Holdings3,831 positions
ROYAL BK CDA | 60.6M | $12.5B | 4.1% | $78.59 | +151.70% | 23 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORPORATION | 50.4M | $10.1B | 3.3% | $57.52 | +272.27% | 23 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 26.7M | $7.7B | 2.5% | $157.61 | +117.91% | 23 qtrssince 2020-Q4 | Decreased 0 |
TORONTO DOMINION BK ONT | 62.7M | $7.6B | 2.5% | $53.28 | +125.96% | 23 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 19.2M | $6.9B | 2.3% | $110.66 | +207.77% | 23 qtrssince 2020-Q4 | Decreased 0 |
AMAZON COM INC | 23.4M | $5.6B | 1.8% | $162.49 | +53.85% | 23 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 14.6M | $5.5B | 1.8% | $285.20 | +85.50% | 23 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL | 28.1M | $5B | 1.6% | $71.13 | +134.88% | 23 qtrssince 2020-Q4 | Increased 50 |
BURFORD CAP LTD | 5.2M | $4.9B | 1.6% | $11.42 | -73.73% | 23 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN IMPERIAL BANK OF CO | 42.5M | $4.9B | 1.6% | $48.69 | +131.00% | 23 qtrssince 2020-Q4 | Increased 52 |
STATE STR SPDR S&P 500 ETF T | 6.4M | $4.8B | 1.6% | $477.33 | +59.90% | 23 qtrssince 2020-Q4 | Increased 54 |
BANK NOVA SCOTIA B C | 51.9M | $4.5B | 1.5% | $44.54 | +105.67% | 23 qtrssince 2020-Q4 | Decreased 0 |
BROADCOM INC | 11.7M | $4.4B | 1.5% | $121.12 | +171.42% | 23 qtrssince 2020-Q4 | Increased 59 |
ALPHABET INC | 10.5M | $3.7B | 1.2% | $120.95 | +178.56% | 23 qtrssince 2020-Q4 | Increased 54 |
ENBRIDGE INC | 61.5M | $3.3B | 1.1% | $29.95 | +60.60% | 23 qtrssince 2020-Q4 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 4.4M | $3.3B | 1.1% | — | — | — | Increased — |
META PLATFORMS INC | 5.5M | $3.1B | 1.0% | $448.41 | +58.19% | 23 qtrssince 2020-Q4 | Decreased 0 |
TESLA INC | 7M | $3B | 1.0% | $276.36 | +28.36% | 23 qtrssince 2020-Q4 | Increased 48 |
ADVANCED MICRO DEVICES INC | 5M | $2.9B | 1.0% | $126.28 | +318.72% | 23 qtrssince 2020-Q4 | Decreased 0 |
INVESCO QQQ TR | 3.9M | $2.9B | 0.9% | — | — | — | New — |
BANK OF MONTREAL /CAN/ manages $303.7B across 3831 positions as of Q2 2026. Top holdings: RY (4.1%), NVDA (3.3%), AAPL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 308 new positions, 193 exits, 1707 increased. Top move: AVGO (INCREASED, conviction 59). Portfolio: $303.7B across 3831 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR