BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q1 2026
Top Holdings3,733 positions
ROYAL BK CDA | 62.2M | $10.1B | 3.7% | $78.59 | +103.24% | 22 qtrssince 2020-Q4 | Increased 61 |
NVIDIA CORPORATION | 55.8M | $9.7B | 3.6% | $57.52 | +202.51% | 22 qtrssince 2020-Q4 | Increased 60 |
TORONTO DOMINION BK ONT | 75.3M | $7B | 2.6% | $53.28 | +71.42% | 22 qtrssince 2020-Q4 | Increased 59 |
APPLE INC | 27.3M | $6.9B | 2.6% | $157.61 | +60.73% | 22 qtrssince 2020-Q4 | Decreased 0 |
BURFORD CAPITAL LIMITED | 7.4M | $6.9B | 2.6% | $11.42 | -60.95% | 22 qtrssince 2020-Q4 | Increased 60 |
ALPHABET INC | 19.5M | $5.6B | 2.1% | $110.66 | +159.53% | 22 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 15M | $5.6B | 2.1% | $285.20 | +29.27% | 22 qtrssince 2020-Q4 | Increased 58 |
AMAZON COM INC | 24.6M | $5.1B | 1.9% | $162.49 | +28.17% | 22 qtrssince 2020-Q4 | Increased 57 |
BANK NOVA SCOTIA HALIFAX | 56.1M | $3.9B | 1.4% | $44.54 | +51.10% | 22 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN IMPERIAL BK COMM | 40.9M | $3.9B | 1.4% | $46.11 | +102.77% | 22 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 6M | $3.9B | 1.4% | $455.69 | +42.00% | 22 qtrssince 2020-Q4 | Decreased 0 |
BANK MONTREAL QUE | 28M | $3.8B | 1.4% | $70.64 | +88.72% | 22 qtrssince 2020-Q4 | Decreased 0 |
TC ENERGY CORP | 54.3M | $3.4B | 1.3% | $42.45 | +44.61% | 22 qtrssince 2020-Q4 | Increased 55 |
META PLATFORMS INC | 5.9M | $3.4B | 1.3% | $448.41 | +27.37% | 22 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN NAT RES LTD | 63.9M | $3.1B | 1.2% | $22.73 | +110.26% | 22 qtrssince 2020-Q4 | Decreased 0 |
ENBRIDGE INC | 57.2M | $3.1B | 1.2% | $28.19 | +87.07% | 22 qtrssince 2020-Q4 | Increased 52 |
BROADCOM INC | 9.9M | $3.1B | 1.1% | $72.99 | +322.60% | 22 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 9.9M | $2.8B | 1.1% | $105.75 | +170.92% | 22 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORPORATION | 16M | $2.8B | 1.0% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 4.1M | $2.7B | 1.0% | — | — | — | Decreased — |
BANK OF MONTREAL /CAN/ manages $268.5B across 3733 positions as of Q1 2026. Top holdings: RY (3.7%), NVDA (3.6%), TD (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 276 new positions, 236 exits, 1320 increased. Top move: RY (INCREASED, conviction 61). Portfolio: $268.5B across 3733 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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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