BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q2 2025
Top Holdings3,495 positions
NVIDIA CORPORATION | 61.1M | $9.7B | 4.5% | $130.69 | +20.60% | 3 qtrssince 2024-Q4 | Decreased 0 |
ROYAL BK CDA | 63.7M | $8.4B | 3.9% | $115.69 | +11.32% | 3 qtrssince 2024-Q4 | Decreased 0 |
MICROSOFT CORP | 13.3M | $6.6B | 3.1% | $415.78 | +18.46% | 3 qtrssince 2024-Q4 | Decreased 0 |
APPLE INC | 27.8M | $5.7B | 2.7% | $247.91 | -17.64% | 3 qtrssince 2024-Q4 | Increased 55 |
TORONTO DOMINION BK ONT | 76.6M | $5.6B | 2.6% | $50.89 | +39.80% | 3 qtrssince 2024-Q4 | Decreased 0 |
AMAZON COM INC | 22.9M | $5B | 2.4% | $221.50 | +0.81% | 3 qtrssince 2024-Q4 | Increased 61 |
SPDR S&P 500 ETF TR | 7.7M | $4.8B | 2.2% | $574.79 | +6.05% | 3 qtrssince 2024-Q4 | Decreased 0 |
SPDR S&P 500 ETF TR | 6.7M | $4.2B | 2.0% | — | — | — | Increased — |
META PLATFORMS INC | 5.3M | $3.9B | 1.8% | $587.52 | +25.12% | 3 qtrssince 2024-Q4 | Increased 52 |
ALPHABET INC | 21.1M | $3.7B | 1.7% | $187.57 | -6.37% | 3 qtrssince 2024-Q4 | Increased 53 |
BANK NOVA SCOTIA HALIFAX | 59.4M | $3.3B | 1.5% | $49.78 | +6.24% | 3 qtrssince 2024-Q4 | Decreased 0 |
NETFLIX INC | 2.4M | $3.2B | 1.5% | $89.13 | +50.24% | 3 qtrssince 2024-Q4 | Decreased 0 |
BANK MONTREAL QUE | 28.4M | $3.1B | 1.5% | $92.43 | +16.67% | 3 qtrssince 2024-Q4 | Decreased 0 |
BROADCOM INC | 11.4M | $3.1B | 1.5% | $229.02 | +19.48% | 3 qtrssince 2024-Q4 | Increased 50 |
CANADIAN NAT RES LTD | 92.7M | $2.9B | 1.4% | $29.51 | +3.41% | 3 qtrssince 2024-Q4 | Increased 61 |
CANADIAN IMPERIAL BK COMM TO | 40.6M | $2.9B | 1.4% | $59.23 | +17.04% | 3 qtrssince 2024-Q4 | Decreased 0 |
BROOKFIELD CORP | 46.5M | $2.9B | 1.4% | $37.87 | +8.02% | 3 qtrssince 2024-Q4 | Decreased 0 |
ENBRIDGE INC | 55.2M | $2.5B | 1.2% | $40.35 | +9.42% | 3 qtrssince 2024-Q4 | Decreased 0 |
TC ENERGY CORP | 45.6M | $2.2B | 1.0% | $45.40 | +6.29% | 3 qtrssince 2024-Q4 | Decreased 0 |
TESLA INC | 6.9M | $2.2B | 1.0% | $403.09 | -21.19% | 3 qtrssince 2024-Q4 | Increased 51 |
BANK OF MONTREAL /CAN/ manages $213.2B across 3495 positions as of Q2 2025. Top holdings: NVDA (4.5%), RY (3.9%), MSFT (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 225 new positions, 196 exits, 1222 increased. Top move: AMZN (INCREASED, conviction 61). Portfolio: $213.2B across 3495 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR