How many stocks does Bank of Montreal own?

As of Q2 2026, Bank of Montreal holds 3,831 positions in their 13F portfolio.

What is Bank of Montreal's largest holding?

RY at 4.1% of portfolio, worth $12.5B.

What is Bank of Montreal's total portfolio value?

$303.7B as of Q2 2026, tracked across 3,831 holdings.

Is Bank of Montreal a hedge fund?

Bank of Montreal is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Bank of Montreal report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Bank of Montreal's portfolio changed in Q2 2026?

View Bank of Montreal's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is Bank of Montreal's investment strategy?

Bank of Montreal is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Bank of Montreal

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings3,831 positions

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Activity:

				Price Trend
RY Royal Bank Of Canada	60.6M	$12.5B	4.1%	—	$78.10	+157.58%	23 qtrssince 2020-Q4	Decreased 0
NVDA NVIDIA Corporation	50.4M	$10.1B	3.3%	—	$57.52	+224.48%	23 qtrssince 2020-Q4	Decreased 0
AAPL Apple Inc.	26.7M	$7.7B	2.5%	—	$157.61	+117.22%	23 qtrssince 2020-Q4	Decreased 0
TD The Toronto Dominion Bank	62.7M	$7.6B	2.5%	—	$53.28	+129.73%	23 qtrssince 2020-Q4	Decreased 0
GOOGL Alphabet Inc.	19.2M	$6.9B	2.3%	—	$110.66	+157.34%	23 qtrssince 2020-Q4	Decreased 0
AMZN Amazon.com, Inc.	23.4M	$5.6B	1.8%	—	$162.49	+59.57%	23 qtrssince 2020-Q4	Decreased 0
MSFT Microsoft Corporation	14.6M	$5.5B	1.8%	—	$285.20	+86.05%	23 qtrssince 2020-Q4	Decreased 0
BMO Bank Of Montreal	28.1M	$5B	1.6%	—	$70.64	+142.27%	23 qtrssince 2020-Q4	Increased 50
BUR Burford Capital Limited	5.2M	$4.9B	1.6%	—	$11.42	-68.57%	23 qtrssince 2020-Q4	Decreased 0
CM Canadian Imperial Bank of Commerce	42.5M	$4.9B	1.6%	—	$48.69	+136.54%	23 qtrssince 2020-Q4	Increased 52
SPY ETF STATE STR SPDR S&P 500 ETF T	6.4M	$4.8B	1.6%	—	$477.33	+54.04%	23 qtrssince 2020-Q4	Increased 54
BNS Bank Nova Scotia Halifax Pfd 3	51.9M	$4.5B	1.5%	—	$44.54	+105.88%	23 qtrssince 2020-Q4	Decreased 0
AVGO Broadcom Inc.	11.7M	$4.4B	1.5%	—	$121.12	+142.48%	23 qtrssince 2020-Q4	Increased 59
GOOG Alphabet Inc.	10.5M	$3.7B	1.2%	—	$120.95	+134.75%	23 qtrssince 2020-Q4	Increased 54
ENB Enbridge Inc	61.5M	$3.3B	1.1%	—	$29.95	+56.56%	23 qtrssince 2020-Q4	Increased 54
SPY PUT STATE STR SPDR S&P 500 ETF T	4.4M	$3.3B	1.1%	—	—	—	—	Increased —
META Meta Platforms, Inc.	5.5M	$3.1B	1.0%	—	$448.41	+36.07%	23 qtrssince 2020-Q4	Decreased 0
TSLA Tesla, Inc.	7M	$3B	1.0%	—	$276.36	+29.62%	23 qtrssince 2020-Q4	Increased 48
AMD Advanced Micro Devices, Inc.	5M	$2.9B	1.0%	—	$126.28	+255.60%	23 qtrssince 2020-Q4	Decreased 0
QQQ PUT Invesco QQQ Trust, Series 1	3.9M	$2.9B	0.9%	—	—	—	—	New —

$303.7B

AUM

3,831

Positions

Q2 2026

Filing

HI rating · 4.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$205,797,222,620	-4.13725947749%
2025-Q2	$213,209,020,027	3.6015050702%
2025-Q3	$260,693,510,338	22.2713327536%
2025-Q4	$288,733,290,837	10.755841395%
2026-Q1	$268,538,461,023	-6.99428519498%
2026-Q2	$303,651,028,288	13.0754332661%