BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q3 2025
Top Holdings3,500 positions
NVIDIA CORPORATION | 59.4M | $11.1B | 4.2% | $54.21 | +243.35% | 20 qtrssince 2020-Q4 | Decreased 0 |
ROYAL BK CDA | 62.7M | $9.2B | 3.5% | $75.17 | +93.50% | 20 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 29.5M | $7.5B | 2.9% | $157.61 | +60.96% | 20 qtrssince 2020-Q4 | Increased 58 |
MICROSOFT CORP | 14.3M | $7.4B | 2.8% | $280.41 | +83.20% | 20 qtrssince 2020-Q4 | Increased 59 |
BURFORD CAPITAL LIMITED | 5.4M | $6.5B | 2.5% | $12.82 | -7.98% | 20 qtrssince 2020-Q4 | Increased 60 |
TORONTO DOMINION BK ONT | 69.8M | $5.6B | 2.1% | $50.25 | +55.74% | 20 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 7.9M | $5.3B | 2.0% | — | — | — | Increased — |
ALPHABET INC | 20.8M | $5.1B | 1.9% | $110.66 | +119.11% | 20 qtrssince 2020-Q4 | Decreased 0 |
AMAZON COM INC | 22.8M | $5B | 1.9% | $156.67 | +40.15% | 20 qtrssince 2020-Q4 | Decreased 0 |
ARISTA NETWORKS INC | 1.8M | $4.7B | 1.8% | $111.60 | +30.56% | 4 qtrssince 2024-Q4 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 6.6M | $4.4B | 1.7% | $439.16 | +50.07% | 20 qtrssince 2020-Q4 | Decreased 0 |
BROADCOM INC | 11.7M | $3.9B | 1.5% | $72.99 | +348.65% | 20 qtrssince 2020-Q4 | Increased 52 |
BANK OF MONTREAL | 28.5M | $3.7B | 1.4% | $70.64 | +81.62% | 20 qtrssince 2020-Q4 | Increased 50 |
META PLATFORMS INC | 5M | $3.7B | 1.4% | $312.67 | +134.08% | 20 qtrssince 2020-Q4 | Decreased 0 |
BANK NOVA SCOTIA B C | 53.9M | $3.5B | 1.3% | $42.51 | +47.65% | 20 qtrssince 2020-Q4 | Decreased 0 |
TESLA INC | 7.6M | $3.4B | 1.3% | $265.35 | +67.60% | 20 qtrssince 2020-Q4 | Increased 56 |
CANADIAN IMPERIAL BANK OF CO | 38.4M | $3.1B | 1.2% | $41.68 | +87.58% | 20 qtrssince 2020-Q4 | Decreased 0 |
BROOKFIELD CORP | 43.7M | $3B | 1.1% | $21.12 | +115.07% | 12 qtrssince 2022-Q4 | Decreased 0 |
ENBRIDGE INC | 58M | $2.9B | 1.1% | $27.43 | +76.83% | 20 qtrssince 2020-Q4 | Increased 53 |
ISHARES TR | 4.4M | $2.9B | 1.1% | $573.79 | +15.28% | 20 qtrssince 2020-Q4 | Increased 73 |
BANK OF MONTREAL /CAN/ manages $260.7B across 3500 positions as of Q3 2025. Top holdings: NVDA (4.2%), RY (3.5%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 234 new positions, 302 exits, 1303 increased. Top move: IVV (INCREASED, conviction 73). Portfolio: $260.7B across 3500 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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