BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q4 2025
Top Holdings3,580 positions
ROYAL BK CDA | 59.6M | $10.2B | 3.5% | $75.17 | +123.93% | 21 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORPORATION | 54.2M | $10.1B | 3.5% | $54.21 | +243.23% | 21 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 28.2M | $7.7B | 2.7% | $157.61 | +72.02% | 21 qtrssince 2020-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 126.9M | $7B | 2.4% | — | — | — | Increased — |
MICROSOFT CORP | 14.2M | $6.9B | 2.4% | $280.41 | +71.38% | 21 qtrssince 2020-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 42.7M | $6.6B | 2.3% | — | — | — | New — |
TORONTO DOMINION BK ONT | 69.8M | $6.6B | 2.3% | $50.25 | +83.49% | 21 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 20.2M | $6.3B | 2.2% | $110.66 | +182.29% | 21 qtrssince 2020-Q4 | Decreased 0 |
BURFORD CAPITAL LIMITED | 6.8M | $6.1B | 2.1% | $12.02 | -26.81% | 21 qtrssince 2020-Q4 | Increased 67 |
META PLATFORMS INC | 8.3M | $5.5B | 1.9% | $448.41 | +46.83% | 21 qtrssince 2020-Q4 | Increased 73 |
AMAZON COM INC | 21.9M | $5B | 1.7% | $156.67 | +47.33% | 21 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 7.1M | $4.8B | 1.7% | $455.69 | +48.49% | 21 qtrssince 2020-Q4 | Increased 54 |
BANK NOVA SCOTIA B C | 57.9M | $4.3B | 1.5% | $44.54 | +60.65% | 21 qtrssince 2020-Q4 | Increased 54 |
BROADCOM INC | 11.2M | $3.9B | 1.3% | $72.99 | +371.57% | 21 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN IMPERIAL BANK OF CO | 42.4M | $3.8B | 1.3% | $46.11 | +92.33% | 21 qtrssince 2020-Q4 | Increased 56 |
BANK OF MONTREAL | 28.2M | $3.7B | 1.3% | $70.64 | +80.98% | 21 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 11.2M | $3.5B | 1.2% | $105.75 | +196.15% | 21 qtrssince 2020-Q4 | Increased 51 |
TESLA INC | 7.8M | $3.5B | 1.2% | $268.28 | +67.63% | 21 qtrssince 2020-Q4 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 4.8M | $3.3B | 1.1% | — | — | — | Decreased — |
TC ENERGY CORP | 49.4M | $2.7B | 0.9% | $40.56 | +31.65% | 21 qtrssince 2020-Q4 | Increased 55 |
BANK OF MONTREAL /CAN/ manages $288.7B across 3580 positions as of Q4 2025. Top holdings: RY (3.5%), NVDA (3.5%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 265 new positions, 193 exits, 1411 increased. Top move: META (INCREASED, conviction 73). Portfolio: $288.7B across 3580 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