13F Insight
DOSSIER · 13F-HR · Q3 2026

BANK OF MONTREAL /CAN/

$312.7B in tracked AUM across 14,866 positions as of Q3 2026.

BO
CIK 0000927971 · last filed Sep 30, 2026
Total AUM
$312.7B
as of Q3 2026
Holdings
14,866
+89 QoQ
positions
Whale Score
68
68
tracked
Activity
3205
+274 new, −185 sold
changes this Q
AI Analysis · Q3 2026

BANK OF MONTREAL /CAN/ filed its latest 13F-HR for Q3 2026. 3205 position changes this quarter — 274 new, 185 exited, 1481 added, 1265 trimmed.

Quarter at a glance — Q3 2026

3205 material changes this filing.

ADD
G17977110BURFORD CAPITAL LIMITED
+364K sh
$-4.9B
0.0%
NEW
M8769Q102TEVA PHARMACEUTICAL INDS LTD
+1.1M sh
+$4.5B
1.4%
TRIM
QQQINVESCO QQQ TR
-5.8M sh
$-4.3B
0.5%
ADD
METAMETA PLATFORMS INC
+4.3M sh
+$4.1B
2.3%
ADD
NVDANVIDIA CORPORATION
+8.3M sh
+$3.7B
5.4%
TRIM
MSFTMICROSOFT CORP
-113K sh
+$2.1B
2.5%
ADD
AAPLAPPLE INC
+2.0M sh
+$1.9B
3.2%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$16.9B74.1M5.4%02
RY
ROYAL BK CDA
$11.7B59.7M3.8%03
SPY
STATE STR SPDR S&P 500 ETF T
$11.6B15.2M3.7%04
AAPL
APPLE INC
$10.0B29.9M3.2%05
GOOGL
ALPHABET INC
$8.4B24.4M2.7%06
MSFT
MICROSOFT CORP
$7.7B15.0M2.5%07
TD
TORONTO DOMINION BK ONT
$7.3B62.5M2.3%08
META
META PLATFORMS INC
$7.3B10.1M2.3%09
AMZN
AMAZON COM INC
$7.0B28.3M2.3%10
IWM
ISHARES TR
$5.1B18.5M1.6%

Filing history

2026Q3Sep 30
$312.7B▲ 3.0%
14,866 positionsView →2026Q2Jun 30
$303.7B▲ 13.1%
14,271 positionsView →2026Q1Mar 31
$268.5B▼ 7.0%
13,875 positionsView →2025Q4Dec 31
$288.7B▲ 10.8%
13,531 positionsView →2025Q3Sep 30
$260.7B▲ 22.3%
13,045 positionsLocked2025Q2Jun 30
$213.2B▲ 3.6%
13,024 positionsLocked2025Q1Mar 31
$205.8B▼ 4.1%
12,894 positionsLocked2024Q4Dec 31
$214.7B▼ 5.6%
12,775 positionsLocked2024Q3Sep 30
$227.4B▼ 34.0%
13,901 positionsLocked2024Q2Jun 30
$344.5B▲ 4.4%
12,093 positionsLocked2024Q1Mar 31
$329.8B▲ 0.0%
11,983 positionsLocked2023Q4Dec 31
$329.7B▲ 14.1%
11,901 positionsLocked
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