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CIK: 0000927971
Total reported value
$303.7B
$303.7B
3457 檔
14.6%
During the Q3 2024 filing period, Bank Of Montreal /can/ (CIK: 0000927971) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $303.7B across 3457 reported positions.
In Q3 2024, Bank Of Montreal /can/ displayed an active expansion posture, initiating 7 new positions and adding to 107 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3457 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.79% | -0.57% | +44.04% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.96% | +0.21% | +19.50% | |
| 3 | RY | Royal Bank Of Canada | Stock-Financials | 3.95% | +0.39% | -4.81% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.55% | -0.02% | +0.28% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.47% | -5.42% | |
| 6 | TD | Toronto-dominion Bank | Stock-Financials | 2.58% | -0.15% | +5.85% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | -0.37% | +3.87% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.76% | +0.11% | +1.19% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.49% | -0.50% | +3.39% | |
| 10 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.48% | +0.05% | -12.89% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.25% | — | +51.73% | |
| 12 | BUR | Burford Capital Limited | Stock-Other | 1.24% | -0.96% | -48.04% | |
| 13 | BN | Brookfield CORP | Stock-Financials | 1.24% | -0.03% | +0.29% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.33% | +814.37% | |
| 15 | BMO | Bank Of Montreal | Stock-Financials | 1.12% | +0.19% | +1.21% | |
| 16 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.11% | +0.17% | -22.94% | |
| 17 | TRP | Tc Energy CORP | Stock-Energy | 1.10% | -0.46% | +5.09% | |
| 18 | ENB | Enbridge Inc | Stock-Energy | 1.08% | -0.07% | -4.22% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.16% | +4.26% | |
| 20 | CNQ | Canadian Natural Resources | Stock-Energy | 0.91% | -0.33% | +2.65% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.91% | +1.55% | -38.16% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.89% | -0.28% | -12.07% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | -0.02% | -28.63% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.01% | +1.66% | |
| 25 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.81% | +0.04% | -0.10% | |
| 26 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.76% | -0.01% | +1.21% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.16% | +4.74% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.05% | +2.70% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.02% | +13.84% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.68% | -0.02% | +57.55% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.13% | +2.73% | |
| 32 | WCN | Waste Connections Inc | Stock-Industrials | 0.65% | -0.02% | +2.26% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.10% | +10.69% | |
| 34 | MFC | Manulife Financial CORP | Stock-Financials | 0.64% | +0.01% | -9.86% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.60% | +0.02% | +30.74% | |
| 36 | TU | Telus CORP | Stock-Other | 0.59% | -0.07% | +15.86% | |
| 37 | BCE | Bce Inc | Stock-Comm Services | 0.54% | -0.07% | -7.27% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.53% | -0.04% | +216.62% | |
| 39 | FTS | Fortis Inc | Stock-Utilities | 0.53% | -0.06% | -0.56% | |
| 40 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.49% | -0.03% | +4.54% | |
| 41 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.47% | — | +868.52% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.12% | -11.07% | |
| 43 | SU | Suncor Energy Inc | Stock-Energy | 0.45% | -0.14% | +4.33% | |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.45% | -0.04% | +1.60% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.44% | +0.14% | +673.00% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.02% | +2.07% | |
| 47 | RCI | Rogers Communications Inc-b | Stock-Other | 0.42% | -0.11% | -1.23% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | +0.86% | +9.52% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | — | -5.59% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.10% | -1.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | +44.04% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +19.50% | Add |
| 3 | RY | Royal Bank Of Canada | +1.2% | -4.81% | Trim |
| 4 | TD | Toronto-dominion Bank | +1% | +5.85% | Add |
| 5 | AMZN | Amazon.com Inc | +0.7% | +3.87% | Add |
| 6 | MA | Mastercard Inc - A | +0.7% | +51.73% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +3.39% | Add |
| 8 | MSFT | Microsoft CORP | +0.5% | -5.42% | Trim |
| 9 | BN | Brookfield CORP | +0.5% | +0.29% | Add |
| 10 | FLUT | Flutter Entertainment plc | +0.4% | +868.52% | Add |
| 11 | TRP | Tc Energy CORP | +0.4% | +5.09% | Add |
| 12 | NOW | Servicenow Inc | +0.4% | +216.62% | Add |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | +673.00% | Add |
| 14 | IWM | Ishares Russell 2000 ETF | +0.4% | +57.55% | Add |
| 15 | ENB | Enbridge Inc | +0.3% | -4.22% | Trim |
| 16 | BMO | Bank Of Montreal | +0.3% | +1.21% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +13.84% | Add |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +30.74% | Add |
| 19 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +233.73% | Add |
| 20 | UNH | Unitedhealth Group Inc | +0.3% | +10.69% | Add |
| 21 | AVGO | Broadcom Inc | +0.3% | +814.37% | Add |
| 22 | CP | Canadian Pacific Kansas City | +0.2% | +1.21% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | +1.66% | Add |
| 24 | GLD | Spdr Gold Shares | +0.2% | +369.07% | Add |
| 25 | TU | Telus CORP | +0.2% | +15.86% | Add |
| 26 | CM | Can Imperial Bk Of Commerce | +0.2% | -22.94% | Trim |
| 27 | COST | Costco Wholesale CORP | +0.2% | +2.70% | Add |
| 28 | CNQ | Canadian Natural Resources | +0.2% | +2.65% | Add |
| 29 | BIP | Brookfield Infrastructure Partners L.P. | +0.2% | +1.60% | Add |
| 30 | GOOG | Alphabet Inc-cl C | +0.2% | +4.26% | Add |
| 31 | PBA | Pembina Pipeline CORP | +0.2% | +4.54% | Add |
| 32 | FTS | Fortis Inc | +0.2% | -0.56% | Trim |
| 33 | WCN | Waste Connections Inc | +0.2% | +2.26% | Add |
| 34 | SLF | Sun Life Financial Inc | +0.2% | +9.64% | Add |
| 35 | NFLX | Netflix Inc | +0.2% | -12.07% | Trim |
| 36 | ABBV | Abbvie Inc | +0.1% | +10.44% | Add |
| 37 | GS | Goldman Sachs Group Inc | +0.1% | +9.22% | Add |
| 38 | AEM | Agnico Eagle Mines LTD | +0.1% | -7.00% | Trim |
| 39 | JNJ | Johnson & Johnson | +0.1% | +2.07% | Add |
| 40 | AMD | Advanced Micro Devices | +0.1% | +9.52% | Add |
| 41 | TRI4EUR | Thomson Reuters CORP | +0.1% | +9.49% | Add |
| 42 | HD | Home Depot Inc | +0.1% | -2.58% | Trim |
| 43 | PAVE | Global X US Infrastructure | +0.1% | +3.01% | Add |
| 44 | ACN | Accenture plc | +0.1% | +9.55% | Add |
| 45 | SHOP | Shopify Inc - Class A | +0.1% | -10.11% | Trim |
| 46 | XME | Ss Spdr S&p Metals Mining | +0.1% | +444516.37% | Add |
| 47 | MDT | Medtronic plc | +0.1% | +64.96% | Add |
| 48 | PM | Philip Morris International | +0.1% | +44.03% | Add |
| 49 | GDX | Vaneck Gold Miners ETF | +0.1% | +16.64% | Add |
| 50 | LIN | Linde plc | +0.1% | +7.36% | Add |
According to official SEC Form 13F filings, Bank Of Montreal /can/ reported a total U.S. public equity portfolio value of $303.7B across 3457 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPY, RY) accounted for 14.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
BABA
市值: $63.9M
Top Position Liquidated / Trimmed
TEL
前期市值: $175.0M
During Q3 2024, Bank Of Montreal /can/'s top holdings by market value included NVDA (4.8%)、SPY (4.0%)、RY (4.0%). The largest single position, NVDA, represented 4.8% of total portfolio value.
In Q3 2024, Bank Of Montreal /can/ made 200 total portfolio adjustments, initiating 7 new buys, adding to 107 positions, trimming 82 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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