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CIK: 0000927971
Total reported value
$303.7B
$303.7B
3147 檔
12.6%
In Q1 2025, Bank Of Montreal /can/'s U.S. equity holdings reached a combined market value of $303.7B, distributed across 3147 disclosed stock positions.
In Q1 2025, Bank Of Montreal /can/ displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3147 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.91% | -0.57% | +35.26% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.19% | +0.21% | +13.06% | |
| 3 | RY | Royal Bank Of Canada | Stock-Financials | 3.98% | +0.39% | +2.85% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.10% | -0.02% | -18.78% | |
| 5 | TD | Toronto-dominion Bank | Stock-Financials | 2.81% | -0.15% | +9.81% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | -0.47% | -13.56% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.63% | -0.10% | +468.62% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | -0.37% | -11.13% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.62% | -0.50% | -5.57% | |
| 10 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.58% | +0.05% | -0.24% | |
| 11 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.56% | +0.17% | +27.43% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.11% | -5.67% | |
| 13 | BMO | Bank Of Montreal | Stock-Financials | 1.49% | +0.19% | +0.83% | |
| 14 | TRP | Tc Energy CORP | Stock-Energy | 1.32% | -0.46% | +27.74% | |
| 15 | ENB | Enbridge Inc | Stock-Energy | 1.25% | -0.07% | +2.15% | |
| 16 | BN | Brookfield CORP | Stock-Financials | 1.22% | -0.03% | -5.77% | |
| 17 | CNQ | Canadian Natural Resources | Stock-Energy | 1.19% | -0.33% | +27.95% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.14% | -0.28% | -12.86% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | -0.02% | +0.33% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.33% | -17.88% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.16% | -6.64% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | -0.13% | -1.64% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | — | +29.83% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.85% | +0.86% | +97.63% | |
| 25 | WCN | Waste Connections Inc | Stock-Industrials | 0.82% | -0.02% | -1.90% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | +0.01% | -12.24% | |
| 27 | MFC | Manulife Financial CORP | Stock-Financials | 0.79% | +0.01% | +12.11% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.77% | -0.02% | +5.45% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.05% | -8.77% | |
| 30 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.71% | -0.01% | -0.83% | |
| 31 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.71% | +0.04% | -4.81% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.02% | -9.02% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.63% | -0.03% | +12.60% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.16% | -7.64% | |
| 35 | TU | Telus CORP | Stock-Other | 0.60% | -0.07% | +2.48% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.56% | +0.02% | +14.04% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.10% | -3.31% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.55% | -0.04% | +2.02% | |
| 39 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.53% | -0.20% | -0.38% | |
| 40 | FTS | Fortis Inc | Stock-Utilities | 0.53% | -0.06% | -4.63% | |
| 41 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.52% | -0.07% | -3.49% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.12% | -8.88% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +1.55% | -66.06% | |
| 44 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.49% | -0.18% | EXIT | |
| 45 | BCE | Bce Inc | Stock-Comm Services | 0.48% | -0.07% | +5.71% | |
| 46 | SU | Suncor Energy Inc | Stock-Energy | 0.47% | -0.14% | +5.47% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.46% | +0.14% | -23.49% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | — | -2.40% | |
| 49 | PAVE | Global X US Infrastructure | ETF-Other | 0.43% | +0.02% | +4.13% | |
| 50 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.42% | -0.03% | -12.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 3 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | TD | Toronto-dominion Bank | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 8 | BUR | Burford Capital Limited | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 11 | BNS | Bank Of Nova Scotia | — | NEW | New buy |
| 12 | CM | Can Imperial Bk Of Commerce | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | BMO | Bank Of Montreal | — | NEW | New buy |
| 15 | TRP | Tc Energy CORP | — | NEW | New buy |
| 16 | ENB | Enbridge Inc | — | NEW | New buy |
| 17 | BN | Brookfield CORP | — | NEW | New buy |
| 18 | CNQ | Canadian Natural Resources | — | NEW | New buy |
| 19 | NFLX | Netflix Inc | — | NEW | New buy |
| 20 | TSLA | Tesla Inc | — | NEW | New buy |
| 21 | AVGO | Broadcom Inc | — | NEW | New buy |
| 22 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 23 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 24 | MA | Mastercard Inc - A | — | NEW | New buy |
| 25 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 26 | WCN | Waste Connections Inc | — | NEW | New buy |
| 27 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 28 | MFC | Manulife Financial CORP | — | NEW | New buy |
| 29 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 30 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 31 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 32 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 34 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 35 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 36 | TU | Telus CORP | — | NEW | New buy |
| 37 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 38 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 39 | NOW | Servicenow Inc | — | NEW | New buy |
| 40 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 41 | FTS | Fortis Inc | — | NEW | New buy |
| 42 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 43 | WMT | Walmart Inc | — | NEW | New buy |
| 44 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 45 | TRI4EUR | Thomson Reuters CORP | — | NEW | New buy |
| 46 | BCE | Bce Inc | — | NEW | New buy |
| 47 | SU | Suncor Energy Inc | — | NEW | New buy |
| 48 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 49 | BAC | Bank Of America CORP | — | NEW | New buy |
| 50 | PAVE | Global X US Infrastructure | — | NEW | New buy |
According to official SEC Form 13F filings, Bank Of Montreal /can/ reported a total U.S. public equity portfolio value of $303.7B across 3147 disclosed positions in Q1 2025.
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 12.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $9.9B
During Q1 2025, Bank Of Montreal /can/'s top holdings by market value included NVDA (4.9%)、SPY (4.2%)、RY (4.0%). The largest single position, NVDA, represented 4.9% of total portfolio value.
In Q1 2025, Bank Of Montreal /can/ made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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