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CIK: 0000927971
Total reported value
$303.7B
$303.7B
3181 檔
16.4%
As reported in its official Q4 2025 Form 13F filing, Bank Of Montreal /can/'s tracked investment portfolio stood at $303.7B with 3181 total positions.
In Q4 2025, Bank Of Montreal /can/ displayed an active expansion posture, initiating 6 new positions and adding to 129 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, RY, SPY) accounted for 16.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
ICL
市值: $531.6M
Top Position Liquidated / Trimmed
GLD
前期市值: $556.3M
Showing top 200 holdings (of 3181 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.88% | -0.57% | +8.35% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 3.75% | +0.39% | -3.57% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.27% | +0.21% | -15.26% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.03% | -0.02% | +5.37% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.79% | -0.50% | +134.64% | |
| 6 | XLF | Ss Financial Select Sector | ETF-Other | 2.50% | +0.08% | +1444.57% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.47% | -1.07% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 2.43% | -0.04% | +3158.93% | |
| 9 | TD | Toronto-dominion Bank | Stock-Financials | 2.39% | -0.15% | -0.31% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.32% | +0.11% | -0.19% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | -0.37% | -2.20% | |
| 12 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.55% | +0.05% | +7.29% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.50% | -0.02% | +5.68% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.39% | +0.33% | -4.33% | |
| 15 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.38% | +0.17% | +11.17% | |
| 16 | BMO | Bank Of Montreal | Stock-Financials | 1.32% | +0.19% | -0.48% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | +0.16% | +5.57% | |
| 18 | TRP | Tc Energy CORP | Stock-Energy | 0.98% | -0.46% | +26.14% | |
| 19 | BN | Brookfield CORP | Stock-Financials | 0.97% | -0.03% | +35.72% | |
| 20 | ENB | Enbridge Inc | Stock-Energy | 0.94% | -0.07% | -5.80% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.92% | -0.02% | -14.19% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.86% | -0.19% | +57.87% | |
| 23 | CNQ | Canadian Natural Resources | Stock-Energy | 0.84% | -0.33% | -13.12% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | -0.28% | +918.76% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.81% | -0.04% | +135.82% | |
| 26 | MFC | Manulife Financial CORP | Stock-Financials | 0.74% | +0.01% | +0.16% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.01% | -4.21% | |
| 28 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.70% | -0.07% | -11.42% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | -0.10% | -36.71% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.66% | -0.24% | +49.66% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.16% | +3.79% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.05% | -4.88% | |
| 33 | SU | Suncor Energy Inc | Stock-Energy | 0.58% | -0.14% | +12.01% | |
| 34 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.58% | -0.20% | -7.80% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | +0.86% | -5.75% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.13% | -13.65% | |
| 37 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.55% | -0.01% | -4.09% | |
| 38 | WCN | Waste Connections Inc | Stock-Industrials | 0.54% | -0.02% | -2.98% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.02% | +10.14% | |
| 40 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.50% | +0.04% | -0.15% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.12% | +7.78% | |
| 42 | FTS | Fortis Inc | Stock-Utilities | 0.46% | -0.06% | +7.03% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | -0.05% | +2.52% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | — | -2.71% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.43% | +0.01% | +3.40% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.43% | +0.02% | -27.40% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | — | +17.77% | |
| 48 | PAVE | Global X US Infrastructure | ETF-Other | 0.42% | +0.02% | +3.65% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.40% | -0.17% | -8.30% | |
| 50 | FNV | Franco-nevada CORP | Stock-Materials | 0.39% | -0.10% | -5.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLI | Ss Industrial Select Sector | +2.3% | +3158.93% | Add |
| 2 | XLF | Ss Financial Select Sector | +2.3% | +1444.57% | Add |
| 3 | META | Meta Platforms Inc-class A | +1.3% | +134.64% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.19% | Trim |
| 5 | ORCL | Oracle CORP | +0.3% | +135.82% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +5.57% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.2% | +57.87% | Add |
| 8 | GDX | Vaneck Gold Miners ETF | +0.2% | +49.66% | Add |
| 9 | MU | Micron Technology Inc | +0.2% | +38.45% | Add |
| 10 | CM | Can Imperial Bk Of Commerce | +0.2% | +11.17% | Add |
| 11 | KWEB | Kranesh Csi China Internet | +0.2% | +5213.44% | Add |
| 12 | SSNC | Ss&c Technologies Holdings | +0.2% | +4424.56% | Add |
| 13 | LLY | Eli Lilly & Co | +0.2% | +3.79% | Add |
| 14 | TD | Toronto-dominion Bank | +0.1% | -0.31% | Trim |
| 15 | BNS | Bank Of Nova Scotia | +0.1% | +7.29% | Add |
| 16 | B | Barrick Mining CORP | +0.1% | +31.71% | Add |
| 17 | TRP | Tc Energy CORP | +0.1% | +26.14% | Add |
| 18 | PRI | Primerica Inc | +0.1% | +5277.53% | Add |
| 19 | GMED | Globus Medical Inc - A | +0.1% | +15317.09% | Add |
| 20 | EME | Emcor Group Inc | +0.1% | +425.77% | Add |
| 21 | WTW | Willis Towers Watson Public Limited Company | +0.1% | +657.33% | Add |
| 22 | EWZ | Ishares Msci Brazil ETF | +0.1% | +59864.77% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | +27.22% | Add |
| 24 | AWI | Armstrong World Industries | +0.1% | +18679.71% | Add |
| 25 | OPLN | Openlane Inc | +0.1% | +90609.28% | Add |
| 26 | USFD | US Foods Holding CORP | +0.1% | +8056.14% | Add |
| 27 | ROST | Ross Stores Inc | +0.1% | +357.36% | Add |
| 28 | COR | Cencora Inc | +0.1% | +227.50% | Add |
| 29 | ALSN | Allison Transmission Holding | +0.1% | +4032.33% | Add |
| 30 | HLI | Houlihan Lokey Inc | +0.1% | +2723.19% | Add |
| 31 | WH | Wyndham Hotels & Resorts Inc | +0.1% | +14199.98% | Add |
| 32 | AMD | Advanced Micro Devices | +0.1% | -5.75% | Trim |
| 33 | QSR | Restaurant Brands Intern | +0.1% | +24.20% | Add |
| 34 | CLS | Celestica Inc | +0.1% | +43.42% | Add |
| 35 | MDT | Medtronic plc | +0.1% | +96.27% | Add |
| 36 | GNTX | Gentex CORP | +0.1% | +14398.68% | Add |
| 37 | MKTX | Marketaxess Holdings Inc | +0.1% | +5086.37% | Add |
| 38 | FDS | Factset Research Systems Inc | +0.1% | +1843.94% | Add |
| 39 | NYT | New York Times Co-a | +0.1% | +10018.26% | Add |
| 40 | HSIC | Henry Schein Inc | +0.1% | +3655.71% | Add |
| 41 | WAB | Wabtec CORP | +0.1% | +360.02% | Add |
| 42 | AAPL | Apple Inc | +0.1% | +5.37% | Add |
| 43 | RCI | Rogers Communications Inc-b | +0.1% | +17.09% | Add |
| 44 | GDXJ | Vaneck Junior Gold Miners | +0.1% | +31.08% | Add |
| 45 | ICE | Intercontinental Exchange In | +0.1% | +108.02% | Add |
| 46 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +532.80% | Add |
| 47 | AMH | American Homes 4 Rent- A | +0.1% | +3526.15% | Add |
| 48 | STX | Seagate Technology Holdings plc | +0.1% | +148.43% | Add |
| 49 | NWSA | News CORP - Class A | +0.1% | +2348.92% | Add |
| 50 | KVUE | Kenvue Inc | +0.1% | +603.79% | 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 3181 disclosed positions in Q4 2025.
During Q4 2025, Bank Of Montreal /can/'s top holdings by market value included NVDA (4.9%)、RY (3.8%)、SPY (3.3%). The largest single position, NVDA, represented 4.9% of total portfolio value.
In Q4 2025, Bank Of Montreal /can/ made 200 total portfolio adjustments, initiating 6 new buys, adding to 129 positions, trimming 60 holdings, and fully liquidating 5 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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