BMO files Form 13F reporting $268.5B holdings

Bank of Montreal filed a Form 13F holdings report that lists 13,875 Form 13F information table entries with a combined market value of $268,538,461,023.

Accepted by SEC EDGAR 05/13/2026 - 11:01 AM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Bank of Montreal filed a Form 13F holdings report that lists 13,875 Form 13F information table entries with a combined market value of $268,538,461,023. The filing identifies 11 other included managers and is signed by Kathryn Cenac, Managing Director, Regulatory Solution Group, on 05-13-2026.

Key Figures

Form 13F Information Table Entry Total: 13,875 entries Form 13F Information Table Value Total: $268,538,461,023 Number of Other Included Managers: 11

3 metrics

Form 13F Information Table Entry Total 13,875 entries Form 13F information table

Form 13F Information Table Value Total $268,538,461,023 combined market value (round to nearest dollar)

Number of Other Included Managers 11 List of other included managers

Key Terms

Form 13F, Form 13F Information Table, Form 13F File Number

3 terms

Form 13F regulatory

"The cover identifies this filing as a Form 13F holdings report"

A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.

Form 13F Information Table regulatory

"Form 13F Information Table Entry Total: 13,875"

Form 13F File Number regulatory

"Form 13F File Number: 028-07640 appears on the cover page"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does BMO's Form 13F disclose?

It lists institutional holdings managed by Bank of Montreal affiliates as reported in the 13F filing. The report shows 13,875 holdings entries with a total market value of $268,538,461,023 and lists 11 other included managers. The filing is signed by Kathryn Cenac on 05-13-2026.

How many holdings does BMO report in the 13F?

The filing reports 13,875 entries in the Form 13F information table. It also states a combined value total of $268,538,461,023 and identifies 11 other included managers, with the report certified by a Bank of Montreal representative. Kathryn Cenac signed the report.

Who filed the Form 13F for BMO?

The institutional investment manager is Bank of Montreal (/CAN/) filing under Form 13F. The cover names Kathryn Cenac, Managing Director, Regulatory Solution Group, as the signatory and provides an address at 1 First Canadian Place, Toronto. Signed on 05-13-2026.

Does the 13F disclose individual holdings details?

Yes; the Form 13F information table contains individual holdings entries. The filing totals 13,875 table entries and a combined value of $268,538,461,023, but the excerpt provided here does not include the per‑security rows themselves. Those rows are part of the full filing.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL

OMB Number:			3235-0006
Estimated average burden
hours per response:			23.8

Report for the Calendar Year or Quarter Ended: 03-31-2026

Check here if Amendment		Amendment Number:
This Amendment (Check only one.):		is a restatement.
		adds new holdings entries.

Institutional Investment Manager Filing this Report:
Name:	BANK OF MONTREAL /CAN/
Address:	1 FIRST CANADIAN PLACE
	TORONTO, A6 M5X 1A1
Form 13F File Number:	028-07640
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name:		Kathryn Cenac
Title:		Managing Director, Regulatory Solution Group
Phone:		00-44-7423-570338
Signature, Place, and Date of Signing:
/s/ Kathryn Cenac			London, X0	05-13-2026
[Signature]			[City, State]	[Date]

Report Type (Check only one.):
X	13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
	13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
	13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

Form 13F Summary Page
	Report Summary:
	Number of Other Included Managers:		11
	Form 13F Information Table Entry Total:		13,875
	Form 13F Information Table Value Total:		268,538,461,023
			(round to nearest dollar)

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
	No.	Name	Form 13F File No.	CRD No. (if applicable)	SEC File No. (if applicable)	CIK
	1	BMO Asset Management Inc.	028-16018			0001600094
	2	BMO Bank N.A.				0001526648
	3	BMO CAPITAL MARKETS CORP.	028-17436	000016686	801-73047
	4	BMO Capital Markets Ltd				0002037214
	5	BMO Delaware Trust Co	028-16019			0001599965
	6	BMO Family Office, LLC	028-17442	000110264	801-56868	0001673962
	7	BMO NESBITT BURNS INC.	028-16021			0001599966
	8	BMO PRIVATE INVESTMENT COUNSEL INC.	028-16020	000160344	801-74232	0001600095
	9	Burgundy Asset Management Ltd.	028-11129	000114317	801-60503	0001315868
	10	BMO NESBITT BURNS SECURITIES LTD.				0001047797
	11	Stoker Ostler Wealth Advisors, Inc.	028-11481	000111320	801-54265	0001336488