Bank of Montreal (BMO) details $303.7B in reportable holdings in latest 13F
Rhea-AI Filing Summary
Bank of Montreal /CAN/ filed a quarterly Form 13F as an institutional investment manager, reporting that it is submitting a 13F holdings report covering all of its reportable positions. The filing aggregates holdings managed across 12 other included managers, with a total of 14,271 reportable positions and an aggregate reported market value of $303,651,028,288 as of the reporting period. The report is signed by Managing Director Kathryn Cenac on behalf of the firm.
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Key Figures
Form 13F Information Table Value Total: $303,651,028,288
Form 13F Information Table Entry Total: 14,271
Number of Other Included Managers: 12
3 metrics
Form 13F Information Table Value Total
$303,651,028,288
Aggregate market value of all reportable holdings in the Form 13F information table
Form 13F Information Table Entry Total
14,271
Number of reportable security positions listed in the Form 13F information table
Number of Other Included Managers
12
Affiliated institutional investment managers whose holdings are consolidated in this report
Key Terms
Institutional Investment Manager, Form 13F, 13F HOLDINGS REPORT, Other Included Managers
4 terms
Institutional Investment Manager financial
"Institutional Investment Manager Filing this Report Name: BANK OF MONTREAL /CAN/"
Form 13F regulatory
"FORM 13F FORM 13F COVER PAGE"
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.
13F HOLDINGS REPORT regulatory
"Report Type (Check only one.) X 13F HOLDINGS REPORT."
Other Included Managers financial
"List of Other Included Managers Provide a numbered list of the name(s)"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What does Bank of Montreal (BMO) report in this Form 13F-HR?
Bank of Montreal reports a 13F holdings report covering all of its reportable positions. The filing consolidates holdings across multiple affiliated managers and discloses total position count and aggregate market value for the reporting period.
How many managers are included in Bank of Montreal (BMO)'s 13F filing?
The 13F filing lists 12 other included managers. These affiliated entities, such as various BMO asset management and capital markets units, contribute their reportable holdings to the consolidated Form 13F filed by Bank of Montreal.
What total market value does Bank of Montreal (BMO) report on Form 13F?
The filing shows an aggregate Form 13F information table value of $303,651,028,288. This figure represents the rounded total market value of all reportable securities positions included in the 13F information table for the period.
How many positions does Bank of Montreal (BMO) disclose on its 13F-HR?
Bank of Montreal reports a Form 13F information table entry total of 14,271 positions. Each entry corresponds to a distinct reportable security holding managed by the firm or its included managers as of the quarter-end.
Who signs the Bank of Montreal (BMO) Form 13F-HR and in what capacity?
The report is signed by Kathryn Cenac, identified as Managing Director, Regulatory Solution Group. The signature represents that she is authorized to submit the report and that the information provided is true, correct, and complete.