STOCK TITAN

Bank of Montreal (BMO) 13F shows 13,531 holdings, value 288,733,290,837

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

Bank of Montreal /CAN/ filed a Form 13F-HR institutional holdings report. This quarterly filing shows that the manager and its included affiliates reported 13,531 individual positions in securities that fall under Form 13F reporting.

The combined Form 13F information table carries a total reported value of 288,733,290,837, rounded to the nearest dollar. The report is filed as a full 13F holdings report, meaning all holdings for this reporting manager are presented in this filing rather than split with other managers.

Positive

  • None.

Negative

  • None.

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: 12-31-2025
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 Solutions Group
Phone: 00-44-7423-570338
Signature, Place, and Date of Signing:
/s/ Kathryn Cenac London, X0 02-12-2026
[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: 12
Form 13F Information Table Entry Total: 13,531
Form 13F Information Table Value Total: 288,733,290,837
(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 Bank of Montreal Europe Plc 028-17461 0001674398
2 BMO Asset Management Inc. 028-16018 0001600094
3 BMO Bank N.A. 0001526648
4 BMO CAPITAL MARKETS CORP. 028-17436 000016686 801-73047 0000772028
5 BMO Capital Markets Ltd 0002037214
6 BMO Delaware Trust Co 028-16019 0001599965
7 BMO Family Office, LLC 028-17442 000110264 801-56868 0001673962
8 BMO NESBITT BURNS INC. 028-16021 0001599966
9 BMO PRIVATE INVESTMENT COUNSEL INC. 028-16020 000160344 801-74232 0001600095
10 Burgundy Asset Management Ltd. 028-11129 000114317 801-60503 0001315868
11 BMO NESBITT BURNS SECURITIES LTD. 0001047797
12 Stoker Ostler Wealth Advisors, Inc. 028-11481 000111320 801-54265 0001336488

FAQ

What does Bank of Montreal (BMO) report in this Form 13F-HR?

Bank of Montreal /CAN/ reports its institutional equity investment holdings on Form 13F-HR. The filing summarizes 13,531 individual positions and a total information table value of 288,733,290,837, rounded to the nearest dollar, for securities subject to 13F reporting.

How large is Bank of Montreal (BMO)'s reported 13F portfolio?

The Form 13F summary shows a total information table value of 288,733,290,837. This figure, rounded to the nearest dollar, represents the aggregate value of all reportable positions included in the 13F information table for Bank of Montreal and its listed managers.

How many positions does BMO disclose in this 13F filing?

Bank of Montreal’s Form 13F information table includes 13,531 entries. Each entry represents a distinct reportable holding as defined by 13F rules, giving investors a broad view of the manager’s U.S.-listed equity and related security positions during the reporting period.

What type of 13F report did Bank of Montreal (BMO) file?

The firm filed a 13F holdings report, indicating all its reportable holdings are included in this document. It is neither a 13F notice nor a combination report, so investors can look to this filing for the complete covered holdings snapshot.

Who signed Bank of Montreal (BMO)'s Form 13F-HR and in what capacity?

The report is signed by Kathryn Cenac as Managing Director, Regulatory Solutions Group. Her signature certifies she is authorized to submit the report and that the information provided is true, correct, and complete based on the Form 13F requirements.

Which other managers are included in BMO's 13F report?

The filing lists 12 other included managers, such as Bank of Montreal Europe Plc, BMO Asset Management Inc., BMO NESBITT BURNS INC., and Burgundy Asset Management Ltd. These entities’ reportable holdings are consolidated under the Bank of Montreal 13F report.
Bank Of Montreal

NYSE:BMO

BMO Rankings

BMO Latest News

BMO Latest SEC Filings

BMO Stock Data

101.83B
708.94M
0.16%
53.22%
0.85%
Banks - Diversified
Commercial Banks, Nec
Link
Canada
TORONTO