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[13F-HR] BANK OF MONTREAL /CAN/ SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
13F-HR
Rhea-AI Filing Summary

Bank of Montreal (BMO) filed a Form 13F Holdings Report listing institutional equity positions. The report lists 13,045 information table entries with an aggregate reported value of $260,693,510,338. The filing also identifies 11 other included managers. It was signed by Kathryn Cenac, Managing Director, on behalf of the firm.

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: 09-30-2025
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 Solution Group
Phone: 00-44-7423-570338
Signature, Place, and Date of Signing:
/s/ Kathryn Cenac London, X0 11-13-2025
[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: 13,045
Form 13F Information Table Value Total: 260,693,510,338
(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 000160344 801-74232 0001599966
9 BMO PRIVATE INVESTMENT COUNSEL INC. 028-16020 0001600095
10 BMO NESBITT BURNS SECURITIES LTD. 0001047797
11 Stoker Ostler Wealth Advisors, Inc. 028-11481 000111320 801-54265 0001336488

FAQ

What did BMO (BMO) file?

A Form 13F Holdings Report disclosing its institutional equity holdings.

How many positions are reported in BMO’s 13F?

The Form 13F Information Table shows 13,045 entries.

What is the total reported value of BMO’s 13F holdings?

The aggregate reported value is $260,693,510,338 (rounded to the nearest dollar).

How many other included managers are listed?

The report lists 11 other included managers.

Who signed BMO’s 13F report?

It was signed by Kathryn Cenac, Managing Director, Regulatory Solution Group.

What report type did BMO select?

BMO indicated it is a 13F Holdings Report (all holdings are reported in this filing).
Bank Of Montreal

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