Arkolith/Funds/Bank Of Montreal

Bank Of Montreal

CIK 927971Bank / broker
Holdings as of Mar 31, 2026·disclosed May 13, 2026·~43-day 13F lag·13F-HR
Inactive

Bank Of Montreal holds a diversified book of 3220 stocks worth $245.2B as of Q1 2026 (disclosed May 13, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Apple Inc. Their largest long position is Royal Bank Of Canada at 4% of the equity book. They also disclosed $16.3B in put options (a bearish bet) and $7.1B in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show BANK OF MONTREAL /CAN/'s latest
holdings, largest changes, and filing provenance.
Opened
276
new positions
Added to
1,320
existing
Trimmed
1,262
reduced
Sold out
203
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
26%
Top 20 holdings
39%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

87% mapped to company sectors

Financials
23%
Information Technology
23%
ETF / fund or unclassified
13%
Industrials
8%
Consumer Discretionary
7%
Materials
6%
Utilities
5%
Energy
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

3,220 positions
#SecurityValueShares% PortLast moveHistory
1Royal BK Cda
COM
$10.1B62.16M
4.1%
+4.2%
Added · +2.5M sh
2Nvidia Corporation
COM
$9.7B55.78M
4.0%
+2.8%
Added · +1.5M sh
3Toronto Dominion BK Ont
COM NEW
$7.0B75.34M
2.9%
+8.0%
Added · +5.6M sh
4Apple Inc
COM
$6.9B27.29M
2.8%
−3.2%
Reduced · −894K sh
5Burford Capital Limited
ORD SHS
$6.9B7.37M
2.8%
+8.7%
Added · +588K sh
6Alphabet Inc
CAP STK CL A
$5.6B19.46M
2.3%
−3.6%
Reduced · −735K sh
7Microsoft Corp
COM
$5.6B15.02M
2.3%
+5.7%
Added · +816K sh
8Amazon Com Inc
COM
$5.1B24.64M
2.1%
+13%
Added · +2.8M sh
9Bank Nova Scotia B C
COM
$3.9B56.07M
1.6%
−3.2%
Reduced · −1.8M sh
10Canadian Imperial Bank Of Co
COM
$3.9B40.93M
1.6%
−3.5%
Reduced · −1.5M sh
11State STR SPDR S&P 500 ETF T
TR UNIT
$3.9B5.96M
1.6%
−16%
Reduced · −1.1M sh
12Bank Montreal Medium
COM
$3.8B28.00M
1.5%
−0.6%
Reduced · −168K sh
13TC Energy Corp
COM
$3.4B54.32M
1.4%
+9.9%
Added · +4.9M sh
14Meta Platforms Inc
CL A
$3.4B5.92M
1.4%
−28%
Reduced · −2.4M sh
15Canadian Nat Res Ltd Med Ter
COM
$3.1B63.90M
1.3%
−8.0%
Reduced · −5.6M sh
16Enbridge Inc
COM
$3.1B57.20M
1.3%
+3.1%
Added · +1.7M sh
17Broadcom Inc
COM
$3.1B9.88M
1.2%
−12%
Reduced · −1.3M sh
18Alphabet Inc
CAP STK CL C
$2.8B9.88M
1.2%
−12%
Reduced · −1.3M sh
19Netflix Inc.
COM
$2.6B26.58M
1.0%
+8.8%
Added · +2.2M sh
20Tesla Inc
COM
$2.5B6.65M
1.0%
−14%
Reduced · −1.1M sh
21Suncor Energy Inc New
COM
$2.4B36.48M
1.0%
−0.1%
Reduced · −38K sh
22Brookfield Corp
CL A LTD VT SH
$2.2B54.79M
0.9%
−7.3%
Reduced · −4.3M sh
23Agnico Eagle Mines Ltd
COM
$2.1B10.37M
0.9%
+7.9%
Added · +759K sh
24Vaneck ETF Trust
GOLD MINERS ETF
$2.1B22.58M
0.8%
+16%
Added · +3.2M sh
25Manulife Finl Corp
COM
$2.0B57.30M
0.8%
+0.8%
Added · +468K sh
26Visa Inc
COM CL A
$1.9B6.15M
0.8%
+39%
Added · +1.7M sh
27Ishares TR
CORE S&P500 ETF
$1.8B2.75M
0.7%
−0.1%
Reduced · −4K sh
28JPMorgan Chase & Co
COM
$1.6B5.56M
0.7%
−4.7%
Reduced · −276K sh
29Shopify Inc
CL A SUB VTG SHS
$1.5B13.05M
0.6%
+7.7%
Added · +930K sh
30Canadian Pacific Kansas City
COM
$1.5B19.68M
0.6%
−5.5%
Reduced · −1.1M sh
31Walmart Inc
COM
$1.5B12.37M
0.6%
+1.6%
Added · +202K sh
32Ishares TR
CORE MSCI EAFE
$1.5B16.51M
0.6%
+32%
Added · +4.0M sh
33Canadian Natl Ry Co
COM
$1.4B14.00M
0.6%
−1.3%
Reduced · −183K sh
34Eli Lilly & Co
COM
$1.4B1.51M
0.6%
−7.5%
Reduced · −122K sh
35Fortis Inc
COM
$1.4B24.78M
0.6%
+1.1%
Added · +263K sh
36Barrick MNG Corp
COM SHS
$1.4B33.77M
0.6%
+39%
Added · +9.5M sh
37Costco Wholesale Corporation
COM
$1.4B1.37M
0.6%
−23%
Reduced · −420K sh
38Ishares TR
20 YR TR BD ETF
$1.4B15.67M
0.6%
+45%
Added · +4.9M sh
39Waste Connections Inc
COM
$1.3B8.14M
0.5%
−5.5%
Reduced · −472K sh
40Franco Nev Corp
COM
$1.3B5.11M
0.5%
−2.4%
Reduced · −123K sh
41Global X FDS
US INFR DEV ETF
$1.2B24.21M
0.5%
−1.8%
Reduced · −434K sh
42Berkshire Hathaway Inc Del
CL B NEW
$1.2B2.50M
0.5%
−12%
Reduced · −340K sh
43Palantir Technologies Inc
CL A
$1.1B7.84M
0.5%
−11%
Reduced · −997K sh
44Wheaton Precious Metals Corp
COM
$1.1B8.60M
0.5%
+22%
Added · +1.5M sh
45Johnson & Johnson
COM
$1.1B4.51M
0.5%
−13%
Reduced · −680K sh
46Morgan Stanley
COM NEW
$1.1B6.66M
0.4%
+0.4%
Added · +25K sh
47Elbit Sys Ltd
ORD
$1.0B12.6K
0.4%
−1.0%
Reduced · −124 sh
48Advanced Micro Devices Inc
COM
$1.0B5.13M
0.4%
+11%
Added · +500K sh
49Bank America Corp
COM
$1.0B20.61M
0.4%
−8.6%
Reduced · −1.9M sh
50Micron Technology Inc
COM
$989.4M2.93M
0.4%
+11%
Added · +289K sh
Showing 50 of 3,220 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$16.3B
Call notional (bullish)$7.1B
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishNVIDIA CORPNVDA$2.8B16.0M
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$2.7B4.1M
PUT · bearishISHARES RUSSELL 2000 ETFIWM$2.0B7.9M
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$1.7B2.6M
CALL · bullishISHARES RUSSELL 2000 ETFIWM$1.4B5.5M
PUT · bearishAMAZON.COM INCAMZN$1.0B5.0M
PUT · bearishISHARES 20+ YEAR TREASURY BDTLT$953.4M11.0M
PUT · bearishMETA PLATFORMS INC-CLASS AMETA$793.4M1.4M
PUT · bearishMICROSOFT CORPMSFT$630.1M1.7M
CALL · bullishNVIDIA CORPNVDA$559.5M3.2M
CALL · bullishSS SPDR S&P REGIONAL BANKKRE$483.5M7.4M
PUT · bearishSS SPDR S&P BANK ETFKBE$476.5M8.0M
CALL · bullishSS MATERIALS SELECT SECTORXLB$434.8M8.7M
PUT · bearishTESLA INCTSLA$418.6M1.1M
PUT · bearishSS SPDR S&P REGIONAL BANKKRE$410.6M6.3M
PUT · bearishPALANTIR TECHNOLOGIES INC-APLTR$403.1M2.8M
PUT · bearishADVANCED MICRO DEVICESAMD$401.8M2.0M
PUT · bearishISHR IBX USD HIYLD CB ETF-UIHYG$352.3M4.4M
CALL · bullishKRANESH CSI CHINA INTERNETKWEB$340.1M12.0M
PUT · bearishNETFLIX INCNFLX$307.0M3.2M
PUT · bearishVANECK GOLD MINERS ETFGDX$231.3M2.5M
PUT · bearishALPHABET INC-CL AGOOGL$203.6M708K
PUT · bearishMICRON TECHNOLOGY INCMU$200.3M593K
CALL · bullishISHARES 20+ YEAR TREASURY BDTLT$177.6M2.0M
CALL · bullishISHARES MSCI INDIA ETFINDA$157.6M3.4M

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 513 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 13, 202613,875$268.5B13F-HR
Q4 2025Dec 31, 2025Feb 12, 202613,531$288.7B13F-HR
Q3 2025Sep 30, 2025Nov 13, 202513,045$260.7B13F-HR
Q2 2025Jun 30, 2025Aug 5, 202513,024$213.2B13F-HR
Q1 2025Mar 31, 2025May 13, 202512,894$205.8B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202512,775$214.7B13F-HR
Q3 2024Sep 30, 2024Nov 13, 202413,901$227.4B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202412,093$344.5B13F-HR
Q1 2024Mar 31, 2024May 13, 202411,983$329.8B13F-HR
Q4 2023Dec 31, 2023Feb 8, 202411,901$329.7B13F-HR
Q3 2023Sep 30, 2023Nov 1, 202311,618$288.9B13F-HR
Q2 2023Jun 30, 2023Aug 2, 202312,153$289.3B13F-HR
Q1 2023Mar 31, 2023Jun 13, 202411,901$250.0B13F-HR
Q4 2022Dec 31, 2022Feb 1, 202311,470$230.7B13F-HR
Q3 2022Sep 30, 2022Nov 10, 202211,528$231.5B13F-HR
Q2 2022Jun 30, 2022Aug 11, 202212,142$215.4B13F-HR
Q1 2022Mar 31, 2022May 12, 202212,870$206.4B13F-HR
Q4 2021Dec 31, 2021Feb 11, 202212,055$188.2B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202115,321$219.0B13F-HR
Q2 2021Jun 30, 2021Aug 12, 202114,912$201.0B13F-HR
Q1 2021Mar 31, 2021May 13, 202116,071$153.6B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202116,041$151.2B13F-HR
Q3 2020Sep 30, 2020Nov 12, 202015,625$119.8B13F-HR
Q2 2020Jun 30, 2020Aug 12, 202015,677$109.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.