Bank Of Montreal Portfolio Holdings

Bank Of Montreal

  • $202 Billion
  • Q4 2024

Bank Of Montreal has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 12775 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $8.28B, Royal Bank Of Canada with a value of $8.09B, Apple Inc. with a value of $7.66B, Microsoft Corp with a value of $6.97B, and Spdr S&P 500 ETF Trust with a value of $5.56B.

Examining the 13F form we can see an decrease of $11.7B in the current position value, from $214B to 202B.

Bank Of Montreal is based out at Toronto, A6

Below you can find more details about Bank Of Montreal portfolio as well as his latest detailed transactions.

Portfolio value $202 Billion
Technology: $46.2 Billion
Financial Services: $40.6 Billion
ETFs: $29.1 Billion
Communication Services: $17.8 Billion
Consumer Cyclical: $15.1 Billion
Energy: $12.1 Billion
Industrials: $11.9 Billion
Healthcare: $10.3 Billion
Other: $19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$276B
$8.28 Billion 4.1% of portfolio
61,640,347
Q4 2024 Reduced 19.28%
$161B
$8.09 Billion 4.01% of portfolio
67,157,390
Q4 2024 Reduced 5.01%
$3.25T
$7.66 Billion 3.79% of portfolio
30,594,861
Q4 2024 Reduced 8.38%
$2.89T
$6.97 Billion 3.45% of portfolio
16,530,692
Q4 2024 Reduced 2.69%
$0
$5.56 Billion 2.75% of portfolio
9,479,300
Q4 2024 Reduced 2.09%
$1.86T
$5.05 Billion 2.5% of portfolio
23,016,615
Q4 2024 Reduced 13.09%
$109B
$4.46 Billion 2.21% of portfolio
83,721,828
Q4 2024 Reduced 7.63%
$931B
$4.02 Billion 1.99% of portfolio
21,255,000
Q4 2024 Reduced 12.55%
$55.8B
$3.47 Billion 1.72% of portfolio
64,627,855
Q4 2024 Added 7.11%
$1.17T
$3.46 Billion 1.71% of portfolio
5,871,697
Q4 2024 Added 0.47%
$72.2B
$3.22 Billion 1.59% of portfolio
13,870,815
Q4 2024 Reduced 13.83%
$62.2B
$2.9 Billion 1.44% of portfolio
29,873,166
Q4 2024 Added 7.87%
$797B
$2.78 Billion 1.37% of portfolio
6,876,244
Q4 2024 Added 2.95%
$52.6B
$2.69 Billion 1.33% of portfolio
42,546,855
Q4 2024 Added 5.87%
$414B
$2.5 Billion 1.24% of portfolio
2,804,267
Q4 2024 Reduced 1.21%
$983B
$2.42 Billion 1.2% of portfolio
12,726,947
Q4 2024 Reduced 4.69%
$48.6B
$2.04 Billion 1.01% of portfolio
43,935,824
Q4 2024 Reduced 17.43%
$31.6B
$1.84 Billion 0.91% of portfolio
59,448,485
Q4 2024 Reduced 3.62%
$688B
$1.65 Billion 0.82% of portfolio
6,878,949
Q4 2024 Reduced 17.41%
$548B
$1.66 Billion 0.82% of portfolio
5,265,639
Q4 2024 Added 0.1%
$433B
$1.61 Billion 0.8% of portfolio
1,759,500
Q4 2024 Reduced 6.09%
$67.9B
$1.56 Billion 0.77% of portfolio
15,346,289
Q4 2024 Reduced 2.45%
$50.4B
$1.48 Billion 0.73% of portfolio
8,644,222
Q4 2024 Added 4.31%
$162B
$1.44 Billion 0.71% of portfolio
1,362,145
Q4 2024 Reduced 0.42%
$54.3B
$1.36 Billion 0.68% of portfolio
44,439,784
Q4 2024 Reduced 7.45%
$687B
$1.31 Billion 0.65% of portfolio
2,891,379
Q4 2024 Reduced 17.78%
$717B
$1.28 Billion 0.64% of portfolio
1,662,993
Q4 2024 Reduced 12.07%
$489B
$1.3 Billion 0.64% of portfolio
2,467,695
Q4 2024 Reduced 57.2%
$98.5B
$1.2 Billion 0.6% of portfolio
11,305,521
Q4 2024 Added 9.11%
$81.3B
$1.18 Billion 0.58% of portfolio
3,453,654
Q4 2024 Reduced 0.82%
$21B
$1.11 Billion 0.55% of portfolio
81,590,736
Q4 2024 Added 4.96%
$549B
$1.12 Billion 0.55% of portfolio
2,205,611
Q4 2024 Reduced 11.41%
$257B
$1.12 Billion 0.55% of portfolio
12,388,228
Q4 2024 Reduced 4.49%
$0
$1.04 Billion 0.52% of portfolio
2,036,725
Q4 2024 Added 51.49%
$22.7B
$1.01 Billion 0.5% of portfolio
24,375,228
Q4 2024 Reduced 7.11%
$0
$975 Million 0.48% of portfolio
1,655,472
Q4 2024 Added 1.46%
$13.3B
$938 Million 0.46% of portfolio
29,504,743
Q4 2024 Added 1.66%
$0
$934 Million 0.46% of portfolio
10,690,567
Q4 2024 Added 13.86%
$294B
$918 Million 0.45% of portfolio
20,893,134
Q4 2024 Reduced 8.17%
$20.5B
$903 Million 0.45% of portfolio
24,429,665
Q4 2024 Reduced 7.89%
$0
$899 Million 0.44% of portfolio
22,235,543
Q4 2024 Added 10.75%
$19.7B
$857 Million 0.42% of portfolio
36,984,855
Q4 2024 Added 8.42%
$366B
$815 Million 0.4% of portfolio
2,095,555
Q4 2024 Reduced 4.34%
$45.7B
$803 Million 0.4% of portfolio
22,505,498
Q4 2024 Reduced 18.56%
$2.91B
$791 Million 0.39% of portfolio
2,729,607
Q4 2024 Added 4,817.24%
$9.93B
$792 Million 0.39% of portfolio
25,767,924
Q4 2024 Added 10.68%
$0
$793 Million 0.39% of portfolio
1,472,106
Q4 2024 Added 42.48%
$53.9B
$777 Million 0.38% of portfolio
9,928,493
Q4 2024 Reduced 2.49%
$0
$775 Million 0.38% of portfolio
3,506,356
Q4 2024 Added 42.14%

Summary

  • Portfolio
  • No. of Stocks 12,775
  • Current Value $202 Billion
  • Prior Value $214 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 197 stocks
  • Additional Purchases 1,332 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,321 stocks
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