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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.1B
$646 Million 0.32% of portfolio
10,878,423
Q4 2024 Reduced 21.81%
$306B
$629 Million 0.31% of portfolio
3,541,671
Q4 2024 Reduced 12.95%
$32.8B
$623 Million 0.31% of portfolio
5,300,880
Q4 2024 Added 0.58%
$28.3B
$620 Million 0.31% of portfolio
13,857,124
Q4 2024 Reduced 1.89%
$198B
$614 Million 0.3% of portfolio
6,168,425
Q4 2024 Reduced 5.25%
$122B
$589 Million 0.29% of portfolio
8,362,946
Q4 2024 Reduced 7.37%
$197B
$556 Million 0.28% of portfolio
3,658,983
Q4 2024 Added 3.13%
$347B
$554 Million 0.27% of portfolio
3,323,554
Q4 2024 Added 6.55%
$247B
$547 Million 0.27% of portfolio
1,637,388
Q4 2024 Reduced 3.2%
$229B
$532 Million 0.26% of portfolio
8,987,045
Q4 2024 Reduced 24.33%
$50.2B
$529 Million 0.26% of portfolio
2,908,419
Q4 2024 Added 109.04%
$178B
$491 Million 0.24% of portfolio
1,395,501
Q4 2024 Reduced 16.27%
$162B
$484 Million 0.24% of portfolio
1,087,917
Q4 2024 Reduced 21.62%
$229B
$458 Million 0.23% of portfolio
1,580,205
Q4 2024 Reduced 2.29%
$316B
$443 Million 0.22% of portfolio
7,107,313
Q4 2024 Reduced 11.77%
$130B
$444 Million 0.22% of portfolio
6,193,675
Q4 2024 Added 7.33%
$72.1B
$441 Million 0.22% of portfolio
693,883
Q4 2024 Reduced 3.86%
$153B
$441 Million 0.22% of portfolio
2,868,302
Q4 2024 Reduced 18.23%
$177B
$445 Million 0.22% of portfolio
2,285,121
Q4 2024 Reduced 19.17%
$22.3B
$420 Million 0.21% of portfolio
3,843,289
Q4 2024 Added 17.34%
$148B
$427 Million 0.21% of portfolio
3,530,940
Q4 2024 Added 2.04%
$246B
$428 Million 0.21% of portfolio
6,099,768
Q4 2024 Reduced 13.46%
$270B
$412 Million 0.2% of portfolio
2,842,469
Q4 2024 Reduced 3.22%
$151B
$399 Million 0.2% of portfolio
801,123
Q4 2024 Reduced 9.52%
$185B
$408 Million 0.2% of portfolio
10,212,112
Q4 2024 Reduced 12.0%
$214B
$374 Million 0.19% of portfolio
1,702,883
Q4 2024 Added 5.24%
$45.9B
$392 Million 0.19% of portfolio
2,540,547
Q4 2024 Reduced 30.58%
$229B
$364 Million 0.18% of portfolio
3,215,220
Q4 2024 Reduced 2.3%
$155B
$357 Million 0.18% of portfolio
3,210,235
Q4 2024 Added 1.87%
$75.8B
$363 Million 0.18% of portfolio
1,377,330
Q4 2024 Added 1.5%
$171B
$367 Million 0.18% of portfolio
702,500
Q4 2024 Reduced 16.35%
$167B
$356 Million 0.18% of portfolio
684,661
Q4 2024 Reduced 10.93%
$188B
$335 Million 0.17% of portfolio
1,130,135
Q4 2024 Reduced 3.44%
$148B
$350 Million 0.17% of portfolio
1,344,419
Q4 2024 Added 3.55%
$132B
$337 Million 0.17% of portfolio
1,492,569
Q4 2024 Reduced 8.58%
$122B
$337 Million 0.17% of portfolio
693,918
Q4 2024 Added 5.65%
$94.8B
$351 Million 0.17% of portfolio
1,741,720
Q4 2024 Added 2.2%
$23.4B
$323 Million 0.16% of portfolio
21,316,977
Q4 2024 Added 36.88%
$149B
$323 Million 0.16% of portfolio
5,347,446
Q4 2024 Added 54.04%
$135B
$321 Million 0.16% of portfolio
1,409,460
Q4 2024 Reduced 6.59%
$193B
$298 Million 0.15% of portfolio
13,091,620
Q4 2024 Reduced 14.11%
$35.6B
$305 Million 0.15% of portfolio
19,683,527
Q4 2024 Added 3.06%
$155B
$308 Million 0.15% of portfolio
850,002
Q4 2024 Reduced 5.66%
$131B
$305 Million 0.15% of portfolio
3,301,657
Q4 2024 Reduced 2.23%
$70.3B
$305 Million 0.15% of portfolio
660,883
Q4 2024 Reduced 7.51%
$122B
$274 Million 0.14% of portfolio
935,243
Q4 2024 Reduced 3.65%
$150B
$292 Million 0.14% of portfolio
7,776,364
Q4 2024 Reduced 9.41%
$124B
$286 Million 0.14% of portfolio
10,761,779
Q4 2024 Reduced 29.97%
$34.2B
$279 Million 0.14% of portfolio
13,810,911
Q4 2024 Added 1.8%

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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