BANK OF MONTREAL /CAN/

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$252.1B

Total Positions

3,180

New This Quarter

265

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

RY3.52%

NVDA3.50%

AAPL2.65%

MSFT2.38%

TD2.28%

GOOGL2.19%

BUR2.10%

META1.89%

AMZN1.75%

SPY1.67%

Other14.95%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

ANRO3Q held

ALTO NEUROSCIENCE INC

Avg $2.33 · $177,275 est. P&L

Est. P&L

+670.65%

NUGT5Q held

DIREXION SHS ETF TR D

Avg $35.71 · $5,670 est. P&L

Est. P&L

+429.10%

HOUS5Q held

ANYWHERE REAL ESTATE INC

Avg $3.47 · $1.4M est. P&L

Est. P&L

+310.21%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 3089 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
RY ROYAL BK CDA	59.6M	$10.2B	3.5%	—	$117.18	+46.43%	5 qtrs	Decreased 0
NVDA NVIDIA Corp	54.2M	$10.1B	3.5%	—	$133.95	+40.01%	5 qtrs	Decreased 0
AAPL Apple Inc	28.2M	$7.7B	2.7%	—	$250.25	+9.02%	5 qtrs	Decreased 0
MSFT Microsoft Corp	14.2M	$6.9B	2.4%	—	$428.20	+13.84%	5 qtrs	Decreased 0
TD TORONTO DOMINION BK ONT	69.8M	$6.6B	2.3%	—	$51.89	+82.52%	5 qtrs	Decreased 0
GOOGL Alphabet Inc	20.2M	$6.3B	2.2%	—	$189.88	+65.28%	5 qtrs	Decreased 0
BUR BURFORD CAP LTD	6.8M	$6.1B	2.1%	—	$11.67	-22.77%	5 qtrs	Increased 67
META Meta Platforms Inc	8.3M	$5.5B	1.9%	—	$622.48	+6.98%	5 qtrs	Increased 73
AMZN Amazon.com Inc	21.9M	$5B	1.7%	—	$221.50	+4.98%	5 qtrs	Decreased 0
SPY SPDR S&P 500 ETF TR	7.1M	$4.8B	1.7%	—	$588.74	+16.69%	5 qtrs	Increased 54
BNS BANK NOVA SCOTIA HALIFAX	57.9M	$4.3B	1.5%	—	$53.01	+39.54%	5 qtrs	Increased 54
AVGO Broadcom Inc	11.2M	$3.9B	1.3%	—	$236.35	+48.02%	5 qtrs	Decreased 0
CM CANADIAN IMPERIAL BANK OF CO	42.4M	$3.8B	1.3%	—	$63.52	+44.01%	5 qtrs	Increased 56
BMO BANK MONTREAL QUE	28.2M	$3.7B	1.3%	—	$93.81	+39.12%	5 qtrs	Decreased 0
GOOG Alphabet Inc	11.2M	$3.5B	1.2%	—	$194.62	+61.62%	5 qtrs	Increased 51
TSLA Tesla Inc	7.8M	$3.5B	1.2%	—	$419.80	+8.25%	5 qtrs	Increased 51
TRP TC ENERGY CORP	49.4M	$2.7B	0.9%	—	$47.59	+17.93%	5 qtrs	Increased 55
BN BROOKFIELD CORP	59.1M	$2.7B	0.9%	—	$40.16	+15.26%	5 qtrs	Increased 58
ENB ENBRIDGE INC C	55.5M	$2.7B	0.9%	—	$40.80	+17.76%	5 qtrs	Decreased 0
CNQ CANADIAN NAT RES LTD	69.5M	$2.4B	0.8%	—	$29.95	+13.22%	5 qtrs	Decreased 0
NFLX Netflix Inc	24.4M	$2.3B	0.8%	—	$93.41	+0.40%	5 qtrs	Increased 73
MFC MANULIFE FINL CORP	56.8M	$2.1B	0.7%	—	$30.25	+20.75%	5 qtrs	Decreased 0
SHOP Shopify Inc	12.1M	$2B	0.7%	—	$114.15	+43.44%	5 qtrs	Decreased 0
IVV ISHARES TR	2.8M	$1.9B	0.7%	—	$599.80	+15.03%	5 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	5.8M	$1.9B	0.7%	—	$238.57	+34.96%	5 qtrs	Decreased 0
Showing 25 of 3,089 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

ATSATS Corp

Q1 2025 → Q4 2025+2.1M shares+$54M

CORZCORE SCIENTIFIC INC NEW

Q1 2025 → Q4 2025+11,508 shares+$172,699

JEPIJ P MORGAN EXCHANGE TRADED F

Q1 2025 → Q4 2025+59,497 shares+$3.4M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer