Institutional manager
BANK OF MONTREAL /CAN/
Holds positions in 487 of the S&P 500, worth $121.5bn as reported for the quarter ended 31-mar-2026.
Positions held487of 488 index companies covered
Reported value$121.5bnS&P 500 positions only
Top ten weight44%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 487 held. The rest are smaller than every one of these.
NvidiaNVDA55.8m$9.73bnInformation TechnologyAlphabet Inc. (Class A)GOOGL29.3m$8.43bnCommunication ServicesApple Inc.AAPL27.3m$6.92bnInformation TechnologyState Street CorporationSTT25.1m$5.70bnFinancialsMicrosoftMSFT15.0m$5.56bnInformation TechnologyAmazonAMZN24.6m$5.13bnConsumer DiscretionaryMeta PlatformsMETA5.9m$3.38bnCommunication ServicesBroadcomAVGO9.9m$3.06bnInformation TechnologyNetflixNFLX26.6m$2.56bnCommunication ServicesTesla, Inc.TSLA6.7m$2.47bnConsumer DiscretionaryVisa Inc.V6.2m$1.86bnFinancialsJPMorgan ChaseJPM5.6m$1.63bnFinancialsWalmartWMT12.4m$1.54bnConsumer StaplesBerkshire HathawayBRK.B2.5m$1.49bnFinancialsLilly (Eli)LLY1.5m$1.39bnHealth CareCostcoCOST1.4m$1.37bnConsumer StaplesPalantir TechnologiesPLTR7.8m$1.15bnInformation TechnologyJohnson & JohnsonJNJ4.5m$1.10bnHealth CareMorgan StanleyMS6.7m$1.10bnFinancialsAdvanced Micro DevicesAMD5.1m$1.04bnInformation TechnologyBank of AmericaBAC20.6m$1.00bnFinancialsMicron TechnologyMU2.9m$989mInformation TechnologyGoldman SachsGS1.2m$988mFinancialsMastercardMA1.9m$954mFinancialsInvescoIVZ2.3m$876mFinancialsExxonMobilXOM5.1m$863mEnergyCitigroupC6.7m$760mFinancialsAbbVieABBV3.1m$670mHealth CareOracle CorporationORCL4.4m$642mInformation TechnologyCrowdStrikeCRWD1.5m$603mInformation TechnologyProcter & GamblePG4.0m$582mConsumer StaplesMerck & Co.MRK4.8m$581mHealth CareChevron CorporationCVX2.7m$553mEnergyVerizonVZ10.9m$547mCommunication ServicesCiscoCSCO6.9m$538mInformation TechnologyHome Depot (The)HD1.6m$524mConsumer DiscretionaryNextEra EnergyNEE6.3m$523mUtilitiesServiceNowNOW4.9m$517mInformation TechnologyLinde plcLIN1.0m$516mMaterialsCaterpillar Inc.CAT717,839$509mIndustrialsParker HannifinPH566,649$507mIndustrialsAT&TT17.5m$506mCommunication ServicesGeneral DynamicsGD1.5m$498mIndustrialsTJX CompaniesTJX3.1m$496mConsumer DiscretionaryGilead SciencesGILD3.5m$495mHealth CareLockheed MartinLMT807,427$488mIndustrialsPalo Alto NetworksPANW3.0m$479mInformation TechnologyCoca-Cola Company (The)KO6.0m$456mConsumer StaplesMcDonald'sMCD1.4m$436mConsumer DiscretionaryLam ResearchLRCX2.0m$432mInformation TechnologyWaste ManagementWM1.9m$427mIndustrialsUnitedHealth GroupUNH1.5m$415mHealth CarePhilip Morris InternationalPM2.5m$415mConsumer StaplesFreeport-McMoRanFCX6.9m$408mMaterialsGE VernovaGEV463,860$405mIndustrialsSeagate TechnologySTX1.0m$395mInformation TechnologyWells FargoWFC4.9m$389mFinancialsGE AerospaceGE1.4m$383mIndustrialsWestern DigitalWDC1.4m$380mInformation TechnologyMcKesson CorporationMCK427,003$370mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.