# BANK MONTREAL MEDIUM COM

BANK MONTREAL MEDIUM COM is a security (CUSIP 063671101) tracked across SEC portfolio filings. 685 institutional managers reported $47.0B on Form 13F as of 2026-06-30; 9 registered fund positions totaling $24.1M via N-PORT as of 2026-05-31.

## Summary

- Issuer: BANK MONTREAL MEDIUM
- Class: COM
- CUSIP: 063671101
- Asset category: EC
- 13F holders: 685
- 13F value: $47.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 9
- N-PORT value: $24.1M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 685 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Royal Bank of Canada | TORONTO, A6 | $7.9B | 52,598,042 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $4.3B | 33,017,205 |
| BANK OF MONTREAL /CAN/ | TORONTO, A6 | $3.9B | 27,997,338 |
| TD Asset Management Inc | Toronto, A6 | $2.7B | 15,233,725 |
| CIBC WORLD MARKET INC. | TORONTO, A6 | $1.8B | 13,185,798 |
| FIL Ltd | HAMILTON, D0 | $1.6B | 11,494,233 |
| NATIONAL BANK OF CANADA /FI/ | MONTREAL, A8 | $1.5B | 10,760,298 |
| 1832 Asset Management L.P. | TORONTO, A6 | $1.3B | 9,599,929 |
| [CIBC Asset Management Inc](https://search.stillhousedata.com/firm/106508) | TORONTO, Z4 | $1.2B | 6,747,985 |
| [MACKENZIE FINANCIAL CORP](https://search.stillhousedata.com/firm/110338) | TORONTO ONTARIO, A6 | $1.2B | 8,582,188 |
| TD Waterhouse Canada Inc. | TORONTO, A6 | $1.1B | 6,350,903 |
| TORONTO DOMINION BANK | Toronto, Ontario, A6 | $1.0B | 5,876,515 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $1.0B | 7,312,069 |
| FMR LLC | BOSTON, MA | $987.8M | 7,293,193 |
| CANADA PENSION PLAN INVESTMENT BOARD | Toronto Ontario, A6 | $845.2M | 6,238,876 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Federated Hermes International Strategic Value Dividend Fund](https://search.stillhousedata.com/fund/S000022420) | Federated Hermes Equity Funds | $9.0M | 108.31% |
| [Old Westbury Large Cap Strategies Fund](https://search.stillhousedata.com/fund/S000001858) | Old Westbury Funds Inc | $5.9M | 2.35% |
| [Calvert International Responsible Index Fund](https://search.stillhousedata.com/fund/S000051237) | Calvert Responsible Index Series, Inc. | $5.8M | 43.30% |
| [VIP International Index Portfolio](https://search.stillhousedata.com/fund/S000061713) | Variable Insurance Products Fund II | $3.4M | 26.56% |
| [BlackRock Balanced Portfolio](https://search.stillhousedata.com/fund/S000003863) | BlackRock Series Fund, Inc. | $276K | 5.94% |
| [Federated Hermes Global Allocation Fund](https://search.stillhousedata.com/fund/S000009117) | Federated Hermes Global Allocation Fund | $210K | 7.19% |
| [BlackRock Balanced Fund, Inc.](https://search.stillhousedata.com/fund/S000002175) | BlackRock Balanced Fund, Inc. | $197K | 1.08% |
| [Blackstone Alternative Multi-Strategy Fund](https://search.stillhousedata.com/fund/S000045538) | Blackstone Alternative Investment Funds | $-14K | -0.04% |
| [GATOR CAPITAL LONG/SHORT FUND](https://search.stillhousedata.com/fund/S000011446) | Caldwell & Orkin Funds, Inc. | $-608K | -74.93% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/063671101.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.