BMO Capital Markets
Sell-side research on earnings calls · 13F filer
Analysts heard
17
Earnings calls
17
last Nov 4, 2026
Stocks asked about
17
Rating actions
1
from news headlines
Analysts
Introduced as BMO Capital Markets by the operator or in their own words on calls Lician transcribed. Names are machine transcriptions and may be misspelled.
| Stocks asked aboutStocks | |||
|---|---|---|---|
| Juan Sanabria | 2 | DOCSBRA | 2026-11-03 |
| Charlie Lederer | 1 | AIZ | 2026-11-04 |
| Charlie Lidera | 1 | AIZ | 2026-11-04 |
| Ben Mayhew | 1 | ANDE | 2026-11-04 |
| Katja Jancic | 1 | BTU | 2026-11-04 |
| Jack Matin | 1 | HMN | 2026-11-04 |
| Sean Dodge | 1 | MDLN | 2026-11-04 |
| Philip Jungwirth | 1 | OVV | 2026-11-04 |
| Daniel Jester | 1 | PAYC | 2026-11-04 |
| Jack Matten | 1 | PRU | 2026-11-04 |
| Jack Kindergon | 1 | SM | 2026-11-04 |
| AJ Bakshani | 1 | TALO | 2026-11-04 |
| Jeff Silber | 1 | IT | 2026-11-03 |
| Eric Borden | 1 | FCPT | 2026-10-29 |
| Vic Chopra | 1 | ALGN | 2026-10-28 |
| Philip Youngworth | 1 | DINO | 2026-10-28 |
| John Kim | 1 | KRC | 2026-10-23 |
Coverage on earnings calls
- AIZASSURANT, INC.
- ANDEAndersons, Inc.
- BTUPEABODY ENERGY CORP
- HMNHORACE MANN EDUCATORS CORP /DE/
- MDLNMedline Inc.
- OVVOvintiv Inc.
- PAYCPaycom Software, Inc.
- PRUPRUDENTIAL FINANCIAL INC
- SMSM Energy Co
- TALOTALOS ENERGY INC.
- DOCHEALTHPEAK PROPERTIES, INC.
- ITGARTNER INC
- SBRASabra Health Care REIT, Inc.
- FCPTFour Corners Property Trust, Inc.
- ALGNALIGN TECHNOLOGY INC
- DINOHF Sinclair Corp
- KRCKILROY REALTY CORP
Recent rating changes
Upgrades, downgrades, initiations and target changes by BMO Capital Markets named in news headlines Lician stores, each linked to its source. We do not use licensed rating databases, so this list is partial.
| Stock | Action | Rating | ||
|---|---|---|---|---|
| 2026-06-03 |  NAVN | Raises target | — | — |
13F holdings: the firm's own book
13F filing of BMO Capital Markets's parent, Bank of Montreal, for the quarter ended Jun 30, 2026, filed Aug 12, 2026 (SEC filing). A 13F lists US-listed securities over which the filer and its affiliates report investment discretion: its asset-management funds and accounts and its own trading. It is not a list of what BMO Capital Markets's brokerage clients hold; client positions are private.
Reported value
$272.9B
equity positions
Positions
3,263
New positions
294
vs Mar 31, 2026
Sold out
167
options $28.4B (not in totals)
Largest positions
| Rank | Holding | ||
|---|---|---|---|
| 1 |  RY | $12.53B | 4.6% |
| 2 |  NVDA | $10.09B | 3.7% |
| 3 |  AAPL | $7.74B | 2.8% |
| 4 |  TD | $7.62B | 2.8% |
| 5 |  GOOGL | $6.87B | 2.5% |
| 6 |  AMZN | $5.57B | 2.0% |
| 7 |  MSFT | $5.45B | 2.0% |
| 8 |  BMO | $4.97B | 1.8% |
| 9 | BURFORD CAPITAL LIMITED | $4.91B | 1.8% |
| 10 |  CM | $4.89B | 1.8% |
| 11 |  SPY | $4.81B | 1.8% |
| 12 |  BNS | $4.51B | 1.7% |
| 13 |  AVGO | $4.43B | 1.6% |
| 14 |  GOOG | $3.72B | 1.4% |
| 15 |  ENB | $3.33B | 1.2% |
| 16 |  META | $3.09B | 1.1% |
| 17 |  TSLA | $2.95B | 1.1% |
| 18 |  AMD | $2.89B | 1.1% |
| 19 |  CNQ | $2.56B | 0.9% |
| 20 |  MCO | $2.53B | 0.9% |
| 21 |  TRP | $2.47B | 0.9% |
| 22 |  BN | $2.42B | 0.9% |
| 23 |  MFC | $2.30B | 0.8% |
| 24 |  SU | $2.29B | 0.8% |
| 25 |  NFLX | $2.20B | 0.8% |
Biggest additions
Values as filed; value changes priced at this quarter's reported value per share. Options (puts/calls) are excluded from positions.