Home › Companies › Bank of Montreal › 2024-2025

Bank of Montreal 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated October 14, 2026.

  • 48Reported items
  • 293Asset managers
  • 3,581Fund votes
  • April 11, 2025Meeting date

Results at a glance

No official results are on file for this meeting: no Form 8-K tally (Item 5.07) from Bank of Montreal has been matched to it. The figures below are the funds’ own votes from Form N-PX. They are not the meeting result, so they are not used to judge dissent.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore Bank of Montreal in the interactive database Compare manager voting policies

How asset managers voted at the Bank of Montreal 2024-2025 meeting

Each item below shows how the 293 asset managers that disclosed a Bank of Montreal vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Bank of Montreal’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director Brian McManus

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,634,356 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,634,356
Largest asset managers voting on “Elect Director Brian McManus” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST48,2430 00For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

2. ELECTION OF DIRECTOR: CRAIG W. BRODERICK

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.8% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,575,581 for, 58,775 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,575,581WITHHOLD: 58,775
Largest asset managers voting on “ELECTION OF DIRECTOR: CRAIG W. BRODERICK” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust14,3840 040,884Mixed
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST47,7020 0541For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

3. ELECTION OF DIRECTOR: DARRYL WHITE

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,634,356 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,634,356
Largest asset managers voting on “ELECTION OF DIRECTOR: DARRYL WHITE” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST48,2430 00For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

4. ELECTION OF DIRECTOR: DAVID E. HARQUAIL

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,634,356 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,634,356
Largest asset managers voting on “ELECTION OF DIRECTOR: DAVID E. HARQUAIL” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST48,2430 00For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

5. ELECTION OF DIRECTOR: DIANE L. COOPER

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,634,356 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,634,356
Largest asset managers voting on “ELECTION OF DIRECTOR: DIANE L. COOPER” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST48,2430 00For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

6. ELECTION OF DIRECTOR: GEORGE A. COPE

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.7% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,527,642 for, 106,714 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,527,642WITHHOLD: 106,714
Largest asset managers voting on “ELECTION OF DIRECTOR: GEORGE A. COPE” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust14,3840 040,884Mixed
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST47,7020 0541For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert00 043,747Withhold
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

7. ELECTION OF DIRECTOR: HAZEL CLAXTON

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,634,356 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,634,356
Largest asset managers voting on “ELECTION OF DIRECTOR: HAZEL CLAXTON” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST48,2430 00For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

8. ELECTION OF DIRECTOR: JANICE M. BABIAK

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.8% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,575,581 for, 58,775 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,575,581WITHHOLD: 58,775
Largest asset managers voting on “ELECTION OF DIRECTOR: JANICE M. BABIAK” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust14,3840 040,884Mixed
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST47,7020 0541For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

9. ELECTION OF DIRECTOR: LORRAINE MITCHELMORE

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.8% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,575,581 for, 58,775 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,575,581WITHHOLD: 58,775
Largest asset managers voting on “ELECTION OF DIRECTOR: LORRAINE MITCHELMORE” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust14,3840 040,884Mixed
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST47,7020 0541For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

10. ELECTION OF DIRECTOR: MADHU RANGANATHAN

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,623,772 for, 10,584 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,623,772ABSTAIN: 10,584
Largest asset managers voting on “ELECTION OF DIRECTOR: MADHU RANGANATHAN” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,770,1200 10,5840For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST48,2430 00For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

11. ELECTION OF DIRECTOR: MARTIN S. EICHENBAUM

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,634,356 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,634,356
Largest asset managers voting on “ELECTION OF DIRECTOR: MARTIN S. EICHENBAUM” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST48,2430 00For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

12. ELECTION OF DIRECTOR: STEPHEN DENT

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 57 asset managers

The 57 asset managers below reported 42,634,356 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,634,356
Largest asset managers voting on “ELECTION OF DIRECTOR: STEPHEN DENT” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST48,2430 00For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 57 asset managers. See all 57 in the interactive database.

13. ELECTION OF DIRECTOR: ERIC R. LA FLECHE

No official resultsDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 56 asset managers

The 56 asset managers below reported 42,632,061 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 42,632,061
Largest asset managers voting on “ELECTION OF DIRECTOR: ERIC R. LA FLECHE” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Six Circles Trust186,8750 00For
Hartford177,3120 00For
Franklin Templeton152,6500 00For
John Hancock115,9790 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
HC CAPITAL TRUST48,2430 00For
Brinker Capital Destinations Trust46,2220 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For

Showing the 25 largest of 56 asset managers. See all 56 in the interactive database.

14. Advisory vote on the Bank's Approach to Executive Compensation

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

Combines 6 wordings of this item as funds reported it.

99.6% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 232 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 12 asset managers voting on “Advisory vote on the Bank's Approach to Executive Compensation” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Six Circles Trust186,8750 00For
John Hancock115,9790 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
Jackson National15,4870 00For
Allianz6,2680 00For
RBB FUND, INC.2,2950 00For
GPS Funds I1,9100 00For
Pacer Funds Trust1,1490 00For
CITY NATIONAL ROCHDALE FUNDS5530 00For
ADVISORS SERIES TRUST630 00For

Fund voting reports, all 12 managers: 5,768,387 for.

Institutional-manager reports: 217 asset managers voting on “Advisory vote on the Bank's Approach to Executive Compensation” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock28,804,1270 00For
1832 Asset Management L.P.8,685,4330 00For
SCOTIA CAPITAL INC.4,508,7430 00For
JARISLOWSKY, FRASER Ltd3,776,197122,533 00For
Fiera Capital Corp3,569,8610 00For
Cardinal Capital Management, Inc.1,275,8100 00For
Northern Trust1,106,5710 00For
LETKO, BROSSEAU & ASSOCIATES INC1,080,4720 00For
Foyston, Gordon & Payne Inc706,5000 00For
Value Partners Investments Inc.528,2750 00For
RAYMOND JAMES & ASSOCIATES412,1540 00For
LPL Financial LLC267,8150 00For
ENVESTNET ASSET MANAGEMENT INC259,5160 00For
Rempart Asset Management Inc.228,5430 00For
AGF MANAGEMENT LTD226,5110 00For
Korea Investment CORP141,4390 00For
TRUIST FINANCIAL CORP94,9920 00For
South Dakota Investment Council93,7350 00For
Treasurer of the State of North Carolina73,8490 00For
Lorne Steinberg Wealth Management Inc.072,249 00Against
NATIONAL BANK TRUST INC.62,4020 00For
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/61,0430 00For
BRIDGES INVESTMENT MANAGEMENT INC58,6330 00For
Northwest Bancshares, Inc.56,7450 00For
PNC BANK, NATIONAL ASSOCIATION56,6280 00For

Institutional-manager reports, all 217 managers: 56,834,492 for, 238,942 against. Showing the 25 largest; see all in the interactive database.

15. Advisory Vote on Executive Compensation Approach

97% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 46 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 38 asset managers voting on “Advisory Vote on Executive Compensation Approach” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
TIAA01,337,888 00Against
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Franklin Templeton152,6500 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
HC CAPITAL TRUST48,2430 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For
GMO24,1000 00For
OLD WESTBURY FUNDS INC22,4000 00For
Lincoln Financial19,2120 00For
PRAXIS FUNDS17,3500 00For
Brinker Capital Destinations Trust14,5720 00For
DWS11,1440 00For
AQR10,9480 00For
WILMINGTON FUNDS8,9250 00For
Morgan Stanley7,7360 00For

Fund voting reports, all 38 managers: 31,691,802 for, 1,337,888 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 7 asset managers voting on “Advisory Vote on Executive Compensation Approach” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
JPMorgan2,874,9360 00For
Desjardins Global Asset Management Inc.2,810,6040 00For
APG Asset Management US Inc.1,677,4260 00For
CIDEL ASSET MANAGEMENT INC235,5770 00For
NORDEA INVESTMENT MANAGEMENT AB062,514 00Against
Dixon Mitchell Investment Counsel Inc.690 00For
SHELTON CAPITAL MANAGEMENT650 00For

Institutional-manager reports, all 7 managers: 7,598,677 for, 62,514 against.

16. Advisory Vote to Ratify Named Executive Officers' Compensation

No official resultsFund totals may overlapSECTION 14A SAY-ON-PAY VOTES

99.3% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 17 asset managers

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 7 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
Hartford35,084142,228 00Mixed
Brinker Capital Destinations Trust31,6500 00For
Russell Investments20,0980 00For
Brighthouse02,729 00Against
ETFis Series Trust I6880 00For

Fund voting reports, all 7 managers: 3,691,257 for, 144,957 against.

Institutional-manager reports: 10 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
TD ASSET MANAGEMENT INC16,790,3360 00For
TD Waterhouse Canada Inc.3,196,2320 00For
Beutel, Goodman & Co Ltd.337,6910 00For
Triasima Portfolio Management inc.69,016400 00For
Regime de rentes du Mouvement Desjardins42,3230 00For
LOUISBOURG INVESTMENTS INC.8,4280 00For
Union Investment Institutional GmbH04,000 00Against
Genus Capital Management Inc.03,845 00Against
Union Investment Privatfonds GmbH01,157 00Against
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma1170 00For

Institutional-manager reports, all 10 managers: 20,444,143 for, 9,402 against.

17. Ratify KPMG LLP as Auditors

No official resultsAUDIT-RELATED

100% of fund votes cast · no official result

FOR
Details: votes by 40 asset managers

The 40 asset managers below reported 33,029,755 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 33,029,755
Largest asset managers voting on “Ratify KPMG LLP as Auditors” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard19,016,0130 00For
Fidelity6,577,2190 00For
Dimensional3,771,6440 00For
TIAA1,337,8880 00For
State Street968,8070 00For
First Trust427,5370 00For
American Century208,7250 00For
Franklin Templeton152,6500 00For
Victory Capital76,7560 00For
Lattice Strategies Trust72,0770 00For
Northern Trust55,2680 00For
HC CAPITAL TRUST48,2430 00For
SA FUNDS INVESTMENT TRUST43,7840 00For
Calvert43,7470 00For
Pacific Life38,8130 00For
BNY Mellon27,1690 00For
GMO24,1000 00For
OLD WESTBURY FUNDS INC22,4000 00For
Lincoln Financial19,2120 00For
PRAXIS FUNDS17,3500 00For
Brinker Capital Destinations Trust14,5720 00For
DWS11,1440 00For
AQR10,9480 00For
WILMINGTON FUNDS8,9250 00For
Morgan Stanley7,7360 00For

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

18. APPOINTMENT OF SHAREHOLDERS' AUDITORS

No official resultsAUDIT-RELATED

Combines 2 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 13 asset managers

The 13 asset managers below reported 5,768,387 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 5,768,387
Largest asset managers voting on “APPOINTMENT OF SHAREHOLDERS' AUDITORS” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,780,7040 00For
JPMorgan2,605,3430 00For
Six Circles Trust186,8750 00For
John Hancock115,9790 00For
MASTER INVESTMENT PORTFOLIO51,7610 00For
Jackson National15,4870 00For
Allianz6,2680 00For
RBB FUND, INC.2,2950 00For
GPS Funds I1,9100 00For
Pacer Funds Trust1,1490 00For
CITY NATIONAL ROCHDALE FUNDS5530 00For
ADVISORS SERIES TRUST630 00For
BRANDYWINE OAK PRIVATE WEALTH LLC00 00--

19. Appointment of Auditor

No official resultsAUDIT-RELATED

96% of fund votes cast · no official result

FOR
Details: votes by 7 asset managers

The 7 asset managers below reported 3,691,257 for, 144,957 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 3,691,257WITHHOLD: 144,957
Largest asset managers voting on “Appointment of Auditor” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,928,3120 00For
Federated Hermes1,675,4250 00For
Hartford35,0840 0142,228Mixed
Brinker Capital Destinations Trust31,6500 00For
Russell Investments20,0980 00For
Brighthouse00 02,729Withhold
ETFis Series Trust I6880 00For

20. SP 7: Executive Compensation Internal Pay Metrics Disclosure

0.5% of fund votes cast · no official result

AGAINST
Details: votes by 42 asset managers

The 42 asset managers below reported 152,228 for, 33,113,173 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 152,228AGAINST: 33,113,173
Largest asset managers voting on “SP 7: Executive Compensation Internal Pay Metrics Disclosure” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard019,016,013 00Against
Fidelity06,577,219 00Against
Dimensional03,771,644 00Against
TIAA01,337,888 00Against
State Street0968,807 00Against
First Trust0427,537 00Against
CIDEL ASSET MANAGEMENT INC0235,577 00Against
American Century0208,725 00Against
Franklin Templeton0152,650 00Against
Victory Capital076,756 00Against
Lattice Strategies Trust072,077 00Against
Northern Trust40,88414,384 00Mixed
HC CAPITAL TRUST46,0552,188 00For
SA FUNDS INVESTMENT TRUST043,784 00Against
Calvert43,7470 00For
Pacific Life038,813 00Against
BNY Mellon027,169 00Against
GMO024,100 00Against
OLD WESTBURY FUNDS INC022,400 00Against
Lincoln Financial019,212 00Against
PRAXIS FUNDS17,3500 00For
Brinker Capital Destinations Trust014,572 00Against
DWS011,144 00Against
AQR010,948 00Against
WILMINGTON FUNDS08,925 00Against

Showing the 25 largest of 42 asset managers. See all 42 in the interactive database.

21. SP 1: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting

No official resultsOTHER SOCIAL ISSUES

0.6% of fund votes cast · no official result

AGAINST
Details: votes by 40 asset managers

The 40 asset managers below reported 189,464 for, 32,840,291 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 189,464AGAINST: 32,840,291
Largest asset managers voting on “SP 1: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard019,016,013 00Against
Fidelity06,577,219 00Against
Dimensional03,771,644 00Against
TIAA01,337,888 00Against
State Street0968,807 00Against
First Trust0427,537 00Against
American Century0208,725 00Against
Franklin Templeton0152,650 00Against
Victory Capital076,756 00Against
Lattice Strategies Trust072,077 00Against
Northern Trust40,88414,384 00Mixed
HC CAPITAL TRUST48,2430 00For
SA FUNDS INVESTMENT TRUST043,784 00Against
Calvert43,7470 00For
Pacific Life038,813 00Against
BNY Mellon027,169 00Against
GMO24,1000 00For
OLD WESTBURY FUNDS INC022,400 00Against
Lincoln Financial019,212 00Against
PRAXIS FUNDS17,3500 00For
Brinker Capital Destinations Trust014,572 00Against
DWS011,144 00Against
AQR10,9480 00For
WILMINGTON FUNDS08,925 00Against
Morgan Stanley4,1923,544 00Mixed

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

22. SP 2: Advisory Vote on Environmental Policies

No official resultsENVIRONMENT OR CLIMATE

5% of fund votes cast · no official result

AGAINST
Details: votes by 40 asset managers

The 40 asset managers below reported 1,490,770 for, 31,537,858 against, 1,127 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,490,770AGAINST: 31,537,858ABSTAIN: 1,127
Largest asset managers voting on “SP 2: Advisory Vote on Environmental Policies” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard019,016,013 00Against
Fidelity06,577,219 00Against
Dimensional03,771,644 00Against
TIAA1,337,8880 00For
State Street0968,807 00Against
First Trust0427,537 00Against
American Century0208,725 00Against
Franklin Templeton0152,650 00Against
Victory Capital076,756 00Against
Lattice Strategies Trust072,077 00Against
Northern Trust40,88414,384 00Mixed
HC CAPITAL TRUST2,72945,514 00Mixed
SA FUNDS INVESTMENT TRUST043,784 00Against
Calvert43,7470 00For
Pacific Life038,813 00Against
BNY Mellon027,169 00Against
GMO24,1000 00For
OLD WESTBURY FUNDS INC022,400 00Against
Lincoln Financial019,212 00Against
PRAXIS FUNDS17,3500 00For
Brinker Capital Destinations Trust014,572 00Against
DWS011,144 00Against
AQR10,9480 00For
WILMINGTON FUNDS08,925 00Against
Morgan Stanley7,7360 00For

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

23. SP 3: Employee Language Skills Disclosure

No official resultsCORPORATE GOVERNANCEOTHER

0% of fund votes cast · no official result

AGAINST
Details: votes by 40 asset managers

The 40 asset managers below reported 33,029,755 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 33,029,755
Largest asset managers voting on “SP 3: Employee Language Skills Disclosure” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard019,016,013 00Against
Fidelity06,577,219 00Against
Dimensional03,771,644 00Against
TIAA01,337,888 00Against
State Street0968,807 00Against
First Trust0427,537 00Against
American Century0208,725 00Against
Franklin Templeton0152,650 00Against
Victory Capital076,756 00Against
Lattice Strategies Trust072,077 00Against
Northern Trust055,268 00Against
HC CAPITAL TRUST048,243 00Against
SA FUNDS INVESTMENT TRUST043,784 00Against
Calvert043,747 00Against
Pacific Life038,813 00Against
BNY Mellon027,169 00Against
GMO024,100 00Against
OLD WESTBURY FUNDS INC022,400 00Against
Lincoln Financial019,212 00Against
PRAXIS FUNDS017,350 00Against
Brinker Capital Destinations Trust014,572 00Against
DWS011,144 00Against
AQR010,948 00Against
WILMINGTON FUNDS08,925 00Against
Morgan Stanley07,736 00Against

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

24. SP 4: Adopt Advanced Generative AI Systems Voluntary Code of Conduct

No official resultsOTHER SOCIAL ISSUES

0.5% of fund votes cast · no official result

AGAINST
Details: votes by 40 asset managers

The 40 asset managers below reported 161,160 for, 32,867,468 against, 1,127 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 161,160AGAINST: 32,867,468ABSTAIN: 1,127
Largest asset managers voting on “SP 4: Adopt Advanced Generative AI Systems Voluntary Code of Conduct” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard019,016,013 00Against
Fidelity06,577,219 00Against
Dimensional03,771,644 00Against
TIAA01,337,888 00Against
State Street0968,807 00Against
First Trust0427,537 00Against
American Century0208,725 00Against
Franklin Templeton0152,650 00Against
Victory Capital076,756 00Against
Lattice Strategies Trust072,077 00Against
Northern Trust40,88414,384 00Mixed
HC CAPITAL TRUST46,0552,188 00For
SA FUNDS INVESTMENT TRUST043,784 00Against
Calvert43,7470 00For
Pacific Life038,813 00Against
BNY Mellon027,169 00Against
GMO024,100 00Against
OLD WESTBURY FUNDS INC022,400 00Against
Lincoln Financial019,212 00Against
PRAXIS FUNDS17,3500 00For
Brinker Capital Destinations Trust014,572 00Against
DWS011,144 00Against
AQR010,948 00Against
WILMINGTON FUNDS08,925 00Against
Morgan Stanley7,7360 00For

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

25. SP 5: Annual Energy Supply Ratio Disclosure

No official resultsENVIRONMENT OR CLIMATE

5% of fund votes cast · no official result

AGAINST
Details: votes by 40 asset managers

The 40 asset managers below reported 1,663,688 for, 31,364,940 against, 1,127 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 1,663,688AGAINST: 31,364,940ABSTAIN: 1,127
Largest asset managers voting on “SP 5: Annual Energy Supply Ratio Disclosure” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard019,016,013 00Against
Fidelity1,3346,575,885 00Against
Dimensional118,9183,652,726 00Against
TIAA1,337,8880 00For
State Street0968,807 00Against
First Trust0427,537 00Against
American Century0208,725 00Against
Franklin Templeton0152,650 00Against
Victory Capital076,756 00Against
Lattice Strategies Trust072,077 00Against
Northern Trust55,2680 00For
HC CAPITAL TRUST48,2430 00For
SA FUNDS INVESTMENT TRUST043,784 00Against
Calvert43,7470 00For
Pacific Life038,813 00Against
BNY Mellon027,169 00Against
GMO24,1000 00For
OLD WESTBURY FUNDS INC022,400 00Against
Lincoln Financial019,212 00Against
PRAXIS FUNDS17,3500 00For
Brinker Capital Destinations Trust014,572 00Against
DWS011,144 00Against
AQR10,9480 00For
WILMINGTON FUNDS08,925 00Against
Morgan Stanley4,1923,544 00Mixed

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

26. SP 6: Lobbying and Policy Influence Activities Disclosure

No official resultsENVIRONMENT OR CLIMATEOTHER SOCIAL ISSUES

0.7% of fund votes cast · no official result

AGAINST
Details: votes by 40 asset managers

The 40 asset managers below reported 200,608 for, 32,828,020 against, 1,127 abstained. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 200,608AGAINST: 32,828,020ABSTAIN: 1,127
Largest asset managers voting on “SP 6: Lobbying and Policy Influence Activities Disclosure” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Vanguard019,016,013 00Against
Fidelity06,577,219 00Against
Dimensional03,771,644 00Against
TIAA01,337,888 00Against
State Street0968,807 00Against
First Trust0427,537 00Against
American Century0208,725 00Against
Franklin Templeton0152,650 00Against
Victory Capital076,756 00Against
Lattice Strategies Trust072,077 00Against
Northern Trust40,88414,384 00Mixed
HC CAPITAL TRUST48,2430 00For
SA FUNDS INVESTMENT TRUST043,784 00Against
Calvert43,7470 00For
Pacific Life038,813 00Against
BNY Mellon027,169 00Against
GMO24,1000 00For
OLD WESTBURY FUNDS INC022,400 00Against
Lincoln Financial019,212 00Against
PRAXIS FUNDS17,3500 00For
Brinker Capital Destinations Trust014,572 00Against
DWS11,1440 00For
AQR10,9480 00For
WILMINGTON FUNDS08,925 00Against
Morgan Stanley4,1923,544 00Mixed

Showing the 25 largest of 40 asset managers. See all 40 in the interactive database.

27. Shareholder Proposal Regarding Pay Ratio Disclosure

0.2% of fund votes cast · no official result

AGAINST
Details: votes by 10 asset managers

The 10 asset managers below reported 5,157 for, 3,844,642 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 5,157AGAINST: 3,844,642
Largest asset managers voting on “Shareholder Proposal Regarding Pay Ratio Disclosure” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,928,312 00Against
Federated Hermes01,675,425 00Against
Hartford0177,312 00Against
Brinker Capital Destinations Trust031,650 00Against
Russell Investments020,098 00Against
LOUISBOURG INVESTMENTS INC.08,428 00Against
Union Investment Institutional GmbH4,0000 00For
Brighthouse02,729 00Against
Union Investment Privatfonds GmbH1,1570 00For
ETFis Series Trust I0688 00Against

28. Shareholder Proposal No. 1

0.1% of fund votes cast · no official result

AGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 2,295 for, 5,455,040 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 2,295AGAINST: 5,455,040
Largest asset managers voting on “Shareholder Proposal No. 1” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock02,780,704 00Against
JPMorgan02,605,343 00Against
MASTER INVESTMENT PORTFOLIO051,761 00Against
Jackson National015,487 00Against
RBB FUND, INC.2,2950 00For
Pacer Funds Trust01,129 00Against
CITY NATIONAL ROCHDALE FUNDS0553 00Against
ADVISORS SERIES TRUST063 00Against
BRANDYWINE OAK PRIVATE WEALTH LLC00 00--

29. Shareholder Proposal No. 2

47.7% of fund votes cast · no official result

FORAGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 2,605,343 for, 2,851,992 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 2,605,343AGAINST: 2,851,992
Largest asset managers voting on “Shareholder Proposal No. 2” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock02,780,704 00Against
JPMorgan2,605,3430 00For
MASTER INVESTMENT PORTFOLIO051,761 00Against
Jackson National015,487 00Against
RBB FUND, INC.02,295 00Against
Pacer Funds Trust01,129 00Against
CITY NATIONAL ROCHDALE FUNDS0553 00Against
ADVISORS SERIES TRUST063 00Against
BRANDYWINE OAK PRIVATE WEALTH LLC00 00--

30. Shareholder Proposal No. 3

0% of fund votes cast · no official result

AGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 5,457,335 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 5,457,335
Largest asset managers voting on “Shareholder Proposal No. 3” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock02,780,704 00Against
JPMorgan02,605,343 00Against
MASTER INVESTMENT PORTFOLIO051,761 00Against
Jackson National015,487 00Against
RBB FUND, INC.02,295 00Against
Pacer Funds Trust01,129 00Against
CITY NATIONAL ROCHDALE FUNDS0553 00Against
ADVISORS SERIES TRUST063 00Against
BRANDYWINE OAK PRIVATE WEALTH LLC00 00--

31. Shareholder Proposal No. 4

0% of fund votes cast · no official result

AGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 5,457,335 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 5,457,335
Largest asset managers voting on “Shareholder Proposal No. 4” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock02,780,704 00Against
JPMorgan02,605,343 00Against
MASTER INVESTMENT PORTFOLIO051,761 00Against
Jackson National015,487 00Against
RBB FUND, INC.02,295 00Against
Pacer Funds Trust01,129 00Against
CITY NATIONAL ROCHDALE FUNDS0553 00Against
ADVISORS SERIES TRUST063 00Against
BRANDYWINE OAK PRIVATE WEALTH LLC00 00--

32. Shareholder Proposal No. 5

47.9% of fund votes cast · no official result

FORAGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 2,613,167 for, 2,844,168 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 2,613,167AGAINST: 2,844,168
Largest asset managers voting on “Shareholder Proposal No. 5” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock7,8242,772,880 00Against
JPMorgan2,605,3430 00For
MASTER INVESTMENT PORTFOLIO051,761 00Against
Jackson National015,487 00Against
RBB FUND, INC.02,295 00Against
Pacer Funds Trust01,129 00Against
CITY NATIONAL ROCHDALE FUNDS0553 00Against
ADVISORS SERIES TRUST063 00Against
BRANDYWINE OAK PRIVATE WEALTH LLC00 00--

33. Shareholder Proposal No. 6

No official resultsENVIRONMENT OR CLIMATE

47.9% of fund votes cast · no official result

FORAGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 2,615,462 for, 2,841,873 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 2,615,462AGAINST: 2,841,873
Largest asset managers voting on “Shareholder Proposal No. 6” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock7,8242,772,880 00Against
JPMorgan2,605,3430 00For
MASTER INVESTMENT PORTFOLIO051,761 00Against
Jackson National015,487 00Against
RBB FUND, INC.2,2950 00For
Pacer Funds Trust01,129 00Against
CITY NATIONAL ROCHDALE FUNDS0553 00Against
ADVISORS SERIES TRUST063 00Against
BRANDYWINE OAK PRIVATE WEALTH LLC00 00--

34. Shareholder Proposal No. 7

0.1% of fund votes cast · no official result

AGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 2,295 for, 5,455,040 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 2,295AGAINST: 5,455,040
Largest asset managers voting on “Shareholder Proposal No. 7” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock02,780,704 00Against
JPMorgan02,605,343 00Against
MASTER INVESTMENT PORTFOLIO051,761 00Against
Jackson National015,487 00Against
RBB FUND, INC.2,2950 00For
Pacer Funds Trust01,129 00Against
CITY NATIONAL ROCHDALE FUNDS0553 00Against
ADVISORS SERIES TRUST063 00Against
BRANDYWINE OAK PRIVATE WEALTH LLC00 00--

35. Shareholder Proposal Regarding Disclosure of Country-by-Country Reporting

No official resultsCORPORATE GOVERNANCE

0.2% of fund votes cast · no official result

AGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 5,157 for, 3,836,214 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 5,157AGAINST: 3,836,214
Largest asset managers voting on “Shareholder Proposal Regarding Disclosure of Country-by-Country Reporting” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,928,312 00Against
Federated Hermes01,675,425 00Against
Hartford0177,312 00Against
Brinker Capital Destinations Trust031,650 00Against
Russell Investments020,098 00Against
Union Investment Institutional GmbH4,0000 00For
Brighthouse02,729 00Against
Union Investment Privatfonds GmbH1,1570 00For
ETFis Series Trust I0688 00Against

36. Shareholder Proposal Regarding Adhering to Voluntary Code of Conduct on AI Systems

No official resultsOTHER SOCIAL ISSUES

0% of fund votes cast · no official result

AGAINST
Details: votes by 7 asset managers

The 7 asset managers below reported 3,836,214 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 3,836,214
Largest asset managers voting on “Shareholder Proposal Regarding Adhering to Voluntary Code of Conduct on AI Systems” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,928,312 00Against
Federated Hermes01,675,425 00Against
Hartford0177,312 00Against
Brinker Capital Destinations Trust031,650 00Against
Russell Investments020,098 00Against
Brighthouse02,729 00Against
ETFis Series Trust I0688 00Against

37. Shareholder Proposal Regarding Disclosure of Employee Language Fluency

No official resultsCORPORATE GOVERNANCE

0% of fund votes cast · no official result

AGAINST
Details: votes by 7 asset managers

The 7 asset managers below reported 3,836,214 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

AGAINST: 3,836,214
Largest asset managers voting on “Shareholder Proposal Regarding Disclosure of Employee Language Fluency” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,928,312 00Against
Federated Hermes01,675,425 00Against
Hartford0177,312 00Against
Brinker Capital Destinations Trust031,650 00Against
Russell Investments020,098 00Against
Brighthouse02,729 00Against
ETFis Series Trust I0688 00Against

38. Shareholder Proposal Regarding Energy Supply Ratio

No official resultsENVIRONMENT OR CLIMATE

5% of fund votes cast · no official result

AGAINST
Details: votes by 7 asset managers

The 7 asset managers below reported 180,729 for, 3,655,485 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 180,729AGAINST: 3,655,485
Largest asset managers voting on “Shareholder Proposal Regarding Energy Supply Ratio” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,928,312 00Against
Federated Hermes01,675,425 00Against
Hartford177,3120 00For
Brinker Capital Destinations Trust031,650 00Against
Russell Investments020,098 00Against
Brighthouse2,7290 00For
ETFis Series Trust I6880 00For

39. Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement

No official resultsENVIRONMENT OR CLIMATE

5% of fund votes cast · no official result

AGAINST
Details: votes by 7 asset managers

The 7 asset managers below reported 180,729 for, 3,655,485 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 180,729AGAINST: 3,655,485
Largest asset managers voting on “Shareholder Proposal Regarding Lobbying Activity Alignment with the Paris Agreement” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,928,312 00Against
Federated Hermes01,675,425 00Against
Hartford177,3120 00For
Brinker Capital Destinations Trust031,650 00Against
Russell Investments020,098 00Against
Brighthouse2,7290 00For
ETFis Series Trust I6880 00For

40. Shareholder Proposal Regarding Say on Climate

No official resultsENVIRONMENT OR CLIMATE

0.6% of fund votes cast · no official result

AGAINST
Details: votes by 7 asset managers

The 7 asset managers below reported 20,098 for, 3,816,116 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 20,098AGAINST: 3,816,116
Largest asset managers voting on “Shareholder Proposal Regarding Say on Climate” at Bank of Montreal, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,928,312 00Against
Federated Hermes01,675,425 00Against
Hartford0177,312 00Against
Brinker Capital Destinations Trust031,650 00Against
Russell Investments20,0980 00For
Brighthouse02,729 00Against
ETFis Series Trust I0688 00Against

Showing the 40 reported items with the widest manager coverage, of 48 in total. View every item.

Largest Bank of Montreal shareholders voting in 2024-2025

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 729,585,048 shares outstanding at the time of that meeting.

Fund voting reports: top Bank of Montreal shareholders by shares voted on “Elect Director Brian McManus”, 2024-2025
#Asset manager % of shares outstanding
1Vanguard 2.61%
2Fidelity 0.90%
3Dimensional 0.52%
4BlackRock 0.38%
5JPMorgan 0.36%
6Charles Schwab 0.26%
7Federated Hermes 0.23%
8TIAA 0.18%
9State Street 0.13%
10First Trust 0.06%
Institutional-manager reports: top Bank of Montreal shareholders by shares voted on “Advisory vote on the Bank's Approach to Executive Compensation”, 2024-2025
#Asset manager % of shares outstanding
1BlackRock 3.95%
21832 Asset Management L.P. 1.19%
3SCOTIA CAPITAL INC. 0.62%
4JARISLOWSKY, FRASER Ltd 0.53%
5Fiera Capital Corp 0.49%
6Cardinal Capital Management, Inc. 0.17%
7Northern Trust 0.15%
8LETKO, BROSSEAU & ASSOCIATES INC 0.15%
9Foyston, Gordon & Payne Inc 0.10%
10Value Partners Investments Inc. 0.07%

Reported Bank of Montreal holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

Bank of Montreal holdings and ownership disclosed for the 2024-2025 proxy season
Holder % outstanding Disclosure
BlackRock, Inc. 5.07% 13G
Vanguard Group 4.25% 13F
Norges Bank 1.01% 13F
FMR (Fidelity) 0.68% 13F
Geode Capital 0.67% 13F
Goldman Sachs 0.58% 13F
JPMorgan Chase 0.54% 13F
Dimensional Fund Advisors 0.49% 13F
Morgan Stanley 0.36% 13F
D.E. Shaw 0.28% 13F

Percentages above are of 729,585,048 shares outstanding, as reported by Bank of Montreal on its Form 40-F dated October 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Bank of Montreal’s 40-F dated October 31, 2024. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At Bank of Montreal's shareholder meeting held April 11, 2025, in the 2024-2025 proxy season, 293 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,581 separate fund positions. Their filings are grouped here into 48 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — Advisory vote on the Bank's Approach to Executive Compensation — the reporting funds and managers cast 99.6% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.

Bank of Montreal proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.