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Bank of Montreal 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated October 18, 2026.

  • 56Reported items
  • 346Asset managers
  • 4,264Fund votes
  • April 15, 2026Meeting 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 2025-2026 meeting

Each item below shows how the 346 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. Election of Director: Brian McManus

No official resultsDIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

100% of fund votes cast · no official result

FOR
Details: votes by 69 asset managers

The 69 asset managers below reported 45,214,777 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: 45,214,777
Largest asset managers voting on “Election of Director: Brian McManus” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust211,0970 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

2. Election of Director: Craig W. Broderick

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 69 asset managers

The 69 asset managers below reported 45,214,777 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: 45,214,777
Largest asset managers voting on “Election of Director: Craig W. Broderick” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust211,0970 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

3. Election of Director: Darryl White

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 69 asset managers

The 69 asset managers below reported 45,214,777 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: 45,214,777
Largest asset managers voting on “Election of Director: Darryl White” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust211,0970 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

4. Election of Director: David E. Harquail

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 69 asset managers

The 69 asset managers below reported 45,214,777 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: 45,214,777
Largest asset managers voting on “Election of Director: David E. Harquail” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust211,0970 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

5. Election of Director: Diane L. Cooper

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 69 asset managers

The 69 asset managers below reported 45,214,777 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: 45,214,777
Largest asset managers voting on “Election of Director: Diane L. Cooper” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust211,0970 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

6. Election of Director: George A. Cope

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 69 asset managers

The 69 asset managers below reported 45,001,529 for, 2,151 against, 211,097 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: 45,001,529AGAINST: 2,151ABSTAIN: 211,097
Largest asset managers voting on “Election of Director: George A. Cope” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust00 211,0970Abstain
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

7. Election of Director: Hazel Claxton

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 69 asset managers

The 69 asset managers below reported 45,214,777 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: 45,214,777
Largest asset managers voting on “Election of Director: Hazel Claxton” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust211,0970 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

8. Election of Director: Janice M. Babiak

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 69 asset managers

The 69 asset managers below reported 44,997,166 for, 2,151 against, 4,363 withheld, 211,097 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: 44,997,166AGAINST: 2,151ABSTAIN: 211,097WITHHOLD: 4,363
Largest asset managers voting on “Election of Director: Janice M. Babiak” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust00 211,0970Abstain
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

9. Election of Director: Lorraine Mitchelmore

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 69 asset managers

The 69 asset managers below reported 45,001,529 for, 2,151 against, 211,097 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: 45,001,529AGAINST: 2,151ABSTAIN: 211,097
Largest asset managers voting on “Election of Director: Lorraine Mitchelmore” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust00 211,0970Abstain
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

10. Election of Director: Madhu Ranganathan

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 69 asset managers

The 69 asset managers below reported 45,214,777 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: 45,214,777
Largest asset managers voting on “Election of Director: Madhu Ranganathan” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust211,0970 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

11. Election of Director: Martin S. Eichenbaum

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 69 asset managers

The 69 asset managers below reported 45,001,529 for, 2,151 against, 211,097 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: 45,001,529AGAINST: 2,151ABSTAIN: 211,097
Largest asset managers voting on “Election of Director: Martin S. Eichenbaum” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust00 211,0970Abstain
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

12. Election of Director: Stephen Dent

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 69 asset managers

The 69 asset managers below reported 45,214,777 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: 45,214,777
Largest asset managers voting on “Election of Director: Stephen Dent” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust211,0970 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

13. Election of Director: Tammy L. Brown

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 69 asset managers

The 69 asset managers below reported 45,214,777 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: 45,214,777
Largest asset managers voting on “Election of Director: Tammy L. Brown” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust211,0970 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

14. ELECT DIRECTOR ERIC R. LA FLECHE

No official resultsDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 64 asset managers

The 64 asset managers below reported 44,949,653 for, 2,151 against, 211,097 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: 44,949,653AGAINST: 2,151ABSTAIN: 211,097
Largest asset managers voting on “ELECT DIRECTOR ERIC R. LA FLECHE” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
BlackRock3,342,0200 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Amplify ETF Trust00 211,0970Abstain
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
Hartford138,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
GMO64,4000 00For
Northern Trust49,5010 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
Russell Investments41,0500 00For
OLD WESTBURY FUNDS INC38,7950 00For
GMO ETF Trust36,7020 00For

Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.

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

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

Combines 3 wordings of this item as funds reported it.

96% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 264 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: 8 asset managers voting on “Advisory vote on the Bank's Approach to Executive Compensation” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,643,7770 00For
Amplify ETF Trust211,0970 00For
MASTER INVESTMENT PORTFOLIO45,4640 00For
Jackson National18,4510 00For
RBB FUND, INC.6,7780 00For
Ultimus Managers Trust4,0030 00For
FORUM FUNDS1,0000 00For
ADVISORS SERIES TRUST450 00For

Fund voting reports, all 8 managers: 1,930,615 for.

Institutional-manager reports: 256 asset managers voting on “Advisory vote on the Bank's Approach to Executive Compensation” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock26,274,2880 00For
1832 Asset Management L.P.9,282,436111,266 00For
SCOTIA CAPITAL INC.4,354,5880 00For
Fiera Capital Corp3,514,2340 00For
Delaney Capital Management Ltd.01,691,633 00Against
Cardinal Capital Management, Inc.1,001,7260 00For
Northern Trust629,5560 00For
Value Partners Investments Inc.465,0600 00For
Foyston, Gordon & Payne Inc413,6650 00For
Goldman Sachs402,3720 00For
RAYMOND JAMES & ASSOCIATES297,9590 00For
WELLS FARGO CLEARING SERVICES, LLC259,9470 00For
LPL Financial LLC242,9670 00For
ENVESTNET ASSET MANAGEMENT INC229,2010 00For
NATIONAL BANK INVESTMENTS INC.207,2790 00For
Rempart Asset Management Inc.196,8990 00For
Vancity Investment Management Ltd0155,396 00Against
Pinnacle Financial Partners, Inc.105,8960 00For
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC101,5920 00For
BANK OF NOVA SCOTIA100,6980 00For
Lorne Steinberg Wealth Management Inc.096,813 00Against
Korea Investment CORP82,3520 00For
AGF MANAGEMENT LTD72,4160 00For
TRUIST FINANCIAL CORP63,7840 00For
Natixis55,2590 00For

Institutional-manager reports, all 256 managers: 49,304,838 for, 2,094,474 against. Showing the 25 largest; see all in the interactive database.

16. ADVISORY VOTE ON EXECUTIVE COMPENSATION APPROACH

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

95% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 63 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: 49 asset managers voting on “ADVISORY VOTE ON EXECUTIVE COMPENSATION APPROACH” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
BlackRock1,698,2430 00For
Invesco675,9780 00For
TIAA0500,096 00Against
American Century304,1200 00For
First Trust257,6080 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
CARILLON SERIES TRUST45,2290 00For
Calvert043,355 00Against
OLD WESTBURY FUNDS INC38,7950 00For
GMO ETF Trust36,7020 00For
BNY Mellon35,2510 00For
Victory Capital34,0300 00For
AQR33,4360 00For
Goldman Sachs25,5230 00For
Pacific Life25,2320 00For

Fund voting reports, all 49 managers: 39,361,656 for, 556,871 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 17 asset managers voting on “ADVISORY VOTE ON EXECUTIVE COMPENSATION APPROACH” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,815,3650 00For
APG Asset Management US Inc.01,548,306 00Against
MONTRUSCO BOLTON INVESTMENTS INC.206,3170 00For
CIDEL ASSET MANAGEMENT INC130,2770 00For
JPMorgan117,0840 00For
Triasima Portfolio Management inc.102,0850 00For
Lighthouse Investment Partners, LLC100,0760 00For
NORDEA INVESTMENT MANAGEMENT AB73,1140 00For
Wilshire Advisors LLC40,4360 00For
Purpose Unlimited Inc.28,4570 00For
Dixon Mitchell Investment Counsel Inc.3,7270 00For
OARSMAN CAPITAL, INC.2,5840 00For
Plato Investment Management Ltd1,4340 00For
Northern Trust4000 00For
SHELTON CAPITAL MANAGEMENT610 00For
KESTRA PRIVATE WEALTH SERVICES, LLC470 00For
Keel Point, LLC30 00For

Institutional-manager reports, all 17 managers: 2,621,467 for, 1,548,306 against.

17. Advisory Vote to Ratify Named Executive Officers' Compensation

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

99% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: votes by 18 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: 10 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Hartford8,052130,388 00Mixed
Russell Investments41,0500 00For
Brinker Capital Destinations Trust18,5750 00For
Morningstar Funds Trust9,5710 00For
Venerable Variable Insurance Trust6,7360 00For
Prudential/PGIM4,4000 00For
Brighthouse01,912 00Against
ETFis Series Trust I7020 00For

Fund voting reports, all 10 managers: 3,227,276 for, 132,300 against.

Institutional-manager reports: 7 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
TD Waterhouse Canada Inc.6,196,2480 00For
Purpose Unlimited Inc.115,5000 00For
Osmosis Investment Management UK Ltd22,6600 00For
LOUISBOURG INVESTMENTS INC.8,4000 00For
Union Investment Management GmbH03,960 00Against
ANDERSON HOAGLAND & CO1870 00For
Impact Investors, Inc1760 00For

Institutional-manager reports, all 7 managers: 6,343,171 for, 3,960 against.

18. RATIFY KPMG LLP AS AUDITORS

No official resultsAUDIT-RELATED

99.9% of fund votes cast · no official result

FOR
Details: votes by 54 asset managers

The 54 asset managers below reported 39,922,862 for, 2,151 against, 4,363 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: 39,922,862AGAINST: 2,151WITHHOLD: 4,363
Largest asset managers voting on “RATIFY KPMG LLP AS AUDITORS” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard20,450,5400 00For
Fidelity9,201,7040 00For
Dimensional3,104,7780 00For
JPMorgan2,526,5610 00For
BlackRock1,698,2430 00For
Invesco675,9780 00For
TIAA500,0960 00For
American Century304,1200 00For
First Trust257,6080 00For
Six Circles Trust196,8520 00For
Franklin Templeton157,4400 00For
John Hancock118,5220 00For
Lattice Strategies Trust98,1370 00For
SA FUNDS INVESTMENT TRUST73,3680 00For
GMO64,4000 00For
Northern Trust49,5010 00For
CARILLON SERIES TRUST45,2290 00For
Calvert43,3550 00For
OLD WESTBURY FUNDS INC38,7950 00For
GMO ETF Trust36,7020 00For
BNY Mellon35,2510 00For
Victory Capital34,0300 00For
AQR33,4360 00For
Goldman Sachs25,5230 00For
Pacific Life25,2320 00For

Showing the 25 largest of 54 asset managers. See all 54 in the interactive database.

19. Appointment of Auditor

No official resultsAUDIT-RELATED

96% of fund votes cast · no official result

FOR
Details: votes by 10 asset managers

The 10 asset managers below reported 3,227,276 for, 132,300 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: 3,227,276WITHHOLD: 132,300
Largest asset managers voting on “Appointment of Auditor” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab1,988,5660 00For
Federated Hermes1,149,6240 00For
Hartford8,0520 0130,388Mixed
Russell Investments41,0500 00For
Brinker Capital Destinations Trust18,5750 00For
Morningstar Funds Trust9,5710 00For
Venerable Variable Insurance Trust6,7360 00For
Prudential/PGIM4,4000 00For
Brighthouse00 01,912Withhold
ETFis Series Trust I7020 00For

20. Appointment of Shareholders' Auditors

No official resultsAUDIT-RELATED

89% of fund votes cast · no official result

FOR
Details: votes by 9 asset managers

The 9 asset managers below reported 1,715,381 for, 211,097 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: 1,715,381WITHHOLD: 211,097
Largest asset managers voting on “Appointment of Shareholders' Auditors” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,643,7770 00For
Amplify ETF Trust00 0211,097Withhold
MASTER INVESTMENT PORTFOLIO45,4640 00For
Jackson National18,4510 00For
Ultimus Managers Trust4,0030 00For
RBB FUND, INC.2,5880 00For
BALLAST ADVISORS LLC6530 00For
Crewe Advisors LLC4000 00For
ADVISORS SERIES TRUST450 00For

21. SP 3: Adopt Performance-Aligned Compensation Policy

0.2% of fund votes cast · no official result

AGAINST
Details: votes by 49 asset managers

The 49 asset managers below reported 57,556 for, 38,155,002 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: 57,556AGAINST: 38,155,002
Largest asset managers voting on “SP 3: Adopt Performance-Aligned Compensation Policy” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard020,450,540 00Against
Fidelity09,201,704 00Against
Dimensional03,104,778 00Against
JPMorgan02,526,561 00Against
Invesco0675,978 00Against
TIAA0500,096 00Against
American Century0304,120 00Against
First Trust0257,608 00Against
MONTRUSCO BOLTON INVESTMENTS INC.0206,317 00Against
Franklin Templeton0157,440 00Against
CIDEL ASSET MANAGEMENT INC0130,277 00Against
Lattice Strategies Trust098,137 00Against
SA FUNDS INVESTMENT TRUST073,368 00Against
GMO064,400 00Against
Northern Trust34,65314,848 00Mixed
Calvert043,355 00Against
OLD WESTBURY FUNDS INC038,795 00Against
GMO ETF Trust036,702 00Against
BNY Mellon035,251 00Against
Victory Capital034,030 00Against
AQR033,436 00Against
Goldman Sachs025,523 00Against
Pacific Life025,232 00Against
BlackRock020,570 00Against
Lincoln Financial016,112 00Against

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

22. SP 1: Strengthen Shareholder Participation in Annual General Meetings (AGMs)

No official resultsCORPORATE GOVERNANCE

0% of fund votes cast · no official result

AGAINST
Details: votes by 48 asset managers

The 48 asset managers below reported 37,868,145 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: 37,868,145
Largest asset managers voting on “SP 1: Strengthen Shareholder Participation in Annual General Meetings (AGMs)” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard020,450,540 00Against
Fidelity09,201,704 00Against
Dimensional03,104,778 00Against
JPMorgan02,526,561 00Against
Invesco0675,978 00Against
TIAA0500,096 00Against
American Century0304,120 00Against
First Trust0257,608 00Against
Franklin Templeton0157,440 00Against
Lattice Strategies Trust098,137 00Against
SA FUNDS INVESTMENT TRUST073,368 00Against
GMO064,400 00Against
Northern Trust049,501 00Against
Calvert043,355 00Against
OLD WESTBURY FUNDS INC038,795 00Against
GMO ETF Trust036,702 00Against
BNY Mellon035,251 00Against
Victory Capital034,030 00Against
AQR033,436 00Against
Goldman Sachs025,523 00Against
Pacific Life025,232 00Against
Lincoln Financial016,112 00Against
PRAXIS FUNDS012,650 00Against
Morgan Stanley012,173 00Against
Brinker Capital Destinations Trust011,972 00Against

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

23. SP 2: Increase Youth Representation in the Bank's Governing Bodies

No official resultsCORPORATE GOVERNANCE

0% of fund votes cast · no official result

AGAINST
Details: votes by 48 asset managers

The 48 asset managers below reported 37,868,145 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: 37,868,145
Largest asset managers voting on “SP 2: Increase Youth Representation in the Bank's Governing Bodies” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard020,450,540 00Against
Fidelity09,201,704 00Against
Dimensional03,104,778 00Against
JPMorgan02,526,561 00Against
Invesco0675,978 00Against
TIAA0500,096 00Against
American Century0304,120 00Against
First Trust0257,608 00Against
Franklin Templeton0157,440 00Against
Lattice Strategies Trust098,137 00Against
SA FUNDS INVESTMENT TRUST073,368 00Against
GMO064,400 00Against
Northern Trust049,501 00Against
Calvert043,355 00Against
OLD WESTBURY FUNDS INC038,795 00Against
GMO ETF Trust036,702 00Against
BNY Mellon035,251 00Against
Victory Capital034,030 00Against
AQR033,436 00Against
Goldman Sachs025,523 00Against
Pacific Life025,232 00Against
Lincoln Financial016,112 00Against
PRAXIS FUNDS012,650 00Against
Morgan Stanley012,173 00Against
Brinker Capital Destinations Trust011,972 00Against

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

24. SP 4: Adopt New Skill Diversification Policy

No official resultsCORPORATE GOVERNANCE

0.2% of fund votes cast · no official result

AGAINST
Details: votes by 48 asset managers

The 48 asset managers below reported 57,556 for, 37,810,589 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: 57,556AGAINST: 37,810,589
Largest asset managers voting on “SP 4: Adopt New Skill Diversification Policy” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard020,450,540 00Against
Fidelity09,201,704 00Against
Dimensional03,104,778 00Against
JPMorgan02,526,561 00Against
Invesco0675,978 00Against
TIAA0500,096 00Against
American Century0304,120 00Against
First Trust0257,608 00Against
Franklin Templeton0157,440 00Against
Lattice Strategies Trust098,137 00Against
SA FUNDS INVESTMENT TRUST073,368 00Against
GMO064,400 00Against
Northern Trust34,65314,848 00Mixed
Calvert043,355 00Against
OLD WESTBURY FUNDS INC038,795 00Against
GMO ETF Trust036,702 00Against
BNY Mellon035,251 00Against
Victory Capital034,030 00Against
AQR033,436 00Against
Goldman Sachs025,523 00Against
Pacific Life025,232 00Against
Lincoln Financial016,112 00Against
PRAXIS FUNDS12,6500 00For
Morgan Stanley012,173 00Against
Brinker Capital Destinations Trust011,972 00Against

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

25. SP 5: Establish a Permanent Advisory Committee on the Systemic Impact of the Bank's Decisions

No official resultsCORPORATE GOVERNANCE

0.2% of fund votes cast · no official result

AGAINST
Details: votes by 48 asset managers

The 48 asset managers below reported 57,556 for, 37,810,589 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: 57,556AGAINST: 37,810,589
Largest asset managers voting on “SP 5: Establish a Permanent Advisory Committee on the Systemic Impact of the Bank's Decisions” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard020,450,540 00Against
Fidelity09,201,704 00Against
Dimensional03,104,778 00Against
JPMorgan02,526,561 00Against
Invesco0675,978 00Against
TIAA0500,096 00Against
American Century0304,120 00Against
First Trust0257,608 00Against
Franklin Templeton0157,440 00Against
Lattice Strategies Trust098,137 00Against
SA FUNDS INVESTMENT TRUST073,368 00Against
GMO064,400 00Against
Northern Trust34,65314,848 00Mixed
Calvert043,355 00Against
OLD WESTBURY FUNDS INC038,795 00Against
GMO ETF Trust036,702 00Against
BNY Mellon035,251 00Against
Victory Capital034,030 00Against
AQR033,436 00Against
Goldman Sachs025,523 00Against
Pacific Life025,232 00Against
Lincoln Financial016,112 00Against
PRAXIS FUNDS12,6500 00For
Morgan Stanley012,173 00Against
Brinker Capital Destinations Trust011,972 00Against

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

26. SP 6: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants

No official resultsOTHER SOCIAL ISSUES

10% of fund votes cast · no official result

AGAINST
Details: votes by 48 asset managers

The 48 asset managers below reported 3,820,909 for, 34,040,932 against, 6,304 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: 3,820,909AGAINST: 34,040,932ABSTAIN: 6,304
Largest asset managers voting on “SP 6: Report on AI-Use in High-Level Decision-Making, Risk Assessment and Loan Grants” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard020,450,540 00Against
Fidelity3,699,9315,501,773 00Mixed
Dimensional03,104,778 00Against
JPMorgan02,526,561 00Against
Invesco0675,978 00Against
TIAA0500,096 00Against
American Century0304,120 00Against
First Trust0257,608 00Against
Franklin Templeton0157,440 00Against
Lattice Strategies Trust098,137 00Against
SA FUNDS INVESTMENT TRUST073,368 00Against
GMO064,400 00Against
Northern Trust34,65314,848 00Mixed
Calvert43,3550 00For
OLD WESTBURY FUNDS INC038,795 00Against
GMO ETF Trust036,702 00Against
BNY Mellon035,251 00Against
Victory Capital034,030 00Against
AQR033,436 00Against
Goldman Sachs025,523 00Against
Pacific Life025,232 00Against
Lincoln Financial016,112 00Against
PRAXIS FUNDS12,6500 00For
Morgan Stanley9,0573,116 00Mixed
Brinker Capital Destinations Trust011,972 00Against

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

27. SP 7: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting

No official resultsOTHER SOCIAL ISSUES

0.3% of fund votes cast · no official result

AGAINST
Details: votes by 48 asset managers

The 48 asset managers below reported 109,968 for, 37,758,177 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: 109,968AGAINST: 37,758,177
Largest asset managers voting on “SP 7: Disclose Non-Confidential Information Relating to the Bank's Country-by-Country Reporting” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard020,450,540 00Against
Fidelity09,201,704 00Against
Dimensional03,104,778 00Against
JPMorgan02,526,561 00Against
Invesco0675,978 00Against
TIAA0500,096 00Against
American Century0304,120 00Against
First Trust0257,608 00Against
Franklin Templeton0157,440 00Against
Lattice Strategies Trust098,137 00Against
SA FUNDS INVESTMENT TRUST073,368 00Against
GMO064,400 00Against
Northern Trust34,65314,848 00Mixed
Calvert43,3550 00For
OLD WESTBURY FUNDS INC038,795 00Against
GMO ETF Trust036,702 00Against
BNY Mellon035,251 00Against
Victory Capital034,030 00Against
AQR033,436 00Against
Goldman Sachs025,523 00Against
Pacific Life025,232 00Against
Lincoln Financial016,112 00Against
PRAXIS FUNDS12,6500 00For
Morgan Stanley9,0573,116 00Mixed
Brinker Capital Destinations Trust011,972 00Against

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

28. SP 8: Advisory Vote on Environmental Policies

No official resultsENVIRONMENT OR CLIMATE

8% of fund votes cast · no official result

AGAINST
Details: votes by 48 asset managers

The 48 asset managers below reported 3,136,625 for, 34,725,216 against, 6,304 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: 3,136,625AGAINST: 34,725,216ABSTAIN: 6,304
Largest asset managers voting on “SP 8: Advisory Vote on Environmental Policies” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard020,450,540 00Against
Fidelity09,201,704 00Against
Dimensional03,104,778 00Against
JPMorgan2,526,5610 00For
Invesco0675,978 00Against
TIAA500,0960 00For
American Century0304,120 00Against
First Trust0257,608 00Against
Franklin Templeton0157,440 00Against
Lattice Strategies Trust098,137 00Against
SA FUNDS INVESTMENT TRUST073,368 00Against
GMO064,400 00Against
Northern Trust34,65314,848 00Mixed
Calvert43,3550 00For
OLD WESTBURY FUNDS INC038,795 00Against
GMO ETF Trust036,702 00Against
BNY Mellon035,251 00Against
Victory Capital034,030 00Against
AQR033,436 00Against
Goldman Sachs025,523 00Against
Pacific Life025,232 00Against
Lincoln Financial016,112 00Against
PRAXIS FUNDS12,6500 00For
Morgan Stanley9,0573,116 00Mixed
Brinker Capital Destinations Trust011,972 00Against

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

29. 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 11 asset managers

The 11 asset managers below reported 3,960 for, 3,359,576 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: 3,960AGAINST: 3,359,576
Largest asset managers voting on “Shareholder Proposal Regarding Disclosure of Country-by-Country Reporting” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,988,566 00Against
Federated Hermes01,149,624 00Against
Hartford0138,440 00Against
Russell Investments041,050 00Against
Brinker Capital Destinations Trust018,575 00Against
Morningstar Funds Trust09,571 00Against
Venerable Variable Insurance Trust06,736 00Against
Prudential/PGIM04,400 00Against
Union Investment Management GmbH3,9600 00For
Brighthouse01,912 00Against
ETFis Series Trust I0702 00Against

30. Shareholder Proposal Regarding Executive Compensation Policy

0% of fund votes cast · no official result

AGAINST
Details: votes by 11 asset managers

The 11 asset managers below reported 3,363,536 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: 3,363,536
Largest asset managers voting on “Shareholder Proposal Regarding Executive Compensation Policy” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,988,566 00Against
Federated Hermes01,149,624 00Against
Hartford0138,440 00Against
Russell Investments041,050 00Against
Brinker Capital Destinations Trust018,575 00Against
Morningstar Funds Trust09,571 00Against
Venerable Variable Insurance Trust06,736 00Against
Prudential/PGIM04,400 00Against
Union Investment Management GmbH03,960 00Against
Brighthouse01,912 00Against
ETFis Series Trust I0702 00Against

31. Shareholder Proposal Regarding Board Skill Diversification Policy

No official resultsCORPORATE GOVERNANCE

0% of fund votes cast · no official result

AGAINST
Details: votes by 10 asset managers

The 10 asset managers below reported 3,359,576 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: 3,359,576
Largest asset managers voting on “Shareholder Proposal Regarding Board Skill Diversification Policy” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,988,566 00Against
Federated Hermes01,149,624 00Against
Hartford0138,440 00Against
Russell Investments041,050 00Against
Brinker Capital Destinations Trust018,575 00Against
Morningstar Funds Trust09,571 00Against
Venerable Variable Insurance Trust06,736 00Against
Prudential/PGIM04,400 00Against
Brighthouse01,912 00Against
ETFis Series Trust I0702 00Against

32. Shareholder Proposal Regarding Board Youth Representation

No official resultsCORPORATE GOVERNANCE

0% of fund votes cast · no official result

AGAINST
Details: votes by 10 asset managers

The 10 asset managers below reported 3,359,576 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: 3,359,576
Largest asset managers voting on “Shareholder Proposal Regarding Board Youth Representation” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,988,566 00Against
Federated Hermes01,149,624 00Against
Hartford0138,440 00Against
Russell Investments041,050 00Against
Brinker Capital Destinations Trust018,575 00Against
Morningstar Funds Trust09,571 00Against
Venerable Variable Insurance Trust06,736 00Against
Prudential/PGIM04,400 00Against
Brighthouse01,912 00Against
ETFis Series Trust I0702 00Against

33. Shareholder Proposal Regarding Establishment of Advisory Committee on Systemic Impacts

No official resultsENVIRONMENT OR CLIMATE

0% of fund votes cast · no official result

AGAINST
Details: votes by 10 asset managers

The 10 asset managers below reported 3,359,576 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: 3,359,576
Largest asset managers voting on “Shareholder Proposal Regarding Establishment of Advisory Committee on Systemic Impacts” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,988,566 00Against
Federated Hermes01,149,624 00Against
Hartford0138,440 00Against
Russell Investments041,050 00Against
Brinker Capital Destinations Trust018,575 00Against
Morningstar Funds Trust09,571 00Against
Venerable Variable Insurance Trust06,736 00Against
Prudential/PGIM04,400 00Against
Brighthouse01,912 00Against
ETFis Series Trust I0702 00Against

34. Shareholder Proposal Regarding Participation in Annual Meetings

No official resultsCORPORATE GOVERNANCE

0% of fund votes cast · no official result

AGAINST
Details: votes by 10 asset managers

The 10 asset managers below reported 3,359,576 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: 3,359,576
Largest asset managers voting on “Shareholder Proposal Regarding Participation in Annual Meetings” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,988,566 00Against
Federated Hermes01,149,624 00Against
Hartford0138,440 00Against
Russell Investments041,050 00Against
Brinker Capital Destinations Trust018,575 00Against
Morningstar Funds Trust09,571 00Against
Venerable Variable Insurance Trust06,736 00Against
Prudential/PGIM04,400 00Against
Brighthouse01,912 00Against
ETFis Series Trust I0702 00Against

35. Shareholder Proposal Regarding Report on Use of Artificial Intelligence

No official resultsOTHER SOCIAL ISSUES

0.3% of fund votes cast · no official result

AGAINST
Details: votes by 10 asset managers

The 10 asset managers below reported 8,754 for, 3,350,822 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: 8,754AGAINST: 3,350,822
Largest asset managers voting on “Shareholder Proposal Regarding Report on Use of Artificial Intelligence” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,988,566 00Against
Federated Hermes01,149,624 00Against
Hartford8,052130,388 00Mixed
Russell Investments041,050 00Against
Brinker Capital Destinations Trust018,575 00Against
Morningstar Funds Trust09,571 00Against
Venerable Variable Insurance Trust06,736 00Against
Prudential/PGIM04,400 00Against
Brighthouse01,912 00Against
ETFis Series Trust I7020 00For

36. Shareholder Proposal Regarding Say on Climate

No official resultsENVIRONMENT OR CLIMATE

0% of fund votes cast · no official result

AGAINST
Details: votes by 10 asset managers

The 10 asset managers below reported 3,359,576 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: 3,359,576
Largest asset managers voting on “Shareholder Proposal Regarding Say on Climate” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Charles Schwab01,988,566 00Against
Federated Hermes01,149,624 00Against
Hartford0138,440 00Against
Russell Investments041,050 00Against
Brinker Capital Destinations Trust018,575 00Against
Morningstar Funds Trust09,571 00Against
Venerable Variable Insurance Trust06,736 00Against
Prudential/PGIM04,400 00Against
Brighthouse01,912 00Against
ETFis Series Trust I0702 00Against

37. Shareholder Proposal No. 1

No official resultsSHAREHOLDER RIGHTS AND DEFENSES

11% of fund votes cast · no official result

AGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 211,097 for, 1,714,728 against, 653 unknown. 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: 211,097AGAINST: 1,714,728UNKNOWN: 653
Largest asset managers voting on “Shareholder Proposal No. 1” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock01,643,777 00Against
Amplify ETF Trust211,0970 00For
MASTER INVESTMENT PORTFOLIO045,464 00Against
Jackson National018,451 00Against
Ultimus Managers Trust04,003 00Against
RBB FUND, INC.02,588 00Against
BALLAST ADVISORS LLC00 00--
Crewe Advisors LLC0400 00Against
ADVISORS SERIES TRUST045 00Against

38. Shareholder Proposal No. 2

No official resultsSHAREHOLDER RIGHTS AND DEFENSES

0% of fund votes cast · no official result

AGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 1,925,825 against, 653 unknown. 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: 1,925,825UNKNOWN: 653
Largest asset managers voting on “Shareholder Proposal No. 2” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock01,643,777 00Against
Amplify ETF Trust0211,097 00Against
MASTER INVESTMENT PORTFOLIO045,464 00Against
Jackson National018,451 00Against
Ultimus Managers Trust04,003 00Against
RBB FUND, INC.02,588 00Against
BALLAST ADVISORS LLC00 00--
Crewe Advisors LLC0400 00Against
ADVISORS SERIES TRUST045 00Against

39. Shareholder Proposal No. 3

No official resultsSHAREHOLDER RIGHTS AND DEFENSES

0% of fund votes cast · no official result

AGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 1,925,825 against, 653 unknown. 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: 1,925,825UNKNOWN: 653
Largest asset managers voting on “Shareholder Proposal No. 3” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock01,643,777 00Against
Amplify ETF Trust0211,097 00Against
MASTER INVESTMENT PORTFOLIO045,464 00Against
Jackson National018,451 00Against
Ultimus Managers Trust04,003 00Against
RBB FUND, INC.02,588 00Against
BALLAST ADVISORS LLC00 00--
Crewe Advisors LLC0400 00Against
ADVISORS SERIES TRUST045 00Against

40. Shareholder Proposal No. 4

No official resultsSHAREHOLDER RIGHTS AND DEFENSES

0% of fund votes cast · no official result

AGAINST
Details: votes by 9 asset managers

The 9 asset managers below reported 1,925,825 against, 653 unknown. 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: 1,925,825UNKNOWN: 653
Largest asset managers voting on “Shareholder Proposal No. 4” at Bank of Montreal, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock01,643,777 00Against
Amplify ETF Trust0211,097 00Against
MASTER INVESTMENT PORTFOLIO045,464 00Against
Jackson National018,451 00Against
Ultimus Managers Trust04,003 00Against
RBB FUND, INC.02,588 00Against
BALLAST ADVISORS LLC00 00--
Crewe Advisors LLC0400 00Against
ADVISORS SERIES TRUST045 00Against

Showing the 40 reported items with the widest manager coverage, of 56 in total. View every item.

Largest Bank of Montreal shareholders voting in 2025-2026

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 708,905,679 shares outstanding at the time of that meeting.

Fund voting reports: top Bank of Montreal shareholders by shares voted on “Election of Director: Brian McManus”, 2025-2026
#Asset manager % of shares outstanding
1Vanguard 2.88%
2Fidelity 1.30%
3BlackRock 0.47%
4Dimensional 0.44%
5JPMorgan 0.36%
6Charles Schwab 0.28%
7Federated Hermes 0.16%
8Invesco 0.10%
9TIAA 0.07%
10American Century 0.04%
Institutional-manager reports: top Bank of Montreal shareholders by shares voted on “Advisory vote on the Bank's Approach to Executive Compensation”, 2025-2026
#Asset manager % of shares outstanding
1BlackRock 3.71%
21832 Asset Management L.P. 1.33%
3SCOTIA CAPITAL INC. 0.61%
4Fiera Capital Corp 0.50%
5Delaney Capital Management Ltd. 0.24%
6Cardinal Capital Management, Inc. 0.14%
7Northern Trust 0.09%
8Value Partners Investments Inc. 0.07%
9Foyston, Gordon & Payne Inc 0.06%
10Goldman Sachs 0.06%

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 2025-2026 proxy season
Holder % outstanding Disclosure
Vanguard Group 4.66% 13F
Geode Capital 1.03% 13F
FMR (Fidelity) 1.03% 13F
Morgan Stanley 0.54% 13F
JPMorgan Chase 0.54% 13F
Dimensional Fund Advisors 0.52% 13F
Goldman Sachs 0.37% 13F
D.E. Shaw 0.35% 13F
Charles Schwab 0.28% 13F
Invesco 0.24% 13F

Percentages above are of 708,905,679 shares outstanding, as reported by Bank of Montreal on its Form 40-F dated October 31, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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, 2025. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At Bank of Montreal's shareholder meeting held April 15, 2026, in the 2025-2026 proxy season, 346 asset managers reported how they voted in their SEC Form N-PX filings, covering 4,264 separate fund positions. Their filings are grouped here into 56 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 96% 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 · 2025-2026 (this page).

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