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Bank of Montreal 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated 02 October 2026.

56Reported items
350Asset managers
4,211Fund votes
2026-04-15Meeting date

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

SECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

96% fund support · no official result

FOR 96%

The 262 asset managers below cast 96% of the shares they voted on this item FOR (51,212,564 for, 2,094,474 against).

FOR: 51,212,564 (96.1%)AGAINST: 2,094,474 (3.9%)

Largest asset managers voting on “Advisory vote on the Bank's Approach to Executive Compensation” at Bank of Montreal, 2025-2026
Asset manager	For	Against	Vote
BlackRock	27,918,065	0	For
1832 Asset Management L.P.	9,282,436	111,266	For
SCOTIA CAPITAL INC.	4,354,588	0	For
Fiera Capital Corp	3,514,234	0	For
Delaney Capital Management Ltd.	0	1,691,633	Against
Cardinal Capital Management, Inc.	1,001,726	0	For
Northern Trust	629,556	0	For
Value Partners Investments Inc.	465,060	0	For
Foyston, Gordon & Payne Inc	413,665	0	For
Goldman Sachs	402,372	0	For
RAYMOND JAMES & ASSOCIATES	297,959	0	For
WELLS FARGO CLEARING SERVICES, LLC	259,947	0	For
LPL Financial LLC	242,967	0	For
ENVESTNET ASSET MANAGEMENT INC	229,201	0	For
Amplify ETF Trust	211,097	0	For
NATIONAL BANK INVESTMENTS INC.	207,279	0	For
Rempart Asset Management Inc.	196,899	0	For
Vancity Investment Management Ltd	0	155,396	Against
Pinnacle Financial Partners, Inc.	105,896	0	For
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	101,592	0	For
BANK OF NOVA SCOTIA	100,698	0	For
Lorne Steinberg Wealth Management Inc.	0	96,813	Against
Korea Investment CORP	82,352	0	For
AGF MANAGEMENT LTD	72,416	0	For
TRUIST FINANCIAL CORP	63,784	0	For

Showing the 25 largest of 262 asset managers. See all 262 in the interactive database.

2. Election of Director: Brian McManus

DIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 67 asset managers below cast 100% of the shares they voted on this item FOR (45,171,582 for, 0 against).

FOR: 45,171,582 (100.0%)

Largest asset managers voting on “Election of Director: Brian McManus” at Bank of Montreal, 2025-2026
Asset manager	For	Vote
Vanguard	20,450,540	For
Fidelity	9,201,704	For
BlackRock	3,342,020	For
Dimensional	3,104,778	For
JPMorgan	2,526,561	For
Charles Schwab	1,988,566	For
Federated Hermes	1,149,624	For
Invesco	675,978	For
TIAA	500,096	For
American Century	304,120	For
First Trust	257,608	For
Amplify ETF Trust	211,097	For
Six Circles Trust	196,852	For
Franklin Templeton	157,440	For
Hartford	138,440	For
John Hancock	118,522	For
Lattice Strategies Trust	98,137	For
GMO	64,400	For
Northern Trust	49,501	For
MASTER INVESTMENT PORTFOLIO	45,464	For
CARILLON SERIES TRUST	45,229	For
Calvert	43,355	For
Russell Investments	41,050	For
OLD WESTBURY FUNDS INC	38,795	For
GMO ETF Trust	36,702	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

3. Election of Director: Craig W. Broderick

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 67 asset managers below cast 100% of the shares they voted on this item FOR (45,171,582 for, 0 against).

FOR: 45,171,582 (100.0%)

Largest asset managers voting on “Election of Director: Craig W. Broderick” at Bank of Montreal, 2025-2026
Asset manager	For	Vote
Vanguard	20,450,540	For
Fidelity	9,201,704	For
BlackRock	3,342,020	For
Dimensional	3,104,778	For
JPMorgan	2,526,561	For
Charles Schwab	1,988,566	For
Federated Hermes	1,149,624	For
Invesco	675,978	For
TIAA	500,096	For
American Century	304,120	For
First Trust	257,608	For
Amplify ETF Trust	211,097	For
Six Circles Trust	196,852	For
Franklin Templeton	157,440	For
Hartford	138,440	For
John Hancock	118,522	For
Lattice Strategies Trust	98,137	For
GMO	64,400	For
Northern Trust	49,501	For
MASTER INVESTMENT PORTFOLIO	45,464	For
CARILLON SERIES TRUST	45,229	For
Calvert	43,355	For
Russell Investments	41,050	For
OLD WESTBURY FUNDS INC	38,795	For
GMO ETF Trust	36,702	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

4. Election of Director: Darryl White

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 67 asset managers below cast 100% of the shares they voted on this item FOR (45,171,582 for, 0 against).

FOR: 45,171,582 (100.0%)

Largest asset managers voting on “Election of Director: Darryl White” at Bank of Montreal, 2025-2026
Asset manager	For	Vote
Vanguard	20,450,540	For
Fidelity	9,201,704	For
BlackRock	3,342,020	For
Dimensional	3,104,778	For
JPMorgan	2,526,561	For
Charles Schwab	1,988,566	For
Federated Hermes	1,149,624	For
Invesco	675,978	For
TIAA	500,096	For
American Century	304,120	For
First Trust	257,608	For
Amplify ETF Trust	211,097	For
Six Circles Trust	196,852	For
Franklin Templeton	157,440	For
Hartford	138,440	For
John Hancock	118,522	For
Lattice Strategies Trust	98,137	For
GMO	64,400	For
Northern Trust	49,501	For
MASTER INVESTMENT PORTFOLIO	45,464	For
CARILLON SERIES TRUST	45,229	For
Calvert	43,355	For
Russell Investments	41,050	For
OLD WESTBURY FUNDS INC	38,795	For
GMO ETF Trust	36,702	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

5. Election of Director: David E. Harquail

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 67 asset managers below cast 100% of the shares they voted on this item FOR (45,171,582 for, 0 against).

FOR: 45,171,582 (100.0%)

Largest asset managers voting on “Election of Director: David E. Harquail” at Bank of Montreal, 2025-2026
Asset manager	For	Vote
Vanguard	20,450,540	For
Fidelity	9,201,704	For
BlackRock	3,342,020	For
Dimensional	3,104,778	For
JPMorgan	2,526,561	For
Charles Schwab	1,988,566	For
Federated Hermes	1,149,624	For
Invesco	675,978	For
TIAA	500,096	For
American Century	304,120	For
First Trust	257,608	For
Amplify ETF Trust	211,097	For
Six Circles Trust	196,852	For
Franklin Templeton	157,440	For
Hartford	138,440	For
John Hancock	118,522	For
Lattice Strategies Trust	98,137	For
GMO	64,400	For
Northern Trust	49,501	For
MASTER INVESTMENT PORTFOLIO	45,464	For
CARILLON SERIES TRUST	45,229	For
Calvert	43,355	For
Russell Investments	41,050	For
OLD WESTBURY FUNDS INC	38,795	For
GMO ETF Trust	36,702	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

6. Election of Director: Diane L. Cooper

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 67 asset managers below cast 100% of the shares they voted on this item FOR (45,171,582 for, 0 against).

FOR: 45,171,582 (100.0%)

Largest asset managers voting on “Election of Director: Diane L. Cooper” at Bank of Montreal, 2025-2026
Asset manager	For	Vote
Vanguard	20,450,540	For
Fidelity	9,201,704	For
BlackRock	3,342,020	For
Dimensional	3,104,778	For
JPMorgan	2,526,561	For
Charles Schwab	1,988,566	For
Federated Hermes	1,149,624	For
Invesco	675,978	For
TIAA	500,096	For
American Century	304,120	For
First Trust	257,608	For
Amplify ETF Trust	211,097	For
Six Circles Trust	196,852	For
Franklin Templeton	157,440	For
Hartford	138,440	For
John Hancock	118,522	For
Lattice Strategies Trust	98,137	For
GMO	64,400	For
Northern Trust	49,501	For
MASTER INVESTMENT PORTFOLIO	45,464	For
CARILLON SERIES TRUST	45,229	For
Calvert	43,355	For
Russell Investments	41,050	For
OLD WESTBURY FUNDS INC	38,795	For
GMO ETF Trust	36,702	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

7. Election of Director: George A. Cope

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.5%

The 67 asset managers below cast 99.9% of the shares they voted on this item FOR (44,958,334 for, 2,151 against).

FOR: 44,958,334 (99.5%)AGAINST: 2,151 (0.0%)ABSTAIN: 211,097 (0.5%)

Largest asset managers voting on “Election of Director: George A. Cope” at Bank of Montreal, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	20,450,540	0	For
Fidelity	9,201,704	0	For
BlackRock	3,342,020	0	For
Dimensional	3,104,778	0	For
JPMorgan	2,526,561	0	For
Charles Schwab	1,988,566	0	For
Federated Hermes	1,149,624	0	For
Invesco	675,978	0	For
TIAA	500,096	0	For
American Century	304,120	0	For
First Trust	257,608	0	For
Amplify ETF Trust	0	211,097	Abstain
Six Circles Trust	196,852	0	For
Franklin Templeton	157,440	0	For
Hartford	138,440	0	For
John Hancock	118,522	0	For
Lattice Strategies Trust	98,137	0	For
GMO	64,400	0	For
Northern Trust	49,501	0	For
MASTER INVESTMENT PORTFOLIO	45,464	0	For
CARILLON SERIES TRUST	45,229	0	For
Calvert	43,355	0	For
Russell Investments	41,050	0	For
OLD WESTBURY FUNDS INC	38,795	0	For
GMO ETF Trust	36,702	0	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

8. Election of Director: Hazel Claxton

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 67 asset managers below cast 100% of the shares they voted on this item FOR (45,171,582 for, 0 against).

FOR: 45,171,582 (100.0%)

Largest asset managers voting on “Election of Director: Hazel Claxton” at Bank of Montreal, 2025-2026
Asset manager	For	Vote
Vanguard	20,450,540	For
Fidelity	9,201,704	For
BlackRock	3,342,020	For
Dimensional	3,104,778	For
JPMorgan	2,526,561	For
Charles Schwab	1,988,566	For
Federated Hermes	1,149,624	For
Invesco	675,978	For
TIAA	500,096	For
American Century	304,120	For
First Trust	257,608	For
Amplify ETF Trust	211,097	For
Six Circles Trust	196,852	For
Franklin Templeton	157,440	For
Hartford	138,440	For
John Hancock	118,522	For
Lattice Strategies Trust	98,137	For
GMO	64,400	For
Northern Trust	49,501	For
MASTER INVESTMENT PORTFOLIO	45,464	For
CARILLON SERIES TRUST	45,229	For
Calvert	43,355	For
Russell Investments	41,050	For
OLD WESTBURY FUNDS INC	38,795	For
GMO ETF Trust	36,702	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

9. Election of Director: Janice M. Babiak

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.5%

The 67 asset managers below cast 99.9% of the shares they voted on this item FOR (44,953,971 for, 2,151 against).

FOR: 44,953,971 (99.5%)AGAINST: 2,151 (0.0%)ABSTAIN: 215,460 (0.5%)

Largest asset managers voting on “Election of Director: Janice M. Babiak” at Bank of Montreal, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	20,450,540	0	For
Fidelity	9,201,704	0	For
BlackRock	3,342,020	0	For
Dimensional	3,104,778	0	For
JPMorgan	2,526,561	0	For
Charles Schwab	1,988,566	0	For
Federated Hermes	1,149,624	0	For
Invesco	675,978	0	For
TIAA	500,096	0	For
American Century	304,120	0	For
First Trust	257,608	0	For
Amplify ETF Trust	0	211,097	Abstain
Six Circles Trust	196,852	0	For
Franklin Templeton	157,440	0	For
Hartford	138,440	0	For
John Hancock	118,522	0	For
Lattice Strategies Trust	98,137	0	For
GMO	64,400	0	For
Northern Trust	49,501	0	For
MASTER INVESTMENT PORTFOLIO	45,464	0	For
CARILLON SERIES TRUST	45,229	0	For
Calvert	43,355	0	For
Russell Investments	41,050	0	For
OLD WESTBURY FUNDS INC	38,795	0	For
GMO ETF Trust	36,702	0	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

10. Election of Director: Lorraine Mitchelmore

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.5%

The 67 asset managers below cast 99.9% of the shares they voted on this item FOR (44,958,334 for, 2,151 against).

FOR: 44,958,334 (99.5%)AGAINST: 2,151 (0.0%)ABSTAIN: 211,097 (0.5%)

Largest asset managers voting on “Election of Director: Lorraine Mitchelmore” at Bank of Montreal, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	20,450,540	0	For
Fidelity	9,201,704	0	For
BlackRock	3,342,020	0	For
Dimensional	3,104,778	0	For
JPMorgan	2,526,561	0	For
Charles Schwab	1,988,566	0	For
Federated Hermes	1,149,624	0	For
Invesco	675,978	0	For
TIAA	500,096	0	For
American Century	304,120	0	For
First Trust	257,608	0	For
Amplify ETF Trust	0	211,097	Abstain
Six Circles Trust	196,852	0	For
Franklin Templeton	157,440	0	For
Hartford	138,440	0	For
John Hancock	118,522	0	For
Lattice Strategies Trust	98,137	0	For
GMO	64,400	0	For
Northern Trust	49,501	0	For
MASTER INVESTMENT PORTFOLIO	45,464	0	For
CARILLON SERIES TRUST	45,229	0	For
Calvert	43,355	0	For
Russell Investments	41,050	0	For
OLD WESTBURY FUNDS INC	38,795	0	For
GMO ETF Trust	36,702	0	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

11. Election of Director: Madhu Ranganathan

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 67 asset managers below cast 100% of the shares they voted on this item FOR (45,171,582 for, 0 against).

FOR: 45,171,582 (100.0%)

Largest asset managers voting on “Election of Director: Madhu Ranganathan” at Bank of Montreal, 2025-2026
Asset manager	For	Vote
Vanguard	20,450,540	For
Fidelity	9,201,704	For
BlackRock	3,342,020	For
Dimensional	3,104,778	For
JPMorgan	2,526,561	For
Charles Schwab	1,988,566	For
Federated Hermes	1,149,624	For
Invesco	675,978	For
TIAA	500,096	For
American Century	304,120	For
First Trust	257,608	For
Amplify ETF Trust	211,097	For
Six Circles Trust	196,852	For
Franklin Templeton	157,440	For
Hartford	138,440	For
John Hancock	118,522	For
Lattice Strategies Trust	98,137	For
GMO	64,400	For
Northern Trust	49,501	For
MASTER INVESTMENT PORTFOLIO	45,464	For
CARILLON SERIES TRUST	45,229	For
Calvert	43,355	For
Russell Investments	41,050	For
OLD WESTBURY FUNDS INC	38,795	For
GMO ETF Trust	36,702	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

12. Election of Director: Martin S. Eichenbaum

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.5%

The 67 asset managers below cast 99.9% of the shares they voted on this item FOR (44,958,334 for, 2,151 against).

FOR: 44,958,334 (99.5%)AGAINST: 2,151 (0.0%)ABSTAIN: 211,097 (0.5%)

Largest asset managers voting on “Election of Director: Martin S. Eichenbaum” at Bank of Montreal, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	20,450,540	0	For
Fidelity	9,201,704	0	For
BlackRock	3,342,020	0	For
Dimensional	3,104,778	0	For
JPMorgan	2,526,561	0	For
Charles Schwab	1,988,566	0	For
Federated Hermes	1,149,624	0	For
Invesco	675,978	0	For
TIAA	500,096	0	For
American Century	304,120	0	For
First Trust	257,608	0	For
Amplify ETF Trust	0	211,097	Abstain
Six Circles Trust	196,852	0	For
Franklin Templeton	157,440	0	For
Hartford	138,440	0	For
John Hancock	118,522	0	For
Lattice Strategies Trust	98,137	0	For
GMO	64,400	0	For
Northern Trust	49,501	0	For
MASTER INVESTMENT PORTFOLIO	45,464	0	For
CARILLON SERIES TRUST	45,229	0	For
Calvert	43,355	0	For
Russell Investments	41,050	0	For
OLD WESTBURY FUNDS INC	38,795	0	For
GMO ETF Trust	36,702	0	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

13. Election of Director: Stephen Dent

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 67 asset managers below cast 100% of the shares they voted on this item FOR (45,171,582 for, 0 against).

FOR: 45,171,582 (100.0%)

Largest asset managers voting on “Election of Director: Stephen Dent” at Bank of Montreal, 2025-2026
Asset manager	For	Vote
Vanguard	20,450,540	For
Fidelity	9,201,704	For
BlackRock	3,342,020	For
Dimensional	3,104,778	For
JPMorgan	2,526,561	For
Charles Schwab	1,988,566	For
Federated Hermes	1,149,624	For
Invesco	675,978	For
TIAA	500,096	For
American Century	304,120	For
First Trust	257,608	For
Amplify ETF Trust	211,097	For
Six Circles Trust	196,852	For
Franklin Templeton	157,440	For
Hartford	138,440	For
John Hancock	118,522	For
Lattice Strategies Trust	98,137	For
GMO	64,400	For
Northern Trust	49,501	For
MASTER INVESTMENT PORTFOLIO	45,464	For
CARILLON SERIES TRUST	45,229	For
Calvert	43,355	For
Russell Investments	41,050	For
OLD WESTBURY FUNDS INC	38,795	For
GMO ETF Trust	36,702	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

14. Election of Director: Tammy L. Brown

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 67 asset managers below cast 100% of the shares they voted on this item FOR (45,171,582 for, 0 against).

FOR: 45,171,582 (100.0%)

Largest asset managers voting on “Election of Director: Tammy L. Brown” at Bank of Montreal, 2025-2026
Asset manager	For	Vote
Vanguard	20,450,540	For
Fidelity	9,201,704	For
BlackRock	3,342,020	For
Dimensional	3,104,778	For
JPMorgan	2,526,561	For
Charles Schwab	1,988,566	For
Federated Hermes	1,149,624	For
Invesco	675,978	For
TIAA	500,096	For
American Century	304,120	For
First Trust	257,608	For
Amplify ETF Trust	211,097	For
Six Circles Trust	196,852	For
Franklin Templeton	157,440	For
Hartford	138,440	For
John Hancock	118,522	For
Lattice Strategies Trust	98,137	For
GMO	64,400	For
Northern Trust	49,501	For
MASTER INVESTMENT PORTFOLIO	45,464	For
CARILLON SERIES TRUST	45,229	For
Calvert	43,355	For
Russell Investments	41,050	For
OLD WESTBURY FUNDS INC	38,795	For
GMO ETF Trust	36,702	For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

15. ELECT DIRECTOR ERIC R. LA FLECHE

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.5%

The 61 asset managers below cast 99.9% of the shares they voted on this item FOR (44,906,458 for, 2,151 against).

FOR: 44,906,458 (99.5%)AGAINST: 2,151 (0.0%)ABSTAIN: 211,097 (0.5%)

Largest asset managers voting on “ELECT DIRECTOR ERIC R. LA FLECHE” at Bank of Montreal, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	20,450,540	0	For
Fidelity	9,201,704	0	For
BlackRock	3,342,020	0	For
Dimensional	3,104,778	0	For
JPMorgan	2,526,561	0	For
Charles Schwab	1,988,566	0	For
Federated Hermes	1,149,624	0	For
Invesco	675,978	0	For
TIAA	500,096	0	For
American Century	304,120	0	For
First Trust	257,608	0	For
Amplify ETF Trust	0	211,097	Abstain
Six Circles Trust	196,852	0	For
Franklin Templeton	157,440	0	For
Hartford	138,440	0	For
John Hancock	118,522	0	For
Lattice Strategies Trust	98,137	0	For
GMO	64,400	0	For
Northern Trust	49,501	0	For
MASTER INVESTMENT PORTFOLIO	45,464	0	For
CARILLON SERIES TRUST	45,229	0	For
Calvert	43,355	0	For
Russell Investments	41,050	0	For
OLD WESTBURY FUNDS INC	38,795	0	For
GMO ETF Trust	36,702	0	For

Showing the 25 largest of 61 asset managers. See all 61 in the interactive database.

16. ADVISORY VOTE ON EXECUTIVE COMPENSATION APPROACH

SECTION 14A SAY-ON-PAY VOTES

95% fund support · no official result

FOR 95%

The 61 asset managers below cast 95% of the shares they voted on this item FOR (41,935,283 for, 2,105,177 against).

FOR: 41,935,283 (95.2%)AGAINST: 2,105,177 (4.8%)

Largest asset managers voting on “ADVISORY VOTE ON EXECUTIVE COMPENSATION APPROACH” at Bank of Montreal, 2025-2026
Asset manager	For	Against	Vote
Vanguard	20,450,540	0	For
Fidelity	9,201,704	0	For
BlackRock	3,513,608	0	For
Dimensional	3,104,778	0	For
JPMorgan	2,639,000	0	For
APG Asset Management US Inc.	0	1,548,306	Against
Invesco	675,978	0	For
TIAA	0	500,096	Against
American Century	304,120	0	For
First Trust	257,608	0	For
MONTRUSCO BOLTON INVESTMENTS INC.	206,317	0	For
Six Circles Trust	196,852	0	For
Franklin Templeton	157,440	0	For
CIDEL ASSET MANAGEMENT INC	130,277	0	For
John Hancock	118,522	0	For
Triasima Portfolio Management inc.	102,085	0	For
Lighthouse Investment Partners, LLC	100,076	0	For
Lattice Strategies Trust	98,137	0	For
NORDEA INVESTMENT MANAGEMENT AB	73,114	0	For
GMO	64,400	0	For
Northern Trust	49,901	0	For
CARILLON SERIES TRUST	45,229	0	For
Calvert	0	43,355	Against
Wilshire Advisors LLC	40,436	0	For
OLD WESTBURY FUNDS INC	38,795	0	For

Showing the 25 largest of 61 asset managers. See all 61 in the interactive database.

17. RATIFY KPMG LLP AS AUDITORS

AUDIT-RELATED

99.9% fund support · no official result

FOR 99.9%

The 52 asset managers below cast 99.9% of the shares they voted on this item FOR (39,879,667 for, 2,151 against).

FOR: 39,879,667 (100.0%)AGAINST: 2,151 (0.0%)ABSTAIN: 4,363 (0.0%)

Largest asset managers voting on “RATIFY KPMG LLP AS AUDITORS” at Bank of Montreal, 2025-2026
Asset manager	For	Vote
Vanguard	20,450,540	For
Fidelity	9,201,704	For
Dimensional	3,104,778	For
JPMorgan	2,526,561	For
BlackRock	1,698,243	For
Invesco	675,978	For
TIAA	500,096	For
American Century	304,120	For
First Trust	257,608	For
Six Circles Trust	196,852	For
Franklin Templeton	157,440	For
John Hancock	118,522	For
Lattice Strategies Trust	98,137	For
GMO	64,400	For
Northern Trust	49,501	For
CARILLON SERIES TRUST	45,229	For
Calvert	43,355	For
OLD WESTBURY FUNDS INC	38,795	For
GMO ETF Trust	36,702	For
SA FUNDS INVESTMENT TRUST	36,684	For
BNY Mellon	35,251	For
Victory Capital	34,030	For
AQR	33,436	For
Goldman Sachs	25,523	For
Pacific Life	25,232	For

Showing the 25 largest of 52 asset managers. See all 52 in the interactive database.

18. SP 3: Adopt Performance-Aligned Compensation Policy

COMPENSATION

0.2% fund support · no official result

AGAINST 99.8%

The 47 asset managers below cast 0.2% of the shares they voted on this item FOR (53,556 for, 38,115,807 against).

FOR: 53,556 (0.1%)AGAINST: 38,115,807 (99.9%)

Largest asset managers voting on “SP 3: Adopt Performance-Aligned Compensation Policy” at Bank of Montreal, 2025-2026
Asset manager	For	Against	Vote
Vanguard	0	20,450,540	Against
Fidelity	0	9,201,704	Against
Dimensional	0	3,104,778	Against
JPMorgan	0	2,526,561	Against
Invesco	0	675,978	Against
TIAA	0	500,096	Against
American Century	0	304,120	Against
First Trust	0	257,608	Against
MONTRUSCO BOLTON INVESTMENTS INC.	0	206,317	Against
Franklin Templeton	0	157,440	Against
CIDEL ASSET MANAGEMENT INC	0	130,277	Against
Lattice Strategies Trust	0	98,137	Against
GMO	0	64,400	Against
Northern Trust	34,653	14,848	For
Calvert	0	43,355	Against
OLD WESTBURY FUNDS INC	0	38,795	Against
GMO ETF Trust	0	36,702	Against
SA FUNDS INVESTMENT TRUST	0	36,684	Against
BNY Mellon	0	35,251	Against
Victory Capital	0	34,030	Against
AQR	0	33,436	Against
Goldman Sachs	0	25,523	Against
Pacific Life	0	25,232	Against
BlackRock	0	20,570	Against
Lincoln Financial	0	16,112	Against

Showing the 25 largest of 47 asset managers. See all 47 in the interactive database.

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

CORPORATE GOVERNANCE

0% fund support · no official result

AGAINST 100%

The 46 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 37,824,950 against).

AGAINST: 37,824,950 (100.0%)

Largest asset managers voting on “SP 1: Strengthen Shareholder Participation in Annual General Meetings (AGMs)” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
Vanguard	20,450,540	Against
Fidelity	9,201,704	Against
Dimensional	3,104,778	Against
JPMorgan	2,526,561	Against
Invesco	675,978	Against
TIAA	500,096	Against
American Century	304,120	Against
First Trust	257,608	Against
Franklin Templeton	157,440	Against
Lattice Strategies Trust	98,137	Against
GMO	64,400	Against
Northern Trust	49,501	Against
Calvert	43,355	Against
OLD WESTBURY FUNDS INC	38,795	Against
GMO ETF Trust	36,702	Against
SA FUNDS INVESTMENT TRUST	36,684	Against
BNY Mellon	35,251	Against
Victory Capital	34,030	Against
AQR	33,436	Against
Goldman Sachs	25,523	Against
Pacific Life	25,232	Against
Lincoln Financial	16,112	Against
PRAXIS FUNDS	12,650	Against
Morgan Stanley	12,173	Against
Brinker Capital Destinations Trust	11,972	Against

Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.

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

CORPORATE GOVERNANCE

0% fund support · no official result

AGAINST 100%

The 46 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 37,824,950 against).

AGAINST: 37,824,950 (100.0%)

Largest asset managers voting on “SP 2: Increase Youth Representation in the Bank's Governing Bodies” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
Vanguard	20,450,540	Against
Fidelity	9,201,704	Against
Dimensional	3,104,778	Against
JPMorgan	2,526,561	Against
Invesco	675,978	Against
TIAA	500,096	Against
American Century	304,120	Against
First Trust	257,608	Against
Franklin Templeton	157,440	Against
Lattice Strategies Trust	98,137	Against
GMO	64,400	Against
Northern Trust	49,501	Against
Calvert	43,355	Against
OLD WESTBURY FUNDS INC	38,795	Against
GMO ETF Trust	36,702	Against
SA FUNDS INVESTMENT TRUST	36,684	Against
BNY Mellon	35,251	Against
Victory Capital	34,030	Against
AQR	33,436	Against
Goldman Sachs	25,523	Against
Pacific Life	25,232	Against
Lincoln Financial	16,112	Against
PRAXIS FUNDS	12,650	Against
Morgan Stanley	12,173	Against
Brinker Capital Destinations Trust	11,972	Against

Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.

21. SP 4: Adopt New Skill Diversification Policy

CORPORATE GOVERNANCE

0.2% fund support · no official result

AGAINST 99.8%

The 46 asset managers below cast 0.2% of the shares they voted on this item FOR (53,556 for, 37,771,394 against).

FOR: 53,556 (0.1%)AGAINST: 37,771,394 (99.9%)

Largest asset managers voting on “SP 4: Adopt New Skill Diversification Policy” at Bank of Montreal, 2025-2026
Asset manager	For	Against	Vote
Vanguard	0	20,450,540	Against
Fidelity	0	9,201,704	Against
Dimensional	0	3,104,778	Against
JPMorgan	0	2,526,561	Against
Invesco	0	675,978	Against
TIAA	0	500,096	Against
American Century	0	304,120	Against
First Trust	0	257,608	Against
Franklin Templeton	0	157,440	Against
Lattice Strategies Trust	0	98,137	Against
GMO	0	64,400	Against
Northern Trust	34,653	14,848	For
Calvert	0	43,355	Against
OLD WESTBURY FUNDS INC	0	38,795	Against
GMO ETF Trust	0	36,702	Against
SA FUNDS INVESTMENT TRUST	0	36,684	Against
BNY Mellon	0	35,251	Against
Victory Capital	0	34,030	Against
AQR	0	33,436	Against
Goldman Sachs	0	25,523	Against
Pacific Life	0	25,232	Against
Lincoln Financial	0	16,112	Against
PRAXIS FUNDS	12,650	0	For
Morgan Stanley	0	12,173	Against
Brinker Capital Destinations Trust	0	11,972	Against

Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.

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

CORPORATE GOVERNANCE

0.2% fund support · no official result

AGAINST 99.8%

The 46 asset managers below cast 0.2% of the shares they voted on this item FOR (53,556 for, 37,771,394 against).

FOR: 53,556 (0.1%)AGAINST: 37,771,394 (99.9%)

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 manager	For	Against	Vote
Vanguard	0	20,450,540	Against
Fidelity	0	9,201,704	Against
Dimensional	0	3,104,778	Against
JPMorgan	0	2,526,561	Against
Invesco	0	675,978	Against
TIAA	0	500,096	Against
American Century	0	304,120	Against
First Trust	0	257,608	Against
Franklin Templeton	0	157,440	Against
Lattice Strategies Trust	0	98,137	Against
GMO	0	64,400	Against
Northern Trust	34,653	14,848	For
Calvert	0	43,355	Against
OLD WESTBURY FUNDS INC	0	38,795	Against
GMO ETF Trust	0	36,702	Against
SA FUNDS INVESTMENT TRUST	0	36,684	Against
BNY Mellon	0	35,251	Against
Victory Capital	0	34,030	Against
AQR	0	33,436	Against
Goldman Sachs	0	25,523	Against
Pacific Life	0	25,232	Against
Lincoln Financial	0	16,112	Against
PRAXIS FUNDS	12,650	0	For
Morgan Stanley	0	12,173	Against
Brinker Capital Destinations Trust	0	11,972	Against

Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.

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

OTHER SOCIAL ISSUES

10% fund support · no official result

10%AGAINST 90%

The 46 asset managers below cast 10% of the shares they voted on this item FOR (3,816,909 for, 34,001,737 against).

FOR: 3,816,909 (10.1%)AGAINST: 34,001,737 (89.9%)ABSTAIN: 6,304 (0.0%)

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 manager	For	Against	Vote
Vanguard	0	20,450,540	Against
Fidelity	3,699,931	5,501,773	Against
Dimensional	0	3,104,778	Against
JPMorgan	0	2,526,561	Against
Invesco	0	675,978	Against
TIAA	0	500,096	Against
American Century	0	304,120	Against
First Trust	0	257,608	Against
Franklin Templeton	0	157,440	Against
Lattice Strategies Trust	0	98,137	Against
GMO	0	64,400	Against
Northern Trust	34,653	14,848	For
Calvert	43,355	0	For
OLD WESTBURY FUNDS INC	0	38,795	Against
GMO ETF Trust	0	36,702	Against
SA FUNDS INVESTMENT TRUST	0	36,684	Against
BNY Mellon	0	35,251	Against
Victory Capital	0	34,030	Against
AQR	0	33,436	Against
Goldman Sachs	0	25,523	Against
Pacific Life	0	25,232	Against
Lincoln Financial	0	16,112	Against
PRAXIS FUNDS	12,650	0	For
Morgan Stanley	9,057	3,116	For
Brinker Capital Destinations Trust	0	11,972	Against

Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.

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

OTHER SOCIAL ISSUES

0.3% fund support · no official result

AGAINST 99.7%

The 46 asset managers below cast 0.3% of the shares they voted on this item FOR (105,968 for, 37,718,982 against).

FOR: 105,968 (0.3%)AGAINST: 37,718,982 (99.7%)

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 manager	For	Against	Vote
Vanguard	0	20,450,540	Against
Fidelity	0	9,201,704	Against
Dimensional	0	3,104,778	Against
JPMorgan	0	2,526,561	Against
Invesco	0	675,978	Against
TIAA	0	500,096	Against
American Century	0	304,120	Against
First Trust	0	257,608	Against
Franklin Templeton	0	157,440	Against
Lattice Strategies Trust	0	98,137	Against
GMO	0	64,400	Against
Northern Trust	34,653	14,848	For
Calvert	43,355	0	For
OLD WESTBURY FUNDS INC	0	38,795	Against
GMO ETF Trust	0	36,702	Against
SA FUNDS INVESTMENT TRUST	0	36,684	Against
BNY Mellon	0	35,251	Against
Victory Capital	0	34,030	Against
AQR	0	33,436	Against
Goldman Sachs	0	25,523	Against
Pacific Life	0	25,232	Against
Lincoln Financial	0	16,112	Against
PRAXIS FUNDS	12,650	0	For
Morgan Stanley	9,057	3,116	For
Brinker Capital Destinations Trust	0	11,972	Against

Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.

25. SP 8: Advisory Vote on Environmental Policies

ENVIRONMENT OR CLIMATE

8% fund support · no official result

8%AGAINST 92%

The 46 asset managers below cast 8% of the shares they voted on this item FOR (3,132,625 for, 34,686,021 against).

FOR: 3,132,625 (8.3%)AGAINST: 34,686,021 (91.7%)ABSTAIN: 6,304 (0.0%)

Largest asset managers voting on “SP 8: Advisory Vote on Environmental Policies” at Bank of Montreal, 2025-2026
Asset manager	For	Against	Vote
Vanguard	0	20,450,540	Against
Fidelity	0	9,201,704	Against
Dimensional	0	3,104,778	Against
JPMorgan	2,526,561	0	For
Invesco	0	675,978	Against
TIAA	500,096	0	For
American Century	0	304,120	Against
First Trust	0	257,608	Against
Franklin Templeton	0	157,440	Against
Lattice Strategies Trust	0	98,137	Against
GMO	0	64,400	Against
Northern Trust	34,653	14,848	For
Calvert	43,355	0	For
OLD WESTBURY FUNDS INC	0	38,795	Against
GMO ETF Trust	0	36,702	Against
SA FUNDS INVESTMENT TRUST	0	36,684	Against
BNY Mellon	0	35,251	Against
Victory Capital	0	34,030	Against
AQR	0	33,436	Against
Goldman Sachs	0	25,523	Against
Pacific Life	0	25,232	Against
Lincoln Financial	0	16,112	Against
PRAXIS FUNDS	12,650	0	For
Morgan Stanley	9,057	3,116	For
Brinker Capital Destinations Trust	0	11,972	Against

Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.

26. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

99% fund support · no official result

FOR 99%

The 18 asset managers below cast 99% of the shares they voted on this item FOR (9,570,447 for, 136,260 against).

FOR: 9,570,447 (98.6%)AGAINST: 136,260 (1.4%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Bank of Montreal, 2025-2026
Asset manager	For	Against	Vote
TD Waterhouse Canada Inc.	6,196,248	0	For
Charles Schwab	1,988,566	0	For
Federated Hermes	1,149,624	0	For
Hartford	8,052	130,388	Against
Purpose Unlimited Inc.	115,500	0	For
Russell Investments	41,050	0	For
Osmosis Investment Management UK Ltd	22,660	0	For
Brinker Capital Destinations Trust	18,575	0	For
Morningstar Funds Trust	9,571	0	For
LOUISBOURG INVESTMENTS INC.	8,400	0	For
Venerable Variable Insurance Trust	6,736	0	For
Prudential/PGIM	4,400	0	For
Union Investment Management GmbH	0	3,960	Against
Brighthouse	0	1,912	Against
ETFis Series Trust I	702	0	For
ANDERSON HOAGLAND & CO	187	0	For
Impact Investors, Inc	176	0	For
Beutel, Goodman & Co Ltd.	0	0	--

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

CORPORATE GOVERNANCE

0.2% fund support · no official result

AGAINST 99.8%

The 11 asset managers below cast 0.2% of the shares they voted on this item FOR (3,960 for, 3,359,576 against).

FOR: 3,960 (0.1%)AGAINST: 3,359,576 (99.9%)

Largest asset managers voting on “Shareholder Proposal Regarding Disclosure of Country-by-Country Reporting” at Bank of Montreal, 2025-2026
Asset manager	For	Against	Vote
Charles Schwab	0	1,988,566	Against
Federated Hermes	0	1,149,624	Against
Hartford	0	138,440	Against
Russell Investments	0	41,050	Against
Brinker Capital Destinations Trust	0	18,575	Against
Morningstar Funds Trust	0	9,571	Against
Venerable Variable Insurance Trust	0	6,736	Against
Prudential/PGIM	0	4,400	Against
Union Investment Management GmbH	3,960	0	For
Brighthouse	0	1,912	Against
ETFis Series Trust I	0	702	Against

28. Shareholder Proposal Regarding Executive Compensation Policy

COMPENSATION

0% fund support · no official result

AGAINST 100%

The 11 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 3,363,536 against).

AGAINST: 3,363,536 (100.0%)

Largest asset managers voting on “Shareholder Proposal Regarding Executive Compensation Policy” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
Charles Schwab	1,988,566	Against
Federated Hermes	1,149,624	Against
Hartford	138,440	Against
Russell Investments	41,050	Against
Brinker Capital Destinations Trust	18,575	Against
Morningstar Funds Trust	9,571	Against
Venerable Variable Insurance Trust	6,736	Against
Prudential/PGIM	4,400	Against
Union Investment Management GmbH	3,960	Against
Brighthouse	1,912	Against
ETFis Series Trust I	702	Against

29. Appointment of Auditor

AUDIT-RELATED

100% fund support · no official result

FOR 96%

The 10 asset managers below cast 100% of the shares they voted on this item FOR (3,227,276 for, 0 against).

FOR: 3,227,276 (96.1%)ABSTAIN: 132,300 (3.9%)

Largest asset managers voting on “Appointment of Auditor” at Bank of Montreal, 2025-2026
Asset manager	For	Abstain	Vote
Charles Schwab	1,988,566	0	For
Federated Hermes	1,149,624	0	For
Hartford	8,052	130,388	Abstain
Russell Investments	41,050	0	For
Brinker Capital Destinations Trust	18,575	0	For
Morningstar Funds Trust	9,571	0	For
Venerable Variable Insurance Trust	6,736	0	For
Prudential/PGIM	4,400	0	For
Brighthouse	0	1,912	Abstain
ETFis Series Trust I	702	0	For

30. Shareholder Proposal Regarding Board Skill Diversification Policy

CORPORATE GOVERNANCE

0% fund support · no official result

AGAINST 100%

The 10 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 3,359,576 against).

AGAINST: 3,359,576 (100.0%)

Largest asset managers voting on “Shareholder Proposal Regarding Board Skill Diversification Policy” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
Charles Schwab	1,988,566	Against
Federated Hermes	1,149,624	Against
Hartford	138,440	Against
Russell Investments	41,050	Against
Brinker Capital Destinations Trust	18,575	Against
Morningstar Funds Trust	9,571	Against
Venerable Variable Insurance Trust	6,736	Against
Prudential/PGIM	4,400	Against
Brighthouse	1,912	Against
ETFis Series Trust I	702	Against

31. Shareholder Proposal Regarding Board Youth Representation

CORPORATE GOVERNANCE

0% fund support · no official result

AGAINST 100%

The 10 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 3,359,576 against).

AGAINST: 3,359,576 (100.0%)

Largest asset managers voting on “Shareholder Proposal Regarding Board Youth Representation” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
Charles Schwab	1,988,566	Against
Federated Hermes	1,149,624	Against
Hartford	138,440	Against
Russell Investments	41,050	Against
Brinker Capital Destinations Trust	18,575	Against
Morningstar Funds Trust	9,571	Against
Venerable Variable Insurance Trust	6,736	Against
Prudential/PGIM	4,400	Against
Brighthouse	1,912	Against
ETFis Series Trust I	702	Against

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

ENVIRONMENT OR CLIMATE

0% fund support · no official result

AGAINST 100%

The 10 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 3,359,576 against).

AGAINST: 3,359,576 (100.0%)

Largest asset managers voting on “Shareholder Proposal Regarding Establishment of Advisory Committee on Systemic Impacts” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
Charles Schwab	1,988,566	Against
Federated Hermes	1,149,624	Against
Hartford	138,440	Against
Russell Investments	41,050	Against
Brinker Capital Destinations Trust	18,575	Against
Morningstar Funds Trust	9,571	Against
Venerable Variable Insurance Trust	6,736	Against
Prudential/PGIM	4,400	Against
Brighthouse	1,912	Against
ETFis Series Trust I	702	Against

33. Shareholder Proposal Regarding Participation in Annual Meetings

CORPORATE GOVERNANCE

0% fund support · no official result

AGAINST 100%

The 10 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 3,359,576 against).

AGAINST: 3,359,576 (100.0%)

Largest asset managers voting on “Shareholder Proposal Regarding Participation in Annual Meetings” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
Charles Schwab	1,988,566	Against
Federated Hermes	1,149,624	Against
Hartford	138,440	Against
Russell Investments	41,050	Against
Brinker Capital Destinations Trust	18,575	Against
Morningstar Funds Trust	9,571	Against
Venerable Variable Insurance Trust	6,736	Against
Prudential/PGIM	4,400	Against
Brighthouse	1,912	Against
ETFis Series Trust I	702	Against

34. Shareholder Proposal Regarding Report on Use of Artificial Intelligence

OTHER SOCIAL ISSUES

0.3% fund support · no official result

AGAINST 99.7%

The 10 asset managers below cast 0.3% of the shares they voted on this item FOR (8,754 for, 3,350,822 against).

FOR: 8,754 (0.3%)AGAINST: 3,350,822 (99.7%)

Largest asset managers voting on “Shareholder Proposal Regarding Report on Use of Artificial Intelligence” at Bank of Montreal, 2025-2026
Asset manager	For	Against	Vote
Charles Schwab	0	1,988,566	Against
Federated Hermes	0	1,149,624	Against
Hartford	8,052	130,388	Against
Russell Investments	0	41,050	Against
Brinker Capital Destinations Trust	0	18,575	Against
Morningstar Funds Trust	0	9,571	Against
Venerable Variable Insurance Trust	0	6,736	Against
Prudential/PGIM	0	4,400	Against
Brighthouse	0	1,912	Against
ETFis Series Trust I	702	0	For

35. Shareholder Proposal Regarding Say on Climate

ENVIRONMENT OR CLIMATE

0% fund support · no official result

AGAINST 100%

The 10 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 3,359,576 against).

AGAINST: 3,359,576 (100.0%)

Largest asset managers voting on “Shareholder Proposal Regarding Say on Climate” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
Charles Schwab	1,988,566	Against
Federated Hermes	1,149,624	Against
Hartford	138,440	Against
Russell Investments	41,050	Against
Brinker Capital Destinations Trust	18,575	Against
Morningstar Funds Trust	9,571	Against
Venerable Variable Insurance Trust	6,736	Against
Prudential/PGIM	4,400	Against
Brighthouse	1,912	Against
ETFis Series Trust I	702	Against

36. Appointment of Shareholders' Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 89%11%

The 9 asset managers below cast 100% of the shares they voted on this item FOR (1,715,381 for, 0 against).

FOR: 1,715,381 (89.0%)ABSTAIN: 211,097 (11.0%)

Largest asset managers voting on “Appointment of Shareholders' Auditors” at Bank of Montreal, 2025-2026
Asset manager	For	Abstain	Vote
BlackRock	1,643,777	0	For
Amplify ETF Trust	0	211,097	Abstain
MASTER INVESTMENT PORTFOLIO	45,464	0	For
Jackson National	18,451	0	For
Ultimus Managers Trust	4,003	0	For
RBB FUND, INC.	2,588	0	For
BALLAST ADVISORS LLC	653	0	For
Crewe Advisors LLC	400	0	For
ADVISORS SERIES TRUST	45	0	For

37. Shareholder Proposal No. 1

SHAREHOLDER RIGHTS AND DEFENSES

11% fund support · no official result

11%AGAINST 89%

The 9 asset managers below cast 11% of the shares they voted on this item FOR (211,097 for, 1,714,728 against).

FOR: 211,097 (11.0%)AGAINST: 1,714,728 (89.0%)UNKNOWN: 653 (0.0%)

Largest asset managers voting on “Shareholder Proposal No. 1” at Bank of Montreal, 2025-2026
Asset manager	For	Against	Vote
BlackRock	0	1,643,777	Against
Amplify ETF Trust	211,097	0	For
MASTER INVESTMENT PORTFOLIO	0	45,464	Against
Jackson National	0	18,451	Against
Ultimus Managers Trust	0	4,003	Against
RBB FUND, INC.	0	2,588	Against
BALLAST ADVISORS LLC	0	0	Unknown
Crewe Advisors LLC	0	400	Against
ADVISORS SERIES TRUST	0	45	Against

38. Shareholder Proposal No. 2

SHAREHOLDER RIGHTS AND DEFENSES

0% fund support · no official result

AGAINST 99.9%

The 9 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 1,925,825 against).

AGAINST: 1,925,825 (100.0%)UNKNOWN: 653 (0.0%)

Largest asset managers voting on “Shareholder Proposal No. 2” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
BlackRock	1,643,777	Against
Amplify ETF Trust	211,097	Against
MASTER INVESTMENT PORTFOLIO	45,464	Against
Jackson National	18,451	Against
Ultimus Managers Trust	4,003	Against
RBB FUND, INC.	2,588	Against
BALLAST ADVISORS LLC	0	Unknown
Crewe Advisors LLC	400	Against
ADVISORS SERIES TRUST	45	Against

39. Shareholder Proposal No. 3

SHAREHOLDER RIGHTS AND DEFENSES

0% fund support · no official result

AGAINST 99.9%

The 9 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 1,925,825 against).

AGAINST: 1,925,825 (100.0%)UNKNOWN: 653 (0.0%)

Largest asset managers voting on “Shareholder Proposal No. 3” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
BlackRock	1,643,777	Against
Amplify ETF Trust	211,097	Against
MASTER INVESTMENT PORTFOLIO	45,464	Against
Jackson National	18,451	Against
Ultimus Managers Trust	4,003	Against
RBB FUND, INC.	2,588	Against
BALLAST ADVISORS LLC	0	Unknown
Crewe Advisors LLC	400	Against
ADVISORS SERIES TRUST	45	Against

40. Shareholder Proposal No. 4

SHAREHOLDER RIGHTS AND DEFENSES

0% fund support · no official result

AGAINST 99.9%

The 9 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 1,925,825 against).

AGAINST: 1,925,825 (100.0%)UNKNOWN: 653 (0.0%)

Largest asset managers voting on “Shareholder Proposal No. 4” at Bank of Montreal, 2025-2026
Asset manager	Against	Vote
BlackRock	1,643,777	Against
Amplify ETF Trust	211,097	Against
MASTER INVESTMENT PORTFOLIO	45,464	Against
Jackson National	18,451	Against
Ultimus Managers Trust	4,003	Against
RBB FUND, INC.	2,588	Against
BALLAST ADVISORS LLC	0	Unknown
Crewe Advisors LLC	400	Against
ADVISORS SERIES TRUST	45	Against

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 by the number of Bank of Montreal shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 708,905,679 shares outstanding at the time of that meeting.

Top Bank of Montreal shareholders by shares voted, 2025-2026
#	Asset manager	% of shares outstanding
1	BlackRock	3.94%
2	1832 Asset Management L.P.	1.33%
3	SCOTIA CAPITAL INC.	0.61%
4	Fiera Capital Corp	0.50%
5	Delaney Capital Management Ltd.	0.24%
6	Cardinal Capital Management, Inc.	0.14%
7	Northern Trust	0.09%
8	Value Partners Investments Inc.	0.07%
9	Foyston, Gordon & Payne Inc	0.06%
10	Goldman Sachs	0.06%

Reported Bank of Montreal ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

Bank of Montreal beneficial owners on record 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 2025-10-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2025-10-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At Bank of Montreal's shareholder meeting held 2026-04-15, in the 2025-2026 proxy season, 350 asset managers reported how they voted in their SEC Form N-PX filings, covering 4,211 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 cast 96% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

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