Bank of Montreal
BMO- Exchange
- NYSE
- Industry
- Commercial Banks, NEC
- SEC CIK
- 0000927971
No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 658 institutions reported holding it in 13F filings for Q2 2026, worth $60.0B in total; no superinvestor holds it.
Other share classesAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU
13F holders, Q2 2026
Institutional positions in Bank of Montreal as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 658
- +30 vs. Q1 2026
- Shares held
- 335.4M
- +7.53M (+2.3%) vs. Q1 2026
- Total value
- $60.0B
- +$15.6B (+35.0%) vs. Q1 2026
- New holders
- 93
- 213 more added
- Sold out
- 63
- 213 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 658 | $60.0B |
| Q1 2026 | 637 | $44.5B |
| Q4 2025 | 617 | $43.2B |
| Q3 2025 | 578 | $45.2B |
| Q2 2025 | 565 | $46.0B |
| Q1 2025 | 556 | $33.0B |
| Q4 2024 | 536 | $35.7B |
| Q3 2024 | 470 | $31.2B |
| Q2 2024 | 477 | $29.8B |
| Q1 2024 | 492 | $34.7B |
| Q4 2023 | 489 | $34.3B |
| Q3 2023 | 458 | $29.5B |
| Q2 2023 | 470 | $30.9B |
| Q1 2023 | 471 | $29.4B |
| Q4 2022 | 477 | $29.2B |
| Q3 2022 | 456 | $26.4B |
| Q2 2022 | 487 | $28.3B |
| Q1 2022 | 505 | $34.1B |
| Q4 2021 | 488 | $28.9B |
| Q3 2021 | 459 | $27.7B |
| Q2 2021 | 440 | $28.3B |
| Q1 2021 | 405 | $24.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 52,167,653 | $9.22B | 1.56% | −430,389−0.8% | Reduced |
| Bank of Montreal | 28,128,121 | $4.97B | 1.80% | +130,783+0.5% | Added |
| Vanguard Capital Management LLC | 20,475,602 | $3.62B | 0.08% | +194,762+1.0% | Added |
| TD Asset Management Inc | 15,233,725 | $2.69B | 2.33% | −3,852,876−20.2% | Reduced |
| CIBC World Markets Inc. | 12,410,915 | $2.19B | 3.69% | −774,883−5.9% | Reduced |
| FIL Ltd | 12,329,093 | $2.18B | 1.57% | +834,860+7.3% | Added |
| Mackenzie Financial Corp | 8,547,687 | $2.14B | 2.14% | −34,501−0.4% | Reduced |
| National Bank of Canada | 10,405,423 | $1.84B | 1.61% | −354,875−3.3% | Reduced |
| FMR LLC | 9,527,449 | $1.68B | 0.07% | +2,234,256+30.6% | Added |
| 1832 Asset Management L.P. | 9,303,809 | $1.64B | 2.02% | −296,120−3.1% | Reduced |
| Norges Bank | 8,796,707 | $1.55B | 0.15% | +8,796,707 | New |
| Geode Capital Management, LLC | 7,973,622 | $1.46B | 0.08% | +661,553+9.0% | Added |
| Canada Pension Plan Investment Board | 7,256,202 | $1.28B | 0.71% | +1,017,326+16.3% | Added |
| CIBC Asset Management Inc | 6,747,985 | $1.20B | 2.63% | −32,333−0.5% | Reduced |
| TD Waterhouse Canada Inc. | 6,350,903 | $1.13B | 2.97% | +123,387+2.0% | Added |
| Vanguard Fiduciary Trust Co | 6,264,886 | $1.11B | 0.24% | +29,196+0.5% | Added |
| Toronto Dominion Bank | 5,632,710 | $994.5M | 1.66% | −564,683−9.1% | Reduced |
| Vanguard Global Advisers, LLC | 5,426,252 | $959.1M | 0.45% | +441,974+8.9% | Added |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $957.5M | 1.36% | 00.0% | Unchanged |
| Bank of Nova Scotia | 5,205,604 | $920.0M | 1.39% | +173,121+3.4% | Added |
| Legal & General Group Plc | 4,212,134 | $744.2M | 0.16% | −391,017−8.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,174,425 | $737.1M | 1.05% | +678,753+19.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,839,476 | $677.1M | 1.28% | +1,749,052+83.7% | Added |
| Dimensional Fund Advisors LP | 3,659,355 | $646.6M | 0.12% | −29,289−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,374,200 | $593.7M | 1.81% | −624,680−15.6% | Reduced |
| Scotia Capital Inc. | 3,334,549 | $587.8M | 2.20% | −127,169−3.7% | Reduced |
| Fiera Capital Corp | 3,214,287 | $567.1M | 2.06% | −272,333−7.8% | Reduced |
| JPMorgan Chase & Co | 3,145,509 | $553.9M | 0.03% | −670,061−17.6% | Reduced |
| Morgan Stanley | 2,902,505 | $512.9M | 0.03% | +698,892+31.7% | Added |
| Beutel, Goodman & Co Ltd. | 2,695,594 | $476.3M | 3.50% | −406,274−13.1% | Reduced |
| Goldman Sachs Group Inc | 2,545,917 | $449.9M | 0.05% | −42,904−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 2,361,978 | $416.6M | 0.33% | −72,867−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,080,308 | $367.6M | 0.05% | +76,329+3.8% | Added |
| Massachusetts Financial Services Co | 1,300,991 | $324.8M | 0.10% | −50,323−3.7% | Reduced |
| Vanguard Asset Management, Ltd | 1,600,956 | $283.0M | 0.19% | +170,672+11.9% | Added |
| Bessemer Group Inc | 1,469,398 | $259.3M | 0.36% | +1,427,492+3,406.4% | Added |
| Letko, Brosseau & Associates Inc | 1,426,775 | $252.1M | 3.73% | −153,255−9.7% | Reduced |
| Deutsche Bank AG | 1,334,415 | $235.8M | 0.07% | +31,851+2.4% | Added |
| British Columbia Investment Management Corp | 1,271,498 | $224.5M | 1.41% | +383,861+43.2% | Added |
| Newport Trust Co | 1,259,908 | $222.6M | 0.54% | −37,457−2.9% | Reduced |
| Amundi | 1,215,809 | $217.8M | 0.05% | +110,766+10.0% | Added |
| Omers Administration Corp | 1,230,715 | $217.4M | 1.30% | +10,060+0.8% | Added |
| Invesco Ltd. | 1,203,872 | $212.7M | 0.02% | −502,412−29.4% | Reduced |
| Acadian Asset Management LLC | 1,197,679 | $211.6M | 0.25% | +2,398+0.2% | Added |
| Public Sector Pension Investment Board | 1,177,353 | $207.9M | 0.55% | +61,840+5.5% | Added |
| Clearbridge Investments, LLC | 1,153,825 | $202.5M | 0.17% | +21,665+1.9% | Added |
| Barclays PLC | 1,084,437 | $191.6M | 0.06% | −495,291−31.4% | Reduced |
| Cardinal Capital Management, Inc. | 999,266 | $176.3M | 4.26% | −5,261−0.5% | Reduced |
| MUFG Securities (Canada), Ltd. | 991,466 | $175.0M | 4.72% | −56,101−5.4% | Reduced |
| Aviso Financial Inc. | 973,584 | $172.0M | 5.98% | −25,717−2.6% | Reduced |
| UBS Group AG | 953,638 | $168.5M | 0.03% | +136,632+16.7% | Added |
| Picton Mahoney Asset Management | 945,606 | $166.7M | 1.54% | +707,670+297.4% | Added |
| Addenda Capital Inc. | 625,064 | $156.7M | 4.26% | −49,004−7.3% | Reduced |
| Alberta Investment Management Corp | 810,135 | $143.0M | 0.82% | −32,033−3.8% | Reduced |
| Bank of New York Mellon Corp | 739,895 | $130.7M | 0.02% | +29,633+4.2% | Added |
| BCV Asset Management Inc. | 642,300 | $113.2M | 3.42% | −13,441−2.0% | Reduced |
| Aviva PLC | 630,423 | $111.2M | 0.16% | +3,181+0.5% | Added |
| Intact Investment Management Inc. | 626,785 | $110.8M | 3.15% | +237,280+60.9% | Added |
| BlackRock, Inc. | 622,130 | $109.9M | 0.00% | −96,360−13.4% | Reduced |
| Guardian Capital LP | 614,927 | $108.6M | 2.64% | −65,746−9.7% | Reduced |
| Bank of America Corp | 588,633 | $104.0M | 0.01% | −1,042,643−63.9% | Reduced |
| Northern Trust Corp | 560,484 | $99.0M | 0.01% | −4,473−0.8% | Reduced |
| Nuveen, LLC | 526,771 | $93.1M | 0.02% | −3,067−0.6% | Reduced |
| Two Sigma Investments, LP | 511,838 | $90.4M | 0.07% | +490,038+2,247.9% | Added |
| AQR Capital Management LLC | 469,429 | $82.9M | 0.03% | +35,221+8.1% | Added |
| Hillsdale Investment Management Inc. | 460,739 | $81.3M | 1.85% | −83,070−15.3% | Reduced |
| American Century Companies Inc | 452,310 | $79.9M | 0.04% | +109,512+31.9% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 447,594 | $78.9M | 5.67% | −148,731−24.9% | Reduced |
| Bank of Nova Scotia Trust Co | 446,227 | $78.8M | 6.54% | −49,782−10.0% | Reduced |
| APG Asset Management N.V. | 508,694 | $78.6M | 0.19% | +139,255+37.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 430,916 | $76.1M | 0.15% | +121,499+39.3% | Added |
| Korea Investment CORP | 409,037 | $72.3M | 0.14% | +18,782+4.8% | Added |
| Agf Management Ltd | 408,424 | $72.2M | 0.28% | −40,508−9.0% | Reduced |
| State of Tennessee, Treasury Department | 403,848 | $71.4M | 0.21% | +1,447+0.4% | Added |
| Zurich Insurance Group Ltd | 367,582 | $64.9M | 0.45% | −165,726−31.1% | Reduced |
| Pictet Asset Management Holding SA | 363,071 | $64.1M | 0.06% | −16,343−4.3% | Reduced |
| Delaney Capital Management Ltd. | 360,775 | $63.6M | 10.07% | −25,334−6.6% | Reduced |
| Great West Life Assurance Co | 355,662 | $62.6M | 0.10% | −9,436−2.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 351,288 | $62.1M | 0.15% | −835−0.2% | Reduced |
| Franklin Resources Inc | 349,582 | $61.7M | 0.01% | +4,679+1.4% | Added |
| Guardian Partners Inc. | 303,771 | $53.7M | 4.84% | −64,391−17.5% | Reduced |
| Purpose Unlimited Inc. | 299,232 | $52.9M | 2.02% | −19,115−6.0% | Reduced |
| Cidel Asset Management Inc | 294,015 | $51.9M | 2.50% | +163,407+125.1% | Added |
| Russell Investments Group, Ltd. | 289,001 | $51.1M | 0.04% | −47,836−14.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 287,700 | $50.8M | 0.96% | +198,600+222.9% | Added |
| Capital Wealth Planning, LLC | 257,802 | $45.6M | 0.23% | +23,449+10.0% | Added |
| Citigroup Inc | 251,308 | $44.4M | 0.02% | −171,901−40.6% | Reduced |
| State of Wisconsin Investment Board | 241,553 | $42.7M | 0.09% | −6,800−2.7% | Reduced |
| Value Partners Investments Inc. | 239,642 | $42.3M | 2.95% | −200,910−45.6% | Reduced |
| Neuberger Berman Group LLC | 209,653 | $37.0M | 0.02% | +3,266+1.6% | Added |
| Candriam Luxembourg S.C.A. | 209,138 | $36.9M | 0.17% | −34,884−14.3% | Reduced |
| First Trust Advisors LP | 205,963 | $36.4M | 0.02% | −66,453−24.4% | Reduced |
| Intech Investment Management LLC | 204,697 | $36.2M | 0.33% | +16,950+9.0% | Added |
| Mn Services Vermogensbeheer B.V. | 200,613 | $35.4M | 0.27% | +35,400+21.4% | Added |
| Investment Management Corp of Ontario | 200,024 | $35.3M | 0.45% | +256+0.1% | Added |
| D. E. Shaw & Co., Inc. | 194,600 | $34.4M | 0.02% | −107,503−35.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 183,475 | $32.4M | 0.03% | −26,532−12.6% | Reduced |
| Cardinal Point Capital Management, ULC | 175,545 | $31.0M | 1.75% | −1,129−0.6% | Reduced |
| Rempart Asset Management Inc. | 174,264 | $30.7M | 6.30% | −17,635−9.2% | Reduced |
| Montrusco Bolton Investments Inc. | 171,898 | $30.4M | 0.47% | −33,069−16.1% | Reduced |