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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, Q1 2021

Institutional positions in Bank of Montreal as of Mar 31, 2021. 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
405
No complete 13F data for Q4 2020
Shares held
273.9M
No complete 13F data for Q4 2020
Total value
$24.7B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 405 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ1 2021: $24.7B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Bank of Montreal.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BMO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada57,595,883$5.13B1.59%––
Bank of Montreal22,938,478$2.09B1.46%––
Vanguard Group Inc19,528,471$1.74B0.05%––
TD Asset Management Inc14,992,767$1.34B1.49%––
CIBC World Markets Inc.13,291,425$1.18B3.63%––
Mackenzie Financial Corp11,084,544$987.6M1.51%––
Caisse de Depot Et Placement du Quebec10,520,000$937.6M2.11%––
Toronto Dominion Bank8,909,719$794.5M1.40%––
Bank of Nova Scotia8,683,972$774.9M1.53%––
Norges Bank7,154,831$637.7M0.15%––
CIBC Asset Management Inc6,279,552$559.3M2.38%––
Guardian Capital LP3,892,212$436.0M7.31%––
Connor, Clark & Lunn Investment Management Ltd.4,407,939$392.9M2.19%––
Manufacturers Life Insurance Company, The3,479,413$389.8M0.34%––
Beutel, Goodman & Co Ltd.3,695,597$329.2M2.07%––
Fiera Capital Corp3,447,013$307.1M0.88%––
Legal & General Group Plc3,371,742$300.5M0.11%––
Dimensional Fund Advisors LP3,303,812$294.4M0.10%––
Letko, Brosseau & Associates Inc2,941,844$262.2M3.58%––
FMR LLC2,849,732$254.0M0.02%––
1832 Asset Management L.P.2,693,521$241.1M0.52%––
Scotia Capital Inc.2,336,391$208.1M1.73%––
Franklin Resources Inc2,258,812$201.3M0.08%––
JPMorgan Chase & Co2,231,284$198.9M0.03%––
Healthcare of Ontario Pension Plan Trust Fund2,207,392$196.9M0.50%––
Omers Administration Corp2,116,033$188.6M2.99%––
Sumitomo Mitsui Trust Holdings, Inc.1,940,122$172.9M0.11%––
Canada Pension Plan Investment Board1,635,000$145.7M0.19%––
Credit Suisse AG1,630,988$145.4M0.11%––
Intact Investment Management Inc.1,278,743$143.1M4.33%––
Two Sigma Investments, LP1,527,897$136.2M0.41%––
Federation des caisses Desjardins du Quebec1,441,872$128.4M1.42%––
Goldman Sachs Group Inc1,410,182$125.7M0.04%––
Cardinal Capital Management, Inc.1,382,569$123.1M7.24%––
Newport Trust Co1,372,078$122.3M0.30%––
Bank of America Corp1,346,051$120.0M0.01%––
Geode Capital Management, LLC1,329,116$118.4M0.02%––
Morgan Stanley1,172,188$104.5M0.02%––
Man Group plc1,170,454$104.3M0.46%––
Triasima Portfolio Management inc.1,156,800$103.0M5.20%––
Alberta Investment Management Corp1,020,125$90.9M0.81%––
Agf Investments Inc.929,893$82.9M0.66%––
Cidel Asset Management Inc892,908$79.6M3.59%––
Invesco Ltd.848,175$75.6M0.02%––
Bank of New York Mellon Corp791,847$70.6M0.01%––
Marshall Wace Asia Ltd761,445$67.9M1.52%––
Public Sector Pension Investment Board714,608$63.7M0.43%––
Value Partners Investments Inc.698,949$62.3M5.41%––
Bank of Nova Scotia Trust Co689,512$61.5M5.90%––
M&G Investment Management Ltd665,281$59.3M0.50%––
Massachusetts Financial Services Co663,064$59.1M0.02%––
First Trust Advisors LP655,537$58.4M0.07%––
FIL Ltd647,473$57.7M0.07%––
Deutsche Bank AG638,041$56.9M0.03%––
Amundi Asset Management US, Inc.632,015$56.3M0.04%––
Northern Trust Corp553,552$49.3M0.01%––
British Columbia Investment Management Corp476,333$42.5M0.31%––
Great West Life Assurance Co477,975$42.3M0.10%––
MUFG Securities EMEA plc462,900$41.3M0.36%––
HSBC Holdings PLC458,022$40.9M0.05%––
Marshall Wace, LLP428,326$38.2M0.20%––
Guardian Capital Advisors LP335,128$38.0M4.34%––
Todd Asset Management LLC394,165$35.1M0.82%––
BlackRock Inc.384,410$34.3M0.00%––
AMF Pensionsforsakring AB350,588$31.3M0.23%––
MUFG Securities (Canada), Ltd.344,347$30.7M1.78%––
Acadian Asset Management LLC342,584$30.5M0.12%––
AXA S.A.331,523$29.5M0.09%––
O'Shaughnessy Asset Management, LLC303,812$27.1M0.60%––
Russell Investments Group, Ltd.292,872$26.1M0.05%––
Korea Investment CORP286,300$25.5M0.08%––
Pictet Asset Management Ltd271,885$24.2M0.03%––
Marshall Wace North America L.P.271,480$24.2M0.10%––
Parametric Portfolio Associates LLC270,155$24.1M0.01%––
Barometer Capital Management Inc.211,850$23.5M3.96%––
Neuberger Berman Group LLC247,737$22.2M0.02%––
Renaissance Technologies LLC248,895$22.2M0.03%––
Rempart Asset Management Inc.231,115$20.6M5.43%––
AMP Capital Investors Ltd223,465$19.9M0.10%––
Ilmarinen Mutual Pension Insurance Co224,304$19.9M0.23%––
Teachers Retirement System of the State of Kentucky221,020$19.7M0.19%––
APG Asset Management N.V.256,675$19.5M0.03%––
UBS Group AG218,294$19.5M0.01%––
Aviva PLC213,543$19.0M0.09%––
Allianz Asset Management GmbH199,473$17.8M0.02%––
Hillsdale Investment Management Inc.197,040$17.6M1.47%––
Dorchester Wealth Management Co195,367$17.4M4.32%––
Janus Henderson Group PLC190,532$17.0M0.01%––
Two Sigma Advisers, LP187,319$16.7M0.05%––
State of Wisconsin Investment Board184,529$16.4M0.04%––
Gluskin Sheff & Assoc Inc182,534$16.3M0.73%––
Scheer, Rowlett & Associates Investment Management Ltd.164,850$14.7M1.13%––
St Germain D J Co Inc164,127$14.6M0.99%––
Zurcher Kantonalbank (Zurich Cantonalbank)163,127$14.5M0.09%––
Citigroup Inc160,772$14.3M0.01%––
Forsta Ap-Fonden155,500$13.9M0.19%––
DekaBank Deutsche Girozentrale153,959$13.8M0.05%––
Skandinaviska Enskilda Banken AB (publ)151,584$13.5M0.09%––
Jarislowsky, Fraser Ltd147,002$13.1M0.06%––
Federated Hermes, Inc.130,565$11.6M0.02%––