Skip to main content

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
PCJ Investment Counsel Ltd.111,160$9.91M3.90%––
NN Investment Partners Holdings N.V.115,926$10.3M0.06%––
Schroder Investment Management Group92,345$10.3M0.01%––
Pendal Group Limited117,336$10.5M0.10%––
Burgundy Asset Management Ltd.130,000$11.6M0.12%––
Federated Hermes, Inc.130,565$11.6M0.02%––
Jarislowsky, Fraser Ltd147,002$13.1M0.06%––
Skandinaviska Enskilda Banken AB (publ)151,584$13.5M0.09%––
DekaBank Deutsche Girozentrale153,959$13.8M0.05%––
Forsta Ap-Fonden155,500$13.9M0.19%––
Citigroup Inc160,772$14.3M0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)163,127$14.5M0.09%––
St Germain D J Co Inc164,127$14.6M0.99%––
Scheer, Rowlett & Associates Investment Management Ltd.164,850$14.7M1.13%––
Gluskin Sheff & Assoc Inc182,534$16.3M0.73%––
State of Wisconsin Investment Board184,529$16.4M0.04%––
Two Sigma Advisers, LP187,319$16.7M0.05%––
Janus Henderson Group PLC190,532$17.0M0.01%––
Dorchester Wealth Management Co195,367$17.4M4.32%––
Hillsdale Investment Management Inc.197,040$17.6M1.47%––
Allianz Asset Management GmbH199,473$17.8M0.02%––
Aviva PLC213,543$19.0M0.09%––
UBS Group AG218,294$19.5M0.01%––
APG Asset Management N.V.256,675$19.5M0.03%––
Teachers Retirement System of the State of Kentucky221,020$19.7M0.19%––
Ilmarinen Mutual Pension Insurance Co224,304$19.9M0.23%––
AMP Capital Investors Ltd223,465$19.9M0.10%––
Rempart Asset Management Inc.231,115$20.6M5.43%––
Renaissance Technologies LLC248,895$22.2M0.03%––
Neuberger Berman Group LLC247,737$22.2M0.02%––
Barometer Capital Management Inc.211,850$23.5M3.96%––
Parametric Portfolio Associates LLC270,155$24.1M0.01%––
Marshall Wace North America L.P.271,480$24.2M0.10%––
Pictet Asset Management Ltd271,885$24.2M0.03%––
Korea Investment CORP286,300$25.5M0.08%––
Russell Investments Group, Ltd.292,872$26.1M0.05%––
O'Shaughnessy Asset Management, LLC303,812$27.1M0.60%––
AXA S.A.331,523$29.5M0.09%––
Acadian Asset Management LLC342,584$30.5M0.12%––
MUFG Securities (Canada), Ltd.344,347$30.7M1.78%––
AMF Pensionsforsakring AB350,588$31.3M0.23%––
BlackRock Inc.384,410$34.3M0.00%––
Todd Asset Management LLC394,165$35.1M0.82%––
Guardian Capital Advisors LP335,128$38.0M4.34%––
Marshall Wace, LLP428,326$38.2M0.20%––
HSBC Holdings PLC458,022$40.9M0.05%––
MUFG Securities EMEA plc462,900$41.3M0.36%––
Great West Life Assurance Co477,975$42.3M0.10%––
British Columbia Investment Management Corp476,333$42.5M0.31%––
Northern Trust Corp553,552$49.3M0.01%––
Amundi Asset Management US, Inc.632,015$56.3M0.04%––
Deutsche Bank AG638,041$56.9M0.03%––
FIL Ltd647,473$57.7M0.07%––
First Trust Advisors LP655,537$58.4M0.07%––
Massachusetts Financial Services Co663,064$59.1M0.02%––
M&G Investment Management Ltd665,281$59.3M0.50%––
Bank of Nova Scotia Trust Co689,512$61.5M5.90%––
Value Partners Investments Inc.698,949$62.3M5.41%––
Public Sector Pension Investment Board714,608$63.7M0.43%––
Marshall Wace Asia Ltd761,445$67.9M1.52%––
Bank of New York Mellon Corp791,847$70.6M0.01%––
Invesco Ltd.848,175$75.6M0.02%––
Cidel Asset Management Inc892,908$79.6M3.59%––
Agf Investments Inc.929,893$82.9M0.66%––
Alberta Investment Management Corp1,020,125$90.9M0.81%––
Triasima Portfolio Management inc.1,156,800$103.0M5.20%––
Man Group plc1,170,454$104.3M0.46%––
Morgan Stanley1,172,188$104.5M0.02%––
Geode Capital Management, LLC1,329,116$118.4M0.02%––
Bank of America Corp1,346,051$120.0M0.01%––
Newport Trust Co1,372,078$122.3M0.30%––
Cardinal Capital Management, Inc.1,382,569$123.1M7.24%––
Goldman Sachs Group Inc1,410,182$125.7M0.04%––
Federation des caisses Desjardins du Quebec1,441,872$128.4M1.42%––
Two Sigma Investments, LP1,527,897$136.2M0.41%––
Intact Investment Management Inc.1,278,743$143.1M4.33%––
Credit Suisse AG1,630,988$145.4M0.11%––
Canada Pension Plan Investment Board1,635,000$145.7M0.19%––
Sumitomo Mitsui Trust Holdings, Inc.1,940,122$172.9M0.11%––
Omers Administration Corp2,116,033$188.6M2.99%––
Healthcare of Ontario Pension Plan Trust Fund2,207,392$196.9M0.50%––
JPMorgan Chase & Co2,231,284$198.9M0.03%––
Franklin Resources Inc2,258,812$201.3M0.08%––
Scotia Capital Inc.2,336,391$208.1M1.73%––
1832 Asset Management L.P.2,693,521$241.1M0.52%––
FMR LLC2,849,732$254.0M0.02%––
Letko, Brosseau & Associates Inc2,941,844$262.2M3.58%––
Dimensional Fund Advisors LP3,303,812$294.4M0.10%––
Legal & General Group Plc3,371,742$300.5M0.11%––
Fiera Capital Corp3,447,013$307.1M0.88%––
Beutel, Goodman & Co Ltd.3,695,597$329.2M2.07%––
Manufacturers Life Insurance Company, The3,479,413$389.8M0.34%––
Connor, Clark & Lunn Investment Management Ltd.4,407,939$392.9M2.19%––
Guardian Capital LP3,892,212$436.0M7.31%––
CIBC Asset Management Inc6,279,552$559.3M2.38%––
Norges Bank7,154,831$637.7M0.15%––
Bank of Nova Scotia8,683,972$774.9M1.53%––
Toronto Dominion Bank8,909,719$794.5M1.40%––
Caisse de Depot Et Placement du Quebec10,520,000$937.6M2.11%––
Mackenzie Financial Corp11,084,544$987.6M1.51%––