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 2021
Institutional positions in Bank of Montreal as of Jun 30, 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
- 440
- +37 vs. Q1 2021
- Shares held
- 274.3M
- +989.6K (+0.4%) vs. Q1 2021
- Total value
- $28.3B
- +$3.65B (+14.8%) vs. Q1 2021
- New holders
- 65
- 127 more added
- Sold out
- 28
- 136 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $44.7B |
| Q2 2025 | 565 | $38.7B |
| Q1 2025 | 556 | $33.0B |
| Q4 2024 | 536 | $33.4B |
| Q3 2024 | 470 | $30.8B |
| Q2 2024 | 477 | $29.5B |
| Q1 2024 | 492 | $34.1B |
| Q4 2023 | 489 | $33.9B |
| Q3 2023 | 458 | $28.3B |
| Q2 2023 | 470 | $29.7B |
| Q1 2023 | 471 | $28.9B |
| Q4 2022 | 477 | $29.2B |
| Q3 2022 | 456 | $26.4B |
| Q2 2022 | 487 | $28.3B |
| Q1 2022 | 505 | $34.0B |
| Q4 2021 | 488 | $28.9B |
| Q3 2021 | 459 | $27.7B |
| Q2 2021 | 440 | $28.3B |
| Q1 2021 | 405 | $24.7B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 56,556,088 | $5.80B | 1.63% | −1,039,795−1.8% | Reduced |
| Bank of Montreal | 25,103,492 | $2.65B | 1.38% | +2,165,014+9.4% | Added |
| Vanguard Group Inc | 19,947,146 | $2.05B | 0.05% | +418,675+2.1% | Added |
| TD Asset Management Inc | 14,888,431 | $1.47B | 1.50% | −104,336−0.7% | Reduced |
| CIBC World Markets Inc. | 12,177,741 | $1.25B | 3.65% | −1,113,684−8.4% | Reduced |
| Bank of Nova Scotia | 11,548,599 | $1.18B | 2.22% | +2,864,627+33.0% | Added |
| Mackenzie Financial Corp | 11,230,451 | $1.15B | 1.60% | +145,907+1.3% | Added |
| Toronto Dominion Bank | 8,074,033 | $827.8M | 1.28% | −835,686−9.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 8,063,300 | $827.4M | 1.79% | −2,456,700−23.4% | Reduced |
| Norges Bank | 7,071,351 | $724.7M | 0.16% | −83,480−1.2% | Reduced |
| CIBC Asset Management Inc | 5,834,766 | $597.5M | 2.42% | −444,786−7.1% | Reduced |
| 1832 Asset Management L.P. | 4,752,130 | $485.7M | 0.94% | +2,058,609+76.4% | Added |
| Manufacturers Life Insurance Company, The | 3,727,837 | $473.7M | 0.38% | +248,424+7.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,470,820 | $458.2M | 2.33% | +62,881+1.4% | Added |
| Canada Pension Plan Investment Board | 3,900,000 | $400.2M | 0.48% | +2,265,000+138.5% | Added |
| Legal & General Group Plc | 3,680,360 | $377.7M | 0.13% | +308,618+9.2% | Added |
| Guardian Capital LP | 3,628,192 | $372.3M | 7.30% | −264,020−6.8% | Reduced |
| Fiera Capital Corp | 3,556,759 | $364.8M | 0.93% | +109,746+3.2% | Added |
| Beutel, Goodman & Co Ltd. | 3,515,597 | $359.0M | 2.13% | −180,000−4.9% | Reduced |
| Dimensional Fund Advisors LP | 3,303,614 | $338.8M | 0.11% | −1980.0% | Reduced |
| FMR LLC | 2,872,910 | $294.5M | 0.02% | +23,178+0.8% | Added |
| Letko, Brosseau & Associates Inc | 2,742,805 | $281.4M | 3.75% | −199,039−6.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,509,292 | $257.2M | 0.57% | +301,900+13.7% | Added |
| Scotia Capital Inc. | 2,401,710 | $246.0M | 1.84% | +65,319+2.8% | Added |
| JPMorgan Chase & Co | 2,157,041 | $221.2M | 0.03% | −74,243−3.3% | Reduced |
| Franklin Resources Inc | 2,154,729 | $220.8M | 0.08% | −104,083−4.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,891,238 | $193.7M | 0.11% | −48,884−2.5% | Reduced |
| Bank of America Corp | 1,529,704 | $156.9M | 0.02% | +183,653+13.6% | Added |
| Geode Capital Management, LLC | 1,489,484 | $152.5M | 0.02% | +160,368+12.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,399,131 | $143.2M | 1.45% | −42,741−3.0% | Reduced |
| Newport Trust Co | 1,352,711 | $138.7M | 0.35% | −19,367−1.4% | Reduced |
| Cardinal Capital Management, Inc. | 1,310,596 | $134.2M | 7.26% | −71,973−5.2% | Reduced |
| Credit Suisse AG | 1,305,118 | $133.3M | 0.10% | −325,870−20.0% | Reduced |
| Alberta Investment Management Corp | 1,251,975 | $128.5M | 1.07% | +231,850+22.7% | Added |
| Triasima Portfolio Management inc. | 1,165,815 | $119.5M | 5.83% | +9,015+0.8% | Added |
| Intact Investment Management Inc. | 909,343 | $115.5M | 3.27% | −369,400−28.9% | Reduced |
| Invesco Ltd. | 1,047,068 | $107.4M | 0.03% | +198,893+23.4% | Added |
| Goldman Sachs Group Inc | 966,620 | $99.1M | 0.03% | −443,562−31.5% | Reduced |
| Two Sigma Investments, LP | 956,327 | $98.1M | 0.26% | −571,570−37.4% | Reduced |
| Cidel Asset Management Inc | 927,296 | $95.1M | 3.85% | +34,388+3.9% | Added |
| Agf Investments Inc. | 805,345 | $82.5M | 0.62% | −124,548−13.4% | Reduced |
| Marshall Wace Asia Ltd | 784,702 | $80.5M | 1.70% | +23,257+3.1% | Added |
| Public Sector Pension Investment Board | 761,221 | $78.1M | 0.49% | +46,613+6.5% | Added |
| Bank of New York Mellon Corp | 760,135 | $78.0M | 0.02% | −31,712−4.0% | Reduced |
| Amundi | 737,534 | $75.6M | 0.05% | +737,534 | New |
| British Columbia Investment Management Corp | 711,752 | $72.9M | 0.45% | +235,419+49.4% | Added |
| Deutsche Bank AG | 695,742 | $71.4M | 0.03% | +57,701+9.0% | Added |
| Value Partners Investments Inc. | 684,979 | $70.2M | 5.73% | −13,970−2.0% | Reduced |
| Bank of Nova Scotia Trust Co | 683,747 | $70.1M | 6.19% | −5,765−0.8% | Reduced |
| Man Group plc | 673,404 | $69.1M | 0.24% | −497,050−42.5% | Reduced |
| FIL Ltd | 669,392 | $68.6M | 0.07% | +21,919+3.4% | Added |
| Morgan Stanley | 666,696 | $68.4M | 0.01% | −505,492−43.1% | Reduced |
| Massachusetts Financial Services Co | 653,149 | $67.0M | 0.02% | −9,915−1.5% | Reduced |
| M&G Investment Management Ltd | 631,952 | $64.7M | 0.34% | −33,329−5.0% | Reduced |
| First Trust Advisors LP | 571,691 | $58.6M | 0.06% | −83,846−12.8% | Reduced |
| HSBC Holdings PLC | 567,099 | $58.1M | 0.07% | +109,077+23.8% | Added |
| Great West Life Assurance Co | 488,662 | $50.1M | 0.11% | +10,687+2.2% | Added |
| Allianz Asset Management GmbH | 472,771 | $48.5M | 0.04% | +273,298+137.0% | Added |
| Northern Trust Corp | 463,571 | $47.5M | 0.01% | −89,981−16.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 394,900 | $40.5M | 0.20% | +349,900+777.6% | Added |
| BlackRock Inc. | 393,410 | $40.3M | 0.00% | +9,000+2.3% | Added |
| AMF Pensionsforsakring AB | 369,451 | $37.9M | 0.26% | +18,863+5.4% | Added |
| MUFG Securities (Canada), Ltd. | 344,522 | $35.4M | 1.70% | +175+0.1% | Added |
| Todd Asset Management LLC | 344,230 | $35.3M | 0.80% | −49,935−12.7% | Reduced |
| Guardian Capital Advisors LP | 331,838 | $34.1M | 3.50% | −3,290−1.0% | Reduced |
| Russell Investments Group, Ltd. | 328,299 | $33.7M | 0.06% | +35,427+12.1% | Added |
| AXA S.A. | 303,418 | $31.1M | 0.09% | −28,105−8.5% | Reduced |
| Parametric Portfolio Associates LLC | 292,646 | $30.0M | 0.02% | +22,491+8.3% | Added |
| Korea Investment CORP | 272,600 | $28.0M | 0.08% | −13,700−4.8% | Reduced |
| Quadrature Capital Ltd | 268,800 | $27.6M | 1.05% | +268,800 | New |
| Pictet Asset Management Ltd | 256,558 | $26.3M | 0.03% | −15,327−5.6% | Reduced |
| Polar Asset Management Partners Inc. | 251,637 | $25.8M | 0.32% | +251,637 | New |
| Pendal Group Limited | 248,198 | $25.4M | 0.23% | +130,862+111.5% | Added |
| Barometer Capital Management Inc. | 187,070 | $23.6M | 4.51% | −24,780−11.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $23.0M | 0.25% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 223,571 | $22.9M | 0.14% | +71,987+47.5% | Added |
| Rempart Asset Management Inc. | 223,350 | $22.9M | 4.73% | −7,765−3.4% | Reduced |
| AMP Capital Investors Ltd | 222,690 | $22.8M | 0.11% | −775−0.3% | Reduced |
| Aviva PLC | 221,588 | $22.7M | 0.10% | +8,045+3.8% | Added |
| Janus Henderson Group PLC | 203,686 | $20.9M | 0.01% | +13,154+6.9% | Added |
| Hillsdale Investment Management Inc. | 200,580 | $20.6M | 1.64% | +3,540+1.8% | Added |
| Gluskin Sheff & Assoc Inc | 191,387 | $19.6M | 0.91% | +8,853+4.9% | Added |
| Dorchester Wealth Management Co | 190,784 | $19.6M | 4.48% | −4,583−2.3% | Reduced |
| Neuberger Berman Group LLC | 186,792 | $19.4M | 0.02% | −60,945−24.6% | Reduced |
| Candriam Luxembourg S.C.A. | 188,625 | $19.4M | 0.13% | +165,763+725.1% | Added |
| UBS Group AG | 188,647 | $19.3M | 0.01% | −29,647−13.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 188,020 | $19.3M | 0.18% | −33,000−14.9% | Reduced |
| Wells Fargo & Company | 187,228 | $19.2M | 0.00% | +80,449+75.3% | Added |
| DekaBank Deutsche Girozentrale | 176,268 | $17.9M | 0.05% | +22,309+14.5% | Added |
| O'Shaughnessy Asset Management, LLC | 174,097 | $17.9M | 0.36% | −129,715−42.7% | Reduced |
| State of Wisconsin Investment Board | 172,858 | $17.7M | 0.04% | −11,671−6.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 161,120 | $16.7M | 0.09% | −2,007−1.2% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 162,730 | $16.7M | 1.21% | −2,120−1.3% | Reduced |
| Forsta Ap-Fonden | 159,700 | $16.4M | 0.19% | +4,200+2.7% | Added |
| St Germain D J Co Inc | 156,544 | $16.1M | 1.01% | −7,583−4.6% | Reduced |
| APG Asset Management N.V. | 180,575 | $15.6M | 0.03% | −76,100−29.6% | Reduced |
| Jarislowsky, Fraser Ltd | 143,450 | $14.7M | 0.07% | −3,552−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 141,700 | $14.5M | 0.16% | +46,000+48.1% | Added |
| Federated Hermes, Inc. | 133,006 | $13.6M | 0.03% | +2,441+1.9% | Added |
| Burgundy Asset Management Ltd. | 130,000 | $13.3M | 0.13% | 00.0% | Unchanged |