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 |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 38,725 | $3.97M | 0.04% | −190−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 40,610 | $4.16M | 0.02% | +24,665+154.7% | Added |
| Crossmark Global Holdings, Inc. | 43,147 | $4.42M | 0.10% | −5,943−12.1% | Reduced |
| Acadian Asset Management LLC | 43,439 | $4.46M | 0.02% | −299,145−87.3% | Reduced |
| Stifel Financial Corp | 45,716 | $4.69M | 0.01% | +1,405+3.2% | Added |
| Cumberland Partners Ltd | 50,156 | $5.14M | 0.40% | −1,804−3.5% | Reduced |
| Wellington Management Group LLP | 50,416 | $5.17M | 0.00% | +42,354+525.4% | Added |
| Shell Asset Management Co | 52,255 | $5.36M | 0.10% | −18,144−25.8% | Reduced |
| Natixis | 54,387 | $5.58M | 0.02% | +28,180+107.5% | Added |
| LPL Financial LLC | 54,640 | $5.60M | 0.01% | −668−1.2% | Reduced |
| Alliancebernstein L.P. | 55,293 | $5.67M | 0.00% | −11,771−17.6% | Reduced |
| Legacy Capital Partners, Inc. | 55,498 | $5.69M | 2.04% | +350+0.6% | Added |
| M&T Bank Corp | 58,396 | $5.99M | 0.03% | +560+1.0% | Added |
| Westpac Banking Corp | 58,974 | $6.05M | 0.06% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 60,300 | $6.19M | 0.06% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 64,544 | $6.62M | 0.21% | +43,460+206.1% | Added |
| Azimuth Capital Management LLC | 67,059 | $6.88M | 0.30% | +2,480+3.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 73,246 | $7.51M | 0.02% | +73,246 | New |
| Claret Asset Management Corp | 74,497 | $7.63M | 1.25% | +367+0.5% | Added |
| Marshall Wace North America L.P. | 76,250 | $7.82M | 0.03% | −195,230−71.9% | Reduced |
| Raymond James & Associates | 80,302 | $8.23M | 0.01% | +3,991+5.2% | Added |
| Investment Management Corp of Ontario | 82,820 | $8.49M | 0.37% | +82,820 | New |
| HighPoint Advisor Group LLC | 83,195 | $8.53M | 0.86% | −10.0% | Reduced |
| Capital Fund Management S.A. | 89,941 | $9.22M | 0.25% | −7,271−7.5% | Reduced |
| Eaton Vance Management | 91,423 | $9.38M | 0.01% | +61,516+205.7% | Added |
| D. E. Shaw & Co., Inc. | 92,400 | $9.47M | 0.01% | −15,100−14.0% | Reduced |
| K.J. Harrison & Partners Inc | 93,688 | $9.61M | 1.38% | −17,073−15.4% | Reduced |
| AlphaCrest Capital Management LLC | 95,317 | $9.78M | 0.42% | +67,911+247.8% | Added |
| Jane Street Group, LLC | 95,957 | $9.84M | 0.02% | +43,114+81.6% | Added |
| American Assets Investment Management, LLC | 96,000 | $9.85M | 1.29% | 00.0% | Unchanged |
| Citadel Advisors LLC | 100,065 | $10.3M | 0.01% | +57,601+135.6% | Added |
| PCJ Investment Counsel Ltd. | 111,900 | $11.5M | 4.30% | +740+0.7% | Added |
| Schroder Investment Management Group | 90,465 | $11.5M | 0.01% | −1,880−2.0% | Reduced |
| Pinnacle Financial Partners Inc | 112,559 | $11.5M | 0.47% | +1,709+1.5% | Added |
| Pinnacle Wealth Advisors | 112,559 | $11.5M | 0.47% | +112,559 | New |
| STRS Ohio | 116,600 | $12.0M | 0.04% | +50,000+75.1% | Added |
| Barclays PLC | 125,869 | $12.9M | 0.01% | +47,678+61.0% | Added |
| NN Investment Partners Holdings N.V. | 127,623 | $13.1M | 0.07% | +11,697+10.1% | Added |
| Citigroup Inc | 127,721 | $13.1M | 0.01% | −33,051−20.6% | Reduced |
| Marshall Wace, LLP | 129,036 | $13.2M | 0.07% | −299,290−69.9% | Reduced |
| Burgundy Asset Management Ltd. | 130,000 | $13.3M | 0.13% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 133,006 | $13.6M | 0.03% | +2,441+1.9% | Added |
| Schonfeld Strategic Advisors LLC | 141,700 | $14.5M | 0.16% | +46,000+48.1% | Added |
| Jarislowsky, Fraser Ltd | 143,450 | $14.7M | 0.07% | −3,552−2.4% | Reduced |
| APG Asset Management N.V. | 180,575 | $15.6M | 0.03% | −76,100−29.6% | Reduced |
| St Germain D J Co Inc | 156,544 | $16.1M | 1.01% | −7,583−4.6% | Reduced |
| Forsta Ap-Fonden | 159,700 | $16.4M | 0.19% | +4,200+2.7% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 162,730 | $16.7M | 1.21% | −2,120−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 161,120 | $16.7M | 0.09% | −2,007−1.2% | Reduced |
| State of Wisconsin Investment Board | 172,858 | $17.7M | 0.04% | −11,671−6.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 174,097 | $17.9M | 0.36% | −129,715−42.7% | Reduced |
| DekaBank Deutsche Girozentrale | 176,268 | $17.9M | 0.05% | +22,309+14.5% | Added |
| Wells Fargo & Company | 187,228 | $19.2M | 0.00% | +80,449+75.3% | Added |
| Teachers Retirement System of the State of Kentucky | 188,020 | $19.3M | 0.18% | −33,000−14.9% | Reduced |
| UBS Group AG | 188,647 | $19.3M | 0.01% | −29,647−13.6% | Reduced |
| Candriam Luxembourg S.C.A. | 188,625 | $19.4M | 0.13% | +165,763+725.1% | Added |
| Neuberger Berman Group LLC | 186,792 | $19.4M | 0.02% | −60,945−24.6% | Reduced |
| Dorchester Wealth Management Co | 190,784 | $19.6M | 4.48% | −4,583−2.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 191,387 | $19.6M | 0.91% | +8,853+4.9% | Added |
| Hillsdale Investment Management Inc. | 200,580 | $20.6M | 1.64% | +3,540+1.8% | Added |
| Janus Henderson Group PLC | 203,686 | $20.9M | 0.01% | +13,154+6.9% | Added |
| Aviva PLC | 221,588 | $22.7M | 0.10% | +8,045+3.8% | Added |
| AMP Capital Investors Ltd | 222,690 | $22.8M | 0.11% | −775−0.3% | Reduced |
| Rempart Asset Management Inc. | 223,350 | $22.9M | 4.73% | −7,765−3.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 223,571 | $22.9M | 0.14% | +71,987+47.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $23.0M | 0.25% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 187,070 | $23.6M | 4.51% | −24,780−11.7% | Reduced |
| Pendal Group Limited | 248,198 | $25.4M | 0.23% | +130,862+111.5% | Added |
| Polar Asset Management Partners Inc. | 251,637 | $25.8M | 0.32% | +251,637 | New |
| Pictet Asset Management Ltd | 256,558 | $26.3M | 0.03% | −15,327−5.6% | Reduced |
| Quadrature Capital Ltd | 268,800 | $27.6M | 1.05% | +268,800 | New |
| Korea Investment CORP | 272,600 | $28.0M | 0.08% | −13,700−4.8% | Reduced |
| Parametric Portfolio Associates LLC | 292,646 | $30.0M | 0.02% | +22,491+8.3% | Added |
| AXA S.A. | 303,418 | $31.1M | 0.09% | −28,105−8.5% | Reduced |
| Russell Investments Group, Ltd. | 328,299 | $33.7M | 0.06% | +35,427+12.1% | Added |
| Guardian Capital Advisors LP | 331,838 | $34.1M | 3.50% | −3,290−1.0% | Reduced |
| Todd Asset Management LLC | 344,230 | $35.3M | 0.80% | −49,935−12.7% | Reduced |
| MUFG Securities (Canada), Ltd. | 344,522 | $35.4M | 1.70% | +175+0.1% | Added |
| AMF Pensionsforsakring AB | 369,451 | $37.9M | 0.26% | +18,863+5.4% | Added |
| BlackRock Inc. | 393,410 | $40.3M | 0.00% | +9,000+2.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 394,900 | $40.5M | 0.20% | +349,900+777.6% | Added |
| Northern Trust Corp | 463,571 | $47.5M | 0.01% | −89,981−16.3% | Reduced |
| Allianz Asset Management GmbH | 472,771 | $48.5M | 0.04% | +273,298+137.0% | Added |
| Great West Life Assurance Co | 488,662 | $50.1M | 0.11% | +10,687+2.2% | Added |
| HSBC Holdings PLC | 567,099 | $58.1M | 0.07% | +109,077+23.8% | Added |
| First Trust Advisors LP | 571,691 | $58.6M | 0.06% | −83,846−12.8% | Reduced |
| M&G Investment Management Ltd | 631,952 | $64.7M | 0.34% | −33,329−5.0% | Reduced |
| Massachusetts Financial Services Co | 653,149 | $67.0M | 0.02% | −9,915−1.5% | Reduced |
| Morgan Stanley | 666,696 | $68.4M | 0.01% | −505,492−43.1% | Reduced |
| FIL Ltd | 669,392 | $68.6M | 0.07% | +21,919+3.4% | Added |
| Man Group plc | 673,404 | $69.1M | 0.24% | −497,050−42.5% | Reduced |
| Bank of Nova Scotia Trust Co | 683,747 | $70.1M | 6.19% | −5,765−0.8% | Reduced |
| Value Partners Investments Inc. | 684,979 | $70.2M | 5.73% | −13,970−2.0% | Reduced |
| Deutsche Bank AG | 695,742 | $71.4M | 0.03% | +57,701+9.0% | Added |
| British Columbia Investment Management Corp | 711,752 | $72.9M | 0.45% | +235,419+49.4% | Added |
| Amundi | 737,534 | $75.6M | 0.05% | +737,534 | New |
| Bank of New York Mellon Corp | 760,135 | $78.0M | 0.02% | −31,712−4.0% | Reduced |
| Public Sector Pension Investment Board | 761,221 | $78.1M | 0.49% | +46,613+6.5% | Added |
| Marshall Wace Asia Ltd | 784,702 | $80.5M | 1.70% | +23,257+3.1% | Added |
| Agf Investments Inc. | 805,345 | $82.5M | 0.62% | −124,548−13.4% | Reduced |