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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 927,296 | $95.1M | 3.85% | +34,388+3.9% | Added |
| Two Sigma Investments, LP | 956,327 | $98.1M | 0.26% | −571,570−37.4% | Reduced |
| Goldman Sachs Group Inc | 966,620 | $99.1M | 0.03% | −443,562−31.5% | Reduced |
| Invesco Ltd. | 1,047,068 | $107.4M | 0.03% | +198,893+23.4% | Added |
| Intact Investment Management Inc. | 909,343 | $115.5M | 3.27% | −369,400−28.9% | Reduced |
| Triasima Portfolio Management inc. | 1,165,815 | $119.5M | 5.83% | +9,015+0.8% | Added |
| Alberta Investment Management Corp | 1,251,975 | $128.5M | 1.07% | +231,850+22.7% | Added |
| Credit Suisse AG | 1,305,118 | $133.3M | 0.10% | −325,870−20.0% | Reduced |
| Cardinal Capital Management, Inc. | 1,310,596 | $134.2M | 7.26% | −71,973−5.2% | Reduced |
| Newport Trust Co | 1,352,711 | $138.7M | 0.35% | −19,367−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,399,131 | $143.2M | 1.45% | −42,741−3.0% | Reduced |
| Geode Capital Management, LLC | 1,489,484 | $152.5M | 0.02% | +160,368+12.1% | Added |
| Bank of America Corp | 1,529,704 | $156.9M | 0.02% | +183,653+13.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,891,238 | $193.7M | 0.11% | −48,884−2.5% | Reduced |
| Franklin Resources Inc | 2,154,729 | $220.8M | 0.08% | −104,083−4.6% | Reduced |
| JPMorgan Chase & Co | 2,157,041 | $221.2M | 0.03% | −74,243−3.3% | Reduced |
| Scotia Capital Inc. | 2,401,710 | $246.0M | 1.84% | +65,319+2.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,509,292 | $257.2M | 0.57% | +301,900+13.7% | Added |
| Letko, Brosseau & Associates Inc | 2,742,805 | $281.4M | 3.75% | −199,039−6.8% | Reduced |
| FMR LLC | 2,872,910 | $294.5M | 0.02% | +23,178+0.8% | Added |
| Dimensional Fund Advisors LP | 3,303,614 | $338.8M | 0.11% | −1980.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 3,515,597 | $359.0M | 2.13% | −180,000−4.9% | Reduced |
| Fiera Capital Corp | 3,556,759 | $364.8M | 0.93% | +109,746+3.2% | Added |
| Guardian Capital LP | 3,628,192 | $372.3M | 7.30% | −264,020−6.8% | Reduced |
| Legal & General Group Plc | 3,680,360 | $377.7M | 0.13% | +308,618+9.2% | Added |
| Canada Pension Plan Investment Board | 3,900,000 | $400.2M | 0.48% | +2,265,000+138.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,470,820 | $458.2M | 2.33% | +62,881+1.4% | Added |
| Manufacturers Life Insurance Company, The | 3,727,837 | $473.7M | 0.38% | +248,424+7.1% | Added |
| 1832 Asset Management L.P. | 4,752,130 | $485.7M | 0.94% | +2,058,609+76.4% | Added |
| CIBC Asset Management Inc | 5,834,766 | $597.5M | 2.42% | −444,786−7.1% | Reduced |
| Norges Bank | 7,071,351 | $724.7M | 0.16% | −83,480−1.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 8,063,300 | $827.4M | 1.79% | −2,456,700−23.4% | Reduced |
| Toronto Dominion Bank | 8,074,033 | $827.8M | 1.28% | −835,686−9.4% | Reduced |
| Mackenzie Financial Corp | 11,230,451 | $1.15B | 1.60% | +145,907+1.3% | Added |
| Bank of Nova Scotia | 11,548,599 | $1.18B | 2.22% | +2,864,627+33.0% | Added |
| CIBC World Markets Inc. | 12,177,741 | $1.25B | 3.65% | −1,113,684−8.4% | Reduced |
| TD Asset Management Inc | 14,888,431 | $1.47B | 1.50% | −104,336−0.7% | Reduced |
| Vanguard Group Inc | 19,947,146 | $2.05B | 0.05% | +418,675+2.1% | Added |
| Bank of Montreal | 25,103,492 | $2.65B | 1.38% | +2,165,014+9.4% | Added |
| Royal Bank of Canada | 56,556,088 | $5.80B | 1.63% | −1,039,795−1.8% | Reduced |
| Omers Administration Corp | 0 | $0 | 0.00% | −2,116,033−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −462,900−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −248,895−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −187,319−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −36,042−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −27,252−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −17,177−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −10,389−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Vaughan & Co Securities, Inc. | 0 | $0 | 0.00% | −7,499−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −4,552−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,672−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,904−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −2,558−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | Not filed |