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, Q3 2021
Institutional positions in Bank of Montreal as of Sep 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
- 459
- +24 vs. Q2 2021
- Shares held
- 275.4M
- +1.51M (+0.6%) vs. Q2 2021
- Total value
- $27.7B
- −$566.7M (−2.0%) vs. Q2 2021
- New holders
- 54
- 157 more added
- Sold out
- 30
- 125 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 59,139,947 | $5.90B | 1.65% | +2,583,859+4.6% | Added |
| Bank of Montreal | 24,481,871 | $2.48B | 1.23% | −621,621−2.5% | Reduced |
| Vanguard Group Inc | 20,640,953 | $2.06B | 0.05% | +693,807+3.5% | Added |
| TD Asset Management Inc | 15,251,634 | $1.52B | 1.58% | +363,203+2.4% | Added |
| CIBC World Markets Inc. | 12,213,552 | $1.22B | 4.40% | +35,811+0.3% | Added |
| Bank of Nova Scotia | 11,930,343 | $1.19B | 2.18% | +381,744+3.3% | Added |
| Mackenzie Financial Corp | 10,206,842 | $1.02B | 1.44% | −1,023,609−9.1% | Reduced |
| Toronto Dominion Bank | 7,456,423 | $744.4M | 1.16% | −617,610−7.6% | Reduced |
| Norges Bank | 7,177,817 | $715.7M | 0.16% | +106,466+1.5% | Added |
| CIBC Asset Management Inc | 6,365,836 | $631.2M | 2.54% | +531,070+9.1% | Added |
| 1832 Asset Management L.P. | 5,200,919 | $525.7M | 0.99% | +448,789+9.4% | Added |
| Caisse de Depot Et Placement du Quebec | 5,033,700 | $502.4M | 1.07% | −3,029,600−37.6% | Reduced |
| Manufacturers Life Insurance Company, The | 3,820,258 | $483.1M | 0.40% | +92,421+2.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,791,810 | $477.8M | 2.49% | +320,990+7.2% | Added |
| Canada Pension Plan Investment Board | 3,900,000 | $389.3M | 0.44% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,696,323 | $368.9M | 0.12% | +15,963+0.4% | Added |
| Guardian Capital LP | 3,563,814 | $355.7M | 7.36% | −64,378−1.8% | Reduced |
| Dimensional Fund Advisors LP | 3,521,385 | $351.2M | 0.11% | +217,771+6.6% | Added |
| Fiera Capital Corp | 3,519,104 | $350.7M | 0.90% | −37,655−1.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 3,451,857 | $344.8M | 2.11% | −63,740−1.8% | Reduced |
| FMR LLC | 3,038,302 | $303.3M | 0.02% | +165,392+5.8% | Added |
| Letko, Brosseau & Associates Inc | 2,599,662 | $259.5M | 3.76% | −143,143−5.2% | Reduced |
| Scotia Capital Inc. | 2,446,161 | $244.0M | 1.80% | +44,451+1.9% | Added |
| JPMorgan Chase & Co | 2,173,541 | $216.8M | 0.03% | +16,500+0.8% | Added |
| Franklin Resources Inc | 2,009,675 | $200.4M | 0.08% | −145,054−6.7% | Reduced |
| Omers Administration Corp | 1,804,576 | $180.1M | 2.62% | +1,804,576 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,799,789 | $179.4M | 0.11% | −91,449−4.8% | Reduced |
| Geode Capital Management, LLC | 1,672,905 | $166.7M | 0.02% | +183,421+12.3% | Added |
| Intact Investment Management Inc. | 1,212,323 | $153.2M | 4.27% | +302,980+33.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,524,192 | $152.0M | 0.38% | −985,100−39.3% | Reduced |
| Alberta Investment Management Corp | 1,462,975 | $146.0M | 1.26% | +211,000+16.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,384,464 | $137.3M | 1.42% | −14,667−1.0% | Reduced |
| Newport Trust Co | 1,350,828 | $134.7M | 0.37% | −1,883−0.1% | Reduced |
| Credit Suisse AG | 1,301,148 | $129.8M | 0.11% | −3,970−0.3% | Reduced |
| Cardinal Capital Management, Inc. | 1,279,552 | $126.9M | 6.93% | −31,044−2.4% | Reduced |
| Agf Investments Inc. | 1,159,954 | $115.8M | 0.89% | +354,609+44.0% | Added |
| Bank of America Corp | 1,140,594 | $113.8M | 0.01% | −389,110−25.4% | Reduced |
| Triasima Portfolio Management inc. | 1,105,360 | $110.4M | 5.89% | −60,455−5.2% | Reduced |
| Invesco Ltd. | 1,065,945 | $106.3M | 0.03% | +18,877+1.8% | Added |
| Marshall Wace Asia Ltd | 1,037,899 | $103.6M | 2.45% | +253,197+32.3% | Added |
| Goldman Sachs Group Inc | 999,697 | $99.7M | 0.03% | +33,077+3.4% | Added |
| Deutsche Bank AG | 986,330 | $98.4M | 0.05% | +290,588+41.8% | Added |
| Cidel Asset Management Inc | 921,622 | $92.0M | 3.75% | −5,674−0.6% | Reduced |
| Morgan Stanley | 823,530 | $82.1M | 0.01% | +156,834+23.5% | Added |
| Two Sigma Investments, LP | 796,640 | $79.4M | 0.21% | −159,687−16.7% | Reduced |
| Bank of New York Mellon Corp | 771,193 | $76.9M | 0.02% | +11,058+1.5% | Added |
| Amundi | 709,206 | $70.7M | 0.05% | −28,328−3.8% | Reduced |
| FIL Ltd | 669,365 | $66.8M | 0.07% | −270.0% | Reduced |
| Bank of Nova Scotia Trust Co | 669,815 | $66.8M | 6.03% | −13,932−2.0% | Reduced |
| Massachusetts Financial Services Co | 649,568 | $64.8M | 0.02% | −3,581−0.5% | Reduced |
| Value Partners Investments Inc. | 632,963 | $62.8M | 5.34% | −52,016−7.6% | Reduced |
| First Trust Advisors LP | 607,528 | $60.6M | 0.07% | +35,837+6.3% | Added |
| M&G Investment Management Ltd | 576,423 | $57.3M | 0.28% | −55,529−8.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 541,900 | $54.1M | 0.27% | +147,000+37.2% | Added |
| Great West Life Assurance Co | 487,210 | $48.9M | 0.11% | −1,452−0.3% | Reduced |
| HSBC Holdings PLC | 485,513 | $48.5M | 0.06% | −81,586−14.4% | Reduced |
| Allianz Asset Management GmbH | 480,251 | $47.9M | 0.04% | +7,480+1.6% | Added |
| Millennium Management LLC | 460,438 | $46.0M | 0.06% | +450,294+4,439.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 452,748 | $45.2M | 0.25% | +229,177+102.5% | Added |
| Public Sector Pension Investment Board | 440,781 | $44.0M | 0.26% | −320,440−42.1% | Reduced |
| BlackRock Inc. | 393,368 | $39.2M | 0.00% | −420.0% | Reduced |
| British Columbia Investment Management Corp | 368,506 | $36.7M | 0.22% | −343,246−48.2% | Reduced |
| Todd Asset Management LLC | 348,912 | $34.8M | 0.80% | +4,682+1.4% | Added |
| MUFG Securities (Canada), Ltd. | 346,023 | $34.6M | 1.40% | +1,501+0.4% | Added |
| Guardian Capital Advisors LP | 334,536 | $33.6M | 3.49% | +2,698+0.8% | Added |
| AMF Pensionsforsakring AB | 312,910 | $31.2M | 0.23% | −56,541−15.3% | Reduced |
| Northern Trust Corp | 310,516 | $31.0M | 0.01% | −153,055−33.0% | Reduced |
| Parametric Portfolio Associates LLC | 302,534 | $30.2M | 0.02% | +9,888+3.4% | Added |
| Quadrature Capital Ltd | 275,800 | $27.3M | 0.99% | +7,000+2.6% | Added |
| Pictet Asset Management SA | 253,257 | $25.3M | 0.03% | +253,257 | New |
| Barometer Capital Management Inc. | 185,420 | $23.3M | 4.49% | −1,650−0.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $22.3M | 0.24% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 221,095 | $22.1M | 4.65% | −2,255−1.0% | Reduced |
| AXA S.A. | 213,196 | $21.3M | 0.06% | −90,222−29.7% | Reduced |
| Russell Investments Group, Ltd. | 206,837 | $20.6M | 0.03% | −121,462−37.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 206,775 | $20.6M | 0.11% | +45,655+28.3% | Added |
| Gluskin Sheff & Assoc Inc | 200,893 | $20.1M | 0.84% | +9,506+5.0% | Added |
| DekaBank Deutsche Girozentrale | 199,636 | $20.0M | 0.06% | +23,368+13.3% | Added |
| Aviva PLC | 198,129 | $19.7M | 0.09% | −23,459−10.6% | Reduced |
| Wells Fargo & Company | 197,539 | $19.7M | 0.00% | +10,311+5.5% | Added |
| Janus Henderson Group PLC | 196,346 | $19.6M | 0.01% | −7,340−3.6% | Reduced |
| Citadel Advisors LLC | 195,610 | $19.5M | 0.02% | +95,545+95.5% | Added |
| UBS Group AG | 191,093 | $19.1M | 0.01% | +2,446+1.3% | Added |
| State of Wisconsin Investment Board | 188,958 | $18.9M | 0.04% | +16,100+9.3% | Added |
| Teachers Retirement System of the State of Kentucky | 188,020 | $18.8M | 0.17% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 187,726 | $18.7M | 0.13% | −899−0.5% | Reduced |
| Neuberger Berman Group LLC | 184,065 | $18.6M | 0.02% | −2,727−1.5% | Reduced |
| Dorchester Wealth Management Co | 181,364 | $18.0M | 4.43% | −9,420−4.9% | Reduced |
| AMP Capital Investors Ltd | 179,047 | $17.9M | 0.10% | −43,643−19.6% | Reduced |
| Hillsdale Investment Management Inc. | 174,230 | $17.4M | 1.34% | −26,350−13.1% | Reduced |
| Forsta Ap-Fonden | 169,200 | $16.9M | 0.19% | +9,500+5.9% | Added |
| Man Group plc | 168,551 | $16.8M | 0.06% | −504,853−75.0% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 164,770 | $16.4M | 1.17% | +2,040+1.3% | Added |
| D. E. Shaw & Co., Inc. | 151,514 | $15.1M | 0.02% | +59,114+64.0% | Added |
| St Germain D J Co Inc | 148,299 | $14.8M | 0.91% | −8,245−5.3% | Reduced |
| Jane Street Group, LLC | 147,448 | $14.7M | 0.04% | +51,491+53.7% | Added |
| Jarislowsky, Fraser Ltd | 147,170 | $14.7M | 0.07% | +3,720+2.6% | Added |
| USS Investment Management Ltd | 142,868 | $14.3M | 0.12% | +142,868 | New |
| Federated Hermes, Inc. | 136,580 | $13.6M | 0.03% | +3,574+2.7% | Added |
| Korea Investment CORP | 134,600 | $13.4M | 0.04% | −138,000−50.6% | Reduced |