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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 452,748 | $45.2M | 0.25% | +229,177+102.5% | Added |
| Millennium Management LLC | 460,438 | $46.0M | 0.06% | +450,294+4,439.0% | Added |
| Allianz Asset Management GmbH | 480,251 | $47.9M | 0.04% | +7,480+1.6% | Added |
| HSBC Holdings PLC | 485,513 | $48.5M | 0.06% | −81,586−14.4% | Reduced |
| Great West Life Assurance Co | 487,210 | $48.9M | 0.11% | −1,452−0.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 541,900 | $54.1M | 0.27% | +147,000+37.2% | Added |
| M&G Investment Management Ltd | 576,423 | $57.3M | 0.28% | −55,529−8.8% | Reduced |
| First Trust Advisors LP | 607,528 | $60.6M | 0.07% | +35,837+6.3% | Added |
| Value Partners Investments Inc. | 632,963 | $62.8M | 5.34% | −52,016−7.6% | Reduced |
| Massachusetts Financial Services Co | 649,568 | $64.8M | 0.02% | −3,581−0.5% | Reduced |
| Bank of Nova Scotia Trust Co | 669,815 | $66.8M | 6.03% | −13,932−2.0% | Reduced |
| FIL Ltd | 669,365 | $66.8M | 0.07% | −270.0% | Reduced |
| Amundi | 709,206 | $70.7M | 0.05% | −28,328−3.8% | Reduced |
| Bank of New York Mellon Corp | 771,193 | $76.9M | 0.02% | +11,058+1.5% | Added |
| Two Sigma Investments, LP | 796,640 | $79.4M | 0.21% | −159,687−16.7% | Reduced |
| Morgan Stanley | 823,530 | $82.1M | 0.01% | +156,834+23.5% | Added |
| Cidel Asset Management Inc | 921,622 | $92.0M | 3.75% | −5,674−0.6% | Reduced |
| Deutsche Bank AG | 986,330 | $98.4M | 0.05% | +290,588+41.8% | Added |
| Goldman Sachs Group Inc | 999,697 | $99.7M | 0.03% | +33,077+3.4% | Added |
| Marshall Wace Asia Ltd | 1,037,899 | $103.6M | 2.45% | +253,197+32.3% | Added |
| Invesco Ltd. | 1,065,945 | $106.3M | 0.03% | +18,877+1.8% | Added |
| Triasima Portfolio Management inc. | 1,105,360 | $110.4M | 5.89% | −60,455−5.2% | Reduced |
| Bank of America Corp | 1,140,594 | $113.8M | 0.01% | −389,110−25.4% | Reduced |
| Agf Investments Inc. | 1,159,954 | $115.8M | 0.89% | +354,609+44.0% | Added |
| Cardinal Capital Management, Inc. | 1,279,552 | $126.9M | 6.93% | −31,044−2.4% | Reduced |
| Credit Suisse AG | 1,301,148 | $129.8M | 0.11% | −3,970−0.3% | Reduced |
| Newport Trust Co | 1,350,828 | $134.7M | 0.37% | −1,883−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,384,464 | $137.3M | 1.42% | −14,667−1.0% | Reduced |
| Alberta Investment Management Corp | 1,462,975 | $146.0M | 1.26% | +211,000+16.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,524,192 | $152.0M | 0.38% | −985,100−39.3% | Reduced |
| Intact Investment Management Inc. | 1,212,323 | $153.2M | 4.27% | +302,980+33.3% | Added |
| Geode Capital Management, LLC | 1,672,905 | $166.7M | 0.02% | +183,421+12.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,799,789 | $179.4M | 0.11% | −91,449−4.8% | Reduced |
| Omers Administration Corp | 1,804,576 | $180.1M | 2.62% | +1,804,576 | New |
| Franklin Resources Inc | 2,009,675 | $200.4M | 0.08% | −145,054−6.7% | Reduced |
| JPMorgan Chase & Co | 2,173,541 | $216.8M | 0.03% | +16,500+0.8% | Added |
| Scotia Capital Inc. | 2,446,161 | $244.0M | 1.80% | +44,451+1.9% | Added |
| Letko, Brosseau & Associates Inc | 2,599,662 | $259.5M | 3.76% | −143,143−5.2% | Reduced |
| FMR LLC | 3,038,302 | $303.3M | 0.02% | +165,392+5.8% | Added |
| Beutel, Goodman & Co Ltd. | 3,451,857 | $344.8M | 2.11% | −63,740−1.8% | Reduced |
| Fiera Capital Corp | 3,519,104 | $350.7M | 0.90% | −37,655−1.1% | Reduced |
| Dimensional Fund Advisors LP | 3,521,385 | $351.2M | 0.11% | +217,771+6.6% | Added |
| Guardian Capital LP | 3,563,814 | $355.7M | 7.36% | −64,378−1.8% | Reduced |
| Legal & General Group Plc | 3,696,323 | $368.9M | 0.12% | +15,963+0.4% | Added |
| Canada Pension Plan Investment Board | 3,900,000 | $389.3M | 0.44% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 4,791,810 | $477.8M | 2.49% | +320,990+7.2% | Added |
| Manufacturers Life Insurance Company, The | 3,820,258 | $483.1M | 0.40% | +92,421+2.5% | Added |
| Caisse de Depot Et Placement du Quebec | 5,033,700 | $502.4M | 1.07% | −3,029,600−37.6% | Reduced |
| 1832 Asset Management L.P. | 5,200,919 | $525.7M | 0.99% | +448,789+9.4% | Added |
| CIBC Asset Management Inc | 6,365,836 | $631.2M | 2.54% | +531,070+9.1% | Added |
| Norges Bank | 7,177,817 | $715.7M | 0.16% | +106,466+1.5% | Added |
| Toronto Dominion Bank | 7,456,423 | $744.4M | 1.16% | −617,610−7.6% | Reduced |
| Mackenzie Financial Corp | 10,206,842 | $1.02B | 1.44% | −1,023,609−9.1% | Reduced |
| Bank of Nova Scotia | 11,930,343 | $1.19B | 2.18% | +381,744+3.3% | Added |
| CIBC World Markets Inc. | 12,213,552 | $1.22B | 4.40% | +35,811+0.3% | Added |
| TD Asset Management Inc | 15,251,634 | $1.52B | 1.58% | +363,203+2.4% | Added |
| Vanguard Group Inc | 20,640,953 | $2.06B | 0.05% | +693,807+3.5% | Added |
| Bank of Montreal | 24,481,871 | $2.48B | 1.23% | −621,621−2.5% | Reduced |
| Royal Bank of Canada | 59,139,947 | $5.90B | 1.65% | +2,583,859+4.6% | Added |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −20,620−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −13,785−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,368−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,467−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,703−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,753−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,606−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −5,386−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −4,705−100.0% | Sold out |
| Spotlight Asset Group, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −3,131−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,094−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,585−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −2,083−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,446−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Personal Wealth Partners | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Pinnacle Wealth Advisors | – | – | – | – | Not filed |
| Cowen Prime Services LLC | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |