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, Q4 2021
Institutional positions in Bank of Montreal as of Dec 31, 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
- 488
- +37 vs. Q3 2021
- Shares held
- 267.5M
- −6.68M (−2.4%) vs. Q3 2021
- Total value
- $28.9B
- +$1.35B (+4.9%) vs. Q3 2021
- New holders
- 69
- 146 more added
- Sold out
- 32
- 154 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 56,020,341 | $6.03B | 1.47% | −3,119,606−5.3% | Reduced |
| Bank of Montreal | 21,176,895 | $2.30B | 1.24% | −3,304,976−13.5% | Reduced |
| Vanguard Group Inc | 21,184,778 | $2.28B | 0.05% | +543,825+2.6% | Added |
| TD Asset Management Inc | 15,052,376 | $1.62B | 1.36% | −199,258−1.3% | Reduced |
| Bank of Nova Scotia | 12,921,152 | $1.39B | 2.02% | +990,809+8.3% | Added |
| CIBC World Markets Inc. | 11,901,546 | $1.28B | 4.23% | −312,006−2.6% | Reduced |
| Mackenzie Financial Corp | 9,734,740 | $1.05B | 1.41% | −472,102−4.6% | Reduced |
| Toronto Dominion Bank | 7,592,699 | $817.9M | 1.09% | +136,276+1.8% | Added |
| CIBC Asset Management Inc | 6,880,828 | $740.3M | 2.71% | +514,992+8.1% | Added |
| Norges Bank | 6,189,262 | $666.9M | 0.14% | −988,555−13.8% | Reduced |
| 1832 Asset Management L.P. | 5,445,343 | $588.3M | 1.04% | +244,424+4.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,857,975 | $523.4M | 2.56% | +66,165+1.4% | Added |
| Canada Pension Plan Investment Board | 3,900,000 | $420.5M | 0.45% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,711,047 | $400.1M | 0.12% | +14,724+0.4% | Added |
| Dimensional Fund Advisors LP | 3,560,850 | $383.6M | 0.12% | +39,465+1.1% | Added |
| Guardian Capital LP | 3,550,222 | $382.8M | 7.39% | −13,592−0.4% | Reduced |
| Beutel, Goodman & Co Ltd. | 3,405,461 | $365.8M | 2.09% | −46,396−1.3% | Reduced |
| Fiera Capital Corp | 3,282,747 | $353.4M | 0.83% | −236,357−6.7% | Reduced |
| FMR LLC | 3,060,022 | $329.5M | 0.02% | +21,720+0.7% | Added |
| Scotia Capital Inc. | 2,482,422 | $267.1M | 1.77% | +36,261+1.5% | Added |
| Letko, Brosseau & Associates Inc | 2,434,132 | $262.4M | 3.76% | −165,530−6.4% | Reduced |
| JPMorgan Chase & Co | 2,219,049 | $239.0M | 0.03% | +45,508+2.1% | Added |
| National Bank of Canada | 2,007,845 | $216.0M | 0.91% | +2,007,845 | New |
| Morgan Stanley | 1,909,649 | $205.7M | 0.03% | +1,086,119+131.9% | Added |
| Manufacturers Life Insurance Company, The | 1,902,560 | $204.9M | 0.13% | −1,917,698−50.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,879,531 | $202.4M | 0.12% | +79,742+4.4% | Added |
| Caisse de Depot Et Placement du Quebec | 1,863,500 | $200.9M | 0.43% | −3,170,200−63.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,849,292 | $199.3M | 0.43% | +325,100+21.3% | Added |
| Franklin Resources Inc | 1,823,505 | $196.5M | 0.07% | −186,170−9.3% | Reduced |
| Geode Capital Management, LLC | 1,779,558 | $191.4M | 0.02% | +106,653+6.4% | Added |
| Alberta Investment Management Corp | 1,487,075 | $160.3M | 0.98% | +24,100+1.6% | Added |
| Agf Investments Inc. | 1,434,270 | $154.4M | 1.11% | +274,316+23.6% | Added |
| Credit Suisse AG | 1,383,392 | $149.0M | 0.12% | +82,244+6.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,385,452 | $148.9M | 1.47% | +988+0.1% | Added |
| Goldman Sachs Group Inc | 1,368,955 | $147.5M | 0.04% | +369,258+36.9% | Added |
| Newport Trust Co | 1,328,952 | $143.2M | 0.39% | −21,876−1.6% | Reduced |
| Omers Administration Corp | 1,292,576 | $139.4M | 1.81% | −512,000−28.4% | Reduced |
| Cardinal Capital Management, Inc. | 1,261,303 | $135.7M | 6.33% | −18,249−1.4% | Reduced |
| Bank of America Corp | 1,243,718 | $134.0M | 0.01% | +103,124+9.0% | Added |
| Triasima Portfolio Management inc. | 1,087,095 | $116.8M | 5.63% | −18,265−1.7% | Reduced |
| Invesco Ltd. | 1,049,260 | $113.0M | 0.03% | −16,685−1.6% | Reduced |
| Cidel Asset Management Inc | 993,920 | $107.2M | 3.99% | +72,298+7.8% | Added |
| Intact Investment Management Inc. | 726,185 | $98.8M | 2.52% | −486,138−40.1% | Reduced |
| Two Sigma Investments, LP | 791,240 | $85.2M | 0.21% | −5,400−0.7% | Reduced |
| Deutsche Bank AG | 774,959 | $83.5M | 0.04% | −211,371−21.4% | Reduced |
| Bank of New York Mellon Corp | 769,919 | $82.9M | 0.01% | −1,274−0.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 736,500 | $79.4M | 0.38% | +194,600+35.9% | Added |
| Amundi | 665,981 | $78.5M | 0.05% | −43,225−6.1% | Reduced |
| Massachusetts Financial Services Co | 682,123 | $73.5M | 0.02% | +32,555+5.0% | Added |
| FIL Ltd | 670,442 | $72.2M | 0.07% | +1,077+0.2% | Added |
| Bank of Nova Scotia Trust Co | 649,601 | $70.0M | 6.07% | −20,214−3.0% | Reduced |
| Value Partners Investments Inc. | 633,103 | $68.0M | 5.53% | +1400.0% | Added |
| Millennium Management LLC | 595,627 | $64.2M | 0.07% | +135,189+29.4% | Added |
| Public Sector Pension Investment Board | 586,991 | $63.3M | 0.34% | +146,210+33.2% | Added |
| First Trust Advisors LP | 581,713 | $62.7M | 0.06% | −25,815−4.2% | Reduced |
| Addenda Capital Inc. | 455,551 | $62.0M | 2.66% | +430,569+1,723.5% | Added |
| M&G Investment Management Ltd | 563,064 | $60.6M | 0.44% | −13,359−2.3% | Reduced |
| Great West Life Assurance Co | 478,371 | $51.4M | 0.11% | −8,839−1.8% | Reduced |
| HSBC Holdings PLC | 471,352 | $50.8M | 0.05% | −14,161−2.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 464,448 | $49.8M | 0.26% | +11,700+2.6% | Added |
| BlackRock Inc. | 403,975 | $43.5M | 0.00% | +10,607+2.7% | Added |
| Allianz Asset Management GmbH | 370,875 | $40.0M | 0.03% | −109,376−22.8% | Reduced |
| Guardian Capital Advisors LP | 333,541 | $38.6M | 3.72% | −995−0.3% | Reduced |
| Todd Asset Management LLC | 348,228 | $37.5M | 0.81% | −684−0.2% | Reduced |
| MUFG Securities (Canada), Ltd. | 346,236 | $37.3M | 1.71% | +213+0.1% | Added |
| Janus Henderson Group PLC | 333,023 | $35.9M | 0.01% | +136,677+69.6% | Added |
| Northern Trust Corp | 307,250 | $33.1M | 0.01% | −3,266−1.1% | Reduced |
| Parametric Portfolio Associates LLC | 305,437 | $32.9M | 0.02% | +2,903+1.0% | Added |
| AXA S.A. | 301,108 | $32.4M | 0.08% | +87,912+41.2% | Added |
| Jane Street Group, LLC | 293,607 | $31.6M | 0.06% | +146,159+99.1% | Added |
| AMF Pensionsforsakring AB | 272,458 | $29.4M | 0.20% | −40,452−12.9% | Reduced |
| British Columbia Investment Management Corp | 269,661 | $29.1M | 0.16% | −98,845−26.8% | Reduced |
| Russell Investments Group, Ltd. | 268,059 | $28.9M | 0.05% | +61,222+29.6% | Added |
| Two Sigma Advisers, LP | 261,519 | $28.2M | 0.07% | +170,900+188.6% | Added |
| Pictet Asset Management SA | 249,991 | $27.0M | 0.03% | −3,266−1.3% | Reduced |
| Korea Investment CORP | 241,300 | $26.0M | 0.07% | +106,700+79.3% | Added |
| Man Group plc | 236,416 | $25.5M | 0.08% | +67,865+40.3% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 231,840 | $25.0M | 1.72% | +67,070+40.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $24.0M | 0.28% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 177,627 | $24.0M | 4.03% | −7,793−4.2% | Reduced |
| UBS Group AG | 217,751 | $23.5M | 0.01% | +26,658+14.0% | Added |
| Rempart Asset Management Inc. | 214,924 | $23.1M | 4.38% | −6,171−2.8% | Reduced |
| Aviva PLC | 211,108 | $22.7M | 0.10% | +12,979+6.6% | Added |
| Hillsdale Investment Management Inc. | 209,390 | $22.6M | 1.51% | +35,160+20.2% | Added |
| Renaissance Technologies LLC | 207,895 | $22.4M | 0.03% | +207,895 | New |
| Gluskin Sheff & Assoc Inc | 199,581 | $21.5M | 0.88% | −1,312−0.7% | Reduced |
| Virginia Retirement Systems Et Al | 195,300 | $21.1M | 0.19% | +134,100+219.1% | Added |
| Forsta Ap-Fonden | 190,800 | $20.6M | 0.21% | +21,600+12.8% | Added |
| DekaBank Deutsche Girozentrale | 192,401 | $20.5M | 0.05% | −7,235−3.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 188,020 | $20.3M | 0.18% | 00.0% | Unchanged |
| Citadel Advisors LLC | 185,868 | $20.0M | 0.02% | −9,742−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 182,211 | $19.6M | 0.35% | +170,971+1,521.1% | Added |
| Dorchester Wealth Management Co | 180,497 | $19.4M | 3.85% | −867−0.5% | Reduced |
| Neuberger Berman Group LLC | 176,039 | $19.2M | 0.02% | −8,026−4.4% | Reduced |
| State of Wisconsin Investment Board | 174,662 | $18.8M | 0.04% | −14,296−7.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 174,816 | $18.6M | 0.09% | −31,959−15.5% | Reduced |
| AlphaCrest Capital Management LLC | 168,686 | $18.2M | 0.68% | +107,488+175.6% | Added |
| Qube Research & Technologies Ltd | 149,452 | $16.1M | 0.12% | +149,452 | New |
| NN Investment Partners Holdings N.V. | 147,076 | $15.8M | 0.08% | +15,207+11.5% | Added |
| Jarislowsky, Fraser Ltd | 145,954 | $15.5M | 0.07% | −1,216−0.8% | Reduced |