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 |
|---|---|---|---|---|---|
| Virginia Retirement Systems Et Al | 195,300 | $21.1M | 0.19% | +134,100+219.1% | Added |
| Gluskin Sheff & Assoc Inc | 199,581 | $21.5M | 0.88% | −1,312−0.7% | Reduced |
| Renaissance Technologies LLC | 207,895 | $22.4M | 0.03% | +207,895 | New |
| Hillsdale Investment Management Inc. | 209,390 | $22.6M | 1.51% | +35,160+20.2% | Added |
| Aviva PLC | 211,108 | $22.7M | 0.10% | +12,979+6.6% | Added |
| Rempart Asset Management Inc. | 214,924 | $23.1M | 4.38% | −6,171−2.8% | Reduced |
| UBS Group AG | 217,751 | $23.5M | 0.01% | +26,658+14.0% | Added |
| Barometer Capital Management Inc. | 177,627 | $24.0M | 4.03% | −7,793−4.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $24.0M | 0.28% | 00.0% | Unchanged |
| Scheer, Rowlett & Associates Investment Management Ltd. | 231,840 | $25.0M | 1.72% | +67,070+40.7% | Added |
| Man Group plc | 236,416 | $25.5M | 0.08% | +67,865+40.3% | Added |
| Korea Investment CORP | 241,300 | $26.0M | 0.07% | +106,700+79.3% | Added |
| Pictet Asset Management SA | 249,991 | $27.0M | 0.03% | −3,266−1.3% | Reduced |
| Two Sigma Advisers, LP | 261,519 | $28.2M | 0.07% | +170,900+188.6% | Added |
| Russell Investments Group, Ltd. | 268,059 | $28.9M | 0.05% | +61,222+29.6% | Added |
| British Columbia Investment Management Corp | 269,661 | $29.1M | 0.16% | −98,845−26.8% | Reduced |
| AMF Pensionsforsakring AB | 272,458 | $29.4M | 0.20% | −40,452−12.9% | Reduced |
| Jane Street Group, LLC | 293,607 | $31.6M | 0.06% | +146,159+99.1% | Added |
| AXA S.A. | 301,108 | $32.4M | 0.08% | +87,912+41.2% | Added |
| Parametric Portfolio Associates LLC | 305,437 | $32.9M | 0.02% | +2,903+1.0% | Added |
| Northern Trust Corp | 307,250 | $33.1M | 0.01% | −3,266−1.1% | Reduced |
| Janus Henderson Group PLC | 333,023 | $35.9M | 0.01% | +136,677+69.6% | Added |
| MUFG Securities (Canada), Ltd. | 346,236 | $37.3M | 1.71% | +213+0.1% | Added |
| Todd Asset Management LLC | 348,228 | $37.5M | 0.81% | −684−0.2% | Reduced |
| Guardian Capital Advisors LP | 333,541 | $38.6M | 3.72% | −995−0.3% | Reduced |
| Allianz Asset Management GmbH | 370,875 | $40.0M | 0.03% | −109,376−22.8% | Reduced |
| BlackRock Inc. | 403,975 | $43.5M | 0.00% | +10,607+2.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 464,448 | $49.8M | 0.26% | +11,700+2.6% | Added |
| HSBC Holdings PLC | 471,352 | $50.8M | 0.05% | −14,161−2.9% | Reduced |
| Great West Life Assurance Co | 478,371 | $51.4M | 0.11% | −8,839−1.8% | Reduced |
| M&G Investment Management Ltd | 563,064 | $60.6M | 0.44% | −13,359−2.3% | Reduced |
| Addenda Capital Inc. | 455,551 | $62.0M | 2.66% | +430,569+1,723.5% | Added |
| First Trust Advisors LP | 581,713 | $62.7M | 0.06% | −25,815−4.2% | Reduced |
| Public Sector Pension Investment Board | 586,991 | $63.3M | 0.34% | +146,210+33.2% | Added |
| Millennium Management LLC | 595,627 | $64.2M | 0.07% | +135,189+29.4% | Added |
| Value Partners Investments Inc. | 633,103 | $68.0M | 5.53% | +1400.0% | Added |
| Bank of Nova Scotia Trust Co | 649,601 | $70.0M | 6.07% | −20,214−3.0% | Reduced |
| FIL Ltd | 670,442 | $72.2M | 0.07% | +1,077+0.2% | Added |
| Massachusetts Financial Services Co | 682,123 | $73.5M | 0.02% | +32,555+5.0% | Added |
| Amundi | 665,981 | $78.5M | 0.05% | −43,225−6.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 736,500 | $79.4M | 0.38% | +194,600+35.9% | Added |
| Bank of New York Mellon Corp | 769,919 | $82.9M | 0.01% | −1,274−0.2% | Reduced |
| Deutsche Bank AG | 774,959 | $83.5M | 0.04% | −211,371−21.4% | Reduced |
| Two Sigma Investments, LP | 791,240 | $85.2M | 0.21% | −5,400−0.7% | Reduced |
| Intact Investment Management Inc. | 726,185 | $98.8M | 2.52% | −486,138−40.1% | Reduced |
| Cidel Asset Management Inc | 993,920 | $107.2M | 3.99% | +72,298+7.8% | Added |
| Invesco Ltd. | 1,049,260 | $113.0M | 0.03% | −16,685−1.6% | Reduced |
| Triasima Portfolio Management inc. | 1,087,095 | $116.8M | 5.63% | −18,265−1.7% | Reduced |
| Bank of America Corp | 1,243,718 | $134.0M | 0.01% | +103,124+9.0% | Added |
| Cardinal Capital Management, Inc. | 1,261,303 | $135.7M | 6.33% | −18,249−1.4% | Reduced |
| Omers Administration Corp | 1,292,576 | $139.4M | 1.81% | −512,000−28.4% | Reduced |
| Newport Trust Co | 1,328,952 | $143.2M | 0.39% | −21,876−1.6% | Reduced |
| Goldman Sachs Group Inc | 1,368,955 | $147.5M | 0.04% | +369,258+36.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,385,452 | $148.9M | 1.47% | +988+0.1% | Added |
| Credit Suisse AG | 1,383,392 | $149.0M | 0.12% | +82,244+6.3% | Added |
| Agf Investments Inc. | 1,434,270 | $154.4M | 1.11% | +274,316+23.6% | Added |
| Alberta Investment Management Corp | 1,487,075 | $160.3M | 0.98% | +24,100+1.6% | Added |
| Geode Capital Management, LLC | 1,779,558 | $191.4M | 0.02% | +106,653+6.4% | Added |
| Franklin Resources Inc | 1,823,505 | $196.5M | 0.07% | −186,170−9.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,849,292 | $199.3M | 0.43% | +325,100+21.3% | Added |
| Caisse de Depot Et Placement du Quebec | 1,863,500 | $200.9M | 0.43% | −3,170,200−63.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,879,531 | $202.4M | 0.12% | +79,742+4.4% | Added |
| Manufacturers Life Insurance Company, The | 1,902,560 | $204.9M | 0.13% | −1,917,698−50.2% | Reduced |
| Morgan Stanley | 1,909,649 | $205.7M | 0.03% | +1,086,119+131.9% | Added |
| National Bank of Canada | 2,007,845 | $216.0M | 0.91% | +2,007,845 | New |
| JPMorgan Chase & Co | 2,219,049 | $239.0M | 0.03% | +45,508+2.1% | Added |
| Letko, Brosseau & Associates Inc | 2,434,132 | $262.4M | 3.76% | −165,530−6.4% | Reduced |
| Scotia Capital Inc. | 2,482,422 | $267.1M | 1.77% | +36,261+1.5% | Added |
| FMR LLC | 3,060,022 | $329.5M | 0.02% | +21,720+0.7% | Added |
| Fiera Capital Corp | 3,282,747 | $353.4M | 0.83% | −236,357−6.7% | Reduced |
| Beutel, Goodman & Co Ltd. | 3,405,461 | $365.8M | 2.09% | −46,396−1.3% | Reduced |
| Guardian Capital LP | 3,550,222 | $382.8M | 7.39% | −13,592−0.4% | Reduced |
| Dimensional Fund Advisors LP | 3,560,850 | $383.6M | 0.12% | +39,465+1.1% | Added |
| Legal & General Group Plc | 3,711,047 | $400.1M | 0.12% | +14,724+0.4% | Added |
| Canada Pension Plan Investment Board | 3,900,000 | $420.5M | 0.45% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 4,857,975 | $523.4M | 2.56% | +66,165+1.4% | Added |
| 1832 Asset Management L.P. | 5,445,343 | $588.3M | 1.04% | +244,424+4.7% | Added |
| Norges Bank | 6,189,262 | $666.9M | 0.14% | −988,555−13.8% | Reduced |
| CIBC Asset Management Inc | 6,880,828 | $740.3M | 2.71% | +514,992+8.1% | Added |
| Toronto Dominion Bank | 7,592,699 | $817.9M | 1.09% | +136,276+1.8% | Added |
| Mackenzie Financial Corp | 9,734,740 | $1.05B | 1.41% | −472,102−4.6% | Reduced |
| CIBC World Markets Inc. | 11,901,546 | $1.28B | 4.23% | −312,006−2.6% | Reduced |
| Bank of Nova Scotia | 12,921,152 | $1.39B | 2.02% | +990,809+8.3% | Added |
| TD Asset Management Inc | 15,052,376 | $1.62B | 1.36% | −199,258−1.3% | Reduced |
| Vanguard Group Inc | 21,184,778 | $2.28B | 0.05% | +543,825+2.6% | Added |
| Bank of Montreal | 21,176,895 | $2.30B | 1.24% | −3,304,976−13.5% | Reduced |
| Royal Bank of Canada | 56,020,341 | $6.03B | 1.47% | −3,119,606−5.3% | Reduced |
| Sofos Investments, Inc. | 108 | – | – | +108 | Added |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −275,800−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −179,047−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −76,619−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −51,515−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −33,380−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −27,009−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −9,437−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −8,353−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,726−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |