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, Q1 2022
Institutional positions in Bank of Montreal as of Mar 31, 2022. 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
- 505
- +23 vs. Q4 2021
- Shares held
- 287.9M
- +20.4M (+7.6%) vs. Q4 2021
- Total value
- $34.0B
- +$5.11B (+17.7%) vs. Q4 2021
- New holders
- 73
- 176 more added
- Sold out
- 50
- 136 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 59,730,633 | $7.05B | 1.86% | +3,710,292+6.6% | Added |
| Vanguard Group Inc | 22,478,058 | $2.65B | 0.06% | +1,293,280+6.1% | Added |
| Bank of Montreal | 21,652,660 | $2.57B | 1.46% | +475,765+2.2% | Added |
| TD Asset Management Inc | 15,195,564 | $1.79B | 1.64% | +143,188+1.0% | Added |
| Bank of Nova Scotia | 12,817,593 | $1.51B | 2.57% | −103,559−0.8% | Reduced |
| Mackenzie Financial Corp | 11,425,357 | $1.35B | 1.81% | +1,690,617+17.4% | Added |
| CIBC World Markets Inc. | 11,296,665 | $1.33B | 4.52% | −604,881−5.1% | Reduced |
| FIL Ltd | 9,045,225 | $1.06B | 1.09% | +8,374,783+1,249.1% | Added |
| Toronto Dominion Bank | 7,287,078 | $859.8M | 1.30% | −305,621−4.0% | Reduced |
| 1832 Asset Management L.P. | 7,194,489 | $836.1M | 1.36% | +1,749,146+32.1% | Added |
| CIBC Asset Management Inc | 6,955,475 | $819.4M | 2.88% | +74,647+1.1% | Added |
| Norges Bank | 5,962,278 | $701.6M | 0.15% | −226,984−3.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,510,149 | $648.2M | 3.18% | +652,174+13.4% | Added |
| Legal & General Group Plc | 4,014,762 | $472.8M | 0.14% | +303,715+8.2% | Added |
| Guardian Capital LP | 3,521,269 | $414.7M | 8.07% | −28,953−0.8% | Reduced |
| Dimensional Fund Advisors LP | 3,480,222 | $410.6M | 0.13% | −80,628−2.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,404,661 | $401.0M | 0.94% | +1,541,161+82.7% | Added |
| Beutel, Goodman & Co Ltd. | 3,310,391 | $389.7M | 2.21% | −95,070−2.8% | Reduced |
| FMR LLC | 3,199,822 | $376.5M | 0.03% | +139,800+4.6% | Added |
| Canada Pension Plan Investment Board | 3,075,505 | $362.2M | 0.49% | −824,495−21.1% | Reduced |
| Fiera Capital Corp | 2,940,126 | $346.5M | 0.90% | −342,621−10.4% | Reduced |
| Bank of America Corp | 2,830,116 | $333.9M | 0.04% | +1,586,398+127.6% | Added |
| Scotia Capital Inc. | 2,568,949 | $303.1M | 1.93% | +86,527+3.5% | Added |
| JPMorgan Chase & Co | 2,446,743 | $288.6M | 0.04% | +227,694+10.3% | Added |
| Manufacturers Life Insurance Company, The | 2,344,020 | $276.3M | 0.18% | +441,460+23.2% | Added |
| National Bank of Canada | 2,147,180 | $255.4M | 1.00% | +139,335+6.9% | Added |
| Letko, Brosseau & Associates Inc | 2,041,356 | $240.4M | 3.59% | −392,776−16.1% | Reduced |
| Geode Capital Management, LLC | 1,857,994 | $218.9M | 0.03% | +78,436+4.4% | Added |
| Intact Investment Management Inc. | 1,480,375 | $217.8M | 5.53% | +754,190+103.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,830,490 | $215.7M | 0.14% | −49,041−2.6% | Reduced |
| Franklin Resources Inc | 1,640,229 | $193.0M | 0.08% | −183,276−10.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,632,953 | $192.1M | 0.69% | −216,339−11.7% | Reduced |
| Alberta Investment Management Corp | 1,558,965 | $183.6M | 1.05% | +71,890+4.8% | Added |
| Credit Suisse AG | 1,530,349 | $180.5M | 0.16% | +146,957+10.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,440,329 | $174.7M | 1.69% | +54,877+4.0% | Added |
| Agf Investments Inc. | 1,474,643 | $173.5M | 1.30% | +40,373+2.8% | Added |
| British Columbia Investment Management Corp | 1,448,357 | $170.4M | 1.09% | +1,178,696+437.1% | Added |
| Goldman Sachs Group Inc | 1,391,486 | $164.2M | 0.04% | +22,531+1.6% | Added |
| Newport Trust Co | 1,384,734 | $163.4M | 0.46% | +55,782+4.2% | Added |
| Cardinal Capital Management, Inc. | 1,191,598 | $140.4M | 6.83% | −69,705−5.5% | Reduced |
| Morgan Stanley | 978,377 | $115.4M | 0.02% | −931,272−48.8% | Reduced |
| Invesco Ltd. | 964,450 | $113.8M | 0.03% | −84,810−8.1% | Reduced |
| Marshall Wace, LLP | 948,121 | $111.7M | 0.23% | +816,738+621.6% | Added |
| Cidel Asset Management Inc | 932,292 | $109.8M | 4.01% | −61,628−6.2% | Reduced |
| Omers Administration Corp | 928,000 | $109.3M | 1.40% | −364,576−28.2% | Reduced |
| Triasima Portfolio Management inc. | 925,025 | $108.9M | 5.24% | −162,070−14.9% | Reduced |
| Deutsche Bank AG | 818,815 | $96.6M | 0.05% | +43,856+5.7% | Added |
| Addenda Capital Inc. | 613,137 | $90.2M | 3.69% | +157,586+34.6% | Added |
| Bank of New York Mellon Corp | 761,116 | $89.8M | 0.02% | −8,803−1.1% | Reduced |
| Massachusetts Financial Services Co | 662,361 | $78.1M | 0.02% | −19,762−2.9% | Reduced |
| Bank of Nova Scotia Trust Co | 629,939 | $74.3M | 6.47% | −19,662−3.0% | Reduced |
| Amundi | 649,143 | $74.2M | 0.05% | −16,838−2.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 607,900 | $71.6M | 0.35% | −128,600−17.5% | Reduced |
| M&G Investment Management Ltd | 563,363 | $66.2M | 0.14% | +299+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 550,940 | $64.9M | 0.38% | +86,492+18.6% | Added |
| Value Partners Investments Inc. | 549,186 | $64.7M | 5.48% | −83,917−13.3% | Reduced |
| Public Sector Pension Investment Board | 530,332 | $62.5M | 0.39% | −56,659−9.7% | Reduced |
| First Trust Advisors LP | 520,324 | $61.4M | 0.06% | −61,389−10.6% | Reduced |
| Great West Life Assurance Co | 468,885 | $58.5M | 0.12% | −9,486−2.0% | Reduced |
| Janus Henderson Group PLC | 437,225 | $51.5M | 0.02% | +104,202+31.3% | Added |
| BlackRock Inc. | 426,005 | $50.3M | 0.00% | +22,030+5.5% | Added |
| State of Wisconsin Investment Board | 423,408 | $49.9M | 0.10% | +248,746+142.4% | Added |
| AXA S.A. | 405,792 | $47.9M | 0.14% | +104,684+34.8% | Added |
| Todd Asset Management LLC | 361,366 | $42.6M | 0.94% | +13,138+3.8% | Added |
| Allianz Asset Management GmbH | 353,246 | $41.6M | 0.03% | −17,629−4.8% | Reduced |
| Guardian Capital Advisors LP | 332,206 | $38.0M | 3.71% | −1,335−0.4% | Reduced |
| Parametric Portfolio Associates LLC | 319,567 | $37.7M | 0.02% | +14,130+4.6% | Added |
| Korea Investment CORP | 311,500 | $36.7M | 0.09% | +70,200+29.1% | Added |
| Northern Trust Corp | 300,051 | $35.4M | 0.01% | −7,199−2.3% | Reduced |
| Jane Street Group, LLC | 295,288 | $34.8M | 0.06% | +1,681+0.6% | Added |
| HSBC Holdings PLC | 278,891 | $33.0M | 0.05% | −192,461−40.8% | Reduced |
| Renaissance Technologies LLC | 266,495 | $31.4M | 0.04% | +58,600+28.2% | Added |
| Virginia Retirement Systems Et Al | 261,600 | $30.8M | 0.29% | +66,300+33.9% | Added |
| Aviva PLC | 259,194 | $30.5M | 0.15% | +48,086+22.8% | Added |
| Hillsdale Investment Management Inc. | 257,347 | $30.3M | 1.96% | +47,957+22.9% | Added |
| Pictet Asset Management SA | 256,235 | $30.2M | 0.03% | +6,244+2.5% | Added |
| Barometer Capital Management Inc. | 200,403 | $29.2M | 5.31% | +22,776+12.8% | Added |
| Man Group plc | 247,427 | $29.2M | 0.10% | +11,011+4.7% | Added |
| Russell Investments Group, Ltd. | 246,923 | $29.1M | 0.05% | −21,136−7.9% | Reduced |
| AMF Pensionsforsakring AB | 238,469 | $28.1M | 0.21% | −33,989−12.5% | Reduced |
| Cumberland Partners Ltd | 237,239 | $27.9M | 2.11% | +178,898+306.6% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 226,430 | $26.6M | 1.75% | −5,410−2.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,303 | $26.4M | 0.34% | −10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 208,887 | $24.6M | 0.12% | +34,071+19.5% | Added |
| Rempart Asset Management Inc. | 203,231 | $23.9M | 4.87% | −11,693−5.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 197,396 | $23.2M | 1.01% | −2,185−1.1% | Reduced |
| United Services Automobile Association | 189,021 | $22.2M | 0.41% | +189,021 | New |
| Teachers Retirement System of the State of Kentucky | 188,020 | $22.2M | 0.22% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 180,645 | $21.3M | 0.35% | −1,566−0.9% | Reduced |
| UBS Group AG | 178,046 | $21.0M | 0.01% | −39,705−18.2% | Reduced |
| Dorchester Wealth Management Co | 175,955 | $20.8M | 3.32% | −4,542−2.5% | Reduced |
| Neuberger Berman Group LLC | 169,886 | $20.3M | 0.02% | −6,153−3.5% | Reduced |
| Twin Tree Management, LP | 166,387 | $19.6M | 0.39% | +166,387 | New |
| Wells Fargo & Company | 165,649 | $19.5M | 0.01% | +87,282+111.4% | Added |
| Forsta Ap-Fonden | 165,100 | $19.4M | 0.22% | −25,700−13.5% | Reduced |
| Vontobel Holding Ltd. | 157,164 | $18.6M | 0.16% | +139,311+780.3% | Added |
| DekaBank Deutsche Girozentrale | 155,430 | $18.4M | 0.05% | −36,971−19.2% | Reduced |
| Burgundy Asset Management Ltd. | 150,000 | $17.7M | 0.19% | +10,000+7.1% | Added |
| STRS Ohio | 148,100 | $17.4M | 0.06% | +31,500+27.0% | Added |
| Citigroup Inc | 147,516 | $17.4M | 0.02% | +31,516+27.2% | Added |