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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 131,682 | $15.5M | 0.49% | +9,572+7.8% | Added |
| NN Investment Partners Holdings N.V. | 144,138 | $17.0M | 0.09% | −2,938−2.0% | Reduced |
| Jarislowsky, Fraser Ltd | 144,403 | $17.0M | 0.09% | −1,551−1.1% | Reduced |
| USS Investment Management Ltd | 145,939 | $17.2M | 0.14% | +3,071+2.1% | Added |
| Citigroup Inc | 147,516 | $17.4M | 0.02% | +31,516+27.2% | Added |
| STRS Ohio | 148,100 | $17.4M | 0.06% | +31,500+27.0% | Added |
| Burgundy Asset Management Ltd. | 150,000 | $17.7M | 0.19% | +10,000+7.1% | Added |
| DekaBank Deutsche Girozentrale | 155,430 | $18.4M | 0.05% | −36,971−19.2% | Reduced |
| Vontobel Holding Ltd. | 157,164 | $18.6M | 0.16% | +139,311+780.3% | Added |
| Forsta Ap-Fonden | 165,100 | $19.4M | 0.22% | −25,700−13.5% | Reduced |
| Wells Fargo & Company | 165,649 | $19.5M | 0.01% | +87,282+111.4% | Added |
| Twin Tree Management, LP | 166,387 | $19.6M | 0.39% | +166,387 | New |
| Neuberger Berman Group LLC | 169,886 | $20.3M | 0.02% | −6,153−3.5% | Reduced |
| Dorchester Wealth Management Co | 175,955 | $20.8M | 3.32% | −4,542−2.5% | Reduced |
| UBS Group AG | 178,046 | $21.0M | 0.01% | −39,705−18.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 180,645 | $21.3M | 0.35% | −1,566−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 188,020 | $22.2M | 0.22% | 00.0% | Unchanged |
| United Services Automobile Association | 189,021 | $22.2M | 0.41% | +189,021 | New |
| Gluskin Sheff & Assoc Inc | 197,396 | $23.2M | 1.01% | −2,185−1.1% | Reduced |
| Rempart Asset Management Inc. | 203,231 | $23.9M | 4.87% | −11,693−5.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 208,887 | $24.6M | 0.12% | +34,071+19.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 224,303 | $26.4M | 0.34% | −10.0% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 226,430 | $26.6M | 1.75% | −5,410−2.3% | Reduced |
| Cumberland Partners Ltd | 237,239 | $27.9M | 2.11% | +178,898+306.6% | Added |
| AMF Pensionsforsakring AB | 238,469 | $28.1M | 0.21% | −33,989−12.5% | Reduced |
| Russell Investments Group, Ltd. | 246,923 | $29.1M | 0.05% | −21,136−7.9% | Reduced |
| Man Group plc | 247,427 | $29.2M | 0.10% | +11,011+4.7% | Added |
| Barometer Capital Management Inc. | 200,403 | $29.2M | 5.31% | +22,776+12.8% | Added |
| Pictet Asset Management SA | 256,235 | $30.2M | 0.03% | +6,244+2.5% | Added |
| Hillsdale Investment Management Inc. | 257,347 | $30.3M | 1.96% | +47,957+22.9% | Added |
| Aviva PLC | 259,194 | $30.5M | 0.15% | +48,086+22.8% | Added |
| Virginia Retirement Systems Et Al | 261,600 | $30.8M | 0.29% | +66,300+33.9% | Added |
| Renaissance Technologies LLC | 266,495 | $31.4M | 0.04% | +58,600+28.2% | Added |
| HSBC Holdings PLC | 278,891 | $33.0M | 0.05% | −192,461−40.8% | Reduced |
| Jane Street Group, LLC | 295,288 | $34.8M | 0.06% | +1,681+0.6% | Added |
| Northern Trust Corp | 300,051 | $35.4M | 0.01% | −7,199−2.3% | Reduced |
| Korea Investment CORP | 311,500 | $36.7M | 0.09% | +70,200+29.1% | Added |
| Parametric Portfolio Associates LLC | 319,567 | $37.7M | 0.02% | +14,130+4.6% | Added |
| Guardian Capital Advisors LP | 332,206 | $38.0M | 3.71% | −1,335−0.4% | Reduced |
| Allianz Asset Management GmbH | 353,246 | $41.6M | 0.03% | −17,629−4.8% | Reduced |
| Todd Asset Management LLC | 361,366 | $42.6M | 0.94% | +13,138+3.8% | Added |
| AXA S.A. | 405,792 | $47.9M | 0.14% | +104,684+34.8% | Added |
| State of Wisconsin Investment Board | 423,408 | $49.9M | 0.10% | +248,746+142.4% | Added |
| BlackRock Inc. | 426,005 | $50.3M | 0.00% | +22,030+5.5% | Added |
| Janus Henderson Group PLC | 437,225 | $51.5M | 0.02% | +104,202+31.3% | Added |
| Great West Life Assurance Co | 468,885 | $58.5M | 0.12% | −9,486−2.0% | Reduced |
| First Trust Advisors LP | 520,324 | $61.4M | 0.06% | −61,389−10.6% | Reduced |
| Public Sector Pension Investment Board | 530,332 | $62.5M | 0.39% | −56,659−9.7% | Reduced |
| Value Partners Investments Inc. | 549,186 | $64.7M | 5.48% | −83,917−13.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 550,940 | $64.9M | 0.38% | +86,492+18.6% | Added |
| M&G Investment Management Ltd | 563,363 | $66.2M | 0.14% | +299+0.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 607,900 | $71.6M | 0.35% | −128,600−17.5% | Reduced |
| Amundi | 649,143 | $74.2M | 0.05% | −16,838−2.5% | Reduced |
| Bank of Nova Scotia Trust Co | 629,939 | $74.3M | 6.47% | −19,662−3.0% | Reduced |
| Massachusetts Financial Services Co | 662,361 | $78.1M | 0.02% | −19,762−2.9% | Reduced |
| Bank of New York Mellon Corp | 761,116 | $89.8M | 0.02% | −8,803−1.1% | Reduced |
| Addenda Capital Inc. | 613,137 | $90.2M | 3.69% | +157,586+34.6% | Added |
| Deutsche Bank AG | 818,815 | $96.6M | 0.05% | +43,856+5.7% | Added |
| Triasima Portfolio Management inc. | 925,025 | $108.9M | 5.24% | −162,070−14.9% | Reduced |
| Omers Administration Corp | 928,000 | $109.3M | 1.40% | −364,576−28.2% | Reduced |
| Cidel Asset Management Inc | 932,292 | $109.8M | 4.01% | −61,628−6.2% | Reduced |
| Marshall Wace, LLP | 948,121 | $111.7M | 0.23% | +816,738+621.6% | Added |
| Invesco Ltd. | 964,450 | $113.8M | 0.03% | −84,810−8.1% | Reduced |
| Morgan Stanley | 978,377 | $115.4M | 0.02% | −931,272−48.8% | Reduced |
| Cardinal Capital Management, Inc. | 1,191,598 | $140.4M | 6.83% | −69,705−5.5% | Reduced |
| Newport Trust Co | 1,384,734 | $163.4M | 0.46% | +55,782+4.2% | Added |
| Goldman Sachs Group Inc | 1,391,486 | $164.2M | 0.04% | +22,531+1.6% | Added |
| British Columbia Investment Management Corp | 1,448,357 | $170.4M | 1.09% | +1,178,696+437.1% | Added |
| Agf Investments Inc. | 1,474,643 | $173.5M | 1.30% | +40,373+2.8% | Added |
| Federation des caisses Desjardins du Quebec | 1,440,329 | $174.7M | 1.69% | +54,877+4.0% | Added |
| Credit Suisse AG | 1,530,349 | $180.5M | 0.16% | +146,957+10.6% | Added |
| Alberta Investment Management Corp | 1,558,965 | $183.6M | 1.05% | +71,890+4.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,632,953 | $192.1M | 0.69% | −216,339−11.7% | Reduced |
| Franklin Resources Inc | 1,640,229 | $193.0M | 0.08% | −183,276−10.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,830,490 | $215.7M | 0.14% | −49,041−2.6% | Reduced |
| Intact Investment Management Inc. | 1,480,375 | $217.8M | 5.53% | +754,190+103.9% | Added |
| Geode Capital Management, LLC | 1,857,994 | $218.9M | 0.03% | +78,436+4.4% | Added |
| Letko, Brosseau & Associates Inc | 2,041,356 | $240.4M | 3.59% | −392,776−16.1% | Reduced |
| National Bank of Canada | 2,147,180 | $255.4M | 1.00% | +139,335+6.9% | Added |
| Manufacturers Life Insurance Company, The | 2,344,020 | $276.3M | 0.18% | +441,460+23.2% | Added |
| JPMorgan Chase & Co | 2,446,743 | $288.6M | 0.04% | +227,694+10.3% | Added |
| Scotia Capital Inc. | 2,568,949 | $303.1M | 1.93% | +86,527+3.5% | Added |
| Bank of America Corp | 2,830,116 | $333.9M | 0.04% | +1,586,398+127.6% | Added |
| Fiera Capital Corp | 2,940,126 | $346.5M | 0.90% | −342,621−10.4% | Reduced |
| Canada Pension Plan Investment Board | 3,075,505 | $362.2M | 0.49% | −824,495−21.1% | Reduced |
| FMR LLC | 3,199,822 | $376.5M | 0.03% | +139,800+4.6% | Added |
| Beutel, Goodman & Co Ltd. | 3,310,391 | $389.7M | 2.21% | −95,070−2.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,404,661 | $401.0M | 0.94% | +1,541,161+82.7% | Added |
| Dimensional Fund Advisors LP | 3,480,222 | $410.6M | 0.13% | −80,628−2.3% | Reduced |
| Guardian Capital LP | 3,521,269 | $414.7M | 8.07% | −28,953−0.8% | Reduced |
| Legal & General Group Plc | 4,014,762 | $472.8M | 0.14% | +303,715+8.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,510,149 | $648.2M | 3.18% | +652,174+13.4% | Added |
| Norges Bank | 5,962,278 | $701.6M | 0.15% | −226,984−3.7% | Reduced |
| CIBC Asset Management Inc | 6,955,475 | $819.4M | 2.88% | +74,647+1.1% | Added |
| 1832 Asset Management L.P. | 7,194,489 | $836.1M | 1.36% | +1,749,146+32.1% | Added |
| Toronto Dominion Bank | 7,287,078 | $859.8M | 1.30% | −305,621−4.0% | Reduced |
| FIL Ltd | 9,045,225 | $1.06B | 1.09% | +8,374,783+1,249.1% | Added |
| CIBC World Markets Inc. | 11,296,665 | $1.33B | 4.52% | −604,881−5.1% | Reduced |
| Mackenzie Financial Corp | 11,425,357 | $1.35B | 1.81% | +1,690,617+17.4% | Added |
| Bank of Nova Scotia | 12,817,593 | $1.51B | 2.57% | −103,559−0.8% | Reduced |