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, Q2 2022
Institutional positions in Bank of Montreal as of Jun 30, 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
- 487
- −10 vs. Q1 2022
- Shares held
- 293.3M
- +6.49M (+2.3%) vs. Q1 2022
- Total value
- $28.3B
- −$5.58B (−16.5%) vs. Q1 2022
- New holders
- 51
- 169 more added
- Sold out
- 61
- 140 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 64,145,765 | $6.17B | 1.91% | +4,415,132+7.4% | Added |
| Bank of Montreal | 22,463,905 | $2.18B | 1.55% | +811,245+3.7% | Added |
| Vanguard Group Inc | 22,491,245 | $2.16B | 0.06% | +13,187+0.1% | Added |
| TD Asset Management Inc | 15,257,065 | $1.46B | 1.70% | +61,501+0.4% | Added |
| Bank of Nova Scotia | 11,782,954 | $1.13B | 2.71% | −1,034,639−8.1% | Reduced |
| CIBC World Markets Inc. | 11,388,185 | $1.10B | 4.36% | +91,520+0.8% | Added |
| Mackenzie Financial Corp | 11,289,441 | $1.09B | 1.74% | −135,916−1.2% | Reduced |
| FIL Ltd | 9,350,608 | $899.2M | 1.07% | +305,383+3.4% | Added |
| CIBC Asset Management Inc | 8,778,202 | $844.0M | 3.46% | +1,822,727+26.2% | Added |
| Toronto Dominion Bank | 7,772,620 | $748.8M | 1.39% | +485,542+6.7% | Added |
| 1832 Asset Management L.P. | 7,352,556 | $707.1M | 1.42% | +158,067+2.2% | Added |
| Norges Bank | 5,644,525 | $542.8M | 0.14% | −317,753−5.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,459,895 | $525.0M | 3.19% | −50,254−0.9% | Reduced |
| Legal & General Group Plc | 4,131,495 | $396.4M | 0.14% | +116,733+2.9% | Added |
| Dimensional Fund Advisors LP | 3,703,180 | $356.1M | 0.13% | +222,958+6.4% | Added |
| Caisse de Depot Et Placement du Quebec | 3,342,102 | $320.7M | 0.88% | −62,559−1.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 3,235,951 | $310.7M | 1.93% | −74,440−2.2% | Reduced |
| FMR LLC | 3,152,917 | $303.2M | 0.03% | −46,905−1.5% | Reduced |
| Fiera Capital Corp | 3,126,271 | $300.7M | 0.89% | +186,145+6.3% | Added |
| Manufacturers Life Insurance Company, The | 3,095,142 | $297.1M | 0.21% | +751,122+32.0% | Added |
| Goldman Sachs Group Inc | 2,987,436 | $287.3M | 0.08% | +1,595,950+114.7% | Added |
| Guardian Capital LP | 2,686,060 | $257.7M | 7.90% | −835,209−23.7% | Reduced |
| Scotia Capital Inc. | 2,574,203 | $247.5M | 1.84% | +5,254+0.2% | Added |
| JPMorgan Chase & Co | 2,531,523 | $243.5M | 0.04% | +84,780+3.5% | Added |
| Bank of America Corp | 2,379,730 | $228.9M | 0.03% | −450,386−15.9% | Reduced |
| National Bank of Canada | 2,131,893 | $208.2M | 1.12% | −15,287−0.7% | Reduced |
| Letko, Brosseau & Associates Inc | 2,037,291 | $195.5M | 3.46% | −4,065−0.2% | Reduced |
| Geode Capital Management, LLC | 1,936,420 | $187.1M | 0.03% | +78,426+4.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,937,878 | $186.4M | 0.14% | +107,388+5.9% | Added |
| British Columbia Investment Management Corp | 1,772,816 | $170.1M | 1.61% | +324,459+22.4% | Added |
| Alberta Investment Management Corp | 1,649,468 | $158.3M | 1.13% | +90,503+5.8% | Added |
| Morgan Stanley | 1,642,023 | $157.9M | 0.02% | +663,646+67.8% | Added |
| Franklin Resources Inc | 1,600,754 | $153.9M | 0.08% | −39,475−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,488,713 | $148.7M | 1.66% | +48,384+3.4% | Added |
| Agf Investments Inc. | 1,535,974 | $147.7M | 1.31% | +61,331+4.2% | Added |
| Canada Pension Plan Investment Board | 1,525,505 | $146.4M | 0.24% | −1,550,000−50.4% | Reduced |
| Newport Trust Co | 1,401,674 | $134.8M | 0.44% | +16,940+1.2% | Added |
| Credit Suisse AG | 1,381,093 | $132.8M | 0.14% | −149,256−9.8% | Reduced |
| Intact Investment Management Inc. | 1,069,825 | $132.4M | 4.14% | −410,550−27.7% | Reduced |
| Deutsche Bank AG | 1,243,598 | $119.6M | 0.07% | +424,783+51.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,191,342 | $114.6M | 0.53% | −441,611−27.0% | Reduced |
| Cardinal Capital Management, Inc. | 1,188,336 | $114.3M | 6.31% | −3,262−0.3% | Reduced |
| Invesco Ltd. | 984,210 | $94.7M | 0.03% | +19,760+2.0% | Added |
| Omers Administration Corp | 928,000 | $89.0M | 1.29% | 00.0% | Unchanged |
| Addenda Capital Inc. | 712,560 | $88.2M | 4.22% | +99,423+16.2% | Added |
| Cidel Asset Management Inc | 885,569 | $85.0M | 3.63% | −46,723−5.0% | Reduced |
| Triasima Portfolio Management inc. | 861,153 | $82.7M | 5.83% | −63,872−6.9% | Reduced |
| Bank of New York Mellon Corp | 799,452 | $76.9M | 0.02% | +38,336+5.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 716,788 | $68.9M | 0.51% | +165,848+30.1% | Added |
| Massachusetts Financial Services Co | 698,684 | $67.2M | 0.02% | +36,323+5.5% | Added |
| Amundi | 703,416 | $64.1M | 0.05% | +54,273+8.4% | Added |
| First Trust Advisors LP | 633,511 | $60.9M | 0.08% | +113,187+21.8% | Added |
| Bank of Nova Scotia Trust Co | 624,670 | $60.1M | 6.15% | −5,269−0.8% | Reduced |
| Public Sector Pension Investment Board | 570,664 | $54.8M | 0.48% | +40,332+7.6% | Added |
| M&G Investment Management Ltd | 563,684 | $54.3M | 0.39% | +321+0.1% | Added |
| Value Partners Investments Inc. | 549,810 | $52.8M | 4.86% | +624+0.1% | Added |
| Millennium Management LLC | 538,483 | $51.8M | 0.07% | +417,889+346.5% | Added |
| State of Wisconsin Investment Board | 480,332 | $46.1M | 0.12% | +56,924+13.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 459,500 | $44.1M | 0.24% | −148,400−24.4% | Reduced |
| BlackRock Inc. | 442,348 | $42.5M | 0.00% | +16,343+3.8% | Added |
| Great West Life Assurance Co | 435,775 | $41.9M | 0.11% | −33,110−7.1% | Reduced |
| Korea Investment CORP | 382,792 | $36.7M | 0.11% | +71,292+22.9% | Added |
| D. E. Shaw & Co., Inc. | 372,150 | $35.8M | 0.06% | +271,181+268.6% | Added |
| Todd Asset Management LLC | 360,920 | $34.7M | 0.89% | −446−0.1% | Reduced |
| Allianz Asset Management GmbH | 344,808 | $33.1M | 0.03% | −8,438−2.4% | Reduced |
| Aviva PLC | 335,769 | $32.3M | 0.17% | +76,575+29.5% | Added |
| Hillsdale Investment Management Inc. | 333,332 | $32.0M | 2.57% | +75,985+29.5% | Added |
| Guardian Capital Advisors LP | 331,411 | $30.6M | 3.52% | −795−0.2% | Reduced |
| Russell Investments Group, Ltd. | 304,913 | $29.3M | 0.06% | +57,990+23.5% | Added |
| Quadrature Capital Ltd | 298,800 | $28.7M | 1.20% | +298,800 | New |
| Northern Trust Corp | 296,108 | $28.5M | 0.01% | −3,943−1.3% | Reduced |
| HSBC Holdings PLC | 255,794 | $24.6M | 0.04% | −23,097−8.3% | Reduced |
| Pictet Asset Management SA | 251,940 | $24.2M | 0.03% | −4,295−1.7% | Reduced |
| Cumberland Partners Ltd | 248,631 | $23.9M | 2.28% | +11,392+4.8% | Added |
| AMF Pensionsforsakring AB | 238,469 | $22.9M | 0.22% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 230,040 | $22.1M | 0.07% | +108,400+89.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $21.5M | 0.33% | +10.0% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 222,566 | $21.4M | 1.70% | −3,864−1.7% | Reduced |
| Neuberger Berman Group LLC | 217,008 | $21.1M | 0.02% | +47,122+27.7% | Added |
| AXA S.A. | 218,428 | $21.0M | 0.08% | −187,364−46.2% | Reduced |
| United Services Automobile Association | 218,079 | $21.0M | 0.55% | +29,058+15.4% | Added |
| Rempart Asset Management Inc. | 202,776 | $19.5M | 4.56% | −455−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 121,369 | $19.4M | 0.05% | +46,923+63.0% | Added |
| Gluskin Sheff & Assoc Inc | 193,068 | $18.6M | 1.01% | −4,328−2.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 190,382 | $18.3M | 0.11% | −18,505−8.9% | Reduced |
| Dorchester Wealth Management Co | 187,601 | $18.0M | 3.59% | +11,646+6.6% | Added |
| UBS Group AG | 184,025 | $17.7M | 0.01% | +5,979+3.4% | Added |
| Renaissance Technologies LLC | 179,100 | $17.2M | 0.02% | −87,395−32.8% | Reduced |
| Man Group plc | – | $17.1M | 0.07% | – | – |
| O'Shaughnessy Asset Management, LLC | 175,491 | $16.9M | 0.31% | −5,154−2.9% | Reduced |
| Forsta Ap-Fonden | 163,500 | $15.7M | 0.20% | −1,600−1.0% | Reduced |
| Citigroup Inc | 162,268 | $15.6M | 0.02% | +14,752+10.0% | Added |
| Burgundy Asset Management Ltd. | 150,000 | $14.4M | 0.18% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 149,900 | $14.3M | 0.04% | −5,530−3.6% | Reduced |
| Jarislowsky, Fraser Ltd | 145,562 | $14.0M | 0.09% | +1,159+0.8% | Added |
| Credential Qtrade Securities Inc. | 140,551 | $13.5M | 0.97% | +110,529+368.2% | Added |
| Pinnacle Financial Partners Inc | 137,630 | $13.2M | 0.47% | +5,948+4.5% | Added |
| USS Investment Management Ltd | 136,054 | $13.1M | 0.14% | −9,885−6.8% | Reduced |
| St Germain D J Co Inc | 129,895 | $12.5M | 0.83% | −1,090−0.8% | Reduced |
| Candriam Luxembourg S.C.A. | 128,945 | $12.4M | 0.10% | +621+0.5% | Added |