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 |
|---|---|---|---|---|---|
| Dorchester Wealth Management Co | 187,601 | $18.0M | 3.59% | +11,646+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 190,382 | $18.3M | 0.11% | −18,505−8.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 193,068 | $18.6M | 1.01% | −4,328−2.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 121,369 | $19.4M | 0.05% | +46,923+63.0% | Added |
| Rempart Asset Management Inc. | 202,776 | $19.5M | 4.56% | −455−0.2% | Reduced |
| United Services Automobile Association | 218,079 | $21.0M | 0.55% | +29,058+15.4% | Added |
| AXA S.A. | 218,428 | $21.0M | 0.08% | −187,364−46.2% | Reduced |
| Neuberger Berman Group LLC | 217,008 | $21.1M | 0.02% | +47,122+27.7% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 222,566 | $21.4M | 1.70% | −3,864−1.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $21.5M | 0.33% | +10.0% | Added |
| Two Sigma Investments, LP | 230,040 | $22.1M | 0.07% | +108,400+89.1% | Added |
| AMF Pensionsforsakring AB | 238,469 | $22.9M | 0.22% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 248,631 | $23.9M | 2.28% | +11,392+4.8% | Added |
| Pictet Asset Management SA | 251,940 | $24.2M | 0.03% | −4,295−1.7% | Reduced |
| HSBC Holdings PLC | 255,794 | $24.6M | 0.04% | −23,097−8.3% | Reduced |
| Northern Trust Corp | 296,108 | $28.5M | 0.01% | −3,943−1.3% | Reduced |
| Quadrature Capital Ltd | 298,800 | $28.7M | 1.20% | +298,800 | New |
| Russell Investments Group, Ltd. | 304,913 | $29.3M | 0.06% | +57,990+23.5% | Added |
| Guardian Capital Advisors LP | 331,411 | $30.6M | 3.52% | −795−0.2% | Reduced |
| Hillsdale Investment Management Inc. | 333,332 | $32.0M | 2.57% | +75,985+29.5% | Added |
| Aviva PLC | 335,769 | $32.3M | 0.17% | +76,575+29.5% | Added |
| Allianz Asset Management GmbH | 344,808 | $33.1M | 0.03% | −8,438−2.4% | Reduced |
| Todd Asset Management LLC | 360,920 | $34.7M | 0.89% | −446−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 372,150 | $35.8M | 0.06% | +271,181+268.6% | Added |
| Korea Investment CORP | 382,792 | $36.7M | 0.11% | +71,292+22.9% | Added |
| Great West Life Assurance Co | 435,775 | $41.9M | 0.11% | −33,110−7.1% | Reduced |
| BlackRock Inc. | 442,348 | $42.5M | 0.00% | +16,343+3.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 459,500 | $44.1M | 0.24% | −148,400−24.4% | Reduced |
| State of Wisconsin Investment Board | 480,332 | $46.1M | 0.12% | +56,924+13.4% | Added |
| Millennium Management LLC | 538,483 | $51.8M | 0.07% | +417,889+346.5% | Added |
| Value Partners Investments Inc. | 549,810 | $52.8M | 4.86% | +624+0.1% | Added |
| M&G Investment Management Ltd | 563,684 | $54.3M | 0.39% | +321+0.1% | Added |
| Public Sector Pension Investment Board | 570,664 | $54.8M | 0.48% | +40,332+7.6% | Added |
| Bank of Nova Scotia Trust Co | 624,670 | $60.1M | 6.15% | −5,269−0.8% | Reduced |
| First Trust Advisors LP | 633,511 | $60.9M | 0.08% | +113,187+21.8% | Added |
| Amundi | 703,416 | $64.1M | 0.05% | +54,273+8.4% | Added |
| Massachusetts Financial Services Co | 698,684 | $67.2M | 0.02% | +36,323+5.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 716,788 | $68.9M | 0.51% | +165,848+30.1% | Added |
| Bank of New York Mellon Corp | 799,452 | $76.9M | 0.02% | +38,336+5.0% | Added |
| Triasima Portfolio Management inc. | 861,153 | $82.7M | 5.83% | −63,872−6.9% | Reduced |
| Cidel Asset Management Inc | 885,569 | $85.0M | 3.63% | −46,723−5.0% | Reduced |
| Addenda Capital Inc. | 712,560 | $88.2M | 4.22% | +99,423+16.2% | Added |
| Omers Administration Corp | 928,000 | $89.0M | 1.29% | 00.0% | Unchanged |
| Invesco Ltd. | 984,210 | $94.7M | 0.03% | +19,760+2.0% | Added |
| Cardinal Capital Management, Inc. | 1,188,336 | $114.3M | 6.31% | −3,262−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,191,342 | $114.6M | 0.53% | −441,611−27.0% | Reduced |
| Deutsche Bank AG | 1,243,598 | $119.6M | 0.07% | +424,783+51.9% | Added |
| Intact Investment Management Inc. | 1,069,825 | $132.4M | 4.14% | −410,550−27.7% | Reduced |
| Credit Suisse AG | 1,381,093 | $132.8M | 0.14% | −149,256−9.8% | Reduced |
| Newport Trust Co | 1,401,674 | $134.8M | 0.44% | +16,940+1.2% | Added |
| Canada Pension Plan Investment Board | 1,525,505 | $146.4M | 0.24% | −1,550,000−50.4% | Reduced |
| Agf Investments Inc. | 1,535,974 | $147.7M | 1.31% | +61,331+4.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,488,713 | $148.7M | 1.66% | +48,384+3.4% | Added |
| Franklin Resources Inc | 1,600,754 | $153.9M | 0.08% | −39,475−2.4% | Reduced |
| Morgan Stanley | 1,642,023 | $157.9M | 0.02% | +663,646+67.8% | Added |
| Alberta Investment Management Corp | 1,649,468 | $158.3M | 1.13% | +90,503+5.8% | Added |
| British Columbia Investment Management Corp | 1,772,816 | $170.1M | 1.61% | +324,459+22.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,937,878 | $186.4M | 0.14% | +107,388+5.9% | Added |
| Geode Capital Management, LLC | 1,936,420 | $187.1M | 0.03% | +78,426+4.2% | Added |
| Letko, Brosseau & Associates Inc | 2,037,291 | $195.5M | 3.46% | −4,065−0.2% | Reduced |
| National Bank of Canada | 2,131,893 | $208.2M | 1.12% | −15,287−0.7% | Reduced |
| Bank of America Corp | 2,379,730 | $228.9M | 0.03% | −450,386−15.9% | Reduced |
| JPMorgan Chase & Co | 2,531,523 | $243.5M | 0.04% | +84,780+3.5% | Added |
| Scotia Capital Inc. | 2,574,203 | $247.5M | 1.84% | +5,254+0.2% | Added |
| Guardian Capital LP | 2,686,060 | $257.7M | 7.90% | −835,209−23.7% | Reduced |
| Goldman Sachs Group Inc | 2,987,436 | $287.3M | 0.08% | +1,595,950+114.7% | Added |
| Manufacturers Life Insurance Company, The | 3,095,142 | $297.1M | 0.21% | +751,122+32.0% | Added |
| Fiera Capital Corp | 3,126,271 | $300.7M | 0.89% | +186,145+6.3% | Added |
| FMR LLC | 3,152,917 | $303.2M | 0.03% | −46,905−1.5% | Reduced |
| Beutel, Goodman & Co Ltd. | 3,235,951 | $310.7M | 1.93% | −74,440−2.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 3,342,102 | $320.7M | 0.88% | −62,559−1.8% | Reduced |
| Dimensional Fund Advisors LP | 3,703,180 | $356.1M | 0.13% | +222,958+6.4% | Added |
| Legal & General Group Plc | 4,131,495 | $396.4M | 0.14% | +116,733+2.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,459,895 | $525.0M | 3.19% | −50,254−0.9% | Reduced |
| Norges Bank | 5,644,525 | $542.8M | 0.14% | −317,753−5.3% | Reduced |
| 1832 Asset Management L.P. | 7,352,556 | $707.1M | 1.42% | +158,067+2.2% | Added |
| Toronto Dominion Bank | 7,772,620 | $748.8M | 1.39% | +485,542+6.7% | Added |
| CIBC Asset Management Inc | 8,778,202 | $844.0M | 3.46% | +1,822,727+26.2% | Added |
| FIL Ltd | 9,350,608 | $899.2M | 1.07% | +305,383+3.4% | Added |
| Mackenzie Financial Corp | 11,289,441 | $1.09B | 1.74% | −135,916−1.2% | Reduced |
| CIBC World Markets Inc. | 11,388,185 | $1.10B | 4.36% | +91,520+0.8% | Added |
| Bank of Nova Scotia | 11,782,954 | $1.13B | 2.71% | −1,034,639−8.1% | Reduced |
| TD Asset Management Inc | 15,257,065 | $1.46B | 1.70% | +61,501+0.4% | Added |
| Vanguard Group Inc | 22,491,245 | $2.16B | 0.06% | +13,187+0.1% | Added |
| Bank of Montreal | 22,463,905 | $2.18B | 1.55% | +811,245+3.7% | Added |
| Royal Bank of Canada | 64,145,765 | $6.17B | 1.91% | +4,415,132+7.4% | Added |
| Sofos Investments, Inc. | 96 | – | – | −140−59.3% | Reduced |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −200,403−100.0% | Sold out |
| CVI Holdings, LLC | 0 | $0 | 0.00% | −103,700−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −77,602−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −76,100−100.0% | Sold out |
| JCIC Asset Management Inc. | 0 | $0 | 0.00% | −64,268−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −44,329−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,907−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −14,930−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −11,280−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −8,175−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −7,522−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −7,277−100.0% | Sold out |