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, Q3 2022
Institutional positions in Bank of Montreal as of Sep 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
- 456
- −24 vs. Q2 2022
- Shares held
- 299.7M
- +6.56M (+2.2%) vs. Q2 2022
- Total value
- $26.4B
- −$1.88B (−6.6%) vs. Q2 2022
- New holders
- 35
- 171 more added
- Sold out
- 59
- 135 more reduced
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 65,645,277 | $5.75B | 1.92% | +1,499,512+2.3% | Added |
| Bank of Montreal | 24,106,632 | $2.14B | 1.68% | +1,642,727+7.3% | Added |
| Vanguard Group Inc | 24,179,597 | $2.12B | 0.06% | +1,688,352+7.5% | Added |
| TD Asset Management Inc | 15,686,753 | $1.39B | 1.74% | +429,688+2.8% | Added |
| Bank of Nova Scotia | 12,746,938 | $1.12B | 3.55% | +963,984+8.2% | Added |
| CIBC World Markets Inc. | 12,383,284 | $1.08B | 4.66% | +995,099+8.7% | Added |
| Mackenzie Financial Corp | 12,281,455 | $1.08B | 1.85% | +992,014+8.8% | Added |
| Toronto Dominion Bank | 9,748,838 | $856.1M | 1.52% | +1,976,218+25.4% | Added |
| 1832 Asset Management L.P. | 8,365,346 | $733.1M | 1.56% | +1,012,790+13.8% | Added |
| CIBC Asset Management Inc | 8,062,681 | $709.7M | 3.20% | −715,521−8.2% | Reduced |
| FIL Ltd | 6,660,546 | $583.8M | 0.75% | −2,690,062−28.8% | Reduced |
| Norges Bank | 5,684,181 | $497.6M | 0.13% | +39,656+0.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,976,107 | $435.6M | 2.85% | −483,788−8.9% | Reduced |
| Manufacturers Life Insurance Company, The | 4,813,386 | $426.0M | 0.30% | +1,718,244+55.5% | Added |
| Beutel, Goodman & Co Ltd. | 4,461,340 | $394.1M | 2.66% | +1,225,389+37.9% | Added |
| Legal & General Group Plc | 4,008,557 | $353.2M | 0.14% | −122,938−3.0% | Reduced |
| Dimensional Fund Advisors LP | 3,694,869 | $323.8M | 0.12% | −8,311−0.2% | Reduced |
| FMR LLC | 3,615,575 | $316.9M | 0.03% | +462,658+14.7% | Added |
| Caisse de Depot Et Placement du Quebec | 3,278,651 | $288.9M | 0.86% | −63,451−1.9% | Reduced |
| Bank of America Corp | 3,002,843 | $263.2M | 0.03% | +623,113+26.2% | Added |
| Fiera Capital Corp | 3,009,362 | $256.0M | 0.92% | −116,909−3.7% | Reduced |
| Guardian Capital LP | 2,733,446 | $240.9M | 8.31% | +47,386+1.8% | Added |
| Scotia Capital Inc. | 2,621,739 | $229.8M | 1.86% | +47,536+1.8% | Added |
| JPMorgan Chase & Co | 2,546,917 | $223.2M | 0.03% | +15,394+0.6% | Added |
| Geode Capital Management, LLC | 2,177,723 | $192.6M | 0.03% | +241,303+12.5% | Added |
| National Bank of Canada | 2,167,220 | $189.9M | 1.10% | +35,327+1.7% | Added |
| Letko, Brosseau & Associates Inc | 2,048,161 | $180.5M | 3.58% | +10,870+0.5% | Added |
| Canada Pension Plan Investment Board | 2,041,565 | $179.9M | 0.31% | +516,060+33.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,892,697 | $166.2M | 0.14% | −45,181−2.3% | Reduced |
| Alberta Investment Management Corp | 1,651,079 | $145.5M | 1.12% | +1,611+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,514,090 | $140.2M | 1.66% | +25,377+1.7% | Added |
| Franklin Resources Inc | 1,530,139 | $133.9M | 0.07% | −70,615−4.4% | Reduced |
| Agf Investments Inc. | 1,415,864 | $124.1M | 1.17% | −120,110−7.8% | Reduced |
| Newport Trust Co | 1,414,427 | $124.0M | 0.42% | +12,753+0.9% | Added |
| Credit Suisse AG | 1,407,326 | $123.3M | 0.14% | +26,233+1.9% | Added |
| British Columbia Investment Management Corp | 1,407,976 | $123.2M | 1.39% | −364,840−20.6% | Reduced |
| Intact Investment Management Inc. | 931,535 | $112.7M | 3.71% | −138,290−12.9% | Reduced |
| Morgan Stanley | 1,249,977 | $109.5M | 0.01% | −392,046−23.9% | Reduced |
| Cardinal Capital Management, Inc. | 1,206,009 | $106.5M | 6.49% | +17,673+1.5% | Added |
| Massachusetts Financial Services Co | 1,178,969 | $103.3M | 0.04% | +480,285+68.7% | Added |
| Goldman Sachs Group Inc | 1,115,796 | $97.8M | 0.03% | −1,871,640−62.7% | Reduced |
| Addenda Capital Inc. | 712,692 | $86.3M | 3.94% | +1320.0% | Added |
| Invesco Ltd. | 967,631 | $84.8M | 0.03% | −16,579−1.7% | Reduced |
| Omers Administration Corp | 928,000 | $81.8M | 1.37% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 873,079 | $76.9M | 3.66% | −12,490−1.4% | Reduced |
| Bank of New York Mellon Corp | 843,729 | $73.9M | 0.02% | +44,277+5.5% | Added |
| Deutsche Bank AG | 792,081 | $69.4M | 0.04% | −451,517−36.3% | Reduced |
| Amundi | 728,198 | $66.8M | 0.04% | +24,782+3.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 733,059 | $64.3M | 0.52% | +16,271+2.3% | Added |
| First Trust Advisors LP | 718,045 | $62.9M | 0.08% | +84,534+13.3% | Added |
| Triasima Portfolio Management inc. | 707,235 | $61.9M | 5.03% | −153,918−17.9% | Reduced |
| Bank of Nova Scotia Trust Co | 627,873 | $55.0M | 6.24% | +3,203+0.5% | Added |
| American Century Companies Inc | 623,241 | $54.6M | 0.05% | +568,760+1,044.0% | Added |
| Value Partners Investments Inc. | 615,842 | $54.4M | 5.43% | +66,032+12.0% | Added |
| Public Sector Pension Investment Board | 436,962 | $38.5M | 0.33% | −133,702−23.4% | Reduced |
| State of Wisconsin Investment Board | 436,029 | $38.4M | 0.12% | −44,303−9.2% | Reduced |
| Great West Life Assurance Co | 427,319 | $37.6M | 0.11% | −8,456−1.9% | Reduced |
| BlackRock Inc. | 427,293 | $37.4M | 0.00% | −15,055−3.4% | Reduced |
| Korea Investment CORP | 419,314 | $36.9M | 0.11% | +36,522+9.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 409,100 | $36.0M | 0.21% | −50,400−11.0% | Reduced |
| Todd Asset Management LLC | 356,876 | $31.3M | 0.87% | −4,044−1.1% | Reduced |
| Russell Investments Group, Ltd. | 345,565 | $30.5M | 0.07% | +40,652+13.3% | Added |
| Aviva PLC | 336,036 | $29.6M | 0.17% | +267+0.1% | Added |
| Allianz Asset Management GmbH | 324,560 | $28.6M | 0.07% | −20,248−5.9% | Reduced |
| Guardian Capital Advisors LP | 337,991 | $28.6M | 3.57% | +6,580+2.0% | Added |
| Northern Trust Corp | 301,546 | $26.4M | 0.01% | +5,438+1.8% | Added |
| HSBC Holdings PLC | 270,483 | $24.0M | 0.04% | +14,689+5.7% | Added |
| Pictet Asset Management SA | 259,978 | $22.9M | 0.03% | +8,038+3.2% | Added |
| Cumberland Partners Ltd | 246,774 | $21.7M | 2.30% | −1,857−0.7% | Reduced |
| M&G Investment Management Ltd | 240,530 | $21.0M | 0.18% | −323,154−57.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $19.8M | 0.32% | 00.0% | Unchanged |
| United Services Automobile Association | 222,546 | $19.5M | 0.54% | +4,467+2.0% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 215,380 | $18.9M | 1.70% | −7,186−3.2% | Reduced |
| Neuberger Berman Group LLC | 207,548 | $18.6M | 0.02% | −9,460−4.4% | Reduced |
| Rempart Asset Management Inc. | 202,281 | $17.7M | 4.60% | −495−0.2% | Reduced |
| UBS Group AG | 197,663 | $17.3M | 0.01% | +13,638+7.4% | Added |
| Man Group plc | 190,706 | $16.8M | 0.08% | – | – |
| Gluskin Sheff & Assoc Inc | 190,378 | $16.7M | 1.00% | −2,690−1.4% | Reduced |
| Barometer Capital Management Inc. | 139,133 | $16.7M | 6.87% | +139,133 | New |
| Teachers Retirement System of the State of Kentucky | 188,360 | $16.5M | 0.19% | +188,360 | New |
| Dorchester Wealth Management Co | 186,731 | $16.3M | 3.61% | −870−0.5% | Reduced |
| Candriam Luxembourg S.C.A. | 183,029 | $16.1M | 0.11% | +54,084+41.9% | Added |
| Hillsdale Investment Management Inc. | 175,452 | $15.4M | 1.39% | −157,880−47.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 174,875 | $15.3M | 0.29% | −616−0.4% | Reduced |
| AXA S.A. | 172,330 | $15.1M | 0.06% | −46,098−21.1% | Reduced |
| DekaBank Deutsche Girozentrale | 167,080 | $14.6M | 0.04% | +17,180+11.5% | Added |
| Credential Qtrade Securities Inc. | 161,511 | $14.2M | 1.10% | +20,960+14.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 160,076 | $14.1M | 0.08% | −30,306−15.9% | Reduced |
| Forsta Ap-Fonden | 156,800 | $13.8M | 0.17% | −6,700−4.1% | Reduced |
| AMF Pensionsforsakring AB | 155,242 | $13.7M | 0.16% | −83,227−34.9% | Reduced |
| Burgundy Asset Management Ltd. | 150,000 | $13.1M | 0.18% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 146,681 | $12.9M | 0.09% | +1,119+0.8% | Added |
| Pinnacle Financial Partners Inc | 145,559 | $12.8M | 0.46% | +7,929+5.8% | Added |
| St Germain D J Co Inc | 129,895 | $12.5M | 0.83% | 00.0% | Unchanged |
| Millennium Management LLC | 139,177 | $12.2M | 0.02% | −399,306−74.2% | Reduced |
| PCJ Investment Counsel Ltd. | 137,661 | $12.1M | 5.92% | +78,480+132.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 131,377 | $11.6M | 0.03% | +10,008+8.2% | Added |
| SIG North Trading, ULC | 128,689 | $11.3M | 4.04% | +128,689 | New |
| STRS Ohio | 116,600 | $10.3M | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 108,571 | $9.61M | 0.11% | −1,308−1.2% | Reduced |