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, Q4 2022
Institutional positions in Bank of Montreal as of Dec 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
- 477
- +29 vs. Q3 2022
- Shares held
- 322.5M
- +24.3M (+8.1%) vs. Q3 2022
- Total value
- $29.2B
- +$2.94B (+11.2%) vs. Q3 2022
- New holders
- 58
- 146 more added
- Sold out
- 29
- 170 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 64,828,323 | $5.87B | 1.78% | −816,954−1.2% | Reduced |
| Vanguard Group Inc | 25,160,798 | $2.28B | 0.06% | +981,201+4.1% | Added |
| Bank of Montreal | 24,058,830 | $2.19B | 1.71% | −47,802−0.2% | Reduced |
| TD Asset Management Inc | 15,949,293 | $1.44B | 1.78% | +262,540+1.7% | Added |
| CIBC World Markets Inc. | 13,659,138 | $1.24B | 4.87% | +1,275,854+10.3% | Added |
| Bank of Nova Scotia | 13,211,403 | $1.20B | 3.10% | +464,465+3.6% | Added |
| Mackenzie Financial Corp | 12,653,654 | $1.14B | 1.93% | +372,199+3.0% | Added |
| National Bank of Canada | 10,585,573 | $958.6M | 2.59% | +8,418,353+388.4% | Added |
| Toronto Dominion Bank | 10,205,642 | $927.3M | 1.39% | +456,804+4.7% | Added |
| 1832 Asset Management L.P. | 9,544,892 | $864.8M | 1.78% | +1,179,546+14.1% | Added |
| CIBC Asset Management Inc | 8,373,672 | $758.7M | 3.22% | +310,991+3.9% | Added |
| FIL Ltd | 7,470,970 | $676.8M | 0.81% | +810,424+12.2% | Added |
| FMR LLC | 6,253,560 | $566.5M | 0.06% | +2,637,985+73.0% | Added |
| Norges Bank | 6,197,179 | $561.4M | 0.14% | +512,998+9.0% | Added |
| Caisse de Depot Et Placement du Quebec | 5,386,576 | $487.6M | 1.50% | +2,107,925+64.3% | Added |
| Beutel, Goodman & Co Ltd. | 5,022,503 | $454.7M | 2.75% | +561,163+12.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,838,405 | $438.3M | 2.52% | −137,702−2.8% | Reduced |
| Manufacturers Life Insurance Company, The | 4,792,137 | $433.9M | 0.27% | −21,249−0.4% | Reduced |
| Dimensional Fund Advisors LP | 3,769,627 | $341.5M | 0.12% | +74,758+2.0% | Added |
| Legal & General Group Plc | 3,737,577 | $338.3M | 0.13% | −270,980−6.8% | Reduced |
| Fiera Capital Corp | 2,993,933 | $271.4M | 0.84% | −15,429−0.5% | Reduced |
| Scotia Capital Inc. | 2,780,385 | $251.4M | 1.93% | +158,646+6.1% | Added |
| Bank of America Corp | 2,675,940 | $242.4M | 0.03% | −326,903−10.9% | Reduced |
| JPMorgan Chase & Co | 2,570,555 | $232.9M | 0.03% | +23,638+0.9% | Added |
| Guardian Capital LP | 2,543,911 | $230.3M | 7.59% | −189,535−6.9% | Reduced |
| Canada Pension Plan Investment Board | 2,244,735 | $203.2M | 0.36% | +203,170+10.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,227,550 | $201.6M | 1.02% | +2,227,368+1,223,828.6% | Added |
| Geode Capital Management, LLC | 2,165,524 | $197.4M | 0.03% | −12,199−0.6% | Reduced |
| Letko, Brosseau & Associates Inc | 2,015,861 | $182.5M | 3.29% | −32,300−1.6% | Reduced |
| Agf Management Ltd | 1,957,338 | $177.3M | 1.29% | +1,957,338 | New |
| Morgan Stanley | 1,912,650 | $173.3M | 0.02% | +662,673+53.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,810,041 | $164.1M | 0.13% | −82,656−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,572,774 | $148.5M | 1.76% | +58,684+3.9% | Added |
| Newport Trust Co | 1,441,097 | $130.6M | 0.36% | +26,670+1.9% | Added |
| Massachusetts Financial Services Co | 1,415,492 | $128.2M | 0.04% | +236,523+20.1% | Added |
| Alberta Investment Management Corp | 1,388,079 | $125.7M | 1.11% | −263,000−15.9% | Reduced |
| Credit Suisse AG | 1,246,682 | $112.9M | 0.12% | −160,644−11.4% | Reduced |
| Cardinal Capital Management, Inc. | 1,213,408 | $109.9M | 6.20% | +7,399+0.6% | Added |
| Goldman Sachs Group Inc | 1,148,589 | $104.1M | 0.03% | +32,793+2.9% | Added |
| British Columbia Investment Management Corp | 1,139,722 | $103.3M | 1.13% | −268,254−19.1% | Reduced |
| Franklin Resources Inc | 1,121,452 | $101.6M | 0.05% | −408,687−26.7% | Reduced |
| Addenda Capital Inc. | 756,513 | $92.8M | 4.03% | +43,821+6.1% | Added |
| Invesco Ltd. | 929,760 | $84.2M | 0.02% | −37,871−3.9% | Reduced |
| Omers Administration Corp | 928,000 | $84.0M | 1.35% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 860,478 | $78.0M | 0.02% | +16,749+2.0% | Added |
| Intact Investment Management Inc. | 832,153 | $75.4M | 3.27% | −99,382−10.7% | Reduced |
| First Trust Advisors LP | 822,715 | $74.5M | 0.09% | +104,670+14.6% | Added |
| Cidel Asset Management Inc | 807,492 | $73.1M | 3.42% | −65,587−7.5% | Reduced |
| Amundi | 760,642 | $73.0M | 0.04% | +32,444+4.5% | Added |
| Deutsche Bank AG | 753,383 | $68.3M | 0.04% | −38,698−4.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 645,450 | $58.5M | 0.44% | −87,609−12.0% | Reduced |
| Value Partners Investments Inc. | 616,276 | $55.8M | 4.85% | +434+0.1% | Added |
| Bank of Nova Scotia Trust Co | 615,673 | $55.8M | 6.04% | −12,200−1.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 526,659 | $47.7M | 2.68% | +336,281+176.6% | Added |
| Korea Investment CORP | 514,928 | $46.6M | 0.15% | +95,614+22.8% | Added |
| Allianz Asset Management GmbH | 477,799 | $43.3M | 0.10% | +153,239+47.2% | Added |
| BlackRock Inc. | 451,492 | $40.9M | 0.00% | +24,199+5.7% | Added |
| Credential Qtrade Securities Inc. | 450,762 | $40.8M | 2.93% | +289,251+179.1% | Added |
| Great West Life Assurance Co | 444,626 | $40.4M | 0.11% | +17,307+4.1% | Added |
| Public Sector Pension Investment Board | 446,299 | $40.4M | 0.32% | +9,337+2.1% | Added |
| Renaissance Technologies LLC | 433,795 | $39.3M | 0.05% | +428,495+8,084.8% | Added |
| Triasima Portfolio Management inc. | 409,571 | $37.1M | 2.84% | −297,664−42.1% | Reduced |
| State of Wisconsin Investment Board | 393,297 | $35.6M | 0.11% | −42,732−9.8% | Reduced |
| Aviva PLC | 371,568 | $33.7M | 0.17% | +35,532+10.6% | Added |
| Guardian Capital Advisors LP | 339,265 | $32.6M | 3.69% | +1,274+0.4% | Added |
| Todd Asset Management LLC | 357,178 | $32.4M | 0.79% | +302+0.1% | Added |
| Russell Investments Group, Ltd. | 332,918 | $30.2M | 0.06% | −12,647−3.7% | Reduced |
| HSBC Holdings PLC | 320,910 | $29.1M | 0.04% | +50,427+18.6% | Added |
| Northern Trust Corp | 287,742 | $26.1M | 0.01% | −13,804−4.6% | Reduced |
| Jarislowsky, Fraser Ltd | 272,247 | $24.6M | 0.16% | +125,566+85.6% | Added |
| Pictet Asset Management SA | 272,158 | $24.6M | 0.04% | +12,180+4.7% | Added |
| M&G Investment Management Ltd | 240,820 | $21.9M | 0.16% | +290+0.1% | Added |
| Vontobel Holding Ltd. | 234,965 | $21.1M | 0.21% | +126,394+116.4% | Added |
| Balyasny Asset Management LLC | 228,532 | $20.7M | 0.07% | +225,824+8,339.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $20.3M | 0.31% | 00.0% | Unchanged |
| United Services Automobile Association | 219,543 | $19.9M | 0.45% | −3,003−1.3% | Reduced |
| Portland Investment Counsel Inc. | 216,410 | $19.6M | 11.13% | +109,100+101.7% | Added |
| Janus Henderson Group PLC | 214,979 | $19.5M | 0.01% | +134,140+165.9% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 212,476 | $19.2M | 1.61% | −2,904−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 206,083 | $18.7M | 0.30% | +31,208+17.8% | Added |
| Rempart Asset Management Inc. | 202,581 | $18.4M | 4.32% | +300+0.1% | Added |
| Timelo Investment Management Inc. | 200,000 | $18.1M | 17.84% | +200,000 | New |
| Neuberger Berman Group LLC | 198,638 | $18.0M | 0.02% | −8,910−4.3% | Reduced |
| Cumberland Partners Ltd | 198,131 | $18.0M | 1.89% | −48,643−19.7% | Reduced |
| Man Group plc | 198,186 | $17.9M | 0.06% | +7,480+3.9% | Added |
| UBS Group AG | 193,014 | $17.5M | 0.01% | −4,649−2.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 192,845 | $17.5M | 0.09% | +32,769+20.5% | Added |
| Teachers Retirement System of the State of Kentucky | 188,360 | $17.1M | 0.18% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 179,602 | $16.3M | 1.37% | +4,150+2.4% | Added |
| DekaBank Deutsche Girozentrale | 177,279 | $16.2M | 0.04% | +10,199+6.1% | Added |
| Forsta Ap-Fonden | 162,900 | $14.7M | 0.17% | +6,100+3.9% | Added |
| AMF Pensionsforsakring AB | 155,242 | $14.1M | 0.16% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 154,835 | $14.0M | 0.04% | +23,458+17.9% | Added |
| Burgundy Asset Management Ltd. | 150,000 | $13.6M | 0.18% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 144,300 | $13.1M | 0.38% | −1,259−0.9% | Reduced |
| Barometer Capital Management Inc. | 144,538 | $12.9M | 3.82% | +5,405+3.9% | Added |
| Citigroup Inc | 127,591 | $11.6M | 0.02% | +19,082+17.6% | Added |
| Dorchester Wealth Management Co | 115,388 | $10.3M | 2.45% | −71,343−38.2% | Reduced |
| Manitou Investment Management Ltd. | 111,765 | $10.1M | 1.79% | +91,320+446.7% | Added |
| Wells Fargo & Company | 100,521 | $9.11M | 0.00% | +22,626+29.0% | Added |