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 |
|---|---|---|---|---|---|
| Portland Investment Counsel Inc. | 216,410 | $19.6M | 11.13% | +109,100+101.7% | Added |
| United Services Automobile Association | 219,543 | $19.9M | 0.45% | −3,003−1.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $20.3M | 0.31% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 228,532 | $20.7M | 0.07% | +225,824+8,339.1% | Added |
| Vontobel Holding Ltd. | 234,965 | $21.1M | 0.21% | +126,394+116.4% | Added |
| M&G Investment Management Ltd | 240,820 | $21.9M | 0.16% | +290+0.1% | Added |
| Pictet Asset Management SA | 272,158 | $24.6M | 0.04% | +12,180+4.7% | Added |
| Jarislowsky, Fraser Ltd | 272,247 | $24.6M | 0.16% | +125,566+85.6% | Added |
| Northern Trust Corp | 287,742 | $26.1M | 0.01% | −13,804−4.6% | Reduced |
| HSBC Holdings PLC | 320,910 | $29.1M | 0.04% | +50,427+18.6% | Added |
| Russell Investments Group, Ltd. | 332,918 | $30.2M | 0.06% | −12,647−3.7% | Reduced |
| Todd Asset Management LLC | 357,178 | $32.4M | 0.79% | +302+0.1% | Added |
| Guardian Capital Advisors LP | 339,265 | $32.6M | 3.69% | +1,274+0.4% | Added |
| Aviva PLC | 371,568 | $33.7M | 0.17% | +35,532+10.6% | Added |
| State of Wisconsin Investment Board | 393,297 | $35.6M | 0.11% | −42,732−9.8% | Reduced |
| Triasima Portfolio Management inc. | 409,571 | $37.1M | 2.84% | −297,664−42.1% | Reduced |
| Renaissance Technologies LLC | 433,795 | $39.3M | 0.05% | +428,495+8,084.8% | Added |
| Public Sector Pension Investment Board | 446,299 | $40.4M | 0.32% | +9,337+2.1% | Added |
| Great West Life Assurance Co | 444,626 | $40.4M | 0.11% | +17,307+4.1% | Added |
| Credential Qtrade Securities Inc. | 450,762 | $40.8M | 2.93% | +289,251+179.1% | Added |
| BlackRock Inc. | 451,492 | $40.9M | 0.00% | +24,199+5.7% | Added |
| Allianz Asset Management GmbH | 477,799 | $43.3M | 0.10% | +153,239+47.2% | Added |
| Korea Investment CORP | 514,928 | $46.6M | 0.15% | +95,614+22.8% | Added |
| Gluskin Sheff & Assoc Inc | 526,659 | $47.7M | 2.68% | +336,281+176.6% | Added |
| Bank of Nova Scotia Trust Co | 615,673 | $55.8M | 6.04% | −12,200−1.9% | Reduced |
| Value Partners Investments Inc. | 616,276 | $55.8M | 4.85% | +434+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 645,450 | $58.5M | 0.44% | −87,609−12.0% | Reduced |
| Deutsche Bank AG | 753,383 | $68.3M | 0.04% | −38,698−4.9% | Reduced |
| Amundi | 760,642 | $73.0M | 0.04% | +32,444+4.5% | Added |
| Cidel Asset Management Inc | 807,492 | $73.1M | 3.42% | −65,587−7.5% | Reduced |
| First Trust Advisors LP | 822,715 | $74.5M | 0.09% | +104,670+14.6% | Added |
| Intact Investment Management Inc. | 832,153 | $75.4M | 3.27% | −99,382−10.7% | Reduced |
| Bank of New York Mellon Corp | 860,478 | $78.0M | 0.02% | +16,749+2.0% | Added |
| Omers Administration Corp | 928,000 | $84.0M | 1.35% | 00.0% | Unchanged |
| Invesco Ltd. | 929,760 | $84.2M | 0.02% | −37,871−3.9% | Reduced |
| Addenda Capital Inc. | 756,513 | $92.8M | 4.03% | +43,821+6.1% | Added |
| Franklin Resources Inc | 1,121,452 | $101.6M | 0.05% | −408,687−26.7% | Reduced |
| British Columbia Investment Management Corp | 1,139,722 | $103.3M | 1.13% | −268,254−19.1% | Reduced |
| Goldman Sachs Group Inc | 1,148,589 | $104.1M | 0.03% | +32,793+2.9% | Added |
| Cardinal Capital Management, Inc. | 1,213,408 | $109.9M | 6.20% | +7,399+0.6% | Added |
| Credit Suisse AG | 1,246,682 | $112.9M | 0.12% | −160,644−11.4% | Reduced |
| Alberta Investment Management Corp | 1,388,079 | $125.7M | 1.11% | −263,000−15.9% | Reduced |
| Massachusetts Financial Services Co | 1,415,492 | $128.2M | 0.04% | +236,523+20.1% | Added |
| Newport Trust Co | 1,441,097 | $130.6M | 0.36% | +26,670+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,572,774 | $148.5M | 1.76% | +58,684+3.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,810,041 | $164.1M | 0.13% | −82,656−4.4% | Reduced |
| Morgan Stanley | 1,912,650 | $173.3M | 0.02% | +662,673+53.0% | Added |
| Agf Management Ltd | 1,957,338 | $177.3M | 1.29% | +1,957,338 | New |
| Letko, Brosseau & Associates Inc | 2,015,861 | $182.5M | 3.29% | −32,300−1.6% | Reduced |
| Geode Capital Management, LLC | 2,165,524 | $197.4M | 0.03% | −12,199−0.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,227,550 | $201.6M | 1.02% | +2,227,368+1,223,828.6% | Added |
| Canada Pension Plan Investment Board | 2,244,735 | $203.2M | 0.36% | +203,170+10.0% | Added |
| Guardian Capital LP | 2,543,911 | $230.3M | 7.59% | −189,535−6.9% | Reduced |
| JPMorgan Chase & Co | 2,570,555 | $232.9M | 0.03% | +23,638+0.9% | Added |
| Bank of America Corp | 2,675,940 | $242.4M | 0.03% | −326,903−10.9% | Reduced |
| Scotia Capital Inc. | 2,780,385 | $251.4M | 1.93% | +158,646+6.1% | Added |
| Fiera Capital Corp | 2,993,933 | $271.4M | 0.84% | −15,429−0.5% | Reduced |
| Legal & General Group Plc | 3,737,577 | $338.3M | 0.13% | −270,980−6.8% | Reduced |
| Dimensional Fund Advisors LP | 3,769,627 | $341.5M | 0.12% | +74,758+2.0% | Added |
| Manufacturers Life Insurance Company, The | 4,792,137 | $433.9M | 0.27% | −21,249−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,838,405 | $438.3M | 2.52% | −137,702−2.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 5,022,503 | $454.7M | 2.75% | +561,163+12.6% | Added |
| Caisse de Depot Et Placement du Quebec | 5,386,576 | $487.6M | 1.50% | +2,107,925+64.3% | Added |
| Norges Bank | 6,197,179 | $561.4M | 0.14% | +512,998+9.0% | Added |
| FMR LLC | 6,253,560 | $566.5M | 0.06% | +2,637,985+73.0% | Added |
| FIL Ltd | 7,470,970 | $676.8M | 0.81% | +810,424+12.2% | Added |
| CIBC Asset Management Inc | 8,373,672 | $758.7M | 3.22% | +310,991+3.9% | Added |
| 1832 Asset Management L.P. | 9,544,892 | $864.8M | 1.78% | +1,179,546+14.1% | Added |
| Toronto Dominion Bank | 10,205,642 | $927.3M | 1.39% | +456,804+4.7% | Added |
| National Bank of Canada | 10,585,573 | $958.6M | 2.59% | +8,418,353+388.4% | Added |
| Mackenzie Financial Corp | 12,653,654 | $1.14B | 1.93% | +372,199+3.0% | Added |
| Bank of Nova Scotia | 13,211,403 | $1.20B | 3.10% | +464,465+3.6% | Added |
| CIBC World Markets Inc. | 13,659,138 | $1.24B | 4.87% | +1,275,854+10.3% | Added |
| TD Asset Management Inc | 15,949,293 | $1.44B | 1.78% | +262,540+1.7% | Added |
| Bank of Montreal | 24,058,830 | $2.19B | 1.71% | −47,802−0.2% | Reduced |
| Vanguard Group Inc | 25,160,798 | $2.28B | 0.06% | +981,201+4.1% | Added |
| Royal Bank of Canada | 64,828,323 | $5.87B | 1.78% | −816,954−1.2% | Reduced |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −63,781−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −25,526−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −32,600−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −26,802−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −20,362−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,574−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,189−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,131−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,175−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,128−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,943−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −4,960−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| Carret Asset Management, LLC | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Wendell David Associates Inc | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,196−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −916−100.0% | Sold out |