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, Q1 2023
Institutional positions in Bank of Montreal as of Mar 31, 2023. 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
- 471
- +2 vs. Q4 2022
- Shares held
- 323.9M
- +1.60M (+0.5%) vs. Q4 2022
- Total value
- $28.9B
- −$305.0M (−1.0%) vs. Q4 2022
- New holders
- 47
- 150 more added
- Sold out
- 45
- 154 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 66,216,169 | $5.90B | 1.77% | +1,387,846+2.1% | Added |
| Bank of Montreal | 25,186,709 | $2.25B | 1.45% | +1,127,879+4.7% | Added |
| Vanguard Group Inc | 24,478,010 | $2.18B | 0.06% | −682,788−2.7% | Reduced |
| TD Asset Management Inc | 16,487,922 | $1.47B | 1.77% | +538,629+3.4% | Added |
| Bank of Nova Scotia | 15,635,476 | $1.39B | 4.13% | +2,424,073+18.3% | Added |
| CIBC World Markets Inc. | 13,389,986 | $1.19B | 4.31% | −269,152−2.0% | Reduced |
| Mackenzie Financial Corp | 12,517,841 | $1.11B | 1.74% | −135,813−1.1% | Reduced |
| Toronto Dominion Bank | 12,305,752 | $1.10B | 1.79% | +2,100,110+20.6% | Added |
| National Bank of Canada | 12,015,537 | $1.07B | 2.89% | +1,429,964+13.5% | Added |
| 1832 Asset Management L.P. | 9,505,354 | $847.0M | 1.74% | −39,538−0.4% | Reduced |
| CIBC Asset Management Inc | 8,519,481 | $758.1M | 3.07% | +145,809+1.7% | Added |
| Norges Bank | 6,195,485 | $551.8M | 0.12% | −1,6940.0% | Reduced |
| FIL Ltd | 5,887,444 | $524.4M | 0.60% | −1,583,526−21.2% | Reduced |
| FMR LLC | 5,744,812 | $511.7M | 0.05% | −508,748−8.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,446,509 | $484.5M | 1.38% | +59,933+1.1% | Added |
| Manufacturers Life Insurance Company, The | 5,270,438 | $469.2M | 0.26% | +478,301+10.0% | Added |
| Beutel, Goodman & Co Ltd. | 5,005,103 | $445.2M | 2.62% | −17,400−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,775,059 | $336.2M | 1.82% | −1,063,346−22.0% | Reduced |
| Dimensional Fund Advisors LP | 3,719,745 | $331.5M | 0.11% | −49,882−1.3% | Reduced |
| Legal & General Group Plc | 3,702,516 | $329.3M | 0.12% | −35,061−0.9% | Reduced |
| Fiera Capital Corp | 2,939,692 | $262.6M | 0.78% | −54,241−1.8% | Reduced |
| Scotia Capital Inc. | 2,951,154 | $262.6M | 1.92% | +170,769+6.1% | Added |
| JPMorgan Chase & Co | 2,797,338 | $249.3M | 0.03% | +226,783+8.8% | Added |
| Guardian Capital LP | 2,651,370 | $235.8M | 7.52% | +107,459+4.2% | Added |
| Canada Pension Plan Investment Board | 2,405,655 | $214.0M | 0.34% | +160,920+7.2% | Added |
| Geode Capital Management, LLC | 2,280,228 | $204.6M | 0.03% | +114,704+5.3% | Added |
| Agf Management Ltd | 2,088,905 | $186.1M | 1.28% | +131,567+6.7% | Added |
| Letko, Brosseau & Associates Inc | 2,005,828 | $178.4M | 3.34% | −10,033−0.5% | Reduced |
| Bank of America Corp | 1,972,693 | $175.8M | 0.02% | −703,247−26.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,715,810 | $158.0M | 1.74% | +143,036+9.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,728,487 | $154.4M | 0.12% | −81,554−4.5% | Reduced |
| Morgan Stanley | 1,641,237 | $146.3M | 0.02% | −271,413−14.2% | Reduced |
| British Columbia Investment Management Corp | 1,542,638 | $137.4M | 1.43% | +402,916+35.4% | Added |
| Massachusetts Financial Services Co | 1,493,937 | $133.1M | 0.05% | +78,445+5.5% | Added |
| Newport Trust Co | 1,466,512 | $130.7M | 0.36% | +25,415+1.8% | Added |
| Credit Suisse AG | 1,328,055 | $118.3M | 0.12% | +81,373+6.5% | Added |
| Goldman Sachs Group Inc | 1,260,487 | $112.3M | 0.03% | +111,898+9.7% | Added |
| Cardinal Capital Management, Inc. | 1,234,735 | $109.9M | 5.97% | +21,327+1.8% | Added |
| Franklin Resources Inc | 1,103,796 | $98.3M | 0.05% | −17,656−1.6% | Reduced |
| Alberta Investment Management Corp | 1,062,279 | $94.5M | 0.92% | −325,800−23.5% | Reduced |
| Addenda Capital Inc. | 753,249 | $90.7M | 3.73% | −3,264−0.4% | Reduced |
| Omers Administration Corp | 928,000 | $82.5M | 1.27% | 00.0% | Unchanged |
| Invesco Ltd. | 897,737 | $80.0M | 0.02% | −32,023−3.4% | Reduced |
| Bank of New York Mellon Corp | 874,430 | $77.9M | 0.02% | +13,952+1.6% | Added |
| First Trust Advisors LP | 859,702 | $76.6M | 0.09% | +36,987+4.5% | Added |
| Cidel Asset Management Inc | 800,847 | $71.2M | 3.27% | −6,645−0.8% | Reduced |
| Credential Qtrade Securities Inc. | 753,327 | $67.1M | 4.45% | +302,565+67.1% | Added |
| Deutsche Bank AG | 728,342 | $64.9M | 0.04% | −25,041−3.3% | Reduced |
| Amundi | 673,540 | $59.8M | 0.03% | −87,102−11.5% | Reduced |
| Value Partners Investments Inc. | 661,470 | $58.8M | 4.83% | +45,194+7.3% | Added |
| Bank of Nova Scotia Trust Co | 613,021 | $54.6M | 6.00% | −2,652−0.4% | Reduced |
| Korea Investment CORP | 514,424 | $45.9M | 0.13% | −504−0.1% | Reduced |
| Gluskin Sheff & Assoc Inc | 495,501 | $44.1M | 2.40% | −31,158−5.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 494,417 | $44.0M | 0.31% | −151,033−23.4% | Reduced |
| Intact Investment Management Inc. | 494,371 | $44.0M | 1.81% | −337,782−40.6% | Reduced |
| BlackRock Inc. | 479,673 | $42.7M | 0.00% | +28,181+6.2% | Added |
| Public Sector Pension Investment Board | 468,355 | $41.7M | 0.31% | +22,056+4.9% | Added |
| Great West Life Assurance Co | 446,690 | $39.8M | 0.10% | +2,064+0.5% | Added |
| Aviva PLC | 385,064 | $34.3M | 0.16% | +13,496+3.6% | Added |
| HSBC Holdings PLC | 381,934 | $34.0M | 0.04% | +61,024+19.0% | Added |
| Triasima Portfolio Management inc. | 379,885 | $33.8M | 2.79% | −29,686−7.2% | Reduced |
| Guardian Capital Advisors LP | 335,847 | $30.0M | 3.46% | −3,418−1.0% | Reduced |
| State of Wisconsin Investment Board | 325,786 | $29.0M | 0.09% | −67,511−17.2% | Reduced |
| Jarislowsky, Fraser Ltd | 315,909 | $28.1M | 0.17% | +43,662+16.0% | Added |
| Northern Trust Corp | 297,007 | $26.5M | 0.01% | +9,265+3.2% | Added |
| Russell Investments Group, Ltd. | 284,679 | $25.3M | 0.05% | −48,239−14.5% | Reduced |
| Millennium Management LLC | 279,973 | $24.9M | 0.03% | +201,209+255.5% | Added |
| Pictet Asset Management SA | 270,466 | $24.1M | 0.03% | −1,692−0.6% | Reduced |
| Todd Asset Management LLC | 268,770 | $24.0M | 0.58% | −88,408−24.8% | Reduced |
| Forsta Ap-Fonden | 241,000 | $21.4M | 0.25% | +78,100+47.9% | Added |
| Vontobel Holding Ltd. | 235,652 | $21.0M | 0.20% | +687+0.3% | Added |
| M&G Investment Management Ltd | 236,172 | $21.0M | 0.15% | −4,648−1.9% | Reduced |
| Candriam Luxembourg S.C.A. | 247,787 | $20.3M | 0.14% | +155,075+167.3% | Added |
| Allianz Asset Management GmbH | 226,823 | $20.2M | 0.04% | −250,976−52.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $20.0M | 0.27% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 213,166 | $19.0M | 8.69% | −3,244−1.5% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 210,900 | $18.8M | 1.56% | −1,576−0.7% | Reduced |
| Rempart Asset Management Inc. | 206,778 | $18.4M | 4.07% | +4,197+2.1% | Added |
| Neuberger Berman Group LLC | 203,063 | $18.1M | 0.02% | +4,425+2.2% | Added |
| Cumberland Partners Ltd | 200,973 | $17.9M | 1.76% | +2,842+1.4% | Added |
| United Services Automobile Association | 199,556 | $17.8M | 0.57% | −19,987−9.1% | Reduced |
| UBS Group AG | 199,005 | $17.7M | 0.01% | +5,991+3.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 197,359 | $17.6M | 0.09% | +4,514+2.3% | Added |
| Dorchester Wealth Management Co | 192,020 | $17.0M | 3.49% | +76,632+66.4% | Added |
| O'Shaughnessy Asset Management, LLC | 183,700 | $16.4M | 0.26% | −22,383−10.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 176,939 | $15.8M | 0.04% | +22,104+14.3% | Added |
| DekaBank Deutsche Girozentrale | 173,467 | $15.2M | 0.04% | −3,812−2.2% | Reduced |
| Pinnacle Financial Partners Inc | 158,738 | $14.1M | 0.38% | +14,438+10.0% | Added |
| Burgundy Asset Management Ltd. | 150,000 | $13.3M | 0.16% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 140,360 | $12.5M | 0.13% | −48,000−25.5% | Reduced |
| Wells Fargo & Company | 130,230 | $11.6M | 0.00% | +29,709+29.6% | Added |
| Citigroup Inc | 119,187 | $10.6M | 0.01% | −8,404−6.6% | Reduced |
| AMF Pensionsforsakring AB | 114,887 | $10.3M | 0.10% | −40,355−26.0% | Reduced |
| Wellington Management Group LLP | 111,229 | $9.89M | 0.00% | +29,768+36.5% | Added |
| AXA S.A. | 109,745 | $9.78M | 0.03% | +9,335+9.3% | Added |
| Westpac Banking Corp | 79,850 | $9.61M | 0.13% | +79,850 | New |
| Timelo Investment Management Inc. | 105,000 | $9.36M | 11.63% | −95,000−47.5% | Reduced |
| American Century Companies Inc | 101,906 | $9.08M | 0.01% | +11,741+13.0% | Added |
| Hillsdale Investment Management Inc. | 98,457 | $8.76M | 0.75% | −81,145−45.2% | Reduced |
| Ameriprise Financial Inc | 83,879 | $8.66M | 0.00% | +13,266+18.8% | Added |