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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 241,000 | $21.4M | 0.25% | +78,100+47.9% | Added |
| Todd Asset Management LLC | 268,770 | $24.0M | 0.58% | −88,408−24.8% | Reduced |
| Pictet Asset Management SA | 270,466 | $24.1M | 0.03% | −1,692−0.6% | Reduced |
| Millennium Management LLC | 279,973 | $24.9M | 0.03% | +201,209+255.5% | Added |
| Russell Investments Group, Ltd. | 284,679 | $25.3M | 0.05% | −48,239−14.5% | Reduced |
| Northern Trust Corp | 297,007 | $26.5M | 0.01% | +9,265+3.2% | Added |
| Jarislowsky, Fraser Ltd | 315,909 | $28.1M | 0.17% | +43,662+16.0% | Added |
| State of Wisconsin Investment Board | 325,786 | $29.0M | 0.09% | −67,511−17.2% | Reduced |
| Guardian Capital Advisors LP | 335,847 | $30.0M | 3.46% | −3,418−1.0% | Reduced |
| Triasima Portfolio Management inc. | 379,885 | $33.8M | 2.79% | −29,686−7.2% | Reduced |
| HSBC Holdings PLC | 381,934 | $34.0M | 0.04% | +61,024+19.0% | Added |
| Aviva PLC | 385,064 | $34.3M | 0.16% | +13,496+3.6% | Added |
| Great West Life Assurance Co | 446,690 | $39.8M | 0.10% | +2,064+0.5% | Added |
| Public Sector Pension Investment Board | 468,355 | $41.7M | 0.31% | +22,056+4.9% | Added |
| BlackRock Inc. | 479,673 | $42.7M | 0.00% | +28,181+6.2% | Added |
| Intact Investment Management Inc. | 494,371 | $44.0M | 1.81% | −337,782−40.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 494,417 | $44.0M | 0.31% | −151,033−23.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 495,501 | $44.1M | 2.40% | −31,158−5.9% | Reduced |
| Korea Investment CORP | 514,424 | $45.9M | 0.13% | −504−0.1% | Reduced |
| Bank of Nova Scotia Trust Co | 613,021 | $54.6M | 6.00% | −2,652−0.4% | Reduced |
| Value Partners Investments Inc. | 661,470 | $58.8M | 4.83% | +45,194+7.3% | Added |
| Amundi | 673,540 | $59.8M | 0.03% | −87,102−11.5% | Reduced |
| Deutsche Bank AG | 728,342 | $64.9M | 0.04% | −25,041−3.3% | Reduced |
| Credential Qtrade Securities Inc. | 753,327 | $67.1M | 4.45% | +302,565+67.1% | Added |
| Cidel Asset Management Inc | 800,847 | $71.2M | 3.27% | −6,645−0.8% | Reduced |
| First Trust Advisors LP | 859,702 | $76.6M | 0.09% | +36,987+4.5% | Added |
| Bank of New York Mellon Corp | 874,430 | $77.9M | 0.02% | +13,952+1.6% | Added |
| Invesco Ltd. | 897,737 | $80.0M | 0.02% | −32,023−3.4% | Reduced |
| Omers Administration Corp | 928,000 | $82.5M | 1.27% | 00.0% | Unchanged |
| Addenda Capital Inc. | 753,249 | $90.7M | 3.73% | −3,264−0.4% | Reduced |
| Alberta Investment Management Corp | 1,062,279 | $94.5M | 0.92% | −325,800−23.5% | Reduced |
| Franklin Resources Inc | 1,103,796 | $98.3M | 0.05% | −17,656−1.6% | Reduced |
| Cardinal Capital Management, Inc. | 1,234,735 | $109.9M | 5.97% | +21,327+1.8% | Added |
| Goldman Sachs Group Inc | 1,260,487 | $112.3M | 0.03% | +111,898+9.7% | Added |
| Credit Suisse AG | 1,328,055 | $118.3M | 0.12% | +81,373+6.5% | Added |
| Newport Trust Co | 1,466,512 | $130.7M | 0.36% | +25,415+1.8% | Added |
| Massachusetts Financial Services Co | 1,493,937 | $133.1M | 0.05% | +78,445+5.5% | Added |
| British Columbia Investment Management Corp | 1,542,638 | $137.4M | 1.43% | +402,916+35.4% | Added |
| Morgan Stanley | 1,641,237 | $146.3M | 0.02% | −271,413−14.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,728,487 | $154.4M | 0.12% | −81,554−4.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,715,810 | $158.0M | 1.74% | +143,036+9.1% | Added |
| Bank of America Corp | 1,972,693 | $175.8M | 0.02% | −703,247−26.3% | Reduced |
| Letko, Brosseau & Associates Inc | 2,005,828 | $178.4M | 3.34% | −10,033−0.5% | Reduced |
| Agf Management Ltd | 2,088,905 | $186.1M | 1.28% | +131,567+6.7% | Added |
| Geode Capital Management, LLC | 2,280,228 | $204.6M | 0.03% | +114,704+5.3% | Added |
| Canada Pension Plan Investment Board | 2,405,655 | $214.0M | 0.34% | +160,920+7.2% | Added |
| Guardian Capital LP | 2,651,370 | $235.8M | 7.52% | +107,459+4.2% | Added |
| JPMorgan Chase & Co | 2,797,338 | $249.3M | 0.03% | +226,783+8.8% | Added |
| Scotia Capital Inc. | 2,951,154 | $262.6M | 1.92% | +170,769+6.1% | Added |
| Fiera Capital Corp | 2,939,692 | $262.6M | 0.78% | −54,241−1.8% | Reduced |
| Legal & General Group Plc | 3,702,516 | $329.3M | 0.12% | −35,061−0.9% | Reduced |
| Dimensional Fund Advisors LP | 3,719,745 | $331.5M | 0.11% | −49,882−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,775,059 | $336.2M | 1.82% | −1,063,346−22.0% | Reduced |
| Beutel, Goodman & Co Ltd. | 5,005,103 | $445.2M | 2.62% | −17,400−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 5,270,438 | $469.2M | 0.26% | +478,301+10.0% | Added |
| Caisse de Depot Et Placement du Quebec | 5,446,509 | $484.5M | 1.38% | +59,933+1.1% | Added |
| FMR LLC | 5,744,812 | $511.7M | 0.05% | −508,748−8.1% | Reduced |
| FIL Ltd | 5,887,444 | $524.4M | 0.60% | −1,583,526−21.2% | Reduced |
| Norges Bank | 6,195,485 | $551.8M | 0.12% | −1,6940.0% | Reduced |
| CIBC Asset Management Inc | 8,519,481 | $758.1M | 3.07% | +145,809+1.7% | Added |
| 1832 Asset Management L.P. | 9,505,354 | $847.0M | 1.74% | −39,538−0.4% | Reduced |
| National Bank of Canada | 12,015,537 | $1.07B | 2.89% | +1,429,964+13.5% | Added |
| Toronto Dominion Bank | 12,305,752 | $1.10B | 1.79% | +2,100,110+20.6% | Added |
| Mackenzie Financial Corp | 12,517,841 | $1.11B | 1.74% | −135,813−1.1% | Reduced |
| CIBC World Markets Inc. | 13,389,986 | $1.19B | 4.31% | −269,152−2.0% | Reduced |
| Bank of Nova Scotia | 15,635,476 | $1.39B | 4.13% | +2,424,073+18.3% | Added |
| TD Asset Management Inc | 16,487,922 | $1.47B | 1.77% | +538,629+3.4% | Added |
| Vanguard Group Inc | 24,478,010 | $2.18B | 0.06% | −682,788−2.7% | Reduced |
| Bank of Montreal | 25,186,709 | $2.25B | 1.45% | +1,127,879+4.7% | Added |
| Royal Bank of Canada | 66,216,169 | $5.90B | 1.77% | +1,387,846+2.1% | Added |
| Quilter Plc | 4,782 | – | – | −1,140−19.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,227,550−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −433,795−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −144,538−100.0% | Sold out |
| Manitou Investment Management Ltd. | 0 | $0 | 0.00% | −111,765−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −45,714−100.0% | Sold out |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −44,700−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −26,982−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −26,616−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −25,524−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −17,864−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,869−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −505,077−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,559−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −14,625−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,192−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −4,877−100.0% | Sold out |
| Unio Capital LLC | 0 | $0 | 0.00% | −4,830−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −3,576−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −3,290−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −2,930−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |