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, Q2 2023
Institutional positions in Bank of Montreal as of Jun 30, 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
- 470
- +2 vs. Q1 2023
- Shares held
- 328.2M
- +4.32M (+1.3%) vs. Q1 2023
- Total value
- $29.7B
- +$830.6M (+2.9%) vs. Q1 2023
- New holders
- 52
- 165 more added
- Sold out
- 50
- 141 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 67,806,427 | $6.12B | 1.71% | +1,590,258+2.4% | Added |
| Vanguard Group Inc | 26,722,432 | $2.41B | 0.06% | +2,244,422+9.2% | Added |
| Bank of Montreal | 26,267,477 | $2.37B | 1.46% | +1,080,768+4.3% | Added |
| TD Asset Management Inc | 16,241,926 | $1.47B | 1.67% | −245,996−1.5% | Reduced |
| CIBC World Markets Inc. | 14,146,914 | $1.28B | 4.39% | +756,928+5.7% | Added |
| Mackenzie Financial Corp | 13,688,001 | $1.24B | 1.89% | +1,170,160+9.3% | Added |
| Toronto Dominion Bank | 13,363,253 | $1.21B | 1.79% | +1,057,501+8.6% | Added |
| Bank of Nova Scotia | 13,366,670 | $1.21B | 3.16% | −2,268,806−14.5% | Reduced |
| National Bank of Canada | 12,294,396 | $1.11B | 2.24% | +278,859+2.3% | Added |
| 1832 Asset Management L.P. | 9,280,535 | $838.1M | 1.63% | −224,819−2.4% | Reduced |
| CIBC Asset Management Inc | 8,296,527 | $749.8M | 2.94% | −222,954−2.6% | Reduced |
| Norges Bank | 7,269,421 | $656.4M | 0.13% | +1,073,936+17.3% | Added |
| Caisse de Depot Et Placement du Quebec | 5,514,987 | $498.6M | 1.33% | +68,478+1.3% | Added |
| Beutel, Goodman & Co Ltd. | 5,026,281 | $454.4M | 2.55% | +21,178+0.4% | Added |
| Manufacturers Life Insurance Company, The | 5,014,905 | $452.7M | 0.25% | −255,533−4.8% | Reduced |
| Legal & General Group Plc | 3,986,790 | $360.5M | 0.12% | +284,274+7.7% | Added |
| Dimensional Fund Advisors LP | 3,707,674 | $334.8M | 0.11% | −12,071−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,397,701 | $306.8M | 1.53% | −377,358−10.0% | Reduced |
| FIL Ltd | 3,328,990 | $300.6M | 0.34% | −2,558,454−43.5% | Reduced |
| Scotia Capital Inc. | 3,115,975 | $281.3M | 1.93% | +164,821+5.6% | Added |
| FMR LLC | 2,995,738 | $270.5M | 0.02% | −2,749,074−47.9% | Reduced |
| Fiera Capital Corp | 2,931,779 | $265.1M | 0.77% | −7,913−0.3% | Reduced |
| JPMorgan Chase & Co | 2,808,847 | $253.7M | 0.03% | +11,509+0.4% | Added |
| Guardian Capital LP | 2,731,544 | $247.0M | 7.91% | +80,174+3.0% | Added |
| Omers Administration Corp | 2,614,340 | $236.4M | 3.68% | +1,686,340+181.7% | Added |
| Geode Capital Management, LLC | 2,529,413 | $229.6M | 0.03% | +249,185+10.9% | Added |
| Canada Pension Plan Investment Board | 2,062,465 | $186.5M | 0.28% | −343,190−14.3% | Reduced |
| Letko, Brosseau & Associates Inc | 2,007,767 | $181.5M | 3.38% | +1,939+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,919,621 | $176.9M | 1.74% | +203,811+11.9% | Added |
| Bank of America Corp | 1,725,168 | $155.8M | 0.02% | −247,525−12.5% | Reduced |
| Goldman Sachs Group Inc | 1,560,020 | $140.9M | 0.04% | +299,533+23.8% | Added |
| MUFG Securities EMEA plc | 1,150,200 | $137.6M | 3.16% | +1,150,200 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,505,150 | $136.1M | 0.11% | −223,337−12.9% | Reduced |
| Massachusetts Financial Services Co | 1,505,540 | $136.0M | 0.04% | +11,603+0.8% | Added |
| Newport Trust Co | 1,461,114 | $132.0M | 0.39% | −5,398−0.4% | Reduced |
| British Columbia Investment Management Corp | 1,449,767 | $130.9M | 1.23% | −92,871−6.0% | Reduced |
| Credit Suisse AG | 1,356,813 | $122.5M | 0.12% | +28,758+2.2% | Added |
| Alberta Investment Management Corp | 1,315,325 | $118.9M | 1.14% | +253,046+23.8% | Added |
| Cardinal Capital Management, Inc. | 1,242,866 | $112.3M | 5.63% | +8,131+0.7% | Added |
| Public Sector Pension Investment Board | 1,193,221 | $107.9M | 0.77% | +724,866+154.8% | Added |
| Morgan Stanley | 1,174,571 | $106.1M | 0.01% | −466,666−28.4% | Reduced |
| Franklin Resources Inc | 1,101,475 | $99.5M | 0.05% | −2,321−0.2% | Reduced |
| Addenda Capital Inc. | 746,302 | $89.3M | 3.75% | −6,947−0.9% | Reduced |
| Intact Investment Management Inc. | 955,811 | $86.3M | 3.51% | +461,440+93.3% | Added |
| Invesco Ltd. | 934,205 | $84.4M | 0.02% | +36,468+4.1% | Added |
| Bank of New York Mellon Corp | 929,316 | $83.9M | 0.02% | +54,886+6.3% | Added |
| Deutsche Bank AG | 826,085 | $74.6M | 0.04% | +97,743+13.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 825,724 | $74.6M | 0.33% | +825,724 | New |
| First Trust Advisors LP | 815,482 | $73.6M | 0.08% | −44,220−5.1% | Reduced |
| Credential Qtrade Securities Inc. | 793,066 | $71.6M | 4.51% | +39,739+5.3% | Added |
| Cidel Asset Management Inc | 782,859 | $70.8M | 3.21% | −17,988−2.2% | Reduced |
| Value Partners Investments Inc. | 664,117 | $60.0M | 4.82% | +2,647+0.4% | Added |
| Capital International Investors | 645,170 | $58.3M | 0.01% | +645,170 | New |
| Bank of Nova Scotia Trust Co | 620,856 | $56.1M | 5.85% | +7,835+1.3% | Added |
| Amundi | 526,035 | $48.0M | 0.02% | −147,505−21.9% | Reduced |
| BlackRock Inc. | 499,810 | $45.1M | 0.00% | +20,137+4.2% | Added |
| Great West Life Assurance Co | 487,463 | $44.3M | 0.11% | +40,773+9.1% | Added |
| Korea Investment CORP | 478,331 | $43.2M | 0.12% | −36,093−7.0% | Reduced |
| Triasima Portfolio Management inc. | 314,348 | $37.6M | 2.38% | −65,537−17.3% | Reduced |
| State of Tennessee, Treasury Department | 409,666 | $37.0M | 0.16% | +409,666 | New |
| HSBC Holdings PLC | 384,985 | $34.8M | 0.04% | +3,051+0.8% | Added |
| Aviva PLC | 383,932 | $34.7M | 0.14% | −1,132−0.3% | Reduced |
| Guardian Capital Advisors LP | 387,033 | $34.4M | 3.91% | +51,186+15.2% | Added |
| Gluskin Sheff & Assoc Inc | 342,847 | $31.0M | 1.87% | −152,654−30.8% | Reduced |
| Susquehanna International Group, LLP | 327,196 | $29.5M | 0.05% | +312,196+2,081.3% | Added |
| Jarislowsky, Fraser Ltd | 319,292 | $28.9M | 0.17% | +3,383+1.1% | Added |
| Capital International Inc | 309,129 | $27.9M | 0.51% | +309,129 | New |
| Northern Trust Corp | 305,175 | $27.6M | 0.01% | +8,168+2.8% | Added |
| Pictet Asset Management SA | 294,465 | $26.6M | 0.03% | +23,999+8.9% | Added |
| Russell Investments Group, Ltd. | 288,461 | $26.0M | 0.05% | +3,782+1.3% | Added |
| Forsta Ap-Fonden | 266,500 | $24.1M | 0.26% | +25,500+10.6% | Added |
| AMF Pensionsforsakring AB | 230,097 | $20.8M | 0.19% | +115,210+100.3% | Added |
| Vontobel Holding Ltd. | 225,632 | $20.4M | 0.18% | −10,020−4.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $20.2M | 0.26% | 00.0% | Unchanged |
| Scheer, Rowlett & Associates Investment Management Ltd. | 215,210 | $19.4M | 1.56% | +4,310+2.0% | Added |
| State of Wisconsin Investment Board | 214,895 | $19.4M | 0.05% | −110,891−34.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 213,924 | $19.3M | 0.09% | +16,565+8.4% | Added |
| Portland Investment Counsel Inc. | 213,958 | $19.3M | 9.55% | +792+0.4% | Added |
| Rempart Asset Management Inc. | 212,998 | $19.2M | 4.02% | +6,220+3.0% | Added |
| United Services Automobile Association | 198,971 | $18.0M | 0.51% | −585−0.3% | Reduced |
| Todd Asset Management LLC | 196,906 | $17.8M | 0.41% | −71,864−26.7% | Reduced |
| UBS Group AG | 196,837 | $17.8M | 0.01% | −2,168−1.1% | Reduced |
| Genus Capital Management Inc. | 191,262 | $17.3M | 2.55% | +191,262 | New |
| Dorchester Wealth Management Co | 187,859 | $16.9M | 3.43% | −4,161−2.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 183,505 | $16.6M | 0.04% | +6,566+3.7% | Added |
| Neuberger Berman Group LLC | 181,194 | $16.4M | 0.01% | −21,869−10.8% | Reduced |
| DekaBank Deutsche Girozentrale | 178,649 | $16.1M | 0.04% | +5,182+3.0% | Added |
| Allianz Asset Management GmbH | 170,145 | $15.4M | 0.03% | −56,678−25.0% | Reduced |
| Pinnacle Financial Partners Inc | 164,816 | $14.9M | 0.37% | +6,078+3.8% | Added |
| Candriam Luxembourg S.C.A. | 160,732 | $14.5M | 0.11% | −87,055−35.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 158,532 | $14.3M | 0.21% | −25,168−13.7% | Reduced |
| Jupiter Asset Management Ltd | 150,626 | $13.6M | 0.15% | +150,626 | New |
| Burgundy Asset Management Ltd. | 150,000 | $13.6M | 0.16% | 00.0% | Unchanged |
| Citigroup Inc | 141,952 | $12.8M | 0.02% | +22,765+19.1% | Added |
| Wells Fargo & Company | 131,633 | $11.9M | 0.00% | +1,403+1.1% | Added |
| Waratah Capital Advisors Ltd. | 131,178 | $11.8M | 0.60% | +63,304+93.3% | Added |
| Janus Henderson Group PLC | 125,238 | $11.3M | 0.01% | +42,344+51.1% | Added |
| St Germain D J Co Inc | 125,148 | $11.3M | 0.60% | +125,148 | New |
| Two Sigma Investments, LP | 120,540 | $10.9M | 0.03% | +120,540 | New |
| Skandinaviska Enskilda Banken AB (publ) | 117,503 | $10.6M | 0.07% | −376,914−76.2% | Reduced |