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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 294,465 | $26.6M | 0.03% | +23,999+8.9% | Added |
| Northern Trust Corp | 305,175 | $27.6M | 0.01% | +8,168+2.8% | Added |
| Capital International Inc | 309,129 | $27.9M | 0.51% | +309,129 | New |
| Jarislowsky, Fraser Ltd | 319,292 | $28.9M | 0.17% | +3,383+1.1% | Added |
| Susquehanna International Group, LLP | 327,196 | $29.5M | 0.05% | +312,196+2,081.3% | Added |
| Gluskin Sheff & Assoc Inc | 342,847 | $31.0M | 1.87% | −152,654−30.8% | Reduced |
| Guardian Capital Advisors LP | 387,033 | $34.4M | 3.91% | +51,186+15.2% | Added |
| Aviva PLC | 383,932 | $34.7M | 0.14% | −1,132−0.3% | Reduced |
| HSBC Holdings PLC | 384,985 | $34.8M | 0.04% | +3,051+0.8% | Added |
| State of Tennessee, Treasury Department | 409,666 | $37.0M | 0.16% | +409,666 | New |
| Triasima Portfolio Management inc. | 314,348 | $37.6M | 2.38% | −65,537−17.3% | Reduced |
| Korea Investment CORP | 478,331 | $43.2M | 0.12% | −36,093−7.0% | Reduced |
| Great West Life Assurance Co | 487,463 | $44.3M | 0.11% | +40,773+9.1% | Added |
| BlackRock Inc. | 499,810 | $45.1M | 0.00% | +20,137+4.2% | Added |
| Amundi | 526,035 | $48.0M | 0.02% | −147,505−21.9% | Reduced |
| Bank of Nova Scotia Trust Co | 620,856 | $56.1M | 5.85% | +7,835+1.3% | Added |
| Capital International Investors | 645,170 | $58.3M | 0.01% | +645,170 | New |
| Value Partners Investments Inc. | 664,117 | $60.0M | 4.82% | +2,647+0.4% | Added |
| Cidel Asset Management Inc | 782,859 | $70.8M | 3.21% | −17,988−2.2% | Reduced |
| Credential Qtrade Securities Inc. | 793,066 | $71.6M | 4.51% | +39,739+5.3% | Added |
| First Trust Advisors LP | 815,482 | $73.6M | 0.08% | −44,220−5.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 825,724 | $74.6M | 0.33% | +825,724 | New |
| Deutsche Bank AG | 826,085 | $74.6M | 0.04% | +97,743+13.4% | Added |
| Bank of New York Mellon Corp | 929,316 | $83.9M | 0.02% | +54,886+6.3% | Added |
| Invesco Ltd. | 934,205 | $84.4M | 0.02% | +36,468+4.1% | Added |
| Intact Investment Management Inc. | 955,811 | $86.3M | 3.51% | +461,440+93.3% | Added |
| Addenda Capital Inc. | 746,302 | $89.3M | 3.75% | −6,947−0.9% | Reduced |
| Franklin Resources Inc | 1,101,475 | $99.5M | 0.05% | −2,321−0.2% | Reduced |
| Morgan Stanley | 1,174,571 | $106.1M | 0.01% | −466,666−28.4% | Reduced |
| Public Sector Pension Investment Board | 1,193,221 | $107.9M | 0.77% | +724,866+154.8% | Added |
| Cardinal Capital Management, Inc. | 1,242,866 | $112.3M | 5.63% | +8,131+0.7% | Added |
| Alberta Investment Management Corp | 1,315,325 | $118.9M | 1.14% | +253,046+23.8% | Added |
| Credit Suisse AG | 1,356,813 | $122.5M | 0.12% | +28,758+2.2% | Added |
| British Columbia Investment Management Corp | 1,449,767 | $130.9M | 1.23% | −92,871−6.0% | Reduced |
| Newport Trust Co | 1,461,114 | $132.0M | 0.39% | −5,398−0.4% | Reduced |
| Massachusetts Financial Services Co | 1,505,540 | $136.0M | 0.04% | +11,603+0.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,505,150 | $136.1M | 0.11% | −223,337−12.9% | Reduced |
| MUFG Securities EMEA plc | 1,150,200 | $137.6M | 3.16% | +1,150,200 | New |
| Goldman Sachs Group Inc | 1,560,020 | $140.9M | 0.04% | +299,533+23.8% | Added |
| Bank of America Corp | 1,725,168 | $155.8M | 0.02% | −247,525−12.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,919,621 | $176.9M | 1.74% | +203,811+11.9% | Added |
| Letko, Brosseau & Associates Inc | 2,007,767 | $181.5M | 3.38% | +1,939+0.1% | Added |
| Canada Pension Plan Investment Board | 2,062,465 | $186.5M | 0.28% | −343,190−14.3% | Reduced |
| Geode Capital Management, LLC | 2,529,413 | $229.6M | 0.03% | +249,185+10.9% | Added |
| Omers Administration Corp | 2,614,340 | $236.4M | 3.68% | +1,686,340+181.7% | Added |
| Guardian Capital LP | 2,731,544 | $247.0M | 7.91% | +80,174+3.0% | Added |
| JPMorgan Chase & Co | 2,808,847 | $253.7M | 0.03% | +11,509+0.4% | Added |
| Fiera Capital Corp | 2,931,779 | $265.1M | 0.77% | −7,913−0.3% | Reduced |
| FMR LLC | 2,995,738 | $270.5M | 0.02% | −2,749,074−47.9% | Reduced |
| Scotia Capital Inc. | 3,115,975 | $281.3M | 1.93% | +164,821+5.6% | Added |
| FIL Ltd | 3,328,990 | $300.6M | 0.34% | −2,558,454−43.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,397,701 | $306.8M | 1.53% | −377,358−10.0% | Reduced |
| Dimensional Fund Advisors LP | 3,707,674 | $334.8M | 0.11% | −12,071−0.3% | Reduced |
| Legal & General Group Plc | 3,986,790 | $360.5M | 0.12% | +284,274+7.7% | Added |
| Manufacturers Life Insurance Company, The | 5,014,905 | $452.7M | 0.25% | −255,533−4.8% | Reduced |
| Beutel, Goodman & Co Ltd. | 5,026,281 | $454.4M | 2.55% | +21,178+0.4% | Added |
| Caisse de Depot Et Placement du Quebec | 5,514,987 | $498.6M | 1.33% | +68,478+1.3% | Added |
| Norges Bank | 7,269,421 | $656.4M | 0.13% | +1,073,936+17.3% | Added |
| CIBC Asset Management Inc | 8,296,527 | $749.8M | 2.94% | −222,954−2.6% | Reduced |
| 1832 Asset Management L.P. | 9,280,535 | $838.1M | 1.63% | −224,819−2.4% | Reduced |
| National Bank of Canada | 12,294,396 | $1.11B | 2.24% | +278,859+2.3% | Added |
| Bank of Nova Scotia | 13,366,670 | $1.21B | 3.16% | −2,268,806−14.5% | Reduced |
| Toronto Dominion Bank | 13,363,253 | $1.21B | 1.79% | +1,057,501+8.6% | Added |
| Mackenzie Financial Corp | 13,688,001 | $1.24B | 1.89% | +1,170,160+9.3% | Added |
| CIBC World Markets Inc. | 14,146,914 | $1.28B | 4.39% | +756,928+5.7% | Added |
| TD Asset Management Inc | 16,241,926 | $1.47B | 1.67% | −245,996−1.5% | Reduced |
| Bank of Montreal | 26,267,477 | $2.37B | 1.46% | +1,080,768+4.3% | Added |
| Vanguard Group Inc | 26,722,432 | $2.41B | 0.06% | +2,244,422+9.2% | Added |
| Royal Bank of Canada | 67,806,427 | $6.12B | 1.71% | +1,590,258+2.4% | Added |
| Quilter Plc | 4,782 | – | – | 00.0% | Unchanged |
| Agf Management Ltd | 0 | $0 | 0.00% | −2,088,905−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −79,850−100.0% | Sold out |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −78,724−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −32,258−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −30,273−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −26,575−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,070−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −17,314−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −16,725−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,215−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −13,566−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −13,471−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −6,725−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −11,238−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −10,211−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,769−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −6,512−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,928−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,501−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −3,984−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −3,948−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −3,322−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −2,936−100.0% | Sold out |