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, Q3 2023
Institutional positions in Bank of Montreal as of Sep 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
- 458
- −8 vs. Q2 2023
- Shares held
- 334.9M
- +7.03M (+2.1%) vs. Q2 2023
- Total value
- $28.3B
- −$1.36B (−4.6%) vs. Q2 2023
- New holders
- 38
- 181 more added
- Sold out
- 46
- 134 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 67,356,616 | $5.68B | 1.66% | −449,811−0.7% | Reduced |
| Bank of Montreal | 26,709,036 | $2.37B | 1.40% | +441,559+1.7% | Added |
| Vanguard Group Inc | 27,191,193 | $2.29B | 0.06% | +468,761+1.8% | Added |
| TD Asset Management Inc | 16,037,707 | $1.36B | 1.65% | −204,219−1.3% | Reduced |
| Bank of Nova Scotia | 14,783,968 | $1.25B | 3.29% | +1,417,298+10.6% | Added |
| Toronto Dominion Bank | 14,042,593 | $1.18B | 1.96% | +679,340+5.1% | Added |
| CIBC World Markets Inc. | 14,000,502 | $1.18B | 4.24% | −146,412−1.0% | Reduced |
| Mackenzie Financial Corp | 13,757,010 | $1.10B | 1.85% | +69,009+0.5% | Added |
| National Bank of Canada | 11,484,576 | $937.6M | 1.72% | −809,820−6.6% | Reduced |
| 1832 Asset Management L.P. | 9,187,733 | $775.2M | 1.61% | −92,802−1.0% | Reduced |
| CIBC Asset Management Inc | 8,326,233 | $704.6M | 2.93% | +29,706+0.4% | Added |
| Norges Bank | 7,465,710 | $629.8M | 0.13% | +196,289+2.7% | Added |
| Caisse de Depot Et Placement du Quebec | 5,588,580 | $473.6M | 1.36% | +73,593+1.3% | Added |
| Manufacturers Life Insurance Company, The | 5,137,830 | $436.5M | 0.25% | +122,925+2.5% | Added |
| Beutel, Goodman & Co Ltd. | 5,065,436 | $429.3M | 2.54% | +39,155+0.8% | Added |
| Legal & General Group Plc | 4,224,311 | $358.0M | 0.12% | +237,521+6.0% | Added |
| FIL Ltd | 4,143,497 | $349.5M | 0.41% | +814,507+24.5% | Added |
| Dimensional Fund Advisors LP | 3,580,321 | $302.1M | 0.10% | −127,353−3.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,452,025 | $291.2M | 1.52% | +54,324+1.6% | Added |
| FMR LLC | 3,297,129 | $278.1M | 0.02% | +301,391+10.1% | Added |
| Scotia Capital Inc. | 3,180,814 | $268.3M | 1.94% | +64,839+2.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,133,938 | $264.5M | 1.20% | +2,308,214+279.5% | Added |
| Fiera Capital Corp | 3,116,861 | $263.7M | 0.84% | +185,082+6.3% | Added |
| JPMorgan Chase & Co | 2,911,557 | $245.6M | 0.03% | +102,710+3.7% | Added |
| Geode Capital Management, LLC | 2,627,473 | $223.2M | 0.03% | +98,060+3.9% | Added |
| Omers Administration Corp | 2,614,340 | $221.6M | 3.34% | 00.0% | Unchanged |
| Guardian Capital LP | 2,593,957 | $219.8M | 8.18% | −137,587−5.0% | Reduced |
| British Columbia Investment Management Corp | 2,386,990 | $201.4M | 1.91% | +937,223+64.6% | Added |
| Goldman Sachs Group Inc | 2,078,573 | $175.4M | 0.04% | +518,553+33.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,020,177 | $174.1M | 1.80% | +100,556+5.2% | Added |
| Letko, Brosseau & Associates Inc | 2,019,630 | $171.2M | 3.35% | +11,863+0.6% | Added |
| Bank of America Corp | 1,820,312 | $153.6M | 0.02% | +95,144+5.5% | Added |
| Morgan Stanley | 1,754,961 | $148.1M | 0.02% | +580,390+49.4% | Added |
| Canada Pension Plan Investment Board | 1,716,964 | $145.5M | 0.21% | −345,501−16.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,694,338 | $143.3M | 0.12% | +189,188+12.6% | Added |
| Massachusetts Financial Services Co | 1,506,366 | $127.1M | 0.04% | +826+0.1% | Added |
| Newport Trust Co | 1,463,373 | $123.5M | 0.38% | +2,259+0.2% | Added |
| Alberta Investment Management Corp | 1,369,259 | $116.0M | 1.24% | +53,934+4.1% | Added |
| Credit Suisse AG | 1,347,685 | $113.7M | 0.12% | −9,128−0.7% | Reduced |
| Agf Management Ltd | 1,303,099 | $109.9M | 0.78% | +1,303,099 | New |
| Cardinal Capital Management, Inc. | 1,256,791 | $106.3M | 5.54% | +13,925+1.1% | Added |
| Franklin Resources Inc | 1,132,846 | $95.6M | 0.05% | +31,371+2.8% | Added |
| Addenda Capital Inc. | 744,165 | $85.3M | 3.71% | −2,137−0.3% | Reduced |
| Invesco Ltd. | 933,183 | $78.7M | 0.02% | −1,022−0.1% | Reduced |
| Bank of New York Mellon Corp | 897,591 | $75.7M | 0.02% | −31,725−3.4% | Reduced |
| First Trust Advisors LP | 805,637 | $68.0M | 0.08% | −9,845−1.2% | Reduced |
| Credential Qtrade Securities Inc. | 800,908 | $67.6M | 4.48% | +7,842+1.0% | Added |
| Value Partners Investments Inc. | 772,294 | $65.5M | 5.42% | +108,177+16.3% | Added |
| Cidel Asset Management Inc | 753,814 | $63.9M | 3.19% | −29,045−3.7% | Reduced |
| Deutsche Bank AG | 717,366 | $60.5M | 0.04% | −108,719−13.2% | Reduced |
| Intact Investment Management Inc. | 643,241 | $54.3M | 2.35% | −312,570−32.7% | Reduced |
| Capital International Investors | 617,942 | $52.1M | 0.01% | −27,228−4.2% | Reduced |
| BlackRock Inc. | 608,397 | $51.3M | 0.00% | +108,587+21.7% | Added |
| Two Sigma Investments, LP | 576,940 | $48.7M | 0.14% | +456,400+378.6% | Added |
| Amundi | 583,569 | $47.0M | 0.02% | +57,534+10.9% | Added |
| Korea Investment CORP | 493,404 | $41.8M | 0.12% | +15,073+3.2% | Added |
| Great West Life Assurance Co | 484,646 | $41.1M | 0.10% | −2,817−0.6% | Reduced |
| Bank of Nova Scotia Trust Co | 449,057 | $37.9M | 4.50% | −171,799−27.7% | Reduced |
| State of Tennessee, Treasury Department | 409,666 | $34.7M | 0.14% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 409,136 | $34.7M | 3.18% | +94,788+30.2% | Added |
| Guardian Capital Advisors LP | 413,988 | $34.3M | 3.84% | +26,955+7.0% | Added |
| Aviva PLC | 360,227 | $30.5M | 0.13% | −23,705−6.2% | Reduced |
| Jarislowsky, Fraser Ltd | 323,269 | $27.4M | 0.18% | +3,977+1.2% | Added |
| Northern Trust Corp | 311,341 | $26.3M | 0.01% | +6,166+2.0% | Added |
| Pictet Asset Management Holding SA | 305,832 | $25.9M | 0.03% | +305,832 | New |
| AMF Pensionsforsakring AB | 299,289 | $25.4M | 0.25% | +69,192+30.1% | Added |
| Waratah Capital Advisors Ltd. | 295,922 | $25.0M | 1.15% | +164,744+125.6% | Added |
| Forsta Ap-Fonden | 282,600 | $23.9M | 0.27% | +16,100+6.0% | Added |
| Gluskin Sheff & Assoc Inc | 278,114 | $23.5M | 1.80% | −64,733−18.9% | Reduced |
| HSBC Holdings PLC | 268,015 | $22.6M | 0.03% | −116,970−30.4% | Reduced |
| Russell Investments Group, Ltd. | 242,257 | $20.5M | 0.04% | −46,204−16.0% | Reduced |
| Susquehanna International Group, LLP | 235,230 | $19.8M | 0.03% | −91,966−28.1% | Reduced |
| State of Wisconsin Investment Board | 230,253 | $19.5M | 0.06% | +15,358+7.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $19.1M | 0.25% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 223,212 | $18.8M | 8.65% | +9,254+4.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 221,904 | $18.8M | 0.08% | +7,980+3.7% | Added |
| Two Sigma Advisers, LP | 213,998 | $18.1M | 0.05% | +117,400+121.5% | Added |
| UBS Group AG | 212,203 | $17.9M | 0.01% | +15,366+7.8% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 211,689 | $17.9M | 1.51% | −3,521−1.6% | Reduced |
| Rempart Asset Management Inc. | 209,828 | $17.8M | 3.95% | −3,170−1.5% | Reduced |
| United Services Automobile Association | 203,861 | $17.2M | 0.43% | +4,890+2.5% | Added |
| Vontobel Holding Ltd. | 201,317 | $17.0M | 0.16% | −24,315−10.8% | Reduced |
| Public Sector Pension Investment Board | 188,007 | $15.9M | 0.12% | −1,005,214−84.2% | Reduced |
| Citigroup Inc | 186,325 | $15.8M | 0.02% | +44,373+31.3% | Added |
| Dorchester Wealth Management Co | 183,261 | $15.4M | 3.12% | −4,598−2.4% | Reduced |
| DekaBank Deutsche Girozentrale | 177,994 | $15.2M | 0.04% | −655−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 171,717 | $14.5M | 0.37% | +6,901+4.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 162,505 | $13.7M | 0.03% | −21,000−11.4% | Reduced |
| Neuberger Berman Group LLC | 158,608 | $13.4M | 0.01% | −22,586−12.5% | Reduced |
| Genus Capital Management Inc. | 156,804 | $13.3M | 2.09% | −34,458−18.0% | Reduced |
| Burgundy Asset Management Ltd. | 150,000 | $12.7M | 0.16% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 146,738 | $12.4M | 0.03% | −23,407−13.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 140,321 | $11.8M | 0.18% | −18,211−11.5% | Reduced |
| Jane Street Group, LLC | 131,937 | $11.1M | 0.02% | +33,930+34.6% | Added |
| AXA S.A. | 131,867 | $11.1M | 0.04% | +17,366+15.2% | Added |
| Wells Fargo & Company | 129,150 | $10.9M | 0.00% | −2,483−1.9% | Reduced |
| Wellington Management Group LLP | 125,927 | $10.7M | 0.00% | +8,685+7.4% | Added |
| St Germain D J Co Inc | 123,623 | $10.4M | 0.59% | −1,525−1.2% | Reduced |
| Capital International Inc | 121,643 | $10.3M | 0.20% | −187,486−60.6% | Reduced |
| USS Investment Management Ltd | 110,366 | $9.32M | 0.10% | +14,025+14.6% | Added |