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, Q4 2023
Institutional positions in Bank of Montreal as of Dec 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
- 489
- +37 vs. Q3 2023
- Shares held
- 341.5M
- +6.68M (+2.0%) vs. Q3 2023
- Total value
- $33.9B
- +$5.56B (+19.6%) vs. Q3 2023
- New holders
- 77
- 148 more added
- Sold out
- 40
- 172 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 66,193,708 | $6.55B | 1.62% | −1,162,908−1.7% | Reduced |
| Vanguard Group Inc | 28,073,185 | $2.78B | 0.06% | +881,992+3.2% | Added |
| Bank of Montreal | 25,242,430 | $2.52B | 1.36% | −1,466,606−5.5% | Reduced |
| TD Asset Management Inc | 19,225,705 | $1.91B | 1.88% | +3,187,998+19.9% | Added |
| Toronto Dominion Bank | 14,678,185 | $1.45B | 2.11% | +635,592+4.5% | Added |
| Mackenzie Financial Corp | 14,495,589 | $1.44B | 2.16% | +738,579+5.4% | Added |
| Bank of Nova Scotia | 13,927,691 | $1.38B | 2.59% | −856,277−5.8% | Reduced |
| CIBC World Markets Inc. | 13,628,085 | $1.35B | 3.82% | −372,417−2.7% | Reduced |
| National Bank of Canada | 10,195,214 | $998.0M | 1.81% | −1,289,362−11.2% | Reduced |
| FIL Ltd | 9,872,642 | $976.9M | 1.03% | +5,729,145+138.3% | Added |
| CIBC Asset Management Inc | 8,874,517 | $880.9M | 3.30% | +548,284+6.6% | Added |
| Norges Bank | 8,212,584 | $812.6M | 0.14% | +746,874+10.0% | Added |
| Beutel, Goodman & Co Ltd. | 5,755,777 | $572.3M | 3.04% | +690,341+13.6% | Added |
| 1832 Asset Management L.P. | 5,720,115 | $565.9M | 1.07% | −3,467,618−37.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,588,580 | $555.7M | 1.41% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 5,543,938 | $549.4M | 0.33% | +406,108+7.9% | Added |
| Legal & General Group Plc | 4,182,750 | $415.9M | 0.13% | −41,561−1.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,979,960 | $393.8M | 1.84% | +527,935+15.3% | Added |
| Bank of America Corp | 3,617,414 | $357.9M | 0.04% | +1,797,102+98.7% | Added |
| Dimensional Fund Advisors LP | 3,608,868 | $357.1M | 0.10% | +28,547+0.8% | Added |
| FMR LLC | 3,326,646 | $329.2M | 0.03% | +29,517+0.9% | Added |
| Scotia Capital Inc. | 3,278,954 | $324.2M | 2.09% | +98,140+3.1% | Added |
| Fiera Capital Corp | 3,124,872 | $309.2M | 0.95% | +8,011+0.3% | Added |
| JPMorgan Chase & Co | 2,793,835 | $276.4M | 0.03% | −117,722−4.0% | Reduced |
| Geode Capital Management, LLC | 2,765,927 | $275.2M | 0.03% | +138,454+5.3% | Added |
| Goldman Sachs Group Inc | 2,761,595 | $273.2M | 0.06% | +683,022+32.9% | Added |
| Guardian Capital LP | 2,635,504 | $262.1M | 9.40% | +41,547+1.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,273,490 | $225.1M | 0.79% | −860,448−27.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,095,491 | $212.0M | 1.99% | +75,314+3.7% | Added |
| Nuveen Asset Management, LLC | 2,089,642 | $207.8M | 0.07% | +2,089,642 | New |
| Letko, Brosseau & Associates Inc | 2,007,450 | $199.6M | 3.64% | −12,180−0.6% | Reduced |
| Agf Management Ltd | 1,713,527 | $178.8M | 1.05% | +410,428+31.5% | Added |
| British Columbia Investment Management Corp | 1,752,904 | $173.5M | 1.42% | −634,086−26.6% | Reduced |
| Canada Pension Plan Investment Board | 1,716,509 | $170.7M | 0.22% | −4550.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,696,321 | $170.2M | 0.13% | +1,983+0.1% | Added |
| Massachusetts Financial Services Co | 1,548,393 | $153.2M | 0.05% | +42,027+2.8% | Added |
| Alberta Investment Management Corp | 1,456,199 | $144.8M | 1.36% | +86,940+6.3% | Added |
| Newport Trust Co | 1,443,113 | $142.8M | 0.38% | −20,260−1.4% | Reduced |
| Morgan Stanley | 1,273,818 | $126.0M | 0.01% | −481,143−27.4% | Reduced |
| Credit Suisse AG | 1,260,081 | $124.7M | 0.12% | −87,604−6.5% | Reduced |
| Cardinal Capital Management, Inc. | 1,231,314 | $122.2M | 5.79% | −25,477−2.0% | Reduced |
| Addenda Capital Inc. | 848,655 | $111.3M | 4.35% | +104,490+14.0% | Added |
| Clearbridge Investments, LLC | 974,526 | $95.3M | 0.08% | +974,526 | New |
| Invesco Ltd. | 893,546 | $88.4M | 0.02% | −39,637−4.2% | Reduced |
| Bank of New York Mellon Corp | 871,429 | $86.2M | 0.02% | −26,162−2.9% | Reduced |
| Two Sigma Investments, LP | 846,940 | $83.8M | 0.20% | +270,000+46.8% | Added |
| Credential Qtrade Securities Inc. | 804,437 | $79.6M | 4.75% | +3,529+0.4% | Added |
| Value Partners Investments Inc. | 774,910 | $76.8M | 6.14% | +2,616+0.3% | Added |
| Cidel Asset Management Inc | 739,637 | $73.5M | 3.15% | −14,177−1.9% | Reduced |
| Deutsche Bank AG | 735,163 | $72.7M | 0.04% | +17,797+2.5% | Added |
| Amundi | 747,400 | $72.4M | 0.03% | +163,831+28.1% | Added |
| Intact Investment Management Inc. | 726,141 | $71.9M | 2.91% | +82,900+12.9% | Added |
| First Trust Advisors LP | 679,439 | $67.2M | 0.07% | −126,198−15.7% | Reduced |
| Capital International Investors | 610,274 | $60.4M | 0.01% | −7,668−1.2% | Reduced |
| BlackRock Inc. | 596,362 | $59.0M | 0.00% | −12,035−2.0% | Reduced |
| Korea Investment CORP | 581,138 | $58.4M | 0.15% | +87,734+17.8% | Added |
| Triasima Portfolio Management inc. | 486,421 | $48.2M | 3.98% | +77,285+18.9% | Added |
| Bank of Nova Scotia Trust Co | 463,792 | $45.9M | 5.15% | +14,735+3.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 443,839 | $43.9M | 0.78% | +443,839 | New |
| Guardian Capital Advisors LP | 411,276 | $41.1M | 4.28% | −2,712−0.7% | Reduced |
| Great West Life Assurance Co | 412,356 | $40.7M | 0.09% | −72,290−14.9% | Reduced |
| State of Tennessee, Treasury Department | 409,666 | $40.7M | 0.16% | 00.0% | Unchanged |
| Franklin Resources Inc | 317,521 | $31.4M | 0.01% | −815,325−72.0% | Reduced |
| Jarislowsky, Fraser Ltd | 314,414 | $31.3M | 0.18% | −8,855−2.7% | Reduced |
| Pictet Asset Management Holding SA | 313,062 | $31.1M | 0.03% | +7,230+2.4% | Added |
| Northern Trust Corp | 309,488 | $30.6M | 0.01% | −1,853−0.6% | Reduced |
| AMF Pensionsforsakring AB | 299,289 | $30.1M | 0.26% | 00.0% | Unchanged |
| Aviva PLC | 287,268 | $28.5M | 0.10% | −72,959−20.3% | Reduced |
| HSBC Holdings PLC | 276,615 | $27.4M | 0.03% | +8,600+3.2% | Added |
| UBS Group AG | 273,483 | $27.1M | 0.01% | +61,280+28.9% | Added |
| Two Sigma Advisers, LP | 266,098 | $26.3M | 0.06% | +52,100+24.3% | Added |
| Forsta Ap-Fonden | 246,700 | $24.5M | 0.25% | −35,900−12.7% | Reduced |
| Candriam Luxembourg S.C.A. | 231,815 | $23.1M | 0.16% | +137,898+146.8% | Added |
| Russell Investments Group, Ltd. | 227,694 | $22.6M | 0.04% | −14,563−6.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 226,741 | $22.5M | 0.09% | +4,837+2.2% | Added |
| Omers Administration Corp | 219,955 | $21.9M | 0.28% | −2,394,385−91.6% | Reduced |
| Rempart Asset Management Inc. | 215,908 | $21.4M | 4.43% | +6,080+2.9% | Added |
| Waratah Capital Advisors Ltd. | 213,231 | $21.1M | 1.20% | −82,691−27.9% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 207,606 | $20.5M | 1.55% | −4,083−1.9% | Reduced |
| United Services Automobile Association | 206,115 | $20.4M | 0.45% | +2,254+1.1% | Added |
| Twin Tree Management, LP | 204,569 | $20.2M | 0.37% | +124,256+154.7% | Added |
| Jane Street Group, LLC | 195,106 | $19.3M | 0.02% | +63,169+47.9% | Added |
| Dorchester Wealth Management Co | 186,750 | $18.4M | 3.40% | +3,489+1.9% | Added |
| Citadel Advisors LLC | 175,985 | $17.4M | 0.02% | +118,849+208.0% | Added |
| Citigroup Inc | 172,103 | $17.1M | 0.02% | −14,222−7.6% | Reduced |
| Pinnacle Financial Partners Inc | 169,949 | $16.8M | 0.40% | −1,768−1.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 165,281 | $16.4M | 1.61% | −112,833−40.6% | Reduced |
| Public Sector Pension Investment Board | 161,136 | $16.0M | 0.12% | −26,871−14.3% | Reduced |
| Neuberger Berman Group LLC | 159,904 | $15.9M | 0.01% | +1,296+0.8% | Added |
| Burgundy Asset Management Ltd. | 160,000 | $15.9M | 0.18% | +10,000+6.7% | Added |
| DekaBank Deutsche Girozentrale | 161,035 | $15.8M | 0.03% | −16,959−9.5% | Reduced |
| Investment Management Corp of Ontario | 152,688 | $15.1M | 0.37% | +64,000+72.2% | Added |
| O'Shaughnessy Asset Management, LLC | 143,664 | $14.2M | 0.19% | +3,343+2.4% | Added |
| Vontobel Holding Ltd. | 138,921 | $13.7M | 0.12% | −62,396−31.0% | Reduced |
| Portland Investment Counsel Inc. | 136,997 | $13.6M | 4.85% | −86,215−38.6% | Reduced |
| Voloridge Investment Management, LLC | 136,595 | $13.5M | 0.05% | +67,330+97.2% | Added |
| American Century Companies Inc | 121,354 | $12.0M | 0.01% | +11,009+10.0% | Added |
| Capital International Inc | 121,062 | $12.0M | 0.19% | −581−0.5% | Reduced |
| Northwest & Ethical Investments L.P. | 119,143 | $11.8M | 0.36% | +34,440+40.7% | Added |
| St Germain D J Co Inc | 114,668 | $11.3M | 0.59% | −8,955−7.2% | Reduced |