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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 159,904 | $15.9M | 0.01% | +1,296+0.8% | Added |
| Public Sector Pension Investment Board | 161,136 | $16.0M | 0.12% | −26,871−14.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 165,281 | $16.4M | 1.61% | −112,833−40.6% | Reduced |
| Pinnacle Financial Partners Inc | 169,949 | $16.8M | 0.40% | −1,768−1.0% | Reduced |
| Citigroup Inc | 172,103 | $17.1M | 0.02% | −14,222−7.6% | Reduced |
| Citadel Advisors LLC | 175,985 | $17.4M | 0.02% | +118,849+208.0% | Added |
| Dorchester Wealth Management Co | 186,750 | $18.4M | 3.40% | +3,489+1.9% | Added |
| Jane Street Group, LLC | 195,106 | $19.3M | 0.02% | +63,169+47.9% | Added |
| Twin Tree Management, LP | 204,569 | $20.2M | 0.37% | +124,256+154.7% | Added |
| United Services Automobile Association | 206,115 | $20.4M | 0.45% | +2,254+1.1% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 207,606 | $20.5M | 1.55% | −4,083−1.9% | Reduced |
| Waratah Capital Advisors Ltd. | 213,231 | $21.1M | 1.20% | −82,691−27.9% | Reduced |
| Rempart Asset Management Inc. | 215,908 | $21.4M | 4.43% | +6,080+2.9% | Added |
| Omers Administration Corp | 219,955 | $21.9M | 0.28% | −2,394,385−91.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 226,741 | $22.5M | 0.09% | +4,837+2.2% | Added |
| Russell Investments Group, Ltd. | 227,694 | $22.6M | 0.04% | −14,563−6.0% | Reduced |
| Candriam Luxembourg S.C.A. | 231,815 | $23.1M | 0.16% | +137,898+146.8% | Added |
| Forsta Ap-Fonden | 246,700 | $24.5M | 0.25% | −35,900−12.7% | Reduced |
| Two Sigma Advisers, LP | 266,098 | $26.3M | 0.06% | +52,100+24.3% | Added |
| UBS Group AG | 273,483 | $27.1M | 0.01% | +61,280+28.9% | Added |
| HSBC Holdings PLC | 276,615 | $27.4M | 0.03% | +8,600+3.2% | Added |
| Aviva PLC | 287,268 | $28.5M | 0.10% | −72,959−20.3% | Reduced |
| AMF Pensionsforsakring AB | 299,289 | $30.1M | 0.26% | 00.0% | Unchanged |
| Northern Trust Corp | 309,488 | $30.6M | 0.01% | −1,853−0.6% | Reduced |
| Pictet Asset Management Holding SA | 313,062 | $31.1M | 0.03% | +7,230+2.4% | Added |
| Jarislowsky, Fraser Ltd | 314,414 | $31.3M | 0.18% | −8,855−2.7% | Reduced |
| Franklin Resources Inc | 317,521 | $31.4M | 0.01% | −815,325−72.0% | Reduced |
| State of Tennessee, Treasury Department | 409,666 | $40.7M | 0.16% | 00.0% | Unchanged |
| Great West Life Assurance Co | 412,356 | $40.7M | 0.09% | −72,290−14.9% | Reduced |
| Guardian Capital Advisors LP | 411,276 | $41.1M | 4.28% | −2,712−0.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 443,839 | $43.9M | 0.78% | +443,839 | New |
| Bank of Nova Scotia Trust Co | 463,792 | $45.9M | 5.15% | +14,735+3.3% | Added |
| Triasima Portfolio Management inc. | 486,421 | $48.2M | 3.98% | +77,285+18.9% | Added |
| Korea Investment CORP | 581,138 | $58.4M | 0.15% | +87,734+17.8% | Added |
| BlackRock Inc. | 596,362 | $59.0M | 0.00% | −12,035−2.0% | Reduced |
| Capital International Investors | 610,274 | $60.4M | 0.01% | −7,668−1.2% | Reduced |
| First Trust Advisors LP | 679,439 | $67.2M | 0.07% | −126,198−15.7% | Reduced |
| Intact Investment Management Inc. | 726,141 | $71.9M | 2.91% | +82,900+12.9% | Added |
| Amundi | 747,400 | $72.4M | 0.03% | +163,831+28.1% | Added |
| Deutsche Bank AG | 735,163 | $72.7M | 0.04% | +17,797+2.5% | Added |
| Cidel Asset Management Inc | 739,637 | $73.5M | 3.15% | −14,177−1.9% | Reduced |
| Value Partners Investments Inc. | 774,910 | $76.8M | 6.14% | +2,616+0.3% | Added |
| Credential Qtrade Securities Inc. | 804,437 | $79.6M | 4.75% | +3,529+0.4% | Added |
| Two Sigma Investments, LP | 846,940 | $83.8M | 0.20% | +270,000+46.8% | Added |
| Bank of New York Mellon Corp | 871,429 | $86.2M | 0.02% | −26,162−2.9% | Reduced |
| Invesco Ltd. | 893,546 | $88.4M | 0.02% | −39,637−4.2% | Reduced |
| Clearbridge Investments, LLC | 974,526 | $95.3M | 0.08% | +974,526 | New |
| Addenda Capital Inc. | 848,655 | $111.3M | 4.35% | +104,490+14.0% | Added |
| Cardinal Capital Management, Inc. | 1,231,314 | $122.2M | 5.79% | −25,477−2.0% | Reduced |
| Credit Suisse AG | 1,260,081 | $124.7M | 0.12% | −87,604−6.5% | Reduced |
| Morgan Stanley | 1,273,818 | $126.0M | 0.01% | −481,143−27.4% | Reduced |
| Newport Trust Co | 1,443,113 | $142.8M | 0.38% | −20,260−1.4% | Reduced |
| Alberta Investment Management Corp | 1,456,199 | $144.8M | 1.36% | +86,940+6.3% | Added |
| Massachusetts Financial Services Co | 1,548,393 | $153.2M | 0.05% | +42,027+2.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,696,321 | $170.2M | 0.13% | +1,983+0.1% | Added |
| Canada Pension Plan Investment Board | 1,716,509 | $170.7M | 0.22% | −4550.0% | Reduced |
| British Columbia Investment Management Corp | 1,752,904 | $173.5M | 1.42% | −634,086−26.6% | Reduced |
| Agf Management Ltd | 1,713,527 | $178.8M | 1.05% | +410,428+31.5% | Added |
| Letko, Brosseau & Associates Inc | 2,007,450 | $199.6M | 3.64% | −12,180−0.6% | Reduced |
| Nuveen Asset Management, LLC | 2,089,642 | $207.8M | 0.07% | +2,089,642 | New |
| Federation des caisses Desjardins du Quebec | 2,095,491 | $212.0M | 1.99% | +75,314+3.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,273,490 | $225.1M | 0.79% | −860,448−27.5% | Reduced |
| Guardian Capital LP | 2,635,504 | $262.1M | 9.40% | +41,547+1.6% | Added |
| Goldman Sachs Group Inc | 2,761,595 | $273.2M | 0.06% | +683,022+32.9% | Added |
| Geode Capital Management, LLC | 2,765,927 | $275.2M | 0.03% | +138,454+5.3% | Added |
| JPMorgan Chase & Co | 2,793,835 | $276.4M | 0.03% | −117,722−4.0% | Reduced |
| Fiera Capital Corp | 3,124,872 | $309.2M | 0.95% | +8,011+0.3% | Added |
| Scotia Capital Inc. | 3,278,954 | $324.2M | 2.09% | +98,140+3.1% | Added |
| FMR LLC | 3,326,646 | $329.2M | 0.03% | +29,517+0.9% | Added |
| Dimensional Fund Advisors LP | 3,608,868 | $357.1M | 0.10% | +28,547+0.8% | Added |
| Bank of America Corp | 3,617,414 | $357.9M | 0.04% | +1,797,102+98.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,979,960 | $393.8M | 1.84% | +527,935+15.3% | Added |
| Legal & General Group Plc | 4,182,750 | $415.9M | 0.13% | −41,561−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 5,543,938 | $549.4M | 0.33% | +406,108+7.9% | Added |
| Caisse de Depot Et Placement du Quebec | 5,588,580 | $555.7M | 1.41% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 5,720,115 | $565.9M | 1.07% | −3,467,618−37.7% | Reduced |
| Beutel, Goodman & Co Ltd. | 5,755,777 | $572.3M | 3.04% | +690,341+13.6% | Added |
| Norges Bank | 8,212,584 | $812.6M | 0.14% | +746,874+10.0% | Added |
| CIBC Asset Management Inc | 8,874,517 | $880.9M | 3.30% | +548,284+6.6% | Added |
| FIL Ltd | 9,872,642 | $976.9M | 1.03% | +5,729,145+138.3% | Added |
| National Bank of Canada | 10,195,214 | $998.0M | 1.81% | −1,289,362−11.2% | Reduced |
| CIBC World Markets Inc. | 13,628,085 | $1.35B | 3.82% | −372,417−2.7% | Reduced |
| Bank of Nova Scotia | 13,927,691 | $1.38B | 2.59% | −856,277−5.8% | Reduced |
| Mackenzie Financial Corp | 14,495,589 | $1.44B | 2.16% | +738,579+5.4% | Added |
| Toronto Dominion Bank | 14,678,185 | $1.45B | 2.11% | +635,592+4.5% | Added |
| TD Asset Management Inc | 19,225,705 | $1.91B | 1.88% | +3,187,998+19.9% | Added |
| Bank of Montreal | 25,242,430 | $2.52B | 1.36% | −1,466,606−5.5% | Reduced |
| Vanguard Group Inc | 28,073,185 | $2.78B | 0.06% | +881,992+3.2% | Added |
| Royal Bank of Canada | 66,193,708 | $6.55B | 1.62% | −1,162,908−1.7% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −235,230−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −230,253−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −156,804−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −49,583−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −30,168−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −13,384−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −13,159−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,749−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,682−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |