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, Q1 2024
Institutional positions in Bank of Montreal as of Mar 31, 2024. 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
- 492
- +8 vs. Q4 2023
- Shares held
- 348.7M
- +7.12M (+2.1%) vs. Q4 2023
- Total value
- $34.1B
- +$253.0M (+0.7%) vs. Q4 2023
- New holders
- 52
- 179 more added
- Sold out
- 44
- 148 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 63,706,340 | $6.22B | 1.52% | −2,487,368−3.8% | Reduced |
| Vanguard Group Inc | 28,617,952 | $2.80B | 0.06% | +544,767+1.9% | Added |
| Bank of Montreal | 25,807,892 | $2.49B | 1.29% | +565,462+2.2% | Added |
| TD Asset Management Inc | 18,932,889 | $1.85B | 1.72% | −292,816−1.5% | Reduced |
| CIBC World Markets Inc. | 15,066,307 | $1.47B | 3.78% | +1,438,222+10.6% | Added |
| National Bank of Canada | 14,069,787 | $1.32B | 2.29% | +3,874,573+38.0% | Added |
| Mackenzie Financial Corp | 13,143,397 | $1.28B | 1.86% | −1,352,192−9.3% | Reduced |
| Toronto Dominion Bank | 12,775,715 | $1.25B | 1.96% | −1,902,470−13.0% | Reduced |
| Bank of Nova Scotia | 11,562,814 | $1.13B | 2.28% | −2,364,877−17.0% | Reduced |
| FIL Ltd | 9,873,335 | $964.0M | 0.96% | +6930.0% | Added |
| CIBC Asset Management Inc | 9,052,109 | $884.0M | 3.07% | +177,592+2.0% | Added |
| Norges Bank | 7,362,372 | $719.1M | 0.11% | −850,212−10.4% | Reduced |
| 1832 Asset Management L.P. | 6,848,396 | $669.0M | 1.22% | +1,128,281+19.7% | Added |
| Beutel, Goodman & Co Ltd. | 5,694,687 | $556.5M | 2.87% | −61,090−1.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,558,955 | $543.3M | 1.31% | −29,625−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 4,864,624 | $475.1M | 0.44% | −679,314−12.3% | Reduced |
| Goldman Sachs Group Inc | 4,503,324 | $439.9M | 0.09% | +1,741,729+63.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,453,044 | $435.0M | 1.87% | +473,084+11.9% | Added |
| Legal & General Group Plc | 4,187,204 | $409.0M | 0.12% | +4,454+0.1% | Added |
| Jarislowsky, Fraser Ltd | 3,827,130 | $374.0M | 2.15% | +3,512,716+1,117.2% | Added |
| Dimensional Fund Advisors LP | 3,606,334 | $352.3M | 0.10% | −2,534−0.1% | Reduced |
| FMR LLC | 3,468,623 | $338.7M | 0.02% | +141,977+4.3% | Added |
| Scotia Capital Inc. | 3,408,562 | $332.7M | 1.98% | +129,608+4.0% | Added |
| Fiera Capital Corp | 3,334,320 | $325.7M | 0.95% | +209,448+6.7% | Added |
| Capital Research Global Investors | 3,146,828 | $307.2M | 0.07% | +3,146,828 | New |
| TD Waterhouse Canada Inc. | 2,271,784 | $296.4M | 2.22% | +2,271,784 | New |
| JPMorgan Chase & Co | 2,917,993 | $285.0M | 0.03% | +124,158+4.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,136,109 | $281.9M | 2.04% | +40,618+1.9% | Added |
| Geode Capital Management, LLC | 2,850,142 | $279.7M | 0.03% | +84,215+3.0% | Added |
| Guardian Capital LP | 2,632,909 | $257.3M | 8.97% | −2,595−0.1% | Reduced |
| Nuveen Asset Management, LLC | 2,238,475 | $218.8M | 0.06% | +148,833+7.1% | Added |
| Bank of America Corp | 2,048,205 | $200.1M | 0.02% | −1,569,209−43.4% | Reduced |
| British Columbia Investment Management Corp | 2,035,244 | $198.8M | 1.37% | +282,340+16.1% | Added |
| Letko, Brosseau & Associates Inc | 2,010,348 | $196.5M | 3.42% | +2,898+0.1% | Added |
| Canada Pension Plan Investment Board | 1,983,628 | $193.9M | 0.20% | +267,119+15.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,709,247 | $167.0M | 0.11% | +12,926+0.8% | Added |
| Agf Management Ltd | 1,764,620 | $161.6M | 0.90% | +51,093+3.0% | Added |
| Massachusetts Financial Services Co | 1,581,231 | $154.5M | 0.05% | +32,838+2.1% | Added |
| Alberta Investment Management Corp | 1,556,199 | $152.1M | 1.54% | +100,000+6.9% | Added |
| Morgan Stanley | 1,450,678 | $141.7M | 0.01% | +176,860+13.9% | Added |
| Newport Trust Co | 1,396,886 | $136.4M | 0.37% | −46,227−3.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,364,384 | $133.3M | 0.47% | −909,106−40.0% | Reduced |
| Cardinal Capital Management, Inc. | 1,233,075 | $120.5M | 5.35% | +1,761+0.1% | Added |
| Credit Suisse AG | 1,229,335 | $120.1M | 0.12% | −30,746−2.4% | Reduced |
| Addenda Capital Inc. | 897,240 | $118.7M | 4.51% | +48,585+5.7% | Added |
| Clearbridge Investments, LLC | 959,600 | $93.7M | 0.07% | −14,926−1.5% | Reduced |
| Credential Qtrade Securities Inc. | 950,068 | $92.8M | 4.98% | +145,631+18.1% | Added |
| Invesco Ltd. | 925,689 | $90.4M | 0.02% | +32,143+3.6% | Added |
| Two Sigma Investments, LP | 803,140 | $78.5M | 0.19% | −43,800−5.2% | Reduced |
| Intact Investment Management Inc. | 785,511 | $76.7M | 3.02% | +59,370+8.2% | Added |
| Deutsche Bank AG | 766,040 | $74.8M | 0.03% | +30,877+4.2% | Added |
| Value Partners Investments Inc. | 759,153 | $74.1M | 6.06% | −15,757−2.0% | Reduced |
| Bank of New York Mellon Corp | 700,294 | $68.4M | 0.01% | −171,135−19.6% | Reduced |
| BlackRock Inc. | 622,247 | $60.8M | 0.00% | +25,885+4.3% | Added |
| Capital International Investors | 615,949 | $60.1M | 0.01% | +5,675+0.9% | Added |
| First Trust Advisors LP | 606,720 | $59.3M | 0.06% | −72,719−10.7% | Reduced |
| Amundi | 628,093 | $57.2M | 0.02% | −119,307−16.0% | Reduced |
| Korea Investment CORP | 522,268 | $51.0M | 0.13% | −58,870−10.1% | Reduced |
| Triasima Portfolio Management inc. | 469,700 | $45.9M | 3.85% | −16,721−3.4% | Reduced |
| Bank of Nova Scotia Trust Co | 467,380 | $45.7M | 4.91% | +3,588+0.8% | Added |
| State of Tennessee, Treasury Department | 409,666 | $40.0M | 0.15% | 00.0% | Unchanged |
| Jane Street Group, LLC | 404,051 | $39.5M | 0.05% | +208,945+107.1% | Added |
| Great West Life Assurance Co | 390,695 | $38.2M | 0.08% | −21,661−5.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 385,939 | $37.7M | 0.88% | −57,900−13.0% | Reduced |
| Guardian Capital Advisors LP | 404,195 | $37.3M | 4.02% | −7,081−1.7% | Reduced |
| Franklin Resources Inc | 322,554 | $31.5M | 0.01% | +5,033+1.6% | Added |
| Pictet Asset Management Holding SA | 306,861 | $30.1M | 0.03% | −6,201−2.0% | Reduced |
| Northern Trust Corp | 307,914 | $30.1M | 0.01% | −1,574−0.5% | Reduced |
| HSBC Holdings PLC | 306,830 | $30.0M | 0.02% | +30,215+10.9% | Added |
| AMF Pensionsforsakring AB | 299,289 | $29.3M | 0.22% | 00.0% | Unchanged |
| Aviva PLC | 288,587 | $28.2M | 0.09% | +1,319+0.5% | Added |
| Waratah Capital Advisors Ltd. | 269,269 | $26.3M | 1.35% | +56,038+26.3% | Added |
| UBS Group AG | 265,888 | $26.0M | 0.01% | −7,595−2.8% | Reduced |
| Cidel Asset Management Inc | 261,505 | $25.6M | 1.94% | −478,132−64.6% | Reduced |
| Varma Mutual Pension Insurance Co | 238,400 | $23.3M | 0.20% | +238,400 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 231,354 | $22.6M | 0.08% | +4,613+2.0% | Added |
| Rempart Asset Management Inc. | 222,893 | $21.8M | 4.18% | +6,985+3.2% | Added |
| Two Sigma Advisers, LP | 222,798 | $21.8M | 0.05% | −43,300−16.3% | Reduced |
| Omers Administration Corp | 219,955 | $21.5M | 0.25% | 00.0% | Unchanged |
| Scheer, Rowlett & Associates Investment Management Ltd. | 207,177 | $20.2M | 1.50% | −429−0.2% | Reduced |
| Dorchester Wealth Management Co | 183,672 | $17.8M | 3.21% | −3,078−1.6% | Reduced |
| Russell Investments Group, Ltd. | 180,246 | $17.6M | 0.03% | −47,448−20.8% | Reduced |
| Pinnacle Financial Partners Inc | 176,135 | $17.2M | 0.37% | +6,186+3.6% | Added |
| Mn Services Vermogensbeheer B.V. | 170,200 | $16.6M | 0.12% | +170,200 | New |
| Genus Capital Management Inc. | 169,616 | $16.6M | 2.15% | +169,616 | New |
| Capital International Inc | 165,819 | $16.2M | 0.22% | +44,757+37.0% | Added |
| Forsta Ap-Fonden | 160,500 | $15.7M | 0.13% | −86,200−34.9% | Reduced |
| Burgundy Asset Management Ltd. | 160,000 | $15.6M | 0.16% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 155,510 | $15.2M | 2.35% | +73,781+90.3% | Added |
| Citigroup Inc | 148,901 | $14.5M | 0.02% | −23,202−13.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 146,583 | $14.3M | 0.16% | +2,919+2.0% | Added |
| Gluskin Sheff & Assoc Inc | 146,581 | $14.3M | 1.43% | −18,700−11.3% | Reduced |
| DekaBank Deutsche Girozentrale | 144,907 | $13.9M | 0.03% | −16,128−10.0% | Reduced |
| Neuberger Berman Group LLC | 141,598 | $13.8M | 0.01% | −18,306−11.4% | Reduced |
| Vontobel Holding Ltd. | 133,124 | $13.0M | 0.10% | −5,797−4.2% | Reduced |
| American Century Companies Inc | 133,157 | $13.0M | 0.01% | +11,803+9.7% | Added |
| Voloridge Investment Management, LLC | 132,190 | $12.9M | 0.05% | −4,405−3.2% | Reduced |
| Van Eck Associates Corp | 128,969 | $12.6M | 0.02% | +20,599+19.0% | Added |
| Stifel Financial Corp | 128,888 | $12.6M | 0.01% | +75,109+139.7% | Added |
| Investment Management Corp of Ontario | 125,531 | $12.3M | 0.36% | −27,157−17.8% | Reduced |