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 |
|---|---|---|---|---|---|
| Gluskin Sheff & Assoc Inc | 146,581 | $14.3M | 1.43% | −18,700−11.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 146,583 | $14.3M | 0.16% | +2,919+2.0% | Added |
| Citigroup Inc | 148,901 | $14.5M | 0.02% | −23,202−13.5% | Reduced |
| K.J. Harrison & Partners Inc | 155,510 | $15.2M | 2.35% | +73,781+90.3% | Added |
| Burgundy Asset Management Ltd. | 160,000 | $15.6M | 0.16% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 160,500 | $15.7M | 0.13% | −86,200−34.9% | Reduced |
| Capital International Inc | 165,819 | $16.2M | 0.22% | +44,757+37.0% | Added |
| Genus Capital Management Inc. | 169,616 | $16.6M | 2.15% | +169,616 | New |
| Mn Services Vermogensbeheer B.V. | 170,200 | $16.6M | 0.12% | +170,200 | New |
| Pinnacle Financial Partners Inc | 176,135 | $17.2M | 0.37% | +6,186+3.6% | Added |
| Russell Investments Group, Ltd. | 180,246 | $17.6M | 0.03% | −47,448−20.8% | Reduced |
| Dorchester Wealth Management Co | 183,672 | $17.8M | 3.21% | −3,078−1.6% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 207,177 | $20.2M | 1.50% | −429−0.2% | Reduced |
| Omers Administration Corp | 219,955 | $21.5M | 0.25% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 222,798 | $21.8M | 0.05% | −43,300−16.3% | Reduced |
| Rempart Asset Management Inc. | 222,893 | $21.8M | 4.18% | +6,985+3.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 231,354 | $22.6M | 0.08% | +4,613+2.0% | Added |
| Varma Mutual Pension Insurance Co | 238,400 | $23.3M | 0.20% | +238,400 | New |
| Cidel Asset Management Inc | 261,505 | $25.6M | 1.94% | −478,132−64.6% | Reduced |
| UBS Group AG | 265,888 | $26.0M | 0.01% | −7,595−2.8% | Reduced |
| Waratah Capital Advisors Ltd. | 269,269 | $26.3M | 1.35% | +56,038+26.3% | Added |
| Aviva PLC | 288,587 | $28.2M | 0.09% | +1,319+0.5% | Added |
| AMF Pensionsforsakring AB | 299,289 | $29.3M | 0.22% | 00.0% | Unchanged |
| HSBC Holdings PLC | 306,830 | $30.0M | 0.02% | +30,215+10.9% | Added |
| Northern Trust Corp | 307,914 | $30.1M | 0.01% | −1,574−0.5% | Reduced |
| Pictet Asset Management Holding SA | 306,861 | $30.1M | 0.03% | −6,201−2.0% | Reduced |
| Franklin Resources Inc | 322,554 | $31.5M | 0.01% | +5,033+1.6% | Added |
| Guardian Capital Advisors LP | 404,195 | $37.3M | 4.02% | −7,081−1.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 385,939 | $37.7M | 0.88% | −57,900−13.0% | Reduced |
| Great West Life Assurance Co | 390,695 | $38.2M | 0.08% | −21,661−5.3% | Reduced |
| Jane Street Group, LLC | 404,051 | $39.5M | 0.05% | +208,945+107.1% | Added |
| State of Tennessee, Treasury Department | 409,666 | $40.0M | 0.15% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 467,380 | $45.7M | 4.91% | +3,588+0.8% | Added |
| Triasima Portfolio Management inc. | 469,700 | $45.9M | 3.85% | −16,721−3.4% | Reduced |
| Korea Investment CORP | 522,268 | $51.0M | 0.13% | −58,870−10.1% | Reduced |
| Amundi | 628,093 | $57.2M | 0.02% | −119,307−16.0% | Reduced |
| First Trust Advisors LP | 606,720 | $59.3M | 0.06% | −72,719−10.7% | Reduced |
| Capital International Investors | 615,949 | $60.1M | 0.01% | +5,675+0.9% | Added |
| BlackRock Inc. | 622,247 | $60.8M | 0.00% | +25,885+4.3% | Added |
| Bank of New York Mellon Corp | 700,294 | $68.4M | 0.01% | −171,135−19.6% | Reduced |
| Value Partners Investments Inc. | 759,153 | $74.1M | 6.06% | −15,757−2.0% | Reduced |
| Deutsche Bank AG | 766,040 | $74.8M | 0.03% | +30,877+4.2% | Added |
| Intact Investment Management Inc. | 785,511 | $76.7M | 3.02% | +59,370+8.2% | Added |
| Two Sigma Investments, LP | 803,140 | $78.5M | 0.19% | −43,800−5.2% | Reduced |
| Invesco Ltd. | 925,689 | $90.4M | 0.02% | +32,143+3.6% | Added |
| Credential Qtrade Securities Inc. | 950,068 | $92.8M | 4.98% | +145,631+18.1% | Added |
| Clearbridge Investments, LLC | 959,600 | $93.7M | 0.07% | −14,926−1.5% | Reduced |
| Addenda Capital Inc. | 897,240 | $118.7M | 4.51% | +48,585+5.7% | Added |
| Credit Suisse AG | 1,229,335 | $120.1M | 0.12% | −30,746−2.4% | Reduced |
| Cardinal Capital Management, Inc. | 1,233,075 | $120.5M | 5.35% | +1,761+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,364,384 | $133.3M | 0.47% | −909,106−40.0% | Reduced |
| Newport Trust Co | 1,396,886 | $136.4M | 0.37% | −46,227−3.2% | Reduced |
| Morgan Stanley | 1,450,678 | $141.7M | 0.01% | +176,860+13.9% | Added |
| Alberta Investment Management Corp | 1,556,199 | $152.1M | 1.54% | +100,000+6.9% | Added |
| Massachusetts Financial Services Co | 1,581,231 | $154.5M | 0.05% | +32,838+2.1% | Added |
| Agf Management Ltd | 1,764,620 | $161.6M | 0.90% | +51,093+3.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,709,247 | $167.0M | 0.11% | +12,926+0.8% | Added |
| Canada Pension Plan Investment Board | 1,983,628 | $193.9M | 0.20% | +267,119+15.6% | Added |
| Letko, Brosseau & Associates Inc | 2,010,348 | $196.5M | 3.42% | +2,898+0.1% | Added |
| British Columbia Investment Management Corp | 2,035,244 | $198.8M | 1.37% | +282,340+16.1% | Added |
| Bank of America Corp | 2,048,205 | $200.1M | 0.02% | −1,569,209−43.4% | Reduced |
| Nuveen Asset Management, LLC | 2,238,475 | $218.8M | 0.06% | +148,833+7.1% | Added |
| Guardian Capital LP | 2,632,909 | $257.3M | 8.97% | −2,595−0.1% | Reduced |
| Geode Capital Management, LLC | 2,850,142 | $279.7M | 0.03% | +84,215+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 2,136,109 | $281.9M | 2.04% | +40,618+1.9% | Added |
| JPMorgan Chase & Co | 2,917,993 | $285.0M | 0.03% | +124,158+4.4% | Added |
| TD Waterhouse Canada Inc. | 2,271,784 | $296.4M | 2.22% | +2,271,784 | New |
| Capital Research Global Investors | 3,146,828 | $307.2M | 0.07% | +3,146,828 | New |
| Fiera Capital Corp | 3,334,320 | $325.7M | 0.95% | +209,448+6.7% | Added |
| Scotia Capital Inc. | 3,408,562 | $332.7M | 1.98% | +129,608+4.0% | Added |
| FMR LLC | 3,468,623 | $338.7M | 0.02% | +141,977+4.3% | Added |
| Dimensional Fund Advisors LP | 3,606,334 | $352.3M | 0.10% | −2,534−0.1% | Reduced |
| Jarislowsky, Fraser Ltd | 3,827,130 | $374.0M | 2.15% | +3,512,716+1,117.2% | Added |
| Legal & General Group Plc | 4,187,204 | $409.0M | 0.12% | +4,454+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,453,044 | $435.0M | 1.87% | +473,084+11.9% | Added |
| Goldman Sachs Group Inc | 4,503,324 | $439.9M | 0.09% | +1,741,729+63.1% | Added |
| Manufacturers Life Insurance Company, The | 4,864,624 | $475.1M | 0.44% | −679,314−12.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,558,955 | $543.3M | 1.31% | −29,625−0.5% | Reduced |
| Beutel, Goodman & Co Ltd. | 5,694,687 | $556.5M | 2.87% | −61,090−1.1% | Reduced |
| 1832 Asset Management L.P. | 6,848,396 | $669.0M | 1.22% | +1,128,281+19.7% | Added |
| Norges Bank | 7,362,372 | $719.1M | 0.11% | −850,212−10.4% | Reduced |
| CIBC Asset Management Inc | 9,052,109 | $884.0M | 3.07% | +177,592+2.0% | Added |
| FIL Ltd | 9,873,335 | $964.0M | 0.96% | +6930.0% | Added |
| Bank of Nova Scotia | 11,562,814 | $1.13B | 2.28% | −2,364,877−17.0% | Reduced |
| Toronto Dominion Bank | 12,775,715 | $1.25B | 1.96% | −1,902,470−13.0% | Reduced |
| Mackenzie Financial Corp | 13,143,397 | $1.28B | 1.86% | −1,352,192−9.3% | Reduced |
| National Bank of Canada | 14,069,787 | $1.32B | 2.29% | +3,874,573+38.0% | Added |
| CIBC World Markets Inc. | 15,066,307 | $1.47B | 3.78% | +1,438,222+10.6% | Added |
| TD Asset Management Inc | 18,932,889 | $1.85B | 1.72% | −292,816−1.5% | Reduced |
| Bank of Montreal | 25,807,892 | $2.49B | 1.29% | +565,462+2.2% | Added |
| Vanguard Group Inc | 28,617,952 | $2.80B | 0.06% | +544,767+1.9% | Added |
| Royal Bank of Canada | 63,706,340 | $6.22B | 1.52% | −2,487,368−3.8% | Reduced |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −204,569−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −85,556−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −66,272−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −34,529−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −32,605−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −32,175−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −28,475−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −17,275−100.0% | Sold out |