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, Q2 2024
Institutional positions in Bank of Montreal as of Jun 30, 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
- 477
- −10 vs. Q1 2024
- Shares held
- 352.0M
- +5.51M (+1.6%) vs. Q1 2024
- Total value
- $29.5B
- −$4.40B (−13.0%) vs. Q1 2024
- New holders
- 53
- 157 more added
- Sold out
- 63
- 172 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 57,771,994 | $4.84B | 1.17% | −5,934,346−9.3% | Reduced |
| Vanguard Group Inc | 29,323,881 | $2.46B | 0.05% | +705,929+2.5% | Added |
| Bank of Montreal | 27,335,619 | $2.32B | 1.17% | +1,527,727+5.9% | Added |
| TD Asset Management Inc | 18,712,589 | $1.57B | 1.46% | −220,300−1.2% | Reduced |
| CIBC World Markets Inc. | 17,434,305 | $1.46B | 3.63% | +2,367,998+15.7% | Added |
| National Bank of Canada | 14,761,836 | $1.23B | 1.94% | +692,049+4.9% | Added |
| Bank of Nova Scotia | 12,114,641 | $1.02B | 1.99% | +551,827+4.8% | Added |
| Mackenzie Financial Corp | 11,415,977 | $958.3M | 1.42% | −1,727,420−13.1% | Reduced |
| Toronto Dominion Bank | 10,277,845 | $861.8M | 1.38% | −2,497,870−19.6% | Reduced |
| FIL Ltd | 9,550,708 | $801.7M | 0.79% | −322,627−3.3% | Reduced |
| Norges Bank | 8,635,939 | $724.9M | 0.11% | +1,273,567+17.3% | Added |
| CIBC Asset Management Inc | 8,160,044 | $684.5M | 2.44% | −892,065−9.9% | Reduced |
| 1832 Asset Management L.P. | 7,312,320 | $613.1M | 1.11% | +463,924+6.8% | Added |
| Federation des caisses Desjardins du Quebec | 5,999,840 | $506.3M | 2.72% | +3,863,731+180.9% | Added |
| Beutel, Goodman & Co Ltd. | 5,648,643 | $474.0M | 2.52% | −46,044−0.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $454.8M | 1.10% | −139,388−2.5% | Reduced |
| Jarislowsky, Fraser Ltd | 5,239,662 | $439.7M | 2.67% | +1,412,532+36.9% | Added |
| British Columbia Investment Management Corp | 4,851,629 | $407.3M | 2.46% | +2,816,385+138.4% | Added |
| Manufacturers Life Insurance Company, The | 4,678,400 | $392.1M | 0.37% | −186,224−3.8% | Reduced |
| FMR LLC | 4,420,924 | $371.1M | 0.02% | +952,301+27.5% | Added |
| Bank of America Corp | 4,406,138 | $369.5M | 0.04% | +2,357,933+115.1% | Added |
| Legal & General Group Plc | 4,096,221 | $343.8M | 0.10% | −90,983−2.2% | Reduced |
| Dimensional Fund Advisors LP | 3,519,277 | $295.1M | 0.08% | −87,057−2.4% | Reduced |
| Scotia Capital Inc. | 3,419,582 | $286.3M | 1.68% | +11,020+0.3% | Added |
| Fiera Capital Corp | 3,403,431 | $285.8M | 0.89% | +69,111+2.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,266,394 | $274.2M | 1.15% | −1,186,650−26.6% | Reduced |
| JPMorgan Chase & Co | 3,183,213 | $266.9M | 0.02% | +265,220+9.1% | Added |
| Geode Capital Management, LLC | 3,014,383 | $254.9M | 0.02% | +164,241+5.8% | Added |
| Goldman Sachs Group Inc | 2,878,674 | $241.4M | 0.05% | −1,624,650−36.1% | Reduced |
| Guardian Capital LP | 2,565,324 | $215.3M | 8.12% | −67,585−2.6% | Reduced |
| Canada Pension Plan Investment Board | 2,562,628 | $215.1M | 0.21% | +579,000+29.2% | Added |
| TD Waterhouse Canada Inc. | 2,315,938 | $194.7M | 1.75% | +44,154+1.9% | Added |
| Alberta Investment Management Corp | 2,074,879 | $174.1M | 1.84% | +518,680+33.3% | Added |
| Letko, Brosseau & Associates Inc | 1,944,266 | $163.2M | 3.09% | −66,082−3.3% | Reduced |
| Agf Management Ltd | 1,799,287 | $158.8M | 0.88% | +34,667+2.0% | Added |
| Morgan Stanley | 1,787,554 | $149.9M | 0.01% | +336,876+23.2% | Added |
| Charles Schwab Investment Management Inc | 1,745,422 | $146.5M | 0.03% | +1,745,422 | New |
| Massachusetts Financial Services Co | 1,629,370 | $136.6M | 0.04% | +48,139+3.0% | Added |
| Nuveen Asset Management, LLC | 1,581,195 | $132.7M | 0.04% | −657,280−29.4% | Reduced |
| Newport Trust Co | 1,411,695 | $118.4M | 0.30% | +14,809+1.1% | Added |
| Cardinal Capital Management, Inc. | 1,238,472 | $103.9M | 3.99% | +5,397+0.4% | Added |
| Addenda Capital Inc. | 861,287 | $98.9M | 3.88% | −35,953−4.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,175,163 | $98.7M | 0.29% | −189,221−13.9% | Reduced |
| UBS Asset Management Americas Inc | 1,081,457 | $90.7M | 0.03% | +1,081,457 | New |
| Clearbridge Investments, LLC | 1,020,683 | $85.6M | 0.07% | +61,083+6.4% | Added |
| Invesco Ltd. | 1,001,257 | $84.0M | 0.02% | +75,568+8.2% | Added |
| Aviso Financial Inc. | 986,956 | $82.6M | 4.60% | +986,956 | New |
| Two Sigma Investments, LP | 962,231 | $80.7M | 0.19% | +159,091+19.8% | Added |
| Deutsche Bank AG | 831,824 | $69.7M | 0.03% | +65,784+8.6% | Added |
| Value Partners Investments Inc. | 758,157 | $63.6M | 5.52% | −996−0.1% | Reduced |
| Capital Research Global Investors | 747,581 | $62.7M | 0.01% | −2,399,247−76.2% | Reduced |
| Bank of New York Mellon Corp | 686,725 | $57.6M | 0.01% | −13,569−1.9% | Reduced |
| MUFG Securities EMEA plc | 474,999 | $54.5M | 2.43% | +474,999 | New |
| Capital International Investors | 618,842 | $51.9M | 0.01% | +2,893+0.5% | Added |
| Amundi | 602,882 | $51.2M | 0.02% | −25,211−4.0% | Reduced |
| BlackRock Inc. | 598,593 | $50.2M | 0.00% | −23,654−3.8% | Reduced |
| First Trust Advisors LP | 545,814 | $45.8M | 0.05% | −60,906−10.0% | Reduced |
| Great West Life Assurance Co | 468,991 | $39.3M | 0.07% | +78,296+20.0% | Added |
| Bank of Nova Scotia Trust Co | 467,930 | $39.2M | 4.38% | +550+0.1% | Added |
| Korea Investment CORP | 435,190 | $36.5M | 0.09% | −87,078−16.7% | Reduced |
| State of Tennessee, Treasury Department | 413,619 | $34.7M | 0.13% | +3,953+1.0% | Added |
| Voloridge Investment Management, LLC | 410,308 | $34.4M | 0.13% | +278,118+210.4% | Added |
| MUFG Securities (Canada), Ltd. | 385,993 | $32.4M | 2.14% | +385,616+102,285.4% | Added |
| Guardian Capital Advisors LP | 365,108 | $31.0M | 3.30% | −39,087−9.7% | Reduced |
| Citadel Advisors LLC | 350,572 | $29.4M | 0.03% | +277,465+379.5% | Added |
| Intact Investment Management Inc. | 340,111 | $28.5M | 1.07% | −445,400−56.7% | Reduced |
| Aviva PLC | 335,456 | $28.1M | 0.08% | +46,869+16.2% | Added |
| Franklin Resources Inc | 320,689 | $26.9M | 0.01% | −1,865−0.6% | Reduced |
| Jane Street Group, LLC | 319,981 | $26.8M | 0.03% | −84,070−20.8% | Reduced |
| Pictet Asset Management Holding SA | 314,383 | $26.8M | 0.03% | +7,522+2.5% | Added |
| Northern Trust Corp | 311,203 | $26.1M | 0.00% | +3,289+1.1% | Added |
| UBS Group AG | 280,214 | $23.5M | 0.01% | +14,326+5.4% | Added |
| Two Sigma Advisers, LP | 273,398 | $22.9M | 0.05% | +50,600+22.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 264,432 | $22.2M | 0.07% | +33,078+14.3% | Added |
| Cidel Asset Management Inc | 252,895 | $21.2M | 1.64% | −8,610−3.3% | Reduced |
| Rempart Asset Management Inc. | 223,993 | $18.8M | 3.70% | +1,100+0.5% | Added |
| Omers Administration Corp | 219,955 | $18.5M | 0.18% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 213,343 | $17.9M | 0.74% | −172,596−44.7% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 205,577 | $17.3M | 1.32% | −1,600−0.8% | Reduced |
| Pinnacle Financial Partners Inc | 177,114 | $14.9M | 0.32% | +979+0.6% | Added |
| Russell Investments Group, Ltd. | 175,769 | $14.7M | 0.02% | −4,477−2.5% | Reduced |
| Dorchester Wealth Management Co | 176,332 | $14.7M | 2.84% | −7,340−4.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 166,500 | $14.0M | 0.10% | −3,700−2.2% | Reduced |
| American Century Companies Inc | 164,531 | $13.8M | 0.01% | +31,374+23.6% | Added |
| Capital International Inc | 161,857 | $13.6M | 0.18% | −3,962−2.4% | Reduced |
| Burgundy Asset Management Ltd. | 160,000 | $13.4M | 0.14% | 00.0% | Unchanged |
| Van Eck Associates Corp | 154,641 | $13.0M | 0.02% | +25,672+19.9% | Added |
| Citigroup Inc | 154,356 | $13.0M | 0.01% | +5,455+3.7% | Added |
| Forsta Ap-Fonden | 151,300 | $12.7M | 0.11% | −9,200−5.7% | Reduced |
| DekaBank Deutsche Girozentrale | 152,263 | $12.6M | 0.02% | +7,356+5.1% | Added |
| O'Shaughnessy Asset Management, LLC | 144,632 | $12.1M | 0.13% | −1,951−1.3% | Reduced |
| Stifel Financial Corp | 142,736 | $12.0M | 0.01% | +13,848+10.7% | Added |
| Neuberger Berman Group LLC | 133,430 | $11.2M | 0.01% | −8,168−5.8% | Reduced |
| Vontobel Holding Ltd. | 133,124 | $11.2M | 0.04% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 129,662 | $10.9M | 0.66% | −139,607−51.8% | Reduced |
| SIG North Trading, ULC | 127,817 | $10.7M | 2.78% | +127,817 | New |
| Investment Management Corp of Ontario | 127,187 | $10.7M | 0.29% | +1,656+1.3% | Added |
| K.J. Harrison & Partners Inc | 119,413 | $10.0M | 1.65% | −36,097−23.2% | Reduced |
| AMF Pensionsforsakring AB | 114,887 | $9.72M | 0.07% | −184,402−61.6% | Reduced |
| AXA S.A. | 113,992 | $9.56M | 0.03% | +106,632+1,448.8% | Added |