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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 219,955 | $18.5M | 0.18% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 223,993 | $18.8M | 3.70% | +1,100+0.5% | Added |
| Cidel Asset Management Inc | 252,895 | $21.2M | 1.64% | −8,610−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 264,432 | $22.2M | 0.07% | +33,078+14.3% | Added |
| Two Sigma Advisers, LP | 273,398 | $22.9M | 0.05% | +50,600+22.7% | Added |
| UBS Group AG | 280,214 | $23.5M | 0.01% | +14,326+5.4% | Added |
| Northern Trust Corp | 311,203 | $26.1M | 0.00% | +3,289+1.1% | Added |
| Pictet Asset Management Holding SA | 314,383 | $26.8M | 0.03% | +7,522+2.5% | Added |
| Jane Street Group, LLC | 319,981 | $26.8M | 0.03% | −84,070−20.8% | Reduced |
| Franklin Resources Inc | 320,689 | $26.9M | 0.01% | −1,865−0.6% | Reduced |
| Aviva PLC | 335,456 | $28.1M | 0.08% | +46,869+16.2% | Added |
| Intact Investment Management Inc. | 340,111 | $28.5M | 1.07% | −445,400−56.7% | Reduced |
| Citadel Advisors LLC | 350,572 | $29.4M | 0.03% | +277,465+379.5% | Added |
| Guardian Capital Advisors LP | 365,108 | $31.0M | 3.30% | −39,087−9.7% | Reduced |
| MUFG Securities (Canada), Ltd. | 385,993 | $32.4M | 2.14% | +385,616+102,285.4% | Added |
| Voloridge Investment Management, LLC | 410,308 | $34.4M | 0.13% | +278,118+210.4% | Added |
| State of Tennessee, Treasury Department | 413,619 | $34.7M | 0.13% | +3,953+1.0% | Added |
| Korea Investment CORP | 435,190 | $36.5M | 0.09% | −87,078−16.7% | Reduced |
| Bank of Nova Scotia Trust Co | 467,930 | $39.2M | 4.38% | +550+0.1% | Added |
| Great West Life Assurance Co | 468,991 | $39.3M | 0.07% | +78,296+20.0% | Added |
| First Trust Advisors LP | 545,814 | $45.8M | 0.05% | −60,906−10.0% | Reduced |
| BlackRock Inc. | 598,593 | $50.2M | 0.00% | −23,654−3.8% | Reduced |
| Amundi | 602,882 | $51.2M | 0.02% | −25,211−4.0% | Reduced |
| Capital International Investors | 618,842 | $51.9M | 0.01% | +2,893+0.5% | Added |
| MUFG Securities EMEA plc | 474,999 | $54.5M | 2.43% | +474,999 | New |
| Bank of New York Mellon Corp | 686,725 | $57.6M | 0.01% | −13,569−1.9% | Reduced |
| Capital Research Global Investors | 747,581 | $62.7M | 0.01% | −2,399,247−76.2% | Reduced |
| Value Partners Investments Inc. | 758,157 | $63.6M | 5.52% | −996−0.1% | Reduced |
| Deutsche Bank AG | 831,824 | $69.7M | 0.03% | +65,784+8.6% | Added |
| Two Sigma Investments, LP | 962,231 | $80.7M | 0.19% | +159,091+19.8% | Added |
| Aviso Financial Inc. | 986,956 | $82.6M | 4.60% | +986,956 | New |
| Invesco Ltd. | 1,001,257 | $84.0M | 0.02% | +75,568+8.2% | Added |
| Clearbridge Investments, LLC | 1,020,683 | $85.6M | 0.07% | +61,083+6.4% | Added |
| UBS Asset Management Americas Inc | 1,081,457 | $90.7M | 0.03% | +1,081,457 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,175,163 | $98.7M | 0.29% | −189,221−13.9% | Reduced |
| Addenda Capital Inc. | 861,287 | $98.9M | 3.88% | −35,953−4.0% | Reduced |
| Cardinal Capital Management, Inc. | 1,238,472 | $103.9M | 3.99% | +5,397+0.4% | Added |
| Newport Trust Co | 1,411,695 | $118.4M | 0.30% | +14,809+1.1% | Added |
| Nuveen Asset Management, LLC | 1,581,195 | $132.7M | 0.04% | −657,280−29.4% | Reduced |
| Massachusetts Financial Services Co | 1,629,370 | $136.6M | 0.04% | +48,139+3.0% | Added |
| Charles Schwab Investment Management Inc | 1,745,422 | $146.5M | 0.03% | +1,745,422 | New |
| Morgan Stanley | 1,787,554 | $149.9M | 0.01% | +336,876+23.2% | Added |
| Agf Management Ltd | 1,799,287 | $158.8M | 0.88% | +34,667+2.0% | Added |
| Letko, Brosseau & Associates Inc | 1,944,266 | $163.2M | 3.09% | −66,082−3.3% | Reduced |
| Alberta Investment Management Corp | 2,074,879 | $174.1M | 1.84% | +518,680+33.3% | Added |
| TD Waterhouse Canada Inc. | 2,315,938 | $194.7M | 1.75% | +44,154+1.9% | Added |
| Canada Pension Plan Investment Board | 2,562,628 | $215.1M | 0.21% | +579,000+29.2% | Added |
| Guardian Capital LP | 2,565,324 | $215.3M | 8.12% | −67,585−2.6% | Reduced |
| Goldman Sachs Group Inc | 2,878,674 | $241.4M | 0.05% | −1,624,650−36.1% | Reduced |
| Geode Capital Management, LLC | 3,014,383 | $254.9M | 0.02% | +164,241+5.8% | Added |
| JPMorgan Chase & Co | 3,183,213 | $266.9M | 0.02% | +265,220+9.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,266,394 | $274.2M | 1.15% | −1,186,650−26.6% | Reduced |
| Fiera Capital Corp | 3,403,431 | $285.8M | 0.89% | +69,111+2.1% | Added |
| Scotia Capital Inc. | 3,419,582 | $286.3M | 1.68% | +11,020+0.3% | Added |
| Dimensional Fund Advisors LP | 3,519,277 | $295.1M | 0.08% | −87,057−2.4% | Reduced |
| Legal & General Group Plc | 4,096,221 | $343.8M | 0.10% | −90,983−2.2% | Reduced |
| Bank of America Corp | 4,406,138 | $369.5M | 0.04% | +2,357,933+115.1% | Added |
| FMR LLC | 4,420,924 | $371.1M | 0.02% | +952,301+27.5% | Added |
| Manufacturers Life Insurance Company, The | 4,678,400 | $392.1M | 0.37% | −186,224−3.8% | Reduced |
| British Columbia Investment Management Corp | 4,851,629 | $407.3M | 2.46% | +2,816,385+138.4% | Added |
| Jarislowsky, Fraser Ltd | 5,239,662 | $439.7M | 2.67% | +1,412,532+36.9% | Added |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $454.8M | 1.10% | −139,388−2.5% | Reduced |
| Beutel, Goodman & Co Ltd. | 5,648,643 | $474.0M | 2.52% | −46,044−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,999,840 | $506.3M | 2.72% | +3,863,731+180.9% | Added |
| 1832 Asset Management L.P. | 7,312,320 | $613.1M | 1.11% | +463,924+6.8% | Added |
| CIBC Asset Management Inc | 8,160,044 | $684.5M | 2.44% | −892,065−9.9% | Reduced |
| Norges Bank | 8,635,939 | $724.9M | 0.11% | +1,273,567+17.3% | Added |
| FIL Ltd | 9,550,708 | $801.7M | 0.79% | −322,627−3.3% | Reduced |
| Toronto Dominion Bank | 10,277,845 | $861.8M | 1.38% | −2,497,870−19.6% | Reduced |
| Mackenzie Financial Corp | 11,415,977 | $958.3M | 1.42% | −1,727,420−13.1% | Reduced |
| Bank of Nova Scotia | 12,114,641 | $1.02B | 1.99% | +551,827+4.8% | Added |
| National Bank of Canada | 14,761,836 | $1.23B | 1.94% | +692,049+4.9% | Added |
| CIBC World Markets Inc. | 17,434,305 | $1.46B | 3.63% | +2,367,998+15.7% | Added |
| TD Asset Management Inc | 18,712,589 | $1.57B | 1.46% | −220,300−1.2% | Reduced |
| Bank of Montreal | 27,335,619 | $2.32B | 1.17% | +1,527,727+5.9% | Added |
| Vanguard Group Inc | 29,323,881 | $2.46B | 0.05% | +705,929+2.5% | Added |
| Royal Bank of Canada | 57,771,994 | $4.84B | 1.17% | −5,934,346−9.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,709,247−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −238,400−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −169,616−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −103,400−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −52,400−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −51,535−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −20,389−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −24,356−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,472−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,453−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −6,624−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,179−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −5,793−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,547−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −4,988−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −5,139−100.0% | Sold out |
| Patten Group, Inc. | 0 | $0 | 0.00% | −4,484−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −4,422−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −4,663−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −3,351−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −3,035−100.0% | Sold out |