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, Q3 2024
Institutional positions in Bank of Montreal as of Sep 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
- 470
- −3 vs. Q2 2024
- Shares held
- 340.7M
- −10.7M (−3.0%) vs. Q2 2024
- Total value
- $30.8B
- +$1.34B (+4.5%) vs. Q2 2024
- New holders
- 41
- 159 more added
- Sold out
- 44
- 156 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 55,325,120 | $4.99B | 1.11% | −2,446,874−4.2% | Reduced |
| Vanguard Group Inc | 29,918,005 | $2.70B | 0.05% | +594,124+2.0% | Added |
| Bank of Montreal | 27,692,612 | $2.50B | 1.18% | +356,993+1.3% | Added |
| TD Asset Management Inc | 17,128,157 | $1.55B | 1.37% | −1,584,432−8.5% | Reduced |
| CIBC World Markets Inc. | 15,995,447 | $1.44B | 3.25% | −1,438,858−8.3% | Reduced |
| Bank of Nova Scotia | 14,024,491 | $1.27B | 2.55% | +1,909,850+15.8% | Added |
| National Bank of Canada | 13,750,365 | $1.24B | 1.69% | −1,011,471−6.9% | Reduced |
| Toronto Dominion Bank | 11,812,353 | $1.07B | 1.88% | +1,534,508+14.9% | Added |
| Mackenzie Financial Corp | 10,584,666 | $955.1M | 1.33% | −831,311−7.3% | Reduced |
| Norges Bank | 10,449,486 | $942.8M | 0.13% | +1,813,547+21.0% | Added |
| 1832 Asset Management L.P. | 7,565,045 | $682.4M | 1.14% | +252,725+3.5% | Added |
| CIBC Asset Management Inc | 6,628,334 | $600.8M | 1.95% | −1,531,710−18.8% | Reduced |
| Jarislowsky, Fraser Ltd | 6,285,331 | $567.8M | 3.18% | +1,045,669+20.0% | Added |
| Beutel, Goodman & Co Ltd. | 5,912,417 | $534.1M | 2.63% | +263,774+4.7% | Added |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $489.6M | 0.97% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,090,021 | $459.3M | 2.27% | −909,819−15.2% | Reduced |
| FMR LLC | 5,046,721 | $455.4M | 0.03% | +625,797+14.2% | Added |
| Manufacturers Life Insurance Company, The | 4,793,309 | $432.8M | 0.38% | +114,909+2.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,249,552 | $383.4M | 0.93% | +3,074,389+261.6% | Added |
| Legal & General Group Plc | 4,147,304 | $374.6M | 0.10% | +51,083+1.2% | Added |
| Dimensional Fund Advisors LP | 3,558,032 | $320.9M | 0.08% | +38,755+1.1% | Added |
| Fiera Capital Corp | 3,453,718 | $312.1M | 0.94% | +50,287+1.5% | Added |
| Scotia Capital Inc. | 3,443,093 | $310.4M | 1.66% | +23,511+0.7% | Added |
| Geode Capital Management, LLC | 3,321,849 | $303.1M | 0.02% | +307,466+10.2% | Added |
| JPMorgan Chase & Co | 3,327,465 | $300.1M | 0.02% | +144,252+4.5% | Added |
| British Columbia Investment Management Corp | 3,169,608 | $286.0M | 1.72% | −1,682,021−34.7% | Reduced |
| TD Waterhouse Canada Inc. | 2,476,545 | $228.7M | 1.86% | +160,607+6.9% | Added |
| Canada Pension Plan Investment Board | 2,525,575 | $228.2M | 0.22% | −37,053−1.4% | Reduced |
| Guardian Capital LP | 2,158,013 | $194.9M | 7.15% | −407,311−15.9% | Reduced |
| Bank of America Corp | 2,110,946 | $190.4M | 0.02% | −2,295,192−52.1% | Reduced |
| Morgan Stanley | 2,106,188 | $190.0M | 0.01% | +318,634+17.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,985,056 | $179.1M | 0.87% | −1,281,338−39.2% | Reduced |
| Letko, Brosseau & Associates Inc | 1,919,950 | $173.4M | 3.15% | −24,316−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,848,917 | $167.0M | 0.03% | +103,495+5.9% | Added |
| Goldman Sachs Group Inc | 1,845,990 | $166.5M | 0.03% | −1,032,684−35.9% | Reduced |
| FIL Ltd | 1,723,780 | $155.5M | 0.14% | −7,826,928−82.0% | Reduced |
| Agf Management Ltd | 1,595,709 | $152.1M | 0.77% | −203,578−11.3% | Reduced |
| Massachusetts Financial Services Co | 1,631,618 | $147.2M | 0.04% | +2,248+0.1% | Added |
| Nuveen Asset Management, LLC | 1,576,542 | $142.4M | 0.04% | −4,653−0.3% | Reduced |
| Clearbridge Investments, LLC | 1,495,899 | $133.3M | 0.10% | +475,216+46.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,476,835 | $133.2M | 0.11% | +1,436,045+3,520.6% | Added |
| Alberta Investment Management Corp | 1,388,400 | $125.4M | 1.08% | −686,479−33.1% | Reduced |
| Newport Trust Co | 1,388,580 | $125.2M | 0.30% | −23,115−1.6% | Reduced |
| Cardinal Capital Management, Inc. | 1,298,627 | $117.3M | 4.83% | +60,155+4.9% | Added |
| Aviso Financial Inc. | 1,004,191 | $90.6M | 4.49% | +17,235+1.7% | Added |
| Addenda Capital Inc. | 720,766 | $88.0M | 3.14% | −140,521−16.3% | Reduced |
| Deutsche Bank AG | 939,939 | $84.8M | 0.03% | +108,115+13.0% | Added |
| UBS Asset Management Americas Inc | 939,343 | $84.7M | 0.02% | −142,114−13.1% | Reduced |
| Two Sigma Investments, LP | 847,892 | $76.5M | 0.17% | −114,339−11.9% | Reduced |
| Invesco Ltd. | 805,524 | $72.7M | 0.01% | −195,733−19.5% | Reduced |
| Value Partners Investments Inc. | 760,524 | $68.8M | 5.56% | +2,367+0.3% | Added |
| Voloridge Investment Management, LLC | 741,472 | $66.9M | 0.24% | +331,164+80.7% | Added |
| MUFG Securities EMEA plc | 500,000 | $61.0M | 2.50% | +25,001+5.3% | Added |
| Bank of New York Mellon Corp | 668,632 | $60.3M | 0.01% | −18,093−2.6% | Reduced |
| MUFG Securities (Canada), Ltd. | 647,345 | $58.5M | 2.61% | +261,352+67.7% | Added |
| Capital International Investors | 619,029 | $55.9M | 0.01% | +1870.0% | Added |
| Intact Investment Management Inc. | 588,209 | $53.1M | 1.76% | +248,098+72.9% | Added |
| Amundi | 572,105 | $51.5M | 0.02% | −30,777−5.1% | Reduced |
| BlackRock, Inc. | 561,115 | $50.6M | 0.00% | +561,115 | New |
| First Trust Advisors LP | 532,581 | $48.0M | 0.05% | −13,233−2.4% | Reduced |
| Bank of Nova Scotia Trust Co | 498,221 | $44.9M | 4.56% | +30,291+6.5% | Added |
| Great West Life Assurance Co | 483,408 | $43.7M | 0.08% | +14,417+3.1% | Added |
| Korea Investment CORP | 466,139 | $42.1M | 0.10% | +30,949+7.1% | Added |
| Citadel Advisors LLC | 431,936 | $39.0M | 0.04% | +81,364+23.2% | Added |
| D. E. Shaw & Co., Inc. | 424,201 | $38.3M | 0.05% | +406,901+2,352.0% | Added |
| State of Tennessee, Treasury Department | 417,461 | $37.7M | 0.13% | +3,842+0.9% | Added |
| Guardian Capital Advisors LP | 374,594 | $34.1M | 3.36% | +9,486+2.6% | Added |
| UBS Group AG | 369,357 | $33.3M | 0.01% | +89,143+31.8% | Added |
| Aviva PLC | 343,231 | $31.0M | 0.08% | +7,775+2.3% | Added |
| Franklin Resources Inc | 326,510 | $30.8M | 0.01% | +5,821+1.8% | Added |
| HSBC Holdings PLC | 339,925 | $30.6M | 0.02% | +333,002+4,810.1% | Added |
| Pictet Asset Management Holding SA | 319,824 | $29.0M | 0.03% | +5,441+1.7% | Added |
| Northern Trust Corp | 308,826 | $27.9M | 0.00% | −2,377−0.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 272,191 | $24.6M | 0.07% | +7,759+2.9% | Added |
| Cidel Asset Management Inc | 248,971 | $22.5M | 1.59% | −3,924−1.6% | Reduced |
| Rempart Asset Management Inc. | 224,443 | $21.1M | 3.92% | +450+0.2% | Added |
| Omers Administration Corp | 219,955 | $19.9M | 0.18% | 00.0% | Unchanged |
| Scheer, Rowlett & Associates Investment Management Ltd. | 214,070 | $19.3M | 1.35% | +8,493+4.1% | Added |
| Varma Mutual Pension Insurance Co | 211,329 | $19.2M | 0.15% | +211,329 | New |
| Russell Investments Group, Ltd. | 210,799 | $19.0M | 0.03% | +35,030+19.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 208,609 | $18.8M | 1.29% | −4,734−2.2% | Reduced |
| AXA S.A. | 200,200 | $18.1M | 0.05% | +86,208+75.6% | Added |
| Van Eck Associates Corp | 190,255 | $17.8M | 0.02% | +35,614+23.0% | Added |
| Forsta Ap-Fonden | 181,600 | $16.4M | 0.13% | +30,300+20.0% | Added |
| Dorchester Wealth Management Co | 182,675 | $16.4M | 2.99% | +6,343+3.6% | Added |
| American Century Companies Inc | 179,867 | $16.2M | 0.01% | +15,336+9.3% | Added |
| Pinnacle Financial Partners Inc | 177,888 | $16.0M | 0.32% | +774+0.4% | Added |
| Citigroup Inc | 165,148 | $14.9M | 0.01% | +10,792+7.0% | Added |
| Burgundy Asset Management Ltd. | 160,000 | $14.4M | 0.14% | 00.0% | Unchanged |
| Capital International Inc | 156,209 | $14.1M | 0.18% | −5,648−3.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 155,100 | $14.0M | 0.10% | −11,400−6.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 143,546 | $13.5M | 0.12% | −1,086−0.8% | Reduced |
| Stifel Financial Corp | 146,232 | $13.2M | 0.01% | +3,496+2.4% | Added |
| DekaBank Deutsche Girozentrale | 144,747 | $13.0M | 0.02% | −7,516−4.9% | Reduced |
| Vontobel Holding Ltd. | 127,819 | $11.5M | 0.04% | −5,305−4.0% | Reduced |
| Wellington Management Group LLP | 125,572 | $11.3M | 0.00% | +55,823+80.0% | Added |
| Investment Management Corp of Ontario | 125,590 | $11.3M | 0.25% | −1,597−1.3% | Reduced |
| Neuberger Berman Group LLC | 123,588 | $11.2M | 0.01% | −9,842−7.4% | Reduced |
| AMF Pensionsforsakring AB | 114,887 | $10.5M | 0.07% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 115,865 | $10.5M | 0.28% | +5,742+5.2% | Added |