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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 326,510 | $30.8M | 0.01% | +5,821+1.8% | Added |
| Aviva PLC | 343,231 | $31.0M | 0.08% | +7,775+2.3% | Added |
| UBS Group AG | 369,357 | $33.3M | 0.01% | +89,143+31.8% | Added |
| Guardian Capital Advisors LP | 374,594 | $34.1M | 3.36% | +9,486+2.6% | Added |
| State of Tennessee, Treasury Department | 417,461 | $37.7M | 0.13% | +3,842+0.9% | Added |
| D. E. Shaw & Co., Inc. | 424,201 | $38.3M | 0.05% | +406,901+2,352.0% | Added |
| Citadel Advisors LLC | 431,936 | $39.0M | 0.04% | +81,364+23.2% | Added |
| Korea Investment CORP | 466,139 | $42.1M | 0.10% | +30,949+7.1% | Added |
| Great West Life Assurance Co | 483,408 | $43.7M | 0.08% | +14,417+3.1% | Added |
| Bank of Nova Scotia Trust Co | 498,221 | $44.9M | 4.56% | +30,291+6.5% | Added |
| First Trust Advisors LP | 532,581 | $48.0M | 0.05% | −13,233−2.4% | Reduced |
| BlackRock, Inc. | 561,115 | $50.6M | 0.00% | +561,115 | New |
| Amundi | 572,105 | $51.5M | 0.02% | −30,777−5.1% | Reduced |
| Intact Investment Management Inc. | 588,209 | $53.1M | 1.76% | +248,098+72.9% | Added |
| Capital International Investors | 619,029 | $55.9M | 0.01% | +1870.0% | Added |
| MUFG Securities (Canada), Ltd. | 647,345 | $58.5M | 2.61% | +261,352+67.7% | Added |
| Bank of New York Mellon Corp | 668,632 | $60.3M | 0.01% | −18,093−2.6% | Reduced |
| MUFG Securities EMEA plc | 500,000 | $61.0M | 2.50% | +25,001+5.3% | Added |
| Voloridge Investment Management, LLC | 741,472 | $66.9M | 0.24% | +331,164+80.7% | Added |
| Value Partners Investments Inc. | 760,524 | $68.8M | 5.56% | +2,367+0.3% | Added |
| Invesco Ltd. | 805,524 | $72.7M | 0.01% | −195,733−19.5% | Reduced |
| Two Sigma Investments, LP | 847,892 | $76.5M | 0.17% | −114,339−11.9% | Reduced |
| UBS Asset Management Americas Inc | 939,343 | $84.7M | 0.02% | −142,114−13.1% | Reduced |
| Deutsche Bank AG | 939,939 | $84.8M | 0.03% | +108,115+13.0% | Added |
| Addenda Capital Inc. | 720,766 | $88.0M | 3.14% | −140,521−16.3% | Reduced |
| Aviso Financial Inc. | 1,004,191 | $90.6M | 4.49% | +17,235+1.7% | Added |
| Cardinal Capital Management, Inc. | 1,298,627 | $117.3M | 4.83% | +60,155+4.9% | Added |
| Newport Trust Co | 1,388,580 | $125.2M | 0.30% | −23,115−1.6% | Reduced |
| Alberta Investment Management Corp | 1,388,400 | $125.4M | 1.08% | −686,479−33.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,476,835 | $133.2M | 0.11% | +1,436,045+3,520.6% | Added |
| Clearbridge Investments, LLC | 1,495,899 | $133.3M | 0.10% | +475,216+46.6% | Added |
| Nuveen Asset Management, LLC | 1,576,542 | $142.4M | 0.04% | −4,653−0.3% | Reduced |
| Massachusetts Financial Services Co | 1,631,618 | $147.2M | 0.04% | +2,248+0.1% | Added |
| Agf Management Ltd | 1,595,709 | $152.1M | 0.77% | −203,578−11.3% | Reduced |
| FIL Ltd | 1,723,780 | $155.5M | 0.14% | −7,826,928−82.0% | Reduced |
| Goldman Sachs Group Inc | 1,845,990 | $166.5M | 0.03% | −1,032,684−35.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,848,917 | $167.0M | 0.03% | +103,495+5.9% | Added |
| Letko, Brosseau & Associates Inc | 1,919,950 | $173.4M | 3.15% | −24,316−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,985,056 | $179.1M | 0.87% | −1,281,338−39.2% | Reduced |
| Morgan Stanley | 2,106,188 | $190.0M | 0.01% | +318,634+17.8% | Added |
| Bank of America Corp | 2,110,946 | $190.4M | 0.02% | −2,295,192−52.1% | Reduced |
| Guardian Capital LP | 2,158,013 | $194.9M | 7.15% | −407,311−15.9% | Reduced |
| Canada Pension Plan Investment Board | 2,525,575 | $228.2M | 0.22% | −37,053−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 2,476,545 | $228.7M | 1.86% | +160,607+6.9% | Added |
| British Columbia Investment Management Corp | 3,169,608 | $286.0M | 1.72% | −1,682,021−34.7% | Reduced |
| JPMorgan Chase & Co | 3,327,465 | $300.1M | 0.02% | +144,252+4.5% | Added |
| Geode Capital Management, LLC | 3,321,849 | $303.1M | 0.02% | +307,466+10.2% | Added |
| Scotia Capital Inc. | 3,443,093 | $310.4M | 1.66% | +23,511+0.7% | Added |
| Fiera Capital Corp | 3,453,718 | $312.1M | 0.94% | +50,287+1.5% | Added |
| Dimensional Fund Advisors LP | 3,558,032 | $320.9M | 0.08% | +38,755+1.1% | Added |
| Legal & General Group Plc | 4,147,304 | $374.6M | 0.10% | +51,083+1.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,249,552 | $383.4M | 0.93% | +3,074,389+261.6% | Added |
| Manufacturers Life Insurance Company, The | 4,793,309 | $432.8M | 0.38% | +114,909+2.5% | Added |
| FMR LLC | 5,046,721 | $455.4M | 0.03% | +625,797+14.2% | Added |
| Federation des caisses Desjardins du Quebec | 5,090,021 | $459.3M | 2.27% | −909,819−15.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $489.6M | 0.97% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 5,912,417 | $534.1M | 2.63% | +263,774+4.7% | Added |
| Jarislowsky, Fraser Ltd | 6,285,331 | $567.8M | 3.18% | +1,045,669+20.0% | Added |
| CIBC Asset Management Inc | 6,628,334 | $600.8M | 1.95% | −1,531,710−18.8% | Reduced |
| 1832 Asset Management L.P. | 7,565,045 | $682.4M | 1.14% | +252,725+3.5% | Added |
| Norges Bank | 10,449,486 | $942.8M | 0.13% | +1,813,547+21.0% | Added |
| Mackenzie Financial Corp | 10,584,666 | $955.1M | 1.33% | −831,311−7.3% | Reduced |
| Toronto Dominion Bank | 11,812,353 | $1.07B | 1.88% | +1,534,508+14.9% | Added |
| National Bank of Canada | 13,750,365 | $1.24B | 1.69% | −1,011,471−6.9% | Reduced |
| Bank of Nova Scotia | 14,024,491 | $1.27B | 2.55% | +1,909,850+15.8% | Added |
| CIBC World Markets Inc. | 15,995,447 | $1.44B | 3.25% | −1,438,858−8.3% | Reduced |
| TD Asset Management Inc | 17,128,157 | $1.55B | 1.37% | −1,584,432−8.5% | Reduced |
| Bank of Montreal | 27,692,612 | $2.50B | 1.18% | +356,993+1.3% | Added |
| Vanguard Group Inc | 29,918,005 | $2.70B | 0.05% | +594,124+2.0% | Added |
| Royal Bank of Canada | 55,325,120 | $4.99B | 1.11% | −2,446,874−4.2% | Reduced |
| Capital Research Global Investors | 0 | $0 | 0.00% | −747,581−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −129,662−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −95,516−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −83,240−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −50,961−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −40,027−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −33,921−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −28,285−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −20,494−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −15,217−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,090−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −965,001−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,983−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −9,006−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,025−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,008−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −6,983−100.0% | Sold out |
| JCIC Asset Management Inc. | 0 | $0 | 0.00% | −6,697−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −5,648−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −5,624−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −5,131−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −3,941−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,708−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,702−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −3,132−100.0% | Sold out |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Southland Equity Partners LLC | 0 | $0 | 0.00% | −2,843−100.0% | Sold out |