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, Q4 2024
Institutional positions in Bank of Montreal as of Dec 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
- 536
- +73 vs. Q3 2024
- Shares held
- 344.3M
- +4.09M (+1.2%) vs. Q3 2024
- Total value
- $33.4B
- +$2.64B (+8.6%) vs. Q3 2024
- New holders
- 106
- 191 more added
- Sold out
- 33
- 136 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 60,556,961 | $5.88B | 1.27% | +5,231,841+9.5% | Added |
| Vanguard Group Inc | 30,494,749 | $2.96B | 0.05% | +576,744+1.9% | Added |
| Bank of Montreal | 29,873,166 | $2.90B | 1.46% | +2,180,554+7.9% | Added |
| TD Asset Management Inc | 17,615,141 | $1.71B | 1.51% | +486,984+2.8% | Added |
| CIBC World Markets Inc. | 16,411,822 | $1.59B | 3.67% | +416,375+2.6% | Added |
| National Bank of Canada | 13,748,503 | $1.34B | 1.73% | −1,8620.0% | Reduced |
| Mackenzie Financial Corp | 12,215,628 | $1.18B | 1.61% | +1,630,962+15.4% | Added |
| Norges Bank | 10,464,521 | $1.01B | 0.13% | +15,035+0.1% | Added |
| Bank of Nova Scotia | 8,907,412 | $864.6M | 1.51% | −5,117,079−36.5% | Reduced |
| Toronto Dominion Bank | 8,502,265 | $824.4M | 1.57% | −3,310,088−28.0% | Reduced |
| 1832 Asset Management L.P. | 7,392,006 | $717.4M | 1.28% | −173,039−2.3% | Reduced |
| Manufacturers Life Insurance Company, The | 6,838,171 | $664.7M | 0.58% | +2,044,862+42.7% | Added |
| Jarislowsky, Fraser Ltd | 6,711,773 | $651.3M | 3.81% | +426,442+6.8% | Added |
| Beutel, Goodman & Co Ltd. | 6,616,614 | $642.0M | 3.49% | +704,197+11.9% | Added |
| CIBC Asset Management Inc | 6,371,405 | $620.9M | 2.04% | −256,929−3.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $525.9M | 1.09% | 00.0% | Unchanged |
| FMR LLC | 5,208,431 | $505.6M | 0.03% | +161,710+3.2% | Added |
| Federation des caisses Desjardins du Quebec | 4,927,693 | $476.4M | 2.43% | −162,328−3.2% | Reduced |
| Geode Capital Management, LLC | 4,297,626 | $422.5M | 0.03% | +975,777+29.4% | Added |
| Legal & General Group Plc | 4,244,870 | $411.9M | 0.11% | +97,566+2.4% | Added |
| Fiera Capital Corp | 3,701,814 | $359.0M | 1.13% | +248,096+7.2% | Added |
| JPMorgan Chase & Co | 3,634,988 | $352.8M | 0.03% | +307,523+9.2% | Added |
| Dimensional Fund Advisors LP | 3,604,088 | $349.8M | 0.08% | +46,056+1.3% | Added |
| Scotia Capital Inc. | 3,493,410 | $338.4M | 1.78% | +50,317+1.5% | Added |
| TD Waterhouse Canada Inc. | 2,653,260 | $256.7M | 2.07% | +176,715+7.1% | Added |
| Canada Pension Plan Investment Board | 2,207,553 | $214.0M | 0.20% | −318,022−12.6% | Reduced |
| FIL Ltd | 2,169,083 | $210.6M | 0.20% | +445,303+25.8% | Added |
| Guardian Capital LP | 2,151,876 | $208.8M | 7.76% | −6,137−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,913,716 | $185.7M | 0.03% | +64,799+3.5% | Added |
| Letko, Brosseau & Associates Inc | 1,878,964 | $182.3M | 3.52% | −40,986−2.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,827,757 | $177.2M | 0.80% | −157,299−7.9% | Reduced |
| Bank of America Corp | 1,743,745 | $169.2M | 0.02% | −367,201−17.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,625,441 | $157.7M | 0.34% | −2,624,111−61.8% | Reduced |
| Massachusetts Financial Services Co | 1,608,452 | $156.1M | 0.05% | −23,166−1.4% | Reduced |
| Nuveen Asset Management, LLC | 1,579,064 | $153.2M | 0.04% | +2,522+0.2% | Added |
| Morgan Stanley | 1,534,257 | $148.9M | 0.01% | −571,931−27.2% | Reduced |
| Clearbridge Investments, LLC | 1,465,507 | $143.1M | 0.12% | −30,392−2.0% | Reduced |
| Alberta Investment Management Corp | 1,392,000 | $135.1M | 0.90% | +3,600+0.3% | Added |
| Newport Trust Co | 1,383,319 | $134.3M | 0.33% | −5,261−0.4% | Reduced |
| Goldman Sachs Group Inc | 1,360,444 | $132.0M | 0.03% | −485,546−26.3% | Reduced |
| Cardinal Capital Management, Inc. | 1,286,702 | $124.6M | 4.24% | −11,925−0.9% | Reduced |
| Federated Hermes, Inc. | 1,160,494 | $112.6M | 0.25% | +1,089,199+1,527.7% | Added |
| MUFG Securities (Canada), Ltd. | 1,114,100 | $108.1M | 3.90% | +466,755+72.1% | Added |
| Invesco Ltd. | 1,094,053 | $106.2M | 0.02% | +288,529+35.8% | Added |
| Addenda Capital Inc. | 760,614 | $106.1M | 3.75% | +39,848+5.5% | Added |
| Agf Management Ltd | 980,773 | $105.9M | 0.53% | −614,936−38.5% | Reduced |
| Aviso Financial Inc. | 1,027,872 | $99.8M | 5.04% | +23,681+2.4% | Added |
| Deutsche Bank AG | 1,016,659 | $98.7M | 0.04% | +76,720+8.2% | Added |
| UBS Asset Management Americas Inc | 935,625 | $90.8M | 0.02% | −3,718−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 882,705 | $85.6M | 0.09% | +458,504+108.1% | Added |
| Arrowstreet Capital, Limited Partnership | 817,796 | $79.3M | 0.06% | −659,039−44.6% | Reduced |
| Intact Investment Management Inc. | 797,460 | $77.4M | 2.70% | +209,251+35.6% | Added |
| Amundi | 738,167 | $72.7M | 0.03% | +166,062+29.0% | Added |
| Bank of New York Mellon Corp | 708,767 | $68.8M | 0.01% | +40,135+6.0% | Added |
| Voloridge Investment Management, LLC | 656,919 | $63.8M | 0.23% | −84,553−11.4% | Reduced |
| BlackRock, Inc. | 601,456 | $58.4M | 0.00% | +40,341+7.2% | Added |
| Northern Trust Corp | 537,809 | $52.2M | 0.01% | +228,983+74.1% | Added |
| Two Sigma Investments, LP | 507,340 | $49.2M | 0.11% | −340,552−40.2% | Reduced |
| Bank of Nova Scotia Trust Co | 503,614 | $48.9M | 5.16% | +5,393+1.1% | Added |
| Raymond James Financial Inc | 498,232 | $48.4M | 0.02% | +498,232 | New |
| Great West Life Assurance Co | 480,066 | $46.5M | 0.08% | −3,342−0.7% | Reduced |
| Korea Investment CORP | 478,191 | $46.4M | 0.11% | +12,052+2.6% | Added |
| HSBC Holdings PLC | 460,970 | $44.7M | 0.03% | +121,045+35.6% | Added |
| Envestnet Asset Management Inc | 460,720 | $44.7M | 0.01% | +400,558+665.8% | Added |
| British Columbia Investment Management Corp | 453,454 | $44.0M | 0.26% | −2,716,154−85.7% | Reduced |
| Wells Fargo & Company | 452,086 | $43.9M | 0.01% | +372,977+471.5% | Added |
| First Trust Advisors LP | 447,435 | $43.4M | 0.04% | −85,146−16.0% | Reduced |
| Aviva PLC | 439,079 | $42.5M | 0.11% | +95,848+27.9% | Added |
| State of Tennessee, Treasury Department | 418,328 | $40.6M | 0.15% | +867+0.2% | Added |
| Hillsdale Investment Management Inc. | 415,034 | $40.2M | 2.04% | +396,687+2,162.1% | Added |
| APG Asset Management N.V. | 397,200 | $37.2M | 0.10% | +397,200 | New |
| Guardian Partners Inc. | 377,671 | $37.1M | 3.78% | +377,671 | New |
| Pictet Asset Management Holding SA | 380,900 | $37.0M | 0.04% | +61,076+19.1% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 356,924 | $34.6M | 2.53% | +142,854+66.7% | Added |
| Franklin Resources Inc | 334,333 | $32.4M | 0.01% | +7,823+2.4% | Added |
| LPL Financial LLC | 324,268 | $31.5M | 0.01% | +238,193+276.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 291,338 | $28.3M | 0.08% | +19,147+7.0% | Added |
| UBS Group AG | 271,717 | $26.4M | 0.01% | −97,640−26.4% | Reduced |
| Citigroup Inc | 271,694 | $26.4M | 0.03% | +106,546+64.5% | Added |
| Millennium Management LLC | 268,224 | $26.0M | 0.02% | +192,257+253.1% | Added |
| Canerector Inc | 125,000 | $23.9M | 11.59% | +125,000 | New |
| Russell Investments Group, Ltd. | 238,353 | $23.1M | 0.03% | +27,554+13.1% | Added |
| Cidel Asset Management Inc | 233,896 | $22.7M | 1.53% | −15,075−6.1% | Reduced |
| Stifel Financial Corp | 231,195 | $22.4M | 0.02% | +84,963+58.1% | Added |
| Rempart Asset Management Inc. | 225,823 | $21.9M | 4.35% | +1,380+0.6% | Added |
| Omers Administration Corp | 219,955 | $21.3M | 0.19% | 00.0% | Unchanged |
| Van Eck Associates Corp | 195,213 | $18.9M | 0.02% | +4,958+2.6% | Added |
| American Century Companies Inc | 194,218 | $18.9M | 0.01% | +14,351+8.0% | Added |
| Dorchester Wealth Management Co | 183,463 | $17.7M | 3.52% | +788+0.4% | Added |
| Jane Street Group, LLC | 181,270 | $17.6M | 0.03% | +102,442+130.0% | Added |
| Forsta Ap-Fonden | 173,000 | $16.8M | 0.12% | −8,600−4.7% | Reduced |
| Two Sigma Advisers, LP | 163,398 | $15.9M | 0.04% | +69,500+74.0% | Added |
| Varma Mutual Pension Insurance Co | 162,729 | $15.8M | 0.12% | −48,600−23.0% | Reduced |
| Wellington Management Group LLP | 162,503 | $15.8M | 0.00% | +36,931+29.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 161,418 | $15.7M | 0.09% | +161,418 | New |
| Burgundy Asset Management Ltd. | 160,000 | $15.5M | 0.16% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 157,500 | $15.3M | 0.10% | +2,400+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 153,570 | $14.9M | 0.13% | +10,024+7.0% | Added |
| Northwest & Ethical Investments L.P. | 144,108 | $14.0M | 0.38% | +28,243+24.4% | Added |
| DekaBank Deutsche Girozentrale | 144,747 | $13.9M | 0.03% | 00.0% | Unchanged |