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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,534,257 | $148.9M | 0.01% | −571,931−27.2% | Reduced |
| Nuveen Asset Management, LLC | 1,579,064 | $153.2M | 0.04% | +2,522+0.2% | Added |
| Massachusetts Financial Services Co | 1,608,452 | $156.1M | 0.05% | −23,166−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,625,441 | $157.7M | 0.34% | −2,624,111−61.8% | Reduced |
| Bank of America Corp | 1,743,745 | $169.2M | 0.02% | −367,201−17.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,827,757 | $177.2M | 0.80% | −157,299−7.9% | Reduced |
| Letko, Brosseau & Associates Inc | 1,878,964 | $182.3M | 3.52% | −40,986−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,913,716 | $185.7M | 0.03% | +64,799+3.5% | Added |
| Guardian Capital LP | 2,151,876 | $208.8M | 7.76% | −6,137−0.3% | Reduced |
| FIL Ltd | 2,169,083 | $210.6M | 0.20% | +445,303+25.8% | Added |
| Canada Pension Plan Investment Board | 2,207,553 | $214.0M | 0.20% | −318,022−12.6% | Reduced |
| TD Waterhouse Canada Inc. | 2,653,260 | $256.7M | 2.07% | +176,715+7.1% | Added |
| Scotia Capital Inc. | 3,493,410 | $338.4M | 1.78% | +50,317+1.5% | Added |
| Dimensional Fund Advisors LP | 3,604,088 | $349.8M | 0.08% | +46,056+1.3% | Added |
| JPMorgan Chase & Co | 3,634,988 | $352.8M | 0.03% | +307,523+9.2% | Added |
| Fiera Capital Corp | 3,701,814 | $359.0M | 1.13% | +248,096+7.2% | Added |
| Legal & General Group Plc | 4,244,870 | $411.9M | 0.11% | +97,566+2.4% | Added |
| Geode Capital Management, LLC | 4,297,626 | $422.5M | 0.03% | +975,777+29.4% | Added |
| Federation des caisses Desjardins du Quebec | 4,927,693 | $476.4M | 2.43% | −162,328−3.2% | Reduced |
| FMR LLC | 5,208,431 | $505.6M | 0.03% | +161,710+3.2% | Added |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $525.9M | 1.09% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,371,405 | $620.9M | 2.04% | −256,929−3.9% | Reduced |
| Beutel, Goodman & Co Ltd. | 6,616,614 | $642.0M | 3.49% | +704,197+11.9% | Added |
| Jarislowsky, Fraser Ltd | 6,711,773 | $651.3M | 3.81% | +426,442+6.8% | Added |
| Manufacturers Life Insurance Company, The | 6,838,171 | $664.7M | 0.58% | +2,044,862+42.7% | Added |
| 1832 Asset Management L.P. | 7,392,006 | $717.4M | 1.28% | −173,039−2.3% | Reduced |
| Toronto Dominion Bank | 8,502,265 | $824.4M | 1.57% | −3,310,088−28.0% | Reduced |
| Bank of Nova Scotia | 8,907,412 | $864.6M | 1.51% | −5,117,079−36.5% | Reduced |
| Norges Bank | 10,464,521 | $1.01B | 0.13% | +15,035+0.1% | Added |
| Mackenzie Financial Corp | 12,215,628 | $1.18B | 1.61% | +1,630,962+15.4% | Added |
| National Bank of Canada | 13,748,503 | $1.34B | 1.73% | −1,8620.0% | Reduced |
| CIBC World Markets Inc. | 16,411,822 | $1.59B | 3.67% | +416,375+2.6% | Added |
| TD Asset Management Inc | 17,615,141 | $1.71B | 1.51% | +486,984+2.8% | Added |
| Bank of Montreal | 29,873,166 | $2.90B | 1.46% | +2,180,554+7.9% | Added |
| Vanguard Group Inc | 30,494,749 | $2.96B | 0.05% | +576,744+1.9% | Added |
| Royal Bank of Canada | 60,556,961 | $5.88B | 1.27% | +5,231,841+9.5% | Added |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −619,029−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −208,609−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −156,209−100.0% | Sold out |
| NewGen Asset Management Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −27,596−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −20,118−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,359−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −14,465−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −11,130−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,912−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −10,041−100.0% | Sold out |
| Portland Investment Counsel Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −7,646−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,477−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −4,277−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −3,041−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −2,706−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −2,542−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| REDW Wealth LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,204−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −338−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Wells Financial Advisors INC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Guardian Capital Advisors LP | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Alera Investment Advisors, LLC | – | – | – | – | Not filed |
| Pegasus Partners Ltd. | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |