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, Q1 2025
Institutional positions in Bank of Montreal as of Mar 31, 2025. 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
- 556
- +29 vs. Q4 2024
- Shares held
- 345.3M
- +2.87M (+0.8%) vs. Q4 2024
- Total value
- $33.0B
- −$183.7M (−0.6%) vs. Q4 2024
- New holders
- 76
- 185 more added
- Sold out
- 47
- 167 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 57,581,379 | $5.50B | 1.23% | −2,975,582−4.9% | Reduced |
| Vanguard Group Inc | 30,997,776 | $2.96B | 0.05% | +503,027+1.6% | Added |
| Bank of Montreal | 30,777,622 | $2.94B | 1.57% | +904,456+3.0% | Added |
| TD Asset Management Inc | 17,301,762 | $1.65B | 1.52% | −313,379−1.8% | Reduced |
| CIBC World Markets Inc. | 17,087,920 | $1.63B | 3.72% | +676,098+4.1% | Added |
| National Bank of Canada | 13,036,781 | $1.24B | 1.46% | −711,722−5.2% | Reduced |
| Norges Bank | 10,406,807 | $993.9M | 0.14% | −57,714−0.6% | Reduced |
| Mackenzie Financial Corp | 10,169,333 | $971.1M | 1.38% | −2,046,295−16.8% | Reduced |
| Bank of Nova Scotia | 8,409,367 | $803.2M | 1.80% | −498,045−5.6% | Reduced |
| Toronto Dominion Bank | 8,123,939 | $775.9M | 1.98% | −378,326−4.4% | Reduced |
| 1832 Asset Management L.P. | 6,940,637 | $662.9M | 1.27% | −451,369−6.1% | Reduced |
| CIBC Asset Management Inc | 6,631,947 | $636.7M | 2.11% | +260,542+4.1% | Added |
| Jarislowsky, Fraser Ltd | 6,549,559 | $625.4M | 3.92% | −162,214−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 6,080,113 | $583.8M | 0.55% | −758,058−11.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 5,972,658 | $570.3M | 3.29% | −643,956−9.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $517.5M | 1.09% | 00.0% | Unchanged |
| FIL Ltd | 5,187,198 | $495.3M | 0.47% | +3,018,115+139.1% | Added |
| Geode Capital Management, LLC | 4,902,978 | $476.5M | 0.04% | +605,352+14.1% | Added |
| FMR LLC | 4,972,536 | $474.8M | 0.03% | −235,895−4.5% | Reduced |
| Legal & General Group Plc | 4,332,205 | $413.7M | 0.11% | +87,335+2.1% | Added |
| Goldman Sachs Group Inc | 4,083,505 | $390.0M | 0.07% | +2,723,061+200.2% | Added |
| JPMorgan Chase & Co | 3,938,484 | $376.2M | 0.03% | +303,496+8.3% | Added |
| Fiera Capital Corp | 3,864,901 | $369.4M | 1.33% | +163,087+4.4% | Added |
| Canada Pension Plan Investment Board | 3,676,637 | $351.2M | 0.34% | +1,469,084+66.5% | Added |
| Bank of America Corp | 3,645,893 | $348.2M | 0.03% | +1,902,148+109.1% | Added |
| Dimensional Fund Advisors LP | 3,564,378 | $340.4M | 0.08% | −39,710−1.1% | Reduced |
| Scotia Capital Inc. | 3,463,496 | $330.0M | 1.77% | −29,914−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,220,279 | $307.0M | 1.52% | −1,707,414−34.6% | Reduced |
| Morgan Stanley | 2,647,317 | $252.8M | 0.02% | +1,113,060+72.5% | Added |
| TD Waterhouse Canada Inc. | 2,345,069 | $223.6M | 1.83% | −308,191−11.6% | Reduced |
| Guardian Capital LP | 2,064,127 | $197.1M | 7.76% | −87,749−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,941,007 | $185.3M | 0.03% | +27,291+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,930,906 | $184.4M | 0.80% | +103,149+5.6% | Added |
| Letko, Brosseau & Associates Inc | 1,826,599 | $174.4M | 3.71% | −52,365−2.8% | Reduced |
| Alberta Investment Management Corp | 1,700,523 | $162.4M | 1.11% | +308,523+22.2% | Added |
| Massachusetts Financial Services Co | 1,585,114 | $151.4M | 0.05% | −23,338−1.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,432,634 | $136.8M | 0.30% | −192,807−11.9% | Reduced |
| Clearbridge Investments, LLC | 1,392,883 | $133.0M | 0.12% | −72,624−5.0% | Reduced |
| Newport Trust Co | 1,354,442 | $129.4M | 0.33% | −28,877−2.1% | Reduced |
| Federated Hermes, Inc. | 1,197,775 | $114.4M | 0.25% | +37,281+3.2% | Added |
| MUFG Securities (Canada), Ltd. | 1,112,032 | $106.2M | 3.70% | −2,068−0.2% | Reduced |
| Cardinal Capital Management, Inc. | 1,108,517 | $105.9M | 3.60% | −178,185−13.8% | Reduced |
| Deutsche Bank AG | 1,079,549 | $103.1M | 0.04% | +62,890+6.2% | Added |
| Aviso Financial Inc. | 1,041,732 | $99.5M | 4.91% | +13,860+1.3% | Added |
| Invesco Ltd. | 1,012,257 | $96.7M | 0.02% | −81,796−7.5% | Reduced |
| UBS Asset Management Americas Inc | 1,002,463 | $95.7M | 0.02% | +66,838+7.1% | Added |
| Addenda Capital Inc. | 692,967 | $95.2M | 3.52% | −67,647−8.9% | Reduced |
| Bank of New York Mellon Corp | 746,613 | $71.3M | 0.01% | +37,846+5.3% | Added |
| Agf Management Ltd | 634,805 | $71.1M | 0.38% | −345,968−35.3% | Reduced |
| Amundi | 701,964 | $67.4M | 0.02% | −36,203−4.9% | Reduced |
| UBS Group AG | 705,409 | $67.4M | 0.01% | +433,692+159.6% | Added |
| Hillsdale Investment Management Inc. | 640,284 | $61.2M | 3.11% | +225,250+54.3% | Added |
| British Columbia Investment Management Corp | 625,140 | $59.7M | 0.37% | +171,686+37.9% | Added |
| BlackRock, Inc. | 622,467 | $59.5M | 0.00% | +21,011+3.5% | Added |
| Northern Trust Corp | 570,798 | $54.5M | 0.01% | +32,989+6.1% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 563,083 | $53.8M | 3.98% | +206,159+57.8% | Added |
| Nuveen, LLC | 545,351 | $52.1M | 0.02% | +545,351 | New |
| Aviva PLC | 510,412 | $48.8M | 0.12% | +71,333+16.2% | Added |
| Value Partners Investments Inc. | 508,135 | $48.6M | 4.19% | +451,881+803.3% | Added |
| Bank of Nova Scotia Trust Co | 506,324 | $48.4M | 5.16% | +2,710+0.5% | Added |
| Raymond James Financial Inc | 493,213 | $47.1M | 0.02% | −5,019−1.0% | Reduced |
| Voloridge Investment Management, LLC | 487,826 | $46.6M | 0.17% | −169,093−25.7% | Reduced |
| Great West Life Assurance Co | 477,649 | $45.6M | 0.08% | −2,417−0.5% | Reduced |
| Wells Fargo & Company | 464,762 | $44.4M | 0.01% | +12,676+2.8% | Added |
| Envestnet Asset Management Inc | 464,123 | $44.3M | 0.01% | +3,403+0.7% | Added |
| Two Sigma Investments, LP | 463,940 | $44.3M | 0.10% | −43,400−8.6% | Reduced |
| Korea Investment CORP | 459,216 | $43.8M | 0.11% | −18,975−4.0% | Reduced |
| D. E. Shaw & Co., Inc. | 432,150 | $41.3M | 0.05% | −450,555−51.0% | Reduced |
| First Trust Advisors LP | 430,568 | $41.1M | 0.04% | −16,867−3.8% | Reduced |
| State of Tennessee, Treasury Department | 418,739 | $40.0M | 0.15% | +411+0.1% | Added |
| Pictet Asset Management Holding SA | 398,858 | $38.1M | 0.04% | +17,958+4.7% | Added |
| HSBC Holdings PLC | 380,139 | $36.3M | 0.02% | −80,831−17.5% | Reduced |
| APG Asset Management N.V. | 397,100 | $35.1M | 0.11% | −1000.0% | Reduced |
| LPL Financial LLC | 352,524 | $33.7M | 0.01% | +28,256+8.7% | Added |
| Franklin Resources Inc | 338,918 | $32.4M | 0.01% | +4,585+1.4% | Added |
| Guardian Partners Inc. | 349,913 | $31.8M | 3.28% | −27,758−7.3% | Reduced |
| Bessemer Group Inc | 323,226 | $30.9M | 0.06% | +299,115+1,240.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 305,921 | $29.2M | 0.08% | +14,583+5.0% | Added |
| Intact Investment Management Inc. | 291,070 | $27.8M | 0.95% | −506,390−63.5% | Reduced |
| Van Eck Associates Corp | 277,461 | $26.5M | 0.03% | +82,248+42.1% | Added |
| Russell Investments Group, Ltd. | 259,852 | $24.8M | 0.03% | +21,499+9.0% | Added |
| Stifel Financial Corp | 242,512 | $23.2M | 0.02% | +11,317+4.9% | Added |
| Montrusco Bolton Investments Inc. | 242,313 | $23.1M | 0.30% | +242,313 | New |
| Millennium Management LLC | 238,662 | $22.8M | 0.02% | −29,562−11.0% | Reduced |
| Cidel Asset Management Inc | 237,194 | $22.6M | 1.48% | +3,298+1.4% | Added |
| Citigroup Inc | 231,752 | $22.1M | 0.02% | −39,942−14.7% | Reduced |
| Rempart Asset Management Inc. | 223,843 | $21.4M | 4.41% | −1,980−0.9% | Reduced |
| Omers Administration Corp | 219,955 | $21.0M | 0.18% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 208,400 | $19.9M | 0.15% | +35,400+20.5% | Added |
| Northwest & Ethical Investments L.P. | 202,639 | $19.4M | 0.53% | +58,531+40.6% | Added |
| American Century Companies Inc | 196,451 | $18.8M | 0.01% | +2,233+1.1% | Added |
| SIG North Trading, ULC | 188,630 | $18.0M | 3.67% | +176,262+1,425.1% | Added |
| Cardinal Point Capital Management, ULC | 183,378 | $17.4M | 1.60% | +183,378 | New |
| Canerector Inc | 125,000 | $17.2M | 13.32% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 162,496 | $15.5M | 0.10% | +1,078+0.7% | Added |
| Jane Street Group, LLC | 160,757 | $15.4M | 0.03% | −20,513−11.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 158,043 | $15.1M | 0.12% | +4,473+2.9% | Added |
| Qube Research & Technologies Ltd | 154,353 | $14.7M | 0.02% | +15,800+11.4% | Added |
| Varma Mutual Pension Insurance Co | 145,829 | $13.9M | 0.12% | −16,900−10.4% | Reduced |
| DekaBank Deutsche Girozentrale | 144,907 | $13.7M | 0.03% | +160+0.1% | Added |