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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 570,798 | $54.5M | 0.01% | +32,989+6.1% | Added |
| BlackRock, Inc. | 622,467 | $59.5M | 0.00% | +21,011+3.5% | Added |
| British Columbia Investment Management Corp | 625,140 | $59.7M | 0.37% | +171,686+37.9% | Added |
| Hillsdale Investment Management Inc. | 640,284 | $61.2M | 3.11% | +225,250+54.3% | Added |
| UBS Group AG | 705,409 | $67.4M | 0.01% | +433,692+159.6% | Added |
| Amundi | 701,964 | $67.4M | 0.02% | −36,203−4.9% | Reduced |
| Agf Management Ltd | 634,805 | $71.1M | 0.38% | −345,968−35.3% | Reduced |
| Bank of New York Mellon Corp | 746,613 | $71.3M | 0.01% | +37,846+5.3% | Added |
| Addenda Capital Inc. | 692,967 | $95.2M | 3.52% | −67,647−8.9% | Reduced |
| UBS Asset Management Americas Inc | 1,002,463 | $95.7M | 0.02% | +66,838+7.1% | Added |
| Invesco Ltd. | 1,012,257 | $96.7M | 0.02% | −81,796−7.5% | Reduced |
| Aviso Financial Inc. | 1,041,732 | $99.5M | 4.91% | +13,860+1.3% | Added |
| Deutsche Bank AG | 1,079,549 | $103.1M | 0.04% | +62,890+6.2% | Added |
| Cardinal Capital Management, Inc. | 1,108,517 | $105.9M | 3.60% | −178,185−13.8% | Reduced |
| MUFG Securities (Canada), Ltd. | 1,112,032 | $106.2M | 3.70% | −2,068−0.2% | Reduced |
| Federated Hermes, Inc. | 1,197,775 | $114.4M | 0.25% | +37,281+3.2% | Added |
| Newport Trust Co | 1,354,442 | $129.4M | 0.33% | −28,877−2.1% | Reduced |
| Clearbridge Investments, LLC | 1,392,883 | $133.0M | 0.12% | −72,624−5.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,432,634 | $136.8M | 0.30% | −192,807−11.9% | Reduced |
| Massachusetts Financial Services Co | 1,585,114 | $151.4M | 0.05% | −23,338−1.5% | Reduced |
| Alberta Investment Management Corp | 1,700,523 | $162.4M | 1.11% | +308,523+22.2% | Added |
| Letko, Brosseau & Associates Inc | 1,826,599 | $174.4M | 3.71% | −52,365−2.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,930,906 | $184.4M | 0.80% | +103,149+5.6% | Added |
| Charles Schwab Investment Management Inc | 1,941,007 | $185.3M | 0.03% | +27,291+1.4% | Added |
| Guardian Capital LP | 2,064,127 | $197.1M | 7.76% | −87,749−4.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,345,069 | $223.6M | 1.83% | −308,191−11.6% | Reduced |
| Morgan Stanley | 2,647,317 | $252.8M | 0.02% | +1,113,060+72.5% | Added |
| Federation des caisses Desjardins du Quebec | 3,220,279 | $307.0M | 1.52% | −1,707,414−34.6% | Reduced |
| Scotia Capital Inc. | 3,463,496 | $330.0M | 1.77% | −29,914−0.9% | Reduced |
| Dimensional Fund Advisors LP | 3,564,378 | $340.4M | 0.08% | −39,710−1.1% | Reduced |
| Bank of America Corp | 3,645,893 | $348.2M | 0.03% | +1,902,148+109.1% | Added |
| Canada Pension Plan Investment Board | 3,676,637 | $351.2M | 0.34% | +1,469,084+66.5% | Added |
| Fiera Capital Corp | 3,864,901 | $369.4M | 1.33% | +163,087+4.4% | Added |
| JPMorgan Chase & Co | 3,938,484 | $376.2M | 0.03% | +303,496+8.3% | Added |
| Goldman Sachs Group Inc | 4,083,505 | $390.0M | 0.07% | +2,723,061+200.2% | Added |
| Legal & General Group Plc | 4,332,205 | $413.7M | 0.11% | +87,335+2.1% | Added |
| FMR LLC | 4,972,536 | $474.8M | 0.03% | −235,895−4.5% | Reduced |
| Geode Capital Management, LLC | 4,902,978 | $476.5M | 0.04% | +605,352+14.1% | Added |
| FIL Ltd | 5,187,198 | $495.3M | 0.47% | +3,018,115+139.1% | Added |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $517.5M | 1.09% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 5,972,658 | $570.3M | 3.29% | −643,956−9.7% | Reduced |
| Manufacturers Life Insurance Company, The | 6,080,113 | $583.8M | 0.55% | −758,058−11.1% | Reduced |
| Jarislowsky, Fraser Ltd | 6,549,559 | $625.4M | 3.92% | −162,214−2.4% | Reduced |
| CIBC Asset Management Inc | 6,631,947 | $636.7M | 2.11% | +260,542+4.1% | Added |
| 1832 Asset Management L.P. | 6,940,637 | $662.9M | 1.27% | −451,369−6.1% | Reduced |
| Toronto Dominion Bank | 8,123,939 | $775.9M | 1.98% | −378,326−4.4% | Reduced |
| Bank of Nova Scotia | 8,409,367 | $803.2M | 1.80% | −498,045−5.6% | Reduced |
| Mackenzie Financial Corp | 10,169,333 | $971.1M | 1.38% | −2,046,295−16.8% | Reduced |
| Norges Bank | 10,406,807 | $993.9M | 0.14% | −57,714−0.6% | Reduced |
| National Bank of Canada | 13,036,781 | $1.24B | 1.46% | −711,722−5.2% | Reduced |
| CIBC World Markets Inc. | 17,087,920 | $1.63B | 3.72% | +676,098+4.1% | Added |
| TD Asset Management Inc | 17,301,762 | $1.65B | 1.52% | −313,379−1.8% | Reduced |
| Bank of Montreal | 30,777,622 | $2.94B | 1.57% | +904,456+3.0% | Added |
| Vanguard Group Inc | 30,997,776 | $2.96B | 0.05% | +503,027+1.6% | Added |
| Royal Bank of Canada | 57,581,379 | $5.50B | 1.23% | −2,975,582−4.9% | Reduced |
| Legacy Advisors, LLC | 152 | – | – | +152 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −817,796−100.0% | Sold out |
| Burgundy Asset Management Ltd. | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −64,983−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −30,994−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,742−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −740,236−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,030−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,548−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −5,514−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,476−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,275−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −4,058−100.0% | Sold out |
| Nexus Investment Management ULC | 0 | $0 | 0.00% | −3,854−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −3,553−100.0% | Sold out |
| FineMark National Bank & Trust | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −2,597−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,236−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Avant Financial Advisors LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Riverpoint Wealth Management Holdings, LLC | 0 | $0 | 0.00% | −2,075−100.0% | Sold out |
| SNS Financial Group, LLC | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |