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, Q2 2025
Institutional positions in Bank of Montreal as of Jun 30, 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
- 565
- +16 vs. Q1 2025
- Shares held
- 349.7M
- +4.50M (+1.3%) vs. Q1 2025
- Total value
- $38.7B
- +$5.68B (+17.2%) vs. Q1 2025
- New holders
- 64
- 185 more added
- Sold out
- 48
- 197 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 65,483,432 | $7.24B | 1.41% | +7,902,053+13.7% | Added |
| Vanguard Group Inc | 32,194,013 | $3.57B | 0.06% | +1,196,237+3.9% | Added |
| Bank of Montreal | 28,389,384 | $3.15B | 1.58% | −2,388,238−7.8% | Reduced |
| TD Asset Management Inc | 17,289,838 | $1.91B | 1.63% | −11,924−0.1% | Reduced |
| CIBC World Markets Inc. | 13,551,901 | $1.50B | 3.32% | −3,536,019−20.7% | Reduced |
| Norges Bank | 10,679,880 | $1.18B | 0.15% | +273,073+2.6% | Added |
| National Bank of Canada | 10,306,979 | $1.14B | 1.23% | −2,729,802−20.9% | Reduced |
| Mackenzie Financial Corp | 10,051,692 | $1.11B | 1.44% | −117,641−1.2% | Reduced |
| Bank of Nova Scotia | 7,621,886 | $844.4M | 1.73% | −787,481−9.4% | Reduced |
| Toronto Dominion Bank | 7,194,153 | $797.7M | 1.71% | −929,786−11.4% | Reduced |
| 1832 Asset Management L.P. | 6,855,991 | $758.5M | 1.32% | −84,646−1.2% | Reduced |
| Jarislowsky, Fraser Ltd | 6,400,179 | $707.8M | 4.04% | −149,380−2.3% | Reduced |
| CIBC Asset Management Inc | 6,189,614 | $686.7M | 2.16% | −442,333−6.7% | Reduced |
| Geode Capital Management, LLC | 5,842,134 | $655.7M | 0.05% | +939,156+19.2% | Added |
| Beutel, Goodman & Co Ltd. | 5,767,972 | $637.9M | 3.63% | −204,686−3.4% | Reduced |
| Goldman Sachs Group Inc | 5,484,837 | $606.8M | 0.10% | +1,401,332+34.3% | Added |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $599.4M | 1.28% | 00.0% | Unchanged |
| FMR LLC | 4,853,286 | $537.8M | 0.03% | −119,250−2.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,764,602 | $528.4M | 1.06% | +3,331,968+232.6% | Added |
| Legal & General Group Plc | 4,348,743 | $481.0M | 0.12% | +16,538+0.4% | Added |
| FIL Ltd | 4,162,167 | $461.3M | 0.39% | −1,025,031−19.8% | Reduced |
| JPMorgan Chase & Co | 4,096,926 | $453.2M | 0.03% | +158,442+4.0% | Added |
| Fiera Capital Corp | 3,865,481 | $428.1M | 1.45% | +5800.0% | Added |
| Scotia Capital Inc. | 3,577,139 | $395.8M | 1.87% | +113,643+3.3% | Added |
| Dimensional Fund Advisors LP | 3,552,162 | $393.0M | 0.09% | −12,216−0.3% | Reduced |
| Canada Pension Plan Investment Board | 3,492,390 | $387.3M | 0.33% | −184,247−5.0% | Reduced |
| Bank of America Corp | 3,457,960 | $382.6M | 0.03% | −187,933−5.2% | Reduced |
| Manufacturers Life Insurance Company, The | 3,349,980 | $369.3M | 0.33% | −2,730,133−44.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,144,916 | $347.9M | 1.53% | −75,363−2.3% | Reduced |
| Morgan Stanley | 2,532,896 | $280.2M | 0.02% | −114,421−4.3% | Reduced |
| TD Waterhouse Canada Inc. | 2,282,520 | $253.6M | 1.82% | −62,549−2.7% | Reduced |
| Public Sector Pension Investment Board | 2,170,118 | $240.0M | 1.03% | +2,099,800+2,986.1% | Added |
| Guardian Capital LP | 2,083,207 | $230.4M | 8.15% | +19,080+0.9% | Added |
| Charles Schwab Investment Management Inc | 2,013,217 | $222.7M | 0.04% | +72,210+3.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,974,163 | $218.9M | 0.77% | +43,257+2.2% | Added |
| Letko, Brosseau & Associates Inc | 1,809,299 | $200.1M | 3.83% | −17,300−0.9% | Reduced |
| Massachusetts Financial Services Co | 1,582,582 | $175.1M | 0.06% | −2,532−0.2% | Reduced |
| Alberta Investment Management Corp | 1,482,000 | $164.3M | 1.29% | −218,523−12.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,396,228 | $154.8M | 0.15% | +964,078+223.1% | Added |
| Newport Trust Co | 1,345,905 | $148.9M | 0.36% | −8,537−0.6% | Reduced |
| Clearbridge Investments, LLC | 1,322,230 | $144.7M | 0.12% | −70,653−5.1% | Reduced |
| Deutsche Bank AG | 1,257,042 | $139.1M | 0.05% | +177,493+16.4% | Added |
| MUFG Securities (Canada), Ltd. | 1,227,479 | $135.8M | 4.13% | +115,447+10.4% | Added |
| Federated Hermes, Inc. | 1,222,689 | $135.3M | 0.25% | +24,914+2.1% | Added |
| Cardinal Capital Management, Inc. | 1,106,867 | $122.6M | 3.84% | −1,650−0.1% | Reduced |
| Invesco Ltd. | 1,061,370 | $117.4M | 0.02% | +49,113+4.9% | Added |
| UBS Asset Management Americas Inc | 1,016,097 | $112.4M | 0.02% | +13,634+1.4% | Added |
| Amundi | 983,846 | $110.3M | 0.04% | +281,882+40.2% | Added |
| Addenda Capital Inc. | 671,184 | $101.3M | 3.64% | −21,783−3.1% | Reduced |
| UBS Group AG | 833,208 | $92.2M | 0.02% | +127,799+18.1% | Added |
| Aviso Financial Inc. | 806,945 | $89.4M | 4.03% | −234,787−22.5% | Reduced |
| Bank of New York Mellon Corp | 765,073 | $84.6M | 0.02% | +18,460+2.5% | Added |
| British Columbia Investment Management Corp | 739,598 | $82.0M | 0.48% | +114,458+18.3% | Added |
| Picton Mahoney Asset Management | 716,881 | $79.1M | 1.12% | +716,881 | New |
| Agf Management Ltd | 606,948 | $77.1M | 0.35% | −27,857−4.4% | Reduced |
| Two Sigma Investments, LP | 626,346 | $69.3M | 0.12% | +162,406+35.0% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 607,701 | $67.4M | 4.36% | +44,618+7.9% | Added |
| BlackRock, Inc. | 594,559 | $65.8M | 0.00% | −27,908−4.5% | Reduced |
| Hillsdale Investment Management Inc. | 552,939 | $61.3M | 2.26% | −87,345−13.6% | Reduced |
| Aviva PLC | 544,477 | $60.3M | 0.12% | +34,065+6.7% | Added |
| Nuveen, LLC | 540,129 | $59.7M | 0.02% | −5,222−1.0% | Reduced |
| Northern Trust Corp | 525,348 | $58.1M | 0.01% | −45,450−8.0% | Reduced |
| Korea Investment CORP | 515,064 | $57.0M | 0.13% | +55,848+12.2% | Added |
| Bank of Nova Scotia Trust Co | 510,282 | $56.5M | 5.55% | +3,958+0.8% | Added |
| Value Partners Investments Inc. | 506,862 | $56.1M | 4.38% | −1,273−0.3% | Reduced |
| Raymond James Financial Inc | 492,128 | $54.4M | 0.02% | −1,085−0.2% | Reduced |
| Wells Fargo & Company | 464,564 | $51.5M | 0.01% | −1980.0% | Reduced |
| Envestnet Asset Management Inc | 453,070 | $50.1M | 0.01% | −11,053−2.4% | Reduced |
| Great West Life Assurance Co | 433,739 | $48.0M | 0.08% | −43,910−9.2% | Reduced |
| State of Tennessee, Treasury Department | 418,739 | $46.3M | 0.17% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 411,108 | $45.5M | 0.06% | +256,755+166.3% | Added |
| HSBC Holdings PLC | 403,185 | $44.7M | 0.03% | +23,046+6.1% | Added |
| Pictet Asset Management Holding SA | 402,737 | $44.5M | 0.05% | +3,879+1.0% | Added |
| Van Eck Associates Corp | 389,839 | $43.2M | 0.05% | +112,378+40.5% | Added |
| LPL Financial LLC | 384,717 | $42.6M | 0.01% | +32,193+9.1% | Added |
| First Trust Advisors LP | 370,818 | $41.0M | 0.03% | −59,750−13.9% | Reduced |
| Acadian Asset Management LLC | 368,900 | $40.8M | 0.08% | +356,900+2,974.2% | Added |
| Citigroup Inc | 367,683 | $40.7M | 0.03% | +135,931+58.7% | Added |
| Guardian Partners Inc. | 343,237 | $38.9M | 3.50% | −6,676−1.9% | Reduced |
| APG Asset Management N.V. | 406,500 | $38.3M | 0.11% | +9,400+2.4% | Added |
| Franklin Resources Inc | 334,046 | $37.0M | 0.01% | −4,872−1.4% | Reduced |
| Omers Administration Corp | 327,055 | $36.2M | 0.28% | +107,100+48.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 306,939 | $33.9M | 0.08% | +1,018+0.3% | Added |
| Russell Investments Group, Ltd. | 303,168 | $33.5M | 0.04% | +43,316+16.7% | Added |
| Jane Street Group, LLC | 271,989 | $30.1M | 0.05% | +111,232+69.2% | Added |
| Stifel Financial Corp | 244,760 | $27.1M | 0.03% | +2,248+0.9% | Added |
| Forsta Ap-Fonden | 241,400 | $26.7M | 0.18% | +33,000+15.8% | Added |
| Intact Investment Management Inc. | 231,550 | $25.7M | 0.87% | −59,520−20.4% | Reduced |
| Rempart Asset Management Inc. | 220,625 | $24.4M | 4.69% | −3,218−1.4% | Reduced |
| Renaissance Technologies LLC | 205,895 | $22.8M | 0.03% | +160,700+355.6% | Added |
| American Century Companies Inc | 196,731 | $21.8M | 0.01% | +280+0.1% | Added |
| Montrusco Bolton Investments Inc. | 193,890 | $21.4M | 0.24% | −48,423−20.0% | Reduced |
| Neuberger Berman Group LLC | 191,843 | $21.2M | 0.02% | +64,370+50.5% | Added |
| Cardinal Point Capital Management, ULC | 182,403 | $20.2M | 1.60% | −975−0.5% | Reduced |
| Voloridge Investment Management, LLC | 171,290 | $18.9M | 0.07% | −316,536−64.9% | Reduced |
| Canerector Inc | 125,000 | $18.9M | 10.70% | 00.0% | Unchanged |
| AXA S.A. | 168,961 | $18.7M | 0.05% | +56,391+50.1% | Added |
| Northwest & Ethical Investments L.P. | 159,042 | $17.6M | 0.44% | −43,597−21.5% | Reduced |
| Intech Investment Management LLC | 155,674 | $17.2M | 0.16% | +51,420+49.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 154,124 | $17.0M | 0.10% | −8,372−5.2% | Reduced |