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, Q3 2025
Institutional positions in Bank of Montreal as of Sep 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
- 578
- +23 vs. Q2 2025
- Shares held
- 342.4M
- +3.35M (+1.0%) vs. Q2 2025
- Total value
- $44.7B
- +$7.16B (+19.1%) vs. Q2 2025
- New holders
- 76
- 194 more added
- Sold out
- 53
- 182 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 65,465,513 | $8.53B | 1.52% | −17,9190.0% | Reduced |
| Vanguard Group Inc | 32,343,957 | $4.21B | 0.06% | +149,944+0.5% | Added |
| Bank of Montreal | 28,501,393 | $3.71B | 1.63% | +112,009+0.4% | Added |
| TD Asset Management Inc | 19,079,026 | $2.49B | 2.02% | +1,789,188+10.3% | Added |
| CIBC World Markets Inc. | 12,444,855 | $1.62B | 3.36% | −1,107,046−8.2% | Reduced |
| National Bank of Canada | 11,252,157 | $1.46B | 1.65% | +945,178+9.2% | Added |
| Mackenzie Financial Corp | 9,516,315 | $1.24B | 1.50% | −535,377−5.3% | Reduced |
| FIL Ltd | 8,199,662 | $1.07B | 0.84% | +4,037,495+97.0% | Added |
| FMR LLC | 8,098,672 | $1.06B | 0.05% | +3,245,386+66.9% | Added |
| CIBC Asset Management Inc | 7,260,160 | $949.4M | 2.75% | +1,070,546+17.3% | Added |
| Geode Capital Management, LLC | 6,587,407 | $873.5M | 0.06% | +745,273+12.8% | Added |
| Bank of Nova Scotia | 6,373,601 | $830.6M | 1.47% | −1,248,285−16.4% | Reduced |
| 1832 Asset Management L.P. | 6,336,500 | $825.3M | 1.40% | −519,491−7.6% | Reduced |
| Toronto Dominion Bank | 6,100,964 | $794.7M | 1.54% | −1,093,189−15.2% | Reduced |
| Jarislowsky, Fraser Ltd | 5,833,830 | $760.4M | 4.18% | −566,349−8.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $706.4M | 1.27% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 5,387,726 | $702.2M | 4.23% | −380,246−6.6% | Reduced |
| Legal & General Group Plc | 4,525,666 | $589.9M | 0.13% | +176,923+4.1% | Added |
| JPMorgan Chase & Co | 4,034,186 | $525.5M | 0.03% | −62,740−1.5% | Reduced |
| Fiera Capital Corp | 3,967,220 | $516.3M | 1.67% | +101,739+2.6% | Added |
| Canada Pension Plan Investment Board | 3,850,593 | $501.7M | 0.35% | +358,203+10.3% | Added |
| Dimensional Fund Advisors LP | 3,557,466 | $463.4M | 0.10% | +5,304+0.1% | Added |
| Scotia Capital Inc. | 3,571,761 | $462.7M | 1.97% | −5,378−0.2% | Reduced |
| Goldman Sachs Group Inc | 3,444,760 | $448.7M | 0.06% | −2,040,077−37.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,428,018 | $444.6M | 1.75% | +283,102+9.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,272,634 | $426.4M | 0.79% | −1,491,968−31.3% | Reduced |
| Bank of America Corp | 3,128,655 | $407.5M | 0.03% | −329,305−9.5% | Reduced |
| Acadian Asset Management LLC | 2,991,670 | $389.9M | 0.68% | +2,622,770+711.0% | Added |
| Manufacturers Life Insurance Company, The | 2,921,827 | $380.8M | 0.31% | −428,153−12.8% | Reduced |
| TD Waterhouse Canada Inc. | 2,376,897 | $308.3M | 2.01% | +94,377+4.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,279,855 | $297.0M | 0.94% | +305,692+15.5% | Added |
| Morgan Stanley | 2,189,088 | $285.1M | 0.02% | −343,808−13.6% | Reduced |
| UBS Group AG | 2,127,377 | $277.1M | 0.05% | +1,294,169+155.3% | Added |
| Charles Schwab Investment Management Inc | 1,952,257 | $254.4M | 0.04% | −60,960−3.0% | Reduced |
| Letko, Brosseau & Associates Inc | 1,774,869 | $231.3M | 3.97% | −34,430−1.9% | Reduced |
| Guardian Capital LP | 1,717,242 | $223.8M | 7.23% | −365,965−17.6% | Reduced |
| Invesco Ltd. | 1,606,369 | $209.2M | 0.03% | +544,999+51.3% | Added |
| Massachusetts Financial Services Co | 1,525,417 | $198.7M | 0.06% | −57,165−3.6% | Reduced |
| Deutsche Bank AG | 1,375,445 | $179.2M | 0.06% | +118,403+9.4% | Added |
| Newport Trust Co | 1,321,915 | $172.2M | 0.39% | −23,990−1.8% | Reduced |
| Clearbridge Investments, LLC | 1,296,450 | $168.9M | 0.13% | −25,780−1.9% | Reduced |
| Federated Hermes, Inc. | 1,189,093 | $154.9M | 0.27% | −33,596−2.7% | Reduced |
| MUFG Securities (Canada), Ltd. | 1,185,390 | $154.4M | 4.32% | −42,089−3.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,135,007 | $147.9M | 0.12% | −261,221−18.7% | Reduced |
| Omers Administration Corp | 1,132,955 | $147.7M | 1.06% | +805,900+246.4% | Added |
| Cardinal Capital Management, Inc. | 1,107,992 | $144.5M | 4.17% | +1,125+0.1% | Added |
| Alberta Investment Management Corp | 1,108,500 | $144.4M | 1.05% | −373,500−25.2% | Reduced |
| Addenda Capital Inc. | 734,616 | $133.2M | 3.94% | +63,432+9.5% | Added |
| Aviso Financial Inc. | 1,002,099 | $130.6M | 5.31% | +195,154+24.2% | Added |
| Amundi | 969,304 | $127.7M | 0.04% | −14,542−1.5% | Reduced |
| Bank of New York Mellon Corp | 756,500 | $98.5M | 0.02% | −8,573−1.1% | Reduced |
| BlackRock, Inc. | 641,181 | $83.5M | 0.00% | +46,622+7.8% | Added |
| British Columbia Investment Management Corp | 621,167 | $80.9M | 0.46% | −118,431−16.0% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 594,303 | $77.4M | 4.62% | −13,398−2.2% | Reduced |
| Aviva PLC | 578,699 | $75.3M | 0.14% | +34,222+6.3% | Added |
| Northern Trust Corp | 543,750 | $70.8M | 0.01% | +18,402+3.5% | Added |
| Nuveen, LLC | 534,625 | $69.7M | 0.02% | −5,504−1.0% | Reduced |
| Hillsdale Investment Management Inc. | 525,022 | $68.4M | 2.07% | −27,917−5.0% | Reduced |
| Value Partners Investments Inc. | 511,321 | $66.6M | 5.44% | +4,459+0.9% | Added |
| Bank of Nova Scotia Trust Co | 505,499 | $65.8M | 6.12% | −4,783−0.9% | Reduced |
| Citigroup Inc | 502,382 | $65.5M | 0.05% | +134,699+36.6% | Added |
| HSBC Holdings PLC | 499,622 | $65.1M | 0.04% | +96,437+23.9% | Added |
| Raymond James Financial Inc | 492,948 | $64.2M | 0.02% | +820+0.2% | Added |
| Nearwater Capital Markets, Ltd | 485,000 | $63.2M | 0.84% | +485,000 | New |
| Van Eck Associates Corp | 478,751 | $62.3M | 0.06% | +88,912+22.8% | Added |
| Wells Fargo & Company | 469,891 | $61.2M | 0.01% | +5,327+1.1% | Added |
| Agf Management Ltd | 362,640 | $59.6M | 0.26% | −244,308−40.3% | Reduced |
| Great West Life Assurance Co | 440,554 | $57.2M | 0.08% | +6,815+1.6% | Added |
| Envestnet Asset Management Inc | 433,452 | $56.5M | 0.02% | −19,618−4.3% | Reduced |
| State of Tennessee, Treasury Department | 417,739 | $54.4M | 0.18% | −1,000−0.2% | Reduced |
| Korea Investment CORP | 412,512 | $53.8M | 0.11% | −102,552−19.9% | Reduced |
| Picton Mahoney Asset Management | 405,969 | $52.9M | 0.67% | −310,912−43.4% | Reduced |
| LPL Financial LLC | 397,527 | $51.8M | 0.02% | +12,810+3.3% | Added |
| Pictet Asset Management Holding SA | 396,783 | $51.7M | 0.05% | −5,954−1.5% | Reduced |
| Russell Investments Group, Ltd. | 370,391 | $48.2M | 0.05% | +67,223+22.2% | Added |
| Public Sector Pension Investment Board | 363,878 | $47.4M | 0.17% | −1,806,240−83.2% | Reduced |
| APG Asset Management N.V. | 409,300 | $45.4M | 0.13% | +2,800+0.7% | Added |
| Guardian Partners Inc. | 338,734 | $44.3M | 3.75% | −4,503−1.3% | Reduced |
| First Trust Advisors LP | 300,395 | $39.1M | 0.03% | −70,423−19.0% | Reduced |
| Franklin Resources Inc | 299,029 | $38.8M | 0.01% | −35,017−10.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 291,184 | $38.0M | 0.09% | −15,755−5.1% | Reduced |
| Renaissance Technologies LLC | 247,795 | $32.3M | 0.04% | +41,900+20.4% | Added |
| American Century Companies Inc | 243,615 | $31.7M | 0.02% | +46,884+23.8% | Added |
| Montrusco Bolton Investments Inc. | 227,141 | $29.6M | 0.34% | +33,251+17.1% | Added |
| Rempart Asset Management Inc. | 221,770 | $28.9M | 5.35% | +1,145+0.5% | Added |
| Intact Investment Management Inc. | 217,230 | $28.3M | 0.86% | −14,320−6.2% | Reduced |
| Forsta Ap-Fonden | 214,600 | $28.0M | 0.17% | −26,800−11.1% | Reduced |
| Neuberger Berman Group LLC | 185,565 | $24.2M | 0.02% | −6,278−3.3% | Reduced |
| Candriam Luxembourg S.C.A. | 180,563 | $23.5M | 0.12% | +173,758+2,553.4% | Added |
| Cardinal Point Capital Management, ULC | 177,447 | $23.1M | 1.62% | −4,956−2.7% | Reduced |
| Canerector Inc | 125,000 | $22.7M | 11.57% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,806 | $21.5M | 0.06% | +37,029+29.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 162,321 | $21.2M | 0.11% | +8,197+5.3% | Added |
| O'Shaughnessy Asset Management, LLC | 159,657 | $20.8M | 0.12% | +7,337+4.8% | Added |
| Two Sigma Investments, LP | 154,440 | $20.1M | 0.03% | −471,906−75.3% | Reduced |
| Varma Mutual Pension Insurance Co | 149,129 | $19.4M | 0.12% | +11,900+8.7% | Added |
| AXA Investment Managers S.A. | 147,667 | $19.2M | 0.05% | +147,667 | New |
| Stifel Financial Corp | 147,642 | $19.2M | 0.02% | −97,118−39.7% | Reduced |
| DekaBank Deutsche Girozentrale | 144,747 | $18.7M | 0.03% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 142,169 | $18.5M | 0.44% | −16,873−10.6% | Reduced |