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 |
|---|---|---|---|---|---|
| Guardian Partners Inc. | 338,734 | $44.3M | 3.75% | −4,503−1.3% | Reduced |
| APG Asset Management N.V. | 409,300 | $45.4M | 0.13% | +2,800+0.7% | Added |
| Public Sector Pension Investment Board | 363,878 | $47.4M | 0.17% | −1,806,240−83.2% | Reduced |
| Russell Investments Group, Ltd. | 370,391 | $48.2M | 0.05% | +67,223+22.2% | Added |
| Pictet Asset Management Holding SA | 396,783 | $51.7M | 0.05% | −5,954−1.5% | Reduced |
| LPL Financial LLC | 397,527 | $51.8M | 0.02% | +12,810+3.3% | Added |
| Picton Mahoney Asset Management | 405,969 | $52.9M | 0.67% | −310,912−43.4% | Reduced |
| Korea Investment CORP | 412,512 | $53.8M | 0.11% | −102,552−19.9% | Reduced |
| State of Tennessee, Treasury Department | 417,739 | $54.4M | 0.18% | −1,000−0.2% | Reduced |
| Envestnet Asset Management Inc | 433,452 | $56.5M | 0.02% | −19,618−4.3% | Reduced |
| Great West Life Assurance Co | 440,554 | $57.2M | 0.08% | +6,815+1.6% | Added |
| Agf Management Ltd | 362,640 | $59.6M | 0.26% | −244,308−40.3% | Reduced |
| Wells Fargo & Company | 469,891 | $61.2M | 0.01% | +5,327+1.1% | Added |
| Van Eck Associates Corp | 478,751 | $62.3M | 0.06% | +88,912+22.8% | Added |
| Nearwater Capital Markets, Ltd | 485,000 | $63.2M | 0.84% | +485,000 | New |
| Raymond James Financial Inc | 492,948 | $64.2M | 0.02% | +820+0.2% | Added |
| HSBC Holdings PLC | 499,622 | $65.1M | 0.04% | +96,437+23.9% | Added |
| Citigroup Inc | 502,382 | $65.5M | 0.05% | +134,699+36.6% | Added |
| Bank of Nova Scotia Trust Co | 505,499 | $65.8M | 6.12% | −4,783−0.9% | Reduced |
| Value Partners Investments Inc. | 511,321 | $66.6M | 5.44% | +4,459+0.9% | Added |
| Hillsdale Investment Management Inc. | 525,022 | $68.4M | 2.07% | −27,917−5.0% | Reduced |
| Nuveen, LLC | 534,625 | $69.7M | 0.02% | −5,504−1.0% | Reduced |
| Northern Trust Corp | 543,750 | $70.8M | 0.01% | +18,402+3.5% | Added |
| Aviva PLC | 578,699 | $75.3M | 0.14% | +34,222+6.3% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 594,303 | $77.4M | 4.62% | −13,398−2.2% | Reduced |
| British Columbia Investment Management Corp | 621,167 | $80.9M | 0.46% | −118,431−16.0% | Reduced |
| BlackRock, Inc. | 641,181 | $83.5M | 0.00% | +46,622+7.8% | Added |
| Bank of New York Mellon Corp | 756,500 | $98.5M | 0.02% | −8,573−1.1% | Reduced |
| Amundi | 969,304 | $127.7M | 0.04% | −14,542−1.5% | Reduced |
| Aviso Financial Inc. | 1,002,099 | $130.6M | 5.31% | +195,154+24.2% | Added |
| Addenda Capital Inc. | 734,616 | $133.2M | 3.94% | +63,432+9.5% | Added |
| Alberta Investment Management Corp | 1,108,500 | $144.4M | 1.05% | −373,500−25.2% | Reduced |
| Cardinal Capital Management, Inc. | 1,107,992 | $144.5M | 4.17% | +1,125+0.1% | Added |
| Omers Administration Corp | 1,132,955 | $147.7M | 1.06% | +805,900+246.4% | Added |
| D. E. Shaw & Co., Inc. | 1,135,007 | $147.9M | 0.12% | −261,221−18.7% | Reduced |
| MUFG Securities (Canada), Ltd. | 1,185,390 | $154.4M | 4.32% | −42,089−3.4% | Reduced |
| Federated Hermes, Inc. | 1,189,093 | $154.9M | 0.27% | −33,596−2.7% | Reduced |
| Clearbridge Investments, LLC | 1,296,450 | $168.9M | 0.13% | −25,780−1.9% | Reduced |
| Newport Trust Co | 1,321,915 | $172.2M | 0.39% | −23,990−1.8% | Reduced |
| Deutsche Bank AG | 1,375,445 | $179.2M | 0.06% | +118,403+9.4% | Added |
| Massachusetts Financial Services Co | 1,525,417 | $198.7M | 0.06% | −57,165−3.6% | Reduced |
| Invesco Ltd. | 1,606,369 | $209.2M | 0.03% | +544,999+51.3% | Added |
| Guardian Capital LP | 1,717,242 | $223.8M | 7.23% | −365,965−17.6% | Reduced |
| Letko, Brosseau & Associates Inc | 1,774,869 | $231.3M | 3.97% | −34,430−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,952,257 | $254.4M | 0.04% | −60,960−3.0% | Reduced |
| UBS Group AG | 2,127,377 | $277.1M | 0.05% | +1,294,169+155.3% | Added |
| Morgan Stanley | 2,189,088 | $285.1M | 0.02% | −343,808−13.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,279,855 | $297.0M | 0.94% | +305,692+15.5% | Added |
| TD Waterhouse Canada Inc. | 2,376,897 | $308.3M | 2.01% | +94,377+4.1% | Added |
| Manufacturers Life Insurance Company, The | 2,921,827 | $380.8M | 0.31% | −428,153−12.8% | Reduced |
| Acadian Asset Management LLC | 2,991,670 | $389.9M | 0.68% | +2,622,770+711.0% | Added |
| Bank of America Corp | 3,128,655 | $407.5M | 0.03% | −329,305−9.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,272,634 | $426.4M | 0.79% | −1,491,968−31.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,428,018 | $444.6M | 1.75% | +283,102+9.0% | Added |
| Goldman Sachs Group Inc | 3,444,760 | $448.7M | 0.06% | −2,040,077−37.2% | Reduced |
| Scotia Capital Inc. | 3,571,761 | $462.7M | 1.97% | −5,378−0.2% | Reduced |
| Dimensional Fund Advisors LP | 3,557,466 | $463.4M | 0.10% | +5,304+0.1% | Added |
| Canada Pension Plan Investment Board | 3,850,593 | $501.7M | 0.35% | +358,203+10.3% | Added |
| Fiera Capital Corp | 3,967,220 | $516.3M | 1.67% | +101,739+2.6% | Added |
| JPMorgan Chase & Co | 4,034,186 | $525.5M | 0.03% | −62,740−1.5% | Reduced |
| Legal & General Group Plc | 4,525,666 | $589.9M | 0.13% | +176,923+4.1% | Added |
| Beutel, Goodman & Co Ltd. | 5,387,726 | $702.2M | 4.23% | −380,246−6.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $706.4M | 1.27% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 5,833,830 | $760.4M | 4.18% | −566,349−8.8% | Reduced |
| Toronto Dominion Bank | 6,100,964 | $794.7M | 1.54% | −1,093,189−15.2% | Reduced |
| 1832 Asset Management L.P. | 6,336,500 | $825.3M | 1.40% | −519,491−7.6% | Reduced |
| Bank of Nova Scotia | 6,373,601 | $830.6M | 1.47% | −1,248,285−16.4% | Reduced |
| Geode Capital Management, LLC | 6,587,407 | $873.5M | 0.06% | +745,273+12.8% | Added |
| CIBC Asset Management Inc | 7,260,160 | $949.4M | 2.75% | +1,070,546+17.3% | Added |
| FMR LLC | 8,098,672 | $1.06B | 0.05% | +3,245,386+66.9% | Added |
| FIL Ltd | 8,199,662 | $1.07B | 0.84% | +4,037,495+97.0% | Added |
| Mackenzie Financial Corp | 9,516,315 | $1.24B | 1.50% | −535,377−5.3% | Reduced |
| National Bank of Canada | 11,252,157 | $1.46B | 1.65% | +945,178+9.2% | Added |
| CIBC World Markets Inc. | 12,444,855 | $1.62B | 3.36% | −1,107,046−8.2% | Reduced |
| TD Asset Management Inc | 19,079,026 | $2.49B | 2.02% | +1,789,188+10.3% | Added |
| Bank of Montreal | 28,501,393 | $3.71B | 1.63% | +112,009+0.4% | Added |
| Vanguard Group Inc | 32,343,957 | $4.21B | 0.06% | +149,944+0.5% | Added |
| Royal Bank of Canada | 65,465,513 | $8.53B | 1.52% | −17,9190.0% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −171,290−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −168,961−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −84,623−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −54,698−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −29,703−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −18,350−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −13,831−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −12,233−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −9,749−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −9,198−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,076−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,582−100.0% | Sold out |
| Midland Wealth Advisors LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −5,605−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −585,236−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,423−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,692−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −3,539−100.0% | Sold out |