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, Q4 2025
Institutional positions in Bank of Montreal as of Dec 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
- 617
- +53 vs. Q3 2025
- Shares held
- 331.3M
- −4.86M (−1.4%) vs. Q3 2025
- Total value
- $43.2B
- −$653.4M (−1.5%) vs. Q3 2025
- New holders
- 95
- 186 more added
- Sold out
- 42
- 201 more reduced
14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 107,319 | $13.9M | 0.05% | −2,600−2.4% | Reduced |
| USS Investment Management Ltd | 109,149 | $14.2M | 0.07% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 144,747 | $14.3M | 0.03% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 110,795 | $14.4M | 0.07% | +10,921+10.9% | Added |
| OpenArc Corporate Advisory, LLC | 116,031 | $15.1M | 0.25% | +116,031 | New |
| Triasima Portfolio Management inc. | 116,166 | $15.1M | 2.26% | +16,274+16.3% | Added |
| Generali Asset Management SPA SGR | 86,672 | $15.4M | 0.32% | +11,320+15.0% | Added |
| Stifel Financial Corp | 123,490 | $16.0M | 0.01% | −24,152−16.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 131,825 | $17.1M | 0.04% | −32,981−20.0% | Reduced |
| Varma Mutual Pension Insurance Co | 143,329 | $18.6M | 0.11% | −5,800−3.9% | Reduced |
| Northwest & Ethical Investments L.P. | 146,858 | $19.1M | 0.43% | +4,689+3.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 110,065 | $19.6M | 0.02% | +110,065 | New |
| Renaissance Technologies LLC | 164,995 | $21.4M | 0.03% | −82,800−33.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 164,995 | $21.5M | 0.11% | +2,674+1.6% | Added |
| Mn Services Vermogensbeheer B.V. | 165,213 | $21.5M | 0.13% | +23,113+16.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 167,739 | $21.8M | 0.09% | +56,288+50.5% | Added |
| O'Shaughnessy Asset Management, LLC | 167,805 | $21.8M | 0.12% | +8,148+5.1% | Added |
| Canerector Inc | 125,000 | $22.3M | 10.90% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 178,488 | $23.2M | 1.52% | +1,041+0.6% | Added |
| Forsta Ap-Fonden | 180,600 | $23.5M | 0.14% | −34,000−15.8% | Reduced |
| Investment Management Corp of Ontario | 185,538 | $24.1M | 0.32% | +61,662+49.8% | Added |
| Jane Street Group, LLC | 201,553 | $26.2M | 0.03% | +64,710+47.3% | Added |
| Man Group plc | 204,396 | $26.6M | 0.05% | +162,237+384.8% | Added |
| Rempart Asset Management Inc. | 207,665 | $27.0M | 5.10% | −14,105−6.4% | Reduced |
| Montrusco Bolton Investments Inc. | 208,443 | $27.1M | 0.34% | −18,698−8.2% | Reduced |
| Candriam Luxembourg S.C.A. | 209,417 | $27.2M | 0.14% | +28,854+16.0% | Added |
| Intact Investment Management Inc. | 212,320 | $27.6M | 0.79% | −4,910−2.3% | Reduced |
| Neuberger Berman Group LLC | 212,172 | $27.6M | 0.02% | +26,607+14.3% | Added |
| Intech Investment Management LLC | 233,814 | $30.4M | 0.27% | +95,886+69.5% | Added |
| Millennium Management LLC | 251,707 | $32.7M | 0.02% | +233,288+1,266.6% | Added |
| State of Wisconsin Investment Board | 259,753 | $33.8M | 0.08% | +259,753 | New |
| AQR Capital Management LLC | 275,988 | $35.8M | 0.02% | +230,020+500.4% | Added |
| American Century Companies Inc | 280,923 | $36.5M | 0.02% | +37,308+15.3% | Added |
| First Trust Advisors LP | 288,183 | $37.4M | 0.03% | −12,212−4.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 299,918 | $39.0M | 0.08% | +8,734+3.0% | Added |
| Purpose Unlimited Inc. | 301,031 | $39.1M | 1.79% | +301,031 | New |
| APG Asset Management N.V. | 368,969 | $40.9M | 0.12% | −40,331−9.9% | Reduced |
| Franklin Resources Inc | 317,254 | $41.2M | 0.01% | +18,225+6.1% | Added |
| Russell Investments Group, Ltd. | 318,561 | $41.4M | 0.05% | −51,830−14.0% | Reduced |
| Envestnet Asset Management Inc | 331,169 | $43.0M | 0.01% | −102,283−23.6% | Reduced |
| LPL Financial LLC | 339,198 | $44.0M | 0.01% | −58,329−14.7% | Reduced |
| Qube Research & Technologies Ltd | 350,787 | $45.5M | 0.07% | +265,852+313.0% | Added |
| Great West Life Assurance Co | 356,827 | $46.4M | 0.08% | −83,727−19.0% | Reduced |
| Wells Fargo & Company | 365,849 | $47.5M | 0.01% | −104,042−22.1% | Reduced |
| Raymond James Financial Inc | 382,192 | $49.6M | 0.02% | −110,756−22.5% | Reduced |
| Delaney Capital Management Ltd. | 385,029 | $50.1M | 8.30% | +385,029 | New |
| Public Sector Pension Investment Board | 391,429 | $50.8M | 0.17% | +27,551+7.6% | Added |
| Guardian Partners Inc. | 371,924 | $52.2M | 4.18% | +33,190+9.8% | Added |
| Pictet Asset Management Holding SA | 401,756 | $52.2M | 0.05% | +4,973+1.3% | Added |
| State of Tennessee, Treasury Department | 399,601 | $54.7M | 0.17% | −18,138−4.3% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 464,627 | $60.3M | 4.14% | −129,676−21.8% | Reduced |
| Value Partners Investments Inc. | 465,338 | $60.5M | 4.64% | −45,983−9.0% | Reduced |
| Hillsdale Investment Management Inc. | 478,120 | $62.2M | 1.72% | −46,902−8.9% | Reduced |
| Jefferies Financial Group Inc. | 479,492 | $62.2M | 0.51% | +472,000+6,300.1% | Added |
| Korea Investment CORP | 488,726 | $63.6M | 0.13% | +76,214+18.5% | Added |
| Quadrature Capital Ltd | 507,782 | $66.0M | 0.67% | +507,782 | New |
| Bank of Nova Scotia Trust Co | 511,456 | $66.4M | 5.77% | +5,957+1.2% | Added |
| UBS Group AG | 518,524 | $67.3M | 0.01% | −1,608,853−75.6% | Reduced |
| Citigroup Inc | 528,447 | $68.7M | 0.05% | +26,065+5.2% | Added |
| Nuveen, LLC | 533,388 | $69.4M | 0.02% | −1,237−0.2% | Reduced |
| Northern Trust Corp | 546,110 | $70.9M | 0.01% | +2,360+0.4% | Added |
| Aviva PLC | 610,264 | $79.3M | 0.13% | +31,565+5.5% | Added |
| Van Eck Associates Corp | 619,368 | $80.4M | 0.07% | +140,617+29.4% | Added |
| BlackRock, Inc. | 644,302 | $83.6M | 0.00% | +3,121+0.5% | Added |
| Guardian Capital LP | 680,733 | $88.4M | 2.62% | −1,036,509−60.4% | Reduced |
| Agf Management Ltd | 637,754 | $94.3M | 0.41% | +275,114+75.9% | Added |
| Bank of New York Mellon Corp | 738,973 | $95.9M | 0.02% | −17,527−2.3% | Reduced |
| Federated Hermes, Inc. | 865,639 | $112.4M | 0.19% | −323,454−27.2% | Reduced |
| British Columbia Investment Management Corp | 935,883 | $121.5M | 0.64% | +314,716+50.7% | Added |
| BCV Asset Management Inc. | 654,737 | $127.7M | 3.23% | +654,737 | New |
| Addenda Capital Inc. | 725,333 | $129.3M | 3.79% | −9,283−1.3% | Reduced |
| Alberta Investment Management Corp | 1,000,300 | $129.9M | 0.78% | −108,200−9.8% | Reduced |
| Aviso Financial Inc. | 1,022,316 | $132.8M | 5.05% | +20,217+2.0% | Added |
| MUFG Securities (Canada), Ltd. | 1,083,543 | $140.7M | 3.91% | −101,847−8.6% | Reduced |
| Clearbridge Investments, LLC | 1,185,077 | $153.8M | 0.12% | −111,373−8.6% | Reduced |
| Acadian Asset Management LLC | 1,201,968 | $156.3M | 0.26% | −1,789,702−59.8% | Reduced |
| Omers Administration Corp | 1,244,155 | $161.8M | 1.15% | +111,200+9.8% | Added |
| Amundi | 1,289,261 | $169.2M | 0.05% | +319,957+33.0% | Added |
| Newport Trust Co | 1,315,207 | $170.7M | 0.41% | −6,708−0.5% | Reduced |
| Cardinal Capital Management, Inc. | 988,492 | $176.2M | 3.96% | −119,500−10.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,434,421 | $186.3M | 0.14% | +299,414+26.4% | Added |
| Deutsche Bank AG | 1,450,662 | $188.3M | 0.06% | +75,217+5.5% | Added |
| Massachusetts Financial Services Co | 1,521,909 | $197.5M | 0.06% | −3,508−0.2% | Reduced |
| Invesco Ltd. | 1,576,288 | $204.6M | 0.02% | −30,081−1.9% | Reduced |
| Letko, Brosseau & Associates Inc | 1,674,225 | $217.7M | 3.56% | −100,644−5.7% | Reduced |
| Goldman Sachs Group Inc | 1,863,281 | $241.8M | 0.03% | −1,581,479−45.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,968,071 | $255.9M | 0.04% | +15,814+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,069,545 | $268.8M | 0.70% | −210,310−9.2% | Reduced |
| TD Waterhouse Canada Inc. | 2,316,589 | $300.8M | 1.87% | −60,308−2.5% | Reduced |
| Bank of America Corp | 2,402,278 | $311.8M | 0.02% | −726,377−23.2% | Reduced |
| Manufacturers Life Insurance Company, The | 2,804,743 | $365.0M | 0.30% | −117,084−4.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,267,462 | $424.4M | 0.72% | −5,172−0.2% | Reduced |
| JPMorgan Chase & Co | 3,297,431 | $428.0M | 0.03% | −736,755−18.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,377,840 | $438.8M | 1.68% | −50,178−1.5% | Reduced |
| Scotia Capital Inc. | 3,577,883 | $464.5M | 1.87% | +6,122+0.2% | Added |
| Dimensional Fund Advisors LP | 3,588,944 | $465.8M | 0.10% | +31,478+0.9% | Added |
| Morgan Stanley | 3,817,406 | $495.5M | 0.03% | +1,628,318+74.4% | Added |
| Fiera Capital Corp | 3,981,598 | $517.3M | 1.64% | +14,378+0.4% | Added |
| Legal & General Group Plc | 4,550,324 | $591.7M | 0.13% | +24,658+0.5% | Added |
| Beutel, Goodman & Co Ltd. | 4,990,717 | $649.0M | 3.99% | −397,009−7.4% | Reduced |