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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $704.8M | 1.20% | 00.0% | Unchanged |
| Bank of Nova Scotia | 5,965,369 | $774.7M | 1.15% | −408,232−6.4% | Reduced |
| CIBC Asset Management Inc | 6,237,739 | $814.5M | 1.97% | −1,022,421−14.1% | Reduced |
| Canada Pension Plan Investment Board | 6,325,714 | $821.5M | 0.55% | +2,475,121+64.3% | Added |
| Toronto Dominion Bank | 6,503,168 | $844.6M | 1.49% | +402,204+6.6% | Added |
| FMR LLC | 6,597,931 | $856.9M | 0.04% | −1,500,741−18.5% | Reduced |
| Geode Capital Management, LLC | 7,030,219 | $932.2M | 0.06% | +442,812+6.7% | Added |
| Norges Bank | 8,156,958 | $1.06B | 0.11% | +8,156,958 | New |
| Mackenzie Financial Corp | 9,293,270 | $1.21B | 1.43% | −223,045−2.3% | Reduced |
| FIL Ltd | 9,445,162 | $1.23B | 0.92% | +1,245,500+15.2% | Added |
| 1832 Asset Management L.P. | 10,417,243 | $1.35B | 1.71% | +4,080,743+64.4% | Added |
| National Bank of Canada | 11,003,421 | $1.43B | 1.47% | −248,736−2.2% | Reduced |
| CIBC World Markets Inc. | 12,551,773 | $1.63B | 2.92% | +106,918+0.9% | Added |
| TD Asset Management Inc | 19,372,601 | $2.52B | 2.03% | +293,575+1.5% | Added |
| Bank of Montreal | 28,165,528 | $3.66B | 1.50% | −335,865−1.2% | Reduced |
| Vanguard Group Inc | 33,017,205 | $4.29B | 0.06% | +673,248+2.1% | Added |
| Royal Bank of Canada | 50,087,971 | $6.50B | 1.14% | −15,377,542−23.5% | Reduced |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −499,622−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −485,000−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −36,869−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −22,450−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −18,445−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −17,671−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −16,220−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −10,064−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −6,169−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,302−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −3,577−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,543−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| Corient IA LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Carter Financial Group, INC. | 0 | $0 | 0.00% | −1,876−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −1,813−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −1,605−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −1,599−100.0% | Sold out |
| KPP Advisory Services LLC | 0 | $0 | 0.00% | −1,551−100.0% | Sold out |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −1,549−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Gries Financial LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Pinebridge Investments, L.P. | – | – | – | – | Not filed |
| Cobblestone Capital Advisors LLC | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| WFA Asset Management Corp | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Pineridge Advisors LLC | – | – | – | – | Not filed |