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, Q1 2026
Institutional positions in Bank of Montreal as of Mar 31, 2026. 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
- 637
- +31 vs. Q4 2025
- Shares held
- 327.9M
- +38.0M (+13.1%) vs. Q4 2025
- Total value
- $44.5B
- +$6.62B (+17.5%) vs. Q4 2025
- New holders
- 78
- 207 more added
- Sold out
- 47
- 213 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 52,598,042 | $7.12B | 1.35% | +2,510,071+5.0% | Added |
| Bank of Montreal | 27,997,338 | $3.79B | 1.60% | −168,190−0.6% | Reduced |
| Vanguard Capital Management LLC | 20,280,840 | $2.75B | 0.07% | +20,280,840 | New |
| TD Asset Management Inc | 19,086,601 | $2.58B | 2.09% | −286,000−1.5% | Reduced |
| CIBC World Markets Inc. | 13,185,798 | $1.79B | 3.14% | +634,025+5.1% | Added |
| FIL Ltd | 11,494,233 | $1.56B | 1.21% | +2,049,071+21.7% | Added |
| National Bank of Canada | 10,760,298 | $1.45B | 1.49% | −243,123−2.2% | Reduced |
| 1832 Asset Management L.P. | 9,599,929 | $1.30B | 1.72% | −817,314−7.8% | Reduced |
| Mackenzie Financial Corp | 8,582,188 | $1.16B | 1.39% | −711,082−7.7% | Reduced |
| Geode Capital Management, LLC | 7,312,069 | $1.02B | 0.06% | +281,850+4.0% | Added |
| FMR LLC | 7,293,193 | $987.8M | 0.05% | +695,262+10.5% | Added |
| CIBC Asset Management Inc | 6,780,318 | $920.5M | 2.25% | +542,579+8.7% | Added |
| TD Waterhouse Canada Inc. | 6,227,516 | $848.6M | 2.52% | +3,910,927+168.8% | Added |
| Canada Pension Plan Investment Board | 6,238,876 | $845.2M | 0.55% | −86,838−1.4% | Reduced |
| Vanguard Fiduciary Trust Co | 6,235,690 | $844.6M | 0.21% | +6,235,690 | New |
| Toronto Dominion Bank | 6,197,393 | $839.5M | 1.62% | −305,775−4.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $731.7M | 1.17% | 00.0% | Unchanged |
| Bank of Nova Scotia | 5,032,483 | $681.5M | 1.19% | −932,886−15.6% | Reduced |
| Vanguard Global Advisers, LLC | 4,984,278 | $675.1M | 0.36% | +4,984,278 | New |
| Legal & General Group Plc | 4,603,151 | $621.5M | 0.14% | +52,827+1.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,998,880 | $536.9M | 1.93% | +621,040+18.4% | Added |
| JPMorgan Chase & Co | 3,815,570 | $502.0M | 0.03% | +518,139+15.7% | Added |
| Dimensional Fund Advisors LP | 3,688,644 | $499.2M | 0.10% | +99,700+2.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,495,672 | $473.3M | 0.78% | +228,210+7.0% | Added |
| Fiera Capital Corp | 3,486,620 | $471.4M | 1.61% | −494,978−12.4% | Reduced |
| Scotia Capital Inc. | 3,461,718 | $466.0M | 1.92% | −116,165−3.2% | Reduced |
| Beutel, Goodman & Co Ltd. | 3,101,868 | $418.8M | 2.84% | −1,888,849−37.8% | Reduced |
| Goldman Sachs Group Inc | 2,588,821 | $350.4M | 0.05% | +725,540+38.9% | Added |
| Manufacturers Life Insurance Company, The | 2,434,845 | $329.5M | 0.28% | −369,898−13.2% | Reduced |
| Morgan Stanley | 2,203,613 | $298.2M | 0.02% | −1,613,793−42.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,090,424 | $283.2M | 0.65% | +20,879+1.0% | Added |
| Charles Schwab Investment Management Inc | 2,003,979 | $270.6M | 0.04% | +35,908+1.8% | Added |
| Massachusetts Financial Services Co | 1,351,314 | $253.5M | 0.09% | −170,595−11.2% | Reduced |
| Invesco Ltd. | 1,706,284 | $230.9M | 0.02% | +129,996+8.2% | Added |
| Bank of America Corp | 1,631,276 | $220.8M | 0.02% | −771,002−32.1% | Reduced |
| Barclays PLC | 1,579,728 | $213.8M | 0.08% | +1,550,882+5,376.4% | Added |
| Letko, Brosseau & Associates Inc | 1,580,030 | $213.3M | 3.44% | −94,195−5.6% | Reduced |
| Vanguard Asset Management, Ltd | 1,430,284 | $193.7M | 0.17% | +1,430,284 | New |
| Deutsche Bank AG | 1,302,564 | $176.3M | 0.06% | −148,098−10.2% | Reduced |
| Newport Trust Co | 1,297,365 | $175.6M | 0.43% | −17,842−1.4% | Reduced |
| Omers Administration Corp | 1,220,655 | $164.8M | 1.06% | −23,500−1.9% | Reduced |
| Acadian Asset Management LLC | 1,195,281 | $161.4M | 0.23% | −6,687−0.6% | Reduced |
| Clearbridge Investments, LLC | 1,132,160 | $152.0M | 0.13% | −52,917−4.5% | Reduced |
| Amundi | 1,105,043 | $151.7M | 0.04% | −184,218−14.3% | Reduced |
| Public Sector Pension Investment Board | 1,115,513 | $151.1M | 0.47% | +724,084+185.0% | Added |
| MUFG Securities (Canada), Ltd. | 1,047,567 | $141.6M | 4.07% | −35,976−3.3% | Reduced |
| Cardinal Capital Management, Inc. | 1,004,527 | $135.6M | 3.65% | +16,035+1.6% | Added |
| Aviso Financial Inc. | 999,301 | $135.2M | 4.80% | −23,015−2.3% | Reduced |
| Addenda Capital Inc. | 674,068 | $127.0M | 3.58% | −51,265−7.1% | Reduced |
| British Columbia Investment Management Corp | 887,637 | $120.3M | 0.71% | −48,246−5.2% | Reduced |
| Alberta Investment Management Corp | 842,168 | $114.1M | 0.70% | −158,132−15.8% | Reduced |
| Van Eck Associates Corp | 828,183 | $112.1M | 0.08% | +208,815+33.7% | Added |
| UBS Group AG | 817,006 | $110.6M | 0.02% | +298,482+57.6% | Added |
| BlackRock, Inc. | 718,490 | $97.2M | 0.00% | +74,188+11.5% | Added |
| Bank of New York Mellon Corp | 710,262 | $96.1M | 0.02% | −28,711−3.9% | Reduced |
| Guardian Capital LP | 680,673 | $91.9M | 2.43% | −600.0% | Reduced |
| BCV Asset Management Inc. | 655,741 | $88.5M | 3.04% | +1,004+0.2% | Added |
| Aviva PLC | 627,242 | $84.7M | 0.14% | +16,978+2.8% | Added |
| Federated Hermes, Inc. | 604,552 | $81.8M | 0.13% | −261,087−30.2% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 596,325 | $80.8M | 5.81% | +131,698+28.3% | Added |
| Northern Trust Corp | 564,957 | $76.5M | 0.01% | +18,847+3.5% | Added |
| Hillsdale Investment Management Inc. | 543,809 | $73.6M | 2.00% | +65,689+13.7% | Added |
| Agf Management Ltd | 448,932 | $72.4M | 0.32% | −188,822−29.6% | Reduced |
| Zurich Insurance Group Ltd | 533,308 | $72.0M | 0.57% | +533,308 | New |
| Nuveen, LLC | 529,838 | $71.5M | 0.02% | −3,550−0.7% | Reduced |
| Bank of Nova Scotia Trust Co | 496,009 | $67.1M | 5.76% | −15,447−3.0% | Reduced |
| Value Partners Investments Inc. | 440,552 | $59.6M | 4.54% | −24,786−5.3% | Reduced |
| AQR Capital Management LLC | 434,208 | $58.3M | 0.03% | +158,220+57.3% | Added |
| Citigroup Inc | 423,209 | $57.1M | 0.04% | −105,238−19.9% | Reduced |
| State of Tennessee, Treasury Department | 402,401 | $54.3M | 0.18% | +2,800+0.7% | Added |
| Intact Investment Management Inc. | 389,505 | $52.7M | 1.50% | +177,185+83.5% | Added |
| Korea Investment CORP | 390,255 | $52.7M | 0.11% | −98,471−20.1% | Reduced |
| Delaney Capital Management Ltd. | 386,109 | $52.2M | 8.39% | +1,080+0.3% | Added |
| Pictet Asset Management Holding SA | 379,414 | $51.2M | 0.05% | −22,342−5.6% | Reduced |
| Guardian Partners Inc. | 368,162 | $49.9M | 4.16% | −3,762−1.0% | Reduced |
| Great West Life Assurance Co | 365,098 | $49.2M | 0.09% | +8,271+2.3% | Added |
| Vanguard Investments Australia, Ltd. | 352,123 | $47.7M | 0.14% | +352,123 | New |
| Franklin Resources Inc | 344,903 | $46.7M | 0.01% | +27,649+8.7% | Added |
| American Century Companies Inc | 342,798 | $46.4M | 0.02% | +61,875+22.0% | Added |
| Russell Investments Group, Ltd. | 336,837 | $45.3M | 0.05% | +18,276+5.7% | Added |
| Raymond James Financial Inc | 324,227 | $43.9M | 0.01% | −57,965−15.2% | Reduced |
| APG Asset Management N.V. | 369,439 | $43.3M | 0.14% | +470+0.1% | Added |
| Purpose Unlimited Inc. | 318,347 | $43.1M | 1.78% | +17,316+5.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 309,417 | $41.8M | 0.09% | +9,499+3.2% | Added |
| D. E. Shaw & Co., Inc. | 302,103 | $40.9M | 0.03% | −1,132,318−78.9% | Reduced |
| Wells Fargo & Company | 290,295 | $39.3M | 0.01% | −75,554−20.7% | Reduced |
| LPL Financial LLC | 289,549 | $39.2M | 0.01% | −49,649−14.6% | Reduced |
| First Trust Advisors LP | 272,416 | $36.9M | 0.03% | −15,767−5.5% | Reduced |
| Envestnet Asset Management Inc | 270,468 | $36.6M | 0.01% | −60,701−18.3% | Reduced |
| State of Wisconsin Investment Board | 248,353 | $33.5M | 0.08% | −11,400−4.4% | Reduced |
| Candriam Luxembourg S.C.A. | 244,022 | $32.9M | 0.17% | +34,605+16.5% | Added |
| Millennium Management LLC | 241,982 | $32.7M | 0.02% | −9,725−3.9% | Reduced |
| Picton Mahoney Asset Management | 237,936 | $32.2M | 0.34% | +224,953+1,732.7% | Added |
| Capital Wealth Planning, LLC | 234,353 | $31.7M | 0.17% | +137,568+142.1% | Added |
| Qube Research & Technologies Ltd | 213,430 | $28.9M | 0.04% | −137,357−39.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 210,007 | $28.4M | 0.03% | +99,942+90.8% | Added |
| Montrusco Bolton Investments Inc. | 204,967 | $27.7M | 0.42% | −3,476−1.7% | Reduced |
| Neuberger Berman Group LLC | 206,387 | $27.5M | 0.02% | −5,785−2.7% | Reduced |
| Investment Management Corp of Ontario | 199,768 | $27.0M | 0.35% | +14,230+7.7% | Added |
| Rempart Asset Management Inc. | 191,899 | $25.9M | 5.45% | −15,766−7.6% | Reduced |