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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 62,396 | $8.45M | 0.32% | +14,200+29.5% | Added |
| Avanza Fonder AB | 46,542 | $8.77M | 0.24% | +962+2.1% | Added |
| Quantinno Capital Management LP | 65,599 | $8.88M | 0.01% | +18,164+38.3% | Added |
| BNP Paribas Arbitrage, SA | 70,270 | $9.51M | 0.01% | +55,271+368.5% | Added |
| Citadel Advisors LLC | 71,165 | $9.63M | 0.01% | +59,828+527.7% | Added |
| Alliancebernstein L.P. | 79,531 | $10.3M | 0.00% | +10,941+16.0% | Added |
| Natixis Advisors, L.P. | 77,035 | $10.4M | 0.01% | +4,869+6.7% | Added |
| Utah Retirement Systems | 77,606 | $10.5M | 0.11% | −3,126−3.9% | Reduced |
| Creative Planning | 78,353 | $10.6M | 0.01% | +13,083+20.0% | Added |
| Maryland State Retirement & Pension System | 80,062 | $10.8M | 0.22% | +4,511+6.0% | Added |
| Claret Asset Management Corp | 88,514 | $12.0M | 1.43% | −500−0.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 89,100 | $12.1M | 0.45% | +70,300+373.9% | Added |
| Wellington Management Group LLP | 92,145 | $12.4M | 0.00% | +11,416+14.1% | Added |
| American Assets Investment Management, LLC | 96,000 | $13.0M | 0.88% | 00.0% | Unchanged |
| Stifel Financial Corp | 99,316 | $13.4M | 0.01% | −24,174−19.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 100,673 | $13.6M | 3.23% | +2,043+2.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 103,182 | $13.9M | 0.14% | +410+0.4% | Added |
| Pinnacle Financial Partners, Inc. | 105,598 | $14.3M | 0.11% | −1,575−1.5% | Reduced |
| Vontobel Holding Ltd. | 107,319 | $14.5M | 0.05% | 00.0% | Unchanged |
| USS Investment Management Ltd | 110,275 | $14.9M | 0.06% | +1,126+1.0% | Added |
| Genus Capital Management Inc. | 112,448 | $15.2M | 1.74% | +84,926+308.6% | Added |
| OpenArc Corporate Advisory, LLC | 116,090 | $15.7M | 0.22% | +59+0.1% | Added |
| Swiss Life Asset Management Ltd | 122,555 | $16.6M | 0.08% | +11,760+10.6% | Added |
| Cidel Asset Management Inc | 130,608 | $17.6M | 0.96% | +109,313+513.3% | Added |
| Generali Asset Management SPA SGR | 95,858 | $18.1M | 0.38% | +9,186+10.6% | Added |
| Triasima Portfolio Management inc. | 140,804 | $19.0M | 2.87% | +24,638+21.2% | Added |
| Varma Mutual Pension Insurance Co | 143,329 | $19.4M | 0.11% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 144,747 | $19.9M | 0.03% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 149,995 | $20.3M | 0.47% | +3,137+2.1% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 152,951 | $20.7M | 0.31% | +50,791+49.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 157,356 | $21.2M | 0.05% | +25,531+19.4% | Added |
| Mn Services Vermogensbeheer B.V. | 165,213 | $22.3M | 0.15% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 166,129 | $22.4M | 0.12% | +1,134+0.7% | Added |
| SEB Asset Management AB | 174,150 | $23.5M | 0.10% | +174,150 | New |
| Canerector Inc | 125,000 | $23.6M | 11.16% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 176,674 | $23.9M | 1.46% | −1,814−1.0% | Reduced |
| Intech Investment Management LLC | 187,747 | $25.3M | 0.25% | −46,067−19.7% | Reduced |
| Rempart Asset Management Inc. | 191,899 | $25.9M | 5.45% | −15,766−7.6% | Reduced |
| Investment Management Corp of Ontario | 199,768 | $27.0M | 0.35% | +14,230+7.7% | Added |
| Neuberger Berman Group LLC | 206,387 | $27.5M | 0.02% | −5,785−2.7% | Reduced |
| Montrusco Bolton Investments Inc. | 204,967 | $27.7M | 0.42% | −3,476−1.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 210,007 | $28.4M | 0.03% | +99,942+90.8% | Added |
| Qube Research & Technologies Ltd | 213,430 | $28.9M | 0.04% | −137,357−39.2% | Reduced |
| Capital Wealth Planning, LLC | 234,353 | $31.7M | 0.17% | +137,568+142.1% | Added |
| Picton Mahoney Asset Management | 237,936 | $32.2M | 0.34% | +224,953+1,732.7% | Added |
| Millennium Management LLC | 241,982 | $32.7M | 0.02% | −9,725−3.9% | Reduced |
| Candriam Luxembourg S.C.A. | 244,022 | $32.9M | 0.17% | +34,605+16.5% | Added |
| State of Wisconsin Investment Board | 248,353 | $33.5M | 0.08% | −11,400−4.4% | Reduced |
| Envestnet Asset Management Inc | 270,468 | $36.6M | 0.01% | −60,701−18.3% | Reduced |
| First Trust Advisors LP | 272,416 | $36.9M | 0.03% | −15,767−5.5% | Reduced |
| LPL Financial LLC | 289,549 | $39.2M | 0.01% | −49,649−14.6% | Reduced |
| Wells Fargo & Company | 290,295 | $39.3M | 0.01% | −75,554−20.7% | Reduced |
| D. E. Shaw & Co., Inc. | 302,103 | $40.9M | 0.03% | −1,132,318−78.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 309,417 | $41.8M | 0.09% | +9,499+3.2% | Added |
| Purpose Unlimited Inc. | 318,347 | $43.1M | 1.78% | +17,316+5.8% | Added |
| APG Asset Management N.V. | 369,439 | $43.3M | 0.14% | +470+0.1% | Added |
| Raymond James Financial Inc | 324,227 | $43.9M | 0.01% | −57,965−15.2% | Reduced |
| Russell Investments Group, Ltd. | 336,837 | $45.3M | 0.05% | +18,276+5.7% | Added |
| American Century Companies Inc | 342,798 | $46.4M | 0.02% | +61,875+22.0% | Added |
| Franklin Resources Inc | 344,903 | $46.7M | 0.01% | +27,649+8.7% | Added |
| Vanguard Investments Australia, Ltd. | 352,123 | $47.7M | 0.14% | +352,123 | New |
| Great West Life Assurance Co | 365,098 | $49.2M | 0.09% | +8,271+2.3% | Added |
| Guardian Partners Inc. | 368,162 | $49.9M | 4.16% | −3,762−1.0% | Reduced |
| Pictet Asset Management Holding SA | 379,414 | $51.2M | 0.05% | −22,342−5.6% | Reduced |
| Delaney Capital Management Ltd. | 386,109 | $52.2M | 8.39% | +1,080+0.3% | Added |
| Korea Investment CORP | 390,255 | $52.7M | 0.11% | −98,471−20.1% | Reduced |
| Intact Investment Management Inc. | 389,505 | $52.7M | 1.50% | +177,185+83.5% | Added |
| State of Tennessee, Treasury Department | 402,401 | $54.3M | 0.18% | +2,800+0.7% | Added |
| Citigroup Inc | 423,209 | $57.1M | 0.04% | −105,238−19.9% | Reduced |
| AQR Capital Management LLC | 434,208 | $58.3M | 0.03% | +158,220+57.3% | Added |
| Value Partners Investments Inc. | 440,552 | $59.6M | 4.54% | −24,786−5.3% | Reduced |
| Bank of Nova Scotia Trust Co | 496,009 | $67.1M | 5.76% | −15,447−3.0% | Reduced |
| Nuveen, LLC | 529,838 | $71.5M | 0.02% | −3,550−0.7% | Reduced |
| Zurich Insurance Group Ltd | 533,308 | $72.0M | 0.57% | +533,308 | New |
| Agf Management Ltd | 448,932 | $72.4M | 0.32% | −188,822−29.6% | Reduced |
| Hillsdale Investment Management Inc. | 543,809 | $73.6M | 2.00% | +65,689+13.7% | Added |
| Northern Trust Corp | 564,957 | $76.5M | 0.01% | +18,847+3.5% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 596,325 | $80.8M | 5.81% | +131,698+28.3% | Added |
| Federated Hermes, Inc. | 604,552 | $81.8M | 0.13% | −261,087−30.2% | Reduced |
| Aviva PLC | 627,242 | $84.7M | 0.14% | +16,978+2.8% | Added |
| BCV Asset Management Inc. | 655,741 | $88.5M | 3.04% | +1,004+0.2% | Added |
| Guardian Capital LP | 680,673 | $91.9M | 2.43% | −600.0% | Reduced |
| Bank of New York Mellon Corp | 710,262 | $96.1M | 0.02% | −28,711−3.9% | Reduced |
| BlackRock, Inc. | 718,490 | $97.2M | 0.00% | +74,188+11.5% | Added |
| UBS Group AG | 817,006 | $110.6M | 0.02% | +298,482+57.6% | Added |
| Van Eck Associates Corp | 828,183 | $112.1M | 0.08% | +208,815+33.7% | Added |
| Alberta Investment Management Corp | 842,168 | $114.1M | 0.70% | −158,132−15.8% | Reduced |
| British Columbia Investment Management Corp | 887,637 | $120.3M | 0.71% | −48,246−5.2% | Reduced |
| Addenda Capital Inc. | 674,068 | $127.0M | 3.58% | −51,265−7.1% | Reduced |
| Aviso Financial Inc. | 999,301 | $135.2M | 4.80% | −23,015−2.3% | Reduced |
| Cardinal Capital Management, Inc. | 1,004,527 | $135.6M | 3.65% | +16,035+1.6% | Added |
| MUFG Securities (Canada), Ltd. | 1,047,567 | $141.6M | 4.07% | −35,976−3.3% | Reduced |
| Public Sector Pension Investment Board | 1,115,513 | $151.1M | 0.47% | +724,084+185.0% | Added |
| Amundi | 1,105,043 | $151.7M | 0.04% | −184,218−14.3% | Reduced |
| Clearbridge Investments, LLC | 1,132,160 | $152.0M | 0.13% | −52,917−4.5% | Reduced |
| Acadian Asset Management LLC | 1,195,281 | $161.4M | 0.23% | −6,687−0.6% | Reduced |
| Omers Administration Corp | 1,220,655 | $164.8M | 1.06% | −23,500−1.9% | Reduced |
| Newport Trust Co | 1,297,365 | $175.6M | 0.43% | −17,842−1.4% | Reduced |
| Deutsche Bank AG | 1,302,564 | $176.3M | 0.06% | −148,098−10.2% | Reduced |
| Vanguard Asset Management, Ltd | 1,430,284 | $193.7M | 0.17% | +1,430,284 | New |