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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 2026

Institutional positions in Bank of Montreal as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
0 vs. Q2 2026
Shares held
5.88K
−258 (−4.2%) vs. Q2 2026
Total value
$982.6K
−$101.1K (−9.3%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
1 more reduced

656 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value held
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2026.

Institutions holding BMO in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Parrish Capital LLC5,863$980.6K0.96%−258−4.2%Reduced
Noble Wealth Management PBC12$2.01K0.00%00.0%Unchanged
Royal Bank of Canada––––Not filed
Bank of Montreal––––Not filed
Vanguard Capital Management LLC––––Not filed
TD Asset Management Inc––––Not filed
CIBC World Markets Inc.––––Not filed
FIL Ltd––––Not filed
Mackenzie Financial Corp––––Not filed
National Bank of Canada––––Not filed
FMR LLC––––Not filed
1832 Asset Management L.P.––––Not filed
Norges Bank––––Not filed
Geode Capital Management, LLC––––Not filed
Canada Pension Plan Investment Board––––Not filed
CIBC Asset Management Inc––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Toronto Dominion Bank––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Bank of Nova Scotia––––Not filed
Legal & General Group Plc––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Connor, Clark & Lunn Investment Management Ltd.––––Not filed
Dimensional Fund Advisors LP––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Scotia Capital Inc.––––Not filed
Fiera Capital Corp––––Not filed
JPMorgan Chase & Co––––Not filed
Morgan Stanley––––Not filed
Beutel, Goodman & Co Ltd.––––Not filed
Goldman Sachs Group Inc––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Massachusetts Financial Services Co––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Bessemer Group Inc––––Not filed
Letko, Brosseau & Associates Inc––––Not filed
Deutsche Bank AG––––Not filed
British Columbia Investment Management Corp––––Not filed
Newport Trust Co––––Not filed
Amundi––––Not filed
Omers Administration Corp––––Not filed
Invesco Ltd.––––Not filed
Acadian Asset Management LLC––––Not filed
Public Sector Pension Investment Board––––Not filed
Clearbridge Investments, LLC––––Not filed
Barclays PLC––––Not filed
Cardinal Capital Management, Inc.––––Not filed
MUFG Securities (Canada), Ltd.––––Not filed
Aviso Financial Inc.––––Not filed
UBS Group AG––––Not filed
Picton Mahoney Asset Management––––Not filed
Addenda Capital Inc.––––Not filed
Alberta Investment Management Corp––––Not filed
Bank of New York Mellon Corp––––Not filed
BCV Asset Management Inc.––––Not filed
Aviva PLC––––Not filed
Intact Investment Management Inc.––––Not filed
BlackRock, Inc.––––Not filed
Guardian Capital LP––––Not filed
Bank of America Corp––––Not filed
Northern Trust Corp––––Not filed
Nuveen, LLC––––Not filed
Two Sigma Investments, LP––––Not filed
AQR Capital Management LLC––––Not filed
Hillsdale Investment Management Inc.––––Not filed
American Century Companies Inc––––Not filed
Scheer, Rowlett & Associates Investment Management Ltd.––––Not filed
Bank of Nova Scotia Trust Co––––Not filed
APG Asset Management N.V.––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Korea Investment CORP––––Not filed
Agf Management Ltd––––Not filed
State of Tennessee, Treasury Department––––Not filed
Zurich Insurance Group Ltd––––Not filed
Pictet Asset Management Holding SA––––Not filed
Delaney Capital Management Ltd.––––Not filed
Great West Life Assurance Co––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Franklin Resources Inc––––Not filed
Guardian Partners Inc.––––Not filed
Purpose Unlimited Inc.––––Not filed
Cidel Asset Management Inc––––Not filed
Russell Investments Group, Ltd.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Capital Wealth Planning, LLC––––Not filed
Citigroup Inc––––Not filed
State of Wisconsin Investment Board––––Not filed
Value Partners Investments Inc.––––Not filed
Neuberger Berman Group LLC––––Not filed
Candriam Luxembourg S.C.A.––––Not filed
First Trust Advisors LP––––Not filed
Intech Investment Management LLC––––Not filed
Mn Services Vermogensbeheer B.V.––––Not filed
Investment Management Corp of Ontario––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Cardinal Point Capital Management, ULC––––Not filed