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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

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

Q3 2026 vs. Q2 2026

How the institutions holding Bank of Montreal changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of BMO: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders65864613+1
Shares335.4M335.3M28.0K+40 (+0.1%)
Value$60.0B$60.0B$4.68M−$257.0K (−5.2%)

646 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held Bank of Montreal at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to BMO in Q3 2026
InstitutionSharesValue% of portfolio
Polaris Financial Partners114$19.0K0.01%

Sold out (0)

Institutions that held Bank of Montreal at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (646)

Institutions that held Bank of Montreal at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 646 by value.

Institutions holding BMO in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Royal Bank of Canada52,167,653$9.22B
Bank of Montreal28,128,121$4.97B
Vanguard Capital Management LLC20,475,602$3.62B
TD Asset Management Inc15,233,725$2.69B
CIBC World Markets Inc.12,410,915$2.19B
FIL Ltd12,329,093$2.18B
Mackenzie Financial Corp8,547,687$2.14B
National Bank of Canada10,405,423$1.84B
FMR LLC9,527,449$1.68B
1832 Asset Management L.P.9,303,809$1.64B
Norges Bank8,796,707$1.55B
Geode Capital Management, LLC7,973,622$1.46B
Canada Pension Plan Investment Board7,256,202$1.28B
CIBC Asset Management Inc6,747,985$1.20B
TD Waterhouse Canada Inc.6,350,903$1.13B
Vanguard Fiduciary Trust Co6,264,886$1.11B
Toronto Dominion Bank5,632,710$994.5M
Vanguard Global Advisers, LLC5,426,252$959.1M
Caisse de Depot Et Placement du Quebec5,419,567$957.5M
Bank of Nova Scotia5,205,604$920.0M
Legal & General Group Plc4,212,134$744.2M
Healthcare of Ontario Pension Plan Trust Fund4,174,425$737.1M
Connor, Clark & Lunn Investment Management Ltd.3,839,476$677.1M
Dimensional Fund Advisors LP3,659,355$646.6M
Federation des caisses Desjardins du Quebec3,374,200$593.7M
Scotia Capital Inc.3,334,549$587.8M
Fiera Capital Corp3,214,287$567.1M
JPMorgan Chase & Co3,145,509$553.9M
Morgan Stanley2,902,505$512.9M
Beutel, Goodman & Co Ltd.2,695,594$476.3M
Goldman Sachs Group Inc2,545,917$449.9M
Manufacturers Life Insurance Company, The2,361,978$416.6M
Charles Schwab Investment Management Inc2,080,308$367.6M
Massachusetts Financial Services Co1,300,991$324.8M
Vanguard Asset Management, Ltd1,600,956$283.0M
Bessemer Group Inc1,469,398$259.3M
Letko, Brosseau & Associates Inc1,426,775$252.1M
Deutsche Bank AG1,334,415$235.8M
British Columbia Investment Management Corp1,271,498$224.5M
Newport Trust Co1,259,908$222.6M
Amundi1,215,809$217.8M
Omers Administration Corp1,230,715$217.4M
Invesco Ltd.1,203,872$212.7M
Acadian Asset Management LLC1,197,679$211.6M
Public Sector Pension Investment Board1,177,353$207.9M
Clearbridge Investments, LLC1,153,825$202.5M
Barclays PLC1,084,437$191.6M
Cardinal Capital Management, Inc.999,266$176.3M
MUFG Securities (Canada), Ltd.991,466$175.0M
Aviso Financial Inc.973,584$172.0M
UBS Group AG953,638$168.5M
Picton Mahoney Asset Management945,606$166.7M
Addenda Capital Inc.625,064$156.7M
Alberta Investment Management Corp810,135$143.0M
Bank of New York Mellon Corp739,895$130.7M
BCV Asset Management Inc.642,300$113.2M
Aviva PLC630,423$111.2M
Intact Investment Management Inc.626,785$110.8M
BlackRock, Inc.622,130$109.9M
Guardian Capital LP614,927$108.6M
Bank of America Corp588,633$104.0M
Northern Trust Corp560,484$99.0M
Nuveen, LLC526,771$93.1M
Two Sigma Investments, LP511,838$90.4M
AQR Capital Management LLC469,429$82.9M
Hillsdale Investment Management Inc.460,739$81.3M
American Century Companies Inc452,310$79.9M
Scheer, Rowlett & Associates Investment Management Ltd.447,594$78.9M
Bank of Nova Scotia Trust Co446,227$78.8M
APG Asset Management N.V.508,694$78.6M
Zurcher Kantonalbank (Zurich Cantonalbank)430,916$76.1M
Korea Investment CORP409,037$72.3M
Agf Management Ltd408,424$72.2M
State of Tennessee, Treasury Department403,848$71.4M
Zurich Insurance Group Ltd367,582$64.9M
Pictet Asset Management Holding SA363,071$64.1M
Delaney Capital Management Ltd.360,775$63.6M
Great West Life Assurance Co355,662$62.6M
Vanguard Investments Australia, Ltd.351,288$62.1M
Franklin Resources Inc349,582$61.7M
Guardian Partners Inc.303,771$53.7M
Purpose Unlimited Inc.299,232$52.9M
Cidel Asset Management Inc294,015$51.9M
Russell Investments Group, Ltd.289,001$51.1M
Susquehanna Fundamental Investments, LLC287,700$50.8M
Capital Wealth Planning, LLC257,802$45.6M
Citigroup Inc251,308$44.4M
State of Wisconsin Investment Board241,553$42.7M
Value Partners Investments Inc.239,642$42.3M
Neuberger Berman Group LLC209,653$37.0M
Candriam Luxembourg S.C.A.209,138$36.9M
First Trust Advisors LP205,963$36.4M
Intech Investment Management LLC204,697$36.2M
Mn Services Vermogensbeheer B.V.200,613$35.4M
Investment Management Corp of Ontario200,024$35.3M
D. E. Shaw & Co., Inc.194,600$34.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.183,475$32.4M
Cardinal Point Capital Management, ULC175,545$31.0M
Rempart Asset Management Inc.174,264$30.7M
Montrusco Bolton Investments Inc.171,898$30.4M