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, Q2 2026
Institutional positions in Bank of Montreal as of Jun 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
- Institutional holders
- 658
- +30 vs. Q1 2026
- Shares held
- 335.4M
- +7.54M (+2.3%) vs. Q1 2026
- Total value
- $60.0B
- +$15.6B (+35.0%) vs. Q1 2026
- New holders
- 93
- 212 more added
- Sold out
- 63
- 214 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SIG North Trading, ULC | 48,961 | $8.65M | 1.58% | +48,961 | New |
| Romano Brothers and Company | 49,163 | $8.69M | 0.87% | −400−0.8% | Reduced |
| Stifel Financial Corp | 49,980 | $8.83M | 0.01% | −49,336−49.7% | Reduced |
| Jane Street Group, LLC | 51,069 | $9.02M | 0.01% | +7,423+17.0% | Added |
| Beacon Pointe Advisors, LLC | 52,280 | $9.24M | 0.04% | −598−1.1% | Reduced |
| Mariner, LLC | 53,126 | $9.39M | 0.01% | −1,492−2.7% | Reduced |
| Gulf International Bank (UK) Ltd | 53,746 | $9.49M | 0.19% | −877−1.6% | Reduced |
| Harvest Portfolios Group Inc. | 55,038 | $9.73M | 0.14% | −1,339−2.4% | Reduced |
| AustralianSuper Pty Ltd | 56,745 | $10.0M | 0.04% | +56,745 | New |
| Wells Fargo & Company | 58,018 | $10.2M | 0.00% | −232,277−80.0% | Reduced |
| M&T Bank Corp | 58,015 | $10.3M | 0.03% | −69−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 59,739 | $10.6M | 0.03% | +7,145+13.6% | Added |
| Barometer Capital Management Inc. | 42,500 | $10.6M | 2.94% | −2,000−4.5% | Reduced |
| Jupiter Topco LLC | 61,227 | $10.8M | 0.00% | +61,227 | New |
| Alliancebernstein L.P. | 81,746 | $11.1M | 0.00% | +2,215+2.8% | Added |
| Man Group plc | 62,678 | $11.1M | 0.02% | +21,081+50.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 64,496 | $11.4M | 0.36% | +2,100+3.4% | Added |
| Envestnet Asset Management Inc | 67,031 | $11.8M | 0.00% | −203,437−75.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 67,472 | $11.9M | 0.06% | +10,368+18.2% | Added |
| Utah Retirement Systems | 70,520 | $12.5M | 0.12% | −7,086−9.1% | Reduced |
| Avanza Fonder AB | 51,462 | $12.9M | 0.28% | +4,920+10.6% | Added |
| Andra AP-fonden | 52,000 | $13.0M | 0.15% | +22,600+76.9% | Added |
| Credit Agricole S A | 74,034 | $13.1M | 0.03% | +28,658+63.2% | Added |
| Natixis Advisors, L.P. | 78,109 | $13.8M | 0.02% | +1,074+1.4% | Added |
| OpenArc Corporate Advisory, LLC | 80,186 | $14.2M | 0.17% | −35,904−30.9% | Reduced |
| Brown Advisory Inc | 81,418 | $14.4M | 0.02% | +79,047+3,333.9% | Added |
| Creative Planning | 82,828 | $14.6M | 0.01% | +4,475+5.7% | Added |
| Quantinno Capital Management LP | 86,196 | $15.2M | 0.02% | +20,597+31.4% | Added |
| Claret Asset Management Corp | 88,680 | $15.7M | 1.69% | +166+0.2% | Added |
| Kepler Cheuvreux (Suisse) SA | 63,670 | $16.0M | 0.91% | +29,404+85.8% | Added |
| Raymond James Financial Inc | 90,897 | $16.1M | 0.00% | −233,330−72.0% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $17.0M | 1.03% | 00.0% | Unchanged |
| USS Investment Management Ltd | 96,884 | $17.1M | 0.07% | −13,391−12.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 101,991 | $18.0M | 3.70% | +1,318+1.3% | Added |
| Wellington Management Group LLP | 104,112 | $18.4M | 0.00% | +11,967+13.0% | Added |
| Vontobel Holding Ltd. | 105,819 | $18.7M | 0.06% | −1,500−1.4% | Reduced |
| Pinnacle Financial Partners, Inc. | 106,906 | $18.9M | 0.13% | +1,308+1.2% | Added |
| Maryland State Retirement & Pension System | 108,177 | $19.1M | 0.33% | +28,115+35.1% | Added |
| DekaBank Deutsche Girozentrale | 144,747 | $19.5M | 0.03% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 114,582 | $20.2M | 0.17% | +11,400+11.0% | Added |
| LPL Financial LLC | 114,689 | $20.3M | 0.00% | −174,860−60.4% | Reduced |
| Polar Asset Management Partners Inc. | 449,680 | $20.4M | 0.37% | +449,680 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 120,054 | $21.2M | 0.05% | −37,302−23.7% | Reduced |
| Canerector Inc | 125,000 | $22.1M | 10.06% | 00.0% | Unchanged |
| SEB Asset Management AB | 124,839 | $22.1M | 0.08% | −49,311−28.3% | Reduced |
| Qube Research & Technologies Ltd | 127,638 | $22.6M | 0.03% | −85,792−40.2% | Reduced |
| Lazard Asset Management LLC | 128,515 | $22.7M | 0.03% | +125,432+4,068.5% | Added |
| Quadrature Capital Ltd | 136,000 | $24.0M | 0.21% | +124,900+1,125.2% | Added |
| Millennium Management LLC | 136,542 | $24.1M | 0.02% | −105,440−43.6% | Reduced |
| Varma Mutual Pension Insurance Co | 142,629 | $25.2M | 0.13% | −700−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 144,235 | $25.4M | 0.11% | +21,680+17.7% | Added |
| Genus Capital Management Inc. | 146,609 | $25.9M | 2.55% | +34,161+30.4% | Added |
| Nykredit A/S | 150,735 | $26.6M | 0.10% | +150,735 | New |
| Generali Asset Management SPA SGR | 107,097 | $26.8M | 0.49% | +11,239+11.7% | Added |
| Triasima Portfolio Management inc. | 153,984 | $27.2M | 3.67% | +13,180+9.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 159,553 | $28.2M | 0.13% | −6,576−4.0% | Reduced |
| Northwest & Ethical Investments L.P. | 163,965 | $28.9M | 0.67% | +13,970+9.3% | Added |
| Montrusco Bolton Investments Inc. | 171,898 | $30.4M | 0.47% | −33,069−16.1% | Reduced |
| Rempart Asset Management Inc. | 174,264 | $30.7M | 6.30% | −17,635−9.2% | Reduced |
| Cardinal Point Capital Management, ULC | 175,545 | $31.0M | 1.75% | −1,129−0.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 183,475 | $32.4M | 0.03% | −26,532−12.6% | Reduced |
| D. E. Shaw & Co., Inc. | 194,600 | $34.4M | 0.02% | −107,503−35.6% | Reduced |
| Investment Management Corp of Ontario | 200,024 | $35.3M | 0.45% | +256+0.1% | Added |
| Mn Services Vermogensbeheer B.V. | 200,613 | $35.4M | 0.27% | +35,400+21.4% | Added |
| Intech Investment Management LLC | 204,697 | $36.2M | 0.33% | +16,950+9.0% | Added |
| First Trust Advisors LP | 205,963 | $36.4M | 0.02% | −66,453−24.4% | Reduced |
| Candriam Luxembourg S.C.A. | 209,138 | $36.9M | 0.17% | −34,884−14.3% | Reduced |
| Neuberger Berman Group LLC | 209,653 | $37.0M | 0.02% | +3,266+1.6% | Added |
| Value Partners Investments Inc. | 239,642 | $42.3M | 2.95% | −200,910−45.6% | Reduced |
| State of Wisconsin Investment Board | 241,553 | $42.7M | 0.09% | −6,800−2.7% | Reduced |
| Citigroup Inc | 251,308 | $44.4M | 0.02% | −171,901−40.6% | Reduced |
| Capital Wealth Planning, LLC | 257,802 | $45.6M | 0.23% | +23,449+10.0% | Added |
| Susquehanna Fundamental Investments, LLC | 287,700 | $50.8M | 0.96% | +198,600+222.9% | Added |
| Russell Investments Group, Ltd. | 289,001 | $51.1M | 0.04% | −47,836−14.2% | Reduced |
| Cidel Asset Management Inc | 294,015 | $51.9M | 2.50% | +163,407+125.1% | Added |
| Purpose Unlimited Inc. | 299,232 | $52.9M | 2.02% | −19,115−6.0% | Reduced |
| Guardian Partners Inc. | 303,771 | $53.7M | 4.84% | −64,391−17.5% | Reduced |
| Franklin Resources Inc | 349,582 | $61.7M | 0.01% | +4,679+1.4% | Added |
| Vanguard Investments Australia, Ltd. | 351,288 | $62.1M | 0.15% | −835−0.2% | Reduced |
| Great West Life Assurance Co | 355,662 | $62.6M | 0.10% | −9,436−2.6% | Reduced |
| Delaney Capital Management Ltd. | 360,775 | $63.6M | 10.07% | −25,334−6.6% | Reduced |
| Pictet Asset Management Holding SA | 363,071 | $64.1M | 0.06% | −16,343−4.3% | Reduced |
| Zurich Insurance Group Ltd | 367,582 | $64.9M | 0.45% | −165,726−31.1% | Reduced |
| State of Tennessee, Treasury Department | 403,848 | $71.4M | 0.21% | +1,447+0.4% | Added |
| Agf Management Ltd | 408,424 | $72.2M | 0.28% | −40,508−9.0% | Reduced |
| Korea Investment CORP | 409,037 | $72.3M | 0.14% | +18,782+4.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 430,916 | $76.1M | 0.15% | +121,499+39.3% | Added |
| APG Asset Management N.V. | 508,694 | $78.6M | 0.19% | +139,255+37.7% | Added |
| Bank of Nova Scotia Trust Co | 446,227 | $78.8M | 6.54% | −49,782−10.0% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 447,594 | $78.9M | 5.67% | −148,731−24.9% | Reduced |
| American Century Companies Inc | 452,310 | $79.9M | 0.04% | +109,512+31.9% | Added |
| Hillsdale Investment Management Inc. | 460,739 | $81.3M | 1.85% | −83,070−15.3% | Reduced |
| AQR Capital Management LLC | 469,429 | $82.9M | 0.03% | +35,221+8.1% | Added |
| Two Sigma Investments, LP | 511,838 | $90.4M | 0.07% | +490,038+2,247.9% | Added |
| Nuveen, LLC | 526,771 | $93.1M | 0.02% | −3,067−0.6% | Reduced |
| Northern Trust Corp | 560,484 | $99.0M | 0.01% | −4,473−0.8% | Reduced |
| Bank of America Corp | 588,633 | $104.0M | 0.01% | −1,042,643−63.9% | Reduced |
| Guardian Capital LP | 614,927 | $108.6M | 2.64% | −65,746−9.7% | Reduced |
| BlackRock, Inc. | 622,130 | $109.9M | 0.00% | −96,360−13.4% | Reduced |
| Intact Investment Management Inc. | 626,785 | $110.8M | 3.15% | +237,280+60.9% | Added |