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 |
|---|---|---|---|---|---|
| Aviva PLC | 630,423 | $111.2M | 0.16% | +3,181+0.5% | Added |
| BCV Asset Management Inc. | 642,300 | $113.2M | 3.42% | −13,441−2.0% | Reduced |
| Bank of New York Mellon Corp | 739,895 | $130.7M | 0.02% | +29,633+4.2% | Added |
| Alberta Investment Management Corp | 810,135 | $143.0M | 0.82% | −32,033−3.8% | Reduced |
| Addenda Capital Inc. | 625,064 | $156.7M | 4.26% | −49,004−7.3% | Reduced |
| Picton Mahoney Asset Management | 945,606 | $166.7M | 1.54% | +707,670+297.4% | Added |
| UBS Group AG | 953,638 | $168.5M | 0.03% | +136,632+16.7% | Added |
| Aviso Financial Inc. | 973,584 | $172.0M | 5.98% | −25,717−2.6% | Reduced |
| MUFG Securities (Canada), Ltd. | 991,466 | $175.0M | 4.72% | −56,101−5.4% | Reduced |
| Cardinal Capital Management, Inc. | 999,266 | $176.3M | 4.26% | −5,261−0.5% | Reduced |
| Barclays PLC | 1,084,437 | $191.6M | 0.06% | −495,291−31.4% | Reduced |
| Clearbridge Investments, LLC | 1,153,825 | $202.5M | 0.17% | +21,665+1.9% | Added |
| Public Sector Pension Investment Board | 1,177,353 | $207.9M | 0.55% | +61,840+5.5% | Added |
| Acadian Asset Management LLC | 1,197,679 | $211.6M | 0.25% | +2,398+0.2% | Added |
| Invesco Ltd. | 1,203,872 | $212.7M | 0.02% | −502,412−29.4% | Reduced |
| Omers Administration Corp | 1,230,715 | $217.4M | 1.30% | +10,060+0.8% | Added |
| Amundi | 1,215,809 | $217.8M | 0.05% | +110,766+10.0% | Added |
| Newport Trust Co | 1,259,908 | $222.6M | 0.54% | −37,457−2.9% | Reduced |
| British Columbia Investment Management Corp | 1,271,498 | $224.5M | 1.41% | +383,861+43.2% | Added |
| Deutsche Bank AG | 1,334,415 | $235.8M | 0.07% | +31,851+2.4% | Added |
| Letko, Brosseau & Associates Inc | 1,426,775 | $252.1M | 3.73% | −153,255−9.7% | Reduced |
| Bessemer Group Inc | 1,469,398 | $259.3M | 0.36% | +1,427,492+3,406.4% | Added |
| Vanguard Asset Management, Ltd | 1,600,956 | $283.0M | 0.19% | +170,672+11.9% | Added |
| Massachusetts Financial Services Co | 1,300,991 | $324.8M | 0.10% | −50,323−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 2,080,308 | $367.6M | 0.05% | +76,329+3.8% | Added |
| Manufacturers Life Insurance Company, The | 2,361,978 | $416.6M | 0.33% | −72,867−3.0% | Reduced |
| Goldman Sachs Group Inc | 2,545,917 | $449.9M | 0.05% | −42,904−1.7% | Reduced |
| Beutel, Goodman & Co Ltd. | 2,695,594 | $476.3M | 3.50% | −406,274−13.1% | Reduced |
| Morgan Stanley | 2,902,505 | $512.9M | 0.03% | +698,892+31.7% | Added |
| JPMorgan Chase & Co | 3,145,509 | $553.9M | 0.03% | −670,061−17.6% | Reduced |
| Fiera Capital Corp | 3,214,287 | $567.1M | 2.06% | −272,333−7.8% | Reduced |
| Scotia Capital Inc. | 3,334,549 | $587.8M | 2.20% | −127,169−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,374,200 | $593.7M | 1.81% | −624,680−15.6% | Reduced |
| Dimensional Fund Advisors LP | 3,659,355 | $646.6M | 0.12% | −29,289−0.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,839,476 | $677.1M | 1.28% | +1,749,052+83.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,174,425 | $737.1M | 1.05% | +678,753+19.4% | Added |
| Legal & General Group Plc | 4,212,134 | $744.2M | 0.16% | −391,017−8.5% | Reduced |
| Bank of Nova Scotia | 5,205,604 | $920.0M | 1.39% | +173,121+3.4% | Added |
| Caisse de Depot Et Placement du Quebec | 5,419,567 | $957.5M | 1.36% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 5,426,252 | $959.1M | 0.45% | +441,974+8.9% | Added |
| Toronto Dominion Bank | 5,632,710 | $994.5M | 1.66% | −564,683−9.1% | Reduced |
| Vanguard Fiduciary Trust Co | 6,264,886 | $1.11B | 0.24% | +29,196+0.5% | Added |
| TD Waterhouse Canada Inc. | 6,350,903 | $1.13B | 2.97% | +123,387+2.0% | Added |
| CIBC Asset Management Inc | 6,747,985 | $1.20B | 2.63% | −32,333−0.5% | Reduced |
| Canada Pension Plan Investment Board | 7,256,202 | $1.28B | 0.71% | +1,017,326+16.3% | Added |
| Geode Capital Management, LLC | 7,973,622 | $1.46B | 0.08% | +661,553+9.0% | Added |
| Norges Bank | 8,796,707 | $1.55B | 0.15% | +8,796,707 | New |
| 1832 Asset Management L.P. | 9,303,809 | $1.64B | 2.02% | −296,120−3.1% | Reduced |
| FMR LLC | 9,527,449 | $1.68B | 0.07% | +2,234,256+30.6% | Added |
| National Bank of Canada | 10,405,423 | $1.84B | 1.61% | −354,875−3.3% | Reduced |
| Mackenzie Financial Corp | 8,547,687 | $2.14B | 2.14% | −34,501−0.4% | Reduced |
| FIL Ltd | 12,329,093 | $2.18B | 1.57% | +834,860+7.3% | Added |
| CIBC World Markets Inc. | 12,410,915 | $2.19B | 3.69% | −774,883−5.9% | Reduced |
| TD Asset Management Inc | 15,233,725 | $2.69B | 2.33% | −3,852,876−20.2% | Reduced |
| Vanguard Capital Management LLC | 20,475,602 | $3.62B | 0.08% | +194,762+1.0% | Added |
| Bank of Montreal | 28,128,121 | $4.97B | 1.84% | +130,783+0.5% | Added |
| Royal Bank of Canada | 52,167,653 | $9.22B | 1.56% | −430,389−0.8% | Reduced |
| Tradewinds, LLC. | 166 | – | – | +166 | New |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −152,951−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −43,616−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,209−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −20,046−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −19,832−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −17,151−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,799−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,373−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −9,545−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −8,797−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,488−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,878−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −5,649−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −5,438−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −4,575−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −4,464−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,164−100.0% | Sold out |
| Davis-Rea Ltd. | 0 | $0 | 0.00% | −3,725−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −406,135−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |
| Summerhill Capital Management lnc. | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,985−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −1,824−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −845−100.0% | Sold out |