Bank of MontrealBMO
13F holders, Q2 2026 (June 30)658holders +21
85new positions
63sold out
5famous investors
$178.96avg. 13F price*
At the end of Q2 2026, 658 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 21 from Q1 2026. 85 opened new positions and 63 sold out. The largest holders were Royal Bank of Canada ($9.2B), Bank of Montreal ($5.0B) and Vanguard Capital Management LLC ($3.6B). 5 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL MEDIUM (Q2 2026)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $91.0M |
| Exits | 63 | $67.7M |
All 13F filers, Q1 2026 → Q2 2026: 15,408,831 shares bought and 16,884,911 shares sold, net −1,476,080 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 658 holders
| Royal Bank of Canada | 1.56% | Reduce -0.8% | 52,167,653 | $9.2B |
| Bank of Montreal | 1.82% | Add +0.5% | 28,128,121 | $5.0B |
| Vanguard Capital Management LLC | 0.08% | Add +1.0% | 20,475,602 | $3.6B |
| TD Asset Management Inc | 2.33% | Reduce -20.2% | 15,233,725 | $2.7B |
| Cibc World Market Inc. | 3.69% | Reduce -5.9% | 12,410,915 | $2.2B |
| FIL Ltd | 1.57% | Add +7.3% | 12,329,093 | $2.2B |
| Mackenzie Financial Corp. | 2.14% | Reduce -0.4% | 8,547,687 | $2.1B |
| National Bank of Canada | 1.61% | Reduce -3.3% | 10,405,423 | $1.8B |
| FMR LLC | 0.07% | Add +30.6% | 9,527,449 | $1.7B |
| 1832 Asset Management L.P. | 2.02% | Reduce -3.1% | 9,303,809 | $1.6B |
| Norges Bank | 0.15% | — | 8,796,707 | $1.6B |
| Geode Capital Management, LLC | 0.08% | Add +9.1% | 7,973,622 | $1.5B |
| Canada Pension Plan Investment Board | 0.71% | Add +16.3% | 7,256,202 | $1.3B |
| CIBC Asset Management Inc | 2.63% | Reduce -0.5% | 6,747,985 | $1.2B |
| TD Waterhouse Canada Inc. | 2.97% | Add +2.0% | 6,350,903 | $1.1B |
| Vanguard Fiduciary Trust Co. | 0.24% | Add +0.5% | 6,264,886 | $1.1B |
| Toronto Dominion Bank | 1.67% | Reduce -9.1% | 5,632,710 | $994.5M |
| Vanguard Global Advisers, LLC | 0.45% | Add +8.9% | 5,426,252 | $959.1M |
| Caisse de depot et placement du Quebec | 1.36% | No change | 5,419,567 | $957.5M |
| Bank of Nova Scotia | 1.41% | Add +3.4% | 5,205,604 | $920.0M |
| Legal & General Group Plc | 0.16% | Reduce -8.5% | 4,212,134 | $744.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.06% | Add +19.4% | 4,174,425 | $737.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.28% | Add +83.7% | 3,839,476 | $677.1M |
| Dimensional Fund Advisors LP | 0.12% | Reduce -0.8% | 3,659,355 | $646.6M |
| Federation des caisses Desjardins du Quebec | 1.83% | Reduce -15.6% | 3,374,200 | $593.7M |
| Scotia Capital Inc. | 2.20% | Reduce -3.7% | 3,334,549 | $587.8M |
| Fiera Capital Corp | 2.06% | Reduce -7.8% | 3,214,287 | $567.1M |
| JPMorgan Chase & Co. | 0.03% | Reduce -17.6% | 3,145,509 | $553.9M |
| Morgan Stanley | 0.03% | Add +31.7% | 2,902,505 | $512.9M |
| Beutel, Goodman & Co Ltd. | 3.50% | Reduce -13.1% | 2,695,594 | $476.3M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -1.7% | 2,545,917 | $449.9M |
| Manufacturers Life Insurance Company, The | 0.33% | Reduce -3.0% | 2,361,978 | $416.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.8% | 2,080,308 | $367.6M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -3.7% | 1,300,991 | $324.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.19% | Add +11.9% | 1,600,956 | $283.0M |
| Bessemer Group Inc. | 0.36% | Add +3406.4% | 1,469,398 | $259.3M |
| Letko, Brosseau & Associates Inc. | 3.73% | Reduce -9.7% | 1,426,775 | $252.1M |
| Deutsche Bank AG | 0.07% | Add +2.5% | 1,334,415 | $235.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.41% | Add +43.3% | 1,271,498 | $224.5M |
| Newport Trust Company, LLC | 0.54% | Reduce -2.9% | 1,259,908 | $222.6M |
| Amundi | 0.05% | Add +10.0% | 1,215,809 | $217.8M |
| OMERS ADMINISTRATION Corp | 1.30% | Add +0.8% | 1,230,715 | $217.4M |
| Invesco Ltd. | 0.02% | Reduce -29.4% | 1,203,872 | $212.7M |
| Acadian Asset Management LLC | 0.25% | Add +0.2% | 1,197,679 | $211.6M |
| Public Sector Pension Investment Board | 0.55% | Add +5.5% | 1,177,353 | $207.9M |
| Clearbridge Investments, LLC | 0.17% | Add +1.9% | 1,153,825 | $202.5M |
| Barclays PLC | 0.06% | Reduce -31.4% | 1,084,437 | $191.6M |
| Cardinal Capital Management, Inc. | 4.26% | Reduce -0.5% | 999,266 | $176.3M |
| Mufg Securities (canada), LTD. | 4.72% | Reduce -5.4% | 991,466 | $175.0M |
| Aviso Financial Inc. | 5.98% | Reduce -2.6% | 973,584 | $172.0M |
| UBS Group AG | 0.03% | Add +16.7% | 953,638 | $168.5M |
| Picton Mahoney Asset Management | 1.54% | Add +297.4% | 945,606 | $166.7M |
| Addenda Capital Inc. | 4.26% | Reduce -7.3% | 625,064 | $156.7M |
| Alberta Investment Management Corp | 0.92% | Reduce -3.8% | 810,135 | $143.0M |
| Bank of New York Mellon Corp | 0.02% | Add +4.2% | 739,895 | $130.7M |
| BCV Asset Management Inc. | 3.42% | Reduce -2.0% | 642,300 | $113.2M |
| Aviva PLC | 0.16% | Add +0.5% | 630,423 | $111.2M |
| Intact Investment Management Inc. | 3.15% | Add +60.9% | 626,785 | $110.8M |
| BlackRock, Inc. | 0.00% | Reduce -13.4% | 622,130 | $109.9M |
| Guardian Capital LP | 2.64% | Reduce -9.7% | 614,927 | $108.6M |
| Bank of America Corp. | 0.01% | Reduce -63.9% | 588,633 | $104.0M |
| Northern Trust Corp. | 0.01% | Reduce -0.8% | 560,484 | $99.0M |
| Nuveen, LLC | 0.02% | Reduce -0.6% | 526,771 | $93.1M |
| Two Sigma Investments, LP | 0.07% | Add +2247.9% | 511,838 | $90.4M |
| AQR Capital Management | 0.03% | Add +8.1% | 469,429 | $82.9M |
| Hillsdale Investment Management Inc. | 1.85% | Reduce -15.3% | 460,739 | $81.3M |
| American Century Companies Inc. | 0.04% | Add +31.9% | 452,310 | $79.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 5.67% | Reduce -24.9% | 447,594 | $78.9M |
| Bank of Nova Scotia Trust Co. | 6.54% | Reduce -10.0% | 446,227 | $78.8M |
| APG Asset Management N.V. | 0.19% | Add +37.7% | 508,694 | $78.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.15% | Add +39.3% | 430,916 | $76.1M |
| Korea Investment CORP | 0.14% | Add +4.8% | 409,037 | $72.3M |
| Agf Management Ltd. | 0.28% | Reduce -9.0% | 408,424 | $72.2M |
| State of Tennessee, Department of Treasury | 0.21% | Add +0.4% | 403,848 | $71.4M |
| Zurich Insurance Group Ltd | 0.45% | Reduce -31.1% | 367,582 | $64.9M |
| Pictet Asset Management Holding SA | 0.06% | Reduce -4.3% | 363,071 | $64.1M |
| Delaney Capital Management Ltd. | 10.07% | Reduce -6.6% | 360,775 | $63.6M |
| CANADA LIFE ASSURANCE Co | 0.10% | Reduce -2.6% | 355,662 | $62.6M |
| Vanguard Investments Australia, Ltd. | 0.15% | Reduce -0.2% | 351,288 | $62.1M |
| Franklin Resources Inc. | 0.01% | Add +1.4% | 349,582 | $61.7M |
| Guardian Partners Inc. | 4.84% | Reduce -17.5% | 303,771 | $53.7M |
| Purpose Unlimited Inc. | 2.04% | Reduce -6.0% | 299,232 | $52.9M |
| Cidel Asset Management Inc. | 2.50% | Add +125.1% | 294,015 | $51.9M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -14.2% | 289,001 | $51.1M |
| Susquehanna Fundamental Investments, LLC | 0.96% | Add +222.9% | 287,700 | $50.8M |
| Capital Wealth Planning, LLC | 0.23% | Add +10.0% | 257,802 | $45.6M |
| Citigroup Inc. | 0.02% | Reduce -40.6% | 251,308 | $44.4M |
| State of Wisconsin Investment Board | 0.09% | Reduce -2.7% | 241,553 | $42.7M |
| Value Partners Investments Inc. | 2.95% | Reduce -45.6% | 239,642 | $42.3M |
| Neuberger Berman Group LLC | 0.02% | Add +1.6% | 209,653 | $37.0M |
| Candriam S.C.A. | 0.17% | Reduce -14.3% | 209,138 | $36.9M |
| First Trust Advisors LP | 0.02% | Reduce -24.4% | 205,963 | $36.4M |
| Intech Investment Management LLC | 0.33% | Add +9.0% | 204,697 | $36.2M |
| Mn Services Vermogensbeheer B.V. | 0.27% | Add +21.4% | 200,613 | $35.4M |
| Investment Management Corp of Ontario | 0.45% | Add +0.1% | 200,024 | $35.3M |
| D. E. Shaw & Co. | 0.02% | Reduce -35.6% | 194,600 | $34.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Reduce -12.6% | 183,475 | $32.4M |
| Cardinal Point Capital Management ULC | 1.75% | Reduce -0.6% | 175,545 | $31.0M |
| Rempart Asset Management Inc. | 6.30% | Reduce -9.2% | 174,264 | $30.7M |
| Montrusco Bolton Investments Inc. | 0.47% | Reduce -16.1% | 171,898 | $30.4M |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.