Bank of MontrealBMO
13F holders, Q1 2024 (March 31)491holders
3famous investors
$97.91avg. 13F price*
At the end of Q1 2024, 491 institutions reported holding Bank of Montreal (BMO) in their 13F filings. The largest holders were Royal Bank of Canada ($6.2B), Vanguard Group Inc. ($2.8B) and Bank of Montreal ($2.5B). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL QUE (Q1 2024)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $677.2M |
| Exits | 42 | $64.3M |
Ownership 491 holders
| Royal Bank of Canada | 1.52% | Reduce -3.8% | 63,706,340 | $6.2B |
| Vanguard Group Inc. | 0.06% | Add +1.9% | 28,617,952 | $2.8B |
| Bank of Montreal | 0.79% | Add +2.2% | 25,807,892 | $2.5B |
| TD Asset Management Inc | 1.72% | Reduce -1.5% | 18,932,889 | $1.9B |
| Cibc World Market Inc. | 3.78% | Add +10.6% | 15,066,307 | $1.5B |
| National Bank of Canada | 2.28% | Add +38.0% | 14,069,787 | $1.3B |
| Mackenzie Financial Corp. | 1.86% | Reduce -9.3% | 13,143,397 | $1.3B |
| Toronto Dominion Bank | 1.96% | Reduce -13.0% | 12,775,715 | $1.2B |
| Bank of Nova Scotia | 2.30% | Reduce -17.0% | 11,562,814 | $1.1B |
| FIL Ltd | 0.96% | Add +0.0% | 9,873,335 | $964.0M |
| CIBC Asset Management Inc | 3.07% | Add +2.0% | 9,052,109 | $884.0M |
| Norges Bank | 0.11% | Reduce -10.3% | 7,362,372 | $719.1M |
| 1832 Asset Management L.P. | 1.22% | Add +19.7% | 6,848,396 | $669.0M |
| Beutel, Goodman & Co Ltd. | 2.87% | Reduce -1.1% | 5,694,687 | $556.5M |
| Caisse de depot et placement du Quebec | 1.31% | Reduce -0.5% | 5,558,955 | $543.3M |
| Manufacturers Life Insurance Company, The | 0.44% | Reduce -12.3% | 4,864,624 | $475.1M |
| Goldman Sachs Group Inc. | 0.09% | Add +63.1% | 4,503,324 | $439.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.87% | Add +11.9% | 4,453,044 | $435.0M |
| Legal & General Group Plc | 0.12% | Add +0.1% | 4,187,204 | $409.0M |
| JARISLOWSKY, FRASER Ltd | 2.15% | Add +1117.2% | 3,827,130 | $374.0M |
| Dimensional Fund Advisors LP | 0.10% | Reduce -0.1% | 3,606,334 | $352.3M |
| FMR LLC | 0.02% | Add +4.3% | 3,468,623 | $338.7M |
| Scotia Capital Inc. | 1.98% | Add +4.0% | 3,408,562 | $332.7M |
| Fiera Capital Corp | 0.95% | Add +6.7% | 3,334,320 | $325.7M |
| Capital Research Global Investors | 0.07% | New | 3,146,828 | $307.2M |
| TD Waterhouse Canada Inc. | 2.22% | New | 2,271,784 | $296.4M |
| JPMorgan Chase & Co. | 0.03% | Add +4.4% | 2,917,993 | $285.0M |
| Federation des caisses Desjardins du Quebec | 2.04% | Add +1.9% | 2,136,109 | $281.9M |
| Geode Capital Management, LLC | 0.03% | Add +3.0% | 2,850,142 | $279.7M |
| Guardian Capital LP | 8.97% | Reduce -0.1% | 2,632,909 | $257.3M |
| Nuveen Asset Management, LLC | 0.07% | Add +7.1% | 2,238,475 | $218.8M |
| Bank of America Corp. | 0.02% | Reduce -43.4% | 2,048,205 | $200.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.37% | Add +16.1% | 2,035,244 | $198.8M |
| Letko, Brosseau & Associates Inc. | 3.42% | Add +0.1% | 2,010,348 | $196.5M |
| Canada Pension Plan Investment Board | 0.20% | Add +15.6% | 1,983,628 | $193.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.11% | Add +0.8% | 1,709,247 | $167.0M |
| Agf Management Ltd. | 0.90% | Add +3.0% | 1,764,620 | $161.6M |
| Massachusetts Financial Services Co. | 0.05% | Add +2.1% | 1,581,231 | $154.5M |
| Alberta Investment Management Corp | 1.61% | Add +6.9% | 1,556,199 | $152.1M |
| Morgan Stanley | 0.01% | Add +13.9% | 1,450,678 | $141.7M |
| Newport Trust Company, LLC | 0.37% | Reduce -3.2% | 1,396,886 | $136.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.47% | Reduce -40.0% | 1,364,384 | $133.3M |
| Cardinal Capital Management, Inc. | 5.35% | Add +0.1% | 1,233,075 | $120.5M |
| Credit Suisse AG/ | 0.12% | Reduce -2.4% | 1,229,335 | $120.1M |
| Addenda Capital Inc. | 4.51% | Add +5.7% | 897,240 | $118.7M |
| Clearbridge Investments, LLC | 0.07% | Reduce -1.5% | 959,600 | $93.7M |
| Credential Qtrade Securities Inc. | 4.98% | Add +18.1% | 950,068 | $92.8M |
| Invesco Ltd. | 0.02% | Add +3.6% | 925,689 | $90.4M |
| Two Sigma Investments, LP | 0.20% | Reduce -5.2% | 803,140 | $78.5M |
| Intact Investment Management Inc. | 3.02% | Add +8.2% | 785,511 | $76.7M |
| Deutsche Bank AG | 0.03% | Add +4.2% | 766,040 | $74.8M |
| Value Partners Investments Inc. | 6.06% | Reduce -2.0% | 759,153 | $74.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -19.6% | 700,294 | $68.4M |
| BlackRock Inc. | 0.00% | Add +4.3% | 622,247 | $60.8M |
| Capital International Investors | 0.01% | Add +0.9% | 615,949 | $60.1M |
| First Trust Advisors LP | 0.06% | Reduce -10.7% | 606,720 | $59.3M |
| Amundi | 0.02% | Reduce -16.0% | 628,093 | $57.2M |
| Korea Investment CORP | 0.13% | Reduce -10.1% | 522,268 | $51.0M |
| Triasima Portfolio Management inc. | 3.85% | Reduce -3.4% | 469,700 | $45.9M |
| Bank of Nova Scotia Trust Co. | 4.91% | Add +0.8% | 467,380 | $45.7M |
| State of Tennessee, Department of Treasury | 0.15% | No change | 409,666 | $40.0M |
| Jane Street Group, LLC | 0.05% | Add +107.1% | 404,051 | $39.5M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -5.3% | 390,695 | $38.2M |
| Susquehanna Portfolio Strategies, LLC | 0.88% | Reduce -13.1% | 385,939 | $37.7M |
| Guardian Capital Advisors LP | 4.02% | Reduce -1.7% | 404,195 | $37.3M |
| Franklin Resources Inc. | 0.01% | Add +1.6% | 322,554 | $31.5M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -2.0% | 306,861 | $30.1M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 307,914 | $30.1M |
| HSBC Holdings PLC | 0.02% | Add +10.9% | 306,830 | $30.0M |
| AMF Tjanstepension AB | 0.22% | No change | 299,289 | $29.3M |
| Aviva PLC | 0.10% | Add +0.5% | 288,587 | $28.2M |
| Waratah Capital Advisors Ltd. | 1.35% | Add +26.3% | 269,269 | $26.3M |
| UBS Group AG | 0.01% | Reduce -2.8% | 265,888 | $26.0M |
| Cidel Asset Management Inc. | 1.95% | Reduce -64.6% | 261,505 | $25.6M |
| Varma Mutual Pension Insurance Co | 0.20% | New | 238,400 | $23.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +2.0% | 231,354 | $22.6M |
| Rempart Asset Management Inc. | 4.18% | Add +3.2% | 222,893 | $21.8M |
| Two Sigma Advisers, LP | 0.05% | Reduce -16.3% | 222,798 | $21.8M |
| OMERS ADMINISTRATION Corp | 0.25% | No change | 219,955 | $21.5M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 1.50% | Reduce -0.2% | 207,177 | $20.2M |
| DORCHESTER WEALTH MANAGEMENT Co | 3.21% | Reduce -1.6% | 183,672 | $17.8M |
| Russell Investments Group, Ltd. | 0.03% | Reduce -20.8% | 180,246 | $17.6M |
| Pinnacle Financial Partners Inc | 0.37% | Add +3.6% | 176,135 | $17.2M |
| Mn Services Vermogensbeheer B.V. | 0.12% | New | 170,200 | $16.6M |
| Genus Capital Management Inc. | 2.15% | — | 169,616 | $16.6M |
| Capital International, Inc. | 0.22% | Add +37.0% | 165,819 | $16.2M |
| Forsta Ap-Fonden | 0.13% | Reduce -34.9% | 160,500 | $15.7M |
| Burgundy Asset Management Ltd. | 0.16% | No change | 160,000 | $15.6M |
| K.J. Harrison & Partners Inc | 2.35% | Add +90.3% | 155,510 | $15.2M |
| Citigroup Inc. | 0.02% | Reduce -13.5% | 148,901 | $14.5M |
| O'shaughnessy Asset Management, LLC | 0.16% | Add +2.0% | 146,583 | $14.3M |
| Onex Canada Asset Management Inc. | 1.43% | Reduce -11.3% | 146,581 | $14.3M |
| DekaBank Deutsche Girozentrale | 0.03% | Reduce -10.0% | 144,907 | $13.9M |
| Neuberger Berman Group LLC | 0.01% | Reduce -11.4% | 141,598 | $13.8M |
| Vontobel Holding Ltd. | 0.10% | Reduce -4.2% | 133,124 | $13.0M |
| American Century Companies Inc. | 0.01% | Add +9.7% | 133,157 | $13.0M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -3.2% | 132,190 | $12.9M |
| Van Eck Associates Corp. | 0.02% | Add +19.0% | 128,969 | $12.6M |
| Stifel Financial Corp. | 0.01% | Add +139.7% | 128,888 | $12.6M |
| Investment Management Corp of Ontario | 0.36% | Reduce -17.8% | 125,531 | $12.3M |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.