Bank of MontrealBMO
13F holders, Q2 2024 (June 30)477holders −14
47new positions
62sold out
2famous investors
$83.87avg. 13F price*
At the end of Q2 2024, 477 institutions reported holding Bank of Montreal (BMO) in their 13F filings, down 14 from Q1 2024. 47 opened new positions and 62 sold out. The largest holders were Royal Bank of Canada ($4.8B), Vanguard Group Inc. ($2.5B) and Bank of Montreal ($2.3B). 2 famous investors held it, including 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 (Q2 2024)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $323.0M |
| Exits | 62 | $229.9M |
All 13F filers, Q1 2024 → Q2 2024: 27,797,011 shares bought and 23,102,198 shares sold, net +4,694,813 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 477 holders
| Royal Bank of Canada | 1.17% | Reduce -9.3% | 57,771,994 | $4.8B |
| Vanguard Group Inc. | 0.05% | Add +2.5% | 29,323,881 | $2.5B |
| Bank of Montreal | 0.70% | Add +5.9% | 27,335,619 | $2.3B |
| TD Asset Management Inc | 1.46% | Reduce -1.2% | 18,712,589 | $1.6B |
| Cibc World Market Inc. | 3.63% | Add +15.7% | 17,434,305 | $1.5B |
| National Bank of Canada | 1.92% | Add +4.9% | 14,761,836 | $1.2B |
| Bank of Nova Scotia | 2.01% | Add +4.8% | 12,114,641 | $1.0B |
| Mackenzie Financial Corp. | 1.42% | Reduce -13.1% | 11,415,977 | $958.3M |
| Toronto Dominion Bank | 1.38% | Reduce -19.6% | 10,277,845 | $861.8M |
| FIL Ltd | 0.79% | Reduce -3.3% | 9,550,708 | $801.7M |
| Norges Bank | 0.11% | Add +17.3% | 8,635,939 | $724.9M |
| CIBC Asset Management Inc | 2.44% | Reduce -9.8% | 8,160,044 | $684.5M |
| 1832 Asset Management L.P. | 1.11% | Add +6.8% | 7,312,320 | $613.1M |
| Federation des caisses Desjardins du Quebec | 2.72% | Add +180.9% | 5,999,840 | $506.3M |
| Beutel, Goodman & Co Ltd. | 2.52% | Reduce -0.8% | 5,648,643 | $474.0M |
| Caisse de depot et placement du Quebec | 1.10% | Reduce -2.5% | 5,419,567 | $454.8M |
| JARISLOWSKY, FRASER Ltd | 2.67% | Add +36.9% | 5,239,662 | $439.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 2.46% | Add +138.4% | 4,851,629 | $407.3M |
| Manufacturers Life Insurance Company, The | 0.37% | Reduce -3.8% | 4,678,400 | $392.1M |
| FMR LLC | 0.02% | Add +27.4% | 4,420,924 | $371.1M |
| Bank of America Corp. | 0.04% | Add +115.1% | 4,406,138 | $369.5M |
| Legal & General Group Plc | 0.10% | Reduce -2.2% | 4,096,221 | $343.8M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -2.4% | 3,519,277 | $295.1M |
| Scotia Capital Inc. | 1.68% | Add +0.3% | 3,419,582 | $286.3M |
| Fiera Capital Corp | 0.89% | Add +2.1% | 3,403,431 | $285.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 1.15% | Reduce -26.6% | 3,266,394 | $274.2M |
| JPMorgan Chase & Co. | 0.02% | Add +9.1% | 3,183,213 | $266.9M |
| Geode Capital Management, LLC | 0.02% | Add +5.8% | 3,014,383 | $254.9M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -36.1% | 2,878,674 | $241.4M |
| Guardian Capital LP | 8.12% | Reduce -2.6% | 2,565,324 | $215.3M |
| Canada Pension Plan Investment Board | 0.21% | Add +29.2% | 2,562,628 | $215.1M |
| TD Waterhouse Canada Inc. | 1.75% | Add +1.9% | 2,315,938 | $194.7M |
| Alberta Investment Management Corp | 1.93% | Add +33.3% | 2,074,879 | $174.1M |
| Letko, Brosseau & Associates Inc. | 3.09% | Reduce -3.3% | 1,944,266 | $163.2M |
| Agf Management Ltd. | 0.89% | Add +2.0% | 1,799,287 | $158.8M |
| Morgan Stanley | 0.01% | Add +23.2% | 1,787,554 | $149.9M |
| Charles Schwab Investment Management Inc. | 0.03% | New | 1,745,422 | $146.5M |
| Massachusetts Financial Services Co. | 0.04% | Add +3.0% | 1,629,370 | $136.6M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -29.4% | 1,581,195 | $132.7M |
| Newport Trust Company, LLC | 0.30% | Add +1.1% | 1,411,695 | $118.4M |
| Cardinal Capital Management, Inc. | 3.99% | Add +0.4% | 1,238,472 | $103.9M |
| Addenda Capital Inc. | 3.88% | Reduce -4.0% | 861,287 | $98.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.29% | Reduce -13.9% | 1,175,163 | $98.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | New | 1,081,457 | $90.7M |
| Clearbridge Investments, LLC | 0.07% | Add +6.4% | 1,020,683 | $85.6M |
| Invesco Ltd. | 0.02% | Add +8.2% | 1,001,257 | $84.0M |
| Aviso Financial Inc. | 4.60% | — | 986,956 | $82.6M |
| Two Sigma Investments, LP | 0.20% | Add +19.8% | 962,231 | $80.7M |
| Deutsche Bank AG | 0.03% | Add +8.6% | 831,824 | $69.7M |
| Value Partners Investments Inc. | 5.52% | Reduce -0.1% | 758,157 | $63.6M |
| Capital Research Global Investors | 0.01% | Reduce -76.2% | 747,581 | $62.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.9% | 686,725 | $57.6M |
| MUFG Securities EMEA plc | 2.43% | New | 474,999 | $54.5M |
| Capital International Investors | 0.01% | Add +0.5% | 618,842 | $51.9M |
| Amundi | 0.02% | Reduce -4.0% | 602,882 | $51.2M |
| BlackRock Inc. | 0.00% | Reduce -3.8% | 598,593 | $50.2M |
| First Trust Advisors LP | 0.05% | Reduce -10.0% | 545,814 | $45.8M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +20.0% | 468,991 | $39.3M |
| Bank of Nova Scotia Trust Co. | 4.38% | Add +0.1% | 467,930 | $39.2M |
| Korea Investment CORP | 0.09% | Reduce -16.7% | 435,190 | $36.5M |
| State of Tennessee, Department of Treasury | 0.13% | Add +1.0% | 413,619 | $34.7M |
| Voloridge Investment Management, LLC | 0.13% | Add +210.4% | 410,308 | $34.4M |
| Mufg Securities (canada), LTD. | 2.14% | Add +102285.4% | 385,993 | $32.4M |
| Guardian Capital Advisors LP | 3.30% | Reduce -9.7% | 365,108 | $31.0M |
| Citadel Advisors | 0.03% | Add +379.5% | 350,572 | $29.4M |
| Intact Investment Management Inc. | 1.07% | Reduce -56.7% | 340,111 | $28.5M |
| Aviva PLC | 0.08% | Add +16.2% | 335,456 | $28.1M |
| Franklin Resources Inc. | 0.01% | Reduce -0.6% | 320,689 | $26.9M |
| Jane Street Group, LLC | 0.03% | Reduce -20.8% | 319,981 | $26.8M |
| Pictet Asset Management Holding SA | 0.03% | Add +2.5% | 314,383 | $26.8M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 311,203 | $26.1M |
| UBS Group AG | 0.01% | Add +5.4% | 280,214 | $23.5M |
| Two Sigma Advisers, LP | 0.05% | Add +22.7% | 273,398 | $22.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +14.3% | 264,432 | $22.2M |
| Cidel Asset Management Inc. | 1.64% | Reduce -3.3% | 252,895 | $21.2M |
| Rempart Asset Management Inc. | 3.70% | Add +0.5% | 223,993 | $18.8M |
| OMERS ADMINISTRATION Corp | 0.18% | No change | 219,955 | $18.5M |
| Susquehanna Portfolio Strategies, LLC | 0.74% | Reduce -44.7% | 213,343 | $17.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 1.32% | Reduce -0.8% | 205,577 | $17.3M |
| Pinnacle Financial Partners Inc | 0.32% | Add +0.6% | 177,114 | $14.9M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -2.5% | 175,769 | $14.7M |
| DORCHESTER WEALTH MANAGEMENT Co | 2.84% | Reduce -4.0% | 176,332 | $14.7M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Reduce -2.2% | 166,500 | $14.0M |
| American Century Companies Inc. | 0.01% | Add +23.6% | 164,531 | $13.8M |
| Capital International, Inc. | 0.18% | Reduce -2.4% | 161,857 | $13.6M |
| Burgundy Asset Management Ltd. | 0.14% | No change | 160,000 | $13.4M |
| Van Eck Associates Corp. | 0.02% | Add +19.9% | 154,641 | $13.0M |
| Citigroup Inc. | 0.01% | Add +3.7% | 154,356 | $13.0M |
| Forsta Ap-Fonden | 0.11% | Reduce -5.7% | 151,300 | $12.7M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +5.1% | 152,263 | $12.6M |
| O'shaughnessy Asset Management, LLC | 0.13% | Reduce -1.3% | 144,632 | $12.1M |
| Stifel Financial Corp. | 0.01% | Add +10.7% | 142,736 | $12.0M |
| Neuberger Berman Group LLC | 0.01% | Reduce -5.8% | 133,430 | $11.2M |
| Vontobel Holding Ltd. | 0.04% | No change | 133,124 | $11.2M |
| Waratah Capital Advisors Ltd. | 0.66% | Reduce -51.9% | 129,662 | $10.9M |
| SIG North Trading, ULC | 2.79% | New | 127,817 | $10.7M |
| Investment Management Corp of Ontario | 0.29% | Add +1.3% | 127,187 | $10.7M |
| K.J. Harrison & Partners Inc | 1.65% | Reduce -23.2% | 119,413 | $10.0M |
| AMF Tjanstepension AB | 0.07% | Reduce -61.6% | 114,887 | $9.7M |
| AXA S.A. | 0.03% | Add +1448.8% | 113,992 | $9.6M |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.