Bank of MontrealBMO
13F holders, Q3 2024 (September 30)470holders −7
39new positions
44sold out
3famous investors
$90.44avg. 13F price*
At the end of Q3 2024, 470 institutions reported holding Bank of Montreal (BMO) in their 13F filings, down 7 from Q2 2024. 39 opened new positions and 44 sold out. The largest holders were Royal Bank of Canada ($5.0B), Vanguard Group Inc. ($2.7B) and Bank of Montreal ($2.5B). 3 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL QUE (Q3 2024)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $52.7M |
| Exits | 44 | $117.1M |
All 13F filers, Q2 2024 → Q3 2024: 17,906,543 shares bought and 29,181,665 shares sold, net −11,275,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 470 holders
| Royal Bank of Canada | 1.11% | Reduce -4.2% | 55,325,120 | $5.0B |
| Vanguard Group Inc. | 0.05% | Add +2.0% | 29,918,005 | $2.7B |
| Bank of Montreal | 1.17% | Add +1.3% | 27,692,612 | $2.5B |
| TD Asset Management Inc | 1.37% | Reduce -8.5% | 17,128,157 | $1.6B |
| Cibc World Market Inc. | 3.25% | Reduce -8.3% | 15,995,447 | $1.4B |
| Bank of Nova Scotia | 2.56% | Add +15.8% | 14,024,491 | $1.3B |
| National Bank of Canada | 1.65% | Reduce -6.8% | 13,750,365 | $1.2B |
| Toronto Dominion Bank | 1.88% | Add +14.9% | 11,812,353 | $1.1B |
| Mackenzie Financial Corp. | 1.33% | Reduce -7.3% | 10,584,666 | $955.1M |
| Norges Bank | 0.13% | Add +21.0% | 10,449,486 | $942.8M |
| 1832 Asset Management L.P. | 1.14% | Add +3.5% | 7,565,045 | $682.4M |
| CIBC Asset Management Inc | 1.95% | Reduce -18.8% | 6,628,334 | $600.8M |
| JARISLOWSKY, FRASER Ltd | 3.18% | Add +20.0% | 6,285,331 | $567.8M |
| Beutel, Goodman & Co Ltd. | 2.63% | Add +4.7% | 5,912,417 | $534.1M |
| Caisse de depot et placement du Quebec | 0.97% | No change | 5,419,567 | $489.6M |
| Federation des caisses Desjardins du Quebec | 2.27% | Reduce -15.2% | 5,090,021 | $459.3M |
| FMR LLC | 0.03% | Add +14.2% | 5,046,721 | $455.4M |
| Manufacturers Life Insurance Company, The | 0.38% | Add +2.5% | 4,793,309 | $432.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.94% | Add +261.6% | 4,249,552 | $383.4M |
| Legal & General Group Plc | 0.10% | Add +1.3% | 4,147,304 | $374.6M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.1% | 3,558,032 | $320.9M |
| Fiera Capital Corp | 0.94% | Add +1.5% | 3,453,718 | $312.1M |
| Scotia Capital Inc. | 1.66% | Add +0.7% | 3,443,093 | $310.4M |
| Geode Capital Management, LLC | 0.02% | Add +10.2% | 3,321,849 | $303.1M |
| JPMorgan Chase & Co. | 0.02% | Add +4.5% | 3,327,465 | $300.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1.72% | Reduce -34.7% | 3,169,608 | $286.0M |
| TD Waterhouse Canada Inc. | 1.86% | Add +6.9% | 2,476,545 | $228.7M |
| Canada Pension Plan Investment Board | 0.22% | Reduce -1.4% | 2,525,575 | $228.2M |
| Guardian Capital LP | 7.15% | Reduce -15.9% | 2,158,013 | $194.9M |
| Bank of America Corp. | 0.02% | Reduce -52.1% | 2,110,946 | $190.4M |
| Morgan Stanley | 0.01% | Add +17.8% | 2,106,188 | $190.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.87% | Reduce -39.2% | 1,985,056 | $179.1M |
| Letko, Brosseau & Associates Inc. | 3.15% | Reduce -1.3% | 1,919,950 | $173.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +5.9% | 1,848,917 | $167.0M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -35.9% | 1,845,990 | $166.5M |
| FIL Ltd | 0.14% | Reduce -82.0% | 1,723,780 | $155.5M |
| Agf Management Ltd. | 0.78% | Reduce -11.3% | 1,595,709 | $152.1M |
| Massachusetts Financial Services Co. | 0.04% | Add +0.1% | 1,631,618 | $147.2M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -0.3% | 1,576,542 | $142.4M |
| Clearbridge Investments, LLC | 0.10% | Add +46.6% | 1,495,899 | $133.3M |
| Arrowstreet Capital, Limited Partnership | 0.11% | Add +3520.6% | 1,476,835 | $133.2M |
| Alberta Investment Management Corp | 1.14% | Reduce -33.1% | 1,388,400 | $125.4M |
| Newport Trust Company, LLC | 0.30% | Reduce -1.6% | 1,388,580 | $125.2M |
| Cardinal Capital Management, Inc. | 4.83% | Add +4.9% | 1,298,627 | $117.3M |
| Aviso Financial Inc. | 4.49% | Add +1.8% | 1,004,191 | $90.6M |
| Addenda Capital Inc. | 3.14% | Reduce -16.3% | 720,766 | $88.0M |
| Deutsche Bank AG | 0.03% | Add +13.0% | 939,939 | $84.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -13.1% | 939,343 | $84.7M |
| Two Sigma Investments, LP | 0.18% | Reduce -11.9% | 847,892 | $76.5M |
| Invesco Ltd. | 0.01% | Reduce -19.6% | 805,524 | $72.7M |
| Value Partners Investments Inc. | 5.56% | Add +0.3% | 760,524 | $68.8M |
| Voloridge Investment Management, LLC | 0.24% | Add +80.7% | 741,472 | $66.9M |
| MUFG Securities EMEA plc | 2.50% | Add +5.3% | 500,000 | $61.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 668,632 | $60.3M |
| Mufg Securities (canada), LTD. | 2.61% | Add +67.7% | 647,345 | $58.5M |
| Capital International Investors | 0.01% | Add +0.0% | 619,029 | $55.9M |
| Intact Investment Management Inc. | 1.76% | Add +73.0% | 588,209 | $53.1M |
| Amundi | 0.02% | Reduce -5.1% | 572,105 | $51.5M |
| BlackRock, Inc. | 0.00% | — | 561,115 | $50.6M |
| First Trust Advisors LP | 0.05% | Reduce -2.4% | 532,581 | $48.0M |
| Bank of Nova Scotia Trust Co. | 4.56% | Add +6.5% | 498,221 | $44.9M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +3.1% | 483,408 | $43.7M |
| Korea Investment CORP | 0.10% | Add +7.1% | 466,139 | $42.1M |
| Citadel Advisors | 0.04% | Add +23.2% | 431,936 | $39.0M |
| D. E. Shaw & Co. | 0.05% | Add +2352.0% | 424,201 | $38.3M |
| State of Tennessee, Department of Treasury | 0.13% | Add +0.9% | 417,461 | $37.7M |
| Guardian Capital Advisors LP | 3.36% | Add +2.6% | 374,594 | $34.1M |
| UBS Group AG | 0.01% | Add +31.8% | 369,357 | $33.3M |
| Aviva PLC | 0.08% | Add +2.3% | 343,231 | $31.0M |
| Franklin Resources Inc. | 0.01% | Add +1.8% | 326,510 | $30.8M |
| HSBC Holdings PLC | 0.02% | Add +4810.1% | 339,925 | $30.6M |
| Pictet Asset Management Holding SA | 0.03% | Add +1.7% | 319,824 | $29.0M |
| Northern Trust Corp. | 0.00% | Reduce -0.8% | 308,826 | $27.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Add +2.9% | 272,191 | $24.6M |
| Cidel Asset Management Inc. | 1.59% | Reduce -1.6% | 248,971 | $22.5M |
| Rempart Asset Management Inc. | 3.92% | Add +0.2% | 224,443 | $21.1M |
| OMERS ADMINISTRATION Corp | 0.18% | No change | 219,955 | $19.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 1.35% | Add +4.1% | 214,070 | $19.3M |
| Varma Mutual Pension Insurance Co | 0.15% | New | 211,329 | $19.2M |
| Russell Investments Group, Ltd. | 0.03% | Add +19.9% | 210,799 | $19.0M |
| Susquehanna Portfolio Strategies, LLC | 1.29% | Reduce -2.2% | 208,609 | $18.8M |
| AXA S.A. | 0.05% | Add +75.6% | 200,200 | $18.1M |
| Van Eck Associates Corp. | 0.02% | Add +23.0% | 190,255 | $17.8M |
| Forsta Ap-Fonden | 0.13% | Add +20.0% | 181,600 | $16.4M |
| DORCHESTER WEALTH MANAGEMENT Co | 2.99% | Add +3.6% | 182,675 | $16.4M |
| American Century Companies Inc. | 0.01% | Add +9.3% | 179,867 | $16.2M |
| Pinnacle Financial Partners Inc | 0.32% | Add +0.4% | 177,888 | $16.0M |
| Citigroup Inc. | 0.01% | Add +7.0% | 165,148 | $14.9M |
| Burgundy Asset Management Ltd. | 0.14% | No change | 160,000 | $14.4M |
| Capital International, Inc. | 0.18% | Reduce -3.5% | 156,209 | $14.1M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Reduce -6.8% | 155,100 | $14.0M |
| O'shaughnessy Asset Management, LLC | 0.12% | Reduce -0.8% | 143,546 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +2.5% | 146,232 | $13.2M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -4.9% | 144,747 | $13.0M |
| Vontobel Holding Ltd. | 0.04% | Reduce -4.0% | 127,819 | $11.5M |
| Wellington Management Group LLP | 0.00% | Add +80.0% | 125,572 | $11.3M |
| Investment Management Corp of Ontario | 0.25% | Reduce -1.3% | 125,590 | $11.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -7.4% | 123,588 | $11.2M |
| AMF Tjanstepension AB | 0.07% | No change | 114,887 | $10.5M |
| Northwest & Ethical Investments L.P. | 0.28% | Add +5.2% | 115,865 | $10.5M |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.