Bank of MontrealBMO
13F holders, Q4 2024 (December 31)536holders +66
81new positions
32sold out
5famous investors
$97.04avg. 13F price*
At the end of Q4 2024, 536 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 66 from Q3 2024. 81 opened new positions and 32 sold out. The largest holders were Royal Bank of Canada ($5.9B), Vanguard Group Inc. ($3.0B) and Bank of Montreal ($2.9B). 5 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL QUE (Q4 2024)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $111.5M |
| Exits | 32 | $168.2M |
All 13F filers, Q3 2024 → Q4 2024: 24,432,158 shares bought and 21,680,708 shares sold, net +2,751,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 536 holders
| Royal Bank of Canada | 1.27% | Add +9.5% | 60,556,961 | $5.9B |
| Vanguard Group Inc. | 0.05% | Add +1.9% | 30,494,749 | $3.0B |
| Bank of Montreal | 1.45% | Add +7.9% | 29,873,166 | $2.9B |
| TD Asset Management Inc | 1.51% | Add +2.8% | 17,615,141 | $1.7B |
| Cibc World Market Inc. | 3.67% | Add +2.6% | 16,411,822 | $1.6B |
| National Bank of Canada | 1.73% | Reduce -0.0% | 13,748,503 | $1.3B |
| Mackenzie Financial Corp. | 1.61% | Add +15.4% | 12,215,628 | $1.2B |
| Norges Bank | 0.13% | Add +0.1% | 10,464,521 | $1.0B |
| Bank of Nova Scotia | 1.52% | Reduce -36.5% | 8,907,412 | $864.6M |
| Toronto Dominion Bank | 1.57% | Reduce -28.0% | 8,502,265 | $824.4M |
| 1832 Asset Management L.P. | 1.28% | Reduce -2.3% | 7,392,006 | $717.4M |
| Manufacturers Life Insurance Company, The | 0.58% | Add +42.7% | 6,838,171 | $664.7M |
| JARISLOWSKY, FRASER Ltd | 3.81% | Add +6.8% | 6,711,773 | $651.3M |
| Beutel, Goodman & Co Ltd. | 3.49% | Add +11.9% | 6,616,614 | $642.0M |
| CIBC Asset Management Inc | 2.04% | Reduce -3.9% | 6,371,405 | $620.9M |
| Caisse de depot et placement du Quebec | 1.09% | No change | 5,419,567 | $525.9M |
| FMR LLC | 0.03% | Add +3.2% | 5,208,431 | $505.6M |
| Federation des caisses Desjardins du Quebec | 2.43% | Reduce -3.2% | 4,927,693 | $476.4M |
| Geode Capital Management, LLC | 0.03% | Add +29.4% | 4,297,626 | $422.5M |
| Legal & General Group Plc | 0.11% | Add +2.4% | 4,244,870 | $411.9M |
| Fiera Capital Corp | 1.13% | Add +7.2% | 3,701,814 | $359.0M |
| JPMorgan Chase & Co. | 0.03% | Add +9.2% | 3,634,988 | $352.8M |
| Dimensional Fund Advisors LP | 0.08% | Add +1.3% | 3,604,088 | $349.8M |
| Scotia Capital Inc. | 1.78% | Add +1.5% | 3,493,410 | $338.4M |
| TD Waterhouse Canada Inc. | 2.07% | Add +7.1% | 2,653,260 | $256.7M |
| Canada Pension Plan Investment Board | 0.20% | Reduce -12.6% | 2,207,553 | $214.0M |
| FIL Ltd | 0.20% | Add +25.8% | 2,169,083 | $210.6M |
| Guardian Capital LP | 7.76% | Reduce -0.3% | 2,151,876 | $208.8M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.5% | 1,913,716 | $185.7M |
| Letko, Brosseau & Associates Inc. | 3.52% | Reduce -2.1% | 1,878,964 | $182.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.80% | Reduce -7.9% | 1,827,757 | $177.2M |
| Bank of America Corp. | 0.02% | Reduce -17.4% | 1,743,745 | $169.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.34% | Reduce -61.8% | 1,625,441 | $157.7M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -1.4% | 1,608,452 | $156.1M |
| Nuveen Asset Management, LLC | 0.04% | Add +0.2% | 1,579,064 | $153.2M |
| Morgan Stanley | 0.01% | Reduce -27.1% | 1,534,257 | $148.9M |
| Clearbridge Investments, LLC | 0.12% | Reduce -2.0% | 1,465,507 | $143.1M |
| Alberta Investment Management Corp | 0.95% | Add +0.3% | 1,392,000 | $135.1M |
| Newport Trust Company, LLC | 0.33% | Reduce -0.4% | 1,383,319 | $134.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -26.3% | 1,360,444 | $132.0M |
| Cardinal Capital Management, Inc. | 4.24% | Reduce -0.9% | 1,286,702 | $124.6M |
| Federated Hermes, Inc. | 0.25% | Add +1527.7% | 1,160,494 | $112.6M |
| Mufg Securities (canada), LTD. | 3.90% | Add +72.1% | 1,114,100 | $108.1M |
| Invesco Ltd. | 0.02% | Add +35.8% | 1,094,053 | $106.2M |
| Addenda Capital Inc. | 3.75% | Add +5.5% | 760,614 | $106.1M |
| Agf Management Ltd. | 0.53% | Reduce -38.5% | 980,773 | $105.9M |
| Aviso Financial Inc. | 5.04% | Add +2.4% | 1,027,872 | $99.8M |
| Deutsche Bank AG | 0.04% | Add +8.2% | 1,016,659 | $98.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -0.4% | 935,625 | $90.8M |
| D. E. Shaw & Co. | 0.10% | Add +108.1% | 882,705 | $85.6M |
| Arrowstreet Capital, Limited Partnership | 0.06% | Reduce -44.6% | 817,796 | $79.3M |
| Intact Investment Management Inc. | 2.70% | Add +35.6% | 797,460 | $77.4M |
| Amundi | 0.03% | Add +29.0% | 738,167 | $72.7M |
| Bank of New York Mellon Corp | 0.01% | Add +6.0% | 708,767 | $68.8M |
| Voloridge Investment Management, LLC | 0.23% | Reduce -11.4% | 656,919 | $63.8M |
| BlackRock, Inc. | 0.00% | Add +7.2% | 601,456 | $58.4M |
| Northern Trust Corp. | 0.01% | Add +74.2% | 537,809 | $52.2M |
| Two Sigma Investments, LP | 0.12% | Reduce -40.2% | 507,340 | $49.2M |
| Bank of Nova Scotia Trust Co. | 5.16% | Add +1.1% | 503,614 | $48.9M |
| Raymond James Financial Inc. | 0.02% | — | 498,232 | $48.4M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -0.7% | 480,066 | $46.5M |
| Korea Investment CORP | 0.11% | Add +2.6% | 478,191 | $46.4M |
| HSBC Holdings PLC | 0.03% | Add +35.6% | 460,970 | $44.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +665.8% | 460,720 | $44.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.26% | Reduce -85.7% | 453,454 | $44.0M |
| Wells Fargo & Company | 0.01% | Add +471.5% | 452,086 | $43.9M |
| First Trust Advisors LP | 0.04% | Reduce -16.0% | 447,435 | $43.4M |
| Aviva PLC | 0.11% | Add +27.9% | 439,079 | $42.5M |
| State of Tennessee, Department of Treasury | 0.15% | Add +0.2% | 418,328 | $40.6M |
| Hillsdale Investment Management Inc. | 2.04% | Add +2162.1% | 415,034 | $40.2M |
| APG Asset Management N.V. | 0.10% | New | 397,200 | $37.2M |
| Guardian Partners Inc. | 3.78% | — | 377,671 | $37.1M |
| Pictet Asset Management Holding SA | 0.04% | Add +19.1% | 380,900 | $37.0M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 2.53% | Add +66.7% | 356,924 | $34.6M |
| Franklin Resources Inc. | 0.01% | Add +2.4% | 334,333 | $32.4M |
| LPL Financial LLC | 0.01% | Add +276.7% | 324,268 | $31.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +7.0% | 291,338 | $28.3M |
| UBS Group AG | 0.01% | Reduce -26.4% | 271,717 | $26.4M |
| Citigroup Inc. | 0.03% | Add +64.5% | 271,694 | $26.4M |
| Millennium Management | 0.02% | Add +253.1% | 268,224 | $26.0M |
| Canerector Inc. | 11.59% | — | 125,000 | $23.9M |
| Russell Investments Group, Ltd. | 0.03% | Add +13.1% | 238,353 | $23.1M |
| Cidel Asset Management Inc. | 1.53% | Reduce -6.0% | 233,896 | $22.7M |
| Stifel Financial Corp. | 0.02% | Add +58.1% | 231,195 | $22.4M |
| Rempart Asset Management Inc. | 4.35% | Add +0.6% | 225,823 | $21.9M |
| OMERS ADMINISTRATION Corp | 0.19% | No change | 219,955 | $21.3M |
| Van Eck Associates Corp. | 0.02% | Add +2.6% | 195,213 | $18.9M |
| American Century Companies Inc. | 0.01% | Add +8.0% | 194,218 | $18.9M |
| DORCHESTER WEALTH MANAGEMENT Co | 3.52% | Add +0.4% | 183,463 | $17.7M |
| Jane Street Group, LLC | 0.03% | Add +130.0% | 181,270 | $17.6M |
| Forsta Ap-Fonden | 0.12% | Reduce -4.7% | 173,000 | $16.8M |
| Two Sigma Advisers, LP | 0.04% | Add +74.0% | 163,398 | $15.9M |
| Varma Mutual Pension Insurance Co | 0.12% | Reduce -23.0% | 162,729 | $15.8M |
| Wellington Management Group LLP | 0.00% | Add +29.4% | 162,503 | $15.8M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.06% | — | 161,418 | $15.7M |
| Burgundy Asset Management Ltd. | 0.16% | No change | 160,000 | $15.5M |
| Mn Services Vermogensbeheer B.V. | 0.10% | Add +1.6% | 157,500 | $15.3M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +7.0% | 153,570 | $14.9M |
| Northwest & Ethical Investments L.P. | 0.38% | Add +24.4% | 144,108 | $14.0M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 144,747 | $13.9M |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.