Bank of MontrealBMO
13F holders, Q1 2025 (March 31)556holders +20
68new positions
46sold out
7famous investors
$95.70avg. 13F price*
At the end of Q1 2025, 556 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 20 from Q4 2024. 68 opened new positions and 46 sold out. The largest holders were Royal Bank of Canada ($5.5B), Vanguard Group Inc. ($3.0B) and Bank of Montreal ($2.9B). 7 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 Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL QUE (Q1 2025)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $99.5M |
| Exits | 46 | $117.9M |
All 13F filers, Q4 2024 → Q1 2025: 18,513,969 shares bought and 16,315,246 shares sold, net +2,198,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 556 holders
| Royal Bank of Canada | 1.23% | Reduce -4.9% | 57,581,379 | $5.5B |
| Vanguard Group Inc. | 0.05% | Add +1.6% | 30,997,776 | $3.0B |
| Bank of Montreal | 1.58% | Add +3.0% | 30,777,622 | $2.9B |
| TD Asset Management Inc | 1.52% | Reduce -1.8% | 17,301,762 | $1.7B |
| Cibc World Market Inc. | 3.72% | Add +4.1% | 17,087,920 | $1.6B |
| National Bank of Canada | 1.46% | Reduce -5.2% | 13,036,781 | $1.2B |
| Norges Bank | 0.14% | Reduce -0.6% | 10,406,807 | $993.9M |
| Mackenzie Financial Corp. | 1.38% | Reduce -16.8% | 10,169,333 | $971.1M |
| Bank of Nova Scotia | 1.82% | Reduce -5.6% | 8,409,367 | $803.2M |
| Toronto Dominion Bank | 2.00% | Reduce -4.5% | 8,123,939 | $775.9M |
| 1832 Asset Management L.P. | 1.27% | Reduce -6.1% | 6,940,637 | $662.9M |
| CIBC Asset Management Inc | 2.11% | Add +4.1% | 6,631,947 | $636.7M |
| JARISLOWSKY, FRASER Ltd | 3.92% | Reduce -2.4% | 6,549,559 | $625.4M |
| Manufacturers Life Insurance Company, The | 0.56% | Reduce -11.1% | 6,080,113 | $583.8M |
| Beutel, Goodman & Co Ltd. | 3.29% | Reduce -9.7% | 5,972,658 | $570.3M |
| Caisse de depot et placement du Quebec | 1.09% | No change | 5,419,567 | $517.5M |
| FIL Ltd | 0.47% | Add +139.1% | 5,187,198 | $495.3M |
| Geode Capital Management, LLC | 0.04% | Add +14.1% | 4,902,978 | $476.5M |
| FMR LLC | 0.03% | Reduce -4.5% | 4,972,536 | $474.8M |
| Legal & General Group Plc | 0.11% | Add +2.1% | 4,332,205 | $413.7M |
| Goldman Sachs Group Inc. | 0.07% | Add +200.2% | 4,083,505 | $390.0M |
| JPMorgan Chase & Co. | 0.03% | Add +8.3% | 3,938,484 | $376.2M |
| Fiera Capital Corp | 1.33% | Add +4.4% | 3,864,901 | $369.4M |
| Canada Pension Plan Investment Board | 0.34% | Add +66.5% | 3,676,637 | $351.2M |
| Bank of America Corp. | 0.03% | Add +109.1% | 3,645,893 | $348.2M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -1.1% | 3,564,378 | $340.4M |
| Scotia Capital Inc. | 1.77% | Reduce -0.9% | 3,463,496 | $330.0M |
| Federation des caisses Desjardins du Quebec | 1.52% | Reduce -34.6% | 3,220,279 | $307.0M |
| Morgan Stanley | 0.02% | Add +72.5% | 2,647,317 | $252.8M |
| TD Waterhouse Canada Inc. | 1.83% | Reduce -11.6% | 2,345,069 | $223.6M |
| Guardian Capital LP | 7.76% | Reduce -4.1% | 2,064,127 | $197.1M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +1.4% | 1,941,007 | $185.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.80% | Add +5.6% | 1,930,906 | $184.4M |
| Letko, Brosseau & Associates Inc. | 3.71% | Reduce -2.8% | 1,826,599 | $174.4M |
| Alberta Investment Management Corp | 1.17% | Add +22.2% | 1,700,523 | $162.4M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -1.4% | 1,585,114 | $151.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.30% | Reduce -11.9% | 1,432,634 | $136.8M |
| Clearbridge Investments, LLC | 0.12% | Reduce -5.0% | 1,392,883 | $133.0M |
| Newport Trust Company, LLC | 0.33% | Reduce -2.1% | 1,354,442 | $129.4M |
| Federated Hermes, Inc. | 0.25% | Add +3.2% | 1,197,775 | $114.4M |
| Mufg Securities (canada), LTD. | 3.70% | Reduce -0.2% | 1,112,032 | $106.2M |
| Cardinal Capital Management, Inc. | 3.60% | Reduce -13.8% | 1,108,517 | $105.9M |
| Deutsche Bank AG | 0.04% | Add +6.2% | 1,079,549 | $103.1M |
| Aviso Financial Inc. | 4.91% | Add +1.4% | 1,041,732 | $99.5M |
| Invesco Ltd. | 0.02% | Reduce -7.5% | 1,012,257 | $96.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +7.1% | 1,002,463 | $95.7M |
| Addenda Capital Inc. | 3.52% | Reduce -8.9% | 692,967 | $95.2M |
| Bank of New York Mellon Corp | 0.01% | Add +5.3% | 746,613 | $71.3M |
| Agf Management Ltd. | 0.38% | Reduce -35.3% | 634,805 | $71.1M |
| Amundi | 0.02% | Reduce -4.9% | 701,964 | $67.4M |
| UBS Group AG | 0.01% | Add +159.6% | 705,409 | $67.4M |
| Hillsdale Investment Management Inc. | 3.11% | Add +54.3% | 640,284 | $61.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.37% | Add +37.9% | 625,140 | $59.7M |
| BlackRock, Inc. | 0.00% | Add +3.5% | 622,467 | $59.5M |
| Northern Trust Corp. | 0.01% | Add +6.1% | 570,798 | $54.5M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 3.98% | Add +57.8% | 563,083 | $53.8M |
| Nuveen, LLC | 0.02% | — | 545,351 | $52.1M |
| Aviva PLC | 0.12% | Add +16.3% | 510,412 | $48.8M |
| Value Partners Investments Inc. | 4.19% | Add +803.3% | 508,135 | $48.6M |
| Bank of Nova Scotia Trust Co. | 5.16% | Add +0.5% | 506,324 | $48.4M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.0% | 493,213 | $47.1M |
| Voloridge Investment Management, LLC | 0.17% | Reduce -25.7% | 487,826 | $46.6M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -0.5% | 477,649 | $45.6M |
| Wells Fargo & Company | 0.01% | Add +2.8% | 464,762 | $44.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.7% | 464,123 | $44.3M |
| Two Sigma Investments, LP | 0.10% | Reduce -8.6% | 463,940 | $44.3M |
| Korea Investment CORP | 0.11% | Reduce -4.0% | 459,216 | $43.8M |
| D. E. Shaw & Co. | 0.05% | Reduce -51.0% | 432,150 | $41.3M |
| First Trust Advisors LP | 0.04% | Reduce -3.8% | 430,568 | $41.1M |
| State of Tennessee, Department of Treasury | 0.15% | Add +0.1% | 418,739 | $40.0M |
| Pictet Asset Management Holding SA | 0.04% | Add +4.7% | 398,858 | $38.1M |
| HSBC Holdings PLC | 0.02% | Reduce -17.5% | 380,139 | $36.3M |
| APG Asset Management N.V. | 0.11% | Reduce -0.0% | 397,100 | $35.1M |
| LPL Financial LLC | 0.01% | Add +8.7% | 352,524 | $33.7M |
| Franklin Resources Inc. | 0.01% | Add +1.4% | 338,918 | $32.4M |
| Guardian Partners Inc. | 3.28% | Reduce -7.3% | 349,913 | $31.8M |
| Bessemer Group Inc. | 0.06% | Add +1240.6% | 323,226 | $30.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +5.0% | 305,921 | $29.2M |
| Intact Investment Management Inc. | 0.95% | Reduce -63.5% | 291,070 | $27.8M |
| Van Eck Associates Corp. | 0.03% | Add +42.1% | 277,461 | $26.5M |
| Russell Investments Group, Ltd. | 0.03% | Add +9.0% | 259,852 | $24.8M |
| Stifel Financial Corp. | 0.02% | Add +4.9% | 242,512 | $23.2M |
| Montrusco Bolton Investments Inc. | 0.30% | New | 242,313 | $23.1M |
| Millennium Management | 0.02% | Reduce -11.0% | 238,662 | $22.8M |
| Cidel Asset Management Inc. | 1.48% | Add +1.4% | 237,194 | $22.6M |
| Citigroup Inc. | 0.02% | Reduce -14.7% | 231,752 | $22.1M |
| Rempart Asset Management Inc. | 4.41% | Reduce -0.9% | 223,843 | $21.4M |
| OMERS ADMINISTRATION Corp | 0.18% | No change | 219,955 | $21.0M |
| Forsta Ap-Fonden | 0.15% | Add +20.5% | 208,400 | $19.9M |
| Northwest & Ethical Investments L.P. | 0.53% | Add +40.6% | 202,639 | $19.4M |
| American Century Companies Inc. | 0.01% | Add +1.1% | 196,451 | $18.8M |
| SIG North Trading, ULC | 3.67% | Add +1425.2% | 188,630 | $18.0M |
| Cardinal Point Capital Management ULC | 1.60% | New | 183,378 | $17.4M |
| Canerector Inc. | 13.32% | No change | 125,000 | $17.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.10% | Add +0.7% | 162,496 | $15.5M |
| Jane Street Group, LLC | 0.03% | Reduce -11.3% | 160,757 | $15.4M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +2.9% | 158,043 | $15.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +11.4% | 154,353 | $14.7M |
| Varma Mutual Pension Insurance Co | 0.12% | Reduce -10.4% | 145,829 | $13.9M |
| DekaBank Deutsche Girozentrale | 0.03% | Add +0.1% | 144,907 | $13.7M |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.