Bank of MontrealBMO
13F holders, Q2 2025 (June 30)565holders +9
54new positions
47sold out
5famous investors
$110.70avg. 13F price*
At the end of Q2 2025, 565 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 9 from Q1 2025. 54 opened new positions and 47 sold out. The largest holders were Royal Bank of Canada ($7.2B), Vanguard Group Inc. ($3.6B) and Bank of Montreal ($3.1B). 5 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL QUE (Q2 2025)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $113.2M |
| Exits | 47 | $65.5M |
All 13F filers, Q1 2025 → Q2 2025: 23,374,471 shares bought and 18,964,818 shares sold, net +4,409,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 565 holders
| Royal Bank of Canada | 1.41% | Add +13.7% | 65,483,432 | $7.2B |
| Vanguard Group Inc. | 0.06% | Add +3.9% | 32,194,013 | $3.6B |
| Bank of Montreal | 1.60% | Reduce -7.8% | 28,389,384 | $3.1B |
| TD Asset Management Inc | 1.63% | Reduce -0.1% | 17,289,838 | $1.9B |
| Cibc World Market Inc. | 3.32% | Reduce -20.7% | 13,551,901 | $1.5B |
| Norges Bank | 0.15% | Add +2.6% | 10,679,880 | $1.2B |
| National Bank of Canada | 1.23% | Reduce -20.9% | 10,306,979 | $1.1B |
| Mackenzie Financial Corp. | 1.44% | Reduce -1.2% | 10,051,692 | $1.1B |
| Bank of Nova Scotia | 1.74% | Reduce -9.4% | 7,621,886 | $844.4M |
| Toronto Dominion Bank | 1.73% | Reduce -11.4% | 7,194,153 | $797.7M |
| 1832 Asset Management L.P. | 1.32% | Reduce -1.2% | 6,855,991 | $758.5M |
| JARISLOWSKY, FRASER Ltd | 4.05% | Reduce -2.3% | 6,400,179 | $707.8M |
| CIBC Asset Management Inc | 2.16% | Reduce -6.7% | 6,189,614 | $686.7M |
| Geode Capital Management, LLC | 0.05% | Add +19.1% | 5,842,134 | $655.7M |
| Beutel, Goodman & Co Ltd. | 3.63% | Reduce -3.4% | 5,767,972 | $637.9M |
| Goldman Sachs Group Inc. | 0.10% | Add +34.3% | 5,484,837 | $606.8M |
| Caisse de depot et placement du Quebec | 1.28% | No change | 5,419,567 | $599.4M |
| FMR LLC | 0.03% | Reduce -2.4% | 4,853,286 | $537.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 1.07% | Add +232.6% | 4,764,602 | $528.4M |
| Legal & General Group Plc | 0.12% | Add +0.4% | 4,348,743 | $481.0M |
| FIL Ltd | 0.39% | Reduce -19.8% | 4,162,167 | $461.3M |
| JPMorgan Chase & Co. | 0.03% | Add +4.0% | 4,096,926 | $453.2M |
| Fiera Capital Corp | 1.45% | Add +0.0% | 3,865,481 | $428.1M |
| Scotia Capital Inc. | 1.87% | Add +3.3% | 3,577,139 | $395.8M |
| Dimensional Fund Advisors LP | 0.09% | Reduce -0.3% | 3,552,162 | $393.0M |
| Canada Pension Plan Investment Board | 0.33% | Reduce -5.0% | 3,492,390 | $387.3M |
| Bank of America Corp. | 0.03% | Reduce -5.2% | 3,457,960 | $382.6M |
| Manufacturers Life Insurance Company, The | 0.33% | Reduce -44.9% | 3,349,980 | $369.3M |
| Federation des caisses Desjardins du Quebec | 1.53% | Reduce -2.3% | 3,144,916 | $347.9M |
| Morgan Stanley | 0.02% | Reduce -4.3% | 2,532,896 | $280.2M |
| TD Waterhouse Canada Inc. | 1.82% | Reduce -2.7% | 2,282,520 | $253.6M |
| Public Sector Pension Investment Board | 1.03% | Add +2986.2% | 2,170,118 | $240.0M |
| Guardian Capital LP | 8.15% | Add +0.9% | 2,083,207 | $230.4M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +3.7% | 2,013,217 | $222.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.77% | Add +2.2% | 1,974,163 | $218.9M |
| Letko, Brosseau & Associates Inc. | 3.83% | Reduce -0.9% | 1,809,299 | $200.1M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -0.2% | 1,582,582 | $175.1M |
| Alberta Investment Management Corp | 1.39% | Reduce -12.8% | 1,482,000 | $164.3M |
| D. E. Shaw & Co. | 0.16% | Add +223.1% | 1,396,228 | $154.8M |
| Newport Trust Company, LLC | 0.36% | Reduce -0.6% | 1,345,905 | $148.9M |
| Clearbridge Investments, LLC | 0.12% | Reduce -5.1% | 1,322,230 | $144.7M |
| Deutsche Bank AG | 0.05% | Add +16.4% | 1,257,042 | $139.1M |
| Mufg Securities (canada), LTD. | 4.13% | Add +10.4% | 1,227,479 | $135.8M |
| Federated Hermes, Inc. | 0.25% | Add +2.1% | 1,222,689 | $135.3M |
| Cardinal Capital Management, Inc. | 3.84% | Reduce -0.1% | 1,106,867 | $122.6M |
| Invesco Ltd. | 0.02% | Add +4.8% | 1,061,370 | $117.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +1.4% | 1,016,097 | $112.4M |
| Amundi | 0.04% | Add +40.2% | 983,846 | $110.3M |
| Addenda Capital Inc. | 3.64% | Reduce -3.1% | 671,184 | $101.3M |
| UBS Group AG | 0.02% | Add +18.1% | 833,208 | $92.2M |
| Aviso Financial Inc. | 4.03% | Reduce -22.5% | 806,945 | $89.4M |
| Bank of New York Mellon Corp | 0.02% | Add +2.5% | 765,073 | $84.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.48% | Add +18.3% | 739,598 | $82.0M |
| Picton Mahoney Asset Management | 1.12% | New | 716,881 | $79.1M |
| Agf Management Ltd. | 0.35% | Reduce -4.4% | 606,948 | $77.1M |
| Two Sigma Investments, LP | 0.13% | Add +35.0% | 626,346 | $69.3M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 4.36% | Add +7.9% | 607,701 | $67.4M |
| BlackRock, Inc. | 0.00% | Reduce -4.5% | 594,559 | $65.8M |
| Hillsdale Investment Management Inc. | 2.26% | Reduce -13.6% | 552,939 | $61.3M |
| Aviva PLC | 0.12% | Add +6.7% | 544,477 | $60.3M |
| Nuveen, LLC | 0.02% | Reduce -1.0% | 540,129 | $59.7M |
| Northern Trust Corp. | 0.01% | Reduce -8.0% | 525,348 | $58.1M |
| Korea Investment CORP | 0.13% | Add +12.2% | 515,064 | $57.0M |
| Bank of Nova Scotia Trust Co. | 5.55% | Add +0.8% | 510,282 | $56.5M |
| Value Partners Investments Inc. | 4.38% | Reduce -0.3% | 506,862 | $56.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.2% | 492,128 | $54.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.0% | 464,564 | $51.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.4% | 453,070 | $50.1M |
| CANADA LIFE ASSURANCE Co | 0.08% | Reduce -9.2% | 433,739 | $48.0M |
| State of Tennessee, Department of Treasury | 0.17% | No change | 418,739 | $46.3M |
| Qube Research & Technologies Ltd | 0.06% | Add +166.3% | 411,108 | $45.5M |
| HSBC Holdings PLC | 0.03% | Add +6.1% | 403,185 | $44.7M |
| Pictet Asset Management Holding SA | 0.05% | Add +1.0% | 402,737 | $44.5M |
| Van Eck Associates Corp. | 0.05% | Add +40.5% | 389,839 | $43.2M |
| LPL Financial LLC | 0.01% | Add +9.1% | 384,717 | $42.6M |
| First Trust Advisors LP | 0.03% | Reduce -13.9% | 370,818 | $41.0M |
| Acadian Asset Management LLC | 0.08% | Add +2974.2% | 368,900 | $40.8M |
| Citigroup Inc. | 0.03% | Add +58.6% | 367,683 | $40.7M |
| Guardian Partners Inc. | 3.50% | Reduce -1.9% | 343,237 | $38.9M |
| APG Asset Management N.V. | 0.11% | Add +2.4% | 406,500 | $38.3M |
| Franklin Resources Inc. | 0.01% | Reduce -1.4% | 334,046 | $37.0M |
| OMERS ADMINISTRATION Corp | 0.28% | Add +48.7% | 327,055 | $36.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +0.3% | 306,939 | $33.9M |
| Russell Investments Group, Ltd. | 0.04% | Add +16.7% | 303,168 | $33.5M |
| Jane Street Group, LLC | 0.05% | Add +69.2% | 271,989 | $30.1M |
| Stifel Financial Corp. | 0.03% | Add +0.9% | 244,760 | $27.1M |
| Forsta Ap-Fonden | 0.18% | Add +15.8% | 241,400 | $26.7M |
| Intact Investment Management Inc. | 0.87% | Reduce -20.4% | 231,550 | $25.7M |
| Rempart Asset Management Inc. | 4.69% | Reduce -1.4% | 220,625 | $24.4M |
| Renaissance Technologies | 0.03% | Add +355.6% | 205,895 | $22.8M |
| American Century Companies Inc. | 0.01% | Add +0.1% | 196,731 | $21.8M |
| Montrusco Bolton Investments Inc. | 0.24% | Reduce -20.0% | 193,890 | $21.4M |
| Neuberger Berman Group LLC | 0.02% | Add +50.5% | 191,843 | $21.2M |
| Cardinal Point Capital Management ULC | 1.60% | Reduce -0.5% | 182,403 | $20.2M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -64.9% | 171,290 | $18.9M |
| Canerector Inc. | 10.70% | No change | 125,000 | $18.9M |
| AXA S.A. | 0.05% | Add +50.1% | 168,961 | $18.7M |
| Northwest & Ethical Investments L.P. | 0.44% | Reduce -21.5% | 159,042 | $17.6M |
| Intech Investment Management LLC | 0.16% | Add +49.3% | 155,674 | $17.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.10% | Reduce -5.2% | 154,124 | $17.0M |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.