Bank of MontrealBMO
13F holders, Q3 2025 (September 30)578holders +13
72new positions
51sold out
6famous investors
$130.51avg. 13F price*
At the end of Q3 2025, 578 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 13 from Q2 2025. 72 opened new positions and 51 sold out. The largest holders were Royal Bank of Canada ($8.5B), Vanguard Group Inc. ($4.2B) and Bank of Montreal ($3.7B). 6 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Jeremy Grantham (0.1% 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 (Q3 2025)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $123.8M |
| Exits | 51 | $75.1M |
All 13F filers, Q2 2025 → Q3 2025: 21,346,413 shares bought and 18,211,787 shares sold, net +3,134,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 578 holders
| Royal Bank of Canada | 1.52% | Reduce -0.0% | 65,465,513 | $8.5B |
| Vanguard Group Inc. | 0.06% | Add +0.5% | 32,343,957 | $4.2B |
| Bank of Montreal | 1.59% | Add +0.4% | 28,501,393 | $3.7B |
| TD Asset Management Inc | 2.02% | Add +10.3% | 19,079,026 | $2.5B |
| Cibc World Market Inc. | 3.36% | Reduce -8.2% | 12,444,855 | $1.6B |
| National Bank of Canada | 1.65% | Add +9.2% | 11,252,157 | $1.5B |
| Mackenzie Financial Corp. | 1.50% | Reduce -5.3% | 9,516,315 | $1.2B |
| FIL Ltd | 0.84% | Add +97.0% | 8,199,662 | $1.1B |
| FMR LLC | 0.06% | Add +66.9% | 8,098,672 | $1.1B |
| CIBC Asset Management Inc | 2.75% | Add +17.3% | 7,260,160 | $949.4M |
| Geode Capital Management, LLC | 0.06% | Add +12.8% | 6,587,407 | $873.5M |
| Bank of Nova Scotia | 1.48% | Reduce -16.4% | 6,373,601 | $830.6M |
| 1832 Asset Management L.P. | 1.40% | Reduce -7.6% | 6,336,500 | $825.3M |
| Toronto Dominion Bank | 1.56% | Reduce -15.2% | 6,100,964 | $794.7M |
| JARISLOWSKY, FRASER Ltd | 4.18% | Reduce -8.8% | 5,833,830 | $760.4M |
| Caisse de depot et placement du Quebec | 1.27% | No change | 5,419,567 | $706.4M |
| Beutel, Goodman & Co Ltd. | 4.23% | Reduce -6.6% | 5,387,726 | $702.2M |
| Legal & General Group Plc | 0.13% | Add +4.1% | 4,525,666 | $589.9M |
| JPMorgan Chase & Co. | 0.03% | Reduce -1.5% | 4,034,186 | $525.5M |
| Fiera Capital Corp | 1.67% | Add +2.6% | 3,967,220 | $516.3M |
| Canada Pension Plan Investment Board | 0.35% | Add +10.3% | 3,850,593 | $501.7M |
| Dimensional Fund Advisors LP | 0.10% | Add +0.1% | 3,557,466 | $463.4M |
| Scotia Capital Inc. | 1.97% | Reduce -0.1% | 3,571,761 | $462.7M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -37.2% | 3,444,760 | $448.7M |
| Federation des caisses Desjardins du Quebec | 1.75% | Add +9.0% | 3,428,018 | $444.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.79% | Reduce -31.3% | 3,272,634 | $426.4M |
| Bank of America Corp. | 0.03% | Reduce -9.5% | 3,128,655 | $407.5M |
| Acadian Asset Management LLC | 0.68% | Add +711.0% | 2,991,670 | $389.9M |
| Manufacturers Life Insurance Company, The | 0.32% | Reduce -12.8% | 2,921,827 | $380.8M |
| TD Waterhouse Canada Inc. | 2.01% | Add +4.1% | 2,376,897 | $308.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.94% | Add +15.5% | 2,279,855 | $297.0M |
| Morgan Stanley | 0.02% | Reduce -13.6% | 2,189,088 | $285.1M |
| UBS Group AG | 0.05% | Add +155.3% | 2,127,377 | $277.1M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -3.0% | 1,952,257 | $254.4M |
| Letko, Brosseau & Associates Inc. | 3.97% | Reduce -1.9% | 1,774,869 | $231.3M |
| Guardian Capital LP | 7.23% | Reduce -17.6% | 1,717,242 | $223.8M |
| Invesco Ltd. | 0.03% | Add +51.4% | 1,606,369 | $209.2M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -3.6% | 1,525,417 | $198.7M |
| Deutsche Bank AG | 0.06% | Add +9.4% | 1,375,445 | $179.2M |
| Newport Trust Company, LLC | 0.39% | Reduce -1.8% | 1,321,915 | $172.2M |
| Clearbridge Investments, LLC | 0.13% | Reduce -1.9% | 1,296,450 | $168.9M |
| Federated Hermes, Inc. | 0.27% | Reduce -2.8% | 1,189,093 | $154.9M |
| Mufg Securities (canada), LTD. | 4.32% | Reduce -3.4% | 1,185,390 | $154.4M |
| D. E. Shaw & Co. | 0.13% | Reduce -18.7% | 1,135,007 | $147.9M |
| OMERS ADMINISTRATION Corp | 1.06% | Add +246.4% | 1,132,955 | $147.7M |
| Cardinal Capital Management, Inc. | 4.17% | Add +0.1% | 1,107,992 | $144.5M |
| Alberta Investment Management Corp | 1.17% | Reduce -25.2% | 1,108,500 | $144.4M |
| Addenda Capital Inc. | 3.94% | Add +9.4% | 734,616 | $133.2M |
| Aviso Financial Inc. | 5.31% | Add +24.2% | 1,002,099 | $130.6M |
| Amundi | 0.04% | Reduce -1.5% | 969,304 | $127.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.1% | 756,500 | $98.5M |
| BlackRock, Inc. | 0.00% | Add +7.8% | 641,181 | $83.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.46% | Reduce -16.0% | 621,167 | $80.9M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 4.62% | Reduce -2.2% | 594,303 | $77.4M |
| Aviva PLC | 0.14% | Add +6.3% | 578,699 | $75.3M |
| Northern Trust Corp. | 0.01% | Add +3.5% | 543,750 | $70.8M |
| Nuveen, LLC | 0.02% | Reduce -1.0% | 534,625 | $69.7M |
| Hillsdale Investment Management Inc. | 2.07% | Reduce -5.0% | 525,022 | $68.4M |
| Value Partners Investments Inc. | 5.44% | Add +0.9% | 511,321 | $66.6M |
| Bank of Nova Scotia Trust Co. | 6.12% | Reduce -0.9% | 505,499 | $65.8M |
| Citigroup Inc. | 0.05% | Add +36.6% | 502,382 | $65.5M |
| HSBC Holdings PLC | 0.04% | Add +23.9% | 499,622 | $65.1M |
| Raymond James Financial Inc. | 0.02% | Add +0.2% | 492,948 | $64.2M |
| Nearwater Capital Markets, Ltd | 0.84% | New | 485,000 | $63.2M |
| Van Eck Associates Corp. | 0.06% | Add +22.8% | 478,751 | $62.3M |
| Wells Fargo & Company | 0.01% | Add +1.1% | 469,891 | $61.2M |
| Agf Management Ltd. | 0.27% | Reduce -40.3% | 362,640 | $59.6M |
| CANADA LIFE ASSURANCE Co | 0.08% | Add +1.6% | 440,554 | $57.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.3% | 433,452 | $56.5M |
| State of Tennessee, Department of Treasury | 0.18% | Reduce -0.2% | 417,739 | $54.4M |
| Korea Investment CORP | 0.11% | Reduce -19.9% | 412,512 | $53.8M |
| Picton Mahoney Asset Management | 0.68% | Reduce -43.4% | 405,969 | $52.9M |
| LPL Financial LLC | 0.02% | Add +3.3% | 397,527 | $51.8M |
| Pictet Asset Management Holding SA | 0.05% | Reduce -1.5% | 396,783 | $51.7M |
| Russell Investments Group, Ltd. | 0.05% | Add +22.2% | 370,391 | $48.2M |
| Public Sector Pension Investment Board | 0.17% | Reduce -83.2% | 363,878 | $47.4M |
| APG Asset Management N.V. | 0.13% | Add +0.7% | 409,300 | $45.4M |
| Guardian Partners Inc. | 3.75% | Reduce -1.3% | 338,734 | $44.3M |
| First Trust Advisors LP | 0.03% | Reduce -19.0% | 300,395 | $39.1M |
| Franklin Resources Inc. | 0.01% | Reduce -10.5% | 299,029 | $38.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.09% | Reduce -5.1% | 291,184 | $38.0M |
| Renaissance Technologies | 0.04% | Add +20.4% | 247,795 | $32.3M |
| American Century Companies Inc. | 0.02% | Add +23.8% | 243,615 | $31.7M |
| Montrusco Bolton Investments Inc. | 0.34% | Add +17.1% | 227,141 | $29.6M |
| Rempart Asset Management Inc. | 5.35% | Add +0.5% | 221,770 | $28.9M |
| Intact Investment Management Inc. | 0.86% | Reduce -6.2% | 217,230 | $28.3M |
| Forsta Ap-Fonden | 0.17% | Reduce -11.1% | 214,600 | $28.0M |
| Neuberger Berman Group LLC | 0.02% | Reduce -3.3% | 185,565 | $24.2M |
| Candriam S.C.A. | 0.12% | Add +2553.4% | 180,563 | $23.5M |
| Cardinal Point Capital Management ULC | 1.62% | Reduce -2.7% | 177,447 | $23.1M |
| Canerector Inc. | 11.57% | No change | 125,000 | $22.7M |
| GMO | 0.06% | Add +29.0% | 164,806 | $21.5M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.11% | Add +5.3% | 162,321 | $21.2M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +4.8% | 159,657 | $20.8M |
| Two Sigma Investments, LP | 0.03% | Reduce -75.3% | 154,440 | $20.1M |
| Varma Mutual Pension Insurance Co | 0.12% | Add +8.7% | 149,129 | $19.4M |
| AXA Investment Managers S.A. | 0.05% | — | 147,667 | $19.2M |
| Stifel Financial Corp. | 0.02% | Reduce -39.7% | 147,642 | $19.2M |
| DekaBank Deutsche Girozentrale | 0.03% | No change | 144,747 | $18.7M |
| Northwest & Ethical Investments L.P. | 0.44% | Reduce -10.6% | 142,169 | $18.5M |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.