Bank of MontrealBMO
13F holders, Q1 2026 (March 31)637holders +20
63new positions
46sold out
5famous investors
$135.60avg. 13F price*
At the end of Q1 2026, 637 institutions reported holding Bank of Montreal (BMO) in their 13F filings, up 20 from Q4 2025. 63 opened new positions and 46 sold out. The largest holders were Royal Bank of Canada ($7.1B), Bank of Montreal ($3.8B) and Vanguard Capital Management LLC ($2.7B). 5 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Bank of Montreal
- Filed as
- BANK MONTREAL MEDIUM (Q1 2026)
- CUSIP
- 063671101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $117.1M |
| Exits | 46 | $91.7M |
All 13F filers, Q4 2025 → Q1 2026: 19,295,213 shares bought and 14,739,633 shares sold, net +4,555,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 637 holders
| Royal Bank of Canada | 1.35% | Add +5.0% | 52,598,042 | $7.1B |
| Bank of Montreal | 1.57% | Reduce -0.6% | 27,997,338 | $3.8B |
| Vanguard Capital Management LLC | 0.07% | — | 20,280,840 | $2.7B |
| TD Asset Management Inc | 2.09% | Reduce -1.5% | 19,086,601 | $2.6B |
| Cibc World Market Inc. | 3.14% | Add +5.0% | 13,185,798 | $1.8B |
| FIL Ltd | 1.21% | Add +21.7% | 11,494,233 | $1.6B |
| National Bank of Canada | 1.49% | Reduce -2.2% | 10,760,298 | $1.5B |
| 1832 Asset Management L.P. | 1.72% | Reduce -7.8% | 9,599,929 | $1.3B |
| Mackenzie Financial Corp. | 1.39% | Reduce -7.7% | 8,582,188 | $1.2B |
| Geode Capital Management, LLC | 0.06% | Add +4.0% | 7,312,069 | $1.0B |
| FMR LLC | 0.05% | Add +10.5% | 7,293,193 | $987.8M |
| CIBC Asset Management Inc | 2.25% | Add +8.7% | 6,780,318 | $920.5M |
| TD Waterhouse Canada Inc. | 2.52% | Add +168.8% | 6,227,516 | $848.6M |
| Canada Pension Plan Investment Board | 0.55% | Reduce -1.4% | 6,238,876 | $845.2M |
| Vanguard Fiduciary Trust Co. | 0.21% | — | 6,235,690 | $844.6M |
| Toronto Dominion Bank | 1.63% | Reduce -4.7% | 6,197,393 | $839.5M |
| Caisse de depot et placement du Quebec | 1.17% | No change | 5,419,567 | $731.7M |
| Bank of Nova Scotia | 1.20% | Reduce -15.6% | 5,032,483 | $681.5M |
| Vanguard Global Advisers, LLC | 0.36% | — | 4,984,278 | $675.1M |
| Legal & General Group Plc | 0.14% | Add +1.2% | 4,603,151 | $621.5M |
| Federation des caisses Desjardins du Quebec | 1.93% | Add +18.4% | 3,998,880 | $536.9M |
| JPMorgan Chase & Co. | 0.03% | Add +15.7% | 3,815,570 | $502.0M |
| Dimensional Fund Advisors LP | 0.10% | Add +2.8% | 3,688,644 | $499.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.79% | Add +7.0% | 3,495,672 | $473.3M |
| Fiera Capital Corp | 1.61% | Reduce -12.4% | 3,486,620 | $471.4M |
| Scotia Capital Inc. | 1.92% | Reduce -3.3% | 3,461,718 | $466.0M |
| Beutel, Goodman & Co Ltd. | 2.84% | Reduce -37.9% | 3,101,868 | $418.8M |
| Goldman Sachs Group Inc. | 0.05% | Add +38.9% | 2,588,821 | $350.4M |
| Manufacturers Life Insurance Company, The | 0.29% | Reduce -13.2% | 2,434,845 | $329.5M |
| Morgan Stanley | 0.02% | Reduce -42.3% | 2,203,613 | $298.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.65% | Add +1.0% | 2,090,424 | $283.2M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +1.8% | 2,003,979 | $270.6M |
| Massachusetts Financial Services Co. | 0.09% | Reduce -11.2% | 1,351,314 | $253.5M |
| Invesco Ltd. | 0.02% | Add +8.3% | 1,706,284 | $230.9M |
| Bank of America Corp. | 0.02% | Reduce -32.1% | 1,631,276 | $220.8M |
| Barclays PLC | 0.08% | Add +5376.4% | 1,579,728 | $213.8M |
| Letko, Brosseau & Associates Inc. | 3.44% | Reduce -5.6% | 1,580,030 | $213.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.17% | — | 1,430,284 | $193.7M |
| Deutsche Bank AG | 0.06% | Reduce -10.2% | 1,302,564 | $176.3M |
| Newport Trust Company, LLC | 0.43% | Reduce -1.4% | 1,297,365 | $175.6M |
| OMERS ADMINISTRATION Corp | 1.06% | Reduce -1.9% | 1,220,655 | $164.8M |
| Acadian Asset Management LLC | 0.23% | Reduce -0.6% | 1,195,281 | $161.4M |
| Clearbridge Investments, LLC | 0.13% | Reduce -4.5% | 1,132,160 | $152.0M |
| Amundi | 0.04% | Reduce -14.3% | 1,105,043 | $151.7M |
| Public Sector Pension Investment Board | 0.47% | Add +185.0% | 1,115,513 | $151.1M |
| Mufg Securities (canada), LTD. | 4.07% | Reduce -3.3% | 1,047,567 | $141.6M |
| Cardinal Capital Management, Inc. | 3.65% | Add +1.6% | 1,004,527 | $135.6M |
| Aviso Financial Inc. | 4.80% | Reduce -2.3% | 999,301 | $135.2M |
| Addenda Capital Inc. | 3.58% | Reduce -7.1% | 674,068 | $127.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.71% | Reduce -5.2% | 887,637 | $120.3M |
| Alberta Investment Management Corp | 0.78% | Reduce -15.8% | 842,168 | $114.1M |
| Van Eck Associates Corp. | 0.08% | Add +33.7% | 828,183 | $112.1M |
| UBS Group AG | 0.02% | Add +57.6% | 817,006 | $110.6M |
| BlackRock, Inc. | 0.00% | Add +11.5% | 718,490 | $97.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.9% | 710,262 | $96.1M |
| Guardian Capital LP | 2.43% | Reduce -0.0% | 680,673 | $91.9M |
| BCV Asset Management Inc. | 3.04% | Add +0.1% | 655,741 | $88.5M |
| Aviva PLC | 0.14% | Add +2.8% | 627,242 | $84.7M |
| Federated Hermes, Inc. | 0.13% | Reduce -30.2% | 604,552 | $81.8M |
| Scheer, Rowlett & Associates Investment Management Ltd. | 5.81% | Add +28.3% | 596,325 | $80.8M |
| Northern Trust Corp. | 0.01% | Add +3.5% | 564,957 | $76.5M |
| Hillsdale Investment Management Inc. | 2.00% | Add +13.7% | 543,809 | $73.6M |
| Agf Management Ltd. | 0.33% | Reduce -29.6% | 448,932 | $72.4M |
| Zurich Insurance Group Ltd | 0.57% | New | 533,308 | $72.0M |
| Nuveen, LLC | 0.02% | Reduce -0.7% | 529,838 | $71.5M |
| Bank of Nova Scotia Trust Co. | 5.76% | Reduce -3.0% | 496,009 | $67.1M |
| Value Partners Investments Inc. | 4.54% | Reduce -5.3% | 440,552 | $59.6M |
| AQR Capital Management | 0.03% | Add +57.3% | 434,208 | $58.3M |
| Citigroup Inc. | 0.04% | Reduce -19.9% | 423,209 | $57.1M |
| State of Tennessee, Department of Treasury | 0.18% | Add +0.7% | 402,401 | $54.3M |
| Intact Investment Management Inc. | 1.50% | Add +83.5% | 389,505 | $52.7M |
| Korea Investment CORP | 0.11% | Reduce -20.1% | 390,255 | $52.7M |
| Delaney Capital Management Ltd. | 8.39% | Add +0.3% | 386,109 | $52.2M |
| Pictet Asset Management Holding SA | 0.05% | Reduce -5.6% | 379,414 | $51.2M |
| Guardian Partners Inc. | 4.16% | Reduce -1.0% | 368,162 | $49.9M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +2.3% | 365,098 | $49.2M |
| Vanguard Investments Australia, Ltd. | 0.14% | — | 352,123 | $47.7M |
| Franklin Resources Inc. | 0.01% | Add +8.7% | 344,903 | $46.7M |
| American Century Companies Inc. | 0.02% | Add +22.0% | 342,798 | $46.4M |
| Russell Investments Group, Ltd. | 0.05% | Add +5.7% | 336,837 | $45.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -15.2% | 324,227 | $43.9M |
| APG Asset Management N.V. | 0.14% | Add +0.1% | 369,439 | $43.3M |
| Purpose Unlimited Inc. | 1.80% | Add +5.8% | 318,347 | $43.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.09% | Add +3.2% | 309,417 | $41.8M |
| D. E. Shaw & Co. | 0.03% | Reduce -78.9% | 302,103 | $40.9M |
| Wells Fargo & Company | 0.01% | Reduce -20.6% | 290,295 | $39.3M |
| LPL Financial LLC | 0.01% | Reduce -14.6% | 289,549 | $39.2M |
| First Trust Advisors LP | 0.03% | Reduce -5.5% | 272,416 | $36.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -18.3% | 270,468 | $36.6M |
| State of Wisconsin Investment Board | 0.08% | Reduce -4.4% | 248,353 | $33.5M |
| Candriam S.C.A. | 0.17% | Add +16.5% | 244,022 | $32.9M |
| Millennium Management | 0.03% | Reduce -3.9% | 241,982 | $32.7M |
| Picton Mahoney Asset Management | 0.34% | Add +1732.7% | 237,936 | $32.2M |
| Capital Wealth Planning, LLC | 0.17% | Add +142.1% | 234,353 | $31.7M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -39.2% | 213,430 | $28.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.03% | Add +90.8% | 210,007 | $28.4M |
| Montrusco Bolton Investments Inc. | 0.42% | Reduce -1.7% | 204,967 | $27.7M |
| Neuberger Berman Group LLC | 0.02% | Reduce -2.7% | 206,387 | $27.5M |
| Investment Management Corp of Ontario | 0.35% | Add +7.7% | 199,768 | $27.0M |
| Rempart Asset Management Inc. | 5.45% | Reduce -7.6% | 191,899 | $25.9M |
"% of holder's portfolio" is BMO's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.