BANK OF MONTREAL BMO
$174.13
-1.9% 52w: $103.16 – $177.57
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data103.16140.37177.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
633
+20 QoQ
13F value
$44.40B
+2.9% QoQ
Smart-money holders
38
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.3×
$506.5M calls / $1.46B puts
Institutional value by quarter
Number of holders
Who owns BMO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | Bank broker | 52.6M | $7.12B | 1.4% | +5.0% |
| BANK OF MONTREAL /CAN/ | Bank broker | 28.0M | $3.79B | 1.6% | -0.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 20.3M | $2.75B | 0.1% | — |
| TD Asset Management Inc | Diversified mechanical | 19.1M | $2.58B | 2.1% | -1.5% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 13.2M | $1.79B | 3.1% | +5.1% |
| FIL Ltd | Other | 11.5M | $1.56B | 1.2% | +21.7% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 10.8M | $1.45B | 1.5% | -2.2% |
| 1832 Asset Management L.P. | Other | 9.6M | $1.30B | 1.7% | -7.8% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 8.6M | $1.16B | 1.4% | -7.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 7.3M | $1.02B | 0.1% | +4.0% |
| FMR LLC | Long only active | 7.3M | $987.8M | 0.1% | +10.5% |
| CIBC Asset Management Inc | Diversified mechanical | 6.8M | $920.5M | 2.2% | +8.7% |
| TD Waterhouse Canada Inc. | Diversified mechanical | 6.2M | $848.6M | 2.5% | +168.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 6.2M | $845.2M | 0.5% | -1.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 6.2M | $844.6M | 0.2% | — |
| TORONTO DOMINION BANK | Bank broker | 6.2M | $839.5M | 1.6% | -4.7% |
| Caisse de depot et placement du Quebec | Other | 5.4M | $731.7M | 1.2% | Held |
| BANK OF NOVA SCOTIA | Bank broker | 5.0M | $681.5M | 1.2% | -15.6% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 5.0M | $675.1M | 0.4% | — |
| Legal & General Group Plc | Diversified mechanical | 4.6M | $621.5M | 0.1% | +1.2% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 4.0M | $536.9M | 1.9% | +18.4% |
| JPMORGAN CHASE & CO | Bank broker | 3.8M | $502.0M | 0.0% | +15.7% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 3.7M | $499.2M | 0.1% | +2.8% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 3.5M | $473.3M | 0.8% | +7.0% |
| Fiera Capital Corp | Other | 3.5M | $471.4M | 1.6% | -12.4% |
| SCOTIA CAPITAL INC. | Other | 3.5M | $466.0M | 1.9% | -3.2% |
| Beutel, Goodman & Co Ltd. | Other | 3.1M | $418.8M | 2.8% | -37.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 2.6M | $350.4M | 0.0% | +38.9% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 2.4M | $329.5M | 0.3% | -13.2% |
| MORGAN STANLEY | Bank broker | 2.2M | $298.2M | 0.0% | -42.3% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 2.1M | $283.2M | 0.7% | +1.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.0M | $270.6M | 0.0% | +1.8% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 1.4M | $253.5M | 0.1% | -11.2% |
| Invesco Ltd. | Index provider | 1.7M | $230.9M | 0.0% | +8.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.6M | $220.8M | 0.0% | -32.1% |
| BARCLAYS PLC | Bank broker | 1.6M | $213.8M | 0.1% | +5376.4% |
| LETKO, BROSSEAU & ASSOCIATES INC ★2 | Fundamental diversified | 1.6M | $213.3M | 3.4% | -5.6% |
| VANGUARD ASSET MANAGEMENT, Ltd | Diversified mechanical | 1.4M | $193.7M | 0.2% | — |
| DEUTSCHE BANK AG\ | Bank broker | 1.3M | $176.3M | 0.1% | -10.2% |
| Newport Trust Company, LLC ★2 | Fundamental diversified | 1.3M | $175.6M | 0.4% | -1.4% |
| OMERS ADMINISTRATION Corp | Other | 1.2M | $164.8M | 1.1% | -1.9% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 1.2M | $161.4M | 0.2% | -0.6% |
| Clearbridge Investments, LLC | Other | 1.1M | $152.0M | 0.1% | -4.5% |
| Amundi | Diversified mechanical | 1.1M | $151.7M | 0.0% | -14.3% |
| Public Sector Pension Investment Board | Pension sovereign | 1.1M | $151.1M | 0.5% | +185.0% |
| MUFG SECURITIES (CANADA), LTD. ★3 | Fundamental concentrated | 1.0M | $141.6M | 4.1% | -3.3% |
| Cardinal Capital Management, Inc. ★2 | Fundamental diversified | 1.0M | $135.6M | 3.7% | +1.6% |
| Aviso Financial Inc. | Other | 999.3K | $135.2M | 4.8% | -2.3% |
| Addenda Capital Inc. ★2 | Fundamental diversified | 674.1K | $127.0M | 3.6% | -7.1% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Other | 887.6K | $120.3M | 0.7% | -5.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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