Bank Of Montreal BMO Institutional Ownership

NYSE BMO

$169.58 -1.57 (-0.92%)

As of: Sep 29, 2026 · 3:59 PM EDT

Institutions by Trading Activity

658 Institutions

Increased 305 46.4%

Unchanged 142 21.6%

Reduced 211 32.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

23,380.15%

▲+662.04 pp QoQ

Shares Held by Institutions

337.57Mn

of 1.44Mn outstanding

▲+3.23% QoQ

Shares Outstanding

1.44Mn

-336.13Mn held outside 13F filers

Institutional Investors

658

filed 13F for Jun 2026

▲+19 vs prior quarter

Net Shares Added (QoQ)

+10.56Mn

accumulated since last quarter

Value of Holdings

$57.79Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Bank Of Montreal /Can/ (NYSE:BMO) is held by 658 institutional investors per 13F filings through June 2026.

These investors collectively held 23380.1% of Bank Of Montreal's outstanding shares in June 2026, up from 22718.1% in March 2026.
They increased total shares held in BMO by 3.23% quarter over quarter, and investors in Bank Of Montreal increased 16.05% from a year ago.
During the quarter, 305 of these 658 funds increased positions in BMO, 211 reduced exposure, and 142 held steady.
The aggregate institutional position in Bank Of Montreal amounted to 337.57Mn shares as of June 2026, up by 10.56Mn shares quarter on quarter, and down 9.62Mn shares year over year.
Royal Bank Of Canada holds the largest position in BMO at 52.17Mn shares as of June 30, 2026, or 3613.09% of shares outstanding.
Leading buyers of Bank Of Montreal shares for the quarter ending June 2026 were NORGES BANK (8.8Mn), FMR LLC (2.23Mn), Sixth Street Partners Management Company, L.P. (2.08Mn), Connor, Clark & Lunn Investment Management Ltd. (1.75Mn), BESSEMER GROUP INC (1.43Mn).
The biggest sellers of Bank Of Montreal for the quarter ending June 2026 included TD ASSET MANAGEMENT INC (3.85Mn), Bank Of America Corp /De/ (1.04Mn), VAN ECK ASSOCIATES CORP (785.68K), CIBC WORLD MARKET INC. (774.88K), Jpmorgan Chase & Co (670.06K).
Per Business Quant, the top 10 investors in BMO for the quarter ending June 2026 include Royal Bank Of Canada (52.17Mn), Bank Of Montreal /Can/ (28.13Mn), VANGUARD CAPITAL MANAGEMENT LLC (20.48Mn), TD ASSET MANAGEMENT INC (15.23Mn), CIBC WORLD MARKET INC. (12.41Mn), FIL Ltd (12.33Mn), NATIONAL BANK OF CANADA /FI/ (10.41Mn), FMR LLC (9.53Mn), 1832 Asset Management L.P. (9.3Mn), NORGES BANK (8.8Mn).

Form 13F Holdings

658 Institutional Holders

Report period 30 Jun, 2026

Total shares held 337.57Mn

Of outstanding 23,380.15%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Royal Bank Of Canada	0001000275	52,167,653	3,613.09%	▼430,389	-0.82%	$9.22Bn
2	Bank Of Montreal /Can/	0000927971	28,128,121	1,948.13%	▲130,783	+0.47%	$4.97Bn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	20,475,602	1,418.12%	▲194,762	+0.96%	$3.62Bn
4	TD ASSET MANAGEMENT INC	0001056053	15,233,725	1,055.08%	▼3,852,876	-20.19%	$2.69Bn
5	CIBC WORLD MARKET INC.	0001421224	12,410,915	859.57%	▼774,883	-5.88%	$2.19Bn
6	FIL Ltd	0000318989	12,329,093	853.90%	▲834,860	+7.26%	$2.18Bn
7	NATIONAL BANK OF CANADA /FI/	0000926171	10,405,423	720.67%	▼354,875	-3.30%	$1.84Bn
8	FMR LLC	0000315066	9,527,449	659.86%	▲2,234,256	+30.63%	$1.68Bn
9	1832 Asset Management L.P.	0000944388	9,303,809	644.37%	▼296,120	-3.08%	$1.64Bn
10	NORGES BANK	0001374170	8,796,707	609.25%	▲8,796,707	0.00%	$1.55Bn
11	MACKENZIE FINANCIAL CORP	0000919859	8,547,687	592.01%	▼34,501	-0.40%	$2.14Bn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	7,973,622	552.25%	▲661,553	+9.05%	$1.46Bn
13	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	7,256,202	502.56%	▲1,017,326	+16.31%	$1.28Bn
14	CIBC Asset Management Inc	0001021926	6,747,985	467.36%	▼32,333	-0.48%	$1.20Bn
15	TD Waterhouse Canada Inc.	0001999606	6,350,903	439.86%	▲123,387	+1.98%	$1.13Bn
16	VANGUARD FIDUCIARY TRUST CO	0000933478	6,264,886	433.90%	▲29,196	+0.47%	$1.11Bn
17	Toronto Dominion Bank	0000947263	5,632,710	390.12%	▼564,683	-9.11%	$994.54Mn
18	Vanguard Global Advisers, LLC	0001811242	5,426,252	375.82%	▲441,974	+8.87%	$959.07Mn
19	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0000898286	5,419,567	375.35%	0	0.00%	$957.55Mn
20	Bank Of Nova Scotia	0000009631	5,205,604	360.54%	▲173,121	+3.44%	$920.00Mn

Showing 1 to 20 of 658 holders