Bank Of Montreal BMO Institutional Ownership

NYSE BMO

$170.04 +2.57 (+1.53%)

As of: Oct 21, 2026 · 11:41 AM EDT

Institutions by Trading Activity

656 Institutions

Increased 304 46.3%

Unchanged 141 21.5%

Reduced 211 32.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

46.47%

▲+1.04 pp QoQ

Shares Held by Institutions

335.49Mn

of 721.93Mn outstanding

▲+2.28% QoQ

Shares Outstanding

721.93Mn

386.43Mn held outside 13F filers

Institutional Investors

656

filed 13F for Jun 2026

▲+19 vs prior quarter

Net Shares Added (QoQ)

+7.48Mn

accumulated since last quarter

Value of Holdings

$55.71Bn

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

Updated Oct 11, 2026

Bank of Montreal (NYSE:BMO) appeared in the 13F filings of 656 institutional investors for the quarter ended June 30, 2026.

These investors held 46.47% of outstanding shares in Q2 2026, up from 45.44% the quarter before.
Total shares held in Bank of Montreal rose 2.28% versus Q1 2026, while the number of holders rose 16.11% versus Q2 2025.
Of the 656 holders, 304 added to their positions, 211 reduced their stakes and 141 left their positions unchanged in Q2 2026.
The aggregate institutional position in Bank of Montreal was 335.49Mn shares at the end of Q2 2026, up 7.48Mn from the prior quarter and down 11.7Mn from a year earlier.
As of June 30, 2026, Royal Bank of Canada held the largest stake in Bank of Montreal with 52.17Mn shares, or 7.23% of shares outstanding.
The largest position increases in BMO for Q2 2026 were by FMR LLC (+2.23Mn shares), Connor, Clark & Lunn Investment Management Ltd. (+1.75Mn shares), Bessemer Group Inc (+1.43Mn shares), Canada Pension Plan Investment Board (+1.02Mn shares) and FIL Ltd (+834.86K shares).
The biggest cuts to BMO positions during Q2 2026 came from TD Asset Management Inc (-3.85Mn shares), Bank of America Corp (-1.04Mn shares), Van Eck Associates Corp (-785.68K shares), CIBC World Market Inc. (-774.88K shares) and JPMorgan Chase & Co (-670.06K shares).
Per Business Quant data, the 10 largest holders of Bank of Montreal at the end of Q2 2026 were Royal Bank of Canada (52.17Mn shares), Bank of Montreal (28.13Mn shares), Vanguard Capital Management LLC (20.48Mn shares), TD Asset Management Inc (15.23Mn shares), CIBC World Market Inc. (12.41Mn shares), FIL Ltd (12.33Mn shares), National Bank of Canada (10.41Mn shares), FMR LLC (9.53Mn shares), 1832 Asset Management L.P. (9.3Mn shares) and Norges Bank (8.8Mn shares).

Form 13F Holdings

657 Institutional Holders

Report period 30 Jun, 2026

Total shares held 335.49Mn

Of outstanding 46.47%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Royal Bank Of Canada	0001000275	52,167,653	7.23%	▼430,389	-0.82%	$9.22Bn
2	Bank Of Montreal /Can/	0000927971	28,128,121	3.90%	▲130,783	+0.47%	$4.97Bn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	20,475,602	2.84%	▲194,762	+0.96%	$3.62Bn
4	TD ASSET MANAGEMENT INC	0001056053	15,233,725	2.11%	▼3,852,876	-20.19%	$2.69Bn
5	CIBC WORLD MARKET INC.	0001421224	12,410,915	1.72%	▼774,883	-5.88%	$2.19Bn
6	FIL Ltd	0000318989	12,329,093	1.71%	▲834,860	+7.26%	$2.18Bn
7	NATIONAL BANK OF CANADA /FI/	0000926171	10,405,423	1.44%	▼354,875	-3.30%	$1.84Bn
8	FMR LLC	0000315066	9,527,449	1.32%	▲2,234,256	+30.63%	$1.68Bn
9	1832 Asset Management L.P.	0000944388	9,303,809	1.29%	▼296,120	-3.08%	$1.64Bn
10	NORGES BANK	0001374170	8,796,707	1.22%	▲8,796,707	0.00%	$1.55Bn
11	MACKENZIE FINANCIAL CORP	0000919859	8,547,687	1.18%	▼34,501	-0.40%	$2.14Bn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	7,973,622	1.10%	▲661,553	+9.05%	$1.46Bn
13	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	7,256,202	1.01%	▲1,017,326	+16.31%	$1.28Bn
14	CIBC Asset Management Inc	0001021926	6,747,985	0.93%	▼32,333	-0.48%	$1.20Bn
15	TD Waterhouse Canada Inc.	0001999606	6,350,903	0.88%	▲123,387	+1.98%	$1.13Bn
16	VANGUARD FIDUCIARY TRUST CO	0000933478	6,264,886	0.87%	▲29,196	+0.47%	$1.11Bn
17	Toronto Dominion Bank	0000947263	5,632,710	0.78%	▼564,683	-9.11%	$994.54Mn
18	Vanguard Global Advisers, LLC	0001811242	5,426,252	0.75%	▲441,974	+8.87%	$959.07Mn
19	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0000898286	5,419,567	0.75%	0	0.00%	$957.55Mn
20	Bank Of Nova Scotia	0000009631	5,205,604	0.72%	▲173,121	+3.44%	$920.00Mn

Showing 1 to 20 of 657 holders