BANK OF MONTREAL /CAN/ (BMO) — Institutional Holders, Q2 2026

659 institutional investment managers reported a BMO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $60.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← BMO stock profile

BMO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

215

Trimmed

214

Sold out

Biggest buyers

FMRAdded · +2,234,256 sh+$394.8M
Connor, Clark & Lunn Investment Management Ltd.Added · +1,749,052 sh+$309.1M
BESSEMER GROUPAdded · +1,427,492 sh+$252.2M
CANADA PENSION PLAN INVESTMENT BOARDAdded · +1,017,326 sh+$179.8M
FIL LtdAdded · +834,860 sh+$147.5M

Biggest sellers

TD ASSET MANAGEMENTTrimmed · -3,852,876 sh-$680.8M
BANK OF AMERICATrimmed · -1,042,643 sh-$184.2M
VAN ECK ASSOCIATESTrimmed · -785,678 sh-$138.8M
CIBC WORLD MARKETTrimmed · -774,883 sh-$136.9M
JPMORGAN CHASETrimmed · -670,061 sh-$118.4M

BMO 13F holders ranked 1–100 of 659

Institutional investors reporting a position in BANK OF MONTREAL /CAN/ on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	ROYAL BANK OF CANADA#1 · 52,167,653 sh	52,167,653	$9.2B	1.37%	-0.8%
2	BANK OF MONTREAL#2 · 28,128,121 sh	28,128,121	$5.0B	1.64%	+0.5%
3	VANGUARD CAPITAL MANAGEMENT#3 · 20,475,602 sh	20,475,602	$3.6B	0.08%	+1.0%
4	TD ASSET MANAGEMENT#4 · 15,233,725 sh	15,233,725	$2.7B	2.33%	-20.2%
5	CIBC WORLD MARKET#5 · 12,410,915 sh	12,410,915	$2.2B	3.52%	-5.9%
6	FIL Ltd#6 · 12,329,093 sh	12,329,093	$2.2B	1.56%	+7.3%
7	MACKENZIE FINANCIAL#7 · 8,547,687 sh	8,547,687	$2.1B	2.12%	-0.4%
8	NATIONAL BANK OF CANADA#8 · 10,405,423 sh	10,405,423	$1.8B	1.31%	-3.3%
9	FMR#9 · 9,527,449 sh	9,527,449	$1.7B	0.07%	+30.6%
10	1832 Asset Management L.P.#10 · 9,303,809 sh	9,303,809	$1.6B	0.82%	-3.1%
11	NORGES BANK#11 · 8,796,707 sh	8,796,707	$1.6B	0.15%	—
12	GEODE CAPITAL MANAGEMENT#12 · 7,973,622 sh	7,973,622	$1.5B	0.08%	+9.0%
13	CANADA PENSION PLAN INVESTMENT BOARD#13 · 7,256,202 sh	7,256,202	$1.3B	0.71%	+16.3%
14	CIBC Asset Management#14 · 6,747,985 sh	6,747,985	$1.2B	2.63%	-0.5%
15	TD Waterhouse Canada#15 · 6,350,903 sh	6,350,903	$1.1B	—	+2.0%
16	VANGUARD FIDUCIARY#16 · 6,264,886 sh	6,264,886	$1.1B	0.24%	+0.5%
17	TORONTO DOMINION BANK#17 · 5,632,710 sh	5,632,710	$994.5M	1.15%	-9.1%
18	Vanguard Global Advisers#18 · 5,426,252 sh	5,426,252	$959.1M	0.45%	+8.9%
19	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#19 · 5,419,567 sh	5,419,567	$957.5M	1.36%	0.0%
20	BANK OF NOVA SCOTIA#20 · 5,205,604 sh	5,205,604	$920.0M	1.39%	+3.4%
21	Legal & General Group Plc#21 · 4,212,134 sh	4,212,134	$744.2M	0.16%	-8.5%
22	HEALTHCARE OF ONTARIO PENSION PLAN FUND#22 · 4,174,425 sh	4,174,425	$737.1M	1.04%	+19.4%
23	Connor, Clark & Lunn Investment Management Ltd.#23 · 3,839,476 sh	3,839,476	$677.1M	1.28%	+83.7%
24	DIMENSIONAL FUND ADVISORS#24 · 3,659,355 sh	3,659,355	$646.6M	0.12%	-0.8%
25	Federation des caisses Desjardins du Quebec#25 · 3,374,200 sh	3,374,200	$593.7M	1.81%	-15.6%
26	SCOTIA CAPITAL#26 · 3,334,549 sh	3,334,549	$587.8M	2.20%	-3.7%
27	Fiera Capital#27 · 3,214,287 sh	3,214,287	$567.1M	2.06%	-7.8%
28	JPMORGAN CHASE#28 · 3,145,509 sh	3,145,509	$553.9M	0.03%	-17.6%
29	MORGAN STANLEY#29 · 2,902,505 sh	2,902,505	$512.9M	0.03%	+31.7%
30	Beutel, Goodman & Ltd.#30 · 2,695,594 sh	2,695,594	$476.3M	3.50%	-13.1%
31	GOLDMAN SACHS GROUP#31 · 2,545,917 sh	2,545,917	$449.9M	0.04%	-1.7%
32	MANUFACTURERS LIFE INSURANCE COMPANY, THE#32 · 2,361,978 sh	2,361,978	$416.6M	0.33%	-3.0%
33	CHARLES SCHWAB INVESTMENT MANAGEMENT#33 · 2,080,308 sh	2,080,308	$367.6M	0.05%	+3.8%
34	MASSACHUSETTS FINANCIAL SERVICES#34 · 1,300,991 sh	1,300,991	$324.8M	0.10%	-3.7%
35	VANGUARD ASSET MANAGEMENT, Ltd#35 · 1,600,956 sh	1,600,956	$283.0M	0.19%	+11.9%
36	BESSEMER GROUP#36 · 1,469,398 sh	1,469,398	$259.3M	0.36%	+3406.4%
37	LETKO, BROSSEAU & ASSOCIATES#37 · 1,426,775 sh	1,426,775	$252.1M	3.73%	-9.7%
38	DEUTSCHE BANK AG\#38 · 1,334,415 sh	1,334,415	$235.8M	0.07%	+2.4%
39	BRITISH COLUMBIA INVESTMENT MANAGEMENT#39 · 1,271,498 sh	1,271,498	$224.5M	1.41%	+43.2%
40	Newport Company#40 · 1,259,908 sh	1,259,908	$222.6M	0.54%	-2.9%
41	Amundi#41 · 1,215,809 sh	1,215,809	$217.8M	0.05%	+10.0%
42	OMERS ADMINISTRATION#42 · 1,230,715 sh	1,230,715	$217.4M	1.30%	+0.8%
43	Invesco Ltd.#43 · 1,203,872 sh	1,203,872	$212.7M	0.02%	-29.4%
44	ACADIAN ASSET MANAGEMENT#44 · 1,197,679 sh	1,197,679	$211.6M	0.25%	+0.2%
45	PUBLIC SECTOR PENSION INVESTMENT BOARD#45 · 1,177,353 sh	1,177,353	$207.9M	0.54%	+5.5%
46	Clearbridge Investments#46 · 1,153,825 sh	1,153,825	$202.5M	0.17%	+1.9%
47	BARCLAYS PLC#47 · 1,084,437 sh	1,084,437	$191.6M	0.04%	-31.4%
48	Cardinal Capital Management#48 · 999,266 sh	999,266	$176.3M	—	-0.5%
49	MUFG SECURITIES (CANADA), LTD.#49 · 991,466 sh	991,466	$175.0M	4.72%	-5.4%
50	Aviso Financial#50 · 973,584 sh	973,584	$172.0M	5.98%	-2.6%
51	UBS Group AG#51 · 953,638 sh	953,638	$168.5M	0.02%	+16.7%
52	PICTON MAHONEY ASSET MANAGEMENT#52 · 945,606 sh	945,606	$166.7M	1.23%	+297.4%
53	Addenda Capital#53 · 625,064 sh	625,064	$156.7M	—	-7.3%
54	Alberta Investment Management#54 · 810,135 sh	810,135	$143.0M	0.80%	-3.8%
55	Bank of New York Mellon#55 · 739,895 sh	739,895	$130.7M	0.02%	+4.2%
56	BCV Asset Management#56 · 642,300 sh	642,300	$113.2M	3.42%	-2.0%
57	AVIVA PLC#57 · 630,423 sh	630,423	$111.2M	0.16%	+0.5%
58	INTACT INVESTMENT MANAGEMENT#58 · 626,785 sh	626,785	$110.8M	3.15%	+60.9%
59	BlackRock#59 · 622,130 sh	622,130	$109.9M	<0.01%	-13.4%
60	GUARDIAN CAPITAL#60 · 614,927 sh	614,927	$108.6M	2.64%	-9.7%
61	BANK OF AMERICA#61 · 588,633 sh	588,633	$104.0M	<0.01%	-63.9%
62	NORTHERN#62 · 560,484 sh	560,484	$99.0M	0.01%	-0.8%
63	Nuveen#63 · 526,771 sh	526,771	$93.1M	0.02%	-0.6%
64	TWO SIGMA INVESTMENTS#64 · 511,838 sh	511,838	$90.4M	0.07%	+2247.9%
65	AQR CAPITAL MANAGEMENT#65 · 469,429 sh	469,429	$82.9M	0.03%	+8.1%
66	Hillsdale Investment Management#66 · 460,739 sh	460,739	$81.3M	1.85%	-15.3%
67	AMERICAN CENTURY COMPANIES#67 · 452,310 sh	452,310	$79.9M	0.04%	+31.9%
68	Scheer, Rowlett & Associates Investment Management Ltd.#68 · 447,594 sh	447,594	$78.9M	5.67%	-24.9%
69	BANK OF NOVA SCOTIA#69 · 446,227 sh	446,227	$78.8M	6.54%	-10.0%
70	APG Asset Management N.V.#70 · 508,694 sh	508,694	$78.6M	0.19%	+37.7%
71	Zurcher Kantonalbank (Zurich Cantonalbank)#71 · 430,916 sh	430,916	$76.1M	0.15%	+39.3%
72	Korea Investment#72 · 409,037 sh	409,037	$72.3M	0.14%	+4.8%
73	AGF MANAGEMENT LTD#73 · 408,424 sh	408,424	$72.2M	0.28%	-9.0%
74	State of Tennessee, Treasury Department#74 · 403,848 sh	403,848	$71.4M	0.21%	+0.4%
75	Zurich Insurance Group Ltd#75 · 367,582 sh	367,582	$64.9M	0.45%	-31.1%
76	Pictet Asset Management Holding SA#76 · 363,071 sh	363,071	$64.1M	0.06%	-4.3%
77	Delaney Capital Management Ltd.#77 · 360,775 sh	360,775	$63.6M	10.07%	-6.6%
78	GREAT WEST LIFE ASSURANCE#78 · 355,662 sh	355,662	$62.6M	0.10%	-2.6%
79	Vanguard Investments Australia, Ltd.#79 · 351,288 sh	351,288	$62.1M	0.15%	-0.2%
80	FRANKLIN RESOURCES#80 · 349,582 sh	349,582	$61.7M	0.01%	+1.4%
81	Guardian Partners#81 · 303,771 sh	303,771	$53.7M	—	-17.5%
82	Purpose Unlimited#82 · 299,232 sh	299,232	$52.9M	2.02%	-6.0%
83	CIDEL ASSET MANAGEMENT#83 · 294,015 sh	294,015	$51.9M	2.50%	+125.1%
84	Russell Investments Group, Ltd.#84 · 289,001 sh	289,001	$51.1M	0.04%	-14.2%
85	SUSQUEHANNA FUNDAMENTAL INVESTMENTS#85 · 287,700 sh	287,700	$50.8M	0.96%	+222.9%
86	Capital Wealth Planning#86 · 257,802 sh	257,802	$45.6M	0.23%	+10.0%
87	CITIGROUP#87 · 251,308 sh	251,308	$44.4M	0.01%	-40.6%
88	STATE OF WISCONSIN INVESTMENT BOARD#88 · 241,553 sh	241,553	$42.7M	0.09%	-2.7%
89	Value Partners Investments#89 · 239,642 sh	239,642	$42.3M	—	-45.6%
90	Neuberger Berman Group#90 · 209,653 sh	209,653	$37.0M	0.02%	+1.6%
91	Candriam S.C.A.#91 · 209,138 sh	209,138	$36.9M	0.17%	-14.3%
92	FIRST ADVISORS#92 · 205,963 sh	205,963	$36.4M	0.02%	-24.4%
93	INTECH INVESTMENT MANAGEMENT#93 · 204,697 sh	204,697	$36.2M	0.33%	+9.0%
94	Mn Services Vermogensbeheer B.V.#94 · 200,613 sh	200,613	$35.4M	—	+21.4%
95	Investment Management of Ontario#95 · 200,024 sh	200,024	$35.3M	0.45%	+0.1%
96	D. E. Shaw#96 · 194,600 sh	194,600	$34.4M	0.02%	-35.6%
97	BNP Paribas Asset Management Holding S.A.#97 · 183,475 sh	183,475	$32.4M	0.03%	-12.6%
98	Nykredit A/S#98 · 175,516 sh	175,516	$31.0M	0.10%	—
99	Cardinal Point Capital Management, ULC#99 · 175,545 sh	175,545	$31.0M	—	-0.6%
100	Rempart Asset Management#100 · 174,264 sh	174,264	$30.7M	—	-9.2%

Funds that sold out of BMO in Q2 2026 (65)

Held BMO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held BMO in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
PBU - The Pension Fund of Early Childhood & Youth Educators305,902 sh	305,902	$25.1M
PEAK643,616 sh	43,616	$5.9M
Y-Intercept (Hong Kong) Ltd43,209 sh	43,209	$5.8M
Erste Asset Management GmbH30,300 sh	30,300	$4.0M
SUSQUEHANNA ADVISORS GROUP23,900 sh	23,900	$3.2M
Murchinson Ltd.20,046 sh	20,046	$2.7M
Numerai GP19,832 sh	19,832	$2.7M
Vise Technologies17,151 sh	17,151	$2.2M
Trexquant Investment14,799 sh	14,799	$2.0M
Dynamic Technology Lab Private Ltd11,470 sh	11,470	$1.6M
Magnetar Financial11,373 sh	11,373	$1.5M
Atria Investments9,545 sh	9,545	$1.3M
Twin Tree Management8,797 sh	8,797	$1.2M
SIMPLEX TRADING7,488 sh	7,488	$1.0M
Squarepoint Ops6,878 sh	6,878	$930.9K
SEGALL BRYANT & HAMILL6,270 sh	6,270	$890.6K
Envestnet Portfolio Solutions5,649 sh	5,649	$764.5K
Verdence Capital Advisors5,438 sh	5,438	$735.9K
WEALTH ALLIANCE4,575 sh	4,575	$619.2K
FIRST CITIZENS BANK4,464 sh	4,464	$604.2K
CAPSTONE INVESTMENT ADVISORS4,190 sh	4,190	$567.1K
XTX Topco Ltd4,164 sh	4,164	$563.6K
DAVIS-REA LTD.3,725 sh	3,725	$502.9K
TWINBEECH CAPITAL3,700 sh	3,700	$500.8K
Strategic Investment Advisors / MI3,556 sh	3,556	$481.3K
111 Capital3,288 sh	3,288	$445.3K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT406,135 sh	406,135	$423.2K
REUTER JAMES WEALTH MANAGEMENT3,049 sh	3,049	$412.7K
AE Wealth Management2,942 sh	2,942	$398.2K
Summerhill Capital Management lnc.2,907 sh	2,907	$393.0K
Snowden Capital Advisors2,527 sh	2,527	$341.9K
Perfromance Wealth Partners2,500 sh	2,500	$338.4K
Centiva Capital2,274 sh	2,274	$307.8K
Beverly Hills Private Wealth2,217 sh	2,217	$300.0K
FOX RUN MANAGEMENT, L.L.C.2,220 sh	2,220	$292.1K
Stratos Wealth Partners, LTD.1,985 sh	1,985	$268.7K
Lantz Financial1,844 sh	1,844	$249.6K
AlphaGrep UK Ltd1,824 sh	1,824	$246.9K
TWO SIGMA SECURITIES1,665 sh	1,665	$225.3K
Park Place Capital1,482 sh	1,482	$200.6K
Winthrop Capital Management1,105 sh	1,105	$150.0K
BLUE BELL PRIVATE WEALTH MANAGEMENT960 sh	960	$129.9K
Munich Reinsurance Stock in Munich845 sh	845	$114.1K
BALLAST ADVISORS653 sh	653	$88.4K
Strategic Investment Solutions400 sh	400	$54.1K
Innovative Asset Advisors Group300 sh	300	$40.6K
Western Wealth Management277 sh	277	$37.5K
TWIN PEAKS WEALTH ADVISORS252 sh	252	$34.1K
WFA of San Diego250 sh	250	$33.8K
BNP PARIBAS190 sh	190	$25.7K
Harvest Fund Management , Ltd90 sh	90	$12.0K
MBM WEALTH CONSULTANTS87 sh	87	$11.8K
Richard W. Paul & Associates80 sh	80	$10.8K
Lloyd Advisory Services54 sh	54	$7.3K
Kingdom Financial Group54 sh	54	$7.3K
RETIREMITTEN FINANCIAL50 sh	50	$6.8K
MASECO LLP36 sh	36	$4.8K
Root Financial Partners29 sh	29	$3.9K
EVOLUTION WEALTH MANAGEMENT18 sh	18	$2.4K
Optiver Holding B.V.15 sh	15	$2.0K
Westfuller Advisors14 sh	14	$1.9K
Intentional Wealth Strategies11 sh	11	$1.5K
Colonial / SC7 sh	7	$921.00
Quest 10 Wealth Builders4 sh	4	$541.00
Frazier Financial Advisors3 sh	3	$407.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.