BANK OF MONTREAL /CAN/ (BMO) — Institutional Holders, Q2 2026 (page 2)
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 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BMO 13F holders ranked 101–200 of 659
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | MONTRUSCO BOLTON INVESTMENTS#101 · 171,898 sh | 171,898 | $30.4M | — | -16.1% |
| 102 | Northwest & Ethical Investments L.P.#102 · 163,965 sh | 163,965 | $28.9M | 0.67% | +9.3% |
| 103 | Lansforsakringar Fondforvaltning AB (publ)#103 · 159,553 sh | 159,553 | $28.2M | 0.13% | -4.0% |
| 104 | Triasima Portfolio Management#104 · 153,984 sh | 153,984 | $27.2M | — | +9.4% |
| 105 | Generali Asset Management SPA SGR#105 · 107,097 sh | 107,097 | $26.8M | — | +11.7% |
| 106 | Genus Capital Management#106 · 146,609 sh | 146,609 | $25.9M | 2.55% | +30.4% |
| 107 | Swiss Life Asset Management Ltd#107 · 144,235 sh | 144,235 | $25.4M | 0.11% | +17.7% |
| 108 | Varma Mutual Pension Insurance#108 · 142,629 sh | 142,629 | $25.2M | 0.13% | -0.5% |
| 109 | MILLENNIUM MANAGEMENT#109 · 136,542 sh | 136,542 | $24.1M | <0.01% | -43.6% |
| 110 | Quadrature Capital Ltd#110 · 136,000 sh | 136,000 | $24.0M | 0.21% | +1125.2% |
| 111 | LAZARD ASSET MANAGEMENT#111 · 128,515 sh | 128,515 | $22.7M | 0.03% | +4068.5% |
| 112 | Qube Research & Technologies Ltd#112 · 127,638 sh | 127,638 | $22.6M | 0.02% | -40.2% |
| 113 | SEB Asset Management AB#113 · 124,839 sh | 124,839 | $22.1M | 0.08% | -28.3% |
| 114 | Grantham, Mayo, Van Otterloo#114 · 120,054 sh | 120,054 | $21.2M | 0.05% | -23.7% |
| 115 | Polar Asset Management Partners#115 · 449,680 sh | 449,680 | $20.4M | 0.34% | New |
| 116 | LPL Financial#116 · 114,689 sh | 114,689 | $20.3M | <0.01% | -60.4% |
| 117 | PensionDanmark Pensionsforsikringsaktieselskab#117 · 114,582 sh | 114,582 | $20.2M | — | +11.0% |
| 118 | DekaBank Deutsche Girozentrale#118 · 144,747 sh | 144,747 | $19.5M | — | 0.0% |
| 119 | Maryland State Retirement & Pension System#119 · 108,177 sh | 108,177 | $19.1M | 0.33% | +35.1% |
| 120 | Pinnacle Financial Partners#120 · 106,906 sh | 106,906 | $18.9M | 0.13% | +1.2% |
| 121 | Vontobel Holding Ltd.#121 · 105,819 sh | 105,819 | $18.7M | — | -1.4% |
| 122 | WELLINGTON MANAGEMENT GROUP LLP#122 · 104,112 sh | 104,112 | $18.4M | <0.01% | +13.0% |
| 123 | Lorne Steinberg Wealth Management#123 · 101,991 sh | 101,991 | $18.0M | — | +1.3% |
| 124 | USS Investment Management Ltd#124 · 96,884 sh | 96,884 | $17.1M | 0.06% | -12.1% |
| 125 | American Assets Investment Management#125 · 96,000 sh | 96,000 | $17.0M | 1.03% | 0.0% |
| 126 | RAYMOND JAMES FINANCIAL#126 · 90,897 sh | 90,897 | $16.1M | <0.01% | -72.0% |
| 127 | Kepler Cheuvreux (Suisse) SA#127 · 63,670 sh | 63,670 | $16.0M | — | +85.8% |
| 128 | Claret Asset Management#128 · 88,680 sh | 88,680 | $15.7M | 1.69% | +0.2% |
| 129 | Quantinno Capital Management#129 · 86,196 sh | 86,196 | $15.2M | 0.02% | +31.4% |
| 130 | Creative Planning#130 · 82,828 sh | 82,828 | $14.6M | <0.01% | +5.7% |
| 131 | BROWN ADVISORY#131 · 81,418 sh | 81,418 | $14.4M | 0.02% | +3333.9% |
| 132 | OpenArc Corporate Advisory#132 · 80,186 sh | 80,186 | $14.2M | — | -30.9% |
| 133 | NATIXIS ADVISORS#133 · 78,109 sh | 78,109 | $13.8M | 0.02% | +1.4% |
| 134 | CREDIT AGRICOLE S A#134 · 74,034 sh | 74,034 | $13.1M | 0.03% | +63.2% |
| 135 | Andra AP-fonden#135 · 52,000 sh | 52,000 | $13.0M | 0.15% | +76.9% |
| 136 | Avanza Fonder AB#136 · 51,462 sh | 51,462 | $12.9M | — | +10.6% |
| 137 | Utah Retirement Systems#137 · 70,520 sh | 70,520 | $12.5M | 0.12% | -9.1% |
| 138 | O'SHAUGHNESSY ASSET MANAGEMENT#138 · 67,472 sh | 67,472 | $11.9M | 0.06% | +18.2% |
| 139 | ENVESTNET ASSET MANAGEMENT#139 · 67,031 sh | 67,031 | $11.8M | <0.01% | -75.2% |
| 140 | Lombard Odier Asset Management (Switzerland) SA#140 · 64,496 sh | 64,496 | $11.4M | 0.36% | +3.4% |
| 141 | Man Group plc#141 · 62,678 sh | 62,678 | $11.1M | 0.02% | +50.7% |
| 142 | ALLIANCEBERNSTEIN L.P.#142 · 81,746 sh | 81,746 | $11.1M | <0.01% | +2.8% |
| 143 | Jupiter Topco#143 · 61,227 sh | 61,227 | $10.8M | <0.01% | — |
| 144 | BAROMETER CAPITAL MANAGEMENT#144 · 42,500 sh | 42,500 | $10.6M | 2.94% | -4.5% |
| 145 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#145 · 59,739 sh | 59,739 | $10.6M | 0.03% | +13.6% |
| 146 | M&T BANK#146 · 58,015 sh | 58,015 | $10.3M | 0.03% | +1.2% |
| 147 | WELLS FARGO & COMPANY#147 · 58,018 sh | 58,018 | $10.2M | <0.01% | -80.0% |
| 148 | AustralianSuper Pty Ltd#148 · 56,745 sh | 56,745 | $10.0M | 0.04% | New |
| 149 | Harvest Portfolios Group#149 · 55,038 sh | 55,038 | $9.7M | 0.14% | -2.4% |
| 150 | Gulf International Bank (UK) Ltd#150 · 53,746 sh | 53,746 | $9.5M | — | -1.6% |
| 151 | Mariner#151 · 53,126 sh | 53,126 | $9.4M | <0.01% | -2.7% |
| 152 | Beacon Pointe Advisors#152 · 52,280 sh | 52,280 | $9.2M | 0.04% | -1.1% |
| 153 | JANE STREET GROUP#153 · 51,069 sh | 51,069 | $9.0M | <0.01% | +17.0% |
| 154 | STIFEL FINANCIAL#154 · 49,980 sh | 49,980 | $8.8M | <0.01% | -49.7% |
| 155 | ROMANO BROTHERS AND COMPANY#155 · 49,163 sh | 49,163 | $8.7M | — | -0.8% |
| 156 | SIG North Trading, ULC#156 · 48,961 sh | 48,961 | $8.7M | 0.16% | New |
| 157 | FEDERATED HERMES#157 · 48,739 sh | 48,739 | $8.6M | 0.01% | -91.9% |
| 158 | AMERIPRISE FINANCIAL#158 · 41,854 sh | 41,854 | $8.3M | <0.01% | -17.6% |
| 159 | THRIVENT FINANCIAL FOR LUTHERANS#159 · 47,028 sh | 47,028 | $8.3M | 0.01% | -1.5% |
| 160 | Jones Collombin Investment Counsel#160 · 61,364 sh | 61,364 | $8.3M | 2.54% | 0.0% |
| 161 | PCJ Investment Counsel Ltd.#161 · 46,780 sh | 46,780 | $8.2M | 2.37% | +8.0% |
| 162 | K.J. Harrison & Partners#162 · 46,708 sh | 46,708 | $8.2M | 1.17% | -2.6% |
| 163 | NBT BANK N A#163 · 46,083 sh | 46,083 | $8.1M | — | 0.0% |
| 164 | CAPITAL FUND MANAGEMENT S.A.#164 · 45,113 sh | 45,113 | $8.0M | 0.04% | -16.7% |
| 165 | WEALTH ENHANCEMENT ADVISORY SERVICES#165 · 44,397 sh | 44,397 | $7.9M | — | +9.8% |
| 166 | Baird Financial Group#166 · 43,080 sh | 43,080 | $7.6M | 0.01% | +4.6% |
| 167 | J. Safra Sarasin Holding AG#167 · 42,938 sh | 42,938 | $7.5M | — | +2320.4% |
| 168 | VAN ECK ASSOCIATES#168 · 42,505 sh | 42,505 | $7.5M | <0.01% | -94.9% |
| 169 | Rathbones Group PLC#169 · 41,636 sh | 41,636 | $7.4M | 0.03% | -1.2% |
| 170 | Dana Investment Advisors#170 · 39,034 sh | 39,034 | $6.9M | 0.18% | -4.5% |
| 171 | Northwest Bancshares#171 · 39,021 sh | 39,021 | $6.9M | 1.24% | -6.4% |
| 172 | Cumberland Partners Ltd#172 · 38,479 sh | 38,479 | $6.8M | 0.44% | +10.3% |
| 173 | Advisory Services Network#173 · 36,982 sh | 36,982 | $6.5M | 0.07% | -1.7% |
| 174 | CITADEL ADVISORS#174 · 35,484 sh | 35,484 | $6.3M | <0.01% | -50.1% |
| 175 | COMMONWEALTH EQUITY SERVICES#175 · 35,123 sh | 35,123 | $6.2M | <0.01% | -1.7% |
| 176 | Allianz Asset Management GmbH#176 · 44,482 sh | 44,482 | $6.2M | <0.01% | -3.0% |
| 177 | MANNING & NAPIER ADVISORS#177 · 34,938 sh | 34,938 | $6.2M | 0.08% | New |
| 178 | Fideuram Asset Management (Ireland) dac#178 · 25,229 sh | 25,229 | $6.1M | 0.12% | New |
| 179 | Cetera Investment Advisers#179 · 33,551 sh | 33,551 | $5.9M | <0.01% | -31.1% |
| 180 | PINNACLE ASSOCIATES LTD#180 · 32,000 sh | 32,000 | $5.7M | — | -4.8% |
| 181 | ST GERMAIN D J#181 · 29,917 sh | 29,917 | $5.3M | 0.19% | -4.4% |
| 182 | JONES FINANCIAL COMPANIES LLLP#182 · 29,045 sh | 29,045 | $5.1M | <0.01% | +43.5% |
| 183 | Vertex Planning Partners#183 · 27,959 sh | 27,959 | $4.9M | 0.73% | -12.5% |
| 184 | Ethic#184 · 27,281 sh | 27,281 | $4.8M | 0.06% | New |
| 185 | Ensign Peak Advisors#185 · 26,929 sh | 26,929 | $4.8M | <0.01% | 0.0% |
| 186 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#186 · 26,886 sh | 26,886 | $4.8M | <0.01% | +7.3% |
| 187 | ROYAL LONDON ASSET MANAGEMENT LTD#187 · 26,537 sh | 26,537 | $4.7M | <0.01% | -15.3% |
| 188 | Ewing Morris & Investment Partners Ltd.#188 · 26,524 sh | 26,524 | $4.7M | 2.45% | -0.2% |
| 189 | UniSuper Management Pty Ltd#189 · 18,534 sh | 18,534 | $4.6M | — | +33.3% |
| 190 | Plato Investment Management Ltd#190 · 26,449 sh | 26,449 | $4.6M | 0.27% | +84.9% |
| 191 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#191 · 26,266 sh | 26,266 | $4.6M | <0.01% | New |
| 192 | Capital World Investors#192 · 26,072 sh | 26,072 | $4.6M | <0.01% | New |
| 193 | Vanguard Personalized Indexing Management#193 · 25,214 sh | 25,214 | $4.5M | 0.04% | +14.0% |
| 194 | US BANCORP \DE\#194 · 25,191 sh | 25,191 | $4.5M | <0.01% | +1.4% |
| 195 | Quantbot Technologies#195 · 24,489 sh | 24,489 | $4.3M | 0.17% | New |
| 196 | Carnegie Investment Counsel#196 · 24,280 sh | 24,280 | $4.3M | — | +1.3% |
| 197 | HRT FINANCIAL#197 · 23,415 sh | 23,415 | $4.1M | 0.01% | +341.0% |
| 198 | Gold Investment Management Ltd.#198 · 23,260 sh | 23,260 | $4.1M | — | +0.7% |
| 199 | Osmosis Investment Management UK Ltd#199 · 22,907 sh | 22,907 | $4.0M | 0.19% | -47.2% |
| 200 | QUADRANT CAPITAL GROUP#200 · 22,781 sh | 22,781 | $4.0M | — | -49.9% |
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.