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Disclosery

BMO BANK MONTREAL MEDIUM

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Stock (common), issuer CIK 927971

638 managers (655 13F filers) reported a position in BMO shares at 2026-06-30, 335,352,292 shares in all. 86 filers opened a position and 63 filers sold out during the quarter.

Managers
638
13F filers
655
New
86
Added
212
Reduced
212
Sold out
63
Shares held by filers
335,352,292

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA52,167,653$9.22B1.56%-430,38913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding34,144,198$6.03B+838,860Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,128,121$4.97B1.84%+130,78313F-HRTimelineGroup
TD Asset Management Inc15,233,725$2.69B2.33%-3,852,87613F-HRTimeline
CIBC WORLD MARKET INC.12,410,915$2.19B3.69%-774,88313F-HRTimeline
FIL Ltdin group FIL Ltd12,329,093$2.18B1.57%+834,86013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP8,547,687$2.14B2.14%-34,50113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,405,423$1.84B1.61%-354,87513F-HRTimelineGroup
FMR LLCin group FMR LLC9,527,449$1.68B0.07%+2,234,25613F-HRTimelineGroup
1832 Asset Management L.P.9,303,809$1.64B2.02%-296,12013F-HRTimeline
NORGES BANK8,796,707$1.55B0.15%new13F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC7,973,622$1.46B0.08%+661,55313F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD7,256,202$1.28B0.71%+1,017,32613F-HRTimeline
CIBC Asset Management Inc6,747,985$1.2B2.63%-32,33313F-HRTimeline
TD Waterhouse Canada Inc.6,350,903$1.13B2.97%+123,38713F-HRTimeline
BANK OF NOVA SCOTIAgroup of 2 filers holding5,651,831$999M+123,339Timeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK5,632,710$995M1.66%-564,68313F-HRTimelineGroup
Caisse de depot et placement du Quebec5,419,567$958M1.36%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc4,212,134$744M0.16%-391,01713F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…4,174,425$737M1.05%+678,75313F-HRTimeline
Connor, Clark & Lunn Investment Managem…3,839,476$677M1.28%+1,749,05213F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,659,355$647M0.12%-29,28913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…3,374,200$594M1.81%-624,68013F-HRTimeline
SCOTIA CAPITAL INC.3,334,549$588M2.2%-127,16913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp3,214,287$567M2.06%-272,33313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,145,509$554M0.03%-670,06113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,902,505$513M0.03%+698,89213F-HRTimelineGroup
Beutel, Goodman & Co Ltd.2,695,594$476M3.5%-406,27413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,545,917$450M0.05%-42,90413F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …2,361,978$417M0.33%-72,86713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,080,308$368M0.05%+76,32913F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,300,991$325M0.1%-50,32313F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding1,503,407$264M+26,344Timeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,469,398$259M0.36%+1,427,49213F-HRTimelineGroup
LETKO, BROSSEAU & ASSOCIATES INC1,426,775$252M3.73%-153,25513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,334,415$236M0.07%+31,85113F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …1,271,498$225M1.41%+383,86113F-HRTimeline
Newport Trust Company, LLC1,259,908$223M0.54%-37,45713F-HRTimeline
Amundiin group Amundi1,215,809$218M0.05%+110,76613F-HRTimelineGroup
OMERS ADMINISTRATION Corp1,230,715$217M1.3%+10,06013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,203,872$213M0.02%-502,41213F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,197,679$212M0.25%+2,39813F-HRTimelineGroup
Public Sector Pension Investment Board1,177,353$208M0.55%+61,84013F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC1,084,437$192M0.06%-495,29113F-HRTimelineGroup
Cardinal Capital Management, Inc.999,266$176M4.26%-5,26113F-HRTimeline
MUFG SECURITIES (CANADA), LTD.in group Mitsubishi UFJ Trust & Bankin…991,466$175M4.72%-56,10113F-HRTimelineGroup
Aviso Financial Inc.973,584$172M5.98%-25,71713F-HRTimeline
UBS Group AGgroup of 2 filers holding955,466$169M+136,632Timeline
PICTON MAHONEY ASSET MANAGEMENT945,606$167M1.54%+707,67013F-HRTimeline
GUARDIAN CAPITAL LPgroup of 2 filers holding918,698$162M-130,137Timeline
Addenda Capital Inc.625,064$157M4.26%-49,00413F-HRTimeline
Alberta Investment Management Corp810,135$143M0.82%-32,03313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp739,895$131M0.02%+29,63313F-HRTimelineGroup
BCV Asset Management Inc.642,300$113M3.42%-13,44113F-HRTimeline
AVIVA PLCin group AVIVA PLC630,423$111M0.16%+3,18113F-HRTimelineGroup
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …626,785$111M3.15%+237,28013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.622,130$110M<0.01%-96,36013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/588,633$104M0.01%-1,042,64313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP560,484$99M0.01%-4,47313F-HRTimelineGroup
TIAAgroup of 3 filers holding532,585$94.1M-3,080Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP511,838$90.4M0.07%+490,03813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC469,429$82.9M0.03%+35,22113F-HRTimelineGroup
Hillsdale Investment Management Inc.460,739$81.3M1.85%-83,07013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC452,310$79.9M0.04%+109,51213F-HRTimelineGroup
Scheer, Rowlett & Associates Investment…447,594$78.9M5.67%-148,73113F-HRTimeline
APG Asset Management N.V.in group APG Asset Management N.V.508,694$78.6M0.19%+139,25513F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…430,916$76.1M0.15%+121,49913F-HRTimeline
Korea Investment CORP409,037$72.3M0.14%+18,78213F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD408,424$72.2M0.28%-40,50813F-HRTimelineGroup
State of Tennessee, Department of Treas…403,848$71.4M0.21%+1,44713F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI367,582$64.9M0.45%-165,72613F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…363,071$64.1M0.06%-16,34313F-HRTimelineGroup
Delaney Capital Management Ltd.360,775$63.6M10.07%-25,33413F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co355,662$62.6M0.1%-9,43613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding313,966$55.5M+200,966Timeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.299,232$52.9M2.02%-19,11513F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC294,015$51.9M2.5%+163,40713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…289,001$51.1M0.04%-47,83613F-HRTimelineGroup
Capital Wealth Planning, LLC257,802$45.6M0.23%+23,44913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC251,308$44.4M0.02%-171,90113F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD241,553$42.7M0.09%-6,80013F-HRTimeline
Value Partners Investments Inc.239,642$42.3M2.95%-200,91013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC209,653$37M0.02%+3,26613F-HRTimelineGroup
Candriam S.C.A.209,138$36.9M0.17%-34,88413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP205,963$36.4M0.02%-66,45313F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC204,697$36.2M0.33%+16,95013F-HRTimeline
Mn Services Vermogensbeheer B.V.200,613$35.4M0.27%+35,40013F-HRTimeline
Investment Management Corp of Ontario200,024$35.3M0.45%+25613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.194,600$34.4M0.02%-107,50313F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …183,475$32.4M0.03%-26,53213F-HRTimelineGroup
Nykredit A/Sin group Nykredit A/S175,516$31M0.1%13F-HRTimelineGroup
Cardinal Point Capital Management ULC175,545$31M1.75%-1,12913F-HRTimeline
Rempart Asset Management Inc.174,264$30.7M6.3%-17,63513F-HRTimeline
MONTRUSCO BOLTON INVESTMENTS INC.171,898$30.4M0.47%-33,06913F-HRTimeline
Northwest & Ethical Investments L.P.163,965$28.9M0.67%+13,97013F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…159,553$28.2M0.13%-6,57613F-HRTimeline
Triasima Portfolio Management inc.153,984$27.2M3.67%+13,18013F-HRTimeline
Generali Asset Management SPA SGR107,097$26.8M0.49%+11,23913F-HRTimeline
Genus Capital Management Inc.146,609$25.9M2.55%+34,16113F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…144,235$25.4M0.11%+21,68013F-HRTimelineGroup
Varma Mutual Pension Insurance Co142,629$25.2M0.13%-70013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC136,542$24.1M0.02%-105,44013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd136,000$24M0.21%+124,90013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC128,515$22.7M0.03%+125,43213F-HRTimelineGroup
Qube Research & Technologies Ltd127,638$22.6M0.03%-85,79213F-HRTimeline
SEB Asset Management AB124,839$22.1M0.08%-49,31113F-HRTimeline
CANERECTOR INC125,000$22.1M10.06%013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC120,054$21.2M0.05%-37,30213F-HRTimeline
Polar Asset Management Partners Inc.449,680$20.4M0.37%new13F-HRTimeline
LPL Financial LLC114,689$20.3M<0.01%-174,86013F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…114,582$20.2M0.17%+11,40013F-HRTimeline
DekaBank Deutsche Girozentrale144,747$19.5M0.03%013F-HRTimeline
Maryland State Retirement & Pension Sys…108,177$19.1M0.33%+28,11513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …106,906$18.9M0.13%+1,30813F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.105,819$18.7M0.06%-1,50013F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…104,112$18.4M<0.01%+11,96713F-HRTimelineGroup
Lorne Steinberg Wealth Management Inc.101,991$18M3.7%+1,31813F-HRTimeline
USS Investment Management Ltd96,884$17.1M0.06%-13,39113F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…96,000$17M1.03%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90,897$16.1M<0.01%-233,33013F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding90,606$16M-12,153Timeline
Kepler Cheuvreux (Suisse) SA63,670$16M0.91%+29,40413F-HRTimeline
Claret Asset Management Corp88,680$15.7M1.69%+16613F-HRTimeline
Quantinno Capital Management LP86,196$15.2M0.02%+20,59713F-HRTimeline
Creative Planningin group Creative Planning82,828$14.6M0.01%+4,47513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC81,418$14.4M0.02%+79,04713F-HRTimelineGroup
OpenArc Corporate Advisory, LLC80,186$14.2M0.17%-35,90413F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A74,034$13.1M0.03%+28,65813F-HRTimelineGroup
Avanza Fonder AB51,462$12.9M0.28%+4,92013F-HRTimeline
Utah Retirement Systems70,520$12.5M0.12%-7,08613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC67,472$11.9M0.06%+10,36813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding67,031$11.8M-209,086Timeline
Lombard Odier Asset Management (Switzer…64,496$11.4M0.36%+2,10013F-HRTimeline
Man Group plcin group Man Group plc62,678$11.1M0.02%+21,08113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.81,746$11.1M<0.01%+2,21513F-HRTimeline
Jupiter Topco LLCin group Janus Henderson61,227$10.8M<0.01%13F-HRTimelineGroup
BAROMETER CAPITAL MANAGEMENT INC.42,500$10.6M2.94%-2,00013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…59,739$10.6M0.03%+7,14513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp58,015$10.3M0.03%+69713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58,018$10.2M<0.01%-232,27713F-HRTimelineGroup
AustralianSuper Pty Ltd56,745$10M0.04%new13F-HRTimeline
Harvest Portfolios Group Inc.55,038$9.73M0.14%-1,33913F-HRTimeline
Gulf International Bank (UK) Ltd53,746$9.49M0.19%-87713F-HRTimeline
Mariner, LLCin group Mariner, LLC53,126$9.39M0.01%-1,49213F-HRTimelineGroup
Beacon Pointe Advisors, LLC52,280$9.24M0.04%-59813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,069$9.02M0.01%+7,42313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,980$8.83M0.01%-49,33613F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY49,163$8.69M0.87%-40013F-HRTimeline
SIG North Trading, ULC48,961$8.65M1.58%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.48,739$8.61M0.01%-555,81313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,854$8.32M<0.01%-8,93813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…47,028$8.31M0.01%-72513F-HRTimelineGroup
JCIC Asset Management Inc.61,364$8.29M2.54%013F-HRTimeline
PCJ Investment Counsel Ltd.46,780$8.25M2.37%+3,48013F-HRTimeline
K.J. Harrison & Partners Inc46,708$8.24M1.17%-1,25013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.46,083$8.14M0.54%+1413F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.45,113$7.97M0.06%-9,05713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,397$7.95M0.01%+3,96213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,080$7.61M0.01%+1,89913F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG42,938$7.51M0.11%+41,16413F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP42,505$7.51M<0.01%-785,67813F-HRTimelineGroup
Rathbones Group PLC41,636$7.36M0.03%-51813F-HRTimeline
Dana Investment Advisors, Inc.39,034$6.9M0.18%-1,85013F-HRTimeline
Northwest Bancshares, Inc.39,021$6.9M1.24%-2,68713F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd38,479$6.79M0.44%+3,58413F-HRTimelineGroup
Advisory Services Network, LLC36,982$6.53M0.07%-64713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,484$6.27M<0.01%-35,68113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,123$6.21M0.01%-62213F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE44,482$6.18M0.01%-1,38513F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC34,938$6.17M0.08%new13F-HRTimeline
Fideuram Asset Management (Ireland) dac25,229$6.07M0.12%new13F-HRTimeline
Cetera Investment Advisers33,551$5.93M0.01%-15,11713F-HRTimeline
PINNACLE ASSOCIATES LTD32,000$5.65M0.06%-1,60013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC29,917$5.29M0.19%-1,37113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,045$5.09M<0.01%+8,79813F-HRTimelineGroup
Vertex Planning Partners, LLC27,959$4.94M0.73%-4,00013F-HRTimeline
Ethic Inc.27,281$4.82M0.06%new13F-HRTimeline
Ensign Peak Advisors, Inc26,929$4.76M0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,886$4.75M<0.01%+1,82413F-HRTimelineGroup
ROYAL LONDON ASSET MANAGEMENT LTD26,537$4.69M0.01%-4,78813F-HRTimeline
Ewing Morris & Co. Investment Partners …26,524$4.69M2.45%-5713F-HRTimeline
UniSuper Management Pty Ltd18,534$4.65M0.02%+4,63413F-HRTimeline
Plato Investment Management Ltd26,449$4.65M0.27%+12,14413F-HRTimeline
Capital World Investors26,072$4.61M<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,191$4.45M<0.01%+34813F-HRTimelineGroup
Quantbot Technologies LP24,489$4.33M0.17%new13F-HRTimeline
Carnegie Investment Counsel24,280$4.29M0.09%+30913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding24,149$4.27M+197Timeline
HRT FINANCIAL LP23,415$4.14M0.01%+18,10513F-HRTimeline
Gold Investment Management Ltd.23,260$4.11M1.11%+17213F-HRTimeline
Osmosis Investment Management UK Ltd22,907$4.05M0.19%-20,44913F-HRTimeline
QUADRANT CAPITAL GROUP LLC22,781$4.03M0.11%+2513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22,646$4.01M<0.01%+1,75113F-HRTimelineGroup
ASR Vermogensbeheer N.V.22,522$3.98M0.04%+30913F-HRTimeline
HighTower Advisors, LLC22,179$3.92M<0.01%+5813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC22,055$3.9M0.05%+2,45213F-HRTimeline
Assenagon Asset Management S.A.21,816$3.85M0.01%-3613F-HR/ATimeline
Burkett Asset Management Ltd21,430$3.78M3.53%-3,10313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…21,292$3.76M0.07%+1,94613F-HRTimelineGroup
Corient Private Wealth LPgroup of 2 filers holding20,583$3.64M+2,214Timeline