Skip to content
Disclosery

BMO BANK OF MONTREAL

Follow

Stock (common), issuer CIK 927971

551 managers (567 13F filers) reported a position in BMO shares at 2025-06-30, 349,713,945 shares in all. 54 filers opened a position and 48 filers sold out during the quarter.

Managers
551
13F filers
567
New
54
Added
185
Reduced
198
Sold out
48
Shares held by filers
349,713,945

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CANADA65,483,432$7.24B1.41%+7,902,05313F-HR/ATimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding32,212,302$3.57B+1,195,508Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,389,384$3.15B1.58%-2,388,23813F-HRTimelineGroup
TD Asset Management Inc17,289,838$1.91B1.63%-11,92413F-HRTimeline
CIBC WORLD MARKET INC.13,551,901$1.5B3.32%-3,536,01913F-HRTimeline
NORGES BANK10,679,880$1.18B0.15%+273,07313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10,306,979$1.14B1.23%-2,729,80213F-HR/ATimelineGroup
MACKENZIE FINANCIAL CORP10,051,692$1.11B1.44%-117,64113F-HRTimeline
BANK OF NOVA SCOTIAgroup of 2 filers holding8,132,168$901M-783,523Timeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK7,194,153$798M1.71%-929,78613F-HRTimelineGroup
1832 Asset Management L.P.6,855,991$758M1.32%-84,64613F-HRTimeline
JARISLOWSKY, FRASER Ltd6,400,179$708M4.04%-149,38013F-HRTimeline
CIBC Asset Management Inc6,189,614$687M2.16%-442,33313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC5,842,134$656M0.05%+939,15613F-HRTimelineGroup
Beutel, Goodman & Co Ltd.5,767,972$638M3.63%-204,68613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,484,837$607M0.1%+1,401,33213F-HRTimelineGroup
Caisse de depot et placement du Quebec5,419,567$599M1.28%013F-HRTimeline
FMR LLCin group FMR LLC4,853,286$538M0.03%-119,25013F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…4,764,602$528M1.06%+3,331,96813F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc4,348,743$481M0.12%+16,53813F-HRTimelineGroup
FIL Ltdin group FIL Ltd4,162,167$461M0.39%-1,025,03113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,096,926$453M0.03%+158,44213F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp3,865,481$428M1.45%+58013F-HRTimelineGroup
SCOTIA CAPITAL INC.3,577,139$396M1.87%+113,64313F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP3,552,162$393M0.09%-12,21613F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD3,492,390$387M0.33%-184,24713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,457,960$383M0.03%-187,93313F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …3,349,980$369M0.33%-2,730,13313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…3,144,916$348M1.53%-75,36313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,532,896$280M0.02%-114,42113F-HRTimelineGroup
TD Waterhouse Canada Inc.2,282,520$254M1.82%-62,54913F-HRTimeline
Public Sector Pension Investment Board2,170,118$240M1.03%+2,099,80013F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP2,083,207$230M8.15%+19,08013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,013,217$223M0.04%+72,21013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…1,974,163$219M0.77%+43,25713F-HRTimeline
UBS Group AGgroup of 2 filers holding1,849,305$205M+141,433Timeline
LETKO, BROSSEAU & ASSOCIATES INC1,809,299$200M3.83%-17,30013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding1,656,276$182M-75,525Timeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,582,582$175M0.06%-2,53213F-HRTimelineGroup
Alberta Investment Management Corp1,482,000$164M1.29%-218,52313F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,396,228$155M0.15%+964,07813F-HRTimelineGroup
Newport Trust Company, LLC1,345,905$149M0.36%-8,53713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,257,042$139M0.05%+177,49313F-HRTimelineGroup
MUFG SECURITIES (CANADA), LTD.1,227,479$136M4.13%+115,44713F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,222,689$135M0.25%+24,91413F-HRTimelineGroup
Cardinal Capital Management, Inc.1,106,867$123M3.84%-1,65013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,061,370$117M0.02%+49,11313F-HRTimelineGroup
Amundiin group Amundi983,846$110M0.04%+281,88213F-HRTimelineGroup
Addenda Capital Inc.671,184$101M3.64%-21,78313F-HRTimeline
Aviso Financial Inc.806,945$89.4M4.03%-234,78713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp765,073$84.6M0.02%+18,46013F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …739,598$82M0.48%+114,45813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT716,881$79.1M1.12%new13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD606,948$77.1M0.35%-27,85713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding658,544$72.9M+175,506Timeline
Scheer, Rowlett & Associates Investment…607,701$67.4M4.36%+44,61813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.594,559$65.8M<0.01%-27,90813F-HRTimelineGroup
Hillsdale Investment Management Inc.552,939$61.3M2.26%-87,34513F-HRTimeline
TIAAgroup of 2 filers holding545,784$60.4M-5,403Timeline
AVIVA PLCin group AVIVA PLC544,477$60.3M0.12%+34,06513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP525,348$58.1M0.01%-45,45013F-HRTimelineGroup
Korea Investment CORP515,064$57M0.13%+55,84813F-HRTimeline
Value Partners Investments Inc.506,862$56.1M4.38%-1,27313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC492,128$54.4M0.02%-1,08513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding470,541$52.1M-10,966Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN464,564$51.5M0.01%-19813F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co433,739$48M0.08%-43,91013F-HRTimelineGroup
State of Tennessee, Department of Treas…418,739$46.3M0.17%013F-HRTimeline
Qube Research & Technologies Ltd411,108$45.5M0.06%+256,75513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC403,185$44.7M0.03%+23,04613F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…402,737$44.5M0.05%+3,87913F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP389,839$43.2M0.05%+112,37813F-HRTimelineGroup
LPL Financial LLC384,717$42.6M0.01%+32,19313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP370,818$41M0.03%-59,75013F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC368,900$40.8M0.08%+356,90013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC367,683$40.7M0.03%+135,93113F-HRTimelineGroup
Guardian Partners Inc.343,237$38.9M3.5%-6,67613F-HRTimeline
APG Asset Management N.V.in group APG Asset Management N.V.406,500$38.3M0.11%+9,40013F-HRTimelineGroup
OMERS ADMINISTRATION Corp327,055$36.2M0.28%+107,10013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…306,939$33.9M0.08%+1,01813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…303,168$33.5M0.04%+43,31613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC271,989$30.1M0.05%+111,23213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP244,760$27.1M0.03%+2,24813F-HRTimelineGroup
FORSTA AP-FONDEN241,400$26.7M0.18%+33,00013F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …231,550$25.7M0.87%-59,52013F-HRTimelineGroup
Rempart Asset Management Inc.220,625$24.4M4.69%-3,21813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC205,895$22.8M0.03%+160,70013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC196,731$21.8M0.01%+28013F-HRTimelineGroup
MONTRUSCO BOLTON INVESTMENTS INC.193,890$21.4M0.24%-48,42313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC191,843$21.2M0.02%+64,37013F-HR/ATimelineGroup
Cardinal Point Capital Management ULC182,403$20.2M1.6%-97513F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC171,290$18.9M0.07%-316,53613F-HRTimeline
CANERECTOR INC125,000$18.9M10.7%013F-HRTimeline
AXA S.A.in group AXA S.A.168,961$18.7M0.05%+56,39113F-HRTimelineGroup
Northwest & Ethical Investments L.P.159,042$17.6M0.44%-43,59713F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC155,674$17.2M0.16%+51,42013F-HRTimeline
Lansforsakringar Fondforvaltning AB (pu…154,124$17M0.1%-8,37213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC152,320$16.9M0.12%-5,72313F-HRTimeline
DekaBank Deutsche Girozentrale144,747$15.8M0.03%-16013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.105,572$15.8M4.36%+23,85013F-HRTimeline
Investment Management Corp of Ontario140,377$15.5M0.23%-1,64313F-HRTimeline
Mn Services Vermogensbeheer B.V.139,100$15.4M0.11%+4,20013F-HRTimeline
Varma Mutual Pension Insurance Co137,229$15.2M0.11%-8,60013F-HRTimeline
Generali Asset Management SPA SGR96,224$14.5M0.33%+3,26213F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC127,777$14.1M0.04%+76,97013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.109,919$12.2M0.04%-3,60013F-HRTimelineGroup
Man Group plcin group Man Group plc110,116$12.2M0.03%+3,84613F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.109,757$12.1M0.13%-4,13213F-HRTimeline
Pinnacle Financial Partners Inc109,386$12.1M0.25%-5,62113F-HRTimeline
USS Investment Management Ltd109,149$12.1M0.07%+14413F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)108,550$12M0.05%+9,10013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…104,729$11.6M<0.01%-27,17713F-HRTimelineGroup
Campbell & CO Investment Adviser LLC104,104$11.5M0.73%new13F-HRTimeline
Triasima Portfolio Management inc.103,567$11.5M2.09%-39,50513F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…96,000$10.6M0.85%013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD68,101$10.2M0.01%+1,66813F-HRTimelineGroup
Lorne Steinberg Wealth Management Inc.92,014$10.2M2.66%+17,88313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP90,764$10M0.01%-1,31613F-HRTimelineGroup
Claret Asset Management Corp88,493$9.8M1.27%+1,07113F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…85,380$9.46M0.06%-1,80413F-HRTimelineGroup
Twin Tree Management, LP84,623$9.36M0.24%+77,58413F-HRTimeline
Utah Retirement Systems81,172$8.98M0.09%013F-HRTimeline
Maryland State Retirement & Pension Sys…68,791$7.63M0.17%+41413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,545$7.53M0.01%+7,20913F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson62,546$6.91M<0.01%-11,81713F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding61,483$6.8M+4,032Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…60,782$6.72M0.36%-34813F-HRTimeline
Avanza Fonder AB44,232$6.68M0.2%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC60,021$6.64M0.4%-177,17313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC58,548$6.48M0.01%-264,67813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp58,087$6.43M0.02%-33313F-HRTimelineGroup
Northwest Bancshares, Inc.54,810$6.06M1.06%-74613F-HRTimeline
SIG North Trading, ULC54,698$6.05M1.33%-133,93213F-HRTimeline
K.J. Harrison & Partners Inc52,488$5.81M0.96%+12,78513F-HRTimeline
Beacon Pointe Advisors, LLC52,195$5.77M0.06%+6013F-HRTimeline
ALLIANCEBERNSTEIN L.P.52,156$5.77M<0.01%-5,64413F-HRTimeline
Dana Investment Advisors, Inc.51,858$5.74M0.19%-40013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd51,021$5.64M0.23%+26,56813F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY50,983$5.64M0.7%-45013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…50,678$5.61M0.02%-15,28813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC48,745$5.39M0.23%-20,07513F-HRTimelineGroup
Creative Planningin group Creative Planning48,457$5.36M<0.01%-84713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC42,789$5.27M<0.01%-9,74413F-HRTimelineGroup
PCJ Investment Counsel Ltd.47,360$5.25M1.79%-9,51013F-HRTimeline
Mariner, LLCin group Mariner, LLC46,529$5.15M0.01%-3,13913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.46,087$5.1M0.35%+44,07513F-HRTimelineGroup
Ensign Peak Advisors, Inc43,229$4.78M0.01%-4,00013F-HRTimeline
Cetera Investment Advisers42,680$4.72M0.01%-13,19213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,355$4.69M0.01%-12,79513F-HRTimeline
Rathbones Group PLC42,114$4.66M0.02%-24013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,603$4.16M0.01%+1,26213F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE37,398$4.14M0.01%-11,02913F-HRTimelineGroup
Gulf International Bank (UK) Ltd36,863$4.09M0.14%-5,03913F-HRTimeline
Westerkirk Capital Inc.36,874$4.08M0.5%13F-HRTimeline
ROYAL LONDON ASSET MANAGEMENT LTD36,075$3.99M0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC35,078$3.88M0.01%+90713F-HRTimeline
PINNACLE ASSOCIATES LTD33,600$3.72M0.05%-2613F-HRTimeline
Vertex Planning Partners, LLC31,959$3.54M0.74%013F-HRTimeline
Harvest Portfolios Group Inc.31,656$3.51M0.08%+1,01213F-HRTimeline
DAVENPORT & Co LLC30,802$3.41M0.02%+77913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd29,703$3.29M0.06%new13F-HRTimelineGroup
HighTower Advisors, LLC29,648$3.28M<0.01%+7,42013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC29,188$3.23M<0.01%new13F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO29,011$3.21M0.11%+15,82013F-HRTimeline
Silver Lake Advisory, LLC28,381$3.14M1.34%013F-HRTimeline
Metis Global Partners, LLC27,667$3.07M0.08%+1,84813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…27,532$3.05M<0.01%+3,01413F-HRTimelineGroup
Quantinno Capital Management LP27,374$3.03M0.01%+6,55613F-HRTimeline
Ewing Morris & Co. Investment Partners …26,888$2.97M1.33%+24113F-HRTimeline
OSSIAM26,393$2.92M0.03%-26,07513F-HRTimeline
Union Bancaire Privee, UBP SA25,942$2.83M0.04%-2,00213F-HRTimeline
Corient Private Wealth LPgroup of 2 filers holding25,184$2.79M+5,267Timeline
US BANCORP \DE\in group US BANCORP \DE\24,691$2.73M<0.01%-25713F-HRTimelineGroup
Assenagon Asset Management S.A.24,668$2.73M<0.01%+4813F-HRTimeline
Janney Montgomery Scott LLC24,218$2.68M0.01%-6713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC23,986$2.65M0.07%+16913F-HRTimeline
Ilmarinen Mutual Pension Insurance Co23,701$2.62M0.02%013F-HRTimeline
Private Advisor Group, LLC22,886$2.53M0.01%+44713F-HRTimeline
QUADRANT CAPITAL GROUP LLC22,807$2.52M0.09%+2,28813F-HRTimeline
Crossmark Global Holdings, Inc.22,720$2.51M0.04%+70813F-HRTimeline
Carnegie Investment Counsel22,701$2.51M0.05%+66113F-HRTimeline
Gold Investment Management Ltd.22,427$2.49M0.94%+21013F-HRTimeline
ASR Vermogensbeheer N.V.21,855$2.42M0.03%-2,00013F-HRTimeline
Vise Technologies, Inc.21,816$2.41M0.1%13F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd20,801$2.3M0.16%+7,25113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,484$2.16M<0.01%-3,65813F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC19,044$2.11M0.04%new13F-HRTimeline
TCW GROUP INCin group TCW GROUP INC18,350$2.03M0.02%+4,32713F-HRTimelineGroup
ALGERT GLOBAL LLC18,297$2.02M0.04%-71213F-HR/ATimeline
Employees Provident Fund Board18,200$2.01M0.02%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC17,845$1.97M0.17%-12013F-HRTimeline
NorthRock Partners, LLC17,776$1.97M0.05%-37713F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,560$1.94M<0.01%+11,81813F-HRTimelineGroup
Genus Capital Management Inc.17,505$1.94M0.25%-6,66013F-HRTimeline
UniSuper Management Pty Ltd12,400$1.87M0.01%-1,60013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16,722$1.85M<0.01%+1,63513F-HRTimelineGroup
Atria Investments, Inc16,582$1.83M0.02%+64913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding16,251$1.8M-1,918Timeline
First Bank & Trust16,206$1.79M0.32%+99213F-HRTimeline
GRIES FINANCIAL LLC15,883$1.76M0.32%+42213F-HRTimeline