BMO Institutional Ownership
Bank of Montreal
1W: +2.8%
1M: +0.6%
3M: -1.1%
YTD: +33.3%
1Y: +40.5%
3Y: +152.7%
5Y: +97.5%
$172.13
+1.65 (+0.97%)
Pre-Market: $161.87 (-10.26, -5.96%)
Weekly Expected Move ±2.5%
$161
$165
$169
$173
$178
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $1.81B held by 574 funds, 44 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — BMO
734
Institutional Holders
+38 vs prior quarter
0.0%
Ownership
+0.00pp
$60B
Total Invested
94
New Positions
211
Increased
279
Reduced
65
Closed
1.30
Put/Call Ratio
Ownership Trends
Top Institutional Holders (764 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 52,167,653 | $9.0B | -430,389 | -0.8% | 87Q | SEC ↗ |
| 2 | BANK OF MONTREAL /CAN | 28,128,121 | $4.8B | +130,783 | +0.5% | 53Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 20,475,602 | $3.5B | +194,762 | +1.0% | 2Q | SEC ↗ |
| 4 | TD Asset Management Inc | 15,233,725 | $2.6B | -3,852,876 | -20.2% | 67Q | SEC ↗ |
| 5 | CIBC WORLD MARKET INC. | 12,410,915 | $2.1B | -774,883 | -5.9% | 57Q | SEC ↗ |
| 6 | FIL Ltd | 12,329,093 | $2.1B | +834,860 | +7.3% | 33Q | SEC ↗ |
| 7 | NATIONAL BANK OF CANADA /FI | 10,405,423 | $1.8B | -354,875 | -3.3% | 19Q | SEC ↗ |
| 8 | FMR LLC | 9,527,449 | $1.6B | +2,234,256 | +30.6% | 110Q | SEC ↗ |
| 9 | 1832 Asset Management L.P. | 9,303,809 | $1.6B | -296,120 | -3.1% | 82Q | SEC ↗ |
| 10 | NORGES BANK NEW | 8,796,707 | $1.5B | — | +0.0% | 1Q | SEC ↗ |
| 11 | MACKENZIE FINANCIAL CORP | 8,547,687 | $1.5B | -34,501 | -0.4% | 41Q | SEC ↗ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 7,973,622 | $1.4B | +661,553 | +9.0% | 39Q | SEC ↗ |
| 13 | CANADA PENSION PLAN INVESTMENT BOARD | 7,256,202 | $1.2B | +1,017,326 | +16.3% | 42Q | SEC ↗ |
| 14 | CIBC Asset Management Inc | 6,747,985 | $1.2B | -32,333 | -0.5% | 72Q | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 6,350,903 | $1.1B | +123,387 | +2.0% | 10Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO | 6,264,886 | $1.1B | +29,196 | +0.5% | 2Q | SEC ↗ |
| 17 | TORONTO DOMINION BANK | 5,632,710 | $970M | -564,683 | -9.1% | 47Q | SEC ↗ |
| 18 | Vanguard Global Advisers, LLC | 5,426,252 | $934M | +441,974 | +8.9% | 2Q | SEC ↗ |
| 19 | Caisse de depot et placement du Quebec | 5,419,567 | $933M | — | +0.0% | 16Q | SEC ↗ |
| 20 | BANK OF NOVA SCOTIA | 5,205,604 | $896M | +173,121 | +3.4% | 15Q | SEC ↗ |
| 21 | Legal & General Group Plc | 4,212,134 | $725M | -391,017 | -8.5% | 27Q | SEC ↗ |
| 22 | HEALTHCARE OF ONTARIO PENSION PLAN TRU | 4,174,425 | $719M | +678,753 | +19.4% | 13Q | SEC ↗ |
| 23 | Connor, Clark & Lunn Investment Manage | 3,839,476 | $661M | +1,749,052 | +83.7% | 50Q | SEC ↗ |
| 24 | DIMENSIONAL FUND ADVISORS LP | 3,659,355 | $630M | -29,289 | -0.8% | 60Q | SEC ↗ |
| 25 | Federation des caisses Desjardins du Q | 3,374,200 | $581M | -624,680 | -15.6% | 38Q | SEC ↗ |
| 26 | SCOTIA CAPITAL INC. | 3,334,549 | $574M | -127,169 | -3.7% | 24Q | SEC ↗ |
| 27 | Fiera Capital Corp | 3,214,287 | $553M | -272,333 | -7.8% | 60Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 3,145,509 | $541M | -670,061 | -17.6% | 95Q | SEC ↗ |
| 29 | MORGAN STANLEY | 2,902,505 | $500M | +698,892 | +31.7% | 60Q | SEC ↗ |
| 30 | Beutel, Goodman & Co Ltd. | 2,695,594 | $464M | -406,274 | -13.1% | 35Q | SEC ↗ |
| 31 | GOLDMAN SACHS GROUP INC | 2,545,917 | $438M | -42,904 | -1.7% | 15Q | SEC ↗ |
| 32 | MANUFACTURERS LIFE INSURANCE COMPANY, | 2,361,978 | $407M | -72,867 | -3.0% | 89Q | SEC ↗ |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,080,308 | $358M | +76,329 | +3.8% | 9Q | SEC ↗ |
| 34 | Sixth Street Partners Management Compa NEW | 2,080,308 | $358M | — | +0.0% | 1Q | SEC ↗ |
| 35 | VANGUARD ASSET MANAGEMENT, Ltd | 1,600,956 | $276M | +170,672 | +11.9% | 2Q | SEC ↗ |
| 36 | BESSEMER GROUP INC | 1,469,398 | $253M | +1,427,492 | +3406.4% | 27Q | SEC ↗ |
| 37 | LETKO, BROSSEAU & ASSOCIATES INC | 1,426,775 | $246M | -153,255 | -9.7% | 71Q | SEC ↗ |
| 38 | DEUTSCHE BANK AG | 1,334,415 | $230M | +31,851 | +2.4% | 52Q | SEC ↗ |
| 39 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,300,991 | $224M | -50,323 | -3.7% | 50Q | SEC ↗ |
| 40 | BRITISH COLUMBIA INVESTMENT MANAGEMENT | 1,271,498 | $219M | +383,861 | +43.2% | 49Q | SEC ↗ |
| 41 | Newport Trust Company, LLC | 1,259,908 | $217M | -37,457 | -2.9% | 35Q | SEC ↗ |
| 42 | OMERS ADMINISTRATION Corp | 1,230,715 | $212M | +10,060 | +0.8% | 44Q | SEC ↗ |
| 43 | Amundi | 1,215,809 | $209M | +110,766 | +10.0% | 21Q | SEC ↗ |
| 44 | Invesco Ltd. | 1,203,872 | $207M | -502,412 | -29.4% | 77Q | SEC ↗ |
| 45 | ACADIAN ASSET MANAGEMENT LLC | 1,197,679 | $206M | +2,398 | +0.2% | 25Q | SEC ↗ |
| 46 | Public Sector Pension Investment Board | 1,177,353 | $203M | +61,840 | +5.5% | 78Q | SEC ↗ |
| 47 | Clearbridge Investments, LLC | 1,153,825 | $199M | +21,665 | +1.9% | 11Q | SEC ↗ |
| 48 | BARCLAYS PLC | 1,084,437 | $187M | -495,291 | -31.4% | 67Q | SEC ↗ |
| 49 | Cardinal Capital Management, Inc. | 999,266 | $172M | -5,261 | -0.5% | 49Q | SEC ↗ |
| 50 | MUFG SECURITIES (CANADA), LTD. | 991,466 | $171M | -56,101 | -5.4% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 8,796,707 | $1.5B |
| Sixth Street Partners Management Co | 2,080,308 | $358M |
| Polar Asset Management Partners Inc | 449,680 | $77M |
| Nykredit A/S | 150,735 | $26M |
| Jupiter Topco LLC | 61,227 | $11M |
| AustralianSuper Pty Ltd | 56,745 | $10M |
| SIG North Trading, ULC | 48,961 | $8M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 44,397 | $8M |
| MANNING & NAPIER ADVISORS LLC | 34,938 | $6M |
| Ethic Inc. | 27,281 | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 26,266 | $5M |
| Capital World Investors | 26,072 | $4M |
| Fideuram Asset Management (Ireland) | 25,229 | $4M |
| Quantbot Technologies LP | 24,489 | $4M |
| Entropy Technologies, LP | 15,576 | $3M |
| Schonfeld Strategic Advisors LLC | 7,549 | $1M |
| Brevan Howard Capital Management LP | 5,265 | $906K |
| Fullerton Fund Management Co Ltd. | 4,400 | $757K |
| Drake & Associates, LLC | 3,716 | $640K |
| GROUP ONE TRADING LLC | 3,371 | $580K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MAN | 406,135 | $70M |
| Skandinaviska Enskilda Banken AB (p | 167,739 | $29M |
| RENAISSANCE TECHNOLOGIES LLC | 164,995 | $28M |
| PBU - The Pension Fund of Early Chi | 152,951 | $26M |
| FNY Investment Advisers, LLC | 104,200 | $18M |
| PEAK6 LLC | 43,616 | $8M |
| Y-Intercept (Hong Kong) Ltd | 43,209 | $7M |
| Erste Asset Management GmbH | 30,300 | $5M |
| Sciencast Management LP | 27,367 | $5M |
| SUSQUEHANNA ADVISORS GROUP, INC. | 23,900 | $4M |
| Ilmarinen Mutual Pension Insurance | 23,701 | $4M |
| Murchinson Ltd. | 20,046 | $3M |
| Numerai GP LLC | 19,832 | $3M |
| TABR Capital Management, LLC | 18,858 | $3M |
| Vise Technologies, Inc. | 17,151 | $3M |
| Trexquant Investment LP | 14,799 | $3M |
| CenterBook Partners LP | 14,048 | $2M |
| PRINCIPAL FINANCIAL GROUP INC | 13,700 | $2M |
| Dynamic Technology Lab Private Ltd | 11,470 | $2M |
| Magnetar Financial LLC | 11,373 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +2,234,256 | +30.6% | 9,527,449 |
| Connor, Clark & Lunn Investment Man | +1,749,052 | +83.7% | 3,839,476 |
| BESSEMER GROUP INC | +1,427,492 | +3406.4% | 1,469,398 |
| CANADA PENSION PLAN INVESTMENT BOAR | +1,017,326 | +16.3% | 7,256,202 |
| FIL Ltd | +834,860 | +7.3% | 12,329,093 |
| PICTON MAHONEY ASSET MANAGEMENT | +707,670 | +297.4% | 945,606 |
| MORGAN STANLEY | +698,892 | +31.7% | 2,902,505 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +678,753 | +19.4% | 4,174,425 |
| GEODE CAPITAL MANAGEMENT, LLC | +661,553 | +9.0% | 7,973,622 |
| TWO SIGMA INVESTMENTS, LP | +490,038 | +2247.9% | 511,838 |
| Vanguard Global Advisers, LLC | +441,974 | +8.9% | 5,426,252 |
| BRITISH COLUMBIA INVESTMENT MANAGEM | +383,861 | +43.2% | 1,271,498 |
| INTACT INVESTMENT MANAGEMENT INC. | +237,280 | +60.9% | 626,785 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | +198,600 | +222.9% | 287,700 |
| VANGUARD CAPITAL MANAGEMENT LLC | +194,762 | +1.0% | 20,475,602 |
| BANK OF NOVA SCOTIA | +173,121 | +3.4% | 5,205,604 |
| VANGUARD ASSET MANAGEMENT, Ltd | +170,672 | +11.9% | 1,600,956 |
| CIDEL ASSET MANAGEMENT INC | +163,407 | +125.1% | 294,015 |
| APG Asset Management N.V. | +139,255 | +37.7% | 508,694 |
| UBS Group AG | +136,632 | +16.7% | 953,638 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TD Asset Management Inc | -3,852,876 | -20.2% | 15,233,725 |
| BANK OF AMERICA CORP /DE | -1,042,643 | -63.9% | 588,633 |
| VAN ECK ASSOCIATES CORP | -785,678 | -94.9% | 42,505 |
| CIBC WORLD MARKET INC. | -774,883 | -5.9% | 12,410,915 |
| JPMORGAN CHASE & CO | -670,061 | -17.6% | 3,145,509 |
| Federation des caisses Desjardins d | -624,680 | -15.6% | 3,374,200 |
| TORONTO DOMINION BANK | -564,683 | -9.1% | 5,632,710 |
| FEDERATED HERMES, INC. | -555,813 | -91.9% | 48,739 |
| Invesco Ltd. | -502,412 | -29.4% | 1,203,872 |
| BARCLAYS PLC | -495,291 | -31.4% | 1,084,437 |
| ROYAL BANK OF CANADA | -430,389 | -0.8% | 52,167,653 |
| Beutel, Goodman & Co Ltd. | -406,274 | -13.1% | 2,695,594 |
| Legal & General Group Plc | -391,017 | -8.5% | 4,212,134 |
| NATIONAL BANK OF CANADA /FI | -354,875 | -3.3% | 10,405,423 |
| 1832 Asset Management L.P. | -296,120 | -3.1% | 9,303,809 |
| Fiera Capital Corp | -272,333 | -7.8% | 3,214,287 |
| RAYMOND JAMES FINANCIAL INC | -233,330 | -72.0% | 90,897 |
| WELLS FARGO & COMPANY/MN | -232,277 | -80.0% | 58,018 |
| ENVESTNET ASSET MANAGEMENT INC | -203,437 | -75.2% | 67,031 |
| Value Partners Investments Inc. | -200,910 | -45.6% | 239,642 |