BMOBank of Montreal

$172.90

Who owns BMO

616 institutions reported holding BMO for 2026Q1, together 46% of the company, more than the 597 a quarter earlier.

616

Institutions reporting a position · as of 2026Q1 · up from 597 the quarter before

Shares held by institutions
326.5M

Shares held by institutions · 46% of the company · long US equity positions only, as reported on Form 13F

Reported value
$44.3B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
21%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
68
Positions exited
53
Added to
188
Reduced
188
Top 10 holdersof the company
27%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q1616326.5M$44.3B
2025Q4597330.1M$43.1B
2025Q3568341.6M$44.6B
2025Q2553348.9M$38.6B
2025Q1545344.4M$33.0B
2024Q4527343.4M$33.2B
2024Q3464340.6M$30.8B
2024Q2471351.9M$29.5B
2024Q1483348.2M$34.1B
2023Q4482341.5M$33.9B
2023Q3451334.9M$28.3B
2023Q2464328.2M$29.7B
2023Q1461323.8M$28.9B
2022Q4471322.5M$29.2B
2022Q3450299.7M$26.4B
2022Q2478293.2M$28.3B
Largest reported holders, 2026Q1
HolderShares% of companyValue
ROYAL BANK OF CANADA52.6M7.4%$7.12B
VANGUARD GROUP INC33.3M4.7%$4.51B
BANK OF MONTREAL /CAN/28.0M4.0%$3.79B
TD Asset Management Inc19.1M2.7%$2.58B
CIBC WORLD MARKET INC.13.2M1.9%$1.79B
FIL Ltd11.5M1.6%$1.56B
NATIONAL BANK OF CANADA /FI/10.8M1.5%$1.45B
1832 Asset Management L.P.9.6M1.4%$1.30B
MACKENZIE FINANCIAL CORP8.6M1.2%$1.16B
GEODE CAPITAL MANAGEMENT LLC7.3M1.0%$1.02B

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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