BANK OF MONTREAL (BMO) Institutional Ownership Changes & 13F Activity

BANK OF MONTREAL (BMO) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, Mairs & Power Growth Fund, and Vulcan Value Partners.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy4616,384$864,034
Q4 2025Renaissance Technologies LLCSell-82,800164,995$21,414,701
Q4 2025Sequoia Financial AdvisorsBuy2535,923$768,705
Q3 2025Renaissance Technologies LLCBuy41,900247,795$32,275,299
Q3 2025Sequoia Financial AdvisorsBuy1,3985,670$738,537
Q2 2025Renaissance Technologies LLCBuy160,700205,895$22,778,164
Q2 2025Sequoia Financial AdvisorsBuy4754,272$472,612
Q2 2025Mairs & Power Growth FundSell-1006,746$746,310
Q1 2025Renaissance Technologies LLCSell-58,20545,195$4,316,574
Q1 2025Sequoia Financial AdvisorsBuy1963,797$362,652
Q4 2024Mairs & Power Growth FundSell-1,0006,846$664,404
Q4 2024Sequoia Financial AdvisorsBuy3373,601$349,478
Q3 2024Mairs & Power Growth FundSell-1,1547,846$707,709
Q3 2024Sequoia Financial AdvisorsSell-3163,264$294,413
Q2 2024Sequoia Financial AdvisorsBuy1513,580$300,183
Q1 2024Renaissance Technologies LLCSell-330,395103,400$10,102
Q1 2024Sequoia Financial AdvisorsBuy3273,429$334,945
Q4 2023Sequoia Financial AdvisorsSell-1,0303,102$306,913
Q3 2023Sequoia Financial AdvisorsBuy1,3054,132$348,617
Q2 2023Sequoia Financial AdvisorsSell-7252,827$255,307
Q1 2023Sequoia Financial AdvisorsBuy3643,552$316,519
Q4 2022Renaissance Technologies LLCBuy428,495433,795$39,308
Q4 2022Sequoia Financial AdvisorsBuy9023,188$288,833
Q3 2022Renaissance Technologies LLCSell-173,8005,300$464
Q3 2022Mairs & Power Growth FundBuy5,4279,000$789
Q2 2022Renaissance Technologies LLCSell-87,395179,100$17,224
Q2 2022Sequoia Financial AdvisorsBuy3782,286$220
Q1 2022Renaissance Technologies LLCBuy58,600266,495$31,438
Q1 2022Sequoia Financial AdvisorsBuy1,9081,908$225
Q4 2021Renaissance Technologies LLCSell-41,000207,895$22,394

Frequently asked questions about BMO activity

  • Which institutional owners are buying BMO?

    Institutional owners buying BMO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BMO activity?

    "Buy" means an investor increased their reported position in BMO compared to the prior reporting period. This reflects growing exposure to BANK OF MONTREAL (BMO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BMO increasing?

    Institutional interest in BMO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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