BMO Institutional Ownership & Shareholders
BANK OF MONTREAL (BMO) is currently held by 641 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $58.61B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Royal Bank Of Canada is currently the largest disclosed institutional shareholder of BMO tracked by InsiderSet, reporting ownership valued at approximately $9.22B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.93B, representing an estimated loss of -3.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed BMO value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Bank Of Montreal, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in BANK OF MONTREAL (BMO).
This page ranks the largest institutional BMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
641
Total Reported Value
$58.61B
Largest Holder
Royal Bank Of Canada
Largest Position
$9.22B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | 1.56% | 52,167,653 | $9,218,025,000 | $8,927,450,458 | -$290,574,542 | -3.15% | |
| Bank Of Montreal | 1.80% | 28,128,121 | $4,966,553,002 | $4,813,565,347 | -$152,987,655 | -3.08% | |
| Vanguard Capital Management Llc | 0.08% | 20,475,602 | $3,618,980,751 | $3,503,989,770 | -$114,990,981 | -3.18% | |
| Td Asset Management Inc | 2.33% | 15,233,725 | $2,691,550,904 | $2,606,947,359 | -$84,603,545 | -3.14% | |
| Cibc World Market Inc. | 3.69% | 12,410,915 | $2,191,647,808 | $2,123,879,884 | -$67,767,924 | -3.09% | |
| Fil Ltd | 1.57% | 12,329,093 | $2,179,117,746 | $2,109,877,685 | -$69,240,061 | -3.18% | |
| National Bank Of Canada | 1.61% | 10,405,423 | $1,835,977,875 | $1,780,680,038 | -$55,297,837 | -3.01% | |
| Fmr Llc | 0.07% | 9,527,449 | $1,683,930,405 | $1,630,432,347 | -$53,498,058 | -3.18% | |
| 1832 Asset Management L.P. | 2.02% | 9,303,809 | $1,643,983,050 | $1,592,160,834 | -$51,822,216 | -3.15% | |
| Norges Bank | 0.15% | 8,796,707 | $1,553,272,958 | $1,505,380,469 | -$47,892,489 | -3.08% | |
| Geode Capital Management, Llc | 0.08% | 7,973,622 | $1,456,914,130 | $1,364,525,933 | -$92,388,197 | -6.34% | |
| Mackenzie Financial Corp | 1.51% | 8,282,281 | $1,384,569,308 | $1,417,346,748 | +$32,777,440 | +2.37% | |
| Canada Pension Plan Investment Board | 0.71% | 7,256,202 | $1,281,219,997 | $1,241,753,848 | -$39,466,149 | -3.08% | |
| Cibc Asset Management Inc | 2.63% | 6,747,985 | $1,197,389,349 | $1,154,782,673 | -$42,606,676 | -3.56% | |
| Vanguard Fiduciary Trust Co | 0.24% | 6,264,886 | $1,107,293,541 | $1,072,109,941 | -$35,183,600 | -3.18% | |
| Td Waterhouse Canada Inc. | 2.75% | 6,371,237 | $1,057,374,147 | $1,090,309,788 | +$32,935,641 | +3.11% | |
| Toronto Dominion Bank | 1.66% | 5,632,710 | $994,536,170 | $963,925,662 | -$30,610,508 | -3.08% | |
| Vanguard Global Advisers, Llc | 0.45% | 5,426,252 | $959,068,336 | $928,594,505 | -$30,473,831 | -3.18% | |
| Caisse De Depot Et Placement Du Quebec | 1.36% | 5,419,567 | $957,549,152 | $927,450,501 | -$30,098,651 | -3.14% | |
| Bank Of Nova Scotia | 1.39% | 5,205,604 | $920,001,946 | $890,835,013 | -$29,166,933 | -3.17% | |
| Legal & General Group Plc | 0.16% | 4,212,134 | $744,213,822 | $720,822,491 | -$23,391,331 | -3.14% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 1.05% | 4,174,425 | $737,112,231 | $714,369,350 | -$22,742,881 | -3.09% | |
| Connor, Clark & Lunn Investment Management Ltd. | 1.28% | 3,839,476 | $677,073,735 | $657,049,528 | -$20,024,207 | -2.96% | |
| Dimensional Fund Advisors Lp | 0.12% | 3,659,355 | $646,602,717 | $626,225,421 | -$20,377,296 | -3.15% | |
| Federation Des Caisses Desjardins Du Quebec | 1.81% | 3,374,200 | $593,743,202 | $577,426,846 | -$16,316,356 | -2.75% | |
| Scotia Capital Inc. | 2.20% | 3,334,549 | $587,788,304 | $570,641,370 | -$17,146,934 | -2.92% | |
| Fiera Capital Corp | 2.06% | 3,214,287 | $567,092,702 | $550,060,934 | -$17,031,768 | -3.00% | |
| Jpmorgan Chase & Co | 0.03% | 3,145,509 | $553,861,288 | $538,290,955 | -$15,570,333 | -2.81% | |
| Morgan Stanley | 0.03% | 2,902,505 | $512,872,991 | $496,705,681 | -$16,167,310 | -3.15% | |
| Beutel, Goodman & Co Ltd. | 3.50% | 2,695,594 | $476,266,000 | $461,297,001 | -$14,968,999 | -3.14% | |
| Goldman Sachs Group Inc | 0.05% | 2,545,917 | $449,863,467 | $435,682,776 | -$14,180,691 | -3.15% | |
| Manufacturers Life Insurance Company, The | 0.33% | 2,361,978 | $416,644,603 | $404,205,295 | -$12,439,308 | -2.99% | |
| Charles Schwab Investment Management Inc | 0.05% | 2,080,308 | $367,556,515 | $356,003,108 | -$11,553,407 | -3.14% | |
| Massachusetts Financial Services Co | 0.10% | 1,300,991 | $324,844,490 | $222,638,590 | -$102,205,900 | -31.46% | |
| Vanguard Asset Management, Ltd | 0.19% | 1,600,956 | $282,962,569 | $273,971,600 | -$8,990,969 | -3.18% | |
| Bessemer Group Inc | 0.36% | 1,469,398 | $259,315,000 | $251,458,080 | -$7,856,920 | -3.03% | |
| Letko, Brosseau & Associates Inc | 3.73% | 1,426,775 | $252,087,887 | $244,164,006 | -$7,923,881 | -3.14% | |
| Deutsche Bank Ag\ | 0.07% | 1,334,415 | $235,791,130 | $228,358,439 | -$7,432,691 | -3.15% | |
| British Columbia Investment Management Corp | 1.41% | 1,271,498 | $224,507,072 | $217,591,453 | -$6,915,619 | -3.08% | |
| Newport Trust Company, Llc | 0.54% | 1,259,908 | $222,625,744 | $215,608,056 | -$7,017,688 | -3.15% | |
| Omers Administration Corp | 1.30% | 1,230,715 | $217,447,280 | $210,612,258 | -$6,835,022 | -3.14% | |
| Invesco Ltd. | 0.02% | 1,203,872 | $212,724,119 | $206,018,615 | -$6,705,504 | -3.15% | |
| Acadian Asset Management Llc | 0.25% | 1,197,679 | $211,591,000 | $204,958,807 | -$6,632,193 | -3.13% | |
| Public Sector Pension Investment Board | 0.55% | 1,177,353 | $207,883,988 | $201,480,419 | -$6,403,569 | -3.08% | |
| Clearbridge Investments, Llc | 0.17% | 1,153,825 | $202,461,670 | $197,454,072 | -$5,007,598 | -2.47% | |
| Barclays Plc | 0.06% | 1,084,437 | $191,620,019 | $185,579,704 | -$6,040,315 | -3.15% | |
| Mufg Securities (Canada), Ltd. | 4.72% | 991,466 | $174,957,219 | $169,669,577 | -$5,287,642 | -3.02% | |
| Aviso Financial Inc. | 5.98% | 973,584 | $171,998,238 | $166,609,430 | -$5,388,808 | -3.13% | |
| Ubs Group Ag | 0.03% | 953,638 | $168,507,835 | $163,196,071 | -$5,311,764 | -3.15% | |
| Picton Mahoney Asset Management | 1.54% | 945,606 | $166,714,814 | $161,821,555 | -$4,893,259 | -2.94% |
Frequently asked questions about BMO
Who are the largest institutional holders of BMO?
The largest institutional holders of BMO reported in the latest SEC Form 13F filings include Royal Bank Of Canada, Bank Of Montreal, Vanguard Capital Management Llc, Td Asset Management Inc, and Cibc World Market Inc.. InsiderSet ranks institutional holders by their latest reported BMO position.
What is BMO institutional ownership?
This page tracks BMO positions reported by institutional investment managers through SEC Form 13F. BANK OF MONTREAL (BMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BMO?
InsiderSet currently tracks 641 institutional managers reporting BMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BMO shareholders.
How much BMO stock do institutions own?
Institutional investment managers disclosed approximately $58.61B in BMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BMO institutional ownership last updated?
The latest BMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BMO position after the reporting date.
Are institutions buying or selling BMO?
Institutional buying and selling can be analyzed by comparing BMO positions across consecutive 13F reporting periods. InsiderSet's BMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BMO ownership changes.
How has BMO institutional ownership changed over time?
InsiderSet tracks BMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.