BANK OF MONTREAL (BMO) Institutional Shareholders
BANK OF MONTREAL (BMO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $59.56B in BMO holdings during the latest filing period.
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 $9.07B, representing an estimated loss of -1.65% 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
645
Total Reported Value
$59.56B
Largest Holder
Royal Bank Of Canada
Largest Position
$9.22B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | $9,066,216,415 | -$151,808,585 | -1.65% | |
| Bank Of Montreal | 1.80% | 28,128,121 | $4,966,553,002 | $4,888,386,149 | -$78,166,853 | -1.57% | |
| Vanguard Capital Management Llc | 0.08% | 20,475,602 | $3,618,980,751 | $3,558,454,872 | -$60,525,879 | -1.67% | |
| Td Asset Management Inc | 2.33% | 15,233,725 | $2,691,550,904 | $2,647,469,068 | -$44,081,836 | -1.64% | |
| Cibc World Market Inc. | 3.69% | 12,410,915 | $2,191,647,808 | $2,156,892,918 | -$34,754,890 | -1.59% | |
| Fil Ltd | 1.57% | 12,329,093 | $2,179,117,746 | $2,142,673,072 | -$36,444,674 | -1.67% | |
| Mackenzie Financial Corp | 2.14% | 8,547,687 | $2,142,648,700 | $1,485,502,524 | -$657,146,176 | -30.67% | |
| National Bank Of Canada | 1.61% | 10,405,423 | $1,835,977,875 | $1,808,358,463 | -$27,619,412 | -1.50% | |
| Fmr Llc | 0.07% | 9,527,449 | $1,683,930,405 | $1,655,775,362 | -$28,155,043 | -1.67% | |
| 1832 Asset Management L.P. | 2.02% | 9,303,809 | $1,643,983,050 | $1,616,908,966 | -$27,074,084 | -1.65% | |
| Norges Bank | 0.15% | 8,796,707 | $1,553,272,958 | $1,528,779,710 | -$24,493,248 | -1.58% | |
| Geode Capital Management, Llc | 0.08% | 7,973,622 | $1,456,914,130 | $1,385,735,767 | -$71,178,363 | -4.89% | |
| Canada Pension Plan Investment Board | 0.71% | 7,256,202 | $1,281,219,997 | $1,261,055,346 | -$20,164,651 | -1.57% | |
| Cibc Asset Management Inc | 2.63% | 6,747,985 | $1,197,389,349 | $1,172,732,313 | -$24,657,036 | -2.06% | |
| Td Waterhouse Canada Inc. | 2.97% | 6,350,903 | $1,128,679,837 | $1,103,723,432 | -$24,956,405 | -2.21% | |
| Vanguard Fiduciary Trust Co | 0.24% | 6,264,886 | $1,107,293,541 | $1,088,774,538 | -$18,519,003 | -1.67% | |
| Toronto Dominion Bank | 1.66% | 5,632,710 | $994,536,170 | $978,908,671 | -$15,627,499 | -1.57% | |
| Vanguard Global Advisers, Llc | 0.45% | 5,426,252 | $959,068,336 | $943,028,335 | -$16,040,001 | -1.67% | |
| Caisse De Depot Et Placement Du Quebec | 1.36% | 5,419,567 | $957,549,152 | $941,866,549 | -$15,682,603 | -1.64% | |
| Bank Of Nova Scotia | 1.39% | 5,205,604 | $920,001,946 | $904,681,919 | -$15,320,027 | -1.67% | |
| Legal & General Group Plc | 0.16% | 4,212,134 | $744,213,822 | $732,026,768 | -$12,187,054 | -1.64% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 1.05% | 4,174,425 | $737,112,231 | $725,473,321 | -$11,638,910 | -1.58% | |
| Connor, Clark & Lunn Investment Management Ltd. | 1.28% | 3,839,476 | $677,073,735 | $667,262,534 | -$9,811,201 | -1.45% | |
| Dimensional Fund Advisors Lp | 0.12% | 3,659,355 | $646,602,717 | $635,959,305 | -$10,643,412 | -1.65% | |
| Federation Des Caisses Desjardins Du Quebec | 1.81% | 3,374,200 | $593,743,202 | $586,402,218 | -$7,340,984 | -1.24% | |
| Scotia Capital Inc. | 2.20% | 3,334,549 | $587,788,304 | $579,511,271 | -$8,277,033 | -1.41% | |
| Fiera Capital Corp | 2.06% | 3,214,287 | $567,092,702 | $558,610,938 | -$8,481,764 | -1.50% | |
| Jpmorgan Chase & Co | 0.03% | 3,145,509 | $553,861,288 | $546,658,009 | -$7,203,279 | -1.30% | |
| Morgan Stanley | 0.03% | 2,902,505 | $512,872,991 | $504,426,344 | -$8,446,647 | -1.65% | |
| Beutel, Goodman & Co Ltd. | 3.50% | 2,695,594 | $476,266,000 | $468,467,281 | -$7,798,719 | -1.64% | |
| Goldman Sachs Group Inc | 0.05% | 2,545,917 | $449,863,467 | $442,454,915 | -$7,408,552 | -1.65% | |
| Manufacturers Life Insurance Company, The | 0.33% | 2,361,978 | $416,644,603 | $410,488,157 | -$6,156,446 | -1.48% | |
| Charles Schwab Investment Management Inc | 0.05% | 2,080,308 | $367,556,515 | $361,536,727 | -$6,019,788 | -1.64% | |
| Massachusetts Financial Services Co | 0.10% | 1,300,991 | $324,844,490 | $226,099,226 | -$98,745,264 | -30.40% | |
| Vanguard Asset Management, Ltd | 0.19% | 1,600,956 | $282,962,569 | $278,230,143 | -$4,732,426 | -1.67% | |
| Bessemer Group Inc | 0.36% | 1,469,398 | $259,315,000 | $255,366,678 | -$3,948,322 | -1.52% | |
| Letko, Brosseau & Associates Inc | 3.73% | 1,426,775 | $252,087,887 | $247,959,227 | -$4,128,660 | -1.64% | |
| Deutsche Bank Ag\ | 0.07% | 1,334,415 | $235,791,130 | $231,907,983 | -$3,883,147 | -1.65% | |
| British Columbia Investment Management Corp | 1.41% | 1,271,498 | $224,507,072 | $220,973,637 | -$3,533,435 | -1.57% | |
| Newport Trust Company, Llc | 0.54% | 1,259,908 | $222,625,744 | $218,959,411 | -$3,666,333 | -1.65% | |
| Omers Administration Corp | 1.30% | 1,230,715 | $217,447,280 | $213,885,960 | -$3,561,320 | -1.64% | |
| Invesco Ltd. | 0.02% | 1,203,872 | $212,724,119 | $209,220,915 | -$3,503,204 | -1.65% | |
| Acadian Asset Management Llc | 0.25% | 1,197,679 | $211,591,000 | $208,144,633 | -$3,446,367 | -1.63% | |
| Public Sector Pension Investment Board | 0.55% | 1,177,353 | $207,883,988 | $204,612,178 | -$3,271,810 | -1.57% | |
| Clearbridge Investments, Llc | 0.17% | 1,153,825 | $202,461,670 | $200,523,247 | -$1,938,423 | -0.96% | |
| Barclays Plc | 0.06% | 1,084,437 | $191,620,019 | $188,464,306 | -$3,155,713 | -1.65% | |
| Cardinal Capital Management, Inc. | 4.26% | 999,266 | $176,267,018 | $173,662,438 | -$2,604,580 | -1.48% | |
| Mufg Securities (Canada), Ltd. | 4.72% | 991,466 | $174,957,219 | $172,306,876 | -$2,650,343 | -1.51% | |
| Aviso Financial Inc. | 5.98% | 973,584 | $171,998,238 | $169,199,163 | -$2,799,075 | -1.63% | |
| Ubs Group Ag | 0.03% | 953,638 | $168,507,835 | $165,732,748 | -$2,775,087 | -1.65% |
Frequently asked questions about BMO
Who owns the most BMO stock?
The largest holders of BMO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BANK OF MONTREAL (BMO).
Is BMO widely held by superinvestors?
Many widely followed stocks like BMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BMO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.