Who Holds Bank of Montreal /can/ (BMO)? 654 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 654 holders, $58.9 billion in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 52,167,653 | $9.2 billion | -1% | 13F |
| BANK OF MONTREAL /CAN/ | 28,128,121 | $5.0 billion | +0% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,475,602 | $3.6 billion | +1% | 13F |
| TD Asset Management Inc | 15,233,725 | $2.7 billion | -20% | 13F |
| CIBC WORLD MARKET INC. | 12,410,915 | $2.2 billion | -6% | 13F |
| FIL Ltd | 12,329,093 | $2.2 billion | +7% | 13F |
| MACKENZIE FINANCIAL CORP | 8,547,687 | $2.1 billion | 0% | 13F |
| NATIONAL BANK OF CANADA /FI/ | 10,405,423 | $1.8 billion | -3% | 13F |
| FMR LLC | 9,527,449 | $1.7 billion | +31% | 13F |
| 1832 Asset Management L.P. | 9,303,809 | $1.6 billion | -3% | 13F |
| NORGES BANK | 8,796,707 | $1.6 billion | New | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 7,973,622 | $1.5 billion | +9% | 13F |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,256,202 | $1.3 billion | +16% | 13F |
| CIBC Asset Management Inc | 6,747,985 | $1.2 billion | 0% | 13F |
| TD Waterhouse Canada Inc. | 6,350,903 | $1.1 billion | +2% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 6,264,886 | $1.1 billion | +0% | 13F |
| TORONTO DOMINION BANK | 5,632,710 | $995 million | -9% | 13F |
| Vanguard Global Advisers, LLC | 5,426,252 | $959 million | +9% | 13F |
| Caisse de depot et placement du Quebec | 5,419,567 | $958 million | +0% | 13F |
| BANK OF NOVA SCOTIA | 5,205,604 | $920 million | +3% | 13F |
| Legal & General Group Plc | 4,212,134 | $744 million | -8% | 13F |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4,174,425 | $737 million | +19% | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 3,839,476 | $677 million | +84% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 3,659,355 | $647 million | -1% | 13F |
| Federation des caisses Desjardins du Quebec | 3,374,200 | $594 million | -16% | 13F |
| SCOTIA CAPITAL INC. | 3,334,549 | $588 million | -4% | 13F |
| Fiera Capital Corp | 3,214,287 | $567 million | -8% | 13F |
| JPMORGAN CHASE & CO | 3,145,509 | $554 million | -18% | 13F |
| MORGAN STANLEY | 2,902,505 | $513 million | +32% | 13F |
| GOLDMAN SACHS GROUP INC | 2,545,917 | $450 million | -2% | 13F |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2,361,978 | $417 million | -3% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,080,308 | $368 million | +4% | 13F |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,300,991 | $325 million | -4% | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 1,600,956 | $283 million | +12% | 13F |
| LETKO, BROSSEAU & ASSOCIATES INC | 1,426,775 | $252 million | -10% | 13F |
| DEUTSCHE BANK AG\ | 1,334,415 | $236 million | +2% | 13F |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1,271,498 | $225 million | +43% | 13F |
| Newport Trust Company, LLC | 1,259,908 | $223 million | -3% | 13F |
| Amundi | 1,215,809 | $218 million | +10% | 13F |
| OMERS ADMINISTRATION Corp | 1,230,715 | $217 million | +1% | 13F |
| Invesco Ltd. | 1,203,872 | $213 million | -29% | 13F |
| Public Sector Pension Investment Board | 1,177,353 | $208 million | +6% | 13F |
| Clearbridge Investments, LLC | 1,153,825 | $202 million | +2% | 13F |
| BARCLAYS PLC | 1,084,437 | $192 million | -31% | 13F |
| Cardinal Capital Management, Inc. | 999,266 | $176 million | -1% | 13F |
| MUFG SECURITIES (CANADA), LTD. | 991,466 | $175 million | -5% | 13F |
| Aviso Financial Inc. | 973,584 | $172 million | -3% | 13F |
| UBS Group AG | 953,638 | $169 million | +17% | 13F |
| PICTON MAHONEY ASSET MANAGEMENT | 945,606 | $167 million | +297% | 13F |
| Addenda Capital Inc. | 625,064 | $157 million | -7% | 13F |
| Alberta Investment Management Corp | 810,135 | $143 million | -4% | 13F |
| Bank of New York Mellon Corp | 739,895 | $131 million | +4% | 13F |
| BCV Asset Management Inc. | 642,300 | $113 million | -2% | 13F |
| AVIVA PLC | 630,423 | $111 million | +1% | 13F |
| INTACT INVESTMENT MANAGEMENT INC. | 626,785 | $111 million | +61% | 13F |
| BlackRock, Inc. | 622,130 | $110 million | -13% | 13F |
| GUARDIAN CAPITAL LP | 614,927 | $109 million | -10% | 13F |
| BANK OF AMERICA CORP /DE/ | 588,633 | $104 million | -64% | 13F |
| NORTHERN TRUST CORP | 560,484 | $99 million | -1% | 13F |
| Nuveen, LLC | 526,771 | $93 million | -1% | 13F |
| TWO SIGMA INVESTMENTS, LP | 511,838 | $90 million | +2248% | 13F |
| AQR CAPITAL MANAGEMENT LLC | 469,429 | $83 million | +8% | 13F |
| Hillsdale Investment Management Inc. | 460,739 | $81 million | -15% | 13F |
| AMERICAN CENTURY COMPANIES INC | 452,310 | $80 million | +32% | 13F |
| Scheer, Rowlett & Associates Investment Management Ltd. | 447,594 | $79 million | -25% | 13F |
| BANK OF NOVA SCOTIA TRUST CO | 446,227 | $79 million | -10% | 13F |
| APG Asset Management N.V. | 508,694 | $79 million | +38% | 13F |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 430,916 | $76 million | +39% | 13F |
| Korea Investment CORP | 409,037 | $72 million | +5% | 13F |
| AGF MANAGEMENT LTD | 408,424 | $72 million | -9% | 13F |
| State of Tennessee, Department of Treasury | 403,848 | $71 million | +0% | 13F |
| Zurich Insurance Group Ltd/FI | 367,582 | $65 million | -31% | 13F |
| Pictet Asset Management Holding SA | 363,071 | $64 million | -4% | 13F |
| Delaney Capital Management Ltd. | 360,775 | $64 million | -7% | 13F |
| Vanguard Investments Australia, Ltd. | 351,288 | $62 million | 0% | 13F |
| FRANKLIN RESOURCES INC | 349,582 | $62 million | +1% | 13F |
| Guardian Partners Inc. | 303,771 | $54 million | -17% | 13F |
| Purpose Unlimited Inc. | 299,232 | $53 million | -6% | 13F |
| CIDEL ASSET MANAGEMENT INC | 294,015 | $52 million | +125% | 13F |
| Russell Investments Group, Ltd. | 289,001 | $51 million | -14% | 13F |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 287,700 | $51 million | +223% | 13F |
| Capital Wealth Planning, LLC | 257,802 | $46 million | +10% | 13F |
| CITIGROUP INC | 251,308 | $44 million | -41% | 13F |
| STATE OF WISCONSIN INVESTMENT BOARD | 241,553 | $43 million | -3% | 13F |
| Value Partners Investments Inc. | 239,642 | $42 million | -46% | 13F |
| NEUBERGER BERMAN GROUP LLC | 209,653 | $37 million | +2% | 13F |
| Candriam S.C.A. | 209,138 | $37 million | -14% | 13F |
| FIRST TRUST ADVISORS LP | 205,963 | $36 million | -24% | 13F |
| INTECH INVESTMENT MANAGEMENT LLC | 204,697 | $36 million | +9% | 13F |
| Investment Management Corp of Ontario | 200,024 | $35 million | +0% | 13F |
| D. E. Shaw & Co., Inc. | 194,600 | $34 million | -36% | 13F |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 183,475 | $32 million | -13% | 13F |
| Nykredit A/S | 175,516 | $31 million | New | 13F |
| Cardinal Point Capital Management ULC | 175,545 | $31 million | -1% | 13F |
| Rempart Asset Management Inc. | 174,264 | $31 million | -9% | 13F |
| MONTRUSCO BOLTON INVESTMENTS INC. | 171,898 | $30 million | -16% | 13F |
| Northwest & Ethical Investments L.P. | 163,965 | $29 million | +9% | 13F |
| Lansforsakringar Fondforvaltning AB (publ) | 159,553 | $28 million | -4% | 13F |
| Triasima Portfolio Management inc. | 153,984 | $27 million | +9% | 13F |
| Generali Asset Management SPA SGR | 107,097 | $27 million | +12% | 13F |
Questions and answers
- How many institutions hold Bank of Montreal /can/?
- 654 managers reported Bank of Montreal /can/ on Form 13F for the quarter ended 30 June 2026, against 636 the quarter before.
- Who is the largest institutional holder of Bank of Montreal /can/?
- ROYAL BANK OF CANADA, with 52,167,653 shares worth $9.2 billion on its 13F for Q2 2026.
- How many institutions bought or sold out of Bank of Montreal /can/ in Q2 2026?
- 93 managers reported a new position and 75 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Bank of Montreal /can/, Q2 2026", https://app.tamarly.ai/holders/bank-of-montreal-can, built from SEC EDGAR.
Research from public records, not investment advice. Tamarly holds no investment positions. By reading these pages you accept the Terms of Use; figures can be late or wrong, so check the linked source before relying on one. Terms and policies.