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Who owns BMOWhat BMO owns

Who owns BANK OF MONTREAL /CAN/?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of BMO from SEC Form 13F filings across 657 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 657 institutions disclosed 335.4M shares of BANK OF MONTREAL /CAN/ worth $60.02B — about 67.3% of shares outstanding; the largest disclosed holder is ROYAL BANK OF CANADA. Source: SEC Form 13F filings, parsed by EvidInvest.

657

13F holders

$60.02B

value, 2026 filers

67.3%

of shares outstanding (335.4M sh)

99

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BMO's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ROYAL BANK OF CANADA52.2M$9.22B1.4%10.5%-0.8%
2BANK OF MONTREAL /CAN/28.1M$4.97B1.6%5.6%+0.5%
3VANGUARD CAPITAL MANAGEMENT LLC20.5M$3.62B0.1%4.1%+1.0%
4TD Asset Management Inc15.2M$2.69B2.3%3.1%-20.2%
5CIBC WORLD MARKET INC.12.4M$2.19B3.5%2.5%-5.9%
6FIL Ltd12.3M$2.18B1.6%2.5%+7.3%
7NATIONAL BANK OF CANADA /FI/10.4M$1.84B1.3%2.1%-3.3%
8FMR LLC9.5M$1.68B0.1%1.9%+30.6%
91832 Asset Management L.P.9.3M$1.64B0.8%1.9%-3.1%
10NORGES BANKNEW8.8M$1.55B0.2%1.8%new
11MACKENZIE FINANCIAL CORP8.5M$2.14B2.1%1.7%-0.4%
12GEODE CAPITAL MANAGEMENT, LLC8.0M$1.46B0.1%1.6%+9.0%
13CANADA PENSION PLAN INVESTMENT BOARD7.3M$1.28B0.7%1.5%+16.3%
14CIBC Asset Management Inc6.7M$1.20B2.6%1.4%-0.5%
15TD Waterhouse Canada Inc.6.4M$1.13B3.0%1.3%+2.0%
16VANGUARD FIDUCIARY TRUST CO6.3M$1.11B0.2%1.3%+0.5%
17TORONTO DOMINION BANK5.6M$994.5M1.2%1.1%-9.1%
18Vanguard Global Advisers, LLC5.4M$959.1M0.4%1.1%+8.9%
19Caisse de depot et placement du Quebec5.4M$957.5M1.4%1.1%0.0%
20BANK OF NOVA SCOTIA5.2M$920.0M1.4%1%+3.4%
21Legal & General Group Plc4.2M$744.2M0.2%0.8%-8.5%
22HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND4.2M$737.1M1.0%0.8%+19.4%
23Connor, Clark & Lunn Investment Management Ltd.3.8M$677.1M1.3%0.8%+83.7%
24DIMENSIONAL FUND ADVISORS LP3.7M$646.6M0.1%0.7%-0.8%
25Federation des caisses Desjardins du Quebec3.4M$593.7M1.8%0.7%-15.6%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.