Who owns Bank of Montreal?
Institutional ownership of BMO from SEC Form 13F filings across 374 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.
374
13F holders
$51.24B
value, 2026 filers
40%
of shares outstanding (288.7M sh)
52
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 52.2M | $9.22B | 1.4% | 7.2% | -0.8% |
| 2 | BANK OF MONTREAL /CAN/ | 28.1M | $4.97B | 1.6% | 3.9% | +0.5% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 20.5M | $3.62B | 0.1% | 2.8% | -49.5% |
| 4 | TD Asset Management Inc | 15.2M | $2.69B | 2.3% | 2.1% | -20.2% |
| 5 | CIBC WORLD MARKET INC. | 12.4M | $2.19B | 3.5% | 1.7% | -5.9% |
| 6 | FIL Ltd | 12.3M | $2.18B | 1.6% | 1.7% | +7.3% |
| 7 | NATIONAL BANK OF CANADA /FI/ | 10.4M | $1.84B | 1.3% | 1.4% | -3.3% |
| 8 | FMR LLC | 9.5M | $1.68B | 0.1% | 1.3% | +30.6% |
| 9 | NORGES BANKNEW | 8.8M | $1.55B | 0.2% | 1.2% | new |
| 10 | MACKENZIE FINANCIAL CORP | 8.5M | $2.14B | 2.1% | 1.2% | -0.4% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 8.0M | $1.46B | 0.1% | 1.1% | +9.0% |
| 12 | CIBC Asset Management Inc | 6.7M | $1.20B | 2.6% | 0.9% | -0.5% |
| 13 | TD Waterhouse Canada Inc. | 6.4M | $1.13B | 3.0% | 0.9% | +2.0% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 6.3M | $1.11B | 0.2% | 0.9% | +0.5% |
| 15 | TORONTO DOMINION BANK | 5.6M | $994.5M | 1.2% | 0.8% | -9.1% |
| 16 | Vanguard Global Advisers, LLC | 5.4M | $959.1M | 0.4% | 0.8% | +8.9% |
| 17 | Caisse de depot et placement du Quebec | 5.4M | $957.5M | 1.4% | 0.8% | 0.0% |
| 18 | Legal & General Group Plc | 4.2M | $744.2M | 0.2% | 0.6% | -8.5% |
| 19 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4.2M | $737.1M | 1.0% | 0.6% | +19.4% |
| 20 | Connor, Clark & Lunn Investment Management Ltd. | 3.8M | $677.1M | 1.3% | 0.5% | +83.7% |
| 21 | Federation des caisses Desjardins du Quebec | 3.4M | $593.7M | 1.8% | 0.5% | -15.6% |
| 22 | SCOTIA CAPITAL INC. | 3.3M | $587.8M | 2.2% | 0.5% | -3.7% |
| 23 | JPMORGAN CHASE & CO | 3.1M | $553.9M | 0.0% | 0.4% | -17.6% |
| 24 | MORGAN STANLEY | 2.9M | $512.9M | 0.0% | 0.4% | +31.7% |
| 25 | GOLDMAN SACHS GROUP INC | 2.5M | $449.9M | 0.0% | 0.4% | -1.7% |
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.