BMO Bank of Montreal
Bank of Montreal (BMO) Institutional Ownership
What the institutions did with BMO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ROYAL BANK OF CANADA | 52.2M | 15.6% |
| BANK OF MONTREAL /CAN/ | 28.1M | 8.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 20.5M | 6.1% |
| TD Asset Management Inc | 15.2M | 4.5% |
| CIBC WORLD MARKET INC. | 12.4M | 3.7% |
| FIL Ltd | 12.3M | 3.7% |
| NATIONAL BANK OF CANADA /FI/ | 10.4M | 3.1% |
| FMR LLC | 9.5M | 2.8% |
| 1832 Asset Management L.P. | 9.3M | 2.8% |
| NORGES BANK | 8.8M | 2.6% |
| MACKENZIE FINANCIAL CORP | 8.5M | 2.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 8.0M | 2.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 7.3M | 2.2% |
| CIBC Asset Management Inc | 6.7M | 2.0% |
| TD Waterhouse Canada Inc. | 6.4M | 1.9% |
| VANGUARD FIDUCIARY TRUST CO | 6.3M | 1.9% |
| TORONTO DOMINION BANK | 5.6M | 1.7% |
| Vanguard Global Advisers, LLC | 5.4M | 1.6% |
| Caisse de depot et placement du Quebec | 5.4M | 1.6% |
| BANK OF NOVA SCOTIA | 5.2M | 1.6% |
| Legal & General Group Plc | 4.2M | 1.3% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4.2M | 1.2% |
| Connor, Clark & Lunn Investment Management Ltd. | 3.8M | 1.1% |
| DIMENSIONAL FUND ADVISORS LP | 3.7M | 1.1% |
| Federation des caisses Desjardins du Quebec | 3.4M | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| TD Asset Management Inc | Reduced | 19.1M | 15.2M | -3.9M |
| FMR LLC | Increased | 7.3M | 9.5M | +2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 2.1M | 3.8M | +1.7M |
| BESSEMER GROUP INC | Increased | 41.9K | 1.5M | +1.4M |
| BANK OF AMERICA CORP /DE/ | Reduced | 1.6M | 588.6K | -1.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | Increased | 6.2M | 7.3M | +1.0M |
| FIL Ltd | Increased | 11.5M | 12.3M | +834.9K |
| VAN ECK ASSOCIATES CORP | Reduced | 828.2K | 42.5K | -785.7K |
| CIBC WORLD MARKET INC. | Reduced | 13.2M | 12.4M | -774.9K |
| PICTON MAHONEY ASSET MANAGEMENT | Increased | 237.9K | 945.6K | +707.7K |
| MORGAN STANLEY | Increased | 2.2M | 2.9M | +698.9K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Increased | 3.5M | 4.2M | +678.8K |
| JPMORGAN CHASE & CO | Reduced | 3.8M | 3.1M | -670.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 7.3M | 8.0M | +661.6K |
| Federation des caisses Desjardins du Quebec | Reduced | 4.0M | 3.4M | -624.7K |
| TORONTO DOMINION BANK | Reduced | 6.2M | 5.6M | -564.7K |
| FEDERATED HERMES, INC. | Reduced | 604.6K | 48.7K | -555.8K |
| Invesco Ltd. | Reduced | 1.7M | 1.2M | -502.4K |
| BARCLAYS PLC | Reduced | 1.6M | 1.1M | -495.3K |
| TWO SIGMA INVESTMENTS, LP | Increased | 21.8K | 511.8K | +490.0K |
| Polar Asset Management Partners Inc. | New | 0 | 449.7K | +449.7K |
| Vanguard Global Advisers, LLC | Increased | 5.0M | 5.4M | +442.0K |
| ROYAL BANK OF CANADA | Reduced | 52.6M | 52.2M | -430.4K |
| Beutel, Goodman & Co Ltd. | Reduced | 3.1M | 2.7M | -406.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 406.1K | 0 | -406.1K |
| Legal & General Group Plc | Reduced | 4.6M | 4.2M | -391.0K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Increased | 887.6K | 1.3M | +383.9K |
| NATIONAL BANK OF CANADA /FI/ | Reduced | 10.8M | 10.4M | -354.9K |
| 1832 Asset Management L.P. | Reduced | 9.6M | 9.3M | -296.1K |
| Fiera Capital Corp | Reduced | 3.5M | 3.2M | -272.3K |
| INTACT INVESTMENT MANAGEMENT INC. | Increased | 389.5K | 626.8K | +237.3K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 324.2K | 90.9K | -233.3K |
| WELLS FARGO & COMPANY/MN | Reduced | 290.3K | 58.0K | -232.3K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 270.5K | 67.0K | -203.4K |
| Value Partners Investments Inc. | Reduced | 440.6K | 239.6K | -200.9K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | Increased | 89.1K | 287.7K | +198.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 20.3M | 20.5M | +194.8K |
| LPL Financial LLC | Reduced | 289.5K | 114.7K | -174.9K |
| BANK OF NOVA SCOTIA | Increased | 5.0M | 5.2M | +173.1K |
| CITIGROUP INC | Reduced | 423.2K | 251.3K | -171.9K |
| VANGUARD ASSET MANAGEMENT, Ltd | Increased | 1.4M | 1.6M | +170.7K |
| Zurich Insurance Group Ltd/FI | Reduced | 533.3K | 367.6K | -165.7K |
| CIDEL ASSET MANAGEMENT INC | Increased | 130.6K | 294.0K | +163.4K |
| LETKO, BROSSEAU & ASSOCIATES INC | Reduced | 1.6M | 1.4M | -153.3K |
| PBU - The Pension Fund of Early Childhood & Youth Educators | Sold Out | 153.0K | 0 | -153.0K |
| Scheer, Rowlett & Associates Investment Management Ltd. | Reduced | 596.3K | 447.6K | -148.7K |
| APG Asset Management N.V. | Increased | 369.4K | 508.7K | +139.3K |
| UBS Group AG | Increased | 817.0K | 953.6K | +136.6K |
| BANK OF MONTREAL /CAN/ | Increased | 28.0M | 28.1M | +130.8K |
| SCOTIA CAPITAL INC. | Reduced | 3.5M | 3.3M | -127.2K |
| LAZARD ASSET MANAGEMENT LLC | Increased | 3.1K | 128.5K | +125.4K |
| Quadrature Capital Ltd | Increased | 11.1K | 136.0K | +124.9K |
| TD Waterhouse Canada Inc. | Increased | 6.2M | 6.4M | +123.4K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Increased | 309.4K | 430.9K | +121.5K |
| Amundi | Increased | 1.1M | 1.2M | +110.8K |
| AMERICAN CENTURY COMPANIES INC | Increased | 342.8K | 452.3K | +109.5K |
| D. E. Shaw & Co., Inc. | Reduced | 302.1K | 194.6K | -107.5K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 242.0K | 136.5K | -105.4K |
| BlackRock, Inc. | Reduced | 718.5K | 622.1K | -96.4K |
| Qube Research & Technologies Ltd | Reduced | 213.4K | 127.6K | -85.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.