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 September 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 |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 8.8M | 16.5% |
| MACKENZIE FINANCIAL CORP | 8.3M | 15.6% |
| TD Waterhouse Canada Inc. | 6.4M | 12.0% |
| CIBC Asset Management Inc | 6.3M | 11.9% |
| DIMENSIONAL FUND ADVISORS LP | 3.5M | 6.6% |
| Beutel, Goodman & Co Ltd. | 2.5M | 4.6% |
| Fiera Capital Corp | 2.4M | 4.4% |
| DEUTSCHE BANK AG\ | 1.5M | 2.8% |
| BARCLAYS PLC | 1.3M | 2.5% |
| LETKO, BROSSEAU & ASSOCIATES INC | 1.1M | 2.1% |
| Amundi | 1.1M | 2.1% |
| Cardinal Capital Management, Inc. | 983.8K | 1.9% |
| Bank of New York Mellon Corp | 818.8K | 1.5% |
| Addenda Capital Inc. | 534.9K | 1.0% |
| BCV Asset Management Inc. | 506.8K | 1.0% |
| INTACT INVESTMENT MANAGEMENT INC. | 420.0K | 0.8% |
| Pictet Asset Management Holding SA | 418.4K | 0.8% |
| AGF MANAGEMENT LTD | 410.4K | 0.8% |
| Russell Investments Group, Ltd. | 351.1K | 0.7% |
| CIDEL ASSET MANAGEMENT INC | 322.0K | 0.6% |
| DekaBank Deutsche Girozentrale | 290.1K | 0.5% |
| Guardian Partners Inc. | 288.6K | 0.5% |
| CITIGROUP INC | 286.9K | 0.5% |
| Mn Services Vermogensbeheer B.V. | 202.4K | 0.4% |
| Value Partners Investments Inc. | 197.0K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Fiera Capital Corp | Reduced | 3.2M | 2.4M | -862.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 8.0M | 8.8M | +778.8K |
| CIBC Asset Management Inc | Reduced | 6.7M | 6.3M | -404.3K |
| LETKO, BROSSEAU & ASSOCIATES INC | Reduced | 1.4M | 1.1M | -295.4K |
| MACKENZIE FINANCIAL CORP | Reduced | 8.5M | 8.3M | -265.4K |
| BARCLAYS PLC | Increased | 1.1M | 1.3M | +241.6K |
| Beutel, Goodman & Co Ltd. | Reduced | 2.7M | 2.5M | -224.2K |
| INTACT INVESTMENT MANAGEMENT INC. | Reduced | 626.8K | 420.0K | -206.8K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 3.7M | 3.5M | -172.9K |
| DekaBank Deutsche Girozentrale | Increased | 144.7K | 290.1K | +145.3K |
| DEUTSCHE BANK AG\ | Increased | 1.3M | 1.5M | +144.8K |
| BCV Asset Management Inc. | Reduced | 642.3K | 506.8K | -135.5K |
| Amundi | Reduced | 1.2M | 1.1M | -118.8K |
| Achmea Investment Management B.V. | New | 0 | 98.9K | +98.9K |
| Addenda Capital Inc. | Reduced | 625.1K | 534.9K | -90.2K |
| Bank of New York Mellon Corp | Increased | 739.9K | 818.8K | +78.9K |
| Russell Investments Group, Ltd. | Increased | 289.0K | 351.1K | +62.1K |
| JCIC Asset Management Inc. | Sold Out | 61.4K | 0 | -61.4K |
| Waratah Capital Advisors Ltd. | New | 0 | 57.0K | +57.0K |
| Pictet Asset Management Holding SA | Increased | 363.1K | 418.4K | +55.3K |
| Kepler Cheuvreux (Suisse) SA | Increased | 63.7K | 114.5K | +50.8K |
| Value Partners Investments Inc. | Reduced | 239.6K | 197.0K | -42.7K |
| CITIGROUP INC | Increased | 251.3K | 286.9K | +35.6K |
| Generali Asset Management SPA SGR | Reduced | 107.1K | 74.9K | -32.2K |
| Genus Capital Management Inc. | Reduced | 146.6K | 114.5K | -32.1K |
| Candriam S.C.A. | Reduced | 209.1K | 178.7K | -30.4K |
| MONTRUSCO BOLTON INVESTMENTS INC. | Reduced | 171.9K | 143.4K | -28.5K |
| CIDEL ASSET MANAGEMENT INC | Increased | 294.0K | 322.0K | +28.0K |
| Fideuram Asset Management (Ireland) dac | Reduced | 25.2K | 1.4K | -23.8K |
| Vise Technologies, Inc. | New | 0 | 23.4K | +23.4K |
| Assenagon Asset Management S.A. | Reduced | 43.6K | 21.6K | -22.0K |
| IMC-Chicago, LLC | New | 0 | 21.2K | +21.2K |
| TD Waterhouse Canada Inc. | Increased | 6.4M | 6.4M | +20.3K |
| PINNACLE ASSOCIATES LTD | Reduced | 32.0K | 12.0K | -20.0K |
| Cardinal Capital Management, Inc. | Reduced | 999.3K | 983.8K | -15.4K |
| Guardian Partners Inc. | Reduced | 303.8K | 288.6K | -15.2K |
| Nykredit A/S | Reduced | 150.7K | 137.5K | -13.3K |
| Swiss Life Asset Management Ltd | Reduced | 144.2K | 131.5K | -12.7K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 21.5K | 10.8K | -10.6K |
| SIMPLEX TRADING, LLC | New | 0 | 10.1K | +10.1K |
| Avanza Fonder AB | Increased | 51.5K | 60.7K | +9.3K |
| Silver Lake Advisory, LLC | Reduced | 17.4K | 9.3K | -8.1K |
| Triasima Portfolio Management inc. | Increased | 154.0K | 161.6K | +7.6K |
| Jefferies Financial Group Inc. | Sold Out | 7.5K | 0 | -7.5K |
| LPL Financial LLC | Reduced | 114.7K | 107.3K | -7.4K |
| UniSuper Management Pty Ltd | Increased | 18.5K | 24.1K | +5.6K |
| CenterBook Partners LP | New | 0 | 5.5K | +5.5K |
| Ignite Planners, LLC | Sold Out | 4.8K | 0 | -4.8K |
| MQS Management LLC | New | 0 | 4.7K | +4.7K |
| Cardinal Point Capital Management ULC | Reduced | 175.5K | 171.1K | -4.4K |
| Savant Capital, LLC | Increased | 7.3K | 11.0K | +3.7K |
| Financial & Tax Architects, LLC | New | 0 | 3.6K | +3.6K |
| Creative Planning | Increased | 82.8K | 86.2K | +3.4K |
| TRUIST FINANCIAL CORP | Reduced | 14.1K | 10.9K | -3.1K |
| Union Bancaire Privee, UBP SA | Reduced | 15.1K | 12.1K | -3.0K |
| PensionDanmark Pensionsforsikringsaktieselskab | Reduced | 114.6K | 111.6K | -3.0K |
| Fulton Bank, N.A. | Sold Out | 3.0K | 0 | -3.0K |
| Ethic Inc. | Increased | 27.3K | 30.2K | +2.9K |
| Diversified Trust Co | Sold Out | 2.8K | 0 | -2.8K |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | Sold Out | 2.6K | 0 | -2.6K |
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.