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BMO in the 13F filings

Bank of Montreal · CUSIP 063671101

Sector · BanksTheme · Commercial banks and thriftsTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 4 listed it in both
Shares listed
15,241,131
combined, among listed positions
Reported value
$2.8bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,134,865.

Managers listing BMO in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Fidelity (FMR LLC)9,527,449$1.7bn0.07%Added+2,234,25613 Aug 2026 (the filing on sec.gov)
MFS Investment Management† Value as filed implies a price far from other filers'.1,300,991$325m0.10%Trimmed-50,3233 Aug 2026 (the filing on sec.gov)
Invesco Ltd1,203,872$213munder 0.1%Trimmed-502,41214 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC1,197,679$212m0.25%Added+2,39813 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP511,838$90m0.07%Added+490,03814 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC469,429$83munder 0.1%Added+35,22114 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC209,653$37munder 0.1%Added+3,26627 Oct 2026 (the filing on sec.gov)
D. E. Shaw & Co.194,600$34munder 0.1%Trimmed-107,50314 Aug 2026 (the filing on sec.gov)
Millennium Management LLC136,542$24munder 0.1%Trimmed-105,44014 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP104,112$18munder 0.1%Added+11,96714 Aug 2026 (the filing on sec.gov)
Man Group PLC62,678$11munder 0.1%Added+21,08114 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP81,746$11munder 0.1%Added+2,21514 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd61,227$11munder 0.1%Trimmed-20014 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC51,069$9.0munder 0.1%Added+7,42314 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC35,484$6.3munder 0.1%Trimmed-35,6812 Sep 2026 (the filing on sec.gov)
Susquehanna International Group LLP26,266$4.6munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Capital World Investors26,072$4.6munder 0.1%Newnew12 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP24,489$4.3m0.17%Newnew12 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC7,549$1.3munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP5,265$930kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
PDT Partners LLC1,600$283kunder 0.1%Held014 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP1,520$269kunder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC1$00.00%Trimmed-6,0473 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (6)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

0510152014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BMO by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$506mn.a.n.a.
Q3 20133$999mn.a.n.a.
Q4 20134$912mn.a.n.a.
Q1 20144$782mn.a.n.a.
Q2 20146$913mn.a.n.a.
Q3 20148$951mn.a.n.a.
Q4 20143$560mn.a.n.a.
Q1 20156$422mn.a.n.a.
Q2 20156$644mn.a.n.a.
Q3 20157$608mn.a.n.a.
Q4 20154$784mn.a.n.a.
Q1 20165$889mn.a.n.a.
Q2 20164$1.3bnn.a.n.a.
Q3 20164$1.4bnn.a.n.a.
Q4 20167$1.7bnn.a.n.a.
Q1 20178$1.9bnn.a.n.a.
Q2 20179$1.5bnn.a.n.a.
Q3 201711$1.5bnn.a.n.a.
Q4 201710$1.6bnn.a.n.a.
Q1 20189$1.3bnn.a.n.a.
Q2 201810$1.4bnn.a.n.a.
Q3 201812$1.9bnn.a.n.a.
Q4 201814$1.3bnn.a.n.a.
Q1 201911$1.4bnn.a.n.a.
Q2 20199$849mn.a.n.a.
Q3 201910$1.4bnn.a.n.a.
Q4 20197$654mn.a.n.a.
Q1 20207$501mn.a.n.a.
Q2 20207$486mn.a.n.a.
Q3 20203$266mn.a.n.a.
Q4 20205$101mn.a.n.a.
Q1 20218$397mn.a.n.a.
Q2 20216$266mn.a.n.a.
Q3 20216$189mn.a.n.a.
Q4 20216$223mn.a.n.a.
Q1 20226$295mn.a.n.a.
Q2 20224$117mn.a.n.a.
Q3 20223$437mn.a.n.a.
Q4 20225$773mn.a.n.a.
Q1 20232$645mn.a.n.a.
Q2 20233$138mn.a.n.a.
Q3 20233$194mn.a.n.a.
Q4 20235$278m40
Q1 20246$578m33
Q2 20246$342m51
Q3 20244$424m32
Q4 20247$956m34
Q1 20255$722m15
Q2 20256$997m33
Q3 20254$1.8bn22
Q4 20255$1.4bn1411
Q1 20264$1.4bn815
Q2 20266$2.3bn158

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BMO and BAC →BMO and JPM →BMO and WFC →Choose a stock to compare with BMO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BMO, latest filings →Back to the 13F Explorer →