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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 4 listed it in both
Shares listed
14,054,915
combined, among listed positions
Reported value
$1.8bn
combined, at the quarter end

Among the 92 comparable managers: 14 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,413,227.

Managers listing BMO in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, 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)6,597,931$857munder 0.1%Trimmed-1,500,74117 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,576,288$205munder 0.1%Trimmed-30,08119 Feb 2026 (the filing on sec.gov)
MFS Investment Management1,521,909$198m0.06%Trimmed-3,50822 Jan 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,434,421$186m0.10%Added+299,41417 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC1,201,968$156m0.26%Trimmed-1,789,70210 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC275,988$36munder 0.1%Added+230,02017 Feb 2026 (the filing on sec.gov)
Millennium Management LLC251,707$33munder 0.1%Added+233,28817 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC212,172$28munder 0.1%Added+26,60727 Oct 2026 (the filing on sec.gov)
Man Group PLC204,396$27munder 0.1%Added+162,23717 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC201,553$26munder 0.1%Added+64,71012 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC164,995$21munder 0.1%Trimmed-82,80012 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP80,729$10munder 0.1%Trimmed-17,60517 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP76,440$9.9munder 0.1%Trimmed-78,00017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP68,590$8.9munder 0.1%Trimmed-62217 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd62,227$8.1munder 0.1%Added+6,10017 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP53,898$7.0munder 0.1%Added+52,19817 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC17,356$2.3munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP15,996$2.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP12,693$1.6m0.05%Newnew10 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC11,337$1.5munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP7,085$920kunder 0.1%Added+5,25417 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP4,759$619kunder 0.1%Trimmed-41013 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC477$62kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (5)

Exited (2)

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 →