L3VLUP
ProSign in

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 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 5 listed it in both
Shares listed
13,156,589
combined, among listed positions
Reported value
$1.9bn
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: 8 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -673,833.

Managers listing BMO in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Fidelity (FMR LLC)7,293,193$988m0.05%Added+695,26215 May 2026 (the filing on sec.gov)
MFS Investment Management† Value as filed implies a price far from other filers'.1,351,314$254m0.09%Trimmed-170,59514 May 2026 (the filing on sec.gov)
Invesco Ltd1,706,284$231munder 0.1%Added+129,99612 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC1,195,281$161m0.23%Trimmed-6,68713 May 2026 (the filing on sec.gov)
AQR Capital Management LLC434,208$58munder 0.1%Added+158,22015 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.302,103$41munder 0.1%Trimmed-1,132,31815 May 2026 (the filing on sec.gov)
Millennium Management LLC241,982$33munder 0.1%Trimmed-9,72515 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC206,387$27munder 0.1%Trimmed-5,78527 Oct 2026 (the filing on sec.gov)
Wellington Management Group LLP92,145$12munder 0.1%Added+11,41615 May 2026 (the filing on sec.gov)
AllianceBernstein LP79,531$10munder 0.1%Added+10,94115 May 2026 (the filing on sec.gov)
Citadel Advisors LLC71,165$9.6munder 0.1%Added+59,82815 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd61,427$8.3munder 0.1%Trimmed-80018 May 2026 (the filing on sec.gov)
Jane Street Group LLC43,646$5.9munder 0.1%Trimmed-157,90712 May 2026 (the filing on sec.gov)
Man Group PLC41,597$5.6munder 0.1%Trimmed-162,79915 May 2026 (the filing on sec.gov)
Two Sigma Investments LP21,800$3.0munder 0.1%Trimmed-54,64015 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC6,878$931kunder 0.1%Trimmed-10,47815 May 2026 (the filing on sec.gov)
Walleye Capital LLC6,048$819kunder 0.1%Added+5,57113 May 2026 (the filing on sec.gov)
PDT Partners LLC1,600$217kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (1)

Exited (5)

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 →