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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 2025
the date the book describes
Filed
14 Aug 2025
latest of these filings; the earliest 7 Aug 2025
Managers listing it
6
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 4 listed it in both
Shares listed
8,998,632
combined, among listed positions
Reported value
$997m
combined, at the quarter end

Among the 95 comparable managers: 3 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing BMO in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

6 of 6 holders

ActionFiling
Fidelity (FMR LLC)4,853,286$538munder 0.1%Trimmed-119,25014 Aug 2025 (the filing on sec.gov)
MFS Investment Management1,582,582$175m0.06%Trimmed-2,5328 Aug 2025 (the filing on sec.gov)
D. E. Shaw & Co.1,396,228$155m0.11%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP626,346$69m0.12%Added+162,40614 Aug 2025 (the filing on sec.gov)
Acadian Asset Management LLC368,900$41m0.08%Addedn.a.7 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC171,290$19m0.07%Trimmed-316,53614 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 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 (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

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 →