Free · no sign-up · Q2 2026

Which funds own BMO

Bank Montreal Medium in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $541m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 3; at least, of 91 current
Combined value: $541m; as reported
Opened: 1; new this quarter
Added to: 1; already held
Trimmed or sold out: 1; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
MFS Investment Management Long-only · $315bn book	$325m	0.1%	1,300,991	+$71m-50,323	Trimmed
Acadian Asset Management LLC Quantitative · $84.2bn book	$212m	0.3%	1,197,679	+$50m+2,398	Added
Quantbot Technologies LP Quantitative · $2.5bn book	$4.3m	0.2%	24,489	opened24,489	New

Ownership through time

At least 6 of the 95 managers whose filings are on file listed BMO in Q2 2026, against 4 in Q2 2013. 2 managers more than in Q1 2026: 1 started a position; 1 listed it again.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Quantbot Technologies LP$4.3m

Largest increases, by shares

Fidelity (FMR LLC)7,293,193 to 9,527,449 shares+$395m
Quantbot Technologies LPnew: 24,489 shares+$4.3m
Acadian Asset Management LLC1,195,281 to 1,197,679 shares+$424k

Largest decreases, by shares

MFS Investment Management1,351,314 to 1,300,991 shares-$13m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Fidelity (FMR LLC)	Q2 2013	$1.7bn	$1.7bn
MFS Investment Management	Q4 2015	$325m	$325m
Acadian Asset Management LLC	Q3 2013	$586m	$212m
Two Sigma Investments LP	Q2 2014	$136m	$90m
Quantbot Technologies LP	Q2 2013	$4.3m	$4.3m
PDT Partners LLC	Q4 2020	$1.4m	$283k
Capital Research Global Investors	Q2 2015	$1.0bn	last listed Q2 2024
Arrowstreet Capital LP	Q1 2017	$396m	last listed Q4 2024
D. E. Shaw & Co.	Q3 2018	$186m	last listed Q4 2025
AQR Capital Management LLC	Q4 2014	$177m	last listed Q1 2019
Citadel Advisors LLC	Q2 2017	$130m	last listed Q1 2018
Marshall Wace LLP	Q2 2014	$112m	last listed Q1 2022
Man Group PLC	Q1 2018	$104m	last listed Q4 2025
Renaissance Technologies LLC	Q2 2013	$73m	last listed Q4 2022
AllianceBernstein LP	Q2 2013	$70m	last listed Q2 2014
Voloridge Investment Management LLC	Q1 2015	$67m	last listed Q2 2025

Reported as options rather than shares

A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.

D. E. Shaw & Co. · puts$339m notional

What BMO is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around BMO →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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