Security Snapshot

BANK OF MONTREAL /CAN/ - Common Stock (BMO) Institutional Ownership

CUSIP: 063671101

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

606

Shares (Excl. Options)

330,110,955

Price

$129.79

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Type / Class
Equity / Common Stock
Symbol
BMO on NYSE
Shares outstanding
725,916,118
Price per share
$135.34
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
330,110,955
Total reported value
$43,012,376,569
% of total 13F portfolios
0.02%
Share change
-6,685,801
Value change
-$859,767,035
Number of holders
606
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • BMO - BANK OF MONTREAL /CAN/ - Common Stock is tracked under CUSIP 063671101.
  • 606 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 606 to 51 between Q4 2025 and Q1 2026.
  • Reported value moved from $43,012,376,569 to $186,221,526.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 606 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 063671101?
CUSIP 063671101 identifies BMO - BANK OF MONTREAL /CAN/ - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of BANK OF MONTREAL /CAN/ - Common Stock (BMO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 5.1% +2% $4,095,713,105 +$75,577,548 37,021,722 +1.9% BlackRock, Inc. 30 Jun 2025

As of 31 Dec 2025, 606 institutional investors reported holding 330,110,955 shares of BANK OF MONTREAL /CAN/ - Common Stock (BMO). This represents 45% of the company’s total 725,916,118 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BANK OF MONTREAL /CAN/ - Common Stock (BMO) together control 37% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ROYAL BANK OF CANADA 6.9% 50,087,971 -23% 1.1% $6,500,919,000
VANGUARD GROUP INC 4.5% 33,017,205 +2.1% 0.06% $4,287,878,379
BANK OF MONTREAL /CAN/ 3.9% 28,165,528 -1.2% 1.5% $3,657,868,742
TD Asset Management Inc 2.7% 19,372,601 +1.5% 2% $2,519,180,105
CIBC WORLD MARKET INC. 1.7% 12,551,773 +0.86% 2.9% $1,630,224,277
NATIONAL BANK OF CANADA /FI/ 1.5% 11,003,421 -2.2% 1.5% $1,428,139,178
1832 Asset Management L.P. 1.4% 10,417,243 +64% 1.7% $1,352,053,969
FIL Ltd 1.3% 9,445,162 +15% 0.92% $1,226,622,073
MACKENZIE FINANCIAL CORP 1.3% 9,293,270 -2.3% 1.4% $1,210,413,883
NORGES BANK 1.1% 8,156,958 0.11% $1,059,319,907
GEODE CAPITAL MANAGEMENT, LLC 0.97% 7,030,219 +6.7% 0.06% $932,242,334
FMR LLC 0.91% 6,597,931 -19% 0.04% $856,857,709
TORONTO DOMINION BANK 0.9% 6,503,168 +6.6% 1.5% $844,586,513
CANADA PENSION PLAN INVESTMENT BOARD 0.87% 6,325,714 +64% 0.55% $821,523,094
CIBC Asset Management Inc 0.86% 6,237,739 -14% 2% $814,500,126
BANK OF NOVA SCOTIA 0.82% 5,965,369 -6.4% 1.1% $774,680,915
Caisse de depot et placement du Quebec 0.75% 5,419,567 0% 1.2% $704,751,281
Beutel, Goodman & Co Ltd. 0.69% 4,990,717 -7.4% 4% $648,983,000
Legal & General Group Plc 0.63% 4,550,324 +0.54% 0.13% $591,714,330
Fiera Capital Corp 0.55% 3,981,598 +0.36% 1.6% $517,250,830
MORGAN STANLEY 0.53% 3,817,406 +74% 0.03% $495,461,484
DIMENSIONAL FUND ADVISORS LP 0.49% 3,588,944 +0.88% 0.1% $465,815,326
SCOTIA CAPITAL INC. 0.49% 3,577,883 +0.17% 1.9% $464,503,152
Federation des caisses Desjardins du Quebec 0.47% 3,377,840 -1.5% 1.7% $438,798,546
JPMORGAN CHASE & CO 0.45% 3,297,431 -18% 0.03% $427,973,596

Institutional Holders of BANK OF MONTREAL /CAN/ - Common Stock (BMO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,378,580 $186,221,526 +$1,306,174 $135.34 51
2025 Q4 330,110,955 $43,012,376,569 -$859,767,035 $129.79 606
2025 Q3 342,358,196 $44,676,943,267 -$689,382,778 $130.25 574
2025 Q2 347,623,907 $38,546,652,795 +$1,455,469,688 $110.63 556
2025 Q1 334,144,362 $31,951,251,899 -$685,727,870 $95.51 548
2024 Q4 342,230,366 $33,217,768,043 +$521,874,318 $97.05 524
2024 Q3 336,978,807 $30,430,759,630 -$1,093,141,367 $90.20 463
2024 Q2 349,218,404 $29,314,654,101 -$22,022,868 $83.85 466
2024 Q1 341,294,530 $33,247,652,413 +$96,833,002 $97.68 482
2023 Q4 340,195,484 $33,708,611,983 +$576,197,680 $98.94 480
2023 Q3 334,025,665 $28,229,132,084 +$658,836,654 $84.37 447
2023 Q2 325,695,752 $29,423,662,690 +$276,387,832 $90.31 458
2023 Q1 322,710,562 $28,747,050,114 +$172,404,867 $89.11 459
2022 Q4 320,765,103 $29,071,015,840 +$1,970,758,112 $90.60 460
2022 Q3 297,601,769 $26,143,944,503 +$512,888,826 $87.65 439
2022 Q2 291,055,950 $27,993,887,021 +$665,499,733 $96.16 468
2022 Q1 284,939,000 $33,584,176,863 +$2,243,756,332 $117.96 489
2021 Q4 265,898,444 $28,668,153,570 -$730,411,811 $107.72 469
2021 Q3 269,958,968 $26,968,206,243 +$81,961,661 $99.73 443
2021 Q2 269,303,433 $27,633,246,046 +$106,627,161 $102.56 429
2021 Q1 264,526,749 $23,616,783,851 -$227,675,187 $89.12 392
2020 Q4 270,559,230 $20,604,909,023 +$911,358,457 $76.02 389
2020 Q3 263,526,090 $15,418,619,050 +$655,550,102 $58.41 337
2020 Q2 248,429,741 $13,159,103,714 -$1,126,007,592 $53.05 359
2020 Q1 270,514,714 $13,533,923,888 +$132,260,950 $50.26 372
2019 Q4 266,461,199 $20,643,631,476 -$835,394,450 $77.50 423
2019 Q3 274,815,792 $20,261,212,080 +$228,997,496 $73.74 414
2019 Q2 269,784,790 $20,336,347,623 -$483,269,360 $75.45 429
2019 Q1 276,509,397 $20,693,488,020 -$421,429,754 $74.82 437
2018 Q4 282,402,219 $18,448,980,588 -$477,788,306 $65.35 419
2018 Q3 288,838,297 $23,835,767,160 +$392,113,275 $82.51 435
2018 Q2 284,272,166 $21,960,876,242 -$319,871,483 $77.26 422
2018 Q1 281,952,430 $21,290,148,067 -$36,105,681 $75.57 411
2017 Q4 282,452,706 $22,625,755,499 +$747,779,078 $80.02 414
2017 Q3 281,863,489 $21,309,772,156 +$69,922,952 $75.70 380
2017 Q2 280,730,606 $20,598,068,997 -$2,382,843,670 $73.44 380
2017 Q1 313,512,389 $23,408,498,642 +$68,225,699 $74.78 402
2016 Q4 310,993,734 $22,282,850,198 -$22,214,153 $71.92 384
2016 Q3 310,976,898 $20,365,397,690 +$57,145,600 $65.57 361
2016 Q2 310,334,772 $19,646,825,889 +$572,394,537 $63.39 362
2016 Q1 298,724,203 $18,154,991,259 -$412,932,202 $60.69 346
2015 Q4 309,630,608 $17,454,568,124 +$62,876,493 $56.42 339
2015 Q3 308,458,697 $16,805,817,540 +$165,703,473 $54.54 334
2015 Q2 304,489,758 $18,050,428,689 -$224,380,907 $59.28 337
2015 Q1 310,604,864 $18,618,193,287 +$221,504,421 $59.97 336
2014 Q4 310,912,331 $22,085,685,676 +$318,127,645 $70.73 365
2014 Q3 304,274,916 $22,444,332,356 +$388,500,915 $73.62 352
2014 Q2 299,620,666 $22,106,153,861 +$135,944,550 $73.60 357
2014 Q1 297,314,758 $19,971,360,865 +$242,197,765 $67.01 346

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