Latest Period
Q1 2026
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
Institutions Reporting
629
Shares (Excl. Options)
326,973,444
Price
$135.34
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- Security type / class
- Equity / Common Stock
- Symbol
- BMO on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 326,973,444
- Total 13F value
- $44,398,055,833
- Portfolio coverage rank
- 0.02%
- Share change
- -4,343,109
- Value change
- -$548,881,142
- Number of holders
- 629
- Shares outstanding
- 725,916,118
- SEC-reported price per share
- $150.23
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BMO - BANK OF MONTREAL /CAN/ - Common Stock is tracked under CUSIP 063671101.
- 629 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 610 to 629 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $43,013,901,558 to $44,398,055,833.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 629 institutions filings for Q1 2026.
Security key
063671101
Latest holder period
Q1 2026
13F holders
629
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
BMO full holder history
BANK OF MONTREAL /CAN/ SEC filings
BANK OF MONTREAL /CAN/ company facts
BANK OF MONTREAL /CAN/ 13D/G history
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 063671101:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
BMO
| 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 Mar 2026, 629 institutional investors reported holding 326,973,444 shares of BANK OF MONTREAL /CAN/ - Common Stock (BMO). This represents 45% of the company’s total 725,916,118 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
36%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 7.2% | 52,598,042 | +5% | 1.3% | $7,118,617,000 |
| BANK OF MONTREAL /CAN/ | 3.9% | 27,997,338 | -0.6% | 1.6% | $3,792,871,561 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8% | 20,280,840 | 0% | 0.07% | $2,746,978,936 |
| TD Asset Management Inc | 2.6% | 19,086,601 | -1.5% | 2.1% | $2,576,974,927 |
| CIBC WORLD MARKET INC. | 1.8% | 13,185,798 | +5.1% | 3.1% | $1,785,620,765 |
| FIL Ltd | 1.6% | 11,494,233 | +22% | 1.2% | $1,556,856,718 |
| NATIONAL BANK OF CANADA /FI/ | 1.5% | 10,760,298 | -2.2% | 1.5% | $1,453,379,792 |
| 1832 Asset Management L.P. | 1.3% | 9,599,929 | -7.8% | 1.7% | $1,299,254,391 |
| MACKENZIE FINANCIAL CORP | 1.2% | 8,582,188 | -7.7% | 1.4% | $1,162,262,534 |
| GEODE CAPITAL MANAGEMENT, LLC | 1% | 7,312,069 | +4% | 0.06% | $1,019,876,805 |
| FMR LLC | 1% | 7,293,193 | +11% | 0.05% | $987,838,328 |
| CIBC Asset Management Inc | 0.93% | 6,780,318 | +8.7% | 2.2% | $920,482,300 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.86% | 6,238,876 | -1.4% | 0.55% | $845,196,602 |
| VANGUARD FIDUCIARY TRUST CO | 0.86% | 6,235,690 | 0% | 0.21% | $844,605,503 |
| TD Waterhouse Canada Inc. | 0.86% | 6,227,516 | +169% | 2.5% | $848,618,087 |
| TORONTO DOMINION BANK | 0.85% | 6,197,393 | -4.7% | 1.6% | $839,534,608 |
| Caisse de depot et placement du Quebec | 0.75% | 5,419,567 | 0% | 1.2% | $731,722,127 |
| BANK OF NOVA SCOTIA | 0.69% | 5,032,483 | -16% | 1.2% | $681,462,064 |
| Vanguard Global Advisers, LLC | 0.69% | 4,984,278 | 0% | 0.36% | $675,105,502 |
| Legal & General Group Plc | 0.63% | 4,603,151 | +1.2% | 0.14% | $621,494,389 |
| Federation des caisses Desjardins du Quebec | 0.55% | 3,998,880 | +18% | 1.9% | $536,918,372 |
| JPMORGAN CHASE & CO | 0.53% | 3,815,570 | +16% | 0.03% | $501,976,483 |
| DIMENSIONAL FUND ADVISORS LP | 0.51% | 3,688,644 | +2.8% | 0.1% | $499,186,473 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.48% | 3,495,672 | +7% | 0.78% | $473,305,686 |
| Fiera Capital Corp | 0.48% | 3,486,620 | -12% | 1.6% | $471,438,059 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 326,973,444 | $44,398,055,833 | -$548,881,142 | $135.34 | 629 |
| 2025 Q4 | 330,122,704 | $43,013,901,558 | -$859,748,151 | $129.79 | 610 |
| 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 |