- Info
- Portfolio
- Significant Ownership
- Financials
- Holders: BMO, FNGU, FNGS, GDXU, BULZ
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 725,916,118
- Total 13F shares
- 297,314,758
- Share change
- +3,313,458
- Total reported value
- $19,971,360,865
- Put/Call ratio
- 60%
- Price per share
- $67.01
- Number of holders
- 346
- Value change
- +$242,197,765
- Number of buys
- 163
- Number of sells
- 125
Quarterly Holders Quick Answers
What is CUSIP 063671101?
CUSIP 063671101 identifies BMO - BANK OF MONTREAL /CAN/ - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 063671101:
Top shareholders of BMO - BANK OF MONTREAL /CAN/ - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA |
13F
|
Company |
7.3%
|
53,146,278
|
$3,542,733,000 | — | 31 Dec 2013 | |
| CIBC WORLD MARKET INC. |
13F
|
Company |
3.9%
|
28,253,854
|
$1,883,402,000 | — | 31 Dec 2013 | |
| TORONTO DOMINION BANK |
13F
|
Company |
3.8%
|
27,884,174
|
$1,856,410,000 | — | 31 Dec 2013 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
3.7%
|
26,857,048
|
$1,789,880,000 | — | 31 Dec 2013 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
3.2%
|
23,322,197
|
$1,554,635,000 | — | 31 Dec 2013 | |
| I.G. INVESTMENT MANAGEMENT, LTD. |
13F
|
Company |
2.3%
|
16,921,971
|
$1,127,872,000 | — | 31 Dec 2013 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
1.5%
|
11,189,593
|
$745,897,000 | — | 31 Dec 2013 | |
| CIBC Asset Management Inc |
13F
|
Company |
1.4%
|
10,493,741
|
$699,121,000 | — | 31 Dec 2013 | |
| FMR LLC |
13F
|
Company |
1.3%
|
9,117,461
|
$607,773,000 | — | 31 Dec 2013 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.8%
|
5,790,087
|
$386,006,000 | — | 31 Dec 2013 | |
| CANADA LIFE ASSURANCE Co |
13F
|
Company |
0.79%
|
5,706,560
|
$381,199,000 | — | 31 Dec 2013 | |
| NORGES BANK |
13F
|
Company |
0.77%
|
5,607,423
|
$373,712,000 | — | 31 Dec 2013 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
0.71%
|
5,189,341
|
$345,484,000 | — | 31 Dec 2013 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
0.6%
|
4,334,644
|
$288,728,000 | — | 31 Dec 2013 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.54%
|
3,885,040
|
$258,916,000 | — | 31 Dec 2013 | |
| LINCLUDEN MANAGEMENT LTD |
13F
|
Company |
0.08%
|
550,710
|
$224,996,000 | — | 31 Dec 2013 | |
| Legal & General Group Plc |
13F
|
Company |
0.39%
|
2,801,015
|
$186,680,000 | — | 31 Dec 2013 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.35%
|
2,510,360
|
$167,339,000 | — | 31 Dec 2013 | |
| CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD |
13F
|
Company |
0.31%
|
2,227,660
|
$157,741,000 | — | 31 Dec 2013 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
0.29%
|
2,120,535
|
$141,200,000 | — | 31 Dec 2013 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.26%
|
1,885,600
|
$133,519,000 | — | 31 Dec 2013 | |
| APG Asset Management N.V. |
13F
|
Company |
0.26%
|
1,917,510
|
$127,794,000 | — | 31 Dec 2013 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.25%
|
1,811,319
|
$120,742,000 | — | 31 Dec 2013 | |
| Fiera Capital Corp |
13F
|
Company |
0.25%
|
1,796,102
|
$119,728,000 | — | 31 Dec 2013 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.24%
|
1,725,074
|
$114,988,000 | — | 31 Dec 2013 | |
| SCOTIA CAPITAL INC. |
13F
|
Company |
0.24%
|
1,719,719
|
$114,596,000 | — | 31 Dec 2013 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.24%
|
1,719,347
|
$114,586,000 | — | 31 Dec 2013 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.23%
|
1,681,138
|
$111,376,000 | — | 31 Dec 2013 | |
| GUARDIAN CAPITAL LP |
13F
|
Company |
0.19%
|
1,365,990
|
$90,942,000 | — | 31 Dec 2013 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.18%
|
1,279,252
|
$85,275,000 | — | 31 Dec 2013 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.15%
|
1,123,883
|
$79,545,000 | — | 31 Dec 2013 | |
| RUSSELL FRANK CO/ |
13F
|
Company |
0.16%
|
1,187,480
|
$73,054,000 | — | 31 Dec 2013 | |
| MORGAN STANLEY |
13F
|
Company |
0.14%
|
1,032,682
|
$68,839,000 | — | 31 Dec 2013 | |
| Teachers Pension Plan Board Ontario |
13F
|
Individual |
0.14%
|
1,021,741
|
$68,094,000 | — | 31 Dec 2013 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.13%
|
968,073
|
$64,532,000 | — | 31 Dec 2013 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.12%
|
882,963
|
$58,858,000 | — | 31 Dec 2013 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC |
13F
|
Company |
0.12%
|
852,114
|
$56,723,000 | — | 31 Dec 2013 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.11%
|
834,696
|
$55,628,000 | — | 31 Dec 2013 | |
| AXA S.A. |
13F
|
Company |
0.11%
|
795,134
|
$52,991,000 | — | 31 Dec 2013 | |
| MILLER HOWARD INVESTMENTS INC /NY |
13F
|
Company |
0.11%
|
768,526
|
$51,230,000 | — | 31 Dec 2013 | |
| TAYLOR ASSET MANAGEMENT INC |
13F
|
Company |
0.1%
|
722,300
|
$48,088,000 | — | 31 Dec 2013 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.1%
|
711,013
|
$47,395,000 | — | 31 Dec 2013 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.09%
|
678,187
|
$45,198,000 | — | 31 Dec 2013 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.09%
|
658,725
|
$43,911,000 | — | 31 Dec 2013 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.09%
|
643,014
|
$42,853,000 | — | 31 Dec 2013 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.08%
|
584,683
|
$40,598,000 | — | 31 Dec 2013 | |
| Invesco Ltd. |
13F
|
Company |
0.08%
|
582,004
|
$38,788,000 | — | 31 Dec 2013 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.08%
|
576,082
|
$38,402,000 | — | 31 Dec 2013 | |
| CITIGROUP INC |
13F
|
Company |
0.07%
|
543,423
|
$36,172,000 | — | 31 Dec 2013 | |
| UBS AG |
13F
|
Company |
0.07%
|
536,467
|
$35,761,000 | — | 31 Dec 2013 |
Institutional Holders of BANK OF MONTREAL /CAN/ - Common Stock (BMO) as of Q1 2014
As of 31 Mar 2014,
BANK OF MONTREAL /CAN/ - Common Stock (BMO) was held by
346 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
297,314,758 shares.
The largest 10 holders included
ROYAL BANK OF CANADA, CIBC World Markets Inc., TORONTO DOMINION BANK, TD ASSET MANAGEMENT INC, BANK OF NOVA SCOTIA /, I.G. INVESTMENT MANAGEMENT, LTD., BANK OF MONTREAL /CAN/, CIBC Asset Management Inc, ACADIAN ASSET MANAGEMENT LLC, and FRANKLIN RESOURCES INC.
This page lists
346
institutional shareholders reporting positions in this security
for the Q1 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2014 vs Q4 2013 Across Filers
Q4 2013 holders
343
Q1 2014 holders
346
Holder diff
3
| Investor | Q4 2013 Shares | Q1 2014 Shares | Share Diff | Share Chg % | Q4 2013 Value $ | Q1 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.