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

CUSIP: 063671101

Q3 2023 13F Holders as of 30 Sep 2023

Holder snapshot 7 signals
Share change
+7,830,134
Put/Call ratio
75%
SEC-reported price per share
$84.37
Number of holders
447
Value change
+$658,836,654
Number of buys
209
Open additional details 1 more signal available
Number of sells
177
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
725,916,118

Security key

063671101

Report period

Q3 2023

Institutions

447

Top holders

10

Ownership snapshot

Top reported holders of BMO - BANK OF MONTREAL /CAN/ - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
ROYAL BANK OF CANADA
Disclosed value leader
ROYAL BANK OF CANADA
Comparable rows
0/15
Latest evidence
30 Jun 2023
13F Highest disclosed value: $6,128,094,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

ROYAL BANK OF CANADA has the largest disclosed position value at $6.13B.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens ROYAL BANK OF CANADA's linked filing trail.
Disclosed position value Top 5
ROYAL BANK OF CANADA $6.13B
VANGUARD GROUP INC $2.41B
BANK OF MONTREAL /CAN/ $2.37B
TD ASSET MANAGEMENT INC $1.47B
CIBC WORLD MARKET INC. $1.28B

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
ROYAL BANK OF CANADA
13F
Company
13F
—
mixed-class rows
$6,128,094,000
67,940,087 shares
mixed-class rows
— 30 Jun 2023
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$2,413,302,833
26,722,432 shares
— 30 Jun 2023
BANK OF MONTREAL /CAN/
13F
Company
13F
—
denominator unverified
$2,373,663,924
26,267,477 shares
— 30 Jun 2023
TD ASSET MANAGEMENT INC
13F
Company
13F
—
denominator unverified
$1,468,493,502
16,241,926 shares
— 30 Jun 2023
CIBC WORLD MARKET INC.
13F
Company
13F
—
denominator unverified
$1,278,740,000
14,146,914 shares
— 30 Jun 2023
MACKENZIE FINANCIAL CORP
13F
Company
13F
—
denominator unverified
$1,236,042,297
13,688,001 shares
— 30 Jun 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
447
Shares
334,025,665
Rows available
447
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
458
Q3 2023 holders
447
Holder diff
-11
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 value Q3 2023 value Value change Value Chg %
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