- Info
- Portfolio
- Significant Ownership
- Financials
- Holders: BMO, FNGU, FNGS, GDXU, BULZ
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 725,916,118
- Total 13F shares
- 334,025,665
- Share change
- +7,830,134
- Total reported value
- $28,229,132,084
- Put/Call ratio
- 75%
- Price per share
- $84.37
- Number of holders
- 447
- Value change
- +$658,836,654
- Number of buys
- 209
- Number of sells
- 177
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 |
—
mixed-class rows
|
67,940,087
mixed-class rows
|
$6,128,094,000 | — | 30 Jun 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.7%
|
26,722,432
|
$2,413,302,833 | — | 30 Jun 2023 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
3.6%
|
26,267,477
|
$2,373,663,924 | — | 30 Jun 2023 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
2.2%
|
16,241,926
|
$1,468,493,502 | — | 30 Jun 2023 | |
| CIBC WORLD MARKET INC. |
13F
|
Company |
1.9%
|
14,146,914
|
$1,278,740,000 | — | 30 Jun 2023 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
1.9%
|
13,688,001
|
$1,236,042,297 | — | 30 Jun 2023 | |
| TORONTO DOMINION BANK |
13F
|
Company |
1.8%
|
13,363,253
|
$1,209,136,000 | — | 30 Jun 2023 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
1.8%
|
13,366,670
|
$1,207,789,066 | — | 30 Jun 2023 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
—
mixed-class rows
|
12,294,979
mixed-class rows
|
$1,110,172,761 | — | 30 Jun 2023 | |
| 1832 Asset Management L.P. |
13F
|
Company |
1.3%
|
9,280,535
|
$838,125,115 | — | 30 Jun 2023 | |
| CIBC Asset Management Inc |
13F
|
Company |
1.1%
|
8,296,527
|
$749,809,460 | — | 30 Jun 2023 | |
| NORGES BANK |
13F
|
Company |
1%
|
7,269,421
|
$656,414,384 | — | 30 Jun 2023 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
0.76%
|
5,514,987
|
$498,630,687 | — | 30 Jun 2023 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
0.69%
|
5,026,281
|
$454,444,000 | — | 30 Jun 2023 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.69%
|
5,014,905
|
$452,747,349 | — | 30 Jun 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.55%
|
3,986,790
|
$360,450,683 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.51%
|
3,707,674
|
$334,837,107 | — | 30 Jun 2023 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.47%
|
3,397,701
|
$306,802,893 | — | 30 Jun 2023 | |
| FIL Ltd |
13F
|
Company |
0.46%
|
3,328,990
|
$300,645,679 | — | 30 Jun 2023 | |
| SCOTIA CAPITAL INC. |
13F
|
Company |
0.43%
|
3,115,975
|
$281,313,862 | — | 30 Jun 2023 | |
| FMR LLC |
13F
|
Company |
0.41%
|
2,995,738
|
$270,549,184 | — | 30 Jun 2023 | |
| Fiera Capital Corp |
13F
|
Company |
0.4%
|
2,931,779
|
$265,143,262 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
mixed-class rows
|
2,808,848
mixed-class rows
|
$253,667,362 | — | 30 Jun 2023 | |
| GUARDIAN CAPITAL LP |
13F
|
Company |
0.38%
|
2,731,544
|
$246,969,147 | — | 30 Jun 2023 | |
| OMERS ADMINISTRATION Corp |
13F
|
Company |
0.36%
|
2,614,340
|
$236,372,294 | — | 30 Jun 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.35%
|
2,529,413
|
$229,590,360 | — | 30 Jun 2023 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.28%
|
2,062,465
|
$186,475,203 | — | 30 Jun 2023 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
0.28%
|
2,007,767
|
$181,529,752 | — | 30 Jun 2023 | |
| Federation Des Caisses Desjardins du Quebec |
13F
|
Individual |
—
mixed-class rows
|
1,924,681
mixed-class rows
|
$177,037,488 | — | 30 Jun 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.24%
|
1,725,168
|
$155,799,879 | — | 30 Jun 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
mixed-class rows
|
1,570,338
mixed-class rows
|
$141,541,774 | — | 30 Jun 2023 | |
| MUFG Securities EMEA plc |
13F
|
Company |
0.16%
|
1,150,200
|
$137,609,928 | — | 30 Jun 2023 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.21%
|
1,505,150
|
$136,122,259 | — | 30 Jun 2023 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.21%
|
1,505,540
|
$135,965,317 | — | 30 Jun 2023 | |
| Newport Trust Company, LLC |
13F
|
Company |
0.2%
|
1,461,114
|
$131,953,205 | — | 30 Jun 2023 | |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
13F
|
Company |
0.2%
|
1,449,767
|
$130,909,903 | — | 30 Jun 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.19%
|
1,356,813
|
$122,533,782 | — | 30 Jun 2023 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.18%
|
1,315,325
|
$118,923,471 | — | 30 Jun 2023 | |
| Cardinal Capital Management, Inc. |
13F
|
Company |
0.17%
|
1,242,866
|
$112,325,324 | — | 30 Jun 2023 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.16%
|
1,193,221
|
$107,883,576 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
1,174,830
mixed-class rows
|
$106,093,402 | — | 30 Jun 2023 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.15%
|
1,101,475
|
$99,460,190 | — | 30 Jun 2023 | |
| Addenda Capital Inc. |
13F
|
Company |
0.1%
|
746,302
|
$89,287,571 | — | 30 Jun 2023 | |
| INTACT INVESTMENT MANAGEMENT INC. |
13F
|
Company |
0.13%
|
955,811
|
$86,323,868 | — | 30 Jun 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.13%
|
934,205
|
$84,368,053 | — | 30 Jun 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.13%
|
929,316
|
$83,926,509 | — | 30 Jun 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.11%
|
826,085
|
$74,603,737 | — | 30 Jun 2023 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
0.11%
|
825,724
|
$74,603,247 | — | 30 Jun 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.11%
|
815,482
|
$73,643,125 | — | 30 Jun 2023 | |
| Credential Qtrade Securities Inc. |
13F
|
Company |
0.11%
|
793,066
|
$71,630,995 | — | 30 Jun 2023 |
Institutional Holders of BANK OF MONTREAL /CAN/ - Common Stock (BMO) as of Q3 2023
As of 30 Sep 2023,
BANK OF MONTREAL /CAN/ - Common Stock (BMO) was held by
447 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
334,025,665 shares.
The largest 10 holders included
Royal Bank of Canada, VANGUARD GROUP INC, BANK OF MONTREAL /CAN/, TD Asset Management Inc, BANK OF NOVA SCOTIA, TORONTO DOMINION BANK, CIBC WORLD MARKET INC., MACKENZIE FINANCIAL CORP, NATIONAL BANK OF CANADA /FI/, and 1832 Asset Management L.P..
This page lists
448
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 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.