- Info
- Portfolio
- Significant Ownership
- Financials
- Holders: BMO, FNGU, FNGS, GDXU, BULZ
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 725,916,118
- Total 13F shares
- 341,294,530
- Share change
- +1,146,080
- Total reported value
- $33,247,652,413
- Put/Call ratio
- 81%
- Price per share
- $97.68
- Number of holders
- 482
- Value change
- +$96,833,002
- Number of buys
- 222
- Number of sells
- 192
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.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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
|
66,320,669
mixed-class rows
|
$6,553,995,000 | — | 31 Dec 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.9%
|
28,073,185
|
$2,777,560,924 | — | 31 Dec 2023 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
3.5%
|
25,242,430
|
$2,524,452,582 | — | 31 Dec 2023 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
2.6%
|
19,225,705
|
$1,911,635,206 | — | 31 Dec 2023 | |
| TORONTO DOMINION BANK |
13F
|
Company |
2%
|
14,678,185
|
$1,452,259,624 | — | 31 Dec 2023 | |
| MACKENZIE FINANCIAL CORP |
13F
|
Company |
2%
|
14,495,589
|
$1,435,002,019 | — | 31 Dec 2023 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
1.9%
|
13,927,691
|
$1,378,687,336 | — | 31 Dec 2023 | |
| CIBC WORLD MARKET INC. |
13F
|
Company |
1.9%
|
13,628,085
|
$1,348,363,000 | — | 31 Dec 2023 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
—
mixed-class rows
|
10,197,097
mixed-class rows
|
$998,058,643 | — | 31 Dec 2023 | |
| FIL Ltd |
13F
|
Company |
1.4%
|
9,872,642
|
$976,870,376 | — | 31 Dec 2023 | |
| CIBC Asset Management Inc |
13F
|
Company |
1.2%
|
8,874,517
|
$880,924,344 | — | 31 Dec 2023 | |
| NORGES BANK |
13F
|
Company |
1.1%
|
8,212,584
|
$812,643,580 | — | 31 Dec 2023 | |
| Beutel, Goodman & Co Ltd. |
13F
|
Company |
0.79%
|
5,755,777
|
$572,303,000 | — | 31 Dec 2023 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.79%
|
5,720,115
|
$565,948,178 | — | 31 Dec 2023 | |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC |
13F
|
Company |
0.77%
|
5,588,580
|
$555,679,296 | — | 31 Dec 2023 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.76%
|
5,543,938
|
$549,437,791 | — | 31 Dec 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.58%
|
4,182,750
|
$415,884,007 | — | 31 Dec 2023 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.55%
|
3,979,960
|
$393,823,769 | — | 31 Dec 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.5%
|
3,617,414
|
$357,906,971 | — | 31 Dec 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.5%
|
3,608,868
|
$357,060,710 | — | 31 Dec 2023 | |
| FMR LLC |
13F
|
Company |
0.46%
|
3,326,646
|
$329,162,204 | — | 31 Dec 2023 | |
| SCOTIA CAPITAL INC. |
13F
|
Company |
0.45%
|
3,278,954
|
$324,246,178 | — | 31 Dec 2023 | |
| Fiera Capital Corp |
13F
|
Company |
0.43%
|
3,124,872
|
$309,174,836 | — | 31 Dec 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
mixed-class rows
|
2,794,172
mixed-class rows
|
$276,446,654 | — | 31 Dec 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.38%
|
2,765,927
|
$275,179,862 | — | 31 Dec 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.38%
|
2,761,595
|
$273,232,257 | — | 31 Dec 2023 | |
| GUARDIAN CAPITAL LP |
13F
|
Company |
0.36%
|
2,635,504
|
$262,051,365 | — | 31 Dec 2023 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
0.31%
|
2,273,490
|
$225,082,892 | — | 31 Dec 2023 | |
| Federation Des Caisses Desjardins du Quebec |
13F
|
Individual |
—
mixed-class rows
|
2,100,551
mixed-class rows
|
$212,186,086 | — | 31 Dec 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.29%
|
2,089,642
|
$207,759,336 | — | 31 Dec 2023 | |
| LETKO, BROSSEAU & ASSOCIATES INC |
13F
|
Company |
0.28%
|
2,007,450
|
$199,603,192 | — | 31 Dec 2023 | |
| AGF MANAGEMENT LTD |
13F
|
Company |
0.24%
|
1,713,527
|
$178,821,762 | — | 31 Dec 2023 | |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
13F
|
Company |
0.24%
|
1,752,904
|
$173,452,814 | — | 31 Dec 2023 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.24%
|
1,716,509
|
$170,674,575 | — | 31 Dec 2023 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.23%
|
1,696,321
|
$170,197,246 | — | 31 Dec 2023 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.21%
|
1,548,393
|
$153,198,003 | — | 31 Dec 2023 | |
| Alberta Investment Management Corp |
13F
|
Company |
0.2%
|
1,456,199
|
$144,791,636 | — | 31 Dec 2023 | |
| Newport Trust Company, LLC |
13F
|
Company |
0.2%
|
1,443,113
|
$142,781,600 | — | 31 Dec 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
1,374,153
mixed-class rows
|
$126,623,744 | — | 31 Dec 2023 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.17%
|
1,260,081
|
$124,672,415 | — | 31 Dec 2023 | |
| Cardinal Capital Management, Inc. |
13F
|
Company |
0.17%
|
1,231,314
|
$122,224,435 | — | 31 Dec 2023 | |
| Addenda Capital Inc. |
13F
|
Company |
0.12%
|
848,655
|
$111,267,157 | — | 31 Dec 2023 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.13%
|
974,526
|
$95,298,900 | — | 31 Dec 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.12%
|
893,546
|
$88,407,442 | — | 31 Dec 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.12%
|
871,429
|
$86,219,206 | — | 31 Dec 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.12%
|
846,940
|
$83,796,244 | — | 31 Dec 2023 | |
| Credential Qtrade Securities Inc. |
13F
|
Company |
0.11%
|
804,437
|
$79,611,816 | — | 31 Dec 2023 | |
| Value Partners Investments Inc. |
13F
|
Company |
0.11%
|
774,910
|
$76,817,216 | — | 31 Dec 2023 | |
| CIDEL ASSET MANAGEMENT INC |
13F
|
Company |
0.1%
|
739,637
|
$73,542,996 | — | 31 Dec 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.1%
|
735,163
|
$72,737,027 | — | 31 Dec 2023 |
Institutional Holders of BANK OF MONTREAL /CAN/ - Common Stock (BMO) as of Q1 2024
As of 31 Mar 2024,
BANK OF MONTREAL /CAN/ - Common Stock (BMO) was held by
482 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
341,294,530 shares.
The largest 10 holders included
Royal Bank of Canada, VANGUARD GROUP INC, BANK OF MONTREAL /CAN/, TD Asset Management Inc, CIBC WORLD MARKET INC., NATIONAL BANK OF CANADA /FI/, MACKENZIE FINANCIAL CORP, TORONTO DOMINION BANK, BANK OF NOVA SCOTIA, and FIL Ltd.
This page lists
483
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
480
Q1 2024 holders
482
Holder diff
2
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 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.