| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | 3.27% | -38.8% | $2.63B | -$1.85B | 40.6M | -41.3% | Bank of Montreal | 30 Sep 2025 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 551M | $35.7B | -$3.22B | $64.65 | 449 |
| 2025 Q2 | 603M | $33.4B | +$2.49B | $55.27 | 426 |
| 2025 Q1 | 558M | $26.5B | +$820M | $47.43 | 411 |
| 2024 Q4 | 540M | $29B | -$1.51B | $53.72 | 425 |
| 2024 Q3 | 569M | $31B | +$681M | $54.49 | 398 |
| 2024 Q2 | 557M | $25.6B | +$45.2M | $45.72 | 378 |
| 2024 Q1 | 539M | $27.8B | +$450M | $51.78 | 386 |
| 2023 Q4 | 536M | $26.1B | +$207M | $48.69 | 379 |
| 2023 Q3 | 528M | $24.1B | -$178M | $45.59 | 378 |
| 2023 Q2 | 533M | $26.7B | -$494M | $50.04 | 370 |
| 2023 Q1 | 461M | $23.2B | -$1.02B | $50.36 | 388 |
| 2022 Q4 | 538M | $26.4B | -$656M | $48.98 | 404 |
| 2022 Q3 | 553M | $26.4B | +$151M | $47.57 | 397 |
| 2022 Q2 | 554M | $32.8B | +$1.21B | $59.19 | 418 |
| 2022 Q1 | 533M | $38.3B | -$284M | $71.72 | 423 |
| 2021 Q4 | 538M | $38.4B | -$1.89B | $71.66 | 421 |
| 2021 Q3 | 564M | $34.7B | +$507M | $61.53 | 400 |
| 2021 Q2 | 555M | $36B | -$653M | $65.07 | 382 |
| 2021 Q1 | 565M | $35.3B | +$704M | $62.55 | 367 |
| 2020 Q4 | 556M | $30B | -$535M | $54.03 | 358 |
| 2020 Q3 | 575M | $23.9B | -$157M | $41.51 | 315 |
| 2020 Q2 | 578M | $23.7B | -$600M | $41.24 | 313 |
| 2020 Q1 | 592M | $23.9B | +$350M | $40.59 | 322 |
| 2019 Q4 | 583M | $33B | -$458M | $56.49 | 360 |
| 2019 Q3 | 588M | $33.5B | +$627M | $56.84 | 345 |
| 2019 Q2 | 577M | $31.2B | +$66.6M | $54.32 | 338 |
| 2019 Q1 | 566M | $30.2B | -$1.06B | $53.27 | 357 |
| 2018 Q4 | 587M | $29.3B | +$400M | $49.87 | 349 |
| 2018 Q3 | 575M | $34.2B | -$417M | $59.61 | 354 |
| 2018 Q2 | 583M | $33.2B | +$831M | $57.19 | 359 |
| 2018 Q1 | 572M | $35.2B | +$330M | $61.68 | 379 |
| 2017 Q4 | 564M | $36.5B | +$719M | $64.53 | 377 |
| 2017 Q3 | 572M | $36.7B | +$417M | $64.25 | 344 |
| 2017 Q2 | 549M | $33B | -$2.8B | $60.13 | 321 |
| 2017 Q1 | 598M | $35B | -$901M | $58.55 | 333 |
| 2016 Q4 | 611M | $34B | +$451M | $55.68 | 330 |
| 2016 Q3 | 602M | $31.9B | +$233M | $52.99 | 293 |
| 2016 Q2 | 598M | $29.3B | +$144M | $49.00 | 289 |
| 2016 Q1 | 583M | $28.5B | +$2.22B | $48.86 | 274 |
| 2015 Q4 | 553M | $22.4B | -$3.04B | $40.44 | 282 |
| 2015 Q3 | 619M | $27.3B | +$112M | $44.08 | 289 |
| 2015 Q2 | 614M | $31.8B | +$258M | $51.63 | 294 |
| 2015 Q1 | 611M | $30.7B | +$218M | $50.20 | 300 |
| 2014 Q4 | 613M | $35.1B | +$588M | $57.09 | 321 |
| 2014 Q3 | 598M | $37.1B | -$920M | $61.85 | 312 |
| 2014 Q2 | 614M | $41B | +$524M | $66.61 | 296 |
| 2014 Q1 | 590M | $34.4B | -$152M | $58.02 | 297 |