BMO · NYSE · Banks - Diversified

Bank of Montreal (BMO)

Provides banking, wealth management, and capital-markets services across Canada and the United States.

$174.72
vs last close−2.47 (−1.39%)

13F · 13D/G · Form 4

Institutions48.17%337.41M shares
700 holders · as of Jun 30, 2026
Other51.83%363.01M shares
remainder

700.42M company shares as of Aug 25, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Royal Bank of CanadaInstitution
7.45%52.17Mas of Jun 30, 2026
Bank of Montreal /Can/Institution
4.02%28.13Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.92%20.48Mas of Jun 30, 2026
TD Asset Management IncInstitution
2.17%15.23Mas of Jun 30, 2026
CIBC World Market Inc.Institution
1.77%12.41Mas of Jun 30, 2026
FIL LtdInstitution
1.76%12.33Mas of Jun 30, 2026
National Bank of Canada /FI/Institution
1.49%10.41Mas of Jun 30, 2026
FMR LLCInstitution
1.36%9.53Mas of Jun 30, 2026
1832 Asset Management L.P.Institution
1.33%9.30Mas of Jun 30, 2026
Norges BankInstitution
1.26%8.80Mas of Jun 30, 2026
Mackenzie Financial CorpInstitution
1.22%8.55Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.14%7.97Mas of Jun 30, 2026
Canada Pension Plan Investment BoardInstitution
1.04%7.26Mas of Jun 30, 2026
CIBC Asset Management IncInstitution
0.96%6.75Mas of Jun 30, 2026
TD Waterhouse Canada Inc.Institution
0.91%6.35Mas of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.89%6.26Mas of Jun 30, 2026
Toronto Dominion BankInstitution
0.80%5.63Mas of Jun 30, 2026
Vanguard Global Advisers, LLCInstitution
0.77%5.43Mas of Jun 30, 2026
Caisse de Depot et Placement du QuebecInstitution
0.77%5.42Mas of Jun 30, 2026
Bank of Nova ScotiaInstitution
0.74%5.21Mas of Jun 30, 2026
Legal & General Group PLCInstitution
0.60%4.21Mas of Jun 30, 2026
Healthcare of Ontario Pension Plan Trust FundInstitution
0.60%4.17Mas of Jun 30, 2026
Connor, Clark & Lunn Investment Management Ltd.Institution
0.55%3.84Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
0.52%3.66Mas of Jun 30, 2026
Federation Des Caisses Desjardins du QuebecInstitution
0.48%3.37Mas of Jun 30, 2026

13F, as of Jun 30, 2026

700 holders · 337.41M shares · 95 new positions · 313 increased · 217 reduced · 73 closed

HolderShares% outstandingChg q/qFiled
Royal Bank of Canada52.17M7.45%−430.4KAug 14, 2026
Bank of Montreal /Can/28.13M4.02%+130.8KAug 12, 2026
Vanguard Capital Management LLC20.48M2.92%+194.8KAug 13, 2026
TD Asset Management Inc15.23M2.17%−3.85MAug 4, 2026
CIBC World Market Inc.12.41M1.77%−774.9KAug 13, 2026
FIL Ltd12.33M1.76%+834.9KAug 13, 2026
National Bank of Canada /FI/10.41M1.49%−354.9KAug 10, 2026
FMR LLC9.53M1.36%+2.23MAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.5.10%37.02M13GJul 17, 2025

Form 4

Latest trades

Nothing filed in the last 12 months.

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Ro Khanna · CA17Purchase$15,001 – $50,000Jun 24, 2026Jul 8, 2026
Rep. Ro Khanna · CA17Purchase$1,001 – $15,000Mar 16, 2026Apr 9, 2026