Skip to main content
Equibles

Clearbridge Investments, LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1348883 NEW YORK, NY
Back to BMO Full portfolio

Position in BMO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$203,880,877
+$50,654,343 QoQ
Shares Held
1,153,825
+1.9% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#46
of 656 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority Sole 74% Shared 0% None 26%

Common Shares in BMO Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Clearbridge Investments, LLC holds $3,435,601,536 across 15 Banks - Diversified names. BMO ranks #5 (5.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 JPM
Jpmorgan Chase & Co
 4,174,142 $1,366,321,900
2 BAC
Bank Of America Corp /De/
 12,003,595 $683,964,843
3 RY
Royal Bank Of Canada
 1,262,862 $261,374,548
4 TD
Toronto Dominion Bank
 1,746,571 $212,086,115
5 BMO
Bank Of Montreal /Can/
This page 		1,153,825 $203,880,877
6 UBS
UBS Group AG
 3,295,070 $163,303,669
7 BNS
Bank Of Nova Scotia
 1,813,747 $157,505,789
8 MUFG
Mitsubishi Ufj Financial Group Inc
 5,723,173 $113,833,910

All Filings in BMO

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $203,880,877 1,153,825
2026-03-31 $153,226,534 1,132,160
2025-12-31 $153,811,143 1,185,077
2025-09-30 $168,862,612 1,296,450
2025-06-30 $146,278,304 1,322,230
2025-03-31 $133,034,255 1,392,883
2024-12-31 $142,227,454 1,465,507
2024-09-30 $134,930,089 1,495,899
2024-06-30 $85,584,269 1,020,683
2024-03-31 $93,733,728 959,600
2023-12-31 $96,419,602 974,526
2022-03-31 $117,970 1,000
2020-06-30 $53,050 1,000
2020-03-31 $50,260 1,000