Position in BMO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$153,226,534
-$584,609 QoQ
Shares Held
1,132,160
-4.5% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Clearbridge Investments, LLC holds $2,977,748,016 across 15 Banks - Diversified names. BMO ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,315,350 | $1,269,403,355 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,911,597 | $629,440,353 | |
| 3 | RY |
Royal Bank Of Canada
|
1,380,387 | $223,319,008 | |
| 4 | TD |
Toronto Dominion Bank
|
1,835,518 | $171,272,184 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
1,132,160 | $153,226,534 | |
| 6 | BNS |
Bank Of Nova Scotia
|
1,977,993 | $137,094,694 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,539,807 | $127,018,679 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
6,953,108 | $117,994,242 |
All Filings in BMO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,226,534 | 1,132,160 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $153,811,143 | 1,185,077 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $168,862,612 | 1,296,450 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $146,278,304 | 1,322,230 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $133,034,255 | 1,392,883 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $142,227,454 | 1,465,507 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $134,930,089 | 1,495,899 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $85,584,269 | 1,020,683 | Shares | Defined | 2024-08-27 | |
| 2024-03-31 | $93,733,728 | 959,600 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $96,419,602 | 974,526 | Shares | Defined | 2024-02-09 | |
| 2022-03-31 | $117,970 | 1,000 | Shares | Sole | 2022-05-13 | |
| 2020-06-30 | $53,050 | 1,000 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $50,260 | 1,000 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||