MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in BMO — Bank Of Montreal /Can/
CIK 912938
Boston, MA
Position in BMO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$182,886,835
-$14,641,731 QoQ
Shares Held
1,351,314
-11.2% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,005,528,112 across 15 Banks - Diversified names. BMO ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,662,099 | $4,313,003,038 | |
| 2 | UBS |
UBS Group AG
|
65,542,061 | $2,560,728,320 | |
| 3 | C |
Citigroup Inc
|
13,354,702 | $1,514,556,749 | |
| 4 | TD |
Toronto Dominion Bank
|
14,219,093 | $1,326,783,563 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
15,105,182 | $1,202,523,536 | |
| 6 | BAC |
Bank Of America Corp /De/
|
9,833,307 | $479,373,714 | |
| 7 | RY |
Royal Bank Of Canada
|
2,157,232 | $348,996,990 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
1,351,314 | $182,886,835 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $182,886,835 | 1,351,314 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $197,528,566 | 1,521,909 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $198,685,563 | 1,525,417 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $175,081,045 | 1,582,582 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $151,394,237 | 1,585,114 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $156,100,266 | 1,608,452 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $147,171,943 | 1,631,618 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $136,622,673 | 1,629,370 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $154,454,644 | 1,581,231 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $153,198,003 | 1,548,393 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $127,092,099 | 1,506,366 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $135,965,317 | 1,505,540 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $133,124,726 | 1,493,937 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $128,243,575 | 1,415,492 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $103,324,843 | 1,178,969 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $67,192,440 | 698,684 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $78,138,727 | 662,361 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $73,478,289 | 682,123 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $64,781,416 | 649,568 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $66,986,961 | 653,149 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $59,092,263 | 663,064 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $51,383,963 | 675,838 | Shares | Defined | 2021-05-12 | |
| 2020-09-30 | $28,792,625 | 492,940 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $28,697,450 | 540,951 | Shares | Defined | 2020-11-20 | |
| 2020-03-31 | $31,310,120 | 622,963 | Shares | Defined | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||