Position in BMO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,161,513,323
-$44,660,190 QoQ
Shares Held
8,582,188
-7.7% QoQ
Ownership
1.23%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Derivatives in BMO
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$1,069,440
PutShares
12,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MACKENZIE FINANCIAL CORP holds $9,306,919,028 across 11 Banks - Diversified names. BMO ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
19,481,596 | $3,151,732,600 | |
| 2 | TD |
Toronto Dominion Bank
|
24,114,490 | $2,250,123,061 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
8,582,188 | $1,161,513,323 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
10,257,007 | $971,851,413 | |
| 5 | BNS |
Bank Of Nova Scotia
|
8,645,354 | $599,209,485 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
1,983,783 | $583,549,607 | |
| 7 | BAC |
Bank Of America Corp /De/
|
3,994,319 | $194,723,051 | |
| 8 | C |
Citigroup Inc
|
1,549,318 | $175,708,154 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,161,513,323 | 8,582,188 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,206,173,513 | 9,293,270 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,239,500,028 | 9,516,315 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,112,018,685 | 10,051,692 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $971,272,994 | 10,169,333 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,185,526,697 | 12,215,628 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $954,736,873 | 10,584,666 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $957,229,671 | 11,415,977 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,283,847,018 | 13,143,397 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,434,193,575 | 14,495,589 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,160,678,933 | 13,757,010 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,236,163,370 | 13,688,001 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,115,464,811 | 12,517,841 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,146,421,052 | 12,653,654 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,076,346,716 | 12,281,455 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,085,705,540 | 11,289,441 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,347,849,365 | 11,425,357 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,048,626,192 | 9,734,740 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,017,928,352 | 10,206,842 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,151,795,054 | 11,230,451 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $987,854,561 | 11,084,544 | Shares | Sole | 2021-05-14 | |
| 2021-03-31 | $1,069,440 | 12,000 | Put | Sole | 2021-05-14 | |
| 2020-12-31 | $447,453,352 | 5,885,221 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $366,451,606 | 6,273,782 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $333,155,114 | 6,280,021 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||