BMO
Bank Of Montreal /Can/Company with tickers: BMO, FNGD, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGO, FNGS, FNGU, GDXD, GDXU, JETD, JETU, NRGD, NRGU, OILD, OILU, SHNY, WTID, WTIU
CIK
927971
CUSIP
063671101
Shares Outstanding
700,416,619
13F Activity (30d)
332 filings
318 filers
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 641
Total Value: $46,266,846,658
Total Shares: 341,856,414
Showing 1–100
of 668 holdings by value
· page 1 of 7
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 641 13F filers · Δ vs Dec 31, 2025Top Holder
17.1%
+0.9 pts
Top 5
40.8%
−2.4 pts
Top 10
55.0%
−2.2 pts
HHI
531
Broadly held−17
Quarterly Activity
vs Dec 31, 2025
New
80
Increased
207
Decreased
216
Sold Out
57
Unchanged
138
Holder count:
+23
Institutional value:
+2.5%
Shares held:
-1.7%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large TD Waterhouse Canada Inc. | +3,910,927 | 6,227,516 | |
| Mega ROYAL BANK OF CANADA | +2,205,371 | 58,547,042 | |
| Mega FIL Ltd | +2,049,071 | 11,494,233 | |
| Mega BARCLAYS PLC | +1,550,882 | 1,579,728 | |
| Large Public Sector Pension Investment Board | +724,084 | 1,115,513 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Beutel, Goodman & Co Ltd. | −1,888,849 | 3,101,868 | |
| Mega MORGAN STANLEY | −1,613,793 | 2,203,613 | |
| Mega D. E. Shaw & Co., Inc. | −1,255,018 | 2,486,503 | |
| Mid SIG North Trading, ULC | −997,248 | 2,161,900 | |
| Large BANK OF NOVA SCOTIA | −932,886 | 5,032,483 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 20,280,840 | $2,744,808,885 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 6,235,690 | $843,938,284 | |
| Mega Vanguard Global Advisers, LLC | 4,984,278 | $674,572,184 | |
| Mega VANGUARD ASSET MANAGEMENT, Ltd | 1,430,284 | $193,574,636 | |
| Large Zurich Insurance Group Ltd/FI | 533,308 | $72,177,904 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 33,017,205 | $4,285,303,035 | |
| Mega NORGES BANK | 8,156,958 | $1,058,691,578 | |
| — FORSTA AP-FONDEN | 180,600 | $23,440,074 | |
| Mid Skandinaviska Enskilda Banken AB (publ) | 167,739 | $21,770,844 | |
| Large RENAISSANCE TECHNOLOGIES LLC | 164,995 | $21,414,701 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega ROYAL BANK OF CANADA Bank | $7,118,619,000 | 15.39% | 52,598,042 | Shares | Defined | 2026-05-15 | ||||
| Mega BANK OF MONTREAL /CAN/ Bank | $3,789,159,721 | 8.19% | 27,997,338 | Shares | Defined | 2026-05-13 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $2,744,808,885 | 5.93% | 20,280,840 | Shares | Defined | 2026-05-15 | ||||
| Mega TD Asset Management Inc | $2,583,180,579 | 5.58% | 19,086,601 | Shares | Sole | 2026-05-11 | ||||
| Large CIBC WORLD MARKET INC. | $1,784,565,901 | 3.86% | 13,185,798 | Shares | Sole | 2026-05-14 | ||||
| Mega FIL Ltd | $1,555,629,493 | 3.36% | 11,494,233 | Shares | Defined | 2026-05-15 | ||||
| Large NATIONAL BANK OF CANADA /FI/ Bank | $1,456,298,729 | 3.15% | 10,760,298 | Shares | Defined | 2026-05-15 | ||||
| Large 1832 Asset Management L.P. | $1,299,254,390 | 2.81% | 9,599,929 | Shares | Sole | 2026-05-14 | ||||
| Large MACKENZIE FINANCIAL CORP | $1,161,513,323 | 2.51% | 8,582,188 | Shares | Sole | 2026-05-13 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $989,615,418 | 2.14% | 7,312,069 | Shares | Defined | 2026-05-15 | ||||
| Mega FMR LLC | $987,060,739 | 2.13% | 7,293,193 | Shares | Defined | 2026-05-15 | ||||
| Large CIBC Asset Management Inc | $917,648,238 | 1.98% | 6,780,318 | Shares | Sole | 2026-05-12 | ||||
| Mega CANADA PENSION PLAN INVESTMENT BOARD Pension | $844,369,477 | 1.82% | 6,238,876 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $843,938,284 | 1.82% | 6,235,690 | Shares | Defined | 2026-05-08 | ||||
| Large TD Waterhouse Canada Inc. | $842,832,015 | 1.82% | 6,227,516 | Shares | Defined | 2026-05-12 | ||||
| Large TORONTO DOMINION BANK Bank | $838,755,167 | 1.81% | 6,197,393 | Shares | Defined | 2026-05-15 | ||||
| Large Caisse de depot et placement du Quebec | $733,484,197 | 1.59% | 5,419,567 | Shares | Sole | 2026-05-14 | ||||
| Large BANK OF NOVA SCOTIA Bank | $681,096,248 | 1.47% | 5,032,483 | Shares | Defined | 2026-05-14 | ||||
| Mega Vanguard Global Advisers, LLC | $674,572,184 | 1.46% | 4,984,278 | Shares | Defined | 2026-05-08 | ||||
| Mega ROYAL BANK OF CANADA Bank | $661,812,600 | 1.43% | 4,890,000 | Put | Defined | 2026-05-15 | ||||
| Mega Legal & General Group Plc | $622,990,455 | 1.35% | 4,603,151 | Shares | Defined | 2026-05-08 | ||||
| Large Federation des caisses Desjardins du Quebec | $541,208,417 | 1.17% | 3,998,880 | Shares | Defined | 2026-05-14 | ||||
| Mega JPMORGAN CHASE & CO | $516,399,239 | 1.12% | 3,815,570 | Shares | Other | 2026-05-13 | ||||
| Mega DIMENSIONAL FUND ADVISORS LP | $499,221,077 | 1.08% | 3,688,644 | Shares | Sole | 2026-05-07 | ||||
| Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Pension | $473,104,248 | 1.02% | 3,495,672 | Shares | Sole | 2026-05-14 | ||||
| Large Fiera Capital Corp | $471,879,150 | 1.02% | 3,486,620 | Shares | Sole | 2026-05-12 | ||||
| Large SCOTIA CAPITAL INC. | $468,508,914 | 1.01% | 3,461,718 | Shares | Defined | 2026-05-13 | ||||
| Large Beutel, Goodman & Co Ltd. | $419,806,815 | 0.91% | 3,101,868 | Shares | Sole | 2026-05-15 | ||||
| Mega GOLDMAN SACHS GROUP INC | $350,371,032 | 0.76% | 2,588,821 | Shares | Defined | 2026-05-15 | ||||
| Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance | $329,531,922 | 0.71% | 2,434,845 | Shares | Defined | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $298,236,977 | 0.64% | 2,203,613 | Shares | Defined | 2026-05-15 | ||||
| Large Connor, Clark & Lunn Investment Management Ltd. | $282,917,984 | 0.61% | 2,090,424 | Shares | Sole | 2026-05-11 | ||||
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $271,218,517 | 0.59% | 2,003,979 | Shares | Sole | 2026-05-15 | ||||
| Mega D. E. Shaw & Co., Inc. | $235,275,056 | 0.51% | 1,738,400 | Put | Defined | 2026-05-15 | ||||
| Mega Invesco Ltd. | $230,928,466 | 0.50% | 1,706,284 | Shares | Defined | 2026-05-12 | ||||
| Mid SIG North Trading, ULC | $226,274,946 | 0.49% | 1,671,900 | Put | Sole | 2026-05-15 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $220,776,890 | 0.48% | 1,631,276 | Shares | Defined | 2026-05-18 | ||||
| Mid LETKO, BROSSEAU & ASSOCIATES INC | $213,841,260 | 0.46% | 1,580,030 | Shares | Sole | 2026-05-12 | ||||
| Mega BARCLAYS PLC | $213,800,386 | 0.46% | 1,579,728 | Shares | Defined | 2026-05-15 | ||||
| Mega VANGUARD ASSET MANAGEMENT, Ltd | $193,574,636 | 0.42% | 1,430,284 | Shares | Defined | 2026-05-08 | ||||
| Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $182,886,835 | 0.40% | 1,351,314 | Shares | Defined | 2026-05-14 | ||||
| Mega DEUTSCHE BANK AG\ Bank | $176,289,009 | 0.38% | 1,302,564 | Shares | Defined | 2026-05-06 | ||||
| Large Newport Trust Company, LLC Bank | $175,585,379 | 0.38% | 1,297,365 | Shares | Other | 2026-05-14 | ||||
| Large OMERS ADMINISTRATION Corp | $165,203,447 | 0.36% | 1,220,655 | Shares | Sole | 2026-05-15 | ||||
| Large ACADIAN ASSET MANAGEMENT LLC | $161,769,330 | 0.35% | 1,195,281 | Shares | Defined | 2026-05-13 | ||||
| Mega Clearbridge Investments, LLC | $153,226,534 | 0.33% | 1,132,160 | Shares | Defined | 2026-05-13 | ||||
| Large Public Sector Pension Investment Board Pension | $150,973,529 | 0.33% | 1,115,513 | Shares | Sole | 2026-05-13 | ||||
| Mega Amundi | $149,556,517 | 0.32% | 1,105,043 | Shares | Defined | 2026-05-18 | ||||
| Large TORONTO DOMINION BANK Bank | $149,077,010 | 0.32% | 1,101,500 | Call | Defined | 2026-05-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $143,325,060 | 0.31% | 1,059,000 | Call | Defined | 2026-05-15 | ||||
| Mid MUFG SECURITIES (CANADA), LTD. Broker-Dealer | $141,777,717 | 0.31% | 1,047,567 | Shares | Defined | 2026-05-11 | ||||
| Mid Cardinal Capital Management, Inc. | $135,952,684 | 0.29% | 1,004,527 | Shares | Sole | 2026-04-07 | ||||
| Mid Aviso Financial Inc. | $135,245,397 | 0.29% | 999,301 | Shares | Sole | 2026-05-14 | ||||
| Large BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $120,132,791 | 0.26% | 887,637 | Shares | Sole | 2026-05-14 | ||||
| Mid Alberta Investment Management Corp | $113,979,017 | 0.25% | 842,168 | Shares | Sole | 2026-04-29 | ||||
| Mega VAN ECK ASSOCIATES CORP | $112,086,287 | 0.24% | 828,183 | Shares | Defined | 2026-05-15 | ||||
| Mega UBS Group AG | $110,573,589 | 0.24% | 817,006 | Shares | Defined | 2026-05-05 | ||||
| Mega BlackRock, Inc. | $97,240,434 | 0.21% | 718,490 | Shares | Sole | 2026-05-13 | ||||
| Mega Bank of New York Mellon Corp Bank | $96,126,856 | 0.21% | 710,262 | Shares | Defined | 2026-05-05 | ||||
| Mid GUARDIAN CAPITAL LP | $92,122,283 | 0.20% | 680,673 | Shares | Sole | 2026-05-15 | ||||
| Mid Addenda Capital Inc. | $91,228,363 | 0.20% | 674,068 | Shares | Sole | 2026-04-15 | ||||
| Large TORONTO DOMINION BANK Bank | $89,811,624 | 0.19% | 663,600 | Put | Defined | 2026-05-15 | ||||
| Mid BCV Asset Management Inc. | $88,747,986 | 0.19% | 655,741 | Shares | Sole | 2026-05-08 | ||||
| Large AVIVA PLC | $84,890,932 | 0.18% | 627,242 | Shares | Defined | 2026-05-14 | ||||
| Large FEDERATED HERMES, INC. | $81,820,067 | 0.18% | 604,552 | Shares | Defined | 2026-05-11 | ||||
| Mid Scheer, Rowlett & Associates Investment Management Ltd. | $80,706,625 | 0.17% | 596,325 | Shares | Sole | 2026-05-11 | ||||
| Mega NORTHERN TRUST CORP Bank | $76,461,279 | 0.17% | 564,957 | Shares | Defined | 2026-05-14 | ||||
| Mid Hillsdale Investment Management Inc. | $73,599,110 | 0.16% | 543,809 | Shares | Sole | 2026-05-04 | ||||
| Large Zurich Insurance Group Ltd/FI Insurance | $72,177,904 | 0.16% | 533,308 | Shares | Defined | 2026-05-15 | ||||
| Mega Nuveen, LLC | $71,708,274 | 0.15% | 529,838 | Shares | Defined | 2026-04-30 | ||||
| Mega BANK OF MONTREAL /CAN/ Bank | $69,023,400 | 0.15% | 510,000 | Put | Defined | 2026-05-13 | ||||
| Mid BANK OF NOVA SCOTIA TRUST CO Bank | $67,129,857 | 0.15% | 496,009 | Shares | Other | 2026-05-13 | ||||
| Mid SIG North Trading, ULC | $66,316,600 | 0.14% | 490,000 | Call | Sole | 2026-05-15 | ||||
| Large AGF MANAGEMENT LTD | $60,758,456 | 0.13% | 448,932 | Shares | Sole | 2026-05-07 | ||||
| Mega D. E. Shaw & Co., Inc. | $60,361,640 | 0.13% | 446,000 | Call | Defined | 2026-05-15 | ||||
| Mid Value Partners Investments Inc. | $59,624,307 | 0.13% | 440,552 | Shares | Sole | 2026-04-21 | ||||
| Mega AQR CAPITAL MANAGEMENT LLC | $58,765,708 | 0.13% | 434,208 | Shares | Other | 2026-05-15 | ||||
| Mega CITIGROUP INC | $57,277,105 | 0.12% | 423,209 | Shares | Defined | 2026-05-11 | ||||
| Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $54,966,310 | 0.12% | 406,135 | Shares | Sole | 2026-05-01 | ||||
| Large State of Tennessee, Department of Treasury | $54,460,951 | 0.12% | 402,401 | Shares | Sole | 2026-05-15 | ||||
| Large Korea Investment CORP | $52,817,111 | 0.11% | 390,255 | Shares | Sole | 2026-05-13 | ||||
| Mid INTACT INVESTMENT MANAGEMENT INC. | $52,715,606 | 0.11% | 389,505 | Shares | Sole | 2026-05-08 | ||||
| Large Pictet Asset Management Holding SA | $51,349,890 | 0.11% | 379,414 | Shares | Sole | 2026-04-22 | ||||
| Large APG Asset Management N.V. | $49,999,874 | 0.11% | 369,439 | Shares | Defined | 2026-05-13 | ||||
| Mid Guardian Partners Inc. | $49,827,045 | 0.11% | 368,162 | Shares | Sole | 2026-05-18 | ||||
| Large CANADA LIFE ASSURANCE Co Insurance | $49,412,363 | 0.11% | 365,098 | Shares | Sole | 2026-05-14 | ||||
| Large Vanguard Investments Australia, Ltd. | $47,656,326 | 0.10% | 352,123 | Shares | Defined | 2026-05-08 | ||||
| Mega FRANKLIN RESOURCES INC | $46,679,168 | 0.10% | 344,903 | Shares | Defined | 2026-05-13 | ||||
| Mega AMERICAN CENTURY COMPANIES INC | $46,394,281 | 0.10% | 342,798 | Shares | Defined | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $45,587,514 | 0.10% | 336,837 | Shares | Defined | 2026-05-08 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $43,880,880 | 0.09% | 324,227 | Shares | Defined | 2026-05-14 | ||||
| Mid Purpose Unlimited Inc. | $43,085,082 | 0.09% | 318,347 | Shares | Sole | 2026-05-15 | ||||
| Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank | $41,876,496 | 0.09% | 309,417 | Shares | Sole | 2026-05-15 | ||||
| Mega D. E. Shaw & Co., Inc. | $40,886,620 | 0.09% | 302,103 | Shares | Defined | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $39,288,522 | 0.08% | 290,295 | Shares | Defined | 2026-05-11 | ||||
| Mega LPL Financial LLC | $39,187,561 | 0.08% | 289,549 | Shares | Sole | 2026-05-06 | ||||
| Mega FIRST TRUST ADVISORS LP | $36,868,781 | 0.08% | 272,416 | Shares | Sole | 2026-05-13 | ||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $36,605,139 | 0.08% | 270,468 | Shares | Sole | 2026-05-04 | ||||
| Large STATE OF WISCONSIN INVESTMENT BOARD | $33,612,095 | 0.07% | 248,353 | Shares | Sole | 2026-05-15 | ||||
| Large Candriam S.C.A. | $33,025,937 | 0.07% | 244,022 | Shares | Sole | 2026-04-30 | ||||
| No holders match your search. | ||||||||||