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Equibles

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)
32 filings 21 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, 2025
Top Holder
17.1%
Jun 2023 → Mar 2026 · range 16.6% – 20.9%
+0.5 pts
Top 5
40.8%
Jun 2023 → Mar 2026 · range 40.8% – 46.3%
−3.6 pts
Top 10
55.0%
Jun 2023 → Mar 2026 · range 55.0% – 64.2%
−3.8 pts
HHI
531
Jun 2023 → Mar 2026 · range 531 – 703
Broadly held−44

Quarterly Activity

vs Dec 31, 2025
New
83
Increased
205
Decreased
215
Sold Out
57
Unchanged
138
Holder count: +26
Institutional value: +5.3%
Shares held: +1.0%

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 1832 Asset Management L.P. −817,314 9,599,929

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
Large BANK OF NOVA SCOTIA 5,032,483 $681,096,248
Mega Vanguard Global Advisers, LLC 4,984,278 $674,572,184
Large HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3,495,672 $473,104,248

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
Filter: New 83 Increased 205 Reduced 215 Sold out 57 Unchanged 138
Showing 100 of 668
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large NOMURA ASSET MANAGEMENT CO LTD $0 0.00% 0
Small High Note Wealth, LLC $135 0.00% 1
Micro Mowery & Schoenfeld Wealth Management, LLC $135 0.00% 1
Micro RMG Wealth Management LLC $270 0.00% 2
Micro Nvest Wealth Strategies, Inc. $270 0.00% 2
Micro Frazier Financial Advisors, LLC $406 0.00% 3
Micro Quest 10 Wealth Builders, Inc. $541 0.00% 4
Small CREATIVE FINANCIAL DESIGNS INC /ADV $812 0.00% 6
Small Colonial Trust Co / SC Bank $947 0.00% 7
Micro Financial Network Wealth Advisors LLC $1,082 0.00% 8
Micro Stone House Investment Management, LLC $1,353 0.00% 10
Micro Intentional Wealth Strategies, LLC $1,488 0.00% 11
Small CoreCap Advisors, LLC $1,624 0.00% 12
Small Private Wealth Asset Management, LLC $1,624 0.00% 12
Mid HANTZ FINANCIAL SERVICES, INC. $1,624 0.00% 12
Micro Westfuller Advisors, LLC $1,894 0.00% 14
Mid Optiver Holding B.V. $2,030 0.00% 15
Micro EVOLUTION WEALTH MANAGEMENT INC. $2,436 0.00% 18
Micro Kilter Group LLC $2,977 0.00% 22
Micro Bell Investment Advisors, Inc $3,112 0.00% 23
Micro Cornerstone Financial Management LLC $3,112 0.00% 23
Small Parkside Financial Bank & Trust Bank $3,112 0.00% 23
Micro Godfrey Financial Associates, Inc. $3,112 0.00% 23
Micro STEPH & CO $3,383 0.00% 25
Small VALLEY NATIONAL ADVISERS INC $3,518 0.00% 26
Small Root Financial Partners, LLC $3,924 0.00% 29
Micro Western Pacific Wealth Management, LP $4,330 0.00% 32
Micro MASECO LLP $4,872 0.00% 36
Mid Colonial Trust Advisors $5,413 0.00% 40
Mid Penserra Capital Management LLC $5,684 0.00% 42
Small SJS Investment Consulting Inc. $5,819 0.00% 43
Small Financial Perspectives, Inc $6,496 0.00% 48
Micro RETIREMITTEN FINANCIAL LLC $6,767 0.00% 50
Small MV CAPITAL MANAGEMENT, INC. $6,767 0.00% 50
Small Financial Avengers, Inc. $6,767 0.00% 50
Small Atlantic Edge Private Wealth Management, LLC $6,767 0.00% 50
Micro Kingdom Financial Group LLC. $7,308 0.00% 54
Micro Lloyd Advisory Services, LLC. $7,308 0.00% 54
Small McIlrath & Eck, LLC $7,443 0.00% 55
Small Triumph Capital Management $7,714 0.00% 57
Small Physician Wealth Advisors, Inc. $8,120 0.00% 60
Mid COUNTRY TRUST BANK Bank $8,391 0.00% 62
Small HIGHLINE WEALTH PARTNERS LLC $8,797 0.00% 65
Small Westside Investment Management, Inc. $9,473 0.00% 70
Small FINANCIAL CONSULATE, INC $9,473 0.00% 70
Micro Signature Resources Capital Management, LLC $9,609 0.00% 71
Mid GHP Investment Advisors, Inc. $10,691 0.00% 79
Small Richard W. Paul & Associates, LLC $10,827 0.00% 80
Small Rossby Financial, LCC $10,962 0.00% 81
Micro MBM WEALTH CONSULTANTS, LLC $11,774 0.00% 87
Large NISA INVESTMENT ADVISORS, LLC $12,180 0.00% 90
Mid Harvest Fund Management Co., Ltd $12,180 0.00% 90
Micro Bare Financial Services, Inc $12,586 0.00% 93
Small Princeton Global Asset Management LLC $13,534 0.00% 100
Small Pinnacle Wealth Planning Services, Inc. $14,481 0.00% 107
Small Essential Partners LLC $14,752 0.00% 109
Small MCF Advisors LLC $14,887 0.00% 110
Micro SFAM, LLC $14,887 0.00% 110
Small JFS WEALTH ADVISORS, LLC $16,376 0.00% 121
Small Tradewinds Capital Management, LLC $16,917 0.00% 125
Small Addison Advisors LLC $17,864 0.00% 132
Mid Blue Trust, Inc. $17,999 0.00% 133
Small Jackson, Grant Investment Advisers, Inc. $18,000 0.00% 133
Micro Cornerstone Planning Group LLC $18,135 0.00% 134
Small JPL Wealth Management, LLC $20,706 0.00% 153
Mid FIRST HORIZON CORP $22,737 0.00% 168
Micro Bruce G. Allen Investments, LLC $24,090 0.00% 178
Mid BNP PARIBAS $25,714 0.00% 190
Small Trust Co Bank $26,120 0.00% 193
Micro WFA of San Diego, LLC $33,835 0.00% 250
Small TWIN PEAKS WEALTH ADVISORS, LLC $34,105 0.00% 252
Micro 1620 INVESTMENT ADVISORS, INC. $34,376 0.00% 254
Small Bank & Trust Co Bank $35,594 0.00% 263
Mid IFP Advisors, Inc $36,000 0.00% 266
Small Financial Management Professionals, Inc. $37,218 0.00% 275
Mid Western Wealth Management, LLC $37,489 0.00% 277
Micro SWISS RE LTD $39,248 0.00% 290
Small LRI Investments, LLC $39,789 0.00% 294
Micro True Wealth Design, LLC $40,195 0.00% 297
Small Innovative Asset Advisors Group, LLC $40,602 0.00% 300
Small Truvestments Capital LLC $40,602 0.00% 300
Small Sunbelt Securities, Inc. Broker-Dealer $43,850 0.00% 324
Small Capital Analysts, LLC $44,797 0.00% 331
Micro IAG Wealth Partners, LLC $45,338 0.00% 335
Small Winch Advisory Services, LLC $47,369 0.00% 350
Micro Harbor Asset Planning, Inc. $47,638 0.00% 352
Small VIRTUS ADVISERS, LLC $51,158 0.00% 378
Mid Larson Financial Group LLC $52,376 0.00% 387
Small Crewe Advisors LLC $54,136 0.00% 400
Micro VISION FINANCIAL MARKETS LLC $54,136 0.00% 400
Micro Strategic Investment Solutions, Inc. /IL $54,136 0.00% 400
Small TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA $54,948 0.00% 406
Micro CDKV HOLDINGS LLC $55,760 0.00% 412
Small CARY STREET PARTNERS INVESTMENT ADVISORY LLC $56,165 0.00% 415
Small JNBA Financial Advisors $59,549 0.00% 440
Mid Arax Advisory Partners $59,549 0.00% 440
Micro IFG Advisory, LLC $60,903 0.00% 450
Micro Birchwood Financial Partners, Inc. $63,203 0.00% 467
Micro BAYBAN $66,181 0.00% 489
Small TOTH FINANCIAL ADVISORY CORP $67,670 0.00% 500

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