BMONYSECommercial Banks, NECFiscal year ends October 31Also trades as AIQD, AIQU, BERZ, BNKD, BNKU, BRZD, BRZL, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, HYGD, HYGU, JETD, JETU, JPND, JPNU, LQDD, LQDU, MNGU, NRGD, NRGU, OILD, OILU, SHNY, SMHD, SMHU, SPYU, TAWN, TPEI, WTID, WTIU, XLCD, XLCU, XLPD, XLPU
BANK OF MONTREAL /CAN/
Financials through Q3 FY2026, quarter ended Jul 31, 2026Last filing: 40-F on Dec 4, 2025
$166.02−1.05 (-0.63%)
Close on Oct 19, 2026
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
335M
Shares held, 13F filers
Institutional holders
654
93 new, 63 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 37,021,722 | 5.10% | 13G (passive) | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BMO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Royal Bank of Canada | 52,167,653 | – | $9.22B | −430,389 | 1.37% |
| Bank Of Montreal /Can/ | 28,128,121 | – | $4.97B | +130,783 | 1.64% |
| Vanguard Capital Management LLC | 20,475,602 | – | $3.62B | +194,762 | 0.08% |
| TD Asset Management Inc | 15,233,725 | – | $2.69B | −3,852,876 | 2.33% |
| Cibc World Market Inc. | 12,410,915 | – | $2.19B | −774,883 | 3.52% |
| FIL Ltd | 12,329,093 | – | $2.18B | +834,860 | 1.56% |
| National Bank Of Canada /Fi/ | 10,405,423 | – | $1.84B | −354,875 | 1.31% |
| FMR LLC | 9,527,449 | – | $1.68B | +2,234,256 | 0.07% |
| 1832 Asset Management L.P. | 9,303,809 | – | $1.64B | −296,120 | 0.82% |
| Norges Bank | 8,796,707 | – | $1.55B | New | 0.15% |
| Mackenzie Financial Corp | 8,547,687 | – | $2.14B | −34,501 | 2.14% |
| Geode Capital Management, LLC | 7,973,622 | – | $1.46B | +661,553 | 0.08% |
| Canada Pension Plan Investment Board | 7,256,202 | – | $1.28B | +1,017,326 | 0.71% |
| CIBC Asset Management Inc | 6,747,985 | – | $1.20B | −32,333 | 2.63% |
| TD Waterhouse Canada Inc. | 6,350,903 | – | $1.13B | +123,387 | 2.97% |
| Vanguard Fiduciary Trust Co | 6,264,886 | – | $1.11B | +29,196 | 0.24% |
| Toronto Dominion Bank | 5,632,710 | – | $994.54M | −564,683 | 1.15% |
| Vanguard Global Advisers, LLC | 5,426,252 | – | $959.07M | +441,974 | 0.45% |
| Caisse De Depot Et Placement Du Quebec | 5,419,567 | – | $957.55M | – | 1.36% |
| Bank Of Nova Scotia | 5,205,604 | – | $920.00M | +173,121 | 1.39% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 654 | 335M | 93 / 213 | 211 / 63 | 24M | 17M |
| Q1 2026 | 636 | 328M | 78 / 206 | 213 / 49 | 53M | 23M |
| Q4 2025 | 616 | 331M | 94 / 188 | 199 / 42 | 27M | 36M |
| Q3 2025 | 578 | 346M | 76 / 195 | 181 / 54 | 26M | 94M |
| Q2 2025 | 565 | 415M | 64 / 184 | 198 / 48 | 89M | 19M |
| Q1 2025 | 556 | 345M | 76 / 186 | 166 / 47 | 19M | 41M |
| Q4 2024 | 536 | 369M | 106 / 190 | 137 / 33 | 50M | 25M |
| Q3 2024 | 470 | 345M | 41 / 158 | 157 / 44 | 19M | 29M |
| Q2 2024 | 477 | 355M | 53 / 156 | 173 / 62 | 29M | 26M |
| Q1 2024 | 491 | 354M | 52 / 178 | 149 / 44 | 25M | 16M |
| Q4 2023 | 488 | 346M | 78 / 149 | 171 / 40 | 27M | 29M |
| Q3 2023 | 456 | 349M | 37 / 180 | 136 / 47 | 15M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BMO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total International Stock Index Fund | 10,406,411 | – | $2.62B | 0.29% | Jul 31, 2026 |
| Vanguard Developed Markets Index Fund | 6,910,948 | – | $1.73B | 0.39% | Jun 30, 2026 |
| Fidelity SAI Canada Equity Index Fund | 3,559,918 | – | $455.54M | 4.03% | Jul 31, 2026 |
| Fidelity Series Canada Fund | 3,305,678 | – | $423.00M | 5.79% | Jul 31, 2026 |
| JPMorgan BetaBuilders Canada ETF | 2,508,730 | – | $321.02M | 4.14% | Jul 31, 2026 |
| Vanguard Ftse All-World Ex-US Index Fund | 1,680,480 | – | $422.59M | 0.31% | Jul 31, 2026 |
| Schwab International Equity ETF | 1,581,549 | – | $186.63M | 0.39% | May 31, 2026 |
| Fidelity Series Global ex U.S. Index Fund | 1,368,002 | – | $175.05M | 0.33% | Jul 31, 2026 |
| iShares MSCI Canada ETF | 1,261,573 | – | $148.63M | 3.74% | May 31, 2026 |
| The Dfa International Value Series | 1,259,989 | – | $226.11M | 1.18% | Jul 31, 2026 |
| iShares Core MSCI Total International Stock ETF | 948,425 | – | $121.36M | 0.29% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | 862,106 | – | $107.36M | 0.38% | Jun 30, 2026 |
| Vanguard International High Dividend Yield Index Fund | 806,502 | – | $202.81M | 0.66% | Jul 31, 2026 |
| Old Westbury Large Cap Strategies Fund | 800,298 | – | $102.41M | 0.56% | Jul 31, 2026 |
| iShares Core MSCI International Developed Markets ETF | 748,911 | – | $95.83M | 0.42% | Jul 31, 2026 |