Security record
BMO
Bank of Montreal · Financial Services · Banks - Diversified
117Tracked holders
-2Δ holders
280.96MShares held
$50.42BReported value
+4New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -1.7% ·
share flow -0.7% ·
net new positions -0.9%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | -2 | 280.96M | $50.42B | +4 | −5 |
| Q1 2026 | 120 | 0 | 274.28M | $37.21B | +7 | −8 |
| Q4 2025 | 120 | +2 | 289.77M | $37.67B | +3 | — |
| Q3 2025 | 15 | -2 | 63.09M | $8.24B | +1 | −4 |
| Q2 2025 | 15 | -1 | 56.55M | $6.28B | +1 | −2 |
| Q1 2025 | 13 | +2 | 16.78M | $1.61B | +3 | −1 |
| Q4 2024 | 11 | 0 | 17.49M | $1.70B | +1 | −1 |
| Q3 2024 | 10 | +2 | 17.18M | $1.55B | +2 | — |
| Q2 2024 | 8 | — | 13.10M | $1.10B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Royal Bank Of Canada | 52.17M | -0.8% | $9.22B | 1.6% | ▼ Trim | 3 | SEC ↗ ×13 |
| 2 | Bank Of Montreal /Can/ | 28.13M | +0.5% | $4.97B | 1.8% | ▲ Add | 3 | SEC ↗ ×9 |
| 3 | Vanguard Capital Management Llc | 20.48M | +1.0% | $3.62B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Td Asset Management Inc | 15.23M | -20.2% | $2.69B | 2.3% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cibc World Market Inc. | 12.41M | -5.9% | $2.19B | 3.7% | ▼ Trim | 3 | SEC ↗ |
| 6 | FIL Ltd | 12.33M | +7.3% | $2.18B | 1.6% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Mackenzie Financial Corp | 8.55M | -0.4% | $2.14B | 2.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | National Bank Of Canada /Fi/ | 10.41M | -3.3% | $1.84B | 1.6% | ▼ Trim | 3 | SEC ↗ ×4 |
| 9 | Fidelity (FMR) ✦ | 9.53M | +30.6% | $1.68B | 0.1% | ▲ Add | 5 | SEC ↗ ×6 |
| 10 | 1832 Asset Management L.P. | 9.30M | -3.1% | $1.64B | 2.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (passive) | 8.80M | New | $1.55B | 0.2% | New | 1 | SEC ↗ |
| 12 | Geode Capital Management ✦ (passive) | 7.97M | +9.1% | $1.46B | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 13 | Canada Pension Plan Investment Board | 7.26M | +16.3% | $1.28B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 14 | CIBC Asset Management Inc | 6.75M | -0.5% | $1.20B | 2.6% | ▼ Trim | 3 | SEC ↗ |
| 15 | TD Waterhouse Canada Inc. | 6.35M | +2.0% | $1.13B | 3.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Toronto Dominion Bank | 5.63M | -9.1% | $994.54M | 1.7% | ▼ Trim | 3 | SEC ↗ ×5 |
| 17 | Caisse De Depot Et Placement Du… | 5.42M | 0.0% | $957.55M | 1.4% | Held | 3 | SEC ↗ |
| 18 | Bank Of Nova Scotia | 5.21M | +3.4% | $920.00M | 1.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Legal & General Group Plc | 4.21M | -8.5% | $744.21M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Healthcare Of Ontario Pension Plan… | 4.17M | +19.4% | $737.11M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Connor, Clark & Lunn Investment… | 3.84M | +83.7% | $677.07M | 1.3% | ▲ Add | 3 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 3.66M | -0.8% | $646.60M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 23 | JPMorgan Chase ✦ | 3.15M | -17.6% | $553.86M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 24 | Morgan Stanley ✦ | 2.90M | +31.7% | $512.87M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 25 | Goldman Sachs Group ✦ | 2.55M | -1.7% | $449.86M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 26 | Manufacturers Life Insurance… | 2.36M | -3.0% | $416.64M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 27 | Charles Schwab Investment… | 2.08M | +3.8% | $367.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Massachusetts Financial Services Co… | 1.30M | -3.7% | $324.84M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 29 | Deutsche Bank Ag\ | 1.33M | +2.5% | $235.79M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 30 | Newport Trust Company, LLC | 1.26M | -2.9% | $222.63M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 31 | Amundi | 1.22M | +10.0% | $217.82M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 32 | Invesco Ltd. | 1.20M | -29.4% | $212.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 33 | Clearbridge Investments, LLC | 1.15M | +1.9% | $202.46M | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Barclays Plc | 1.08M | -31.4% | $191.62M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 35 | UBS Group AG | 953.64K | +16.7% | $168.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 36 | Bank of New York Mellon Corp | 739.89K | +4.2% | $130.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 37 | Aviva Plc | 630.42K | +0.5% | $111.24M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 622.13K | -13.4% | $109.93M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 39 | Bank Of America Corp /De/ | 588.63K | -63.9% | $104.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 40 | Northern Trust Corp | 560.48K | -0.8% | $99.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | Nuveen, LLC | 526.77K | -0.6% | $93.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 42 | Two Sigma Investments ✦ | 511.84K | +2247.9% | $90.44M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 469.43K | +8.1% | $82.90M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 44 | American Century Companies Inc | 452.31K | +31.9% | $79.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Zurcher Kantonalbank (Zurich… | 430.92K | +39.3% | $76.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Korea Investment CORP | 409.04K | +4.8% | $72.27M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 47 | Pictet Asset Management Holding SA | 363.07K | -4.3% | $64.15M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 48 | Franklin Resources Inc | 349.58K | +1.4% | $61.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 49 | Russell Investments Group, Ltd. | 289.00K | -14.2% | $51.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 50 | Citigroup Inc | 251.31K | -40.6% | $44.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 51 | State Of Wisconsin Investment Board | 241.55K | -2.7% | $42.68M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 52 | Neuberger Berman Group LLC | 209.65K | +1.6% | $37.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | First Trust Advisors Lp | 205.96K | -24.4% | $36.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | D. E. Shaw & Co. ✦ | 194.60K | -35.6% | $34.36M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 55 | BNP Paribas Asset Management… | 183.47K | -12.6% | $32.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 56 | Millennium Management ✦ | 136.54K | -43.6% | $24.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Lazard Asset Management Llc | 128.51K | +4068.5% | $22.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 127.64K | -40.2% | $22.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Grantham, Mayo, Van Otterloo & Co.… | 120.05K | -23.7% | $21.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | LPL Financial LLC | 114.69K | -60.4% | $20.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Wellington Management ✦ | 104.11K | +13.0% | $18.39M | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 62 | Raymond James Financial Inc | 90.90K | -72.0% | $16.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 63 | Quantinno Capital Management LP | 86.20K | +31.4% | $15.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Creative Planning | 82.83K | +5.7% | $14.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Brown Advisory Inc | 81.42K | +3333.9% | $14.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Credit Agricole S A | 74.03K | +63.2% | $13.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 67 | Envestnet Asset Management Inc | 67.03K | -75.2% | $11.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Man Group plc | 62.68K | +50.7% | $11.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Alliancebernstein L.P. | 81.75K | +2.8% | $11.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Wells Fargo & Company/Mn | 58.02K | -80.0% | $10.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 71 | Mariner, LLC | 53.13K | -2.7% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Jane Street Group, Llc | 51.07K | +17.0% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 73 | Stifel Financial Corp | 49.98K | -49.7% | $8.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | Federated Hermes, Inc. | 48.74K | -91.9% | $8.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Ameriprise Financial Inc | 41.85K | -17.6% | $8.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 76 | Wealth Enhancement Advisory… | 44.40K | +9.8% | $7.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Assenagon Asset Management S.A. | 43.63K | +99.7% | $7.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 78 | Baird Financial Group, Inc. | 43.08K | +4.6% | $7.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 79 | Citadel Advisors ✦ | 35.48K | -50.1% | $6.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 80 | Commonwealth Equity Services, Llc | 35.12K | -1.7% | $6.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Cetera Investment Advisers | 33.55K | -31.1% | $5.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Allianz Asset Management GmbH | 32.58K | -29.0% | $5.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 83 | Jones Financial Companies Lllp | 29.05K | +43.5% | $5.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 84 | Ensign Peak Advisors, Inc | 26.93K | 0.0% | $4.76M | 0.0% | Held | 3 | SEC ↗ |
| 85 | Northwestern Mutual Wealth… | 26.89K | +7.3% | $4.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Royal London Asset Management Ltd | 26.54K | -15.3% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Susquehanna International Group, Llp | 26.27K | New | $4.64M | 0.0% | New | 1 | SEC ↗ |
| 88 | Capital World Investors ✦ | 26.07K | New | $4.61M | 0.0% | New | 1 | SEC ↗ |
| 89 | Us Bancorp \De\ | 25.19K | +1.4% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 90 | Hrt Financial Lp | 23.41K | +341.0% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Osaic Holdings, Inc. | 22.65K | +8.4% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 92 | HighTower Advisors, LLC | 22.18K | +0.3% | $3.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Corient Private Wealth LP | 21.84K | +29.5% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Cerity Partners LLC | 20.53K | +2.3% | $3.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 95 | DZ BANK AG Deutsche Zentral… | 19.19K | +30.4% | $3.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 96 | Rockefeller Capital Management L.P. | 17.21K | +7.3% | $3.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 97 | Pnc Financial Services Group, Inc. | 15.75K | -33.3% | $2.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 98 | Bnp Paribas Financial Markets | 15.46K | -78.0% | $2.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Focus Partners Wealth | 14.45K | +6.9% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Truist Financial Corp | 14.07K | -72.2% | $2.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $1.55B | 0.2% |
| Susquehanna International… | $4.64M | 0.0% |
| Capital World Investors | $4.61M | 0.0% |
Exited
| Peak6 Llc | $5.90M | was 0.2% |
| Simplex Trading, Llc | $1.01M | was 0.0% |
| Squarepoint Ops LLC | $930,869 | was 0.0% |
| Capstone Investment Advisors… | $567,075 | was 0.0% |
| Optiver Holding B.V. | $2,030 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 632 holders, 323.62M shares, $43.04B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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