BMO
Bank of Montreal · Financial Services · Banks - Diversified
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | -2 | 280.97M | $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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Norges Bank ✦ (passive) | 8.64M | — | $724.94M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 3.01M | — | $254.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 3.01M | — | $254.91M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 962.23K | — | $80.68M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 350.57K | — | $29.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 350.57K | — | $29.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wellington Management ✦ | 69.75K | — | $5.85M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wellington Management ✦ | 69.75K | — | $5.85M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 40.79K | — | $3.42M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 17.30K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Capital World Investors ✦ | 9.75K | — | $818,302 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.