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Security record · archived quarter

BMO

Bank of Montreal · Financial Services · Banks - Diversified

173.46 +0.6% mkt cap $121.49B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
8Tracked holders
Δ holders
13.10MShares held
$1.10BReported value
+0New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2024
#ManagerSharesΔ sharesValueTheir weightHeld
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.

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 2024 · Methodology · Get this via the API