BANK MONTREAL MEDIUM (BMO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
640
Reporting holders
$61.5B
Reported value
46.9%
Of shares outstanding
3.4%
Held as options
+24
Holder change
Institutions report 332,367,352 shares against 708,905,679 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2025-10-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | $9.6B | 52,167,653 | 1.43% | 31q | -0.8%-$79.4M |
| BANK OF MONTREAL /CAN/ | $5.0B | 28,128,121 | 1.64% | 31q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.6B | 20,475,602 | 0.08% | 2q | +1.0%+$34.4M |
| TD Asset Management Inc | $2.7B | 15,233,725 | 2.33% | 31q | -20.2%-$680.7M |
| CIBC WORLD MARKET INC. | $2.2B | 12,410,915 | 3.52% | 31q | -5.9%-$137.0M |
| FIL Ltd | $2.2B | 12,329,093 | 1.56% | 31q | +7.3%+$147.6M |
| MACKENZIE FINANCIAL CORP | $2.1B | 8,547,687 | 2.14% | 31q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $1.9B | 10,405,423 | 1.38% | 19q | -3.3%-$66.0M |
| 1832 Asset Management L.P. | $1.7B | 9,303,809 | 0.85% | 31q | -3.1%-$54.0M |
| FMR LLC | $1.7B | 9,527,449 | 0.07% | 31q | +30.6%+$394.9M |
| NORGES BANK | $1.6B | 8,796,707 | 0.15% | 32q | +7.8%+$113.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.5B | 7,973,622 | 0.08% | 31q | +9.0%+$120.9M |
| TORONTO DOMINION BANK | $1.3B | 5,632,710 | 1.48% | 31q | -9.1%-$128.6M |
| CANADA PENSION PLAN INVESTMENT BOARD | $1.3B | 7,256,202 | 0.71% | 31q | +16.3%+$179.6M |
| CIBC Asset Management Inc | $1.2B | 6,747,985 | 2.63% | 31q | HELD |
| TD Waterhouse Canada Inc. | $1.1B | 6,350,903 | 2.97% | 10q | +2.0%+$21.9M |
| VANGUARD FIDUCIARY TRUST CO | $1.1B | 6,264,886 | 0.24% | 2q | HELD |
| Vanguard Global Advisers, LLC | $959.1M | 5,426,252 | 0.45% | 2q | +8.9%+$78.1M |
| Caisse de depot et placement du Quebec | $957.5M | 5,419,567 | 1.36% | 23q | HELD |
| BANK OF NOVA SCOTIA | $920.0M | 5,205,604 | 1.39% | 24q | +3.4%+$30.6M |
| Legal & General Group Plc | $744.2M | 4,212,134 | 0.16% | 31q | -8.5%-$69.1M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $737.1M | 4,174,425 | 1.04% | 27q | +19.4%+$119.9M |
| Connor, Clark & Lunn Investment Management Ltd. | $677.1M | 3,839,476 | 1.28% | 31q | +83.7%+$308.4M |
| DIMENSIONAL FUND ADVISORS LP | $646.6M | 3,659,355 | 0.12% | 31q | -0.8%-$5.2M |
| Federation des caisses Desjardins du Quebec | $593.7M | 3,374,200 | 1.81% | 38q | -15.6%-$109.9M |
| SCOTIA CAPITAL INC. | $587.8M | 3,334,549 | 2.20% | 24q | -3.7%-$22.4M |
| Fiera Capital Corp | $567.1M | 3,214,287 | 2.06% | 31q | -7.8%-$48.0M |
| JPMORGAN CHASE & CO | $553.9M | 3,145,509 | 0.03% | 31q | -17.6%-$118.0M |
| MORGAN STANLEY | $512.9M | 2,902,505 | 0.03% | 35q | +31.7%+$123.5M |
| GOLDMAN SACHS GROUP INC | $449.9M | 2,545,917 | 0.04% | 31q | -1.7%-$7.6M |
| D. E. Shaw & Co., Inc. | $430.4M | 194,600 | 0.20% | 23q | -35.6%-$237.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $416.6M | 2,361,978 | 0.33% | 31q | -3.0%-$12.9M |
| Public Sector Pension Investment Board | $415.8M | 2,354,706 | 0.54% | 31q | +111.1%+$218.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $367.6M | 2,080,308 | 0.05% | 9q | +3.8%+$13.5M |
| Sixth Street Partners Management Company, L.P. | $367.6M | 2,080,308 | 0.05% | new | NEW |
| SIG North Trading, ULC | $349.1M | 48,961 | 6.44% | 18q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $324.8M | 1,300,991 | 0.10% | 31q | -3.7%-$12.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $283.0M | 1,600,956 | 0.19% | 2q | +11.9%+$30.2M |
| LETKO, BROSSEAU & ASSOCIATES INC | $252.1M | 1,426,775 | 3.73% | 31q | -9.7%-$27.1M |
| DEUTSCHE BANK AG\ | $235.8M | 1,334,415 | 0.07% | 34q | +2.4%+$5.6M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | $224.5M | 1,271,498 | 1.41% | 31q | +43.2%+$67.8M |
| Newport Trust Company, LLC | $222.6M | 1,259,908 | 0.54% | 31q | -2.9%-$6.6M |
| Amundi | $217.8M | 1,215,809 | 0.05% | 21q | +10.0%+$19.8M |
| OMERS ADMINISTRATION Corp | $217.4M | 1,230,715 | 1.30% | 20q | +0.8%+$1.8M |
| Invesco Ltd. | $212.7M | 1,203,872 | 0.02% | 31q | -29.4%-$88.8M |
| Clearbridge Investments, LLC | $202.5M | 1,153,825 | 0.17% | 11q | +1.9%+$3.8M |
| BARCLAYS PLC | $191.6M | 1,084,437 | 0.04% | 31q | -31.4%-$87.5M |
| Cardinal Capital Management, Inc. | $176.3M | 999,266 | 4.26% | 31q | -0.5%-$928.0K |
| MUFG SECURITIES (CANADA), LTD. | $175.0M | 991,466 | 4.72% | 10q | -5.4%-$9.9M |
| Aviso Financial Inc. | $172.0M | 973,584 | 5.98% | 9q | -2.6%-$4.5M |
| UBS Group AG | $168.5M | 953,638 | 0.02% | 31q | +16.7%+$24.1M |
| PICTON MAHONEY ASSET MANAGEMENT | $166.7M | 945,606 | 1.23% | 5q | +297.4%+$124.8M |
| Addenda Capital Inc. | $156.7M | 625,064 | 4.26% | 31q | -7.3%-$12.3M |
| Alberta Investment Management Corp | $143.0M | 810,135 | 0.80% | 31q | -3.8%-$5.7M |
| Bank of New York Mellon Corp | $130.7M | 739,895 | 0.02% | 31q | +4.2%+$5.2M |
| BCV Asset Management Inc. | $113.2M | 642,300 | 3.42% | 3q | -2.0%-$2.4M |
| AVIVA PLC | $111.2M | 630,423 | 0.16% | 31q | +0.5%+$561.3K |
| INTACT INVESTMENT MANAGEMENT INC. | $110.8M | 626,785 | 3.15% | 31q | +60.9%+$41.9M |
| BlackRock, Inc. | $109.9M | 622,130 | 0.00% | 8q | -13.4%-$17.0M |
| GUARDIAN CAPITAL LP | $108.6M | 614,927 | 2.64% | 31q | -9.7%-$11.6M |
| BANK OF AMERICA CORP /DE/ | $104.0M | 588,633 | 0.01% | 31q | -63.9%-$184.2M |
| NORTHERN TRUST CORP | $99.0M | 560,484 | 0.01% | 31q | -0.8%-$790.4K |
| Nuveen, LLC | $93.1M | 526,771 | 0.02% | 6q | -0.6%-$541.9K |
| TWO SIGMA INVESTMENTS, LP | $91.8M | 511,838 | 0.07% | 13q | +2247.9%+$87.9M |
| Murchinson Ltd. | $82.9M | options only | 11.44% | 4q | OPTIONS |
| AQR CAPITAL MANAGEMENT LLC | $82.9M | 469,429 | 0.03% | 7q | +8.1%+$6.2M |
| Hillsdale Investment Management Inc. | $81.3M | 460,739 | 1.85% | 31q | -15.3%-$14.7M |
| AMERICAN CENTURY COMPANIES INC | $79.9M | 452,310 | 0.04% | 27q | +31.9%+$19.4M |
| Scheer, Rowlett & Associates Investment Management Ltd. | $78.9M | 447,594 | 5.67% | 22q | -24.9%-$26.2M |
| BANK OF NOVA SCOTIA TRUST CO | $78.8M | 446,227 | 6.54% | 24q | -10.0%-$8.8M |
| APG Asset Management N.V. | $78.6M | 508,694 | 0.19% | 7q | +37.7%+$21.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $76.1M | 430,916 | 0.15% | 31q | +39.3%+$21.5M |
| Korea Investment CORP | $72.3M | 409,037 | 0.14% | 31q | +4.8%+$3.3M |
| AGF MANAGEMENT LTD | $72.2M | 408,424 | 0.28% | 12q | -9.0%-$7.2M |
| State of Tennessee, Department of Treasury | $71.4M | 403,848 | 0.21% | 13q | HELD |
| Zurich Insurance Group Ltd/FI | $64.9M | 367,582 | 0.45% | 2q | -31.1%-$29.3M |
| Pictet Asset Management Holding SA | $64.1M | 363,071 | 0.06% | 12q | -4.3%-$2.9M |
| Delaney Capital Management Ltd. | $63.6M | 360,775 | 10.07% | 3q | -6.6%-$4.5M |
| Vanguard Investments Australia, Ltd. | $62.1M | 351,288 | 0.15% | 2q | HELD |
| FRANKLIN RESOURCES INC | $61.7M | 349,582 | 0.01% | 31q | +1.4%+$826.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $61.5M | 26,266 | 0.00% | 31q | HELD |
| Waratah Capital Advisors Ltd. | $56.5M | options only | 1.92% | new | OPTIONS |
| Guardian Partners Inc. | $53.7M | 303,771 | 4.84% | 7q | -17.5%-$11.4M |
| Purpose Unlimited Inc. | $52.9M | 299,232 | 2.02% | 3q | -6.0%-$3.4M |
| CIDEL ASSET MANAGEMENT INC | $51.9M | 294,015 | 2.50% | 31q | +125.1%+$28.9M |
| Russell Investments Group, Ltd. | $51.1M | 289,001 | 0.04% | 31q | -14.2%-$8.5M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $50.8M | 287,700 | 0.96% | 3q | +222.9%+$35.1M |
| MILLENNIUM MANAGEMENT LLC | $45.8M | 136,542 | 0.02% | 22q | -43.6%-$35.3M |
| Capital Wealth Planning, LLC | $45.6M | 257,802 | 0.23% | 4q | +10.0%+$4.1M |
| Flat Footed LLC | $44.5M | options only | 3.41% | 2q | OPTIONS |
| CITIGROUP INC | $44.4M | 251,308 | 0.01% | 31q | -40.6%-$30.4M |
| CITADEL ADVISORS LLC | $44.2M | 35,484 | 0.01% | 31q | -50.1%-$44.5M |
| STATE OF WISCONSIN INVESTMENT BOARD | $42.7M | 241,553 | 0.09% | 3q | -2.7%-$1.2M |
| Value Partners Investments Inc. | $42.3M | 239,642 | 2.95% | 27q | -45.6%-$35.4M |
| NEUBERGER BERMAN GROUP LLC | $37.0M | 209,653 | 0.02% | 31q | +1.6%+$577.0K |
| Candriam S.C.A. | $36.9M | 209,138 | 0.17% | 31q | -14.3%-$6.2M |
| FIRST TRUST ADVISORS LP | $36.4M | 205,963 | 0.02% | 31q | -24.4%-$11.7M |
| INTECH INVESTMENT MANAGEMENT LLC | $36.2M | 204,697 | 0.33% | 10q | +9.0%+$3.0M |
| Investment Management Corp of Ontario | $35.3M | 200,024 | 0.45% | 15q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $32.4M | 183,475 | 0.03% | 3q | -12.6%-$4.7M |
Showing the largest 100 of 670 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 640 | $61.5B | 332,367,352 | 84 | 186 | 201 | 3.4% |
| Q1 2026 | 616 | $45.9B | 321,927,781 | 67 | 183 | 189 | 4.7% |
| Q4 2025 | 588 | $44.6B | 323,400,232 | 56 | 166 | 176 | 5.4% |
| Q3 2025 | 553 | $46.7B | 336,094,580 | 70 | 166 | 157 | 6.1% |
| Q2 2025 | 537 | $47.8B | 406,313,420 | 53 | 155 | 177 | 5.8% |
| Q1 2025 | 524 | $34.0B | 337,643,525 | 56 | 161 | 145 | 5.1% |
| Q4 2024 | 510 | $35.5B | 360,251,814 | 80 | 161 | 117 | 6.0% |
| Q3 2024 | 442 | $30.8B | 337,581,102 | 35 | 134 | 142 | 5.4% |
| Q2 2024 | 446 | $28.6B | 347,317,137 | 40 | 130 | 152 | 3.0% |
| Q1 2024 | 457 | $33.6B | 347,453,016 | 41 | 143 | 127 | 3.2% |
| Q4 2023 | 453 | $33.2B | 339,209,106 | 48 | 132 | 151 | 2.7% |
| Q3 2023 | 416 | $28.5B | 342,229,844 | 32 | 149 | 115 | 2.5% |
| Q2 2023 | 423 | $27.5B | 308,029,320 | 41 | 137 | 114 | 3.1% |
| Q1 2023 | 413 | $27.4B | 310,246,614 | 38 | 123 | 121 | 3.5% |
| Q4 2022 | 377 | $26.7B | 294,636,511 | 33 | 106 | 128 | 4.7% |
| Q3 2022 | 465 | $27.5B | 300,468,195 | 33 | 160 | 127 | 4.0% |
| Q2 2022 | 493 | $29.2B | 294,132,843 | 42 | 152 | 131 | 3.0% |
| Q1 2022 | 514 | $35.1B | 288,751,104 | 70 | 167 | 128 | 2.9% |
| Q4 2021 | 493 | $30.2B | 268,048,156 | 47 | 136 | 145 | 4.3% |
| Q3 2021 | 463 | $28.7B | 275,911,473 | 48 | 139 | 118 | 3.6% |
| Q2 2021 | 447 | $29.2B | 275,067,747 | 55 | 120 | 124 | 3.2% |
| Q1 2021 | 418 | $25.6B | 274,428,991 | 48 | 146 | 94 | 3.6% |
| Q4 2020 | 409 | $21.8B | 275,571,661 | 59 | 86 | 131 | 3.3% |
| Q3 2020 | 365 | $15.9B | 262,183,037 | 40 | 102 | 115 | 3.0% |
| Q2 2020 | 382 | $13.7B | 249,814,640 | 36 | 99 | 147 | 3.1% |
| Q1 2020 | 403 | $14.2B | 273,507,135 | 23 | 121 | 136 | 3.1% |
| Q4 2019 | 452 | $21.3B | 269,759,175 | 38 | 118 | 118 | 1.7% |
| Q3 2019 | 435 | $21.0B | 278,108,581 | 36 | 130 | 131 | 2.1% |
| Q2 2019 | 445 | $21.8B | 284,010,926 | 44 | 115 | 132 | 1.5% |
| Q1 2019 | 458 | $21.7B | 285,412,392 | 43 | 109 | 159 | 1.2% |
| Q4 2018 | 438 | $19.5B | 287,466,271 | 7 | 7 | 10 | 1.4% |