13FBOX
BANK MONTREAL MEDIUM COM · 13F Institutional Holdings
Options Calculator Rankings

BANK MONTREAL MEDIUM COM

BMO
Institutions
667
Combined AUM (Q2 2026)
$61.93B
Combined Shares (Q2 2026)
345.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+16.9M
310 · 96 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-23.1M
284 · 71 Exit · ≈
⚖️ Net
-6.2M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$61.93B
Institutions
667
New Buys
96
Adds
214
Reduces
213
Exits
71
Unchanged
144
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ROYAL BANK OF CANADA
1.43%1.39%#45$9.62B54.4M$7.92B58.5M-4.1M-7.02%Reduce
BANK OF MONTREAL /CAN/
1.67%1.48%#41$4.98B28.2M$3.86B28.5M-279,217-0.98%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
0.08%0.07%#203$3.62B20.5M$2.75B20.3M+194,762+0.96%Add
TD ASSET MANAGEMENT INC
2.33%2.09%#32$2.69B15.2M$2.58B19.1M-3.9M-20.19%Reduce
CIBC WORLD MARKET INC.
3.43%2.92%#18$2.19B12.4M$1.79B13.2M-795,883-6.03%Reduce
FIL Ltd
1.54%1.17%#43$2.18B12.3M$1.56B11.5M+834,860+7.26%Add
MACKENZIE FINANCIAL CORP
2.08%1.39%#34$2.14B8.5M$1.16B8.6M-34,501-0.40%Reduce
NATIONAL BANK OF CANADA /FI/
1.59%1.47%#42$1.84B10.4M$1.45B10.8M-354,875-3.30%Reduce
FMR LLC
0.07%0.05%#206$1.68B9.5M$987.8M7.3M+2.2M+30.63%Add
1832 Asset Management L.P.
0.82%1.19%#63$1.64B9.3M$1.30B9.6M-296,120-3.08%Reduce
NORGES BANK
0.15%0.14%#144$1.55B8.8M$993.9M10.4M-1.6M-15.47%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.08%0.06%#202$1.46B8.0M$1.02B7.3M+661,553+9.05%Add
TORONTO DOMINION BANK
1.48%1.55%#44$1.28B7.3M$1.08B8.0M-696,183-8.74%Reduce
CANADA PENSION PLAN INVESTMENT BOARD
0.71%0.55%#66$1.28B7.3M$845.2M6.2M+1.0M+16.31%Add
CIBC Asset Management Inc
2.63%2.25%#26$1.20B6.7M$920.5M6.8M-32,333-0.48%Reduce
TD Waterhouse Canada Inc.
2.97%2.52%#22$1.13B6.4M$848.6M6.2M+123,387+1.98%Add
VANGUARD FIDUCIARY TRUST CO
0.24%0.22%#107$1.11B6.3M$844.6M6.2M+29,196+0.47%Add
Vanguard Global Advisers, LLC
0.45%0.36%#83$959.1M5.4M$675.1M5.0M+441,974+8.87%Add
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
1.36%1.17%#48$957.5M5.4M$731.7M5.4M00.00%Unchanged
BANK OF NOVA SCOTIA
1.39%1.19%#47$920.0M5.2M$681.5M5.0M+173,121+3.44%Add
Legal & General Group Plc
0.16%0.14%#143$744.2M4.2M$621.5M4.6M-391,017-8.49%Reduce
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
1.04%0.76%#58$737.1M4.2M$473.3M3.5M+678,753+19.42%Add
Connor, Clark & Lunn Investment Management Ltd.
1.28%0.65%#52$677.1M3.8M$283.2M2.1M+1.7M+83.67%Add
DIMENSIONAL FUND ADVISORS LP
0.12%0.1%#166$646.6M3.7M$499.2M3.7M-29,289-0.79%Reduce
Federation des caisses Desjardins du Quebec
1.81%1.93%#39$593.7M3.4M$536.9M4.0M-624,680-15.62%Reduce
SCOTIA CAPITAL INC.
2.18%1.92%#33$587.8M3.3M$466.0M3.5M-127,169-3.67%Reduce
Fiera Capital Corp
2.05%1.61%#35$567.1M3.2M$471.4M3.5M-272,333-7.81%Reduce
JPMORGAN CHASE & CO
0.03%0.03%#311$553.9M3.1M$502.0M3.8M-670,061-17.56%Reduce
MORGAN STANLEY
0.03%0.02%#328$512.9M2.9M$285.1M2.2M+713,417+32.59%Add
Beutel, Goodman & Co Ltd.
3.51%2.84%#17$476.3M2.7M$418.8M3.1M-406,274-13.10%Reduce
GOLDMAN SACHS GROUP INC
0.04%0.04%#278$449.9M2.5M$350.4M2.6M-42,904-1.66%Reduce
D. E. Shaw & Co., Inc.
0.2%0.2%#115$430.4M2.4M$336.7M2.5M-48,903-1.97%Reduce
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.32%0.28%#94$416.6M2.4M$329.5M2.4M-72,867-2.99%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.05%0.04%#254$367.6M2.1M$270.6M2.0M+76,329+3.81%Add
SIG North Trading, ULC
6.44%5.87%#5$349.1M2.0M$292.6M2.2M-186,239-8.61%Reduce
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.11%0.09%#176$324.8M1.3M$253.5M1.4M-50,323-3.72%Reduce
VANGUARD ASSET MANAGEMENT, Ltd
0.19%0.17%#120$283.0M1.6M$193.7M1.4M+170,672+11.93%Add
BESSEMER GROUP INC
0.36%0.01%#90$259.6M1.5M$5.7M41,906+1.4M+3,406.41%Add
LETKO, BROSSEAU & ASSOCIATES INC
3.73%3.44%#13$252.1M1.4M$213.3M1.6M-153,255-9.70%Reduce
DEUTSCHE BANK AG\
0.07%0.06%#211$235.8M1.3M$176.3M1.3M+31,851+2.45%Add
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
1.41%0.71%#46$224.5M1.3M$120.3M887,637+383,861+43.25%Add
Newport Trust Company, LLC
0.54%0.43%#74$222.6M1.3M$175.6M1.3M-37,457-2.89%Reduce
Amundi
0.05%0.04%#245$217.8M1.2M$151.7M1.1M+110,766+10.02%Add
OMERS ADMINISTRATION Corp
1.3%1.06%#50$217.4M1.2M$164.8M1.2M+10,060+0.82%Add
Invesco Ltd.
0.02%0.03%#371$212.7M1.2M$230.9M1.7M-502,412-29.44%Reduce
ACADIAN ASSET MANAGEMENT LLC
0.25%0.23%#106$211.6M1.2M$161.4M1.2M+2,398+0.20%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.54%0.47%#75$207.9M1.2M$151.1M1.1M+61,840+5.54%Add
Clearbridge Investments, LLC
0.17%0.13%#135$202.5M1.2M$152.0M1.1M+21,665+1.91%Add
BARCLAYS PLC
0.04%0.05%#291$191.6M1.1M$213.8M1.6M-495,291-31.35%Reduce
Cardinal Capital Management, Inc.
4.32%3.65%#11$176.3M999,266$135.6M1.0M-5,261-0.52%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow