BANK OF MONTREAL /CAN/ hedge fund holdings
BMONYSE$165.70-0.60 (-0.36%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
BMO · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+27.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 139 | 149 | $9.73B | $1.75B | 531 | Aug 14, 2025 |
| Q3 2025 | 163 | 130 | $2.9B | $10.8B | 547 | Nov 14, 2025 |
| Q4 2025 | 161 | 156 | $2.09B | $4.53B | 584 | Feb 14, 2026 |
| Q1 2026 | 185 | 156 | $2.46B | $1.78B | 603 | May 15, 2026 |
| Q2 2026 | 192 | 182 | $2.34B | $2.04B | 615 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
615 filersNew position
73$139M+784K sh
Increased
119$2.21B+12.5M sh
Reduced
128-$1.96B-11.1M sh
Out / sold
54-$84.6M-479K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Bessemer Group Inc | Added 3406.41% | +$252M | $259M | 0.36% | Aug 12, 2026 |
| Canada Pension Plan Investment Board | Added 16.31% | +$180M | $1.28B | 0.71% | Aug 14, 2026 |
| FIL Ltd | Added 7.26% | +$148M | $2.18B | 1.56% | Aug 13, 2026 |
| Van Eck Associates Corp | Reduce 94.87% | -$139M | $7.51M | 0.00% | Aug 14, 2026 |
| Cibc World Market Inc. | Reduce 5.88% | -$137M | $2.19B | 3.52% | Aug 13, 2026 |
| Picton Mahoney Asset Management | Added 297.42% | +$125M | $167M | 1.23% | Aug 13, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 19.42% | +$120M | $737M | 1.04% | Aug 13, 2026 |
| Beutel, Goodman & Co Ltd. | Reduce 13.10% | -$71.8M | $476M | 3.50% | Aug 12, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Added 43.25% | +$67.8M | $225M | 1.41% | Aug 13, 2026 |
| 1832 Asset Management L.P. | Reduce 3.08% | -$52.3M | $1.64B | 0.82% | Aug 13, 2026 |
| Fiera Capital Corp | Reduce 7.81% | -$48M | $567M | 2.06% | Aug 7, 2026 |
| Intact Investment Management Inc. | Added 60.92% | +$41.9M | $111M | 3.15% | Jul 20, 2026 |
| Value Partners Investments Inc. | Reduce 45.60% | -$35.4M | $42.3M | 2.95% | Jul 15, 2026 |
| Susquehanna Fundamental Investments, LLC | Added 222.90% | +$35.1M | $50.8M | 0.96% | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 11.93% | +$30.2M | $283M | 0.19% | Aug 13, 2026 |
| Zurich Insurance Group Ltd | Reduce 31.08% | -$29.3M | $64.9M | 0.45% | Aug 14, 2026 |
| Cidel Asset Management Inc | Added 125.11% | +$28.9M | $51.9M | 2.50% | Jul 17, 2026 |
| Letko, Brosseau & Associates Inc | Reduce 9.70% | -$27.1M | $252M | 3.73% | Aug 13, 2026 |
| Scheer, Rowlett & Associates Investment Management Ltd. | Reduce 24.94% | -$26.2M | $78.9M | 5.67% | Aug 13, 2026 |
| Scotia Capital Inc. | Reduce 3.67% | -$22.4M | $588M | 2.20% | Aug 11, 2026 |
| APG Asset Management N.V. | Added 37.69% | +$21.5M | $78.6M | 0.19% | Aug 12, 2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | Sell 100% | -$20.7M | $0 | 0.00% | Jul 16, 2026 |
| Massachusetts Financial Services Co | Reduce 3.72% | -$12.6M | $325M | 0.10% | Aug 3, 2026 |
| Addenda Capital Inc. | Reduce 7.27% | -$12.3M | $157M | 4.26% | Jul 14, 2026 |
| First Trust Advisors LP | Reduce 24.39% | -$11.7M | $36.4M | 0.02% | Aug 11, 2026 |
| Guardian Capital LP | Reduce 9.66% | -$11.6M | $109M | 2.64% | Aug 14, 2026 |
| Guardian Partners Inc. | Reduce 17.49% | -$11.4M | $53.7M | 4.84% | Jul 29, 2026 |
| Public Sector Pension Investment Board | Added 5.54% | +$10.9M | $208M | 0.54% | Aug 13, 2026 |
| AustralianSuper Pty Ltd | New Buy | +$10M | $10M | 0.04% | Aug 12, 2026 |
| Mufg Securities (Canada), Ltd. | Reduce 5.36% | -$9.9M | $175M | 4.72% | Aug 12, 2026 |
| Bank of Nova Scotia Trust Co | Reduce 10.04% | -$8.8M | $78.8M | 6.54% | Aug 11, 2026 |
| SEB Asset Management AB | Reduce 28.32% | -$8.71M | $22.1M | 0.08% | Aug 4, 2026 |
| SIG North Trading, ULC | New Buy | +$8.65M | $8.65M | 0.16% | Aug 14, 2026 |
| Rathbones Group PLC | Reduce 50.61% | -$7.54M | $7.36M | 0.03% | Jul 23, 2026 |
| Kepler Cheuvreux (Suisse) SA | Added 85.81% | +$7.37M | $16M | 0.91% | Jul 15, 2026 |
| J. Safra Sarasin Holding AG | Added 2320.41% | +$7.2M | $7.51M | 0.11% | Jul 31, 2026 |
| Agf Management Ltd | Reduce 9.02% | -$7.16M | $72.2M | 0.28% | Aug 10, 2026 |
| Newport Trust Company, LLC | Reduce 2.89% | -$6.62M | $223M | 0.54% | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduce 23.71% | -$6.59M | $21.2M | 0.05% | Aug 13, 2026 |
| Mn Services Vermogensbeheer B.V. | Added 21.43% | +$6.25M | $35.4M | 0.27% | Jul 31, 2026 |
| Manning & Napier Advisors LLC | New Buy | +$6.17M | $6.17M | 0.08% | Aug 14, 2026 |
| Fideuram Asset Management (Ireland) dac | New Buy | +$6.07M | $6.07M | 0.12% | Jul 23, 2026 |
| Genus Capital Management Inc. | Added 30.38% | +$6.04M | $25.9M | 2.55% | Jul 29, 2026 |
| Montrusco Bolton Investments Inc. | Reduce 16.13% | -$5.84M | $30.4M | 0.47% | Jul 21, 2026 |
| CIBC Asset Management Inc | Reduce 0.48% | -$5.74M | $1.2B | 2.63% | Aug 3, 2026 |
| Credit Agricole S A | Added 63.16% | +$5.06M | $13.1M | 0.03% | Aug 14, 2026 |
| Maryland State Retirement & Pension System | Added 35.12% | +$4.96M | $19.1M | 0.33% | Jul 30, 2026 |
| Ethic Inc. | New Buy | +$4.82M | $4.82M | 0.06% | Jul 29, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 12.63% | -$4.68M | $32.4M | 0.03% | Aug 13, 2026 |
| Capital World Investors | New Buy | +$4.61M | $4.61M | 0.00% | Aug 12, 2026 |
| Aviso Financial Inc. | Reduce 2.57% | -$4.54M | $172M | 5.98% | Aug 13, 2026 |
| Delaney Capital Management Ltd. | Reduce 6.56% | -$4.47M | $63.6M | 10.07% | Aug 14, 2026 |
| Capital Wealth Planning, LLC | Added 10.01% | +$4.14M | $45.6M | 0.23% | Aug 14, 2026 |
| Erste Asset Management GmbH | Sell 100% | -$3.98M | $0 | 0.00% | Jul 28, 2026 |
| Swiss Life Asset Management Ltd | Added 17.69% | +$3.82M | $25.4M | 0.11% | Jul 29, 2026 |
| Zions Bancorporation, National Association | Reduce 98.71% | -$3.76M | $49.1K | 0.00% | Jul 31, 2026 |
| Quantinno Capital Management LP | Added 31.40% | +$3.64M | $15.2M | 0.02% | Aug 13, 2026 |
| Osmosis Investment Management UK Ltd | Reduce 47.17% | -$3.61M | $4.05M | 0.19% | Aug 13, 2026 |
| Purpose Unlimited Inc. | Reduce 6.00% | -$3.38M | $52.9M | 2.02% | Aug 13, 2026 |
| Korea Investment CORP | Added 4.81% | +$3.32M | $72.3M | 0.14% | Aug 12, 2026 |
| Susquehanna Advisors Group, Inc. | Sell 100% | -$3.23M | $0 | 0.00% | Aug 14, 2026 |
| DAVENPORT & Co LLC | Reduce 93.75% | -$3.16M | $210K | 0.00% | Jul 13, 2026 |
| Rempart Asset Management Inc. | Reduce 9.19% | -$3.11M | $30.7M | 6.30% | Jul 16, 2026 |
| Pictet Asset Management Holding SA | Reduce 4.31% | -$2.89M | $64.1M | 0.06% | Jul 30, 2026 |
| Generali Asset Management SPA SGR | Added 11.72% | +$2.82M | $26.8M | 0.49% | Jul 30, 2026 |
| Murchinson Ltd. | Sell 100% | -$2.71M | $0 | 0.00% | Aug 14, 2026 |
| Numerai GP LLC | Sell 100% | -$2.68M | $0 | 0.00% | Aug 14, 2026 |
| Campbell & CO Investment Adviser LLC | Reduce 90.12% | -$2.54M | $278K | 0.01% | Aug 3, 2026 |
| Northwest & Ethical Investments L.P. | Added 9.31% | +$2.47M | $28.9M | 0.67% | Aug 13, 2026 |
| BCV Asset Management Inc. | Reduce 2.05% | -$2.37M | $113M | 3.42% | Aug 10, 2026 |
| USS Investment Management Ltd | Reduce 12.14% | -$2.36M | $17.1M | 0.06% | Aug 11, 2026 |
| Natixis | Reduce 51.42% | -$2.34M | $2.21M | 0.01% | Aug 13, 2026 |
| Triasima Portfolio Management inc. | Added 9.36% | +$2.33M | $27.2M | 3.67% | Jul 21, 2026 |
| TD Private Client Wealth LLC | Reduce 99.33% | -$2.3M | $15.6K | 0.00% | Aug 4, 2026 |
| Vise Technologies, Inc. | Sell 100% | -$2.23M | $0 | 0.00% | Aug 11, 2026 |
| Wellington Management Group LLP | Added 12.99% | +$2.11M | $18.4M | 0.00% | Aug 14, 2026 |
| MML Investors Services, LLC | Reduce 59.21% | -$2.08M | $1.43M | 0.00% | Aug 7, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | Added 11.05% | +$2.01M | $20.2M | 0.17% | Jul 8, 2026 |
| Metis Global Partners, LLC | Reduce 55.60% | -$1.9M | $1.51M | 0.03% | Aug 10, 2026 |
| OMERS ADMINISTRATION Corp | Added 0.82% | +$1.78M | $217M | 1.30% | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 2.58% | -$1.66M | $62.6M | 0.10% | Aug 13, 2026 |
| Capital Fund Management S.A. | Reduce 16.72% | -$1.6M | $7.97M | 0.04% | Aug 13, 2026 |
| Assetmark, Inc | Reduce 71.88% | -$1.49M | $585K | 0.00% | Jul 30, 2026 |
| Worldquant Millennium Advisors LLC | Added 77.10% | +$1.46M | $3.34M | 0.01% | Aug 14, 2026 |
| Raleigh Capital Management Inc. | Reduce 99.92% | -$1.34M | $1.14K | 0.00% | Jul 21, 2026 |
| Mediolanum International Funds Ltd | Added 103.36% | +$1.31M | $2.57M | 0.02% | Jul 23, 2026 |
| Atria Investments, Inc | Sell 100% | -$1.29M | $0 | 0.00% | Jul 28, 2026 |
| Utah Retirement Systems | Reduce 9.13% | -$1.25M | $12.5M | 0.12% | Aug 14, 2026 |
| Avanza Fonder AB | Added 10.57% | +$1.23M | $12.9M | 0.28% | Jul 17, 2026 |
| Twin Tree Management, LP | Sell 100% | -$1.19M | $0 | 0.00% | Aug 12, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | Reduce 3.96% | -$1.16M | $28.2M | 0.13% | Aug 13, 2026 |
| UniSuper Management Pty Ltd | Added 33.34% | +$1.16M | $4.65M | 0.02% | Aug 14, 2026 |
| &Partners | Reduce 55.96% | -$1.08M | $846K | 0.00% | Aug 14, 2026 |
| Cardinal Capital Management, Inc. | Reduce 0.52% | -$928K | $176M | 4.26% | Jul 10, 2026 |
| Royal London Asset Management Ltd | Reduce 15.28% | -$846K | $4.69M | 0.01% | Aug 13, 2026 |
| Yousif Capital Management, LLC | Reduce 78.53% | -$840K | $230K | 0.00% | Jul 16, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added 30.40% | +$789K | $3.39M | 0.00% | Aug 14, 2026 |
| Fullerton Fund Management Co Ltd. | New Buy | +$777K | $777K | 0.05% | Aug 14, 2026 |
| Fulton Bank, N.A. | Reduce 59.56% | -$768K | $522K | 0.02% | Jul 9, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell 100% | -$765K | $0 | 0.00% | Jul 20, 2026 |