BANK MONTREAL QUE (BMO): Institutional Ownership
Hedge funds and institutional managers reporting a position in BMO · Financials. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
16
13F filers
Aggregate Value
$99.0M
Across holders
Last Price
$175.10
2026-06-26
Sector
Financials
GICS
Holder activity5 new2 added9 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 213K | $28.9M | 29.2% | 0.0% | Reduced | $-18.6M | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 | Hedge Fund | 165K | $21.4M | 21.6% | 0.0% | Reduced | $-10.7M | Q4 2025 |
| Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 | Institutional Manager | 157K | $21.2M | 21.5% | 0.1% | Added | +$3.4M | Q1 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 70K | $9.5M | 9.6% | 0.0% | Reduced | $-60.3M | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 39K | $5.3M | 5.3% | 0.0% | Added | +$5.3M | Q1 2026 |
| ExodusPoint Capital Management, LP CIK 0001736225 | Hedge Fund | 29K | $3.8M | 3.8% | 0.0% | New | — | Q3 2025 |
| TWO SIGMA INVESTMENTS, LP CIK 0001179392 | Hedge Fund | 22K | $3.0M | 3.0% | 0.0% | Reduced | $-7.4M | Q1 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 18K | $2.4M | 2.4% | 0.0% | New | — | Q3 2025 |
| TUDOR INVESTMENT CORP ET AL CIK 0000923093 | Hedge Fund | 6K | $853K | 0.9% | 0.0% | Reduced | $-1.0M | Q1 2026 |
| MARSHALL WACE, LLP CIK 0001318757 | Hedge Fund | 7K | $728K | 0.7% | 0.0% | New | — | Q2 2025 |
| Bridgewater Associates, LP CIK 0001350694 | Hedge Fund | 5K | $619K | 0.6% | 0.0% | Reduced | $-53K | Q4 2025 |
| ICONIQ Capital, LLC CIK 0001569709 | Family Office | 4K | $392K | 0.4% | 0.0% | New | — | Q2 2025 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 2K | $342K | 0.3% | 0.0% | Reduced | $-89K | Q1 2026 |
| Walleye Capital LLC CIK 0001758720 | Hedge Fund | 2K | $325K | 0.3% | 0.0% | Reduced | $-3.1M | Q1 2026 |
| Verition Fund Management LLC CIK 0001454027 | Hedge Fund | 2K | $211K | 0.2% | 0.0% | New | — | Q2 2025 |
| Man Group plc CIK 0001637460 | Hedge Fund | 900 | $122K | 0.1% | 0.0% | Reduced | $-4.7M | Q1 2026 |
Reduced
Hedge Fund
$28.9M· 29.2% of total· 0.0% port· 213K sh· $-18.6M QoQ· Q1 2026
Reduced
Hedge Fund
$21.4M· 21.6% of total· 0.0% port· 165K sh· $-10.7M QoQ· Q4 2025
Added
Institutional Manager
$21.2M· 21.5% of total· 0.1% port· 157K sh· +$3.4M QoQ· Q1 2026
Reduced
Hedge Fund
$9.5M· 9.6% of total· 0.0% port· 70K sh· $-60.3M QoQ· Q1 2026
Added
Hedge Fund
$5.3M· 5.3% of total· 0.0% port· 39K sh· +$5.3M QoQ· Q1 2026
New
Hedge Fund
$3.8M· 3.8% of total· 0.0% port· 29K sh· — QoQ· Q3 2025
Reduced
Hedge Fund
$3.0M· 3.0% of total· 0.0% port· 22K sh· $-7.4M QoQ· Q1 2026
New
Hedge Fund
$2.4M· 2.4% of total· 0.0% port· 18K sh· — QoQ· Q3 2025
Reduced
Hedge Fund
$853K· 0.9% of total· 0.0% port· 6K sh· $-1.0M QoQ· Q1 2026
New
Hedge Fund
$728K· 0.7% of total· 0.0% port· 7K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$619K· 0.6% of total· 0.0% port· 5K sh· $-53K QoQ· Q4 2025
New
Family Office
$392K· 0.4% of total· 0.0% port· 4K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$342K· 0.3% of total· 0.0% port· 2K sh· $-89K QoQ· Q1 2026
Reduced
Hedge Fund
$325K· 0.3% of total· 0.0% port· 2K sh· $-3.1M QoQ· Q1 2026
New
Hedge Fund
$211K· 0.2% of total· 0.0% port· 2K sh· — QoQ· Q2 2025
Reduced
Hedge Fund
$122K· 0.1% of total· 0.0% port· 900 sh· $-4.7M QoQ· Q1 2026