Stock Ownership/BMO

Bank of Montreal (BMO): Ownership & Insider Activity

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
$501.7M
Across holders
Last Price
$172.35
2026-08-24
Sector
Financials
GICS
Quarterly fund activity9 increased7 reduced3 exited
Full exits: Squarepoint Ops LLC, Magnetar Financial LLC, CAPSTONE INVESTMENT ADVISORS, LLC
Institutional Holders of BMO
↗
16 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Clearbridge Investments, LLC
CIK 0001348883
Hedge Fund1.15M$202.5M40.4%0.2%Added$-194.9MQ2 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund512K$90.4M18.0%0.1%Added+$86.6MQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund469K$82.9M16.5%0.0%Added+$82.8MQ2 2026
SHAW D E & CO INC
CIK 0001009207
Hedge Fund195K$34.4M6.8%0.0%Reduced$-11.2MQ2 2026
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
Hedge Fund137K$24.1M4.8%0.0%Reduced+$23.7MQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund128K$22.6M4.5%0.0%Reduced$-15.2MQ2 2026
Grantham, Mayo, Van Otterloo & Co. LLC
CIK 0001352662
Institutional Manager120K$21.2M4.2%0.0%Reduced$-6.6MQ2 2026
Man Group plc
CIK 0001637460
Hedge Fund63K$11.1M2.2%0.0%Added$-3.3MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund35K$6.3M1.2%0.0%Reduced$-30.1MQ2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund17K$3.0M0.6%0.0%Added$-4.4MQ2 2026
Clearbridge Investments, LLCAdded
Hedge Fund
$202.5M· 40.4% of total· 0.2% port· 1.15M sh· $-194.9M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$90.4M· 18.0% of total· 0.1% port· 512K sh· +$86.6M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$82.9M· 16.5% of total· 0.0% port· 469K sh· +$82.8M QoQ· Q2 2026
SHAW D E & CO INCReduced
Hedge Fund
$34.4M· 6.8% of total· 0.0% port· 195K sh· $-11.2M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$24.1M· 4.8% of total· 0.0% port· 137K sh· +$23.7M QoQ· Q2 2026
Qube Research & Technologies LtdReduced
Hedge Fund
$22.6M· 4.5% of total· 0.0% port· 128K sh· $-15.2M QoQ· Q2 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduced
Institutional Manager
$21.2M· 4.2% of total· 0.0% port· 120K sh· $-6.6M QoQ· Q2 2026
Man Group plcAdded
Hedge Fund
$11.1M· 2.2% of total· 0.0% port· 63K sh· $-3.3M QoQ· Q2 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$6.3M· 1.2% of total· 0.0% port· 35K sh· $-30.1M QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$3.0M· 0.6% of total· 0.0% port· 17K sh· $-4.4M QoQ· Q2 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$1.3M· 0.3% of total· 0.0% port· 8K sh· — QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$930K· 0.2% of total· 0.0% port· 5K sh· — QoQ· Q2 2026
Bridgewater Advisors Inc.Added
Hedge Fund
$424K· 0.1% of total· 0.0% port· 2K sh· +$15K QoQ· Q2 2026
PineBridge Investments, L.P.Reduced
Hedge Fund
$290K· 0.1% of total· 0.0% port· 2K sh· $-984K QoQ· Q3 2025
ExodusPoint Capital Management, LPAdded
Hedge Fund
$269K· 0.1% of total· 0.0% port· 2K sh· — QoQ· Q2 2026
Walleye Capital LLCReduced
Hedge Fund
$177· 0.0% of total· 0.0% port· 1 sh· $-2.3M QoQ· Q2 2026
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