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Get Institutions for : 
Bank of Montreal (USA) (BMO)  
$90.91 1.81 (1.95%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 465    1
Total shares held : 
 338,361,492  
% of shares held : 
 52.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -11  
Amount of shares held : 
 14,509,974  
% of shares held change : 
   2.26%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $81.64  
Last Quarter's Ending Price : 
 $98.94  
Last Quarter's Average Price : 
 $83.48  
Change from last quarter's     
avg. price to the last closing  : 
7.43 (8.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 11,487,742
 3.4%
 
Increased Positions :
154
 19,853,488
 5.87%
 
Unchanged Positions :
107
 7,195,129
 2.13%
 
Decreased Positions :
164
-15,979,889
-4.72%
 
Closed Positions :
41
-851,367
-0.25%
 
Guru Positions :
2
20,861
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VANGUARD GROUP INC 334 - 2023-12-31 28,073,185 $2,777,561,000 881,992
   TD ASSET MANAGEMENT INC 6 - 2023-12-31 19,225,705 $1,911,635,000 3,187,998
   TORONTO DOMINION BANK 8 - 2023-12-31 14,678,185 $1,452,260,000 635,592
   MACKENZIE FINANCIAL CORP 5 - 2023-12-31 14,495,589 $1,435,002,000 738,579
   FIL LTD 14 - 2023-12-31 9,872,642 $976,870,000 5,729,145
   CIBC GLOBAL ASSET MANAGEMENT INC 3 - 2023-12-31 8,874,517 $880,924,000 548,284
   BEUTEL GOODMAN & CO LTD 4 - 2023-12-31 5,755,777 $572,303,000 690,341
   MANUFACTURERES LIFE INSURANCE CO 43 - 2023-12-31 5,543,938 $549,438,000 406,108
   LEGAL & GENERAL GROUP PLC 145 - 2023-12-31 5,394,884 $536,404,000 1,170,573
   Connor Clark & Lunn Investment Management Ltd. 9 - 2023-12-31 3,979,960 $393,824,000 527,935
   BANK OF AMERICA CORP /DE/ 394 - 2023-12-31 3,617,414 $357,907,000 1,797,102
   DIMENSIONAL FUND ADVISORS INC 152 - 2023-12-31 3,608,868 $357,061,000 28,547
   FMR LLC 561 - 2023-12-31 3,326,646 $329,162,000 29,517
   SCOTIA CAPITAL INC. 10 - 2023-12-31 3,278,954 $324,246,000 98,140
   FIERA SCEPTRE INC. 30 - 2023-12-31 3,124,872 $309,175,000 8,011
   GEODE CAPITAL MANAGEMENT LLC 483 - 2023-12-31 2,765,927 $275,180,000 138,454
   GOLDMAN SACHS GROUP INC/ 332 - 2023-12-31 2,761,595 $273,232,000 683,022
   GUARDIAN CAPITAL LP 1 - 2023-12-31 2,635,504 $262,051,000 41,547
   AGF MANAGEMENT LTD 21 - 2023-12-31 1,713,527 $178,822,000 410,428
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 185 - 2024-03-31 1,709,247 $166,985,000 12,926
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 307 - 2023-12-31 1,548,393 $153,198,000 42,027
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 13 - 2023-12-31 1,456,199 $144,792,000 86,940
   Cardinal Capital Management Inc. 3 - 2024-03-31 1,233,075 $120,479,000 1,761
   ADDENDA CAPITAL INC. 3 - 2024-03-31 897,240 $118,660,000 48,585
   TWO SIGMA INVESTMENTS LLC 129 - 2023-12-31 846,940 $83,796,000 270,000
   DEUTSCHE BANK AG 418 - 2023-12-31 735,163 $72,737,000 17,797
   AMUNDI 454 - 2023-12-31 747,400 $72,423,000 163,831
   ING INVESTMENT MANAGEMENT, INC. 5 - 2023-12-31 726,141 $71,852,000 82,900
   KOREA INVESTMENT CORP 148 - 2023-12-31 581,138 $58,400,000 87,734
   BANK OF NOVA SCOTIA TRUST CO 3 - 2023-12-31 463,792 $45,888,000 14,735
   Pictet Asset Management Holding SA 383 - 2023-12-31 313,062 $31,128,000 7,230
   HSBC HOLDINGS PLC 533 - 2023-12-31 276,615 $27,371,000 8,600
   UBS Group AG 955 - 2023-12-31 273,483 $27,058,000 61,280
   PICTET ASSET MANAGEMENT SA 399 - 2023-06-30 294,465 $26,624,000 23,999
   TWO SIGMA ADVISERS, LLC 274 - 2023-12-31 266,098 $26,328,000 52,100
   Candriam Luxembourg S.C.A. 145 - 2023-12-31 231,815 $23,051,000 137,898
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 230 - 2024-03-31 231,354 $22,610,000 4,613
   Rempart Asset Management Inc. 9 - 2023-12-31 215,908 $21,432,000 6,080
   UNITED SERVICES AUTOMOBILE ASSOCIATION 52 - 2023-12-31 206,115 $20,416,000 2,254
   Twin Tree Management LP 90 - 2023-12-31 204,569 $20,240,000 124,256
   JANE STREET GROUP LLC 547 - 2023-12-31 195,106 $19,304,000 63,169
   DORCHESTER WEALTH MANAGEMENT Co - 2023-12-31 186,750 $18,386,000 3,489
   CITADEL ADVISORS LLC 874 - 2023-12-31 175,985 $17,412,000 118,849
   NEUBERGER BERMAN GROUP LLC 670 - 2023-12-31 159,904 $15,898,000 1,296
   BURGUNDY ASSET MANAGEMENT LTD. 80 - 2023-12-31 160,000 $15,861,000 10,000
   K.J. HARRISON & PARTNERS INC 6 - 2024-03-31 155,510 $15,178,000 73,781
   Investment Management Corp of Ontario 48 - 2023-12-31 152,688 $15,107,000 64,000
   O SHAUGHNESSY ASSET MANAGEMENT LLC 121 - 2023-12-31 143,664 $14,216,000 3,343
   VOLORIDGE INVESTMENT MANAGEMENT LLC 403 - 2023-12-31 136,595 $13,515,000 67,330
   AMERICAN CENTURY COMPANIES INC 1068 - 2023-12-31 121,354 $12,008,000 11,009
   VAN ECK ASSOCIATES CORP 349 - 2023-12-31 108,370 $10,844,000 9,501
   JANUS HENDERSON GROUP PLC 656 - 2023-12-31 105,587 $10,487,000 25,934
   Skandinaviska Enskilda Banken AB (publ) 273 - 2023-12-31 93,287 $9,232,000 1,400
   ROYAL LONDON ASSET MANAGEMENT LTD 406 - 2023-12-31 90,228 $8,927,000 1,210
   UTAH RETIREMENT SYSTEMS 181 - 2023-12-31 85,272 $8,479,000 1,700
   MILLENNIUM MANAGEMENT LLC 1502 - 2023-12-31 85,556 $8,465,000 80,462
   Lorne Steinberg Wealth Management Inc. 12 - 2023-12-31 69,216 $6,850,000 3,162
   OSSIAM 106 - 2023-12-31 60,978 $6,063,000 14,550
   LPL FINANCIAL CORP 1587 - 2023-12-31 58,475 $5,786,000 610
   COMMONWEALTH EQUITY SERVICES LLC. 1038 - 2023-12-31 54,828 $5,425,000 2,227
   PCJ INVESTMENT COUNSEL LTD. 17 - 2023-12-31 54,511 $5,394,000 8,700
   SIG North Trading ULC 12 - 2023-09-30 62,868 $5,304,000 62,868
   Beacon Pointe Advisors LLC 269 - 2023-12-31 53,561 $5,299,000 684
   RATHBONE BROTHERS PLC 185 - 2023-12-31 51,923 $5,163,000 187
   ALLIANCEBERNSTEIN L.P. 1471 - 2023-12-31 51,875 $5,133,000 294
   Caldwell Investment Management Ltd. 6 - 2024-03-31 52,400 $5,114,000 600
   Ensign Peak Advisors Inc 634 - 2023-12-31 48,729 $4,734,000 4,500
   Crossmark Global Holdings Inc. 233 - 2023-12-31 45,976 $4,549,000 2,038
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 702 - 2024-03-31 43,820 $4,280,000 557
   NATIXIS ASSET MANAGEMENT ADVISORS LP 852 - 2024-03-31 41,313 $4,035,000 3,372
   Maryland State Retirement & Pension System 245 - 2024-03-31 37,503 $3,398,000 12,935
   Squarepoint Ops LLC 816 - 2023-12-31 33,198 $3,285,000 5,216
   CI Private Wealth LLC 821 - 2023-12-31 32,603 $3,226,000 13,718
   PINNACLE ASSOCIATES LTD 314 - 2024-03-31 30,200 $2,950,000 9,700
   WoodTrust Financial Corp 36 - 2024-03-31 27,713 $2,707,000 568
   MARINER WEALTH ADVISORS, LLC 951 - 2023-12-31 25,419 $2,515,000 1,773
   PRINCIPAL FINANCIAL GROUP INC 1737 - 2023-12-31 25,200 $2,506,000 8,528
   APG ALL PENSIONS GROUP 513 - 2023-12-31 25,140 $2,263,000 1,465
   Cumberland Partners Ltd 81 - 2023-12-31 25,603 $2,246,000 5,700
   Assenagon Asset Management S.A. 875 - 2024-03-31 20,708 $2,024,000 481
   CAPITAL FUND MANAGEMENT S.A. 506 - 2023-12-31 19,647 $1,944,000 9,163
   Man Group plc 1092 - 2023-12-31 19,489 $1,929,000 19,489
   NorthRock Partners LLC 65 - 2023-12-31 17,816 $1,771,000 1,131
   STUDIO INVESTMENT MANAGEMENT LLC 61 - 2023-12-31 17,018 $1,684,000 16,888
   NEXUS INVESTMENT MANAGEMENT INC. 45 - 2024-03-31 16,844 $1,646,000 300
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1788 - 2024-03-31 15,453 $1,509,000 272
   Curbstone Financial Management Corp 84 - 2024-03-31 13,834 $1,351,000 100
   BARCLAYS PLC 2370 - 2023-12-31 12,940 $1,281,000 9,848
   YOUSIF CAPITAL MANAGEMENT LLC 1081 - 2024-03-31 12,577 $1,229,000 60
   Rockefeller Capital Management L.P. 1074 - 2023-12-31 12,333 $1,220,000 12,333
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 908 - 2023-12-31 12,135 $1,201,000 850
   DUALITY ADVISERS LP 278 - 2023-12-31 11,999 $1,187,000 11,999
   Comprehensive Portfolio Management LLC 315 - 2024-03-31 12,114 $1,183,000 3,684
   YALE CAPITAL CORP 231 - 2023-12-31 11,376 $1,126,000 728
   DAVIDSON D A & CO 682 - 2023-12-31 11,014 $1,090,000 786
   Berger Financial Group Inc 151 - 2024-03-31 10,172 $994,000 1,841
   ADVISOR PARTNERS II LLC 490 - 2023-09-30 11,674 $985,000 54
   Cresset Asset Management LLC 897 - 2023-12-31 9,538 $944,000 182
   JONES COLLOMBIN INVESTMENT COUNSEL INC 38 - 2023-12-31 8,495 $841,000 223
   VAUGHAN AND COMPANY SECURITIES INC. - 2023-12-31 8,082 $800,000 1,988
  100 Records found
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