Ticker · CUSIP 063671101

BMO

BANK MONTREAL QUE

Financial Services·Banks - Diversified

···Share

Holders (tracked)

Combined shares

14,253,055

Combined value

$1.87B

Last close

$151.95

Quarter

2025Q4

Price is +15.6% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$151.95+60.60 (+66.35%)H $151.95 · L $90.24 · Avg Vol 714K

Tracked holders · last 8 quarters

+4 vs previous quarter over the last 8.

SEC event timeline

22 events

Wellington Management trimmed2026-02-17
−17,605 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+299,414 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+230,020 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) opened position2026-02-17
+11,337 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−78,000 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+233,288 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+15,996 shares · 2025Q4
Position
Jeremy Grantham (GMO) trimmed2026-02-17
−32,981 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+32,200 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−410 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−82,800 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+8,156,958 shares · 2025Q4
Position
Two Sigma Investments trimmed2025-11-14
−471,906 shares · 2025Q3
Position
D.E. Shaw & Co. trimmed2025-11-14
−261,221 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+28,408 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) opened position2025-11-14
+18,419 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−6,395 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) added2025-11-13
+2,821 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+41,900 shares · 2025Q3
Position
Jeremy Grantham (GMO) added2025-11-13
+37,029 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−10,679,880 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+1,813,547 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for BMO →

Follow-the-investor returns

If you'd copied each holder of BMO…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Norges Bank (Norway SWF)	2016Q1	$78.70	+93.1%	$1.24B
Wellington Management	2016Q1	$95.31	+59.4%	$12.3M
Two Sigma Investments	2016Q1	$95.56	+59.0%	$11.6M
Ray Dalio (Bridgewater Associates)	2017Q2	$106.13	+43.2%	$723K
Jeremy Grantham (GMO)	2016Q1	$108.77	+39.7%	$20.0M
Renaissance Technologies	2016Q1	$110.31	+37.8%	$25.1M
Steve Cohen (Point72)	2023Q4	$112.17	+35.5%	$2.4M
Paul Tudor Jones (Tudor Investment)	2021Q4	$117.14	+29.7%	$2.1M
Paul Tudor Jones (Tudor Investment)	2021Q4	$117.14	+29.7%	$2.1M
D.E. Shaw & Co.	2016Q1	$125.52	+21.1%	$277.8M
D.E. Shaw & Co.	2016Q1	$125.52	+21.1%	$277.8M
D.E. Shaw & Co.	2016Q1	$125.52	+21.1%	$277.8M
AQR Capital Management	2016Q1	$128.02	+18.7%	$41.9M
Ken Griffin (Citadel Advisors)	2016Q3	$128.71	+18.1%	$49.1M
Ken Griffin (Citadel Advisors)	2016Q3	$128.71	+18.1%	$49.1M
Ken Griffin (Citadel Advisors)	2016Q3	$128.71	+18.1%	$49.1M
Izzy Englander (Millennium Mgmt)	2016Q1	$157.58	-3.6%	$71.4M
Izzy Englander (Millennium Mgmt)	2016Q1	$157.58	-3.6%	$71.4M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions4

Norges Bank (Norway SWF)
+8,156,958
$1.06B
Paul Tudor Jones (Tudor Investment)
+32,200
$4.2M
Steve Cohen (Point72)
+15,996
$2.1M
Ken Griffin (Citadel Advisors)
+11,337
$1.5M

Added to3

D.E. Shaw & Co.
+299,414
$38.9M
Izzy Englander (Millennium Mgmt)
+233,288
$30.3M
AQR Capital Management
+230,020
$29.9M

Trimmed5

Renaissance Technologies
−82,800
$10.7M
Two Sigma Investments
−78,000
$10.1M
Jeremy Grantham (GMO)
−32,981
$4.3M
Wellington Management
−17,605
$2.3M
Ray Dalio (Bridgewater Associates)
−410
$53K

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	15	9,348,006	$701.97B	—
2022Q2	15	10,015,367	$543.19B	—
2022Q3	15	9,036,687	$805.8M	—
2022Q4	18	9,039,268	$832.5M	+3
2023Q1	11	8,368,836	$745.4M	-7
2023Q2	13	9,931,910	$896.9M	+2
2023Q3	12	10,272,884	$866.6M	-1
2023Q4	13	10,826,599	$1.09B	+1
2024Q1	10	10,067,720	$1.00B	-3
2024Q2	13	12,014,684	$1.03B	+3
2024Q3	12	14,194,254	$1.29B	-1
2024Q4	13	15,712,830	$1.54B	+1
2025Q1	15	4,543,772	$454.1M	+2
2025Q2	15	16,765,863	$1.88B	—
2025Q3	14	5,790,438	$789.0M	-1
2025Q4	18	14,253,055	$1.87B	+4

Who owns BMO

18 super-investors · 2025Q4

Tracked stake

14.25M

Combined value

$1.87B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New7Added6Trim5

#	Manager	Shares	Value	% of book	Last action
1	Norges Bank Norway SWF	8.16M	$1.06B	0.1%	New+8.16M
2	D.E. Shaw & Co.	1.83M	$237M	0.1%	Added+299.4K
3	D.E. Shaw & Co.	1.43M	$186M	0.1%	Added+299.4K
4	Izzy Englander Millennium Mgmt	470.0K	$84M	0.0%	Added+233.3K
5	Ken Griffin Citadel Advisors	515.5K	$67M	0.0%	New+11.3K
6	D.E. Shaw & Co.	478.7K	$62M	0.0%	Added+299.4K
7	Ken Griffin Citadel Advisors	323.1K	$42M	0.0%	New+11.3K
8	AQR Capital Management	276.0K	$36M	0.0%	Added+230.0K
9	Izzy Englander Millennium Mgmt	251.7K	$33M	0.0%	Added+233.3K
10	Renaissance Technologies	165.0K	$21M	0.0%	Trim−82.8K
11	Jeremy Grantham GMO	131.8K	$17M	0.0%	Trim−33.0K
12	Wellington Management	80.7K	$10M	0.0%	Trim−17.6K
13	Two Sigma Investments	76.4K	$10M	0.0%	Trim−78.0K
14	Paul Tudor Jones Tudor Investment	18.4K	$2M	0.0%	New+32.2K
15	Steve Cohen Point72	16.0K	$2M	0.0%	New+16.0K
16	Paul Tudor Jones Tudor Investment	13.8K	$2M	0.0%	New+32.2K
17	Ken Griffin Citadel Advisors	11.3K	$1M	0.0%	New+11.3K
18	Ray Dalio Bridgewater Associates	4.8K	$619K	0.0%	Trim−410

Recent moves

20 transactions

TRIMJeremy Grantham (GMO)
−32,981 · 2025Q4
TRIMWellington Management
−17,605 · 2025Q4
ADDAQR Capital Management
+230,020 · 2025Q4
NEWKen Griffin (Citadel Advisors)
+11,337 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+233,288 · 2025Q4
NEWSteve Cohen (Point72)
+15,996 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+32,200 · 2025Q4
ADDD.E. Shaw & Co.
+299,414 · 2025Q4
TRIMTwo Sigma Investments
−78,000 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−410 · 2025Q4
TRIMRenaissance Technologies
−82,800 · 2025Q4
NEWNorges Bank (Norway SWF)
+8,156,958 · 2025Q4
TRIMTwo Sigma Investments
−471,906 · 2025Q3
NEWIzzy Englander (Millennium Mgmt)
+18,419 · 2025Q3
TRIMD.E. Shaw & Co.
−261,221 · 2025Q3
TRIMWellington Management
−6,395 · 2025Q3
ADDAQR Capital Management
+28,408 · 2025Q3
ADDRay Dalio (Bridgewater Associates)
+2,821 · 2025Q3
ADDRenaissance Technologies
+41,900 · 2025Q3
SOLDNorges Bank (Norway SWF)
−10,679,880 · 2025Q3

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