Who owns Bank Of Montreal (BMO)?
63 US mutual funds and ETFs from 49 fund families reported a position in BMO for the quarter ending 2026-06-30. Against their own report a quarter earlier, 20 raised shares, 8 opened a new position, 26 cut and 3 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Tax-Managed Funds | 1 | 67.3% |
| Spdr Index Shares Funds | 4 | 9.2% |
| College Retirement Equities Fund | 1 | 4.8% |
| Amplify Etf Trust | 1 | 2.5% |
| Six Circles Trust | 3 | 2.0% |
| Fidelity Central Investment Portfolios Llc | 1 | 2.0% |
Tracked managers holding BMO
None of the managers Prior Moves tracks on 13F reports BMO in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about BMO. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
Our model ranks every tracked manager’s likely next buys from 13F filings. Request the dataset sample with a work email.
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