Bank of Montreal

$BMO
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Smart money positioned

14 of the Top-200 alpha managers hold $BMO as of the latest 13F snapshot.

13F holders
635
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

14 holders · Q1 2026

$BMO is held by 14 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.87%, with an average of 0.44% of portfolio. Largest holder: Triasima Portfolio Management inc. at 2.87%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Triasima Portfolio Management inc.
2.87% ↑ +0.6pp
α +15.7pts
02
PCJ Investment Counsel Ltd.
1.67% held
α +18.9pts
03
Connor, Clark & Lunn Investment Management Ltd.
0.65% held
α +12.3pts
04
Avant Financial Advisors LLC
0.40% NEW
α +10.5pts
05
Beverly Hills Private Wealth, LLC
0.05% held
α +10.4pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 635 · Source: 13F-HR
01
rebel Financial LLC
1.21% of portfolio
33,827,022 sh
02
Laird Norton Wetherby Wealth Management, LLC
0.57% of portfolio
12,477,752 sh
03
Bank of Nova Scotia
1.15% of portfolio
11,927,644 sh
04
Onex Canada Asset Management Inc.
1.72% of portfolio
9,599,929 sh
05
Mackenzie Financial Corp.
1.43% of portfolio
9,293,270 sh
06
Panagora Asset Management Inc.
1.39% of portfolio
8,582,188 sh
07
Tufton Capital Management
2.09% of portfolio
8,264,942 sh
08
ProShare Advisors LLC
0.11% of portfolio
8,156,958 sh
09
Godsey & Gibb, Inc.
1.44% of portfolio
7,399,500 sh
10
Siguler Guff Advisers, LLC
1.94% of portfolio
6,923,436 sh
See all 635 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $BMO in the recent window.

Congress trades · last 90 days

20 disclosures · STOCK Act
Jefferson Shreve
House · Indiana · Traded Nov 13
BOUGHT
$BMOBank of Montreal
$5.0M–$25.0M
Dec 14STOCK
Ro Khanna
House · California · Traded Jul 17
BOUGHT
$BMOBank of Montreal
$15K–$50K
Aug 8STOCK
Ro Khanna
House · California · Traded Jul 31
BOUGHT
$BMOBank of Montreal
$1K–$15K
Aug 8STOCK
Ro Khanna
House · California · Traded May 22
BOUGHT
$BMOBank of Montreal
$15K–$50K
Jun 12STOCK
Ro Khanna
House · California · Traded Apr 16
BOUGHT
$BMOBank of Montreal
$100K–$250K
May 12STOCK
Ro Khanna
House · California · Traded Apr 16
BOUGHT
$BMOBank of Montreal
$250K–$500K
May 12STOCK
Ro Khanna
House · California · Traded Apr 16
BOUGHT
$BMOBank of Montreal
$250K–$500K
May 12STOCK
Ro Khanna
House · California · Traded Apr 24
BOUGHT
$BMOBank of Montreal
$100K–$250K
May 12STOCK
Ro Khanna
House · California · Traded Apr 24
BOUGHT
$BMOBank of Montreal
$50K–$100K
May 12STOCK
Ro Khanna
House · California · Traded Apr 23
BOUGHT
$BMOBank of Montreal
$100K–$250K
May 12STOCK
See full $BMO Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:58 UTC.