Who owns BANK OF MONTREAL /CAN/ (BERZ)? Elite investor 13F holders
4 tracked elite investors reported holding BANK OF MONTREAL /CAN/ as of 2026-06-30, including D.E. Shaw, GMO, Renaissance Technologies LLC, Mairs & Power Funds. Who bought, trimmed or exited each quarter, with links to the original SEC 13F filings.
4 tracked investors currently reported holding · Latest report period: 2026-06-30 · Financials · Banks
Bank of Montreal engages in the provision of diversified financial services primarily in North America. The company operates through Canadian P&C, U.S P&C, BMO Wealth Management, and BMO Capital Markets segments. It's personal banking products and services include deposits, home lending, consumer credit, small business lending, credit cards, cash management, financial and investment advice, and…
Reported holders and securities, including exits (up to 20)
| Investor | Security | Instrument | Report period | Filed | Value | Quantity | Units | Change | Source |
|---|---|---|---|---|---|---|---|---|---|
| D.E. Shaw | BANK MONTREAL QUE | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 34359816.00 USD | 194600.000000 | Shares | reduce | Original filing |
| GMO | BANK MONTREAL QUE | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 21211585.00 USD | 120054.000000 | Shares | reduce | Original filing |
| Renaissance Technologies LLC | BANK MONTREAL MEDIUM | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 8083596.00 USD | 94800.000000 | Shares | buy | Original filing |
| Renaissance Technologies LLC | BANK MONTREAL MEDIUM | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 786726.00 USD | 30600.000000 | Shares | reduce | Original filing |
| Mairs & Power Funds | BANK MONTREAL QUE | SHARE | 2026-06-30 | 2026-08-14 00:00:00 | 1192018.00 USD | 6746.000000 | Shares | hold | Original filing |
| Renaissance Technologies LLC | BANK MONTREAL MEDIUM | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 682258.00 USD | 18360.000000 | Shares | buy | Original filing |
| Renaissance Technologies LLC | BANK MONTREAL MEDIUM | SHARE | 2026-06-30 | 2026-08-13 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
| GAMCO | BANK MONTREAL MEDIUM | SHARE | 2026-06-30 | 2026-08-12 00:00:00 | 0.00 USD | 0.000000 | Shares | exited | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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