Cliff Asness's BMO Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 275,988 shares of Bank of Montreal (BMO) worth $35.84 M, representing 0.02% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in BMO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2014, adding 1.27 M shares. Largest reduction occurred in Q2 2019, reducing 625,325 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Bank of Montreal (BMO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bank of Montreal (BMO) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +230,020 | Add 500.39% | 275,988 | $129.86 |
| Q3 2025 | +28,408 | Add 161.78% | 45,968 | $130.25 |
| Q2 2025 | +11,818 | Add 205.82% | 17,560 | $110.63 |
| Q1 2025 | +2,673 | Add 87.10% | 5,742 | $95.51 |
| Q4 2024 | +3,069 | New Buy | 3,069 | $97.05 |
| Q2 2019 | -625,325 | Sold Out | 0 | $0.00 |
| Q1 2019 | -7,871 | Reduce 1.24% | 625,325 | $74.83 |
| Q4 2018 | +183,948 | Add 40.95% | 633,196 | $65.30 |
| Q3 2018 | +6,089 | Add 1.37% | 449,248 | $82.18 |
| Q2 2018 | -80,663 | Reduce 15.40% | 443,159 | $77.25 |
| Q1 2018 | -476,041 | Reduce 47.61% | 523,822 | $75.49 |
| Q4 2017 | -494,361 | Reduce 33.08% | 999,863 | $80.28 |
| Q3 2017 | -582,441 | Reduce 28.05% | 1.49 M | $75.68 |
| Q2 2017 | -301,462 | Reduce 12.68% | 2.08 M | $73.32 |
| Q1 2017 | +15,051 | Add 0.64% | 2.38 M | $74.48 |
| Q4 2016 | +478,567 | Add 25.39% | 2.36 M | $72.01 |
| Q3 2016 | +507,000 | Add 36.81% | 1.88 M | $65.41 |
| Q2 2016 | +95,593 | Add 7.46% | 1.38 M | $63.10 |
| Q1 2016 | +177,183 | Add 16.04% | 1.28 M | $60.98 |
| Q4 2015 | -222,497 | Reduce 16.76% | 1.1 M | $56.21 |
| Q3 2015 | -21,190 | Reduce 1.57% | 1.33 M | $54.29 |
| Q2 2015 | -10,954 | Reduce 0.81% | 1.35 M | $59.28 |
| Q1 2015 | +79,879 | Add 6.24% | 1.36 M | $59.93 |
| Q4 2014 | +1.27 M | Add 12202.84% | 1.28 M | $70.95 |
| Q3 2014 | +10,400 | New Buy | 10,400 | $73.65 |
| Q2 2014 | -12,300 | Sold Out | 0 | $0.00 |
| Q1 2014 | -26,600 | Reduce 68.38% | 12,300 | $66.99 |
| Q4 2013 | +38,900 | New Buy | 38,900 | $66.66 |
| Q3 2013 | -38,500 | Sold Out | 0 | $0.00 |
| Q2 2013 | +38,500 | Add 0.00% | 38,500 | $58.03 |
| Q4 2012 | +19,600 | Add 0.00% | 19,600 | $61.28 |
Cliff Asness's Bank of Montreal Investment FAQs
Cliff Asness first purchased Bank of Montreal (BMO) in Q4 2012, acquiring 19,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Bank of Montreal (BMO) for 32 quarters since Q4 2012.
Cliff Asness's largest addition to Bank of Montreal (BMO) was in Q4 2014, adding 1,279,495 shares worth $90.78 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 275,988 shares of Bank of Montreal (BMO), valued at approximately $35.84 M.
As of the Q4 2025 filing, Bank of Montreal (BMO) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Bank of Montreal (BMO) was 2,378,127 shares, as reported at the end of Q1 2017.