Guru Ownership Trend
Guru Analysis for Bank of Montreal (BMO)
Bank of Montreal (BMO), a key player in the Financials sector, continues to attract institutional attention.
As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $97.49 M.
Top institutional holders include Cliff Asness and Jeremy Grantham.
Institutional sentiment is currently Bearish. This is evidenced by a $63.31 M net outflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 57.3%. Conversely, Jefferies Group reduced exposure by 98.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Bank of Montreal (BMO)
Major holders include Cliff Asness ($58.27 M), Jeremy Grantham ($21.25 M), Jefferies Group ($1.01 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 605,802 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $63.31 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited BMO. The total reported sell value was $87.99 M.
Yes, 0 managers opened new positions in BMO, and 2 increased their existing holdings. The total reported buy value was $24.68 M.