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 Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $106.7 M.
Top institutional holders include Cliff Asness and Jeremy Grantham.
Institutional sentiment is currently Bullish. This is evidenced by a $5.8 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Jeremy Grantham reduced exposure by 23.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Bank of Montreal (BMO)
Major holders include Cliff Asness ($82.9 M), Jeremy Grantham ($21.21 M), Manning & Napier Group ($6.17 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 638,659 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $5.8 M, with 2 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited BMO. The total reported sell value was $6.59 M.
Yes, 1 managers opened new positions in BMO, and 1 increased their existing holdings. The total reported buy value was $12.39 M.