Bank of Montreal
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Bank of Montreal’s Blue Owl Capital OWL Stock Holding History

Bank of Montreal’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.83K Buy
+200
New +$2.42K ﹤0.01% 3691

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Bank of Montreal's OWL Position: Q1 2026 in Review

Bank of Montreal increased its Blue Owl Capital (OWL) stake by 122% in Q1 2026, buying an estimated $1.24M and bringing the position to 187,140 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Bank of Montreal first reported a position in OWL in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.49M in Q1 2023. 545 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Bank of Montreal held 187,140 shares of Blue Owl Capital worth $1.71M as of Q1 2026.
  • Bank of Montreal bought 102,769 Blue Owl Capital shares in Q1 2026, an estimated $1.24M.
  • Blue Owl Capital made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1746 holding.
  • Bank of Montreal first reported a position in Blue Owl Capital in Q3 2022 and has held it in 9 quarters since.
  • Bank of Montreal's Blue Owl Capital position peaked at $3.49M in Q1 2023.
  • 545 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.