Canada Pension Plan Investment Board’s Bank of Montreal BMO Stock Holding History

Canada Pension Plan Investment Board’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28B	Buy	7,256,202 +1,017,326	+16%	+$160M	0.71%	24
2026 Q1	$845M	Sell	6,238,876 -86,838	-1%	-$12.1M	0.55%	38
2025 Q4	$822M	Buy	6,325,714 +2,475,121	+64%	+$313M	0.55%	34
2025 Q3	$502M	Buy	3,850,593 +358,203	+10%	+$42.4M	0.35%	62
2025 Q2	$387M	Sell	3,492,390 -184,247	-5%	-$18.6M	0.33%	66
2025 Q1	$351M	Buy	3,676,637 +1,469,084	+67%	+$145M	0.34%	60
2024 Q4	$214M	Sell	2,207,553 -318,022	-13%	-$30.1M	0.2%	102
2024 Q3	$228M	Sell	2,525,575 -37,053	-1%	-$3.16M	0.22%	112
2024 Q2	$215M	Buy	2,562,628 +579,000	+29%	+$52.6M	0.21%	110
2024 Q1	$194M	Buy	1,983,628 +267,119	+16%	+$25.2M	0.2%	112
2023 Q4	$171M	Sell	1,716,509 -455	-0%	-$38K	0.22%	121
2023 Q3	$146M	Sell	1,716,964 -345,501	-17%	-$30.4M	0.21%	114
2023 Q2	$186M	Sell	2,062,465 -343,190	-14%	-$30.3M	0.28%	84
2023 Q1	$214M	Buy	2,405,655 +160,920	+7%	+$15.3M	0.34%	79
2022 Q4	$203M	Buy	2,244,735 +203,170	+10%	+$18.8M	0.36%	78
2022 Q3	$180M	Buy	2,041,565 +516,060	+34%	+$49.9M	0.31%	86
2022 Q2	$146M	Sell	1,525,505 -1,550,000	-50%	-$165M	0.24%	102
2022 Q1	$362M	Sell	3,075,505 -824,495	-21%	-$95.6M	0.49%	58
2021 Q4	$420M	Hold	3,900,000	–	–	0.45%	56
2021 Q3	$389M	Hold	3,900,000	–	–	0.44%	56
2021 Q2	$400M	Buy	3,900,000 +2,265,000	+139%	+$224M	0.48%	49
2021 Q1	$146M	Buy	1,635,000 +814,229	+99%	+$66.4M	0.19%	133
2020 Q4	$62.4M	Buy	820,771 +385,771	+89%	+$26.4M	0.09%	199
2020 Q3	$25.3M	Sell	435,000 -500,000	-53%	-$29M	0.05%	245
2020 Q2	$49.6M	Buy	935,000 +500,000	+115%	+$25.5M	0.11%	143
2020 Q1	$21.7M	Hold	435,000	–	–	0.06%	226
2019 Q4	$33.8M	Sell	435,000 -2,936,399	-87%	-$221M	0.07%	221
2019 Q3	$248M	Buy	3,371,399 +1,323,799	+65%	+$96.5M	0.51%	51
2019 Q2	$155M	Buy	2,047,600 +1,419,400	+226%	+$109M	0.31%	70
2019 Q1	$47M	Sell	628,200 -95,700	-13%	-$7.08M	0.09%	179
2018 Q4	$47.3M	Buy	723,900 +239,575	+49%	+$17.8M	0.11%	159
2018 Q3	$39.9M	Sell	484,325 -273,740	-36%	-$22M	0.07%	219
2018 Q2	$58.6M	Sell	758,065 -481,000	-39%	-$37M	0.11%	148
2018 Q1	$93.5M	Buy	1,239,065 +770,429	+164%	+$60.6M	0.16%	127
2017 Q4	$37.6M	Sell	468,636 -1,921,675	-80%	-$150M	0.07%	237
2017 Q3	$180M	Sell	2,390,311 -670,105	-22%	-$50M	0.37%	57
2017 Q2	$224M	Buy	3,060,416 +2,795,116	+1,054%	+$198M	0.51%	39
2017 Q1	$19.8M	Sell	265,300 -21,277	-7%	-$1.61M	0.05%	301
2016 Q4	$20.6M	Hold	286,577	–	–	0.07%	206
2016 Q3	$18.7M	Buy	286,577 +4,792	+2%	+$311K	0.07%	221
2016 Q2	$17.8M	Buy	281,785 +212,100	+304%	+$13.4M	0.07%	228
2016 Q1	$4.25M	Buy	69,685 +58,193	+506%	+$3.19M	0.02%	586
2015 Q4	$646K	Sell	11,492 -171,949	-94%	-$9.89M	﹤0.01%	868
2015 Q3	$9.96M	Buy	183,441 +183,412	+632,455%	+$10.1M	0.04%	394
2015 Q2	$2K	Sell	29 -125,000	-100%	-$7.85M	﹤0.01%	1268
2015 Q1	$7.5M	Sell	125,029 -156,700	-56%	-$9.72M	0.03%	520
2014 Q4	$20M	Buy	281,729 +281,700	+971,379%	+$20.2M	0.06%	292
2014 Q3	$2K	Sell	29 -212,977	-100%	-$16M	﹤0.01%	1226
2014 Q2	$15.7M	Buy	213,006 +28,360	+15%	+$1.98M	0.05%	341
2014 Q1	$12.4M	Sell	184,646 -124,950	-40%	-$8.12M	0.05%	383
2013 Q4	$20.6M	Sell	309,596 -33,900	-10%	-$2.31M	0.08%	258
2013 Q3	$23M	Buy	343,496 +109,184	+47%	+$6.85M	0.1%	231
2013 Q2	$13.5M	Buy	+234,312	New	+$14.2M	0.07%	320

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board's BMO Position: Q2 2026 in Review

Canada Pension Plan Investment Board increased its Bank of Montreal (BMO) stake by 16% in Q2 2026, buying an estimated $160M and bringing the position to 7,256,202 shares worth $1.28B. The position accounts for 0.71% of the portfolio, ranked #24.

Canada Pension Plan Investment Board first reported a position in BMO in Q2 2013 and has held it in 53 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Canada Pension Plan Investment Board held 7,256,202 shares of Bank of Montreal worth $1.28B as of Q2 2026.
Canada Pension Plan Investment Board bought 1,017,326 Bank of Montreal shares in Q2 2026, an estimated $160M.
Bank of Montreal made up 0.71% of Canada Pension Plan Investment Board's portfolio in Q2 2026, its #24 holding.
Canada Pension Plan Investment Board first reported a position in Bank of Montreal in Q2 2013 and has held it in 53 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.