D.E. Shaw & Co
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D.E. Shaw & Co’s Bank of Montreal BMO Stock Holding History

D.E. Shaw & Co’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
Q1 		$40.9M Sell
302,103
-1,132,318
-79% -$157M 0.02% 743
2025
Q4 		$186M Buy
1,434,421
+299,414
+26% +$37.9M 0.1% 213
2025
Q3 		$148M Sell
1,135,007
-261,221
-19% -$30.9M 0.08% 277
2025
Q2 		$155M Buy
1,396,228
+964,078
+223% +$97.2M 0.11% 219
2025
Q1 		$41.3M Sell
432,150
-450,555
-51% -$44.6M 0.04% 555
2024
Q4 		$85.6M Buy
882,705
+458,504
+108% +$43.3M 0.06% 372
2024
Q3 		$38.3M Buy
424,201
+406,901
+2,352% +$34.7M 0.03% 643
2024
Q2 		$1.45M Buy
17,300
+12,800
+284% +$1.16M ﹤0.01% 2928
2024
Q1 		$440K Buy
4,500
+600
+15% +$56.6K ﹤0.01% 3549
2023
Q4 		$386K Sell
3,900
-33,664
-90% -$2.81M ﹤0.01% 3636
2023
Q3 		$3.17M Buy
37,564
+800
+2% +$70.3K ﹤0.01% 2214
2023
Q2 		$3.32M Sell
36,764
-12,517
-25% -$1.11M ﹤0.01% 2212
2023
Q1 		$4.39M Buy
49,281
+13,217
+37% +$1.25M ﹤0.01% 2042
2022
Q4 		$3.27M Sell
36,064
-20,038
-36% -$1.85M ﹤0.01% 2509
2022
Q3 		$4.91M Sell
56,102
-316,048
-85% -$30.6M 0.01% 2115
2022
Q2 		$35.8M Buy
372,150
+271,181
+269% +$28.8M 0.04% 550
2022
Q1 		$11.9M Buy
100,969
+66,969
+197% +$7.76M 0.01% 1450
2021
Q4 		$3.66M Sell
34,000
-117,514
-78% -$12.7M ﹤0.01% 2739
2021
Q3 		$15.1M Buy
151,514
+59,114
+64% +$5.95M 0.01% 1210
2021
Q2 		$9.47M Sell
92,400
-15,100
-14% -$1.49M 0.01% 1549
2021
Q1 		$9.59M Buy
+107,500
New +$8.77M 0.01% 1382
2020
Q3 		– Sell
-10,923
Closed -$579K – 3843
2020
Q2 		$579K Sell
10,923
-34,951
-76% -$1.78M ﹤0.01% 3266
2020
Q1 		$2.31M Sell
45,874
-919,545
-95% -$62.3M ﹤0.01% 2045
2019
Q4 		$74.8M Buy
965,419
+508,961
+112% +$38.3M 0.09% 282
2019
Q3 		$33.6M Sell
456,458
-364,738
-44% -$26.6M 0.04% 541
2019
Q2 		$62M Sell
821,196
-450,310
-35% -$34.4M 0.08% 316
2019
Q1 		$95.2M Buy
1,271,506
+742,188
+140% +$54.9M 0.12% 200
2018
Q4 		$34.6M Sell
529,318
-61,643
-10% -$4.57M 0.05% 465
2018
Q3 		$48.8M Buy
590,961
+346,910
+142% +$27.9M 0.06% 414
2018
Q2 		$18.9M Buy
244,051
+206,433
+549% +$15.9M 0.02% 751
2018
Q1 		$2.84M Sell
37,618
-101,639
-73% -$7.99M ﹤0.01% 1790
2017
Q4 		$11.1M Buy
139,257
+33,926
+32% +$2.65M 0.02% 965
2017
Q3 		$7.98M Buy
105,331
+61,170
+139% +$4.56M 0.01% 1078
2017
Q2 		$3.24M Sell
44,161
-11,328
-20% -$802K 0.01% 1665
2017
Q1 		$4.15M Buy
55,489
+23,226
+72% +$1.75M 0.01% 1405
2016
Q4 		$2.32M Buy
32,263
+21,874
+211% +$1.46M ﹤0.01% 1884
2016
Q3 		$681K Sell
10,389
-148,271
-93% -$9.64M ﹤0.01% 2626
2016
Q2 		$10.1M Buy
158,660
+82,452
+108% +$5.23M 0.02% 893
2016
Q1 		$4.63M Buy
76,208
+53,812
+240% +$2.95M 0.01% 1330
2015
Q4 		$1.26M Sell
22,396
-54,855
-71% -$3.16M ﹤0.01% 2480
2015
Q3 		$4.21M Buy
77,251
+33,483
+77% +$1.84M 0.01% 1523
2015
Q2 		$2.59M Sell
43,768
-106,900
-71% -$6.71M ﹤0.01% 1985
2015
Q1 		$9.03M Sell
150,668
-46,351
-24% -$2.87M 0.01% 1024
2014
Q4 		$13.9M Buy
197,019
+115,167
+141% +$8.24M 0.02% 898
2014
Q3 		$6.03M Sell
81,852
-4,185
-5% -$315K 0.01% 1446
2014
Q2 		$6.33M Sell
86,037
-10,682
-11% -$745K 0.01% 1436
2014
Q1 		$6.47M Buy
+96,719
New +$6.28M 0.01% 1375
2013
Q3 		– Sell
-4,850
Closed -$281K – 4286
2013
Q2 		$281K Buy
+4,850
New +$294K ﹤0.01% 3604

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co's BMO Position: Q1 2026 in Review

D.E. Shaw & Co reduced its Bank of Montreal (BMO) stake by 79% in Q1 2026, selling an estimated $157M and leaving 302,103 shares worth $40.9M. The position accounts for 0.02% of the portfolio, ranked #743.

D.E. Shaw & Co first reported a position in BMO in Q2 2013 and has held it in 48 quarters since. The position peaked at $186M in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • D.E. Shaw & Co held 302,103 shares of Bank of Montreal worth $40.9M as of Q1 2026.
  • D.E. Shaw & Co sold 1,132,318 Bank of Montreal shares in Q1 2026, an estimated $157M.
  • Bank of Montreal made up 0.02% of D.E. Shaw & Co's portfolio in Q1 2026, its #743 holding.
  • D.E. Shaw & Co first reported a position in Bank of Montreal in Q2 2013 and has held it in 48 quarters since.
  • D.E. Shaw & Co's Bank of Montreal position peaked at $186M in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.