Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Bank of Montreal BMO Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$473M Buy
3,495,672
+228,210
+7% +$31.7M 0.76% 24
2025
Q4 		$424M Sell
3,267,462
-5,172
-0.2% -$655K 0.71% 27
2025
Q3 		$426M Sell
3,272,634
-1,491,968
-31% -$177M 0.77% 27
2025
Q2 		$528M Buy
4,764,602
+3,331,968
+233% +$336M 1.03% 18
2025
Q1 		$137M Sell
1,432,634
-192,807
-12% -$19.1M 0.29% 72
2024
Q4 		$158M Sell
1,625,441
-2,624,111
-62% -$248M 0.33% 61
2024
Q3 		$383M Buy
4,249,552
+3,074,389
+262% +$262M 0.91% 18
2024
Q2 		$98.7M Sell
1,175,163
-189,221
-14% -$17.2M 0.28% 62
2024
Q1 		$133M Sell
1,364,384
-909,106
-40% -$85.8M 0.45% 38
2023
Q4 		$225M Sell
2,273,490
-860,448
-27% -$71.8M 0.77% 24
2023
Q3 		$264M Buy
3,133,938
+2,308,214
+280% +$203M 1.17% 16
2023
Q2 		$74.6M Buy
+825,724
New +$73M 0.33% 46
2023
Q1 		– Sell
-2,227,550
Closed -$211M – 1261
2022
Q4 		$202M Buy
2,227,550
+2,227,368
+1,223,829% +$206M 0.99% 21
2022
Q3 		$16K Sell
182
-1,191,160
-100% -$115M ﹤0.01% 1372
2022
Q2 		$115M Sell
1,191,342
-441,611
-27% -$46.9M 0.51% 34
2022
Q1 		$192M Sell
1,632,953
-216,339
-12% -$25.1M 0.66% 24
2021
Q4 		$199M Buy
1,849,292
+325,100
+21% +$35M 0.42% 42
2021
Q3 		$152M Sell
1,524,192
-985,100
-39% -$99.2M 0.37% 42
2021
Q2 		$257M Buy
2,509,292
+301,900
+14% +$29.8M 0.56% 30
2021
Q1 		$197M Sell
2,207,392
-2,353,000
-52% -$192M 0.49% 38
2020
Q4 		$347M Sell
4,560,392
-3,420,200
-43% -$234M 0.92% 19
2020
Q3 		$466M Buy
7,980,592
+5,098,915
+177% +$295M 3.5% 4
2020
Q2 		$153M Buy
2,881,677
+1,339,677
+87% +$68.3M 1.23% 13
2020
Q1 		$77.9M Sell
1,542,000
-596,399
-28% -$40.4M 0.84% 31
2019
Q4 		$166M Buy
+2,138,399
New +$161M 0.71% 25

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 $304B AUM 35.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $140B AUM 46.34% 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 $1.88T AUM 44.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's BMO Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its Bank of Montreal (BMO) stake by 7% in Q1 2026, buying an estimated $31.7M and bringing the position to 3,495,672 shares worth $473M. The position accounts for 0.76% of the portfolio, ranked #24.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in BMO in Q4 2019 and has held it in 25 quarters since. The position peaked at $528M in Q2 2025. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 3,495,672 shares of Bank of Montreal worth $473M as of Q1 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 228,210 Bank of Montreal shares in Q1 2026, an estimated $31.7M.
  • Bank of Montreal made up 0.76% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #24 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Bank of Montreal in Q4 2019 and has held it in 25 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Bank of Montreal position peaked at $528M in Q2 2025.
  • 636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.