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MFS Investment Management position in BMO
BANK MONTREAL MEDIUM · Financials
Latest position (Q2 2026)1.30M sh
Reported value held$324.84M
Portfolio Weight0.11%
First reportedQ2 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q2 2021 | 653.15K | $66.99M | New |
| Q3 2021 | 649.57K | $64.78M | Reduce |
| Q4 2021 | 682.12K | $73.48M | Add |
| Q2 2022 | 698.68K | $67.19M | Add |
| Q3 2022 | 1.18M | $103.33M | Add |
| Q4 2022 | 1.42M | $128.24M | Add |
| Q1 2023 | 1.49M | $133.12M | Add |
| Q2 2023 | 1.51M | $135.97M | Add |
| Q3 2023 | 1.51M | $127.09M | Hold |
| Q4 2023 | 1.55M | $153.20M | Add |
| Q1 2024 | 1.58M | $154.45M | Add |
| Q2 2024 | 1.63M | $136.62M | Add |
| Q3 2024 | 1.63M | $147.17M | Hold |
| Q4 2024 | 1.61M | $156.10M | Reduce |
| Q1 2025 | 1.59M | $151.39M | Reduce |
| Q2 2025 | 1.58M | $175.08M | Hold |
| Q3 2025 | 1.53M | $198.69M | Reduce |
| Q4 2025 | 1.52M | $197.53M | Hold |
| Q1 2026 | 1.35M | $253.53M | Reduce |
| Q2 2026 | 1.30M | $324.84M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding BMO
- Vanguard Group 33.02M sh · $4.29B · Q4 2025
- Fidelity International (FIL) 12.33M sh · $2.18B · Q2 2026
- Fidelity Management & Research (FMR) 9.53M sh · $1.68B · Q2 2026
- Norges Bank Investment Management 8.80M sh · $1.55B · Q2 2026
- Geode Capital Management 7.97M sh · $1.46B · Q2 2026
- CPP Investments 7.26M sh · $1.28B · Q2 2026
- CDPQ (Caisse de Depot) 5.42M sh · $957.55M · Q2 2026
- Legal & General Investment Management America 4.21M sh · $744.21M · Q2 2026
- JPMorgan Chase & Co 3.15M sh · $553.86M · Q2 2026
- Morgan Stanley 2.90M sh · $512.87M · Q2 2026
- Goldman Sachs Group 2.55M sh · $449.86M · Q2 2026
- D. E. Shaw & Co 2.44M sh · $430.40M · Q2 2026