BMO — BANK MONTREAL MEDIUM
Reported value held$19.22B
Funds holding (latest)48
SectorFinancials
Funds holding (Q2 2026)36
Institutional value$14.83B · 83.10M sh
New / Add / Cut / Exit3 / 17 / 14 / 1
Top-5 / Top-10 concentration55.0% / 76.7%
Institutional holdings change
Accumulating +23.0%
(+15.53M sh)
Institutional value change
Up +60.2%
As of Q2 2026, 36 SEC-registered investment managers reported holding BMO (BANK MONTREAL MEDIUM) in their latest 13F filings, with a combined reported value of $14.83B across 83.10M shares. That is +23.0% by share count (+15.53M shares) versus the previous quarter, while reported value moved +60.2%. Ownership is concentrated: the five largest holders account for 55.0% of reported value and the top ten for 76.7%.
Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 14 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BMO is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 12.33M | $2.18B | 1.57% | Add |
| Fidelity Management & Research (FMR) history | 9.53M | $1.68B | 0.08% | Add |
| Norges Bank Investment Management history | 8.80M | $1.55B | 0.15% | Add |
| Geode Capital Management history | 7.97M | $1.46B | 0.08% | Add |
| CPP Investments history | 7.26M | $1.28B | 0.71% | Add |
| CDPQ (Caisse de Depot) history | 5.42M | $957.55M | 1.37% | Hold |
| Legal & General Investment Management America history | 4.21M | $744.21M | 0.15% | Reduce |
| JPMorgan Chase & Co history | 3.15M | $553.86M | 0.06% | New |
| Morgan Stanley history | 2.90M | $512.87M | 0.03% | Add |
| Goldman Sachs Group history | 2.55M | $449.86M | 0.04% | Reduce |
| D. E. Shaw & Co history | 2.44M | $430.40M | 0.22% | Reduce |
| Manulife Financial history | 2.36M | $416.64M | 0.34% | Reduce |
| Charles Schwab Investment Management history | 2.08M | $367.56M | 0.05% | Add |
| MFS Investment Management history | 1.30M | $324.84M | 0.11% | Reduce |
| Deutsche Bank AG history | 1.33M | $235.79M | 0.07% | Add |
| Amundi US history | 1.22M | $217.82M | 0.05% | Add |
| Invesco Ltd history | 1.20M | $212.72M | 0.02% | Reduce |
| PSP Investments history | 1.18M | $207.88M | 0.54% | Add |
| UBS Group AG history | 953.64K | $168.51M | 0.02% | Add |
| BNY Mellon history | 739.89K | $130.74M | 0.02% | Add |
| BlackRock Inc history | 622.13K | $109.93M | 0.00% | Reduce |
| Bank of America Corp history | 588.63K | $104.01M | 0.01% | Reduce |
| Northern Trust Corp history | 560.48K | $99.04M | 0.01% | Reduce |
| Two Sigma Investments history | 519.74K | $91.84M | 0.07% | Add |
| AQR Capital Management history | 469.43K | $82.90M | 0.03% | Add |
| Franklin Resources history | 349.58K | $61.73M | 0.01% | Add |
| Millennium Management history | 225.54K | $45.77M | 0.02% | Reduce |
| Citigroup Inc history | 251.31K | $44.40M | 0.01% | Reduce |
| Citadel Advisors history | 250.38K | $44.24M | 0.01% | Reduce |
| Lazard Asset Management history | 128.51K | $22.69M | 0.04% | Add |
| Wellington Management Group history | 104.11K | $18.39M | 0.00% | Add |
| Wells Fargo & Co history | 58.02K | $10.24M | 0.00% | Reduce |
| Capital World Investors history | 26.07K | $4.61M | 0.00% | New |
| PNC Financial Services history | 15.75K | $2.78M | 0.00% | Reduce |
| Point72 Asset Management history | 13.10K | $2.31M | 0.00% | New |
| Prudential Financial history | 4.77K | $842.86K | 0.00% | Hold |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity International (FIL) history | 11.49M | $1.56B | 1.21% | Add |
| Geode Capital Management history | 7.31M | $1.02B | 0.06% | Add |
| Fidelity Management & Research (FMR) history | 7.29M | $987.84M | 0.05% | Add |
| CPP Investments history | 6.24M | $845.20M | 0.55% | Reduce |
| CDPQ (Caisse de Depot) history | 5.42M | $731.72M | 1.17% | Hold |
| Legal & General Investment Management America history | 4.60M | $621.49M | 0.14% | Add |
| Goldman Sachs Group history | 2.59M | $350.37M | 0.04% | Add |
| D. E. Shaw & Co history | 2.49M | $336.69M | 0.22% | Reduce |
| Manulife Financial history | 2.43M | $329.49M | 0.29% | Reduce |
| Morgan Stanley history | 2.20M | $298.24M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 2.00M | $270.57M | 0.04% | Add |
| MFS Investment Management history | 1.35M | $253.53M | 0.09% | Reduce |
| Invesco Ltd history | 1.71M | $230.93M | 0.04% | Add |
| Bank of America Corp history | 1.63M | $220.78M | 0.02% | Reduce |
| Deutsche Bank AG history | 1.30M | $176.29M | 0.06% | Reduce |
| Amundi US history | 1.11M | $151.69M | 0.04% | Reduce |
| PSP Investments history | 1.12M | $151.12M | 0.47% | Add |
| UBS Group AG history | 817.01K | $110.57M | 0.02% | Add |
| BlackRock Inc history | 718.49K | $97.24M | 0.00% | Add |
| BNY Mellon history | 710.26K | $96.13M | 0.02% | Reduce |
| Northern Trust Corp history | 564.96K | $76.46M | 0.01% | Add |
| Millennium Management history | 440.38K | $69.95M | 0.03% | Reduce |
| AQR Capital Management history | 434.21K | $58.27M | 0.03% | Add |
| Citigroup Inc history | 423.21K | $57.14M | 0.03% | Reduce |
| Franklin Resources history | 344.90K | $46.72M | 0.01% | Add |
| Citadel Advisors history | 333.87K | $45.19M | 0.01% | Reduce |
| Wells Fargo & Co history | 290.30K | $39.25M | 0.01% | Reduce |
| Wellington Management Group history | 92.14K | $12.44M | 0.00% | Add |
| Janus Henderson Group history | 61.43K | $8.27M | 0.00% | Reduce |
| PNC Financial Services history | 23.61K | $3.19M | 0.00% | Reduce |
| Two Sigma Investments history | 21.80K | $2.95M | 0.00% | Reduce |
| Prudential Financial history | 4.77K | $488.48K | 0.00% | Reduce |
| Lazard Asset Management history | 3.08K | $417.66K | 0.00% | Add |
Q4 2025 — 41 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 33.02M | $4.29B | 0.06% | Add |
| Fidelity International (FIL) history | 9.45M | $1.23B | 0.92% | Add |
| Norges Bank Investment Management history | 8.16M | $1.06B | 0.11% | Reduce |
| Geode Capital Management history | 7.03M | $932.24M | 0.06% | Add |
| Fidelity Management & Research (FMR) history | 6.60M | $856.86M | 0.04% | Reduce |
| CPP Investments history | 6.33M | $821.52M | 0.55% | Add |
| CDPQ (Caisse de Depot) history | 5.42M | $704.75M | 1.20% | Hold |
| Legal & General Investment Management America history | 4.55M | $591.71M | 0.13% | Add |
| Morgan Stanley history | 3.82M | $495.46M | 0.03% | Add |
| D. E. Shaw & Co history | 3.74M | $485.94M | 0.29% | Add |
| JPMorgan Chase & Co history | 3.30M | $427.97M | 0.06% | Reduce |
| Manulife Financial history | 2.80M | $365.01M | 0.30% | Reduce |
| Bank of America Corp history | 2.40M | $311.79M | 0.02% | Reduce |
| Goldman Sachs Group history | 2.04M | $264.68M | 0.03% | Reduce |
| Charles Schwab Investment Management history | 1.97M | $255.92M | 0.04% | Add |
| Invesco Ltd history | 1.58M | $204.59M | 0.03% | Reduce |
| MFS Investment Management history | 1.52M | $197.53M | 0.06% | Hold |
| Deutsche Bank AG history | 1.45M | $188.28M | 0.06% | Add |
| Amundi US history | 1.29M | $169.25M | 0.05% | Add |
| Millennium Management history | 721.71K | $116.46M | 0.05% | Add |
| Citadel Advisors history | 849.94K | $110.31M | 0.02% | Reduce |
| BNY Mellon history | 738.97K | $95.91M | 0.02% | Reduce |
| BlackRock Inc history | 644.30K | $83.62M | 0.00% | Hold |
| Northern Trust Corp history | 546.11K | $70.88M | 0.01% | Hold |
| Citigroup Inc history | 528.45K | $68.72M | 0.03% | Add |
| UBS Group AG history | 518.52K | $67.30M | 0.01% | Reduce |
| PSP Investments history | 391.43K | $50.84M | 0.17% | Add |
| Wells Fargo & Co history | 365.85K | $47.54M | 0.01% | Reduce |
| Franklin Resources history | 317.25K | $41.20M | 0.01% | Add |
| AQR Capital Management history | 275.99K | $35.84M | 0.02% | Add |
| Renaissance Technologies history | 165.00K | $21.41M | 0.03% | Reduce |
| Wellington Management Group history | 80.73K | $10.50M | 0.00% | Reduce |
| Two Sigma Investments history | 76.44K | $9.92M | 0.01% | Reduce |
| Janus Henderson Group history | 62.23K | $8.10M | 0.00% | Add |
| PNC Financial Services history | 27.05K | $3.51M | 0.00% | Reduce |
| Point72 Asset Management history | 16.00K | $2.08M | 0.00% | New |
| Principal Global Investors history | 13.70K | $1.78M | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 9.62K | $1.25M | 0.03% | Hold |
| Prudential Financial history | 9.17K | $1.19M | 0.00% | Reduce |
| Bridgewater Associates history | 4.76K | $618.85K | 0.00% | Reduce |
| Lazard Asset Management history | 2.85K | $370.78K | 0.00% | Add |
Q3 2025 — 40 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 32.34M | $4.21B | 0.06% | Hold |
| Fidelity International (FIL) history | 8.20M | $1.07B | 0.84% | Add |
| Fidelity Management & Research (FMR) history | 8.10M | $1.06B | 0.06% | Add |
| Geode Capital Management history | 6.59M | $873.47M | 0.06% | Add |
| CDPQ (Caisse de Depot) history | 5.42M | $706.37M | 1.27% | Hold |
| Legal & General Investment Management America history | 4.53M | $589.86M | 0.13% | Add |
| JPMorgan Chase & Co history | 4.03M | $525.45M | 0.07% | Reduce |
| CPP Investments history | 3.85M | $501.65M | 0.35% | Add |
| Goldman Sachs Group history | 3.62M | $471.60M | 0.06% | Reduce |
| D. E. Shaw & Co history | 3.36M | $437.64M | 0.27% | Reduce |
| Bank of America Corp history | 3.13M | $407.51M | 0.03% | Reduce |
| Manulife Financial history | 2.92M | $380.82M | 0.32% | Reduce |
| Morgan Stanley history | 2.19M | $285.13M | 0.02% | Reduce |
| UBS Group AG history | 2.13M | $277.09M | 0.04% | Add |
| Charles Schwab Investment Management history | 1.95M | $254.45M | 0.04% | Reduce |
| Invesco Ltd history | 1.61M | $209.23M | 0.03% | Add |
| MFS Investment Management history | 1.53M | $198.69M | 0.06% | Reduce |
| Deutsche Bank AG history | 1.38M | $179.15M | 0.06% | Add |
| Citadel Advisors history | 1.02M | $132.33M | 0.02% | Add |
| Amundi US history | 969.30K | $127.71M | 0.04% | Reduce |
| Millennium Management history | 698.42K | $125.72M | 0.06% | Add |
| BNY Mellon history | 756.50K | $98.53M | 0.02% | Reduce |
| BlackRock Inc history | 641.18K | $83.51M | 0.00% | Add |
| Northern Trust Corp history | 543.75K | $70.82M | 0.01% | Add |
| Citigroup Inc history | 502.38K | $65.48M | 0.03% | Add |
| Wells Fargo & Co history | 469.89K | $61.17M | 0.01% | Add |
| PSP Investments history | 363.88K | $47.43M | 0.17% | Reduce |
| Franklin Resources history | 299.03K | $38.81M | 0.01% | Reduce |
| Renaissance Technologies history | 247.79K | $32.28M | 0.04% | Add |
| Two Sigma Investments history | 154.44K | $20.12M | 0.03% | Reduce |
| Wellington Management Group history | 98.33K | $12.82M | 0.00% | Reduce |
| Janus Henderson Group history | 56.13K | $7.29M | 0.00% | Reduce |
| AQR Capital Management history | 45.97K | $5.99M | 0.00% | Add |
| PNC Financial Services history | 29.18K | $3.80M | 0.00% | Add |
| Balyasny Asset Management history | 18.45K | $2.40M | 0.00% | Add |
| Principal Global Investors history | 14.60K | $1.90M | 0.00% | Reduce |
| Prudential Financial history | 12.51K | $1.63M | 0.00% | Add |
| Ontario Teachers Pension Plan history | 9.62K | $1.25M | 0.03% | Add |
| Bridgewater Associates history | 5.17K | $673.71K | 0.00% | Add |
| Lazard Asset Management history | 1.90K | $247.14K | 0.00% | New |
Q2 2025 — 43 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 32.19M | $3.57B | 0.06% | Add |
| Norges Bank Investment Management history | 10.68M | $1.18B | 0.15% | Add |
| Geode Capital Management history | 5.84M | $655.67M | 0.05% | Add |
| Goldman Sachs Group history | 5.66M | $626.26M | 0.09% | Add |
| CDPQ (Caisse de Depot) history | 5.42M | $599.39M | 1.28% | Hold |
| Fidelity Management & Research (FMR) history | 4.85M | $537.84M | 0.03% | Reduce |
| Legal & General Investment Management America history | 4.35M | $480.99M | 0.12% | Hold |
| Fidelity International (FIL) history | 4.16M | $461.25M | 0.40% | Reduce |
| JPMorgan Chase & Co history | 4.10M | $453.24M | 0.06% | Add |
| Bank of America Corp history | 3.58M | $396.38M | 0.03% | Reduce |
| CPP Investments history | 3.49M | $387.28M | 0.33% | Reduce |
| D. E. Shaw & Co history | 3.44M | $380.95M | 0.29% | Add |
| Manulife Financial history | 3.35M | $369.30M | 0.33% | Reduce |
| Morgan Stanley history | 2.53M | $280.21M | 0.02% | Reduce |
| PSP Investments history | 2.17M | $240.01M | 1.02% | Add |
| Charles Schwab Investment Management history | 2.01M | $222.67M | 0.04% | Add |
| MFS Investment Management history | 1.58M | $175.08M | 0.06% | Hold |
| Deutsche Bank AG history | 1.26M | $139.07M | 0.05% | Add |
| Invesco Ltd history | 1.06M | $117.42M | 0.02% | Add |
| Amundi US history | 983.85K | $110.33M | 0.04% | Add |
| Citadel Advisors history | 986.50K | $109.14M | 0.02% | Reduce |
| UBS Group AG history | 833.21K | $92.18M | 0.02% | Add |
| Millennium Management history | 570.00K | $86.02M | 0.04% | Reduce |
| BNY Mellon history | 765.07K | $84.64M | 0.02% | Add |
| Two Sigma Investments history | 626.35K | $69.29M | 0.13% | Add |
| BlackRock Inc history | 594.56K | $65.78M | 0.00% | Reduce |
| Northern Trust Corp history | 525.35K | $58.12M | 0.01% | Reduce |
| Wells Fargo & Co history | 464.56K | $51.45M | 0.01% | Hold |
| Citigroup Inc history | 367.68K | $40.66M | 0.02% | Add |
| Franklin Resources history | 334.05K | $37.04M | 0.01% | Reduce |
| Renaissance Technologies history | 205.90K | $22.78M | 0.03% | Add |
| Wellington Management Group history | 104.73K | $11.58M | 0.00% | Reduce |
| Janus Henderson Group history | 62.55K | $6.91M | 0.00% | Reduce |
| PNC Financial Services history | 27.53K | $3.05M | 0.00% | Add |
| AQR Capital Management history | 17.56K | $1.94M | 0.00% | Add |
| Principal Global Investors history | 15.60K | $1.73M | 0.00% | Reduce |
| Capital World Investors history | 9.75K | $1.08M | 0.00% | Hold |
| Arrowstreet Capital history | 9.20K | $1.02M | 0.00% | New |
| Marshall Wace history | 6.58K | $728.17K | 0.00% | Reduce |
| Ontario Teachers Pension Plan history | 6.50K | $721.24K | 0.01% | New |
| Prudential Financial history | 4.77K | $527.71K | 0.00% | Hold |
| Bridgewater Associates history | 2.35K | $259.68K | 0.00% | Reduce |
| Balyasny Asset Management history | 2.10K | $232.68K | 0.00% | New |
Q1 2025 — 39 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 31.00M | $2.96B | 0.05% | Add |
| Manulife Financial history | 6.08M | $583.78M | 0.56% | Reduce |
| CDPQ (Caisse de Depot) history | 5.42M | $517.46M | 1.09% | Hold |
| Fidelity International (FIL) history | 5.19M | $495.34M | 0.47% | Add |
| Geode Capital Management history | 4.90M | $476.53M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 4.97M | $474.85M | 0.03% | Reduce |
| Legal & General Investment Management America history | 4.33M | $413.66M | 0.11% | Add |
| Goldman Sachs Group history | 4.26M | $406.83M | 0.07% | Add |
| JPMorgan Chase & Co history | 3.94M | $376.16M | 0.06% | Add |
| Bank of America Corp history | 3.77M | $360.16M | 0.03% | Add |
| CPP Investments history | 3.68M | $351.15M | 0.34% | Add |
| Morgan Stanley history | 2.65M | $252.85M | 0.02% | Add |
| D. E. Shaw & Co history | 2.04M | $194.51M | 0.19% | Reduce |
| Charles Schwab Investment Management history | 1.94M | $185.33M | 0.04% | Add |
| MFS Investment Management history | 1.59M | $151.39M | 0.05% | Reduce |
| Deutsche Bank AG history | 1.08M | $103.11M | 0.04% | Add |
| Citadel Advisors history | 1.04M | $99.69M | 0.02% | Reduce |
| Invesco Ltd history | 1.01M | $96.68M | 0.02% | Reduce |
| Millennium Management history | 718.86K | $88.79M | 0.05% | Reduce |
| BNY Mellon history | 746.61K | $71.31M | 0.01% | Add |
| Amundi US history | 701.96K | $67.42M | 0.03% | Reduce |
| UBS Group AG history | 705.41K | $67.37M | 0.01% | Add |
| BlackRock Inc history | 622.47K | $59.45M | 0.00% | Add |
| Northern Trust Corp history | 570.80K | $54.52M | 0.01% | Add |
| Wells Fargo & Co history | 464.76K | $44.43M | 0.01% | Add |
| Two Sigma Investments history | 463.94K | $44.31M | 0.10% | Reduce |
| Franklin Resources history | 338.92K | $32.37M | 0.01% | Add |
| Citigroup Inc history | 231.75K | $22.13M | 0.01% | Reduce |
| Wellington Management Group history | 131.91K | $12.59M | 0.00% | Reduce |
| Janus Henderson Group history | 74.36K | $7.11M | 0.00% | Reduce |
| PSP Investments history | 70.32K | $6.71M | 0.03% | Hold |
| Bridgewater Associates history | 46.94K | $4.48M | 0.02% | New |
| Renaissance Technologies history | 45.20K | $4.32M | 0.01% | New |
| PNC Financial Services history | 24.52K | $2.34M | 0.00% | Add |
| Principal Global Investors history | 17.20K | $1.64M | 0.00% | Reduce |
| Capital World Investors history | 9.75K | $930.97K | 0.00% | Hold |
| Marshall Wace history | 8.81K | $841.92K | 0.00% | New |
| AQR Capital Management history | 5.74K | $548.44K | 0.00% | Add |
| Prudential Financial history | 4.77K | $455.58K | 0.00% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.15M sh · $553.86M
- Capital World Investors 26.07K sh · $4.61M
- Point72 Asset Management 13.10K sh · $2.31M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 61.43K sh · $8.27M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity International (FIL) | 12.33M | 11.49M | 9.45M | 8.20M | 4.16M | 5.19M | 2.17M | 1.72M | 9.55M | 9.87M | 9.87M | 4.14M | 3.33M | 5.89M | 7.47M | 6.66M | 9.35M | 9.05M | 670.44K | 669.37K |
| Fidelity Management & Research (FMR) | 9.53M | 7.29M | 6.60M | 8.10M | 4.85M | 4.97M | 5.21M | 5.05M | 4.42M | 3.47M | 3.33M | 3.30M | 3.00M | 5.74M | 6.25M | 3.62M | 3.15M | 3.20M | 3.06M | 3.04M |
| Norges Bank Investment Management | 8.80M | — | 8.16M | — | 10.68M | — | 10.46M | — | 8.64M | — | 8.21M | — | — | — | 6.20M | — | — | — | — | — |
| Geode Capital Management | 7.97M | 7.31M | 7.03M | 6.59M | 5.84M | 4.90M | 4.30M | 3.32M | 3.01M | 2.85M | 2.77M | 2.63M | 2.53M | 2.28M | 2.17M | 2.18M | 1.94M | 1.86M | 1.78M | 1.67M |
| CPP Investments | 7.26M | 6.24M | 6.33M | 3.85M | 3.49M | 3.68M | 2.21M | 2.53M | 2.56M | 1.98M | 1.72M | 1.72M | 2.06M | 2.41M | 2.24M | 2.04M | 1.53M | 3.08M | 3.90M | 3.90M |
| CDPQ (Caisse de Depot) | 5.42M | 5.42M | 5.42M | 5.42M | 5.42M | 5.42M | 5.42M | 5.42M | 5.42M | 5.56M | 5.59M | 5.59M | 5.51M | 5.45M | — | 3.28M | 3.34M | 3.40M | 1.86M | 5.03M |
| Legal & General Investment Management America | 4.21M | 4.60M | 4.55M | 4.53M | 4.35M | 4.33M | 4.24M | 5.39M | 5.35M | 5.40M | 5.39M | 4.22M | 3.99M | 3.70M | 3.74M | 4.01M | 4.13M | 4.01M | 3.71M | 3.70M |
| JPMorgan Chase & Co | 3.15M | — | 3.30M | 4.03M | 4.10M | 3.94M | 3.63M | 3.33M | 3.18M | 2.92M | 2.79M | 2.91M | 2.81M | 2.80M | 2.57M | 2.55M | 2.53M | 2.45M | 2.22M | 2.17M |
| Morgan Stanley | 2.90M | 2.20M | 3.82M | 2.19M | 2.53M | 2.65M | 1.53M | 2.11M | 1.79M | 1.45M | 1.27M | 1.75M | 1.17M | 1.64M | 1.91M | 1.25M | 1.64M | 978.38K | 1.91M | 823.53K |
| Goldman Sachs Group | 2.55M | 2.59M | 2.04M | 3.62M | 5.66M | 4.26M | 1.36M | 1.85M | 2.88M | 4.50M | 2.76M | 2.08M | 1.56M | 1.26M | 1.15M | 1.12M | 2.99M | 1.39M | 1.87M | 1.50M |
| D. E. Shaw & Co | 2.44M | 2.49M | 3.74M | 3.36M | 3.44M | 2.04M | 2.59M | 1.12M | 517.30K | 1.25M | 1.73M | 1.08M | 1.55M | 818.78K | 786.66K | 1.03M | 999.55K | 528.37K | 372.10K | 154.21K |
| Manulife Financial | 2.36M | 2.43M | 2.80M | 2.92M | 3.35M | 6.08M | 6.84M | 4.79M | 4.68M | 4.86M | 5.54M | 5.14M | 5.01M | 5.27M | 4.79M | 4.81M | 3.10M | 2.34M | 1.90M | 3.82M |
| Charles Schwab Investment Management | 2.08M | 2.00M | 1.97M | 1.95M | 2.01M | 1.94M | 1.91M | 1.85M | 1.75M | — | — | — | — | — | — | — | — | — | — | — |
| MFS Investment Management | 1.30M | 1.35M | 1.52M | 1.53M | 1.58M | 1.59M | 1.61M | 1.63M | 1.63M | 1.58M | 1.55M | 1.51M | 1.51M | 1.49M | 1.42M | 1.18M | 698.68K | — | 682.12K | 649.57K |
| Deutsche Bank AG | 1.33M | 1.30M | 1.45M | 1.38M | 1.26M | 1.08M | 1.02M | 939.94K | 831.82K | 766.04K | 735.16K | 717.37K | 826.09K | 728.34K | 753.38K | 792.08K | 1.24M | 818.82K | 774.96K | 986.33K |
| Amundi US | 1.22M | 1.11M | 1.29M | 969.30K | 983.85K | 701.96K | 738.17K | 572.11K | 602.88K | 628.09K | 747.40K | 583.57K | 526.03K | 673.54K | 760.64K | 728.20K | 703.42K | 649.14K | 665.98K | 709.21K |
| Invesco Ltd | 1.20M | 1.71M | 1.58M | 1.61M | 1.06M | 1.01M | 1.09M | 805.52K | 1.00M | 925.69K | 893.55K | 933.18K | 934.21K | 897.74K | 929.76K | 967.63K | 984.21K | 964.45K | 1.05M | 1.07M |
| PSP Investments | 1.18M | 1.12M | 391.43K | 363.88K | 2.17M | 70.32K | 70.02K | 95.43K | 95.65K | 97.47K | 161.14K | 188.01K | 1.19M | 1.14M | 1.12M | 436.96K | 570.66K | 530.33K | 586.99K | 440.78K |
| UBS Group AG | 953.64K | 817.01K | 518.52K | 2.13M | 833.21K | 705.41K | 271.72K | 369.36K | 280.21K | 265.89K | 273.48K | 212.20K | 196.84K | 199.00K | 193.01K | 197.66K | 184.03K | 178.05K | 217.75K | 191.09K |
| BNY Mellon | 739.89K | 710.26K | 738.97K | 756.50K | 765.07K | 746.61K | 708.77K | 668.63K | 686.73K | 700.29K | 871.43K | 897.59K | 929.32K | 874.43K | 860.48K | 843.73K | 799.45K | 761.12K | 769.92K | 771.19K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details