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Position history for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDHEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND's holdings in BANK OF MONTREAL

Yes. Healthcare of Ontario Pension Plan Trust Fund holds 4,174,425 shares of BMO (Bank of Montreal), worth $737.1M, as of its Q2 2026 13F filing. It increased the position by 678,753 shares (+19.4%) from Q1 2026. Healthcare of Ontario Pension Plan Trust Fund has held BMO since Q2 2023, across 13 quarterly 13F filings. BMO is 1.0% of Healthcare of Ontario Pension Plan Trust Fund's reported 13F portfolio.

Current Value

$737.1M

Current Shares

4.2M

Total Value Change

+$353.7M

Total Shares Change

-75,127

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.2M
+19.4%
$737.1M1.0%$175.47
59
2026-Q1
Increased
3.5M
+7.0%
$473.3M0.8%$133.32
47
2025-Q4
Decreased
3.3M
-0.2%
$424.4M0.7%$127.85
0
2025-Q3
Decreased
3.3M
-31.3%
$426.4M0.8%$128.30
0
2025-Q2
Increased
4.8M
+232.6%
$528.4M1.0%$107.84
80
2025-Q1
Decreased
1.4M
-11.9%
$136.8M0.3%$91.98
0
2024-Q4
Decreased
1.6M
-61.8%
$157.7M0.3%$92.44
0
2024-Q3
Increased
4.2M
+261.6%
$383.4M0.9%$84.89
71

Other major holders of BMO: ROYAL BANK OF CANADA

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