SEC 13F Intelligence

Connor, Clark & Lunn Investment Management Ltd. / BMO

Connor, Clark & Lunn Investment Management Ltd.’s Bank Montreal Medium Position

Does Connor, Clark & Lunn Investment Management Ltd. own Bank Montreal Medium (BMO)? Yes — 2.09M shares worth $283M (+0.65% of its 13F portfolio) as of Q1 2026, up from 2.07M shares the prior filed quarter.

Position Value
$283M
Q1 2026
Shares
2.09M
% of Portfolio
+0.65%
Quarters Held
30
currently held

Position History BMO

Reported value by quarter
Q4 ’18: $348MQ4 ’18Q1 ’19: $340MQ2 ’19: $310MQ3 ’19: $229MQ4 ’19: $219MQ4 ’19Q1 ’20: $147MQ2 ’20: $106MQ3 ’20: $175MQ4 ’20: $333MQ4 ’20Q1 ’21: $393MQ2 ’21: $458MQ3 ’21: $478MQ4 ’21: $523MQ4 ’21Q1 ’22: $648MQ2 ’22: $525MQ3 ’22: $436MQ4 ’22: $438MQ4 ’22Q1 ’23: $336MQ2 ’23: $307MQ3 ’23: $291MQ4 ’23: $394MQ4 ’23Q1 ’24: $435MQ2 ’24: $274MQ3 ’24: $179MQ4 ’24: $177MQ4 ’24Q1 ’25: $184MQ2 ’25: $219MQ3 ’25: $297MQ4 ’25: $269MQ4 ’25Q1 ’26: $283Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.09M$283M+0.65%
Q4 20252.07M$269M+0.70%
Q3 20252.28M$297M+0.94%
Q2 20251.97M$219M+0.77%
Q1 20251.93M$184M+0.80%
Q4 20241.83M$177M+0.80%
Q3 20241.99M$179M+0.87%
Q2 20243.27M$274M+1.15%
Q1 20244.45M$435M+1.87%
Q4 20233.98M$394M+1.84%
Q3 20233.45M$291M+1.52%
Q2 20233.40M$307M+1.53%
Q1 20233.78M$336M+1.82%
Q4 20224.84M$438M+2.52%
Q3 20224.98M$436M+2.85%
Q2 20225.46M$525M+3.19%
Q1 20225.51M$648M+3.18%
Q4 20214.86M$523M+2.56%
Q3 20214.79M$478M+2.49%
Q2 20214.47M$458M+2.33%
Q1 20214.41M$393M+2.19%
Q4 20204.38M$333M+1.97%
Q3 20202.99M$175M+1.16%
Q2 20201.98M$106M+0.74%
Q1 20202.92M$147M+1.32%
Q4 20192.83M$219M+1.51%
Q3 20193.10M$229M+1.57%
Q2 20194.10M$310M+1.99%
Q1 20194.55M$340M+2.24%
Q4 20185.33M$348M+2.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Connor, Clark & Lunn Investment Management Ltd.’s full portfolio or all institutional holders of BMO.