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Bank of Montreal

BMO
Exchange
NYSE
Industry
Commercial Banks, NEC
SEC CIK
0000927971

No open-market purchases or sales by Bank of Montreal insiders were filed in the last 90 days; 658 institutions reported holding it in 13F filings for Q2 2026, worth $60.0B in total; no superinvestor holds it.

Other share classesAIQDAIQUBERZBNKDBNKUBRZDBRZLBULZCARDCARUDULLFLYDFLYUFNGDFNGOFNGSFNGUGDXDGDXUHYGDHYGUJETDJETUJPNDJPNULQDDLQDUMNGUNRGDNRGUOILDOILUSHNYSMHDSMHUSPYUTAWNTPEIWTIDWTIUXLCDXLCUXLPDXLPU

13F holders, Q1 2021

Institutional positions in Bank of Montreal as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
405
No complete 13F data for Q4 2020
Shares held
273.9M
No complete 13F data for Q4 2020
Total value
$24.7B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 405 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ1 2021: $24.7B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Bank of Montreal.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BMO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.0$330.00%––
Financial Perspectives, Inc3,743$420.00%––
Cullen/Frost Bankers, Inc.12$1.00K0.00%––
Baystate Wealth Management LLC11$1.00K0.00%––
Raffa Wealth Management, LLC13$1.16K0.00%––
CWM, LLC24$2.00K0.00%––
Tarbox Family Office, Inc.25$2.00K0.00%––
Evoke Wealth, LLC20$2.00K0.00%––
Sugarloaf Wealth Management, LLC33$3.00K0.00%––
Motco40$4.00K0.00%––
Mascoma Wealth Management LLC50$4.00K0.00%––
Meridian Wealth Partners, LLC40$4.00K0.00%––
Creative Financial Designs Inc59$5.00K0.00%––
First Horizon Advisors, Inc.62$5.00K0.00%––
Pacitti Group Inc.63$5.00K0.00%––
Gradient Investments LLC66$6.00K0.00%––
HHM Wealth Advisors, LLC65$6.00K0.00%––
IAG Wealth Partners, LLC67$6.00K0.00%––
Earnest Partners LLC81$7.00K0.00%––
Bellevue Asset Management, LLC78$7.00K0.00%––
McCarthy Grittinger Financial Group, LLC86$7.66K0.00%––
MBM Wealth Consultants, LLC87$8.00K0.00%––
Mark Sheptoff Financial Planning, LLC100$9.00K0.01%––
Assetmark, Inc115$10.0K0.00%––
GPS Wealth Strategies Group, LLC119$10.0K0.00%––
Financial Management Professionals, Inc.122$11.0K0.00%––
Tradewinds Capital Management, LLC125$11.0K0.00%––
Berman Capital Advisors, LLC131$11.0K0.00%––
WealthShield Partners, LLC120$11.0K0.00%––
Global Retirement Partners, LLC123$11.0K0.00%––
Focused Wealth Management, Inc150$13.0K0.00%––
NEXT Financial Group, Inc144$13.0K0.00%––
Glassman Wealth Services144$13.0K0.00%––
Leelyn Smith, LLC150$13.0K0.00%––
Financial Avengers, Inc.150$13.0K0.01%––
McIlrath & Eck, LLC160$14.0K0.00%––
Eudaimonia Partners, LLC158$14.0K0.00%––
Manchester Financial Inc180$16.0K0.01%––
Farmers & Merchants Investments Inc189$17.0K0.00%––
Sargent Bickham Lagudis LLC211$19.0K0.00%––
Bedel Financial Consulting, Inc.260$23.0K0.01%––
International Assets Investment Management, LLC339$26.0K0.00%––
Central Trust Co299$27.0K0.00%––
Wealthcare Advisory Partners LLC300$27.0K0.00%––
Zions Bancorporation, N.A.317$28.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA331$29.4K0.04%––
Compagnie Lombard Odier SCmA340$30.0K0.00%––
Winch Advisory Services, LLC350$31.0K0.01%––
Whittier Trust Co405$36.0K0.00%––
Stonebridge Capital Advisors LLC400$36.0K0.00%––
Capital Analysts, LLC429$38.0K0.00%––
Proequities, Inc.490$44.0K0.00%––
Reilly Financial Advisors, LLC513$46.0K0.00%––
Kings Point Capital Management518$46.0K0.00%––
Princeton Global Asset Management LLC600$53.0K0.02%––
American Portfolios Advisors595$53.0K0.00%––
Certified Advisory Corp733$65.0K0.02%––
Cowen Prime Services LLC753$67.0K0.03%––
Bray Capital Advisors800$71.0K0.02%––
Pacifica Partners Inc.796$72.0K0.06%––
Huntington National Bank848$76.0K0.00%––
Enterprise Financial Services Corp854$77.0K0.01%––
Hudock, Inc.896$79.0K0.02%––
Washington Trust Co1,000$89.0K0.00%––
Graves-Light Private Wealth Management, Inc.1,000$89.0K0.02%––
Firestone Capital Management1,000$89.0K0.03%––
Caldwell Trust Co1,000$89.1K0.01%––
Sandy Spring Bank1,039$93.0K0.01%––
Sutton Wealth Advisors Inc.1,095$97.6K0.04%––
Sowell Financial Services LLC1,042$101.0K0.00%––
JJJ Advisors Inc.1,140$102.0K0.04%––
Iron Horse Wealth Management, LLC1,180$105.0K0.08%––
Trust Co of Vermont1,280$114.0K0.01%––
Allworth Financial LP1,300$116.0K0.00%––
Bartlett & Co. Wealth Management LLC1,330$118.5K0.00%––
Bartlett & Co. LLC1,330$119.0K0.00%––
Webster Bank, N. A.1,400$125.0K0.01%––
Edmond de Rothschild Holding S.A.1,420$126.0K0.00%––
Valeo Financial Advisors, LLC1,441$128.0K0.01%––
Spire Wealth Management1,441$128.0K0.00%––
Panagora Asset Management Inc1,446$129.0K0.00%––
SG Americas Securities, LLC1,552$138.0K0.00%––
Ameritas Investment Company, LLC1,560$139.0K0.01%––
JNBA Financial Advisors1,575$140.0K0.02%––
Maverick Capital LtdSuperinvestorMaverick Capital1,617$144.0K0.00%––
Benjamin F. Edwards & Company, Inc.1,678$150.0K0.01%––
Bessemer Group Inc1,874$167.0K0.00%––
Lindbrook Capital, LLC2,019$180.0K0.04%––
BDO Wealth Advisors, LLC2,110$188.0K0.02%––
Credit Agricole S A2,124$189.0K0.01%––
Parallel Advisors, LLC2,133$190.0K0.01%––
Investors Research Corp2,157$192.0K0.07%––
Knights of Columbus Asset Advisors LLC2,251$201.0K0.02%––
Prio Wealth Limited Partnership2,267$202.0K0.01%––
Checchi Capital Advisers, LLC2,268$202.0K0.03%––
JustInvest LLC2,293$204.0K0.03%––
Captrust Financial Advisors2,308$206.0K0.00%––
Quadrant Capital Group LLC2,310$206.0K0.03%––
Oarsman Capital, Inc.2,377$212.0K0.09%––
Bogart Wealth, LLC2,391$213.0K0.03%––