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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
Westover Capital Advisors, LLC2,400$214.0K0.07%––
North Star Investment Management Corp.2,434$217.0K0.02%––
BSW Wealth Partners2,558$228.0K0.07%––
Park National Corp2,585$230.0K0.01%––
Archetype Wealth Partners2,657$237.0K0.09%––
ING Groep NV2,673$238.0K0.00%––
Dixon Hubard Feinour & Brown Inc2,700$241.0K0.06%––
Fisher Asset Management, LLC2,723$243.0K0.00%––
Good Life Advisors, LLC2,723$245.0K0.05%––
Magnus Financial Group LLC2,765$246.0K0.06%––
Cordasco Financial Network2,770$247.0K0.18%––
Patten & Patten Inc2,783$248.0K0.02%––
Veriti Management LLC2,826$252.0K0.07%––
First Republic Investment Management, Inc.2,908$259.0K0.00%––
ExodusPoint Capital Management, LP2,904$259.0K0.01%––
Aft, Forsyth & Company, Inc.2,936$262.0K0.16%––
Bluestein R H & Co3,000$267.0K0.01%––
Boston Private Wealth LLC3,020$269.0K0.00%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,035$270.0K0.10%––
Brown Brothers Harriman & Co3,079$274.0K0.00%––
Griffin Asset Management, Inc.3,124$278.0K0.04%––
Vident Investment Advisory, LLC3,231$288.0K0.01%––
Cetera Investment Advisers3,242$289.0K0.01%––
Landaas & Co3,255$290.0K0.17%––
Archford Capital Strategies, LLC3,185$292.0K0.08%––
KLCM Advisors, Inc.3,286$293.0K0.07%––
Thompson Investment Management, Inc.3,292$293.0K0.04%––
Guggenheim Capital LLC3,300$294.0K0.00%––
BNP Paribas Arbitrage, SA3,326$296.4K0.00%––
Annex Advisory Services, LLC3,395$303.0K0.03%––
Graypoint LLC3,473$310.0K0.05%––
Puzo Michael J3,500$312.0K0.10%––
FDx Advisors, Inc.3,497$312.0K0.01%––
Corient Capital Partners, LLC3,511$313.0K0.03%––
Centiva Capital, LP3,509$313.0K0.04%––
Ballentine Partners, LLC3,525$314.0K0.01%––
Kerntke Otto McGlone Wealth Management Group3,531$315.0K0.17%––
Buckingham Strategic Wealth, LLC3,611$322.0K0.02%––
Brighton Jones LLC3,666$327.0K0.02%––
Voya Financial Advisors, Inc.3,672$329.0K0.01%––
Cozad Asset Management Inc3,724$332.0K0.05%––
Dixon Mitchell Investment Counsel Inc.3,731$332.3K0.03%––
Great Valley Advisor Group, Inc.3,769$336.0K0.03%––
Blair William & Co3,801$339.0K0.00%––
Macquarie Group Ltd3,882$346.0K0.00%––
Boltwood Capital Management4,000$356.0K0.16%––
Spotlight Asset Group, Inc.4,000$356.0K0.13%––
Y-Intercept (Hong Kong) Ltd4,076$365.0K0.10%––
Johnson Investment Counsel Inc4,248$379.0K0.01%––
Signaturefd, LLC4,313$384.0K0.02%––
CIBC Private Wealth Group, LLC4,397$392.0K0.00%––
Associated Banc-Corp7,812$393.0K0.02%––
Mercer Global Advisors Inc4,451$397.0K0.00%––
Rowland & Co Investment Counsel4,476$398.9K0.10%––
AdvisorNet Financial, Inc4,560$406.0K0.03%––
Camden Capital, LLC4,552$406.0K0.11%––
First Business Financial Services, Inc.4,635$413.0K0.05%––
Squarepoint Ops LLC4,632$413.0K0.00%––
Commerce Bank4,645$414.0K0.00%––
RMB Capital Management, LLC4,705$419.0K0.02%––
Prudential Financial Inc4,770$425.0K0.00%––
Paloma Partners Management Co4,795$427.0K0.01%––
BI Asset Management Fondsmaeglerselskab A/S4,885$435.0K0.02%––
Pacer Advisors, Inc.5,026$448.0K0.01%––
The PNC Financial Services Group, Inc.5,102$455.0K0.00%––
Atlas Capital Advisors LLC5,266$469.3K0.09%––
Ethic Inc.5,361$478.0K0.09%––
Lingohr & Partner Asset Management GmbH5,400$481.0K1.20%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,400$481.5K0.00%––
Steward Partners Investment Advisory, LLC5,407$482.1K0.01%––
Bank of Hawaii5,416$483.0K0.03%––
JCIC Asset Management Inc.5,473$488.0K0.17%––
Brookstone Capital Management5,494$490.0K0.02%––
Dorsey & Whitney Trust CO LLC5,522$492.0K0.05%––
Banque Cantonale Vaudoise5,559$496.0K0.03%––
Glenmede Trust Co NA5,616$500.0K0.00%––
Old National Bancorp5,667$505.0K0.02%––
D.A. Davidson & Co.5,734$511.0K0.01%––
Patten Group, Inc.5,884$524.0K0.17%––
Burney Co5,926$528.0K0.03%––
Cresset Asset Management, LLC6,060$540.0K0.01%––
Busey Wealth Management6,220$554.0K0.03%––
David Loasby6,246$557.0K0.08%––
Nwam LLC6,410$571.0K0.06%––
Creative Planning6,715$598.0K0.00%––
Focus Financial Network, Inc.6,828$608.5K0.07%––
Lombard Odier Asset Management (Switzerland) SA5,512$617.0K0.04%––
Kestra Advisory Services, LLC6,978$622.0K0.01%––
Advisors Asset Management, Inc.7,077$630.7K0.01%––
Marathon Capital Management7,230$644.0K0.17%––
Segall Bryant & Hamill, LLC7,252$649.0K0.01%––
Gulf International Bank (UK) Ltd7,423$661.0K0.01%––
Vaughan & Co Securities, Inc.7,499$668.0K0.54%––
Wellington Management Group LLP8,062$718.0K0.00%––
USS Investment Management Ltd8,200$731.0K0.01%––
Tower Research Capital LLC (TRC)8,237$732.0K0.01%––
Probity Advisors, Inc.8,471$755.0K0.17%––
Harbour Investments, Inc.8,477$756.0K0.03%––
Oppenheimer & Co Inc8,517$759.0K0.02%––
AE Wealth Management LLC8,733$778.0K0.01%––