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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
Berger Financial Group, Inc8,754$780.0K0.17%––
Ipswich Investment Management Co., Inc.8,802$784.0K0.22%––
Johnson Financial Group, Inc.9,332$832.0K0.06%––
Baskin Financial Services Inc.9,547$851.0K0.09%––
Cigna Investments Inc9,787$872.0K0.06%––
Fifth Third Bancorp9,889$881.0K0.00%––
State Street Corp10,148$904.0K0.00%––
Advisor Partners LLC10,254$914.0K0.07%––
Smithfield Trust Co10,268$915.0K0.06%––
North Star Asset Management Inc10,388$926.0K0.06%––
Quantitative Systematic Strategies LLC10,389$926.0K0.14%––
Crescent Grove Advisors, LLC10,483$934.0K0.11%––
Financial Counselors Inc10,717$955.0K0.02%––
Bridgefront Capital, LLC11,184$997.0K0.31%––
Balasa Dinverno & Foltz LLC11,256$1.00M0.08%––
Tacita Capital Inc11,541$1.03M0.67%––
First American Bank11,558$1.03M0.06%––
Texas Yale Capital Corp.11,648$1.04M0.07%––
Pegasus Partners Ltd.11,663$1.04M0.23%––
Van Eck Associates Corp13,734$1.23M0.00%––
Hexavest Inc.14,000$1.25M0.06%––
Addenda Capital Inc.13,224$1.28M0.07%––
Assenagon Asset Management S.A.14,777$1.32M0.01%––
Curbstone Financial Management Corp14,800$1.32M0.26%––
Naples Global Advisors, LLC15,137$1.35M0.21%––
Natixis Advisors, L.P.15,583$1.39M0.01%––
Wetherby Asset Management Inc15,618$1.39M0.11%––
Rockefeller Capital Management L.P.15,945$1.42M0.01%––
MML Investors Services, LLC16,524$1.47M0.01%––
Nexus Investment Management ULC16,544$1.47M0.17%––
Davis-Rea Ltd.16,838$1.50M0.80%––
Raymond James Financial Services Advisors, Inc.17,016$1.52M0.00%––
MD Financial Management Inc.17,177$1.53M0.04%––
Sullivan, Bruyette, Speros & Blaney, LLC17,212$1.53M0.07%––
Lincluden Management Ltd17,363$1.55M0.15%––
NorthRock Partners, LLC17,381$1.55M0.14%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH17,410$1.55M0.16%––
DSM Capital Partners LLC18,130$1.61M0.02%––
Candriam Luxembourg S.C.A.22,862$1.67M0.01%––
Private Advisor Group, LLC19,528$1.74M0.02%––
Portland Investment Counsel Inc.19,710$1.76M0.97%––
Lorne Steinberg Wealth Management Inc.19,762$1.76M0.93%––
Manitou Investment Management Ltd.20,410$1.82M0.35%––
Unigestion Holding SA20,718$1.85M0.07%––
Northwestern Mutual Wealth Management Co20,994$1.87M0.00%––
Northwest & Ethical Investments L.P.21,084$1.88M0.07%––
Truist Financial Corp23,101$2.06M0.00%––
Price T Rowe Associates Inc23,212$2.07M0.00%––
HighTower Advisors, LLC24,075$2.15M0.01%––
Resources Management Corp24,870$2.22M0.34%––
Cubist Systematic Strategies, LLC25,263$2.25M0.03%––
American Century Companies Inc25,571$2.28M0.00%––
WoodTrust Financial Corp26,029$2.32M0.68%––
Natixis26,207$2.34M0.01%––
Ensign Peak Advisors, Inc27,429$2.41M0.01%––
Balyasny Asset Management LLC27,252$2.43M0.01%––
AlphaCrest Capital Management LLC27,406$2.44M0.14%––
Commonwealth Equity Services, LLC27,601$2.46M0.01%––
Credential Qtrade Securities Inc.27,849$2.48M0.22%––
Eaton Vance Management29,907$2.67M0.00%––
Silver Lake Advisory, LLC32,855$2.93M1.49%––
LSV Asset Management32,900$2.93M0.01%––
Ameriprise Financial Inc34,199$3.05M0.00%––
US Bancorp34,483$3.07M0.01%––
Baird Financial Group, Inc.35,528$3.17M0.01%––
Quantbot Technologies LP36,042$3.21M0.31%––
Envestnet Asset Management Inc37,054$3.30M0.00%––
Comerica Bank36,254$3.37M0.02%––
Andra AP-fonden30,300$3.39M0.07%––
Advisor Group Holdings, Inc.38,142$3.41M0.01%––
Rathbone Brothers plc38,915$3.47M0.04%––
Citadel Advisors LLC42,464$3.78M0.00%––
Stifel Financial Corp44,311$3.95M0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC45,000$4.01M0.02%––
Brewin Dolphin Ltd45,113$4.02M0.22%––
Crossmark Global Holdings, Inc.49,090$4.38M0.11%––
Cumberland Partners Ltd51,960$4.63M0.38%––
Jane Street Group, LLC52,843$4.71M0.01%––
Legacy Capital Partners, Inc.55,148$4.92M1.85%––
LPL Financial LLC55,308$4.93M0.01%––
M&T Bank Corp57,836$5.16M0.02%––
Virginia Retirement Systems Et Al60,300$5.37M0.05%––
Azimuth Capital Management LLC64,579$5.75M0.27%––
STRS Ohio66,600$5.93M0.02%––
Alliancebernstein L.P.67,064$5.98M0.00%––
Geneos Wealth Management Inc.64,086$6.04M0.17%––
Shell Asset Management Co70,399$6.27M0.13%––
Westpac Banking Corp58,974$6.61M0.07%––
Claret Asset Management Corp74,130$6.61M1.23%––
Raymond James & Associates76,311$6.80M0.01%––
Barclays PLC78,191$6.97M0.01%––
HighPoint Advisor Group LLC83,196$7.63M0.88%––
Schonfeld Strategic Advisors LLC95,700$8.53M0.11%––
American Assets Investment Management, LLC96,000$8.56M1.18%––
Capital Fund Management S.A.97,212$8.66M0.30%––
Millennium Management LLC99,353$8.85M0.01%––
Wells Fargo & Company106,779$9.52M0.00%––
D. E. Shaw & Co., Inc.107,500$9.59M0.01%––
K.J. Harrison & Partners Inc110,761$9.87M1.53%––
Pinnacle Financial Partners Inc110,850$9.88M0.45%––