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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
Burgundy Asset Management Ltd.130,000$11.6M0.12%––
Pendal Group Limited117,336$10.5M0.10%––
Schroder Investment Management Group92,345$10.3M0.01%––
NN Investment Partners Holdings N.V.115,926$10.3M0.06%––
PCJ Investment Counsel Ltd.111,160$9.91M3.90%––
Pinnacle Financial Partners Inc110,850$9.88M0.45%––
K.J. Harrison & Partners Inc110,761$9.87M1.53%––
D. E. Shaw & Co., Inc.107,500$9.59M0.01%––
Wells Fargo & Company106,779$9.52M0.00%––
Millennium Management LLC99,353$8.85M0.01%––
Capital Fund Management S.A.97,212$8.66M0.30%––
American Assets Investment Management, LLC96,000$8.56M1.18%––
Schonfeld Strategic Advisors LLC95,700$8.53M0.11%––
HighPoint Advisor Group LLC83,196$7.63M0.88%––
Barclays PLC78,191$6.97M0.01%––
Raymond James & Associates76,311$6.80M0.01%––
Claret Asset Management Corp74,130$6.61M1.23%––
Westpac Banking Corp58,974$6.61M0.07%––
Shell Asset Management Co70,399$6.27M0.13%––
Geneos Wealth Management Inc.64,086$6.04M0.17%––
Alliancebernstein L.P.67,064$5.98M0.00%––
STRS Ohio66,600$5.93M0.02%––
Azimuth Capital Management LLC64,579$5.75M0.27%––
Virginia Retirement Systems Et Al60,300$5.37M0.05%––
M&T Bank Corp57,836$5.16M0.02%––
LPL Financial LLC55,308$4.93M0.01%––
Legacy Capital Partners, Inc.55,148$4.92M1.85%––
Jane Street Group, LLC52,843$4.71M0.01%––
Cumberland Partners Ltd51,960$4.63M0.38%––
Crossmark Global Holdings, Inc.49,090$4.38M0.11%––
Brewin Dolphin Ltd45,113$4.02M0.22%––
Grantham, Mayo, Van Otterloo & Co. LLC45,000$4.01M0.02%––
Stifel Financial Corp44,311$3.95M0.01%––
Citadel Advisors LLC42,464$3.78M0.00%––
Rathbone Brothers plc38,915$3.47M0.04%––
Advisor Group Holdings, Inc.38,142$3.41M0.01%––
Andra AP-fonden30,300$3.39M0.07%––
Comerica Bank36,254$3.37M0.02%––
Envestnet Asset Management Inc37,054$3.30M0.00%––
Quantbot Technologies LP36,042$3.21M0.31%––
Baird Financial Group, Inc.35,528$3.17M0.01%––
US Bancorp34,483$3.07M0.01%––
Ameriprise Financial Inc34,199$3.05M0.00%––
LSV Asset Management32,900$2.93M0.01%––
Silver Lake Advisory, LLC32,855$2.93M1.49%––
Eaton Vance Management29,907$2.67M0.00%––
Credential Qtrade Securities Inc.27,849$2.48M0.22%––
Commonwealth Equity Services, LLC27,601$2.46M0.01%––
AlphaCrest Capital Management LLC27,406$2.44M0.14%––
Balyasny Asset Management LLC27,252$2.43M0.01%––
Ensign Peak Advisors, Inc27,429$2.41M0.01%––
Natixis26,207$2.34M0.01%––
WoodTrust Financial Corp26,029$2.32M0.68%––
American Century Companies Inc25,571$2.28M0.00%––
Cubist Systematic Strategies, LLC25,263$2.25M0.03%––
Resources Management Corp24,870$2.22M0.34%––
HighTower Advisors, LLC24,075$2.15M0.01%––
Price T Rowe Associates Inc23,212$2.07M0.00%––
Truist Financial Corp23,101$2.06M0.00%––
Northwest & Ethical Investments L.P.21,084$1.88M0.07%––
Northwestern Mutual Wealth Management Co20,994$1.87M0.00%––
Unigestion Holding SA20,718$1.85M0.07%––
Manitou Investment Management Ltd.20,410$1.82M0.35%––
Lorne Steinberg Wealth Management Inc.19,762$1.76M0.93%––
Portland Investment Counsel Inc.19,710$1.76M0.97%––
Private Advisor Group, LLC19,528$1.74M0.02%––
Candriam Luxembourg S.C.A.22,862$1.67M0.01%––
DSM Capital Partners LLC18,130$1.61M0.02%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH17,410$1.55M0.16%––
NorthRock Partners, LLC17,381$1.55M0.14%––
Lincluden Management Ltd17,363$1.55M0.15%––
Sullivan, Bruyette, Speros & Blaney, LLC17,212$1.53M0.07%––
MD Financial Management Inc.17,177$1.53M0.04%––
Raymond James Financial Services Advisors, Inc.17,016$1.52M0.00%––
Davis-Rea Ltd.16,838$1.50M0.80%––
Nexus Investment Management ULC16,544$1.47M0.17%––
MML Investors Services, LLC16,524$1.47M0.01%––
Rockefeller Capital Management L.P.15,945$1.42M0.01%––
Wetherby Asset Management Inc15,618$1.39M0.11%––
Natixis Advisors, L.P.15,583$1.39M0.01%––
Naples Global Advisors, LLC15,137$1.35M0.21%––
Curbstone Financial Management Corp14,800$1.32M0.26%––
Assenagon Asset Management S.A.14,777$1.32M0.01%––
Addenda Capital Inc.13,224$1.28M0.07%––
Hexavest Inc.14,000$1.25M0.06%––
Van Eck Associates Corp13,734$1.23M0.00%––
Pegasus Partners Ltd.11,663$1.04M0.23%––
Texas Yale Capital Corp.11,648$1.04M0.07%––
First American Bank11,558$1.03M0.06%––
Tacita Capital Inc11,541$1.03M0.67%––
Balasa Dinverno & Foltz LLC11,256$1.00M0.08%––
Bridgefront Capital, LLC11,184$997.0K0.31%––
Financial Counselors Inc10,717$955.0K0.02%––
Crescent Grove Advisors, LLC10,483$934.0K0.11%––
North Star Asset Management Inc10,388$926.0K0.06%––
Quantitative Systematic Strategies LLC10,389$926.0K0.14%––
Smithfield Trust Co10,268$915.0K0.06%––
Advisor Partners LLC10,254$914.0K0.07%––
State Street Corp10,148$904.0K0.00%––
Fifth Third Bancorp9,889$881.0K0.00%––