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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
Archetype Wealth Partners2,657$237.0K0.09%––
Park National Corp2,585$230.0K0.01%––
BSW Wealth Partners2,558$228.0K0.07%––
North Star Investment Management Corp.2,434$217.0K0.02%––
Westover Capital Advisors, LLC2,400$214.0K0.07%––
Bogart Wealth, LLC2,391$213.0K0.03%––
Oarsman Capital, Inc.2,377$212.0K0.09%––
Captrust Financial Advisors2,308$206.0K0.00%––
Quadrant Capital Group LLC2,310$206.0K0.03%––
JustInvest LLC2,293$204.0K0.03%––
Prio Wealth Limited Partnership2,267$202.0K0.01%––
Checchi Capital Advisers, LLC2,268$202.0K0.03%––
Knights of Columbus Asset Advisors LLC2,251$201.0K0.02%––
Investors Research Corp2,157$192.0K0.07%––
Parallel Advisors, LLC2,133$190.0K0.01%––
Credit Agricole S A2,124$189.0K0.01%––
BDO Wealth Advisors, LLC2,110$188.0K0.02%––
Lindbrook Capital, LLC2,019$180.0K0.04%––
Bessemer Group Inc1,874$167.0K0.00%––
Benjamin F. Edwards & Company, Inc.1,678$150.0K0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital1,617$144.0K0.00%––
JNBA Financial Advisors1,575$140.0K0.02%––
Ameritas Investment Company, LLC1,560$139.0K0.01%––
SG Americas Securities, LLC1,552$138.0K0.00%––
Panagora Asset Management Inc1,446$129.0K0.00%––
Valeo Financial Advisors, LLC1,441$128.0K0.01%––
Spire Wealth Management1,441$128.0K0.00%––
Edmond de Rothschild Holding S.A.1,420$126.0K0.00%––
Webster Bank, N. A.1,400$125.0K0.01%––
Bartlett & Co. LLC1,330$119.0K0.00%––
Bartlett & Co. Wealth Management LLC1,330$118.5K0.00%––
Allworth Financial LP1,300$116.0K0.00%––
Trust Co of Vermont1,280$114.0K0.01%––
Iron Horse Wealth Management, LLC1,180$105.0K0.08%––
JJJ Advisors Inc.1,140$102.0K0.04%––
Sowell Financial Services LLC1,042$101.0K0.00%––
Sutton Wealth Advisors Inc.1,095$97.6K0.04%––
Sandy Spring Bank1,039$93.0K0.01%––
Caldwell Trust Co1,000$89.1K0.01%––
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%––
Hudock, Inc.896$79.0K0.02%––
Enterprise Financial Services Corp854$77.0K0.01%––
Huntington National Bank848$76.0K0.00%––
Pacifica Partners Inc.796$72.0K0.06%––
Bray Capital Advisors800$71.0K0.02%––
Cowen Prime Services LLC753$67.0K0.03%––
Certified Advisory Corp733$65.0K0.02%––
American Portfolios Advisors595$53.0K0.00%––
Princeton Global Asset Management LLC600$53.0K0.02%––
Reilly Financial Advisors, LLC513$46.0K0.00%––
Kings Point Capital Management518$46.0K0.00%––
Proequities, Inc.490$44.0K0.00%––
Capital Analysts, LLC429$38.0K0.00%––
Whittier Trust Co405$36.0K0.00%––
Stonebridge Capital Advisors LLC400$36.0K0.00%––
Winch Advisory Services, LLC350$31.0K0.01%––
Compagnie Lombard Odier SCmA340$30.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA331$29.4K0.04%––
Zions Bancorporation, N.A.317$28.0K0.00%––
Central Trust Co299$27.0K0.00%––
Wealthcare Advisory Partners LLC300$27.0K0.00%––
International Assets Investment Management, LLC339$26.0K0.00%––
Bedel Financial Consulting, Inc.260$23.0K0.01%––
Sargent Bickham Lagudis LLC211$19.0K0.00%––
Farmers & Merchants Investments Inc189$17.0K0.00%––
Manchester Financial Inc180$16.0K0.01%––
McIlrath & Eck, LLC160$14.0K0.00%––
Eudaimonia Partners, LLC158$14.0K0.00%––
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%––
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%––
Assetmark, Inc115$10.0K0.00%––
GPS Wealth Strategies Group, LLC119$10.0K0.00%––
Mark Sheptoff Financial Planning, LLC100$9.00K0.01%––
MBM Wealth Consultants, LLC87$8.00K0.00%––
McCarthy Grittinger Financial Group, LLC86$7.66K0.00%––
Earnest Partners LLC81$7.00K0.00%––
Bellevue Asset Management, LLC78$7.00K0.00%––
Gradient Investments LLC66$6.00K0.00%––
HHM Wealth Advisors, LLC65$6.00K0.00%––
IAG Wealth Partners, LLC67$6.00K0.00%––
Creative Financial Designs Inc59$5.00K0.00%––
First Horizon Advisors, Inc.62$5.00K0.00%––
Pacitti Group Inc.63$5.00K0.00%––
Motco40$4.00K0.00%––
Mascoma Wealth Management LLC50$4.00K0.00%––
Meridian Wealth Partners, LLC40$4.00K0.00%––
Sugarloaf Wealth Management, LLC33$3.00K0.00%––
CWM, LLC24$2.00K0.00%––
Tarbox Family Office, Inc.25$2.00K0.00%––
Evoke Wealth, LLC20$2.00K0.00%––