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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

Q2 2021 vs. Q1 2021

How the institutions holding Bank of Montreal changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of BMO: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders4052440+37
Shares273.9M649.2K274.3M+989.6K (+0.4%)
Value$24.7B$57.9M$28.3B+$3.65B (+14.8%)

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Bank of Montreal at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to BMO in Q2 2021
InstitutionSharesValue% of portfolio
Amundi737,534$75.6M0.05%
Quadrature Capital Ltd268,800$27.6M1.05%
Polar Asset Management Partners Inc.251,637$25.8M0.32%
Pinnacle Wealth Advisors112,559$11.5M0.47%
Investment Management Corp of Ontario82,820$8.49M0.37%
Mitsubishi UFJ Trust & Banking Corp73,246$7.51M0.02%
Essex Financial Services, Inc.20,863$2.14M0.31%
Stratos Wealth Partners, LTD.15,297$1.57M0.04%
Caas Capital Management LP13,785$1.41M0.08%
PEAK6 Investments LLC12,818$1.31M0.04%
Voloridge Investment Management, LLC11,552$1.19M0.01%
FORA Capital, LLC9,368$961.0K0.18%
Cambridge Investment Research Advisors, Inc.8,028$823.0K0.00%
Blueshift Asset Management, LLC6,703$687.0K0.04%
Cetera Advisor Networks LLC5,915$607.0K0.01%
PRW Wealth Management LLC5,844$599.0K0.18%
Quilter Plc5,746$589.0K0.02%
Verition Fund Management LLC5,606$575.0K0.01%
Summit Global Investments5,271$541.0K0.03%
Brinker Capital Investments, LLC4,609$473.0K0.01%
Isthmus Partners, LLC4,174$429.0K0.08%
Hennion & Walsh Asset Management, Inc.3,503$359.0K0.02%
NuWave Investment Management, LLC3,232$331.0K0.37%
Two Sigma Securities, LLC3,094$317.0K0.08%
Americana Partners, LLC3,084$316.0K0.16%
Enterprise Bank & Trust Co2,920$299.0K0.12%
Banco Bilbao Vizcaya Argentaria, S.A.2,827$289.0K0.01%
Versor Investments LP2,757$283.0K0.01%
West Family Investments, Inc.2,705$277.0K0.08%
qPULA Trading Management LP2,697$277.0K0.50%
Ashton Thomas Private Wealth, LLC2,624$269.1K0.04%
Gotham Asset Management, LLC2,622$269.0K0.01%
Susquehanna International Group, LLP2,585$265.0K0.00%
Vontobel Holding Ltd.2,549$260.0K0.00%
Schmidt P J Investment Management Inc2,453$243.0K0.05%
Exchange Traded Concepts, LLC2,247$230.0K0.01%
Pathstone Family Office, LLC2,235$229.0K0.01%
Obermeyer Wood Investment Counsel, LLLP2,225$228.0K0.01%
REDW Wealth LLC2,220$228.0K0.07%
Diversified Trust Co2,148$220.0K0.01%
Ausdal Financial Partners, Inc.2,114$217.0K0.03%
Sheaff Brock Investment Advisors, LLC2,104$216.0K0.02%
Buckhead Capital Management LLC2,091$214.0K0.05%
Boston Trust Walden Corp2,050$210.0K0.00%
Independent Advisor Alliance2,051$210.0K0.01%
SNS Financial Group, LLC2,025$208.0K0.03%
Bridges Investment Management Inc2,000$205.0K0.01%
JTC Employer Solutions Trusteee Ltd1,162$119.0K0.02%
Advisory Services Network, LLC990$102.0K0.00%
Cowen Prime Advisors LLC753$77.0K0.03%
SRS Capital Advisors, Inc.619$63.0K0.01%
State of Wyoming602$62.0K0.04%
Barrett Asset Management, LLC500$51.0K0.00%
Stonehage Fleming Financial Services Holdings Ltd255$26.0K0.00%
Corbenic Partners LLC152$16.0K0.00%
MCF Advisors LLC110$11.0K0.00%
Optiver Holding B.V.112$11.0K0.00%
Castleview Partners, LLC100$10.0K0.00%
Exane Derivatives65$6.65K0.00%
Massmutual Trust Co FSB55$6.00K0.00%
Venturi Wealth Management, LLC60$6.00K0.00%
Vectors Research Management, LLC46$5.00K0.00%
Personal Wealth Partners33$3.00K0.00%
HC Financial Advisors Inc20$2.00K0.00%
Ford Financial Group, LLC13$1.00K0.00%

Sold out (28)

Institutions that held Bank of Montreal at the end of Q1 2021 and filed for Q2 2021 without it.

Not filed for Q2 2021 yet (2)

Institutions that held Bank of Montreal at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BMO in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Amundi Asset Management US, Inc.632,015$56.3M
Sullivan, Bruyette, Speros & Blaney, LLC17,212$1.53M