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, Q2 2021
Institutional positions in Bank of Montreal as of Jun 30, 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
- 440
- +37 vs. Q1 2021
- Shares held
- 274.3M
- +989.6K (+0.4%) vs. Q1 2021
- Total value
- $28.3B
- +$3.65B (+14.8%) vs. Q1 2021
- New holders
- 65
- 127 more added
- Sold out
- 28
- 136 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 658 | $60.0B |
| Q1 2026 | 637 | $44.5B |
| Q4 2025 | 617 | $43.2B |
| Q3 2025 | 578 | $44.7B |
| Q2 2025 | 565 | $38.7B |
| Q1 2025 | 556 | $33.0B |
| Q4 2024 | 536 | $33.4B |
| Q3 2024 | 470 | $30.8B |
| Q2 2024 | 477 | $29.5B |
| Q1 2024 | 492 | $34.1B |
| Q4 2023 | 489 | $33.9B |
| Q3 2023 | 458 | $28.3B |
| Q2 2023 | 470 | $29.7B |
| Q1 2023 | 471 | $28.9B |
| Q4 2022 | 477 | $29.2B |
| Q3 2022 | 456 | $26.4B |
| Q2 2022 | 487 | $28.3B |
| Q1 2022 | 505 | $34.0B |
| Q4 2021 | 488 | $28.9B |
| Q3 2021 | 459 | $27.7B |
| Q2 2021 | 440 | $28.3B |
| Q1 2021 | 405 | $24.7B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 13 | $1.33K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $2.00K | 0.00% | +1+5.0% | Added |
| HC Financial Advisors Inc | 20 | $2.00K | 0.00% | +20 | New |
| Sugarloaf Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 33 | $3.00K | 0.00% | +33 | New |
| Motco | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 42 | $4.31K | 0.00% | −3,701−98.9% | Reduced |
| Vectors Research Management, LLC | 46 | $5.00K | 0.00% | +46 | New |
| Creative Financial Designs Inc | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $6.00K | 0.00% | +55 | New |
| Venturi Wealth Management, LLC | 60 | $6.00K | 0.00% | +60 | New |
| Exane Derivatives | 65 | $6.65K | 0.00% | +65 | New |
| Gradient Investments LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 70 | $7.00K | 0.00% | +8+12.9% | Added |
| Earnest Partners LLC | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 86 | $8.82K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 87 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $10.0K | 0.01% | −50−33.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $10.0K | 0.00% | +100 | New |
| MCF Advisors LLC | 110 | $11.0K | 0.00% | +110 | New |
| Optiver Holding B.V. | 112 | $11.0K | 0.00% | +112 | New |
| Assetmark, Inc | 115 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 119 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 122 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 132 | $13.0K | 0.00% | +1+0.8% | Added |
| Global Retirement Partners, LLC | 123 | $13.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 144 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 148 | $15.0K | 0.00% | +4+2.8% | Added |
| Leelyn Smith, LLC | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $16.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 152 | $16.0K | 0.00% | +152 | New |
| Farmers & Merchants Investments Inc | 164 | $17.0K | 0.00% | −25−13.2% | Reduced |
| Sargent Bickham Lagudis LLC | 211 | $22.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 250 | $26.0K | 0.00% | −150−37.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 255 | $26.0K | 0.00% | +255 | New |
| Bedel Financial Consulting, Inc. | 260 | $27.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 289 | $30.0K | 0.01% | +222+331.3% | Added |
| Zions Bancorporation, N.A. | 317 | $33.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 331 | $33.9K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 340 | $35.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $36.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 405 | $42.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 424 | $43.0K | 0.00% | +125+41.8% | Added |
| Capital Analysts, LLC | 431 | $44.0K | 0.00% | +2+0.5% | Added |
| Proequities, Inc. | 490 | $50.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 500 | $51.0K | 0.00% | +500 | New |
| Reilly Financial Advisors, LLC | 513 | $53.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 518 | $53.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 538 | $55.0K | 0.00% | −903−62.7% | Reduced |
| American Portfolios Advisors | 595 | $61.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $62.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 602 | $62.0K | 0.04% | +602 | New |
| SRS Capital Advisors, Inc. | 619 | $63.0K | 0.01% | +619 | New |
| Cowen Prime Services LLC | 753 | $77.0K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $77.0K | 0.03% | +753 | New |
| Huntington National Bank | 759 | $78.0K | 0.00% | −89−10.5% | Reduced |
| Pacifica Partners Inc. | 796 | $81.0K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $82.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 854 | $88.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 899 | $92.0K | 0.03% | +3+0.3% | Added |
| Banque Cantonale Vaudoise | 900 | $93.0K | 0.00% | −4,659−83.8% | Reduced |
| Advisory Services Network, LLC | 990 | $102.0K | 0.00% | +990 | New |
| Caldwell Trust Co | 1,000 | $102.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $103.0K | 0.01% | −575−36.5% | Reduced |
| Washington Trust Co | 1,000 | $103.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $103.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 1,000 | $103.0K | 0.04% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $103.0K | 0.05% | 0 | Unchanged |
| Sandy Spring Bank | 1,039 | $107.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,095 | $112.3K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $119.0K | 0.02% | +1,162 | New |
| Iron Horse Wealth Management, LLC | 1,180 | $121.0K | 0.08% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,178 | $121.0K | 0.04% | +38+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,238 | $127.0K | 0.00% | −4,169−77.1% | Reduced |
| Trust Co of Vermont | 1,280 | $131.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,300 | $133.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,330 | $136.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $136.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,345 | $138.0K | 0.00% | −207−13.3% | Reduced |
| Webster Bank, N. A. | 1,400 | $144.0K | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,446 | $148.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,498 | $154.0K | 0.00% | −119−7.4% | Reduced |
| Macquarie Group Ltd | 1,624 | $166.0K | 0.00% | −2,258−58.2% | Reduced |
| Bessemer Group Inc | 1,622 | $167.0K | 0.00% | −252−13.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,678 | $172.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,930 | $197.0K | 0.01% | −6,307−76.6% | Reduced |
| Captrust Financial Advisors | 1,941 | $199.0K | 0.00% | −367−15.9% | Reduced |
| Bridges Investment Management Inc | 2,000 | $205.0K | 0.01% | +2,000 | New |
| ING Groep NV | 2,021 | $207.0K | 0.00% | −652−24.4% | Reduced |
| Lindbrook Capital, LLC | 2,019 | $207.0K | 0.05% | 00.0% | Unchanged |