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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 2,025 | $208.0K | 0.03% | +2,025 | New |
| Boston Trust Walden Corp | 2,050 | $210.0K | 0.00% | +2,050 | New |
| Independent Advisor Alliance | 2,051 | $210.0K | 0.01% | +2,051 | New |
| Ethic Inc. | 2,083 | $214.0K | 0.03% | −3,278−61.1% | Reduced |
| Buckhead Capital Management LLC | 2,091 | $214.0K | 0.05% | +2,091 | New |
| BDO Wealth Advisors, LLC | 2,110 | $216.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,104 | $216.0K | 0.02% | +2,104 | New |
| Ausdal Financial Partners, Inc. | 2,114 | $217.0K | 0.03% | +2,114 | New |
| Diversified Trust Co | 2,148 | $220.0K | 0.01% | +2,148 | New |
| Investors Research Corp | 2,157 | $221.0K | 0.08% | 00.0% | Unchanged |
| Credit Agricole S A | 2,205 | $226.0K | 0.01% | +81+3.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,225 | $228.0K | 0.01% | +2,225 | New |
| REDW Wealth LLC | 2,220 | $228.0K | 0.07% | +2,220 | New |
| Pathstone Family Office, LLC | 2,235 | $229.0K | 0.01% | +2,235 | New |
| Exchange Traded Concepts, LLC | 2,247 | $230.0K | 0.01% | +2,247 | New |
| Knights of Columbus Asset Advisors LLC | 2,251 | $231.0K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,267 | $233.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 2,216 | $234.0K | 0.01% | +656+42.1% | Added |
| Oarsman Capital, Inc. | 2,337 | $240.0K | 0.10% | −40−1.7% | Reduced |
| Parallel Advisors, LLC | 2,335 | $240.0K | 0.01% | +202+9.5% | Added |
| Schmidt P J Investment Management Inc | 2,453 | $243.0K | 0.05% | +2,453 | New |
| Bogart Wealth, LLC | 2,391 | $245.0K | 0.03% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,400 | $246.0K | 0.08% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,549 | $260.0K | 0.00% | +2,549 | New |
| North Star Investment Management Corp. | 2,549 | $261.0K | 0.02% | +115+4.7% | Added |
| AdvisorNet Financial, Inc | 2,560 | $263.0K | 0.02% | −2,000−43.9% | Reduced |
| Park National Corp | 2,585 | $265.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,585 | $265.0K | 0.00% | +2,585 | New |
| Quadrant Capital Group LLC | 2,604 | $267.0K | 0.04% | +294+12.7% | Added |
| Gotham Asset Management, LLC | 2,622 | $269.0K | 0.01% | +2,622 | New |
| Ashton Thomas Private Wealth, LLC | 2,624 | $269.1K | 0.04% | +2,624 | New |
| Checchi Capital Advisers, LLC | 2,630 | $270.0K | 0.03% | +362+16.0% | Added |
| Archetype Wealth Partners | 2,657 | $273.0K | 0.09% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 2,700 | $277.0K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,705 | $277.0K | 0.08% | +2,705 | New |
| qPULA Trading Management LP | 2,697 | $277.0K | 0.50% | +2,697 | New |
| Cordasco Financial Network | 2,710 | $278.0K | 0.19% | −60−2.2% | Reduced |
| Versor Investments LP | 2,757 | $283.0K | 0.01% | +2,757 | New |
| Magnus Financial Group LLC | 2,765 | $284.0K | 0.06% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,783 | $285.0K | 0.02% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,827 | $289.0K | 0.01% | +2,827 | New |
| Landaas & Co | 2,826 | $290.0K | 0.16% | −429−13.2% | Reduced |
| First Republic Investment Management, Inc. | 2,833 | $291.0K | 0.00% | −75−2.6% | Reduced |
| Good Life Advisors, LLC | 2,898 | $297.0K | 0.06% | +175+6.4% | Added |
| Enterprise Bank & Trust Co | 2,920 | $299.0K | 0.12% | +2,920 | New |
| Aft, Forsyth & Company, Inc. | 2,936 | $301.0K | 0.16% | 00.0% | Unchanged |
| Bluestein R H & Co | 3,000 | $308.0K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $311.0K | 0.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,079 | $316.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,084 | $316.0K | 0.16% | +3,084 | New |
| Two Sigma Securities, LLC | 3,094 | $317.0K | 0.08% | +3,094 | New |
| Griffin Asset Management, Inc. | 3,131 | $321.0K | 0.04% | +7+0.2% | Added |
| NuWave Investment Management, LLC | 3,232 | $331.0K | 0.37% | +3,232 | New |
| KLCM Advisors, Inc. | 3,262 | $335.0K | 0.07% | −24−0.7% | Reduced |
| Thompson Investment Management, Inc. | 3,292 | $338.0K | 0.05% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,299 | $338.0K | 0.08% | +114+3.6% | Added |
| BNP Paribas Arbitrage, SA | 3,326 | $341.1K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,344 | $343.0K | 0.00% | +324+10.7% | Added |
| FDx Advisors, Inc. | 3,356 | $344.0K | 0.01% | −141−4.0% | Reduced |
| Graypoint LLC | 3,363 | $345.0K | 0.05% | −110−3.2% | Reduced |
| Brighton Jones LLC | 3,466 | $355.0K | 0.02% | −200−5.5% | Reduced |
| Puzo Michael J | 3,500 | $359.0K | 0.11% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,503 | $359.0K | 0.02% | +3,503 | New |
| Ballentine Partners, LLC | 3,525 | $362.0K | 0.01% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 3,536 | $363.0K | 0.14% | +5+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 3,611 | $370.0K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 3,613 | $371.0K | 0.06% | +787+27.8% | Added |
| Cozad Asset Management Inc | 3,724 | $382.0K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,787 | $388.0K | 0.03% | +18+0.5% | Added |
| Blair William & Co | 3,828 | $393.0K | 0.00% | +27+0.7% | Added |
| Boltwood Capital Management | 4,000 | $410.0K | 0.17% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 4,000 | $410.0K | 0.16% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 4,103 | $421.0K | 0.03% | +592+16.9% | Added |
| Isthmus Partners, LLC | 4,174 | $429.0K | 0.08% | +4,174 | New |
| Cetera Investment Advisers | 4,198 | $431.0K | 0.01% | +956+29.5% | Added |
| Dixon Mitchell Investment Counsel Inc. | 4,232 | $433.3K | 0.03% | +501+13.4% | Added |
| Johnson Investment Counsel Inc | 4,248 | $436.0K | 0.01% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,264 | $437.0K | 0.04% | +869+25.6% | Added |
| Commerce Bank | 4,421 | $454.0K | 0.00% | −224−4.8% | Reduced |
| Bank of Hawaii | 4,433 | $455.0K | 0.03% | −983−18.1% | Reduced |
| Rowland & Co Investment Counsel | 4,476 | $459.1K | 0.11% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,609 | $473.0K | 0.01% | +4,609 | New |
| First Business Financial Services, Inc. | 4,635 | $475.0K | 0.06% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 4,634 | $475.0K | 0.12% | +558+13.7% | Added |
| Old National Bancorp | 4,650 | $477.0K | 0.02% | −1,017−17.9% | Reduced |
| RMB Capital Management, LLC | 4,705 | $483.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,770 | $489.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,885 | $501.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,918 | $504.0K | 0.02% | +605+14.0% | Added |
| Guggenheim Capital LLC | 4,970 | $510.0K | 0.00% | +1,670+50.6% | Added |
| Pacer Advisors, Inc. | 5,026 | $515.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,104 | $523.0K | 0.00% | +20.0% | Added |
| Mercer Global Advisors Inc | 5,182 | $531.0K | 0.00% | +731+16.4% | Added |
| Vident Investment Advisory, LLC | 5,261 | $540.0K | 0.02% | +2,030+62.8% | Added |
| Summit Global Investments | 5,271 | $541.0K | 0.03% | +5,271 | New |
| Brookstone Capital Management | 5,386 | $545.0K | 0.01% | −108−2.0% | Reduced |
| Lingohr & Partner Asset Management GmbH | 5,400 | $553.0K | 1.39% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $553.3K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 5,507 | $564.0K | 0.00% | −109−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,522 | $566.0K | 0.05% | 00.0% | Unchanged |