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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 5,595 | $573.8K | 0.10% | +329+6.2% | Added |
| Verition Fund Management LLC | 5,606 | $575.0K | 0.01% | +5,606 | New |
| D.A. Davidson & Co. | 5,734 | $588.0K | 0.01% | 00.0% | Unchanged |
| Quilter Plc | 5,746 | $589.0K | 0.02% | +5,746 | New |
| Bridgefront Capital, LLC | 5,753 | $590.0K | 0.22% | −5,431−48.6% | Reduced |
| Patten Group, Inc. | 5,844 | $599.0K | 0.18% | −40−0.7% | Reduced |
| PRW Wealth Management LLC | 5,844 | $599.0K | 0.18% | +5,844 | New |
| Cetera Advisor Networks LLC | 5,915 | $607.0K | 0.01% | +5,915 | New |
| Paloma Partners Management Co | 6,000 | $615.0K | 0.02% | +1,205+25.1% | Added |
| Cresset Asset Management, LLC | 6,066 | $623.0K | 0.01% | +6+0.1% | Added |
| David Loasby | 6,224 | $638.0K | 0.08% | −22−0.4% | Reduced |
| Busey Wealth Management | 6,220 | $638.0K | 0.03% | 00.0% | Unchanged |
| Burney Co | 6,387 | $655.0K | 0.03% | +461+7.8% | Added |
| Nwam LLC | 6,410 | $657.0K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,641 | $681.0K | 0.00% | +2,244+51.0% | Added |
| Blueshift Asset Management, LLC | 6,703 | $687.0K | 0.04% | +6,703 | New |
| Lombard Odier Asset Management (Switzerland) SA | 5,467 | $695.0K | 0.04% | −45−0.8% | Reduced |
| JCIC Asset Management Inc. | 5,473 | $695.0K | 0.18% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 6,816 | $699.0K | 0.09% | −12−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 6,873 | $704.0K | 0.01% | −550−7.4% | Reduced |
| Segall Bryant & Hamill, LLC | 7,252 | $747.0K | 0.01% | 00.0% | Unchanged |
| Marathon Capital Management | 7,330 | $751.0K | 0.17% | +100+1.4% | Added |
| Oppenheimer & Co Inc | 7,536 | $773.0K | 0.01% | −981−11.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,028 | $823.0K | 0.00% | +8,028 | New |
| Harbour Investments, Inc. | 8,330 | $854.0K | 0.03% | −147−1.7% | Reduced |
| Berger Financial Group, Inc | 8,391 | $861.0K | 0.16% | −363−4.1% | Reduced |
| Probity Advisors, Inc. | 8,595 | $882.0K | 0.19% | +124+1.5% | Added |
| Kestra Advisory Services, LLC | 8,608 | $883.0K | 0.01% | +1,630+23.4% | Added |
| Ipswich Investment Management Co., Inc. | 8,802 | $903.0K | 0.23% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,962 | $919.0K | 0.00% | −927−9.4% | Reduced |
| Baskin Financial Services Inc. | 9,227 | $945.0K | 0.09% | −320−3.4% | Reduced |
| Crescent Grove Advisors, LLC | 9,310 | $955.0K | 0.10% | −1,173−11.2% | Reduced |
| Johnson Financial Group, Inc. | 9,332 | $957.0K | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,355 | $959.0K | 0.01% | +2,278+32.2% | Added |
| AE Wealth Management LLC | 9,357 | $960.0K | 0.01% | +624+7.1% | Added |
| FORA Capital, LLC | 9,368 | $961.0K | 0.18% | +9,368 | New |
| Cigna Investments Inc | 9,750 | $1.00M | 0.07% | −37−0.4% | Reduced |
| Cubist Systematic Strategies, LLC | 9,904 | $1.02M | 0.01% | −15,359−60.8% | Reduced |
| Millennium Management LLC | 10,144 | $1.04M | 0.00% | −89,209−89.8% | Reduced |
| State Street Corp | 10,148 | $1.04M | 0.00% | 00.0% | Unchanged |
| Advisor Partners LLC | 10,256 | $1.05M | 0.07% | +20.0% | Added |
| North Star Asset Management Inc | 10,272 | $1.05M | 0.06% | −116−1.1% | Reduced |
| Smithfield Trust Co | 10,268 | $1.05M | 0.07% | 00.0% | Unchanged |
| Financial Counselors Inc | 10,583 | $1.08M | 0.02% | −134−1.3% | Reduced |
| Geneos Wealth Management Inc. | 10,704 | $1.10M | 0.04% | −53,382−83.3% | Reduced |
| Squarepoint Ops LLC | 11,091 | $1.14M | 0.01% | +6,459+139.4% | Added |
| Balasa Dinverno & Foltz LLC | 11,256 | $1.15M | 0.08% | 00.0% | Unchanged |
| First American Bank | 11,558 | $1.19M | 0.07% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 11,552 | $1.19M | 0.01% | +11,552 | New |
| Texas Yale Capital Corp. | 11,648 | $1.20M | 0.07% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 11,663 | $1.20M | 0.23% | 00.0% | Unchanged |
| Van Eck Associates Corp | 12,695 | $1.30M | 0.00% | −1,039−7.6% | Reduced |
| PEAK6 Investments LLC | 12,818 | $1.31M | 0.04% | +12,818 | New |
| Caas Capital Management LP | 13,785 | $1.41M | 0.08% | +13,785 | New |
| Assenagon Asset Management S.A. | 14,034 | $1.44M | 0.01% | −743−5.0% | Reduced |
| Curbstone Financial Management Corp | 14,500 | $1.49M | 0.28% | −300−2.0% | Reduced |
| Davis-Rea Ltd. | 14,972 | $1.53M | 0.76% | −1,866−11.1% | Reduced |
| Naples Global Advisors, LLC | 15,012 | $1.54M | 0.21% | −125−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 15,297 | $1.57M | 0.04% | +15,297 | New |
| Hexavest Inc. | 15,433 | $1.58M | 0.08% | +1,433+10.2% | Added |
| MML Investors Services, LLC | 15,491 | $1.59M | 0.01% | −1,033−6.3% | Reduced |
| Andra AP-fonden | 12,900 | $1.64M | 0.03% | −17,400−57.4% | Reduced |
| Wetherby Asset Management Inc | 16,116 | $1.65M | 0.10% | +498+3.2% | Added |
| DSM Capital Partners LLC | 16,260 | $1.67M | 0.02% | −1,870−10.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 16,365 | $1.68M | 0.00% | −4,629−22.0% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.69M | 0.18% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 16,944 | $1.74M | 0.00% | −72−0.4% | Reduced |
| Lincluden Management Ltd | 17,335 | $1.78M | 0.17% | −28−0.2% | Reduced |
| NorthRock Partners, LLC | 17,363 | $1.78M | 0.15% | −18−0.1% | Reduced |
| Tacita Capital Inc | 18,211 | $1.86M | 1.12% | +6,670+57.8% | Added |
| Natixis Advisors, L.P. | 18,258 | $1.87M | 0.01% | +2,675+17.2% | Added |
| Portland Investment Counsel Inc. | 19,710 | $2.02M | 1.00% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 19,917 | $2.04M | 1.00% | +155+0.8% | Added |
| Associated Banc-Corp | 20,196 | $2.07M | 0.08% | +12,384+158.5% | Added |
| Manitou Investment Management Ltd. | 20,410 | $2.09M | 0.37% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,411 | $2.09M | 0.02% | +883+4.5% | Added |
| Edmond de Rothschild Holding S.A. | 20,620 | $2.12M | 0.05% | +19,200+1,352.1% | Added |
| Essex Financial Services, Inc. | 20,863 | $2.14M | 0.31% | +20,863 | New |
| Truist Financial Corp | 22,575 | $2.32M | 0.00% | −526−2.3% | Reduced |
| Price T Rowe Associates Inc | 23,411 | $2.40M | 0.00% | +199+0.9% | Added |
| Commonwealth Equity Services, LLC | 23,550 | $2.42M | 0.01% | −4,051−14.7% | Reduced |
| HighTower Advisors, LLC | 24,706 | $2.54M | 0.01% | +631+2.6% | Added |
| US Bancorp | 24,758 | $2.54M | 0.00% | −9,725−28.2% | Reduced |
| Resources Management Corp | 25,420 | $2.61M | 0.37% | +550+2.2% | Added |
| WoodTrust Financial Corp | 25,879 | $2.65M | 0.70% | −150−0.6% | Reduced |
| Credential Qtrade Securities Inc. | 28,975 | $2.97M | 0.23% | +1,126+4.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 29,070 | $2.98M | 0.29% | +11,660+67.0% | Added |
| Ensign Peak Advisors, Inc | 30,029 | $3.00M | 0.01% | +2,600+9.5% | Added |
| Unigestion Holding SA | 29,963 | $3.06M | 0.11% | +9,245+44.6% | Added |
| Addenda Capital Inc. | 24,826 | $3.15M | 0.15% | +11,602+87.7% | Added |
| Silver Lake Advisory, LLC | 32,488 | $3.22M | 1.54% | −367−1.1% | Reduced |
| LSV Asset Management | 32,900 | $3.37M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 33,127 | $3.40M | 0.01% | +26,412+393.3% | Added |
| Ameriprise Financial Inc | 33,941 | $3.48M | 0.00% | −258−0.8% | Reduced |
| Envestnet Asset Management Inc | 34,774 | $3.57M | 0.00% | −2,280−6.2% | Reduced |
| American Century Companies Inc | 34,923 | $3.58M | 0.00% | +9,352+36.6% | Added |
| Comerica Bank | 36,254 | $3.58M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 35,137 | $3.60M | 0.01% | −391−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 36,440 | $3.74M | 0.01% | −1,702−4.5% | Reduced |
| Brewin Dolphin Ltd | 38,291 | $3.93M | 0.18% | −6,822−15.1% | Reduced |