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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 129,036 | $13.2M | 0.07% | −299,290−69.9% | Reduced |
| Citigroup Inc | 127,721 | $13.1M | 0.01% | −33,051−20.6% | Reduced |
| NN Investment Partners Holdings N.V. | 127,623 | $13.1M | 0.07% | +11,697+10.1% | Added |
| Barclays PLC | 125,869 | $12.9M | 0.01% | +47,678+61.0% | Added |
| STRS Ohio | 116,600 | $12.0M | 0.04% | +50,000+75.1% | Added |
| Pinnacle Financial Partners Inc | 112,559 | $11.5M | 0.47% | +1,709+1.5% | Added |
| Pinnacle Wealth Advisors | 112,559 | $11.5M | 0.47% | +112,559 | New |
| Schroder Investment Management Group | 90,465 | $11.5M | 0.01% | −1,880−2.0% | Reduced |
| PCJ Investment Counsel Ltd. | 111,900 | $11.5M | 4.30% | +740+0.7% | Added |
| Citadel Advisors LLC | 100,065 | $10.3M | 0.01% | +57,601+135.6% | Added |
| American Assets Investment Management, LLC | 96,000 | $9.85M | 1.29% | 00.0% | Unchanged |
| Jane Street Group, LLC | 95,957 | $9.84M | 0.02% | +43,114+81.6% | Added |
| AlphaCrest Capital Management LLC | 95,317 | $9.78M | 0.42% | +67,911+247.8% | Added |
| K.J. Harrison & Partners Inc | 93,688 | $9.61M | 1.38% | −17,073−15.4% | Reduced |
| D. E. Shaw & Co., Inc. | 92,400 | $9.47M | 0.01% | −15,100−14.0% | Reduced |
| Eaton Vance Management | 91,423 | $9.38M | 0.01% | +61,516+205.7% | Added |
| Capital Fund Management S.A. | 89,941 | $9.22M | 0.25% | −7,271−7.5% | Reduced |
| HighPoint Advisor Group LLC | 83,195 | $8.53M | 0.86% | −10.0% | Reduced |
| Investment Management Corp of Ontario | 82,820 | $8.49M | 0.37% | +82,820 | New |
| Raymond James & Associates | 80,302 | $8.23M | 0.01% | +3,991+5.2% | Added |
| Marshall Wace North America L.P. | 76,250 | $7.82M | 0.03% | −195,230−71.9% | Reduced |
| Claret Asset Management Corp | 74,497 | $7.63M | 1.25% | +367+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 73,246 | $7.51M | 0.02% | +73,246 | New |
| Azimuth Capital Management LLC | 67,059 | $6.88M | 0.30% | +2,480+3.8% | Added |
| Northwest & Ethical Investments L.P. | 64,544 | $6.62M | 0.21% | +43,460+206.1% | Added |
| Virginia Retirement Systems Et Al | 60,300 | $6.19M | 0.06% | 00.0% | Unchanged |
| Westpac Banking Corp | 58,974 | $6.05M | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 58,396 | $5.99M | 0.03% | +560+1.0% | Added |
| Legacy Capital Partners, Inc. | 55,498 | $5.69M | 2.04% | +350+0.6% | Added |
| Alliancebernstein L.P. | 55,293 | $5.67M | 0.00% | −11,771−17.6% | Reduced |
| LPL Financial LLC | 54,640 | $5.60M | 0.01% | −668−1.2% | Reduced |
| Natixis | 54,387 | $5.58M | 0.02% | +28,180+107.5% | Added |
| Shell Asset Management Co | 52,255 | $5.36M | 0.10% | −18,144−25.8% | Reduced |
| Wellington Management Group LLP | 50,416 | $5.17M | 0.00% | +42,354+525.4% | Added |
| Cumberland Partners Ltd | 50,156 | $5.14M | 0.40% | −1,804−3.5% | Reduced |
| Stifel Financial Corp | 45,716 | $4.69M | 0.01% | +1,405+3.2% | Added |
| Acadian Asset Management LLC | 43,439 | $4.46M | 0.02% | −299,145−87.3% | Reduced |
| Crossmark Global Holdings, Inc. | 43,147 | $4.42M | 0.10% | −5,943−12.1% | Reduced |
| Rockefeller Capital Management L.P. | 40,610 | $4.16M | 0.02% | +24,665+154.7% | Added |
| Rathbone Brothers plc | 38,725 | $3.97M | 0.04% | −190−0.5% | Reduced |
| Brewin Dolphin Ltd | 38,291 | $3.93M | 0.18% | −6,822−15.1% | Reduced |
| Advisor Group Holdings, Inc. | 36,440 | $3.74M | 0.01% | −1,702−4.5% | Reduced |
| Baird Financial Group, Inc. | 35,137 | $3.60M | 0.01% | −391−1.1% | Reduced |
| Comerica Bank | 36,254 | $3.58M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 34,923 | $3.58M | 0.00% | +9,352+36.6% | Added |
| Envestnet Asset Management Inc | 34,774 | $3.57M | 0.00% | −2,280−6.2% | Reduced |
| Ameriprise Financial Inc | 33,941 | $3.48M | 0.00% | −258−0.8% | Reduced |
| Creative Planning | 33,127 | $3.40M | 0.01% | +26,412+393.3% | Added |
| LSV Asset Management | 32,900 | $3.37M | 0.01% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 32,488 | $3.22M | 1.54% | −367−1.1% | Reduced |
| Addenda Capital Inc. | 24,826 | $3.15M | 0.15% | +11,602+87.7% | Added |
| Unigestion Holding SA | 29,963 | $3.06M | 0.11% | +9,245+44.6% | Added |
| Ensign Peak Advisors, Inc | 30,029 | $3.00M | 0.01% | +2,600+9.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 29,070 | $2.98M | 0.29% | +11,660+67.0% | Added |
| Credential Qtrade Securities Inc. | 28,975 | $2.97M | 0.23% | +1,126+4.0% | Added |
| WoodTrust Financial Corp | 25,879 | $2.65M | 0.70% | −150−0.6% | Reduced |
| Resources Management Corp | 25,420 | $2.61M | 0.37% | +550+2.2% | Added |
| US Bancorp | 24,758 | $2.54M | 0.00% | −9,725−28.2% | Reduced |
| HighTower Advisors, LLC | 24,706 | $2.54M | 0.01% | +631+2.6% | Added |
| Commonwealth Equity Services, LLC | 23,550 | $2.42M | 0.01% | −4,051−14.7% | Reduced |
| Price T Rowe Associates Inc | 23,411 | $2.40M | 0.00% | +199+0.9% | Added |
| Truist Financial Corp | 22,575 | $2.32M | 0.00% | −526−2.3% | Reduced |
| Essex Financial Services, Inc. | 20,863 | $2.14M | 0.31% | +20,863 | New |
| Edmond de Rothschild Holding S.A. | 20,620 | $2.12M | 0.05% | +19,200+1,352.1% | Added |
| Private Advisor Group, LLC | 20,411 | $2.09M | 0.02% | +883+4.5% | Added |
| Manitou Investment Management Ltd. | 20,410 | $2.09M | 0.37% | 00.0% | Unchanged |
| Associated Banc-Corp | 20,196 | $2.07M | 0.08% | +12,384+158.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 19,917 | $2.04M | 1.00% | +155+0.8% | Added |
| Portland Investment Counsel Inc. | 19,710 | $2.02M | 1.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 18,258 | $1.87M | 0.01% | +2,675+17.2% | Added |
| Tacita Capital Inc | 18,211 | $1.86M | 1.12% | +6,670+57.8% | Added |
| NorthRock Partners, LLC | 17,363 | $1.78M | 0.15% | −18−0.1% | Reduced |
| Lincluden Management Ltd | 17,335 | $1.78M | 0.17% | −28−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 16,944 | $1.74M | 0.00% | −72−0.4% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.69M | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,365 | $1.68M | 0.00% | −4,629−22.0% | Reduced |
| DSM Capital Partners LLC | 16,260 | $1.67M | 0.02% | −1,870−10.3% | Reduced |
| Wetherby Asset Management Inc | 16,116 | $1.65M | 0.10% | +498+3.2% | Added |
| Andra AP-fonden | 12,900 | $1.64M | 0.03% | −17,400−57.4% | Reduced |
| MML Investors Services, LLC | 15,491 | $1.59M | 0.01% | −1,033−6.3% | Reduced |
| Hexavest Inc. | 15,433 | $1.58M | 0.08% | +1,433+10.2% | Added |
| Stratos Wealth Partners, LTD. | 15,297 | $1.57M | 0.04% | +15,297 | New |
| Naples Global Advisors, LLC | 15,012 | $1.54M | 0.21% | −125−0.8% | Reduced |
| Davis-Rea Ltd. | 14,972 | $1.53M | 0.76% | −1,866−11.1% | Reduced |
| Curbstone Financial Management Corp | 14,500 | $1.49M | 0.28% | −300−2.0% | Reduced |
| Assenagon Asset Management S.A. | 14,034 | $1.44M | 0.01% | −743−5.0% | Reduced |
| Caas Capital Management LP | 13,785 | $1.41M | 0.08% | +13,785 | New |
| PEAK6 Investments LLC | 12,818 | $1.31M | 0.04% | +12,818 | New |
| Van Eck Associates Corp | 12,695 | $1.30M | 0.00% | −1,039−7.6% | Reduced |
| Pegasus Partners Ltd. | 11,663 | $1.20M | 0.23% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 11,648 | $1.20M | 0.07% | 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 |
| Balasa Dinverno & Foltz LLC | 11,256 | $1.15M | 0.08% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,091 | $1.14M | 0.01% | +6,459+139.4% | Added |
| Geneos Wealth Management Inc. | 10,704 | $1.10M | 0.04% | −53,382−83.3% | Reduced |
| Financial Counselors Inc | 10,583 | $1.08M | 0.02% | −134−1.3% | Reduced |
| 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 |
| Advisor Partners LLC | 10,256 | $1.05M | 0.07% | +20.0% | Added |