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 |
|---|---|---|---|---|---|
| State Street Corp | 10,148 | $1.04M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 10,144 | $1.04M | 0.00% | −89,209−89.8% | Reduced |
| Cubist Systematic Strategies, LLC | 9,904 | $1.02M | 0.01% | −15,359−60.8% | Reduced |
| Cigna Investments Inc | 9,750 | $1.00M | 0.07% | −37−0.4% | Reduced |
| FORA Capital, LLC | 9,368 | $961.0K | 0.18% | +9,368 | New |
| AE Wealth Management LLC | 9,357 | $960.0K | 0.01% | +624+7.1% | Added |
| Advisors Asset Management, Inc. | 9,355 | $959.0K | 0.01% | +2,278+32.2% | Added |
| Johnson Financial Group, Inc. | 9,332 | $957.0K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 9,310 | $955.0K | 0.10% | −1,173−11.2% | Reduced |
| Baskin Financial Services Inc. | 9,227 | $945.0K | 0.09% | −320−3.4% | Reduced |
| Fifth Third Bancorp | 8,962 | $919.0K | 0.00% | −927−9.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,802 | $903.0K | 0.23% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 8,608 | $883.0K | 0.01% | +1,630+23.4% | Added |
| Probity Advisors, Inc. | 8,595 | $882.0K | 0.19% | +124+1.5% | Added |
| Berger Financial Group, Inc | 8,391 | $861.0K | 0.16% | −363−4.1% | Reduced |
| Harbour Investments, Inc. | 8,330 | $854.0K | 0.03% | −147−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,028 | $823.0K | 0.00% | +8,028 | New |
| Oppenheimer & Co Inc | 7,536 | $773.0K | 0.01% | −981−11.5% | Reduced |
| Marathon Capital Management | 7,330 | $751.0K | 0.17% | +100+1.4% | Added |
| Segall Bryant & Hamill, LLC | 7,252 | $747.0K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 6,873 | $704.0K | 0.01% | −550−7.4% | Reduced |
| Focus Financial Network, Inc. | 6,816 | $699.0K | 0.09% | −12−0.2% | Reduced |
| 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 |
| Blueshift Asset Management, LLC | 6,703 | $687.0K | 0.04% | +6,703 | New |
| CIBC Private Wealth Group, LLC | 6,641 | $681.0K | 0.00% | +2,244+51.0% | Added |
| Nwam LLC | 6,410 | $657.0K | 0.06% | 00.0% | Unchanged |
| Burney Co | 6,387 | $655.0K | 0.03% | +461+7.8% | 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 |
| Cresset Asset Management, LLC | 6,066 | $623.0K | 0.01% | +6+0.1% | Added |
| Paloma Partners Management Co | 6,000 | $615.0K | 0.02% | +1,205+25.1% | Added |
| Cetera Advisor Networks LLC | 5,915 | $607.0K | 0.01% | +5,915 | New |
| 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 |
| Bridgefront Capital, LLC | 5,753 | $590.0K | 0.22% | −5,431−48.6% | Reduced |
| Quilter Plc | 5,746 | $589.0K | 0.02% | +5,746 | New |
| D.A. Davidson & Co. | 5,734 | $588.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,606 | $575.0K | 0.01% | +5,606 | New |
| Atlas Capital Advisors LLC | 5,595 | $573.8K | 0.10% | +329+6.2% | Added |
| Dorsey & Whitney Trust CO LLC | 5,522 | $566.0K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 5,507 | $564.0K | 0.00% | −109−1.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $553.3K | 0.00% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 5,400 | $553.0K | 1.39% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,386 | $545.0K | 0.01% | −108−2.0% | Reduced |
| Summit Global Investments | 5,271 | $541.0K | 0.03% | +5,271 | New |
| Vident Investment Advisory, LLC | 5,261 | $540.0K | 0.02% | +2,030+62.8% | Added |
| Mercer Global Advisors Inc | 5,182 | $531.0K | 0.00% | +731+16.4% | Added |
| The PNC Financial Services Group, Inc. | 5,104 | $523.0K | 0.00% | +20.0% | Added |
| Pacer Advisors, Inc. | 5,026 | $515.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,970 | $510.0K | 0.00% | +1,670+50.6% | Added |
| Signaturefd, LLC | 4,918 | $504.0K | 0.02% | +605+14.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,885 | $501.0K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,770 | $489.0K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,705 | $483.0K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 4,650 | $477.0K | 0.02% | −1,017−17.9% | Reduced |
| 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 |
| Brinker Capital Investments, LLC | 4,609 | $473.0K | 0.01% | +4,609 | New |
| Rowland & Co Investment Counsel | 4,476 | $459.1K | 0.11% | 00.0% | Unchanged |
| Bank of Hawaii | 4,433 | $455.0K | 0.03% | −983−18.1% | Reduced |
| Commerce Bank | 4,421 | $454.0K | 0.00% | −224−4.8% | Reduced |
| Annex Advisory Services, LLC | 4,264 | $437.0K | 0.04% | +869+25.6% | Added |
| Johnson Investment Counsel Inc | 4,248 | $436.0K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 4,232 | $433.3K | 0.03% | +501+13.4% | Added |
| Cetera Investment Advisers | 4,198 | $431.0K | 0.01% | +956+29.5% | Added |
| Isthmus Partners, LLC | 4,174 | $429.0K | 0.08% | +4,174 | New |
| Corient Capital Partners, LLC | 4,103 | $421.0K | 0.03% | +592+16.9% | 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 |
| Blair William & Co | 3,828 | $393.0K | 0.00% | +27+0.7% | Added |
| Great Valley Advisor Group, Inc. | 3,787 | $388.0K | 0.03% | +18+0.5% | Added |
| Cozad Asset Management Inc | 3,724 | $382.0K | 0.06% | 00.0% | Unchanged |
| Veriti Management LLC | 3,613 | $371.0K | 0.06% | +787+27.8% | Added |
| Buckingham Strategic Wealth, LLC | 3,611 | $370.0K | 0.01% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 3,536 | $363.0K | 0.14% | +5+0.1% | Added |
| Ballentine Partners, LLC | 3,525 | $362.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Brighton Jones LLC | 3,466 | $355.0K | 0.02% | −200−5.5% | Reduced |
| Graypoint LLC | 3,363 | $345.0K | 0.05% | −110−3.2% | Reduced |
| FDx Advisors, Inc. | 3,356 | $344.0K | 0.01% | −141−4.0% | Reduced |
| Boston Private Wealth LLC | 3,344 | $343.0K | 0.00% | +324+10.7% | Added |
| BNP Paribas Arbitrage, SA | 3,326 | $341.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| KLCM Advisors, Inc. | 3,262 | $335.0K | 0.07% | −24−0.7% | Reduced |
| NuWave Investment Management, LLC | 3,232 | $331.0K | 0.37% | +3,232 | New |
| Griffin Asset Management, Inc. | 3,131 | $321.0K | 0.04% | +7+0.2% | Added |
| Two Sigma Securities, LLC | 3,094 | $317.0K | 0.08% | +3,094 | New |
| 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 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $311.0K | 0.10% | 00.0% | Unchanged |
| Bluestein R H & Co | 3,000 | $308.0K | 0.01% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,936 | $301.0K | 0.16% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,920 | $299.0K | 0.12% | +2,920 | New |
| Good Life Advisors, LLC | 2,898 | $297.0K | 0.06% | +175+6.4% | Added |
| First Republic Investment Management, Inc. | 2,833 | $291.0K | 0.00% | −75−2.6% | Reduced |
| Landaas & Co | 2,826 | $290.0K | 0.16% | −429−13.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,827 | $289.0K | 0.01% | +2,827 | New |