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 |
|---|---|---|---|---|---|
| Patten & Patten Inc | 2,783 | $285.0K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,765 | $284.0K | 0.06% | 00.0% | Unchanged |
| Versor Investments LP | 2,757 | $283.0K | 0.01% | +2,757 | New |
| Cordasco Financial Network | 2,710 | $278.0K | 0.19% | −60−2.2% | Reduced |
| 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 |
| Archetype Wealth Partners | 2,657 | $273.0K | 0.09% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,630 | $270.0K | 0.03% | +362+16.0% | Added |
| Ashton Thomas Private Wealth, LLC | 2,624 | $269.1K | 0.04% | +2,624 | New |
| Gotham Asset Management, LLC | 2,622 | $269.0K | 0.01% | +2,622 | New |
| Quadrant Capital Group LLC | 2,604 | $267.0K | 0.04% | +294+12.7% | Added |
| 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 |
| AdvisorNet Financial, Inc | 2,560 | $263.0K | 0.02% | −2,000−43.9% | Reduced |
| North Star Investment Management Corp. | 2,549 | $261.0K | 0.02% | +115+4.7% | Added |
| Vontobel Holding Ltd. | 2,549 | $260.0K | 0.00% | +2,549 | New |
| Westover Capital Advisors, LLC | 2,400 | $246.0K | 0.08% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,391 | $245.0K | 0.03% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,453 | $243.0K | 0.05% | +2,453 | New |
| 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 |
| Ameritas Investment Company, LLC | 2,216 | $234.0K | 0.01% | +656+42.1% | Added |
| Prio Wealth Limited Partnership | 2,267 | $233.0K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,251 | $231.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,247 | $230.0K | 0.01% | +2,247 | New |
| Pathstone Family Office, LLC | 2,235 | $229.0K | 0.01% | +2,235 | New |
| 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 |
| Credit Agricole S A | 2,205 | $226.0K | 0.01% | +81+3.8% | Added |
| Investors Research Corp | 2,157 | $221.0K | 0.08% | 00.0% | Unchanged |
| Diversified Trust Co | 2,148 | $220.0K | 0.01% | +2,148 | New |
| Ausdal Financial Partners, Inc. | 2,114 | $217.0K | 0.03% | +2,114 | 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 |
| 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 |
| 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 |
| SNS Financial Group, LLC | 2,025 | $208.0K | 0.03% | +2,025 | 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 |
| Bridges Investment Management Inc | 2,000 | $205.0K | 0.01% | +2,000 | New |
| Captrust Financial Advisors | 1,941 | $199.0K | 0.00% | −367−15.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,930 | $197.0K | 0.01% | −6,307−76.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,678 | $172.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,622 | $167.0K | 0.00% | −252−13.4% | Reduced |
| Macquarie Group Ltd | 1,624 | $166.0K | 0.00% | −2,258−58.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,498 | $154.0K | 0.00% | −119−7.4% | Reduced |
| Panagora Asset Management Inc | 1,446 | $148.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $144.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,345 | $138.0K | 0.00% | −207−13.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,330 | $136.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,330 | $136.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,300 | $133.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,280 | $131.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,238 | $127.0K | 0.00% | −4,169−77.1% | Reduced |
| 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 |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $119.0K | 0.02% | +1,162 | New |
| Sutton Wealth Advisors Inc. | 1,095 | $112.3K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,039 | $107.0K | 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 |
| Caldwell Trust Co | 1,000 | $102.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 990 | $102.0K | 0.00% | +990 | New |
| Banque Cantonale Vaudoise | 900 | $93.0K | 0.00% | −4,659−83.8% | Reduced |
| Hudock, Inc. | 899 | $92.0K | 0.03% | +3+0.3% | Added |
| Enterprise Financial Services Corp | 854 | $88.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $82.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 796 | $81.0K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 759 | $78.0K | 0.00% | −89−10.5% | Reduced |
| Cowen Prime Services LLC | 753 | $77.0K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $77.0K | 0.03% | +753 | New |
| SRS Capital Advisors, Inc. | 619 | $63.0K | 0.01% | +619 | New |
| Princeton Global Asset Management LLC | 600 | $62.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 602 | $62.0K | 0.04% | +602 | New |
| American Portfolios Advisors | 595 | $61.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 538 | $55.0K | 0.00% | −903−62.7% | Reduced |
| Reilly Financial Advisors, LLC | 513 | $53.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 518 | $53.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 500 | $51.0K | 0.00% | +500 | New |
| Proequities, Inc. | 490 | $50.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 431 | $44.0K | 0.00% | +2+0.5% | Added |
| Central Trust Co | 424 | $43.0K | 0.00% | +125+41.8% | Added |
| Whittier Trust Co | 405 | $42.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $36.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 340 | $35.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 331 | $33.9K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 317 | $33.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 289 | $30.0K | 0.01% | +222+331.3% | Added |
| Bedel Financial Consulting, Inc. | 260 | $27.0K | 0.01% | 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 |
| Sargent Bickham Lagudis LLC | 211 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 164 | $17.0K | 0.00% | −25−13.2% | Reduced |
| McIlrath & Eck, LLC | 160 | $16.0K | 0.00% | 00.0% | Unchanged |