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 |
|---|---|---|---|---|---|
| Corbenic Partners LLC | 152 | $16.0K | 0.00% | +152 | New |
| Focused Wealth Management, Inc | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 144 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 148 | $15.0K | 0.00% | +4+2.8% | Added |
| Leelyn Smith, LLC | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 122 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 132 | $13.0K | 0.00% | +1+0.8% | Added |
| Global Retirement Partners, LLC | 123 | $13.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 115 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 119 | $12.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $11.0K | 0.00% | +110 | New |
| Optiver Holding B.V. | 112 | $11.0K | 0.00% | +112 | New |
| Financial Avengers, Inc. | 100 | $10.0K | 0.01% | −50−33.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $10.0K | 0.00% | +100 | New |
| MBM Wealth Consultants, LLC | 87 | $9.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 86 | $8.82K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 70 | $7.00K | 0.00% | +8+12.9% | Added |
| Exane Derivatives | 65 | $6.65K | 0.00% | +65 | New |
| Creative Financial Designs Inc | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $6.00K | 0.00% | +55 | New |
| Venturi Wealth Management, LLC | 60 | $6.00K | 0.00% | +60 | New |
| Vectors Research Management, LLC | 46 | $5.00K | 0.00% | +46 | New |
| Financial Perspectives, Inc | 42 | $4.31K | 0.00% | −3,701−98.9% | Reduced |
| Motco | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 33 | $3.00K | 0.00% | +33 | New |
| CWM, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $2.00K | 0.00% | +1+5.0% | Added |
| HC Financial Advisors Inc | 20 | $2.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 13 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Omers Administration Corp | 0 | $0 | 0.00% | −2,116,033−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −462,900−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −248,895−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −187,319−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −36,042−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −27,252−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −17,177−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −10,389−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Vaughan & Co Securities, Inc. | 0 | $0 | 0.00% | −7,499−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −4,552−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,672−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,904−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −2,723−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −2,558−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −2,293−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | Not filed |