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, Q3 2021
Institutional positions in Bank of Montreal as of Sep 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
- 459
- +24 vs. Q2 2021
- Shares held
- 275.4M
- +1.51M (+0.6%) vs. Q2 2021
- Total value
- $27.7B
- −$566.7M (−2.0%) vs. Q2 2021
- New holders
- 54
- 157 more added
- Sold out
- 30
- 125 more reduced
5 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 20 | $2.00K | 0.00% | −1−4.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Motco | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 55 | $5.00K | 0.00% | −77−58.3% | Reduced |
| Massmutual Trust Co FSB | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $5.00K | 0.00% | +50 | New |
| Meridian Wealth Partners, LLC | 54 | $5.00K | 0.00% | +54 | New |
| Rockbridge Investment Management, LCC | 52 | $5.00K | 0.00% | +52 | New |
| Bell Investment Advisors, Inc | 51 | $5.00K | 0.00% | +51 | New |
| First Horizon Advisors, Inc. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 65 | $6.45K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 139 | $8.00K | 0.00% | +139 | New |
| McCarthy Grittinger Financial Group, LLC | 86 | $8.58K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 87 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 115 | $11.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 122 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 123 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 119 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 122 | $12.0K | 0.00% | +122 | New |
| Corbenic Partners LLC | 152 | $15.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 150 | $15.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 150 | $15.0K | 0.00% | +150 | New |
| Farmers & Merchants Investments Inc | 164 | $16.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $16.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 175 | $17.0K | 0.00% | −75−30.0% | Reduced |
| Trustcore Financial Services, LLC | 172 | $17.0K | 0.00% | +172 | New |
| NEXT Financial Group, Inc | 179 | $18.0K | 0.00% | +35+24.3% | Added |
| Glassman Wealth Services | 183 | $18.0K | 0.00% | +35+23.6% | Added |
| Sargent Bickham Lagudis LLC | 211 | $21.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 240 | $24.0K | 0.00% | −250−51.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 255 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 252 | $25.0K | 0.00% | +252 | New |
| Bedel Financial Consulting, Inc. | 260 | $26.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 289 | $29.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 310 | $31.0K | 0.00% | −1,937−86.2% | Reduced |
| CenterStar Asset Management, LLC | – | $31.0K | 0.02% | – | New |
| Zions Bancorporation, N.A. | 317 | $32.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 331 | $32.9K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 340 | $34.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $35.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 408 | $41.0K | 0.05% | −2,824−87.4% | Reduced |
| Capital Analysts, LLC | 433 | $43.0K | 0.00% | +2+0.5% | Added |
| Central Trust Co | 449 | $45.0K | 0.00% | +25+5.9% | Added |
| Barrett Asset Management, LLC | 500 | $50.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 513 | $51.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 518 | $52.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 526 | $52.0K | 0.01% | +526 | New |
| Spire Wealth Management | 538 | $54.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 595 | $59.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $60.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 612 | $61.0K | 0.00% | +600+5,000.0% | Added |
| Whittier Trust Co | 631 | $63.0K | 0.00% | +226+55.8% | Added |
| SRS Capital Advisors, Inc. | 648 | $65.0K | 0.01% | +29+4.7% | Added |
| Lincluden Management Ltd | 661 | $66.0K | 0.01% | −16,674−96.2% | Reduced |
| Tower View Investment Management & Research LLC | 700 | $70.0K | 0.04% | +700 | New |
| Cowen Prime Advisors LLC | 753 | $75.0K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $80.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 796 | $81.0K | 0.06% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 869 | $87.0K | 0.03% | +869 | New |
| Banque Cantonale Vaudoise | 900 | $90.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 902 | $90.0K | 0.03% | +3+0.3% | Added |
| Ravenstone Capital Management Inc. | 939 | $93.1K | 0.07% | +939 | New |
| Iron Horse Wealth Management, LLC | 980 | $98.0K | 0.06% | −200−16.9% | Reduced |
| Pinebridge Investments, L.P. | 773 | $98.0K | 0.00% | +773 | New |
| Washington Trust Co | 1,000 | $100.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $100.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $100.0K | 0.07% | 0 | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $100.0K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 1,000 | $103.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,039 | $104.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,043 | $104.0K | 0.00% | +284+37.4% | Added |
| Sutton Wealth Advisors Inc. | 1,094 | $109.1K | 0.04% | −1−0.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $116.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,300 | $130.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $132.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,330 | $133.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,341 | $134.0K | 0.05% | +163+13.8% | Added |
| State of Wyoming | 1,344 | $134.0K | 0.09% | +742+123.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,396 | $139.0K | 0.00% | +158+12.8% | Added |
| Webster Bank, N. A. | 1,400 | $140.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,500 | $149.6K | 0.02% | +500+50.0% | Added |
| Bessemer Group Inc | 1,622 | $162.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,624 | $162.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,778 | $177.0K | 0.01% | +100+6.0% | Added |