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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 1,808 | $180.0K | 0.00% | −11,010−85.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,940 | $193.0K | 0.02% | −311−13.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,929 | $193.0K | 0.00% | +431+28.8% | Added |
| Captrust Financial Advisors | 1,941 | $194.0K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,007 | $200.0K | 0.04% | −2,167−51.9% | Reduced |
| SNS Financial Group, LLC | 2,025 | $202.0K | 0.03% | 00.0% | Unchanged |
| ING Groep NV | 2,021 | $202.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,031 | $203.0K | 0.01% | +2,031 | New |
| Boston Trust Walden Corp | 2,050 | $204.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,057 | $205.0K | 0.01% | +2,057 | New |
| Ausdal Financial Partners, Inc. | 2,071 | $207.0K | 0.03% | −43−2.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,079 | $207.3K | 0.03% | −545−20.8% | Reduced |
| Independent Advisor Alliance | 2,083 | $208.0K | 0.01% | +32+1.6% | Added |
| Buckhead Capital Management LLC | 2,091 | $209.0K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 2,106 | $210.0K | 0.02% | +2+0.1% | Added |
| BDO Wealth Advisors, LLC | 2,110 | $210.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,120 | $211.0K | 0.06% | +101+5.0% | Added |
| Mutual Advisors, LLC | 2,123 | $212.0K | 0.01% | +2,123 | New |
| Prio Wealth Limited Partnership | 2,150 | $214.0K | 0.01% | −117−5.2% | Reduced |
| Investors Research Corp | 2,157 | $215.0K | 0.07% | 00.0% | Unchanged |
| Diversified Trust Co | 2,168 | $216.0K | 0.01% | +20+0.9% | Added |
| REDW Wealth LLC | 2,220 | $221.0K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,225 | $222.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,235 | $223.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,244 | $224.0K | 0.00% | −4,397−66.2% | Reduced |
| Ameritas Investment Company, LLC | 2,293 | $229.0K | 0.01% | +77+3.5% | Added |
| Mission Wealth Management, LP | 2,300 | $229.0K | 0.01% | +2,300 | New |
| Landaas & Co | 2,326 | $232.0K | 0.13% | −500−17.7% | Reduced |
| Oarsman Capital, Inc. | 2,337 | $233.0K | 0.09% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 2,345 | $234.0K | 0.02% | −1,919−45.0% | Reduced |
| Credit Agricole S A | 2,361 | $235.0K | 0.01% | +156+7.1% | Added |
| Parallel Advisors, LLC | 2,364 | $236.0K | 0.01% | +29+1.2% | Added |
| Rowland & Co Investment Counsel | 4,476 | $237.5K | 0.08% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,391 | $238.0K | 0.02% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,400 | $239.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,451 | $243.0K | 0.01% | +521+27.0% | Added |
| Schmidt P J Investment Management Inc | 2,242 | $249.0K | 0.05% | −211−8.6% | Reduced |
| AdvisorNet Financial, Inc | 2,520 | $251.0K | 0.02% | −40−1.6% | Reduced |
| Petrus Trust Company, LTA | 2,549 | $254.0K | 0.03% | +2,549 | New |
| Park National Corp | 2,585 | $258.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,588 | $258.0K | 0.01% | +2,588 | New |
| Good Life Advisors, LLC | 2,601 | $259.0K | 0.04% | −297−10.2% | Reduced |
| North Star Investment Management Corp. | 2,601 | $259.0K | 0.02% | +52+2.0% | Added |
| West Family Investments, Inc. | 2,650 | $264.0K | 0.07% | −55−2.0% | Reduced |
| Archetype Wealth Partners | 2,657 | $265.0K | 0.09% | 00.0% | Unchanged |
| JustInvest LLC | 2,654 | $265.0K | 0.02% | +2,654 | New |
| Dixon Hubard Feinour & Brown Inc | 2,700 | $269.0K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,706 | $270.0K | 0.03% | +76+2.9% | Added |
| Cordasco Financial Network | 2,712 | $271.0K | 0.18% | +2+0.1% | Added |
| Quadrant Capital Group LLC | 2,726 | $272.0K | 0.04% | +122+4.7% | Added |
| Gotham Asset Management, LLC | 2,771 | $276.0K | 0.01% | +149+5.7% | Added |
| Patten & Patten Inc | 2,783 | $278.0K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,827 | $282.0K | 0.01% | +2,827 | New |
| First Republic Investment Management, Inc. | 2,833 | $283.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,920 | $291.0K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,936 | $293.0K | 0.16% | 00.0% | Unchanged |
| Bluestein R H & Co | 3,000 | $299.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,079 | $307.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,084 | $307.0K | 0.07% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,112 | $310.0K | 0.01% | −244−7.3% | Reduced |
| Doliver Advisors, LP | 3,157 | $315.0K | 0.11% | +3,157 | New |
| KLCM Advisors, Inc. | 3,262 | $325.0K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,316 | $331.0K | 0.11% | +281+9.3% | Added |
| BNP Paribas Arbitrage, SA | 3,326 | $331.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,347 | $334.0K | 0.05% | +55+1.7% | Added |
| Graypoint LLC | 3,363 | $335.0K | 0.04% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,441 | $343.0K | 0.08% | +142+4.3% | Added |
| Bank of Hawaii | 3,493 | $348.0K | 0.02% | −940−21.2% | Reduced |
| Puzo Michael J | 3,500 | $349.0K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,525 | $352.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,662 | $365.0K | 0.01% | −536−12.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,674 | $366.0K | 0.01% | +63+1.7% | Added |
| Swiss Life Asset Management Ltd | 3,690 | $367.7K | 0.01% | +3,690 | New |
| Tradition Wealth Management, LLC | 3,686 | $368.0K | 0.05% | +3,686 | New |
| Cozad Asset Management Inc | 3,724 | $371.0K | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,734 | $372.0K | 0.02% | +268+7.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,727 | $372.0K | 0.01% | +900+31.8% | Added |
| Virtu Financial LLC | 3,726 | $372.0K | 0.03% | +3,726 | New |
| Great Valley Advisor Group, Inc. | 3,790 | $378.0K | 0.03% | +3+0.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,901 | $389.0K | 0.07% | −733−15.8% | Reduced |
| Fox Run Management, L.L.C. | 3,972 | $396.0K | 0.25% | +3,972 | New |
| Boltwood Capital Management | 4,000 | $399.0K | 0.16% | 00.0% | Unchanged |
| Wendell David Associates Inc | 4,009 | $400.0K | 0.04% | +4,009 | New |
| Hennion & Walsh Asset Management, Inc. | 4,041 | $403.0K | 0.02% | +538+15.4% | Added |
| Bayesian Capital Management, LP | 4,139 | $413.0K | 0.12% | +4,139 | New |
| Johnson Investment Counsel Inc | 4,248 | $424.0K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 4,397 | $436.0K | 0.03% | +165+3.9% | Added |
| Voya Investment Management LLC | 4,473 | $446.0K | 0.00% | +4,473 | New |
| Magnus Financial Group LLC | 4,515 | $450.0K | 0.10% | +1,750+63.3% | Added |
| Acadian Asset Management LLC | 4,542 | $453.0K | 0.00% | −38,897−89.5% | Reduced |
| Old National Bancorp | 4,611 | $460.0K | 0.02% | −39−0.8% | Reduced |
| First Business Financial Services, Inc. | 4,635 | $462.0K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 4,682 | $467.0K | 0.00% | +261+5.9% | Added |
| Corient Capital Partners, LLC | 4,736 | $472.0K | 0.03% | +633+15.4% | Added |
| Brinker Capital Investments, LLC | 4,609 | $473.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,885 | $488.0K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,049 | $504.0K | 0.00% | +79+1.6% | Added |
| Pacer Advisors, Inc. | 5,188 | $517.0K | 0.01% | +162+3.2% | Added |
| Signaturefd, LLC | 5,186 | $517.0K | 0.02% | +268+5.4% | Added |
| Lingohr & Partner Asset Management GmbH | 5,400 | $538.0K | 1.44% | 00.0% | Unchanged |