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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $538.4K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 5,473 | $546.0K | 0.18% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,522 | $551.0K | 0.05% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,609 | $559.0K | 0.16% | −235−4.0% | Reduced |
| Quilter Plc | 5,746 | $573.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,758 | $574.0K | 0.01% | +24+0.4% | Added |
| Glenmede Trust Co NA | 5,796 | $577.0K | 0.00% | +289+5.2% | Added |
| Boston Private Wealth LLC | 5,780 | $577.0K | 0.01% | +2,436+72.8% | Added |
| Atlas Capital Advisors LLC | 5,803 | $578.7K | 0.09% | +208+3.7% | Added |
| The PNC Financial Services Group, Inc. | 5,978 | $596.0K | 0.00% | +874+17.1% | Added |
| Mercer Global Advisors Inc | 6,209 | $619.0K | 0.00% | +1,027+19.8% | Added |
| David Loasby | 6,384 | $637.0K | 0.08% | +160+2.6% | Added |
| Nwam LLC | 6,434 | $642.0K | 0.06% | +24+0.4% | Added |
| Vident Investment Advisory, LLC | 6,488 | $647.0K | 0.02% | +1,227+23.3% | Added |
| Gulf International Bank (UK) Ltd | 6,543 | $652.0K | 0.01% | −330−4.8% | Reduced |
| Cresset Asset Management, LLC | 6,589 | $657.0K | 0.01% | +523+8.6% | Added |
| Burney Co | 6,619 | $660.0K | 0.03% | +232+3.6% | Added |
| Busey Wealth Management | 6,620 | $660.0K | 0.03% | +400+6.4% | Added |
| Focus Financial Network, Inc. | 6,803 | $678.5K | 0.09% | −13−0.2% | Reduced |
| Veriti Management LLC | 7,034 | $702.0K | 0.10% | +3,421+94.7% | Added |
| Cetera Advisor Networks LLC | 7,058 | $704.0K | 0.01% | +1,143+19.3% | Added |
| Marathon Capital Management | 7,180 | $717.0K | 0.16% | −150−2.0% | Reduced |
| Vaughan & Co Securities, Inc. | 7,287 | $727.0K | 0.54% | +7,287 | New |
| Trexquant Investment LP | 7,324 | $730.0K | 0.06% | +7,324 | New |
| Oppenheimer & Co Inc | 7,536 | $752.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 7,542 | $752.0K | 0.01% | +7,542 | New |
| Premier Asset Management LLC | 7,584 | $756.0K | 0.10% | +7,584 | New |
| Cambridge Investment Research Advisors, Inc. | 7,686 | $766.0K | 0.00% | −342−4.3% | Reduced |
| Blair William & Co | 8,214 | $819.0K | 0.00% | +4,386+114.6% | Added |
| Kestra Advisory Services, LLC | 8,238 | $822.0K | 0.01% | −370−4.3% | Reduced |
| Segall Bryant & Hamill, LLC | 8,252 | $824.0K | 0.01% | +1,000+13.8% | Added |
| Berger Financial Group, Inc | 8,346 | $832.0K | 0.15% | −45−0.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 8,353 | $833.0K | 0.06% | −2,903−25.8% | Reduced |
| Fifth Third Bancorp | 8,536 | $851.0K | 0.00% | −426−4.8% | Reduced |
| Baskin Financial Services Inc. | 8,672 | $864.0K | 0.08% | −555−6.0% | Reduced |
| Harbour Investments, Inc. | 8,770 | $875.0K | 0.03% | +440+5.3% | Added |
| Ipswich Investment Management Co., Inc. | 8,802 | $878.0K | 0.22% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 8,850 | $883.0K | 0.18% | +255+3.0% | Added |
| Crescent Grove Advisors, LLC | 9,164 | $914.0K | 0.10% | −146−1.6% | Reduced |
| AE Wealth Management LLC | 9,210 | $918.0K | 0.01% | −147−1.6% | Reduced |
| Johnson Financial Group, Inc. | 9,272 | $925.0K | 0.06% | −60−0.6% | Reduced |
| Polar Asset Management Partners Inc. | 9,437 | $941.0K | 0.01% | −242,200−96.2% | Reduced |
| Cigna Investments Inc | 9,655 | $964.0K | 0.07% | −95−1.0% | Reduced |
| Geneos Wealth Management Inc. | 9,993 | $1.01M | 0.04% | −711−6.6% | Reduced |
| NorthCoast Asset Management LLC | 10,102 | $1.01M | 0.04% | +10,102 | New |
| Advisor Partners LLC | 10,104 | $1.01M | 0.07% | −152−1.5% | Reduced |
| State Street Corp | 10,148 | $1.01M | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 10,268 | $1.02M | 0.07% | 00.0% | Unchanged |
| Financial Counselors Inc | 10,583 | $1.05M | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,670 | $1.06M | 0.02% | +1,315+14.1% | Added |
| Creative Planning | 10,853 | $1.08M | 0.00% | −22,274−67.2% | Reduced |
| North Star Asset Management Inc | 10,853 | $1.08M | 0.06% | +581+5.7% | Added |
| O'Shaughnessy Asset Management, LLC | 11,240 | $1.12M | 0.02% | −162,857−93.5% | Reduced |
| First American Bank | 11,558 | $1.15M | 0.07% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 11,648 | $1.16M | 0.07% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 11,663 | $1.16M | 0.21% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,771 | $1.18M | 0.00% | +7,001+146.8% | Added |
| Summit Global Investments | 11,830 | $1.18M | 0.09% | +6,559+124.4% | Added |
| Comerica Bank | 10,792 | $1.18M | 0.01% | −25,462−70.2% | Reduced |
| Andra AP-fonden | 9,500 | $1.20M | 0.02% | −3,400−26.4% | Reduced |
| Edgestream Partners, L.P. | 12,102 | $1.21M | 0.07% | +12,102 | New |
| Quantbot Technologies LP | 12,969 | $1.29M | 0.09% | +12,969 | New |
| Van Eck Associates Corp | 14,003 | $1.40M | 0.00% | +1,308+10.3% | Added |
| Voloridge Investment Management, LLC | 14,206 | $1.42M | 0.01% | +2,654+23.0% | Added |
| Davis-Rea Ltd. | 14,620 | $1.45M | 0.71% | −352−2.4% | Reduced |
| Curbstone Financial Management Corp | 14,710 | $1.47M | 0.28% | +210+1.4% | Added |
| Naples Global Advisors, LLC | 14,912 | $1.49M | 0.20% | −100−0.7% | Reduced |
| Essex Financial Services, Inc. | 14,940 | $1.49M | 0.17% | −5,923−28.4% | Reduced |
| Vontobel Holding Ltd. | 15,064 | $1.50M | 0.01% | +12,515+491.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,203 | $1.52M | 0.00% | −1,741−10.3% | Reduced |
| Hexavest Inc. | 15,433 | $1.54M | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,540 | $1.55M | 0.01% | +49+0.3% | Added |
| Tacita Capital Inc | 16,250 | $1.61M | 0.99% | −1,961−10.8% | Reduced |
| DSM Capital Partners LLC | 16,260 | $1.62M | 0.02% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 16,544 | $1.64M | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16,520 | $1.65M | 0.00% | +155+0.9% | Added |
| Wetherby Asset Management Inc | 16,539 | $1.65M | 0.10% | +423+2.6% | Added |
| Natixis Advisors, L.P. | 16,959 | $1.69M | 0.01% | −1,299−7.1% | Reduced |
| NorthRock Partners, LLC | 17,384 | $1.74M | 0.14% | +21+0.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 17,677 | $1.75M | 0.85% | −2,240−11.2% | Reduced |
| DRW Securities, LLC | 18,600 | $1.85M | 0.55% | +18,600 | New |
| Associated Banc-Corp | 18,626 | $1.86M | 0.07% | −1,570−7.8% | Reduced |
| Unigestion Holding SA | 18,927 | $1.89M | 0.08% | −11,036−36.8% | Reduced |
| Stratos Wealth Partners, LTD. | 19,220 | $1.92M | 0.05% | +3,923+25.6% | Added |
| Portland Investment Counsel Inc. | 19,710 | $1.97M | 0.90% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 20,410 | $2.04M | 0.37% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 20,810 | $2.08M | 0.03% | +10,906+110.1% | Added |
| Walleye Trading LLC | 21,376 | $2.13M | 0.05% | +21,376 | New |
| Truist Financial Corp | 21,799 | $2.17M | 0.00% | −776−3.4% | Reduced |
| Commonwealth Equity Services, LLC | 23,006 | $2.29M | 0.01% | −544−2.3% | Reduced |
| Assenagon Asset Management S.A. | 23,383 | $2.33M | 0.01% | +9,349+66.6% | Added |
| Price T Rowe Associates Inc | 23,460 | $2.34M | 0.00% | +49+0.2% | Added |
| Squarepoint Ops LLC | 24,389 | $2.43M | 0.02% | +13,298+119.9% | Added |
| Resources Management Corp | 25,120 | $2.50M | 0.36% | −300−1.2% | Reduced |
| Bridgeway Capital Management, LLC | 25,200 | $2.51M | 0.05% | +25,200 | New |
| HighTower Advisors, LLC | 25,325 | $2.52M | 0.01% | +619+2.5% | Added |
| WoodTrust Financial Corp | 25,879 | $2.58M | 0.61% | 00.0% | Unchanged |
| Magnetar Financial LLC | 26,364 | $2.63M | 0.03% | +26,364 | New |
| Wolverine Trading, LLC | 27,009 | $2.71M | 0.06% | +27,009 | New |
| Cutler Group LP | 27,398 | $2.73M | 0.21% | +27,398 | New |