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 |
|---|---|---|---|---|---|
| US Bancorp | 28,129 | $2.81M | 0.01% | +3,371+13.6% | Added |
| Credential Qtrade Securities Inc. | 29,031 | $2.90M | 0.22% | +56+0.2% | Added |
| Pendal Group Limited | 30,317 | $3.02M | 0.02% | −217,881−87.8% | Reduced |
| Ensign Peak Advisors, Inc | 30,429 | $3.03M | 0.01% | +400+1.3% | Added |
| Addenda Capital Inc. | 24,982 | $3.16M | 0.15% | +156+0.6% | Added |
| Silver Lake Advisory, LLC | 31,698 | $3.16M | 1.56% | −790−2.4% | Reduced |
| LSV Asset Management | 32,900 | $3.28M | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 33,380 | $3.33M | 0.58% | +4,310+14.8% | Added |
| Envestnet Asset Management Inc | 34,304 | $3.42M | 0.00% | −470−1.4% | Reduced |
| Ameriprise Financial Inc | 34,837 | $3.47M | 0.00% | +896+2.6% | Added |
| Baird Financial Group, Inc. | 35,475 | $3.54M | 0.01% | +338+1.0% | Added |
| Advisor Group Holdings, Inc. | 35,488 | $3.55M | 0.01% | −952−2.6% | Reduced |
| Brewin Dolphin Ltd | 36,529 | $3.64M | 0.15% | −1,762−4.6% | Reduced |
| American Century Companies Inc | 36,940 | $3.69M | 0.00% | +2,017+5.8% | Added |
| Rathbone Brothers plc | 37,815 | $3.77M | 0.04% | −910−2.3% | Reduced |
| Private Advisor Group, LLC | 39,121 | $3.90M | 0.02% | +18,710+91.7% | Added |
| Rockefeller Capital Management L.P. | 42,984 | $4.29M | 0.02% | +2,374+5.8% | Added |
| Crossmark Global Holdings, Inc. | 43,893 | $4.38M | 0.10% | +746+1.7% | Added |
| Shell Asset Management Co | 46,343 | $4.63M | 0.10% | −5,912−11.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 50,343 | $5.03M | 0.09% | +50,343 | New |
| Twin Tree Management, LP | 51,515 | $5.14M | 0.15% | +51,515 | New |
| Natixis | 51,662 | $5.16M | 0.02% | −2,725−5.0% | Reduced |
| Stifel Financial Corp | 53,156 | $5.30M | 0.01% | +7,440+16.3% | Added |
| Cumberland Partners Ltd | 53,906 | $5.38M | 0.44% | +3,750+7.5% | Added |
| HAP Trading, LLC | 54,352 | $5.42M | 0.40% | +54,352 | New |
| Alliancebernstein L.P. | 54,709 | $5.46M | 0.00% | −584−1.1% | Reduced |
| Legacy Capital Partners, Inc. | 55,593 | $5.54M | 2.01% | +95+0.2% | Added |
| LPL Financial LLC | 55,698 | $5.55M | 0.01% | +1,058+1.9% | Added |
| M&T Bank Corp | 58,525 | $5.84M | 0.03% | +129+0.2% | Added |
| AlphaCrest Capital Management LLC | 61,198 | $6.10M | 0.32% | −34,119−35.8% | Reduced |
| Virginia Retirement Systems Et Al | 61,200 | $6.11M | 0.06% | +900+1.5% | Added |
| Northwest & Ethical Investments L.P. | 64,829 | $6.47M | 0.21% | +285+0.4% | Added |
| Azimuth Capital Management LLC | 67,613 | $6.74M | 0.29% | +554+0.8% | Added |
| Westpac Banking Corp | 53,342 | $6.75M | 0.07% | −5,632−9.5% | Reduced |
| Capital Fund Management S.A. | 75,940 | $7.57M | 0.20% | −14,001−15.6% | Reduced |
| Claret Asset Management Corp | 76,619 | $7.64M | 1.31% | +2,122+2.8% | Added |
| Raymond James & Associates | 79,024 | $7.88M | 0.01% | −1,278−1.6% | Reduced |
| Marshall Wace North America L.P. | 82,420 | $8.22M | 0.04% | +6,170+8.1% | Added |
| Investment Management Corp of Ontario | 82,820 | $8.26M | 0.53% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 83,290 | $8.31M | 0.81% | +95+0.1% | Added |
| APG Asset Management N.V. | 97,075 | $8.36M | 0.01% | −83,500−46.2% | Reduced |
| Eaton Vance Management | 91,517 | $8.80M | 0.01% | +94+0.1% | Added |
| Wellington Management Group LLP | 90,387 | $9.02M | 0.00% | +39,971+79.3% | Added |
| Two Sigma Advisers, LP | 90,619 | $9.04M | 0.02% | +90,619 | New |
| PCJ Investment Counsel Ltd. | 92,510 | $9.22M | 3.32% | −19,390−17.3% | Reduced |
| K.J. Harrison & Partners Inc | 94,427 | $9.43M | 1.37% | +739+0.8% | Added |
| American Assets Investment Management, LLC | 96,000 | $9.57M | 1.19% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 62,771 | $10.1M | 0.02% | −10,475−14.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 102,228 | $10.2M | 0.11% | +102,228 | New |
| ClariVest Asset Management LLC | 103,256 | $10.3M | 0.33% | +103,256 | New |
| Schroder Investment Management Group | 83,083 | $10.5M | 0.02% | −7,382−8.2% | Reduced |
| STRS Ohio | 116,600 | $11.6M | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 121,287 | $12.1M | 0.43% | +8,728+7.8% | Added |
| Burgundy Asset Management Ltd. | 130,000 | $13.0M | 0.13% | 00.0% | Unchanged |
| Marshall Wace, LLP | 131,628 | $13.1M | 0.07% | +2,592+2.0% | Added |
| NN Investment Partners Holdings N.V. | 131,869 | $13.2M | 0.07% | +4,246+3.3% | Added |
| Citigroup Inc | 133,085 | $13.3M | 0.01% | +5,364+4.2% | Added |
| Schonfeld Strategic Advisors LLC | 133,900 | $13.4M | 0.15% | −7,800−5.5% | Reduced |
| Barclays PLC | 134,518 | $13.4M | 0.01% | +8,649+6.9% | Added |
| Korea Investment CORP | 134,600 | $13.4M | 0.04% | −138,000−50.6% | Reduced |
| Federated Hermes, Inc. | 136,580 | $13.6M | 0.03% | +3,574+2.7% | Added |
| USS Investment Management Ltd | 142,868 | $14.3M | 0.12% | +142,868 | New |
| Jarislowsky, Fraser Ltd | 147,170 | $14.7M | 0.07% | +3,720+2.6% | Added |
| Jane Street Group, LLC | 147,448 | $14.7M | 0.04% | +51,491+53.7% | Added |
| St Germain D J Co Inc | 148,299 | $14.8M | 0.91% | −8,245−5.3% | Reduced |
| D. E. Shaw & Co., Inc. | 151,514 | $15.1M | 0.02% | +59,114+64.0% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 164,770 | $16.4M | 1.17% | +2,040+1.3% | Added |
| Man Group plc | 168,551 | $16.8M | 0.06% | −504,853−75.0% | Reduced |
| Forsta Ap-Fonden | 169,200 | $16.9M | 0.19% | +9,500+5.9% | Added |
| Hillsdale Investment Management Inc. | 174,230 | $17.4M | 1.34% | −26,350−13.1% | Reduced |
| AMP Capital Investors Ltd | 179,047 | $17.9M | 0.10% | −43,643−19.6% | Reduced |
| Dorchester Wealth Management Co | 181,364 | $18.0M | 4.43% | −9,420−4.9% | Reduced |
| Neuberger Berman Group LLC | 184,065 | $18.6M | 0.02% | −2,727−1.5% | Reduced |
| Candriam Luxembourg S.C.A. | 187,726 | $18.7M | 0.13% | −899−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 188,020 | $18.8M | 0.17% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 188,958 | $18.9M | 0.04% | +16,100+9.3% | Added |
| UBS Group AG | 191,093 | $19.1M | 0.01% | +2,446+1.3% | Added |
| Citadel Advisors LLC | 195,610 | $19.5M | 0.02% | +95,545+95.5% | Added |
| Janus Henderson Group PLC | 196,346 | $19.6M | 0.01% | −7,340−3.6% | Reduced |
| Wells Fargo & Company | 197,539 | $19.7M | 0.00% | +10,311+5.5% | Added |
| Aviva PLC | 198,129 | $19.7M | 0.09% | −23,459−10.6% | Reduced |
| DekaBank Deutsche Girozentrale | 199,636 | $20.0M | 0.06% | +23,368+13.3% | Added |
| Gluskin Sheff & Assoc Inc | 200,893 | $20.1M | 0.84% | +9,506+5.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 206,775 | $20.6M | 0.11% | +45,655+28.3% | Added |
| Russell Investments Group, Ltd. | 206,837 | $20.6M | 0.03% | −121,462−37.0% | Reduced |
| AXA S.A. | 213,196 | $21.3M | 0.06% | −90,222−29.7% | Reduced |
| Rempart Asset Management Inc. | 221,095 | $22.1M | 4.65% | −2,255−1.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $22.3M | 0.24% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 185,420 | $23.3M | 4.49% | −1,650−0.9% | Reduced |
| Pictet Asset Management SA | 253,257 | $25.3M | 0.03% | +253,257 | New |
| Quadrature Capital Ltd | 275,800 | $27.3M | 0.99% | +7,000+2.6% | Added |
| Parametric Portfolio Associates LLC | 302,534 | $30.2M | 0.02% | +9,888+3.4% | Added |
| Northern Trust Corp | 310,516 | $31.0M | 0.01% | −153,055−33.0% | Reduced |
| AMF Pensionsforsakring AB | 312,910 | $31.2M | 0.23% | −56,541−15.3% | Reduced |
| Guardian Capital Advisors LP | 334,536 | $33.6M | 3.49% | +2,698+0.8% | Added |
| MUFG Securities (Canada), Ltd. | 346,023 | $34.6M | 1.40% | +1,501+0.4% | Added |
| Todd Asset Management LLC | 348,912 | $34.8M | 0.80% | +4,682+1.4% | Added |
| British Columbia Investment Management Corp | 368,506 | $36.7M | 0.22% | −343,246−48.2% | Reduced |
| BlackRock Inc. | 393,368 | $39.2M | 0.00% | −420.0% | Reduced |
| Public Sector Pension Investment Board | 440,781 | $44.0M | 0.26% | −320,440−42.1% | Reduced |