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 |
|---|---|---|---|---|---|
| Barclays PLC | 134,518 | $13.4M | 0.01% | +8,649+6.9% | Added |
| Schonfeld Strategic Advisors LLC | 133,900 | $13.4M | 0.15% | −7,800−5.5% | Reduced |
| Citigroup Inc | 133,085 | $13.3M | 0.01% | +5,364+4.2% | Added |
| NN Investment Partners Holdings N.V. | 131,869 | $13.2M | 0.07% | +4,246+3.3% | Added |
| Marshall Wace, LLP | 131,628 | $13.1M | 0.07% | +2,592+2.0% | Added |
| Burgundy Asset Management Ltd. | 130,000 | $13.0M | 0.13% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 121,287 | $12.1M | 0.43% | +8,728+7.8% | Added |
| STRS Ohio | 116,600 | $11.6M | 0.04% | 00.0% | Unchanged |
| Schroder Investment Management Group | 83,083 | $10.5M | 0.02% | −7,382−8.2% | Reduced |
| ClariVest Asset Management LLC | 103,256 | $10.3M | 0.33% | +103,256 | New |
| Parallax Volatility Advisers, L.P. | 102,228 | $10.2M | 0.11% | +102,228 | New |
| Mitsubishi UFJ Trust & Banking Corp | 62,771 | $10.1M | 0.02% | −10,475−14.3% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $9.57M | 1.19% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 94,427 | $9.43M | 1.37% | +739+0.8% | Added |
| PCJ Investment Counsel Ltd. | 92,510 | $9.22M | 3.32% | −19,390−17.3% | Reduced |
| Two Sigma Advisers, LP | 90,619 | $9.04M | 0.02% | +90,619 | New |
| Wellington Management Group LLP | 90,387 | $9.02M | 0.00% | +39,971+79.3% | Added |
| Eaton Vance Management | 91,517 | $8.80M | 0.01% | +94+0.1% | Added |
| APG Asset Management N.V. | 97,075 | $8.36M | 0.01% | −83,500−46.2% | Reduced |
| HighPoint Advisor Group LLC | 83,290 | $8.31M | 0.81% | +95+0.1% | Added |
| Investment Management Corp of Ontario | 82,820 | $8.26M | 0.53% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 82,420 | $8.22M | 0.04% | +6,170+8.1% | Added |
| Raymond James & Associates | 79,024 | $7.88M | 0.01% | −1,278−1.6% | Reduced |
| Claret Asset Management Corp | 76,619 | $7.64M | 1.31% | +2,122+2.8% | Added |
| Capital Fund Management S.A. | 75,940 | $7.57M | 0.20% | −14,001−15.6% | Reduced |
| Westpac Banking Corp | 53,342 | $6.75M | 0.07% | −5,632−9.5% | Reduced |
| Azimuth Capital Management LLC | 67,613 | $6.74M | 0.29% | +554+0.8% | Added |
| Northwest & Ethical Investments L.P. | 64,829 | $6.47M | 0.21% | +285+0.4% | Added |
| Virginia Retirement Systems Et Al | 61,200 | $6.11M | 0.06% | +900+1.5% | Added |
| AlphaCrest Capital Management LLC | 61,198 | $6.10M | 0.32% | −34,119−35.8% | Reduced |
| M&T Bank Corp | 58,525 | $5.84M | 0.03% | +129+0.2% | Added |
| LPL Financial LLC | 55,698 | $5.55M | 0.01% | +1,058+1.9% | Added |
| Legacy Capital Partners, Inc. | 55,593 | $5.54M | 2.01% | +95+0.2% | Added |
| Alliancebernstein L.P. | 54,709 | $5.46M | 0.00% | −584−1.1% | Reduced |
| HAP Trading, LLC | 54,352 | $5.42M | 0.40% | +54,352 | New |
| Cumberland Partners Ltd | 53,906 | $5.38M | 0.44% | +3,750+7.5% | Added |
| Stifel Financial Corp | 53,156 | $5.30M | 0.01% | +7,440+16.3% | Added |
| Natixis | 51,662 | $5.16M | 0.02% | −2,725−5.0% | Reduced |
| Twin Tree Management, LP | 51,515 | $5.14M | 0.15% | +51,515 | New |
| Susquehanna Fundamental Investments, LLC | 50,343 | $5.03M | 0.09% | +50,343 | New |
| Shell Asset Management Co | 46,343 | $4.63M | 0.10% | −5,912−11.3% | Reduced |
| Crossmark Global Holdings, Inc. | 43,893 | $4.38M | 0.10% | +746+1.7% | Added |
| Rockefeller Capital Management L.P. | 42,984 | $4.29M | 0.02% | +2,374+5.8% | Added |
| Private Advisor Group, LLC | 39,121 | $3.90M | 0.02% | +18,710+91.7% | Added |
| Rathbone Brothers plc | 37,815 | $3.77M | 0.04% | −910−2.3% | Reduced |
| American Century Companies Inc | 36,940 | $3.69M | 0.00% | +2,017+5.8% | Added |
| Brewin Dolphin Ltd | 36,529 | $3.64M | 0.15% | −1,762−4.6% | Reduced |
| Advisor Group Holdings, Inc. | 35,488 | $3.55M | 0.01% | −952−2.6% | Reduced |
| Baird Financial Group, Inc. | 35,475 | $3.54M | 0.01% | +338+1.0% | Added |
| Ameriprise Financial Inc | 34,837 | $3.47M | 0.00% | +896+2.6% | Added |
| Envestnet Asset Management Inc | 34,304 | $3.42M | 0.00% | −470−1.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 33,380 | $3.33M | 0.58% | +4,310+14.8% | Added |
| LSV Asset Management | 32,900 | $3.28M | 0.01% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 31,698 | $3.16M | 1.56% | −790−2.4% | Reduced |
| Addenda Capital Inc. | 24,982 | $3.16M | 0.15% | +156+0.6% | Added |
| Ensign Peak Advisors, Inc | 30,429 | $3.03M | 0.01% | +400+1.3% | Added |
| Pendal Group Limited | 30,317 | $3.02M | 0.02% | −217,881−87.8% | Reduced |
| Credential Qtrade Securities Inc. | 29,031 | $2.90M | 0.22% | +56+0.2% | Added |
| US Bancorp | 28,129 | $2.81M | 0.01% | +3,371+13.6% | Added |
| Cutler Group LP | 27,398 | $2.73M | 0.21% | +27,398 | New |
| Wolverine Trading, LLC | 27,009 | $2.71M | 0.06% | +27,009 | New |
| Magnetar Financial LLC | 26,364 | $2.63M | 0.03% | +26,364 | New |
| WoodTrust Financial Corp | 25,879 | $2.58M | 0.61% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 25,325 | $2.52M | 0.01% | +619+2.5% | Added |
| Bridgeway Capital Management, LLC | 25,200 | $2.51M | 0.05% | +25,200 | New |
| Resources Management Corp | 25,120 | $2.50M | 0.36% | −300−1.2% | Reduced |
| Squarepoint Ops LLC | 24,389 | $2.43M | 0.02% | +13,298+119.9% | Added |
| Price T Rowe Associates Inc | 23,460 | $2.34M | 0.00% | +49+0.2% | Added |
| Assenagon Asset Management S.A. | 23,383 | $2.33M | 0.01% | +9,349+66.6% | Added |
| Commonwealth Equity Services, LLC | 23,006 | $2.29M | 0.01% | −544−2.3% | Reduced |
| Truist Financial Corp | 21,799 | $2.17M | 0.00% | −776−3.4% | Reduced |
| Walleye Trading LLC | 21,376 | $2.13M | 0.05% | +21,376 | New |
| Cubist Systematic Strategies, LLC | 20,810 | $2.08M | 0.03% | +10,906+110.1% | Added |
| Manitou Investment Management Ltd. | 20,410 | $2.04M | 0.37% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 19,710 | $1.97M | 0.90% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,220 | $1.92M | 0.05% | +3,923+25.6% | Added |
| Unigestion Holding SA | 18,927 | $1.89M | 0.08% | −11,036−36.8% | Reduced |
| Associated Banc-Corp | 18,626 | $1.86M | 0.07% | −1,570−7.8% | Reduced |
| DRW Securities, LLC | 18,600 | $1.85M | 0.55% | +18,600 | New |
| Lorne Steinberg Wealth Management Inc. | 17,677 | $1.75M | 0.85% | −2,240−11.2% | Reduced |
| NorthRock Partners, LLC | 17,384 | $1.74M | 0.14% | +21+0.1% | Added |
| Natixis Advisors, L.P. | 16,959 | $1.69M | 0.01% | −1,299−7.1% | Reduced |
| Wetherby Asset Management Inc | 16,539 | $1.65M | 0.10% | +423+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 16,520 | $1.65M | 0.00% | +155+0.9% | Added |
| Nexus Investment Management ULC | 16,544 | $1.64M | 0.18% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 16,260 | $1.62M | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 16,250 | $1.61M | 0.99% | −1,961−10.8% | Reduced |
| MML Investors Services, LLC | 15,540 | $1.55M | 0.01% | +49+0.3% | Added |
| Hexavest Inc. | 15,433 | $1.54M | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 15,203 | $1.52M | 0.00% | −1,741−10.3% | Reduced |
| Vontobel Holding Ltd. | 15,064 | $1.50M | 0.01% | +12,515+491.0% | Added |
| Essex Financial Services, Inc. | 14,940 | $1.49M | 0.17% | −5,923−28.4% | Reduced |
| Naples Global Advisors, LLC | 14,912 | $1.49M | 0.20% | −100−0.7% | Reduced |
| Curbstone Financial Management Corp | 14,710 | $1.47M | 0.28% | +210+1.4% | Added |
| Davis-Rea Ltd. | 14,620 | $1.45M | 0.71% | −352−2.4% | Reduced |
| Voloridge Investment Management, LLC | 14,206 | $1.42M | 0.01% | +2,654+23.0% | Added |
| Van Eck Associates Corp | 14,003 | $1.40M | 0.00% | +1,308+10.3% | Added |
| Quantbot Technologies LP | 12,969 | $1.29M | 0.09% | +12,969 | New |
| Edgestream Partners, L.P. | 12,102 | $1.21M | 0.07% | +12,102 | New |
| Andra AP-fonden | 9,500 | $1.20M | 0.02% | −3,400−26.4% | Reduced |