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 |
|---|---|---|---|---|---|
| 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 |
| Bluestein R H & Co | 3,000 | $299.0K | 0.01% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,936 | $293.0K | 0.16% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,920 | $291.0K | 0.11% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,833 | $283.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,827 | $282.0K | 0.01% | +2,827 | New |
| Patten & Patten Inc | 2,783 | $278.0K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,771 | $276.0K | 0.01% | +149+5.7% | Added |
| Quadrant Capital Group LLC | 2,726 | $272.0K | 0.04% | +122+4.7% | Added |
| Cordasco Financial Network | 2,712 | $271.0K | 0.18% | +2+0.1% | Added |
| Checchi Capital Advisers, LLC | 2,706 | $270.0K | 0.03% | +76+2.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 2,700 | $269.0K | 0.06% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,657 | $265.0K | 0.09% | 00.0% | Unchanged |
| JustInvest LLC | 2,654 | $265.0K | 0.02% | +2,654 | New |
| West Family Investments, Inc. | 2,650 | $264.0K | 0.07% | −55−2.0% | Reduced |
| 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 |
| 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 |
| Petrus Trust Company, LTA | 2,549 | $254.0K | 0.03% | +2,549 | New |
| AdvisorNet Financial, Inc | 2,520 | $251.0K | 0.02% | −40−1.6% | Reduced |
| Schmidt P J Investment Management Inc | 2,242 | $249.0K | 0.05% | −211−8.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,451 | $243.0K | 0.01% | +521+27.0% | Added |
| Westover Capital Advisors, LLC | 2,400 | $239.0K | 0.07% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,391 | $238.0K | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $237.5K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,364 | $236.0K | 0.01% | +29+1.2% | Added |
| Credit Agricole S A | 2,361 | $235.0K | 0.01% | +156+7.1% | Added |
| Annex Advisory Services, LLC | 2,345 | $234.0K | 0.02% | −1,919−45.0% | Reduced |
| Oarsman Capital, Inc. | 2,337 | $233.0K | 0.09% | 00.0% | Unchanged |
| Landaas & Co | 2,326 | $232.0K | 0.13% | −500−17.7% | 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 |
| CIBC Private Wealth Group, LLC | 2,244 | $224.0K | 0.00% | −4,397−66.2% | Reduced |
| Pathstone Family Office, LLC | 2,235 | $223.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,225 | $222.0K | 0.01% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,220 | $221.0K | 0.07% | 00.0% | Unchanged |
| Diversified Trust Co | 2,168 | $216.0K | 0.01% | +20+0.9% | Added |
| Investors Research Corp | 2,157 | $215.0K | 0.07% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,150 | $214.0K | 0.01% | −117−5.2% | Reduced |
| Mutual Advisors, LLC | 2,123 | $212.0K | 0.01% | +2,123 | New |
| Lindbrook Capital, LLC | 2,120 | $211.0K | 0.06% | +101+5.0% | Added |
| 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 |
| Buckhead Capital Management LLC | 2,091 | $209.0K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,083 | $208.0K | 0.01% | +32+1.6% | Added |
| Ashton Thomas Private Wealth, LLC | 2,079 | $207.3K | 0.03% | −545−20.8% | Reduced |
| Ausdal Financial Partners, Inc. | 2,071 | $207.0K | 0.03% | −43−2.0% | Reduced |
| Belpointe Asset Management LLC | 2,057 | $205.0K | 0.01% | +2,057 | New |
| Boston Trust Walden Corp | 2,050 | $204.0K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,031 | $203.0K | 0.01% | +2,031 | New |
| 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 |
| Isthmus Partners, LLC | 2,007 | $200.0K | 0.04% | −2,167−51.9% | Reduced |
| Captrust Financial Advisors | 1,941 | $194.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| PEAK6 Investments LLC | 1,808 | $180.0K | 0.00% | −11,010−85.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,778 | $177.0K | 0.01% | +100+6.0% | 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 |
| Caldwell Trust Co | 1,500 | $149.6K | 0.02% | +500+50.0% | Added |
| Webster Bank, N. A. | 1,400 | $140.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,396 | $139.0K | 0.00% | +158+12.8% | Added |
| 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 |
| Bartlett & Co. LLC | 1,330 | $133.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $132.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,300 | $130.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $116.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,094 | $109.1K | 0.04% | −1−0.1% | Reduced |
| 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 |
| Firestone Capital Management | 1,000 | $103.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Ravenstone Capital Management Inc. | 939 | $93.1K | 0.07% | +939 | New |
| Banque Cantonale Vaudoise | 900 | $90.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 902 | $90.0K | 0.03% | +3+0.3% | Added |
| Kowal Investment Group, LLC | 869 | $87.0K | 0.03% | +869 | New |
| Pacifica Partners Inc. | 796 | $81.0K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $80.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $75.0K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 700 | $70.0K | 0.04% | +700 | New |
| Lincluden Management Ltd | 661 | $66.0K | 0.01% | −16,674−96.2% | Reduced |
| SRS Capital Advisors, Inc. | 648 | $65.0K | 0.01% | +29+4.7% | Added |
| Whittier Trust Co | 631 | $63.0K | 0.00% | +226+55.8% | Added |
| Cullen/Frost Bankers, Inc. | 612 | $61.0K | 0.00% | +600+5,000.0% | Added |
| Princeton Global Asset Management LLC | 600 | $60.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 595 | $59.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 538 | $54.0K | 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 |
| Reilly Financial Advisors, LLC | 513 | $51.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 500 | $50.0K | 0.00% | 00.0% | Unchanged |