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
Q4 2021 vs. Q3 2021
How the institutions holding Bank of Montreal changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 459 | 8 | 488 | +37 |
| Shares | 275.4M | 1.23M | 267.5M | −6.68M (−2.4%) |
| Value | $27.7B | $122.9M | $28.9B | +$1.35B (+4.9%) |
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (69)
Institutions that held Bank of Montreal at the end of Q4 2021 but not at the end of Q3 2021.
Sold out (32)
Institutions that held Bank of Montreal at the end of Q3 2021 and filed for Q4 2021 without it.
Not filed for Q4 2021 yet (8)
Institutions that held Bank of Montreal at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Marshall Wace Asia Ltd | 1,037,899 | $103.6M |
| HighPoint Advisor Group LLC | 83,290 | $8.31M |
| Marshall Wace North America L.P. | 82,420 | $8.22M |
| Hexavest Inc. | 15,433 | $1.54M |
| NorthCoast Asset Management LLC | 10,102 | $1.01M |
| Ameritas Investment Company, LLC | 2,293 | $229.0K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 331 | $32.9K |
| Berman Capital Advisors, LLC | 55 | $5.00K |