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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Bank of Montreal as of Dec 31, 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
488
+37 vs. Q3 2021
Shares held
267.5M
−6.68M (−2.4%) vs. Q3 2021
Total value
$28.9B
+$1.35B (+4.9%) vs. Q3 2021
New holders
69
146 more added
Sold out
32
154 more reduced

8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 488 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ4 2021: $28.9B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2021.

Institutions holding BMO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Leverty Financial Group, LLC4$00.00%+4New
Baystate Wealth Management LLC11$1.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.12$1.00K0.00%+12New
CoreCap Advisors, LLC12$1.00K0.00%+12New
Raffa Wealth Management, LLC13$1.40K0.00%00.0%Unchanged
Bell Investment Advisors, Inc23$2.00K0.00%−28−54.9%Reduced
HC Financial Advisors Inc20$2.00K0.00%00.0%Unchanged
Evoke Wealth, LLC21$2.00K0.00%+1+5.0%Added
Tarbox Family Office, Inc.25$3.00K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP32$3.00K0.00%+32New
Motco40$4.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC33$4.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC34$4.00K0.00%00.0%Unchanged
Financial Perspectives, Inc42$4.52K0.00%+42New
Mascoma Wealth Management LLC50$5.00K0.00%00.0%Unchanged
Vectors Research Management, LLC47$5.00K0.00%+1+2.2%Added
HM Payson & Co48$5.00K0.00%+48New
Rockbridge Investment Management, LCC52$6.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC56$6.00K0.00%+56New
EverSource Wealth Advisors, LLC63$6.00K0.00%+63New
Exane Derivatives65$6.97K0.00%00.0%Unchanged
Gradient Investments LLC66$7.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.70$7.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC65$7.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC75$8.00K0.00%+75New
MBM Wealth Consultants, LLC87$9.00K0.00%00.0%Unchanged
Earnest Partners LLC81$9.00K0.00%00.0%Unchanged
Retirement Group, LLC95$10.0K0.00%+95New
Mark Sheptoff Financial Planning, LLC100$11.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB100$11.0K0.00%+45+81.8%Added
CWM, LLC105$11.0K0.00%+105New
Assetmark, Inc115$12.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.109$12.0K0.00%+109New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC126$13.0K0.00%−126−50.0%Reduced
Financial Management Professionals, Inc.122$13.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC125$13.0K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC122$13.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC119$13.0K0.00%00.0%Unchanged
Outfitter Financial LLC125$13.0K0.01%+125New
Corbenic Partners LLC152$16.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc150$16.0K0.00%00.0%Unchanged
Leelyn Smith, LLC150$16.0K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC150$16.0K0.00%+150New
McIlrath & Eck, LLC160$17.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc164$18.0K0.00%00.0%Unchanged
Snowden Capital Advisors LLC169$18.0K0.00%+169New
NEXT Financial Group, Inc179$19.0K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC175$19.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC172$19.0K0.00%00.0%Unchanged
Cambridge Trust Co200$22.0K0.00%+200New
Sargent Bickham Lagudis LLC211$23.0K0.00%00.0%Unchanged
Financial Avengers, Inc.213$23.0K0.01%+113+113.0%Added
Bedel Financial Consulting, Inc.260$28.0K0.01%00.0%Unchanged
Proequities, Inc.256$28.0K0.00%+16+6.7%Added
IAG Wealth Partners, LLC289$31.0K0.01%00.0%Unchanged
Glassman Wealth Services286$31.0K0.01%+103+56.3%Added
Johnson Midwest Financial, LLC286$31.0K0.02%+286New
Banque Cantonale Vaudoise300$32.0K0.00%−600−66.7%Reduced
Reilly Financial Advisors, LLC300$32.0K0.00%−213−41.5%Reduced
Zions Bancorporation, N.A.317$34.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC312$34.0K0.00%+2+0.6%Added
Compagnie Lombard Odier SCmA340$37.0K0.00%00.0%Unchanged
Winch Advisory Services, LLC350$38.0K0.01%00.0%Unchanged
Central Trust Co385$41.0K0.00%−64−14.3%Reduced
Stonehage Fleming Financial Services Holdings Ltd393$42.0K0.00%+138+54.1%Added
Operose Advisors LLC426$46.0K0.04%+426New
Capital Analysts, LLC435$47.0K0.00%+2+0.5%Added
Ravenstone Capital Management Inc.453$48.7K0.03%−486−51.8%Reduced
Barrett Asset Management, LLC500$54.0K0.00%00.0%Unchanged
Kings Point Capital Management518$56.0K0.00%00.0%Unchanged
Duncker Streett & Co Inc526$57.0K0.01%00.0%Unchanged
Spire Wealth Management538$58.0K0.00%00.0%Unchanged
American Portfolios Advisors595$64.1K0.00%00.0%Unchanged
Princeton Global Asset Management LLC600$65.0K0.02%00.0%Unchanged
Cullen/Frost Bankers, Inc.612$66.0K0.00%00.0%Unchanged
NuWave Investment Management, LLC609$66.0K0.07%+201+49.3%Added
Crewe Advisors LLC615$66.0K0.01%+615New
State of Wyoming642$69.0K0.03%−702−52.2%Reduced
Lincluden Management Ltd661$71.0K0.01%00.0%Unchanged
Pinebridge Investments, L.P.554$75.0K0.00%−219−28.3%Reduced
Tower View Investment Management & Research LLC700$75.0K0.04%00.0%Unchanged
First Community Trust NA707$76.2K0.06%+707New
SRS Capital Advisors, Inc.743$80.0K0.01%+95+14.7%Added
Cowen Prime Advisors LLC753$81.0K0.03%00.0%Unchanged
Bray Capital Advisors800$86.0K0.02%00.0%Unchanged
Pacifica Partners Inc.770$87.0K0.06%−26−3.3%Reduced
Hudock, Inc.905$97.0K0.03%+3+0.3%Added
Castleview Partners, LLC10,772$100.0K0.00%+10,772New
Blue Bell Private Wealth Management, LLC960$103.0K0.03%+960New
Contravisory Investment Management, Inc.968$104.0K0.03%+968New
Iron Horse Wealth Management, LLC980$106.0K0.06%00.0%Unchanged
Washington Trust Co1,000$108.0K0.00%00.0%Unchanged
JNBA Financial Advisors1,000$108.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.1,000$108.0K0.02%00.0%Unchanged
Sandy Spring Bank1,039$112.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.1,094$117.8K0.04%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd1,162$124.0K0.02%00.0%Unchanged
Trust Co of Vermont1,255$135.0K0.01%+1,255New
Allworth Financial LP1,300$140.0K0.00%00.0%Unchanged
JJJ Advisors Inc.1,336$144.0K0.04%−5−0.4%Reduced