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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,396 | $150.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $151.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,500 | $161.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,532 | $165.0K | 0.00% | +901+142.8% | Added |
| Bessemer Group Inc | 1,622 | $174.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,611 | $174.0K | 0.00% | +568+54.5% | Added |
| Knights of Columbus Asset Advisors LLC | 1,783 | $192.0K | 0.02% | −157−8.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,778 | $192.0K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,874 | $202.0K | 0.02% | +1,874 | New |
| Smith, Moore & Co. | 1,890 | $204.0K | 0.03% | +1,890 | New |
| Buckhead Capital Management LLC | 1,907 | $205.0K | 0.04% | −184−8.8% | Reduced |
| Avantax Advisory Services, Inc. | 1,898 | $205.0K | 0.00% | +1,898 | New |
| Davenport & Co LLC | 1,913 | $206.0K | 0.00% | +1,913 | New |
| Wealthsimple Inc. | 1,912 | $206.0K | 0.01% | +1,912 | New |
| Ellenbecker Investment Group | 1,922 | $207.0K | 0.06% | +1,922 | New |
| Tudor Investment Corp Et Al | 1,951 | $210.0K | 0.00% | +1,951 | New |
| Southland Equity Partners LLC | 1,965 | $211.7K | 0.09% | +1,965 | New |
| RMB Capital Management, LLC | 1,965 | $212.0K | 0.01% | +1,965 | New |
| Bridges Investment Management Inc | 2,000 | $215.0K | 0.01% | +2,000 | New |
| SNS Financial Group, LLC | 2,025 | $218.0K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,071 | $223.0K | 0.03% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,085 | $225.0K | 0.00% | −2,964−58.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 2,107 | $227.0K | 0.02% | +10.0% | Added |
| BDO Wealth Advisors, LLC | 2,110 | $227.0K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,123 | $229.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,127 | $229.0K | 0.03% | +7+0.3% | Added |
| Investors Research Corp | 2,157 | $232.0K | 0.07% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,150 | $232.0K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 2,161 | $233.0K | 0.03% | −440−16.9% | Reduced |
| Diversified Trust Co | 2,168 | $234.0K | 0.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,175 | $234.0K | 0.00% | +125+6.1% | Added |
| Independent Advisor Alliance | 2,179 | $235.0K | 0.01% | +96+4.6% | Added |
| REDW Wealth LLC | 2,220 | $239.0K | 0.07% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,225 | $240.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,235 | $241.0K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,300 | $248.0K | 0.00% | +2,300 | New |
| Oarsman Capital, Inc. | 2,323 | $250.0K | 0.10% | −14−0.6% | Reduced |
| Landaas & Co | 2,326 | $251.0K | 0.13% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,349 | $253.0K | 0.07% | −301−11.4% | Reduced |
| Schmidt P J Investment Management Inc | 2,242 | $254.0K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 2,361 | $254.0K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,359 | $254.1K | 0.04% | −4,444−65.3% | Reduced |
| Ameritas Advisory Services, LLC | 2,386 | $257.0K | 0.01% | +2,386 | New |
| Bogart Wealth, LLC | 2,391 | $258.0K | 0.02% | 00.0% | Unchanged |
| Wendell David Associates Inc | 2,400 | $259.0K | 0.03% | −1,609−40.1% | Reduced |
| Westover Capital Advisors, LLC | 2,400 | $259.0K | 0.08% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,422 | $261.0K | 0.08% | −1,717−41.5% | Reduced |
| Cordasco Financial Network | 2,455 | $264.0K | 0.16% | −257−9.5% | Reduced |
| Bluestein R H & Co | 2,500 | $269.0K | 0.01% | −500−16.7% | Reduced |
| Integrated Wealth Concepts LLC | 2,494 | $269.0K | 0.01% | −94−3.6% | Reduced |
| ING Groep NV | 2,509 | $270.0K | 0.00% | +488+24.1% | Added |
| Captrust Financial Advisors | 2,508 | $270.0K | 0.00% | +567+29.2% | Added |
| AdvisorNet Financial, Inc | 2,520 | $271.0K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 2,585 | $278.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,599 | $280.0K | 0.02% | −2−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,624 | $283.0K | 0.03% | −82−3.0% | Reduced |
| Parallel Advisors, LLC | 2,627 | $283.0K | 0.01% | +263+11.1% | Added |
| Archetype Wealth Partners | 2,657 | $286.0K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,725 | $293.0K | 0.02% | +668+32.5% | Added |
| Patten & Patten Inc | 2,783 | $300.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,796 | $301.0K | 0.00% | +2,796 | New |
| Y-Intercept (Hong Kong) Ltd | 2,843 | $306.0K | 0.07% | −1,058−27.1% | Reduced |
| Doliver Advisors, LP | 2,650 | $308.0K | 0.10% | −507−16.1% | Reduced |
| Petrus Trust Company, LTA | 2,877 | $310.0K | 0.04% | +328+12.9% | Added |
| Enterprise Bank & Trust Co | 2,920 | $315.0K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,936 | $316.0K | 0.16% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,965 | $319.0K | 0.01% | −2,815−48.7% | Reduced |
| Westwood Holdings Group Inc. | 3,000 | $323.0K | 0.00% | +3,000 | New |
| Quadrant Capital Group LLC | 3,052 | $329.0K | 0.04% | +326+12.0% | Added |
| Brown Brothers Harriman & Co | 3,079 | $332.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,084 | $332.0K | 0.06% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,094 | $333.0K | 0.00% | +261+9.2% | Added |
| FDx Advisors, Inc. | 3,105 | $334.0K | 0.01% | −7−0.2% | Reduced |
| Evergreen Capital Management LLC | 3,115 | $336.0K | 0.01% | +288+10.2% | Added |
| Blueshift Asset Management, LLC | 3,137 | $338.0K | 0.03% | +3,137 | New |
| KLCM Advisors, Inc. | 3,261 | $351.0K | 0.08% | −10.0% | Reduced |
| Thompson Investment Management, Inc. | 3,269 | $352.0K | 0.05% | −78−2.3% | Reduced |
| Bank of Hawaii | 3,319 | $358.0K | 0.02% | −174−5.0% | Reduced |
| Archford Capital Strategies, LLC | 3,323 | $358.0K | 0.08% | −118−3.4% | Reduced |
| BNP Paribas Arbitrage, SA | 3,326 | $358.3K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,371 | $363.9K | 0.00% | −319−8.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,442 | $371.0K | 0.11% | +126+3.8% | Added |
| Puzo Michael J | 3,500 | $377.0K | 0.11% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,517 | $378.8K | 0.20% | +3,517 | New |
| Ballentine Partners, LLC | 3,525 | $380.0K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,539 | $381.0K | 0.02% | −195−5.2% | Reduced |
| Gotham Asset Management, LLC | 3,578 | $385.0K | 0.01% | +807+29.1% | Added |
| Great Valley Advisor Group, Inc. | 3,619 | $390.0K | 0.02% | −171−4.5% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 3,700 | $399.0K | 0.04% | +1,000+37.0% | Added |
| Cozad Asset Management Inc | 3,724 | $401.0K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 3,752 | $404.0K | 0.03% | +1,721+84.7% | Added |
| Cetera Investment Advisers | 3,776 | $407.0K | 0.01% | +114+3.1% | Added |
| Annex Advisory Services, LLC | 3,820 | $411.0K | 0.03% | +1,475+62.9% | Added |
| Boltwood Capital Management | 4,000 | $431.0K | 0.16% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,034 | $435.0K | 0.02% | −7−0.2% | Reduced |
| Andra AP-fonden | 3,300 | $449.0K | 0.01% | −6,200−65.3% | Reduced |
| Commerce Bank | 4,232 | $456.0K | 0.00% | −450−9.6% | Reduced |
| Johnson Investment Counsel Inc | 4,248 | $458.0K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 4,262 | $459.0K | 0.02% | −349−7.6% | Reduced |
| Engineers Gate Manager LP | 4,396 | $474.0K | 0.02% | +4,396 | New |