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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 4,425 | $477.0K | 0.09% | −90−2.0% | Reduced |
| Rowland & Co Investment Counsel | 4,476 | $482.2K | 0.11% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,522 | $484.0K | 0.01% | +795+21.3% | Added |
| JustInvest LLC | 4,530 | $488.0K | 0.03% | +1,876+70.7% | Added |
| Corient Capital Partners, LLC | 4,557 | $491.0K | 0.03% | −179−3.8% | Reduced |
| Voya Investment Management LLC | 4,580 | $494.0K | 0.00% | +107+2.4% | Added |
| Carret Asset Management, LLC | 4,609 | $496.0K | 0.05% | +4,609 | New |
| First Business Financial Services, Inc. | 4,635 | $499.0K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,673 | $503.0K | 0.10% | +4,673 | New |
| MQS Management LLC | 4,719 | $508.0K | 0.82% | +4,719 | New |
| Tower Research Capital LLC (TRC) | 4,851 | $519.0K | 0.01% | +2,400+97.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,885 | $527.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,944 | $532.0K | 0.00% | −852−14.7% | Reduced |
| Pacer Advisors, Inc. | 4,965 | $535.0K | 0.01% | −223−4.3% | Reduced |
| Aigen Investment Management, LP | 5,090 | $540.0K | 0.03% | +5,090 | New |
| Dixon Mitchell Investment Counsel Inc. | 5,076 | $546.1K | 0.03% | +679+15.4% | Added |
| qPULA Trading Management LP | 5,200 | $560.0K | 1.00% | +5,200 | New |
| Tradition Wealth Management, LLC | 5,223 | $563.0K | 0.07% | +1,537+41.7% | Added |
| Lingohr & Partner Asset Management GmbH | 5,296 | $566.0K | 1.42% | −104−1.9% | Reduced |
| Brinker Capital Investments, LLC | 5,324 | $574.0K | 0.01% | +715+15.5% | Added |
| Group One Trading, L.P. | 5,369 | $578.0K | 0.01% | +5,369 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $580.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,401 | $582.0K | 0.03% | −3,369−38.4% | Reduced |
| JCIC Asset Management Inc. | 5,473 | $590.0K | 0.18% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,524 | $592.0K | 0.01% | −234−4.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,522 | $595.0K | 0.05% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,400 | $599.0K | 0.04% | +4,400 | New |
| Quilter Plc | 5,590 | $602.0K | 0.02% | −156−2.7% | Reduced |
| MBB Public Markets I LLC | 5,593 | $602.0K | 0.01% | +5,593 | New |
| Patten Group, Inc. | 5,609 | $604.0K | 0.16% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 5,628 | $606.0K | 0.00% | +5,628 | New |
| Vaughan & Co Securities, Inc. | 5,755 | $620.0K | 0.42% | −1,532−21.0% | Reduced |
| Atlas Capital Advisors LLC | 5,803 | $625.1K | 0.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,839 | $629.0K | 0.00% | −370−6.0% | Reduced |
| Signaturefd, LLC | 5,953 | $641.0K | 0.02% | +767+14.8% | Added |
| Premier Asset Management LLC | 6,047 | $651.0K | 0.11% | −1,537−20.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,073 | $653.0K | 0.00% | +95+1.6% | Added |
| Cresset Asset Management, LLC | 6,082 | $655.0K | 0.01% | −507−7.7% | Reduced |
| Ti-Trust, Inc | 6,200 | $668.0K | 0.60% | +6,200 | New |
| Burney Co | 6,315 | $680.0K | 0.03% | −304−4.6% | Reduced |
| Nwam LLC | 6,336 | $683.0K | 0.05% | −98−1.5% | Reduced |
| David Loasby | 6,384 | $688.0K | 0.08% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 6,543 | $705.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,641 | $716.0K | 0.00% | +4,397+195.9% | Added |
| Busey Wealth Management | 6,668 | $718.0K | 0.03% | +48+0.7% | Added |
| Employees Provident Fund Board | 6,800 | $733.2K | 0.01% | +6,800 | New |
| Forum Financial Management, LP | 6,828 | $736.0K | 0.04% | +6,828 | New |
| Cetera Advisor Networks LLC | 6,943 | $748.0K | 0.01% | −115−1.6% | Reduced |
| Veriti Management LLC | 7,072 | $762.0K | 0.10% | +38+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,213 | $777.0K | 0.00% | −473−6.2% | Reduced |
| Marathon Capital Management | 7,255 | $782.0K | 0.18% | +75+1.0% | Added |
| Acadian Asset Management LLC | 7,342 | $790.0K | 0.00% | +2,800+61.6% | Added |
| Vident Investment Advisory, LLC | 7,350 | $793.0K | 0.02% | +862+13.3% | Added |
| Blair William & Co | 7,432 | $801.0K | 0.00% | −782−9.5% | Reduced |
| Astrantus Ltd | 7,455 | $803.0K | 0.60% | +7,455 | New |
| Veritable, L.P. | 7,542 | $812.0K | 0.01% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 7,903 | $850.0K | 0.07% | −769−8.9% | Reduced |
| Kestra Advisory Services, LLC | 8,173 | $880.0K | 0.01% | −65−0.8% | Reduced |
| Connectus Wealth, LLC | 8,146 | $880.0K | 0.03% | +8,146 | New |
| Segall Bryant & Hamill, LLC | 8,274 | $893.0K | 0.01% | +22+0.3% | Added |
| Trexquant Investment LP | 8,700 | $937.0K | 0.06% | +1,376+18.8% | Added |
| Ipswich Investment Management Co., Inc. | 8,802 | $948.0K | 0.22% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,896 | $958.0K | 0.00% | +360+4.2% | Added |
| Probity Advisors, Inc. | 8,920 | $961.0K | 0.19% | +70+0.8% | Added |
| Berger Financial Group, Inc | 8,937 | $963.0K | 0.13% | +591+7.1% | Added |
| Johnson Financial Group, Inc. | 9,272 | $999.0K | 0.06% | 00.0% | Unchanged |
| AE Wealth Management LLC | 9,401 | $1.01M | 0.01% | +191+2.1% | Added |
| Cigna Investments Inc | 9,531 | $1.03M | 0.08% | −124−1.3% | Reduced |
| Cutler Group LP | 9,719 | $1.05M | 0.07% | −17,679−64.5% | Reduced |
| Geneos Wealth Management Inc. | 9,871 | $1.06M | 0.04% | −122−1.2% | Reduced |
| Anson Funds Management LP | 10,000 | $1.08M | 0.15% | +10,000 | New |
| Yousif Capital Management, LLC | 10,027 | $1.08M | 0.01% | +10,027 | New |
| State Street Corp | 10,148 | $1.09M | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 10,268 | $1.11M | 0.07% | 00.0% | Unchanged |
| Advisor Partners LLC | 10,276 | $1.11M | 0.07% | +172+1.7% | Added |
| Financial Counselors Inc | 10,383 | $1.12M | 0.02% | −200−1.9% | Reduced |
| North Star Asset Management Inc | 10,549 | $1.14M | 0.06% | −304−2.8% | Reduced |
| Comerica Bank | 10,119 | $1.16M | 0.01% | −673−6.2% | Reduced |
| Crescent Grove Advisors, LLC | 10,951 | $1.18M | 0.11% | +1,787+19.5% | Added |
| Creative Planning | 11,499 | $1.24M | 0.00% | +646+6.0% | Added |
| First American Bank | 11,558 | $1.25M | 0.07% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,566 | $1.25M | 0.00% | −205−1.7% | Reduced |
| Texas Yale Capital Corp. | 11,648 | $1.25M | 0.06% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 12,131 | $1.31M | 0.02% | +4,595+61.0% | Added |
| Pegasus Partners Ltd. | 12,145 | $1.31M | 0.23% | +482+4.1% | Added |
| Advisors Asset Management, Inc. | 12,326 | $1.33M | 0.02% | +1,656+15.5% | Added |
| Summit Global Investments | 12,719 | $1.37M | 0.09% | +889+7.5% | Added |
| Davis-Rea Ltd. | 13,443 | $1.45M | 0.67% | −1,177−8.1% | Reduced |
| Essex Financial Services, Inc. | 14,523 | $1.56M | 0.15% | −417−2.8% | Reduced |
| Curbstone Financial Management Corp | 14,534 | $1.57M | 0.28% | −176−1.2% | Reduced |
| Naples Global Advisors, LLC | 14,832 | $1.60M | 0.19% | −80−0.5% | Reduced |
| Baader Bank INC | 15,000 | $1.62M | 0.13% | +15,000 | New |
| Perfromance Wealth Partners, LLC | 15,100 | $1.63M | 0.07% | +15,100 | New |
| Tacita Capital Inc | 15,495 | $1.67M | 0.95% | −755−4.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,686 | $1.69M | 0.00% | +483+3.2% | Added |
| MML Investors Services, LLC | 16,442 | $1.77M | 0.01% | +902+5.8% | Added |
| Brewin Dolphin Ltd | 16,472 | $1.77M | 0.08% | −20,057−54.9% | Reduced |
| NorthRock Partners, LLC | 16,495 | $1.78M | 0.13% | −889−5.1% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.78M | 0.18% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 16,876 | $1.82M | 0.10% | +337+2.0% | Added |