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 |
|---|---|---|---|---|---|
| Lorne Steinberg Wealth Management Inc. | 17,262 | $1.85M | 0.80% | −415−2.3% | Reduced |
| Vontobel Holding Ltd. | 17,853 | $1.93M | 0.02% | +2,789+18.5% | Added |
| Squarepoint Ops LLC | 18,237 | $1.96M | 0.01% | −6,152−25.2% | Reduced |
| Unigestion Holding SA | 18,383 | $1.98M | 0.08% | −544−2.9% | Reduced |
| Banque Pictet & Cie SA | 18,415 | $1.99M | 0.01% | +18,415 | New |
| Associated Banc-Corp | 18,626 | $2.01M | 0.07% | 00.0% | Unchanged |
| Magnetar Financial LLC | 19,136 | $2.06M | 0.02% | −7,228−27.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,600 | $2.11M | 0.02% | −114,300−85.4% | Reduced |
| Truist Financial Corp | 20,015 | $2.16M | 0.00% | −1,784−8.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,232 | $2.18M | 0.00% | +3,712+22.5% | Added |
| Private Advisor Group, LLC | 20,332 | $2.19M | 0.02% | −18,789−48.0% | Reduced |
| Manitou Investment Management Ltd. | 20,760 | $2.23M | 0.36% | +350+1.7% | Added |
| Natixis Advisors, L.P. | 20,908 | $2.25M | 0.01% | +3,949+23.3% | Added |
| Van Eck Associates Corp | 22,012 | $2.37M | 0.01% | +8,009+57.2% | Added |
| HighTower Advisors, LLC | 22,639 | $2.44M | 0.01% | −2,686−10.6% | Reduced |
| Assenagon Asset Management S.A. | 22,980 | $2.48M | 0.01% | −403−1.7% | Reduced |
| US Bancorp | 23,089 | $2.49M | 0.00% | −5,040−17.9% | Reduced |
| Stratos Wealth Partners, LTD. | 23,095 | $2.49M | 0.06% | +3,875+20.2% | Added |
| Price T Rowe Associates Inc | 23,458 | $2.53M | 0.00% | −20.0% | Reduced |
| Commonwealth Equity Services, LLC | 23,856 | $2.57M | 0.01% | +850+3.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 19,368 | $2.64M | 0.12% | +19,368 | New |
| Portland Investment Counsel Inc. | 24,810 | $2.67M | 1.16% | +5,100+25.9% | Added |
| Resources Management Corp | 25,120 | $2.71M | 0.35% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 25,200 | $2.71M | 0.05% | 00.0% | Unchanged |
| Pendal Group Limited | 26,267 | $2.83M | 0.02% | −4,050−13.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 26,395 | $2.84M | 0.03% | −75,833−74.2% | Reduced |
| Voloridge Investment Management, LLC | 26,490 | $2.85M | 0.02% | +12,284+86.5% | Added |
| WoodTrust Financial Corp | 27,003 | $2.91M | 0.60% | +1,124+4.3% | Added |
| Paloma Partners Management Co | 28,496 | $3.07M | 0.10% | +28,496 | New |
| Umb Bank N A | 28,600 | $3.08M | 0.04% | +28,600 | New |
| Credential Qtrade Securities Inc. | 29,637 | $3.19M | 0.22% | +606+2.1% | Added |
| Ensign Peak Advisors, Inc | 30,429 | $3.28M | 0.01% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 31,471 | $3.39M | 1.57% | −227−0.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 32,043 | $3.45M | 0.09% | −18,300−36.4% | Reduced |
| Envestnet Asset Management Inc | 32,677 | $3.52M | 0.00% | −1,627−4.7% | Reduced |
| Baird Financial Group, Inc. | 32,744 | $3.53M | 0.01% | −2,731−7.7% | Reduced |
| LSV Asset Management | 32,900 | $3.54M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 34,000 | $3.66M | 0.00% | −117,514−77.6% | Reduced |
| Advisor Group Holdings, Inc. | 35,035 | $3.78M | 0.01% | −453−1.3% | Reduced |
| Quantbot Technologies LP | 36,405 | $3.92M | 0.32% | +23,436+180.7% | Added |
| Rathbone Brothers plc | 36,422 | $3.93M | 0.04% | −1,393−3.7% | Reduced |
| American Century Companies Inc | 39,324 | $4.23M | 0.00% | +2,384+6.5% | Added |
| DSM Capital Partners LLC | 40,291 | $4.34M | 0.05% | +24,031+147.8% | Added |
| Edgestream Partners, L.P. | 41,176 | $4.43M | 0.28% | +29,074+240.2% | Added |
| HAP Trading, LLC | 42,841 | $4.62M | 0.32% | −11,511−21.2% | Reduced |
| Ameriprise Financial Inc | 45,730 | $4.76M | 0.00% | +10,893+31.3% | Added |
| Crossmark Global Holdings, Inc. | 45,187 | $4.87M | 0.11% | +1,294+2.9% | Added |
| Waratah Capital Advisors Ltd. | 48,686 | $5.24M | 0.24% | +48,686 | New |
| Stifel Financial Corp | 51,972 | $5.60M | 0.01% | −1,184−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 53,678 | $5.78M | 0.03% | +10,694+24.9% | Added |
| Walleye Trading LLC | 55,360 | $5.96M | 0.10% | +33,984+159.0% | Added |
| Alliancebernstein L.P. | 55,535 | $5.98M | 0.00% | +826+1.5% | Added |
| Legacy Capital Partners, Inc. | 56,128 | $6.04M | 1.96% | +535+1.0% | Added |
| Cumberland Partners Ltd | 58,341 | $6.29M | 0.44% | +4,435+8.2% | Added |
| M&T Bank Corp | 59,070 | $6.36M | 0.03% | +545+0.9% | Added |
| LPL Financial LLC | 59,595 | $6.42M | 0.01% | +3,897+7.0% | Added |
| Hudson Bay Capital Management LP | 60,000 | $6.46M | 0.07% | +60,000 | New |
| Natixis | 63,353 | $6.83M | 0.02% | +11,691+22.6% | Added |
| Capital Fund Management S.A. | 63,831 | $6.88M | 0.18% | −12,109−15.9% | Reduced |
| Azimuth Capital Management LLC | 67,001 | $7.22M | 0.29% | −612−0.9% | Reduced |
| Northwest & Ethical Investments L.P. | 67,056 | $7.22M | 0.21% | +2,227+3.4% | Added |
| Westpac Banking Corp | 53,342 | $7.26M | 0.08% | 00.0% | Unchanged |
| Shell Asset Management Co | 70,357 | $7.58M | 0.16% | +24,014+51.8% | Added |
| Wellington Management Group LLP | 73,284 | $7.90M | 0.00% | −17,103−18.9% | Reduced |
| Barclays PLC | 77,864 | $8.39M | 0.01% | −56,654−42.1% | Reduced |
| Wells Fargo & Company | 78,367 | $8.44M | 0.00% | −119,172−60.3% | Reduced |
| Raymond James & Associates | 78,525 | $8.46M | 0.01% | −499−0.6% | Reduced |
| PCJ Investment Counsel Ltd. | 79,830 | $8.60M | 3.03% | −12,680−13.7% | Reduced |
| Cubist Systematic Strategies, LLC | 79,963 | $8.61M | 0.08% | +59,153+284.3% | Added |
| Investment Management Corp of Ontario | 82,820 | $8.92M | 0.41% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 51,510 | $8.94M | 0.02% | −11,261−17.9% | Reduced |
| ClariVest Asset Management LLC | 84,286 | $9.09M | 0.28% | −18,970−18.4% | Reduced |
| APG Asset Management N.V. | 100,875 | $9.56M | 0.02% | +3,800+3.9% | Added |
| Eaton Vance Management | 91,662 | $9.87M | 0.01% | +145+0.2% | Added |
| K.J. Harrison & Partners Inc | 92,478 | $9.95M | 1.41% | −1,949−2.1% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $10.3M | 1.11% | 00.0% | Unchanged |
| Schroder Investment Management Group | 76,754 | $10.5M | 0.01% | −6,329−7.6% | Reduced |
| Citigroup Inc | 116,000 | $12.5M | 0.01% | −17,085−12.8% | Reduced |
| STRS Ohio | 116,600 | $12.6M | 0.04% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 119,077 | $12.8M | 0.61% | +119,077 | New |
| Pinnacle Financial Partners Inc | 122,110 | $13.2M | 0.41% | +823+0.7% | Added |
| Marshall Wace, LLP | 131,383 | $14.2M | 0.03% | −245−0.2% | Reduced |
| Candriam Luxembourg S.C.A. | 136,170 | $14.7M | 0.09% | −51,556−27.5% | Reduced |
| St Germain D J Co Inc | 137,029 | $14.8M | 0.81% | −11,270−7.6% | Reduced |
| Burgundy Asset Management Ltd. | 140,000 | $15.0M | 0.15% | +10,000+7.7% | Added |
| Federated Hermes, Inc. | 140,185 | $15.1M | 0.03% | +3,605+2.6% | Added |
| USS Investment Management Ltd | 142,868 | $15.4M | 0.12% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 145,954 | $15.5M | 0.07% | −1,216−0.8% | Reduced |
| NN Investment Partners Holdings N.V. | 147,076 | $15.8M | 0.08% | +15,207+11.5% | Added |
| Qube Research & Technologies Ltd | 149,452 | $16.1M | 0.12% | +149,452 | New |
| AlphaCrest Capital Management LLC | 168,686 | $18.2M | 0.68% | +107,488+175.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 174,816 | $18.6M | 0.09% | −31,959−15.5% | Reduced |
| State of Wisconsin Investment Board | 174,662 | $18.8M | 0.04% | −14,296−7.6% | Reduced |
| Neuberger Berman Group LLC | 176,039 | $19.2M | 0.02% | −8,026−4.4% | Reduced |
| Dorchester Wealth Management Co | 180,497 | $19.4M | 3.85% | −867−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 182,211 | $19.6M | 0.35% | +170,971+1,521.1% | Added |
| Citadel Advisors LLC | 185,868 | $20.0M | 0.02% | −9,742−5.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 188,020 | $20.3M | 0.18% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 192,401 | $20.5M | 0.05% | −7,235−3.6% | Reduced |
| Forsta Ap-Fonden | 190,800 | $20.6M | 0.21% | +21,600+12.8% | Added |