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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 142,868 | $15.4M | 0.12% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 140,185 | $15.1M | 0.03% | +3,605+2.6% | Added |
| Burgundy Asset Management Ltd. | 140,000 | $15.0M | 0.15% | +10,000+7.7% | Added |
| St Germain D J Co Inc | 137,029 | $14.8M | 0.81% | −11,270−7.6% | Reduced |
| Candriam Luxembourg S.C.A. | 136,170 | $14.7M | 0.09% | −51,556−27.5% | Reduced |
| Marshall Wace, LLP | 131,383 | $14.2M | 0.03% | −245−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 122,110 | $13.2M | 0.41% | +823+0.7% | Added |
| Achmea Investment Management B.V. | 119,077 | $12.8M | 0.61% | +119,077 | New |
| STRS Ohio | 116,600 | $12.6M | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 116,000 | $12.5M | 0.01% | −17,085−12.8% | Reduced |
| Schroder Investment Management Group | 76,754 | $10.5M | 0.01% | −6,329−7.6% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $10.3M | 1.11% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 92,478 | $9.95M | 1.41% | −1,949−2.1% | Reduced |
| Eaton Vance Management | 91,662 | $9.87M | 0.01% | +145+0.2% | Added |
| APG Asset Management N.V. | 100,875 | $9.56M | 0.02% | +3,800+3.9% | Added |
| ClariVest Asset Management LLC | 84,286 | $9.09M | 0.28% | −18,970−18.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 51,510 | $8.94M | 0.02% | −11,261−17.9% | Reduced |
| Investment Management Corp of Ontario | 82,820 | $8.92M | 0.41% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 79,963 | $8.61M | 0.08% | +59,153+284.3% | Added |
| PCJ Investment Counsel Ltd. | 79,830 | $8.60M | 3.03% | −12,680−13.7% | Reduced |
| Raymond James & Associates | 78,525 | $8.46M | 0.01% | −499−0.6% | Reduced |
| Wells Fargo & Company | 78,367 | $8.44M | 0.00% | −119,172−60.3% | Reduced |
| Barclays PLC | 77,864 | $8.39M | 0.01% | −56,654−42.1% | Reduced |
| Wellington Management Group LLP | 73,284 | $7.90M | 0.00% | −17,103−18.9% | Reduced |
| Shell Asset Management Co | 70,357 | $7.58M | 0.16% | +24,014+51.8% | Added |
| Westpac Banking Corp | 53,342 | $7.26M | 0.08% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 67,056 | $7.22M | 0.21% | +2,227+3.4% | Added |
| Azimuth Capital Management LLC | 67,001 | $7.22M | 0.29% | −612−0.9% | Reduced |
| Capital Fund Management S.A. | 63,831 | $6.88M | 0.18% | −12,109−15.9% | Reduced |
| Natixis | 63,353 | $6.83M | 0.02% | +11,691+22.6% | Added |
| Hudson Bay Capital Management LP | 60,000 | $6.46M | 0.07% | +60,000 | New |
| LPL Financial LLC | 59,595 | $6.42M | 0.01% | +3,897+7.0% | Added |
| M&T Bank Corp | 59,070 | $6.36M | 0.03% | +545+0.9% | Added |
| Cumberland Partners Ltd | 58,341 | $6.29M | 0.44% | +4,435+8.2% | Added |
| Legacy Capital Partners, Inc. | 56,128 | $6.04M | 1.96% | +535+1.0% | Added |
| Alliancebernstein L.P. | 55,535 | $5.98M | 0.00% | +826+1.5% | Added |
| Walleye Trading LLC | 55,360 | $5.96M | 0.10% | +33,984+159.0% | Added |
| Rockefeller Capital Management L.P. | 53,678 | $5.78M | 0.03% | +10,694+24.9% | Added |
| Stifel Financial Corp | 51,972 | $5.60M | 0.01% | −1,184−2.2% | Reduced |
| Waratah Capital Advisors Ltd. | 48,686 | $5.24M | 0.24% | +48,686 | New |
| Crossmark Global Holdings, Inc. | 45,187 | $4.87M | 0.11% | +1,294+2.9% | Added |
| Ameriprise Financial Inc | 45,730 | $4.76M | 0.00% | +10,893+31.3% | Added |
| HAP Trading, LLC | 42,841 | $4.62M | 0.32% | −11,511−21.2% | Reduced |
| Edgestream Partners, L.P. | 41,176 | $4.43M | 0.28% | +29,074+240.2% | Added |
| DSM Capital Partners LLC | 40,291 | $4.34M | 0.05% | +24,031+147.8% | Added |
| American Century Companies Inc | 39,324 | $4.23M | 0.00% | +2,384+6.5% | Added |
| Rathbone Brothers plc | 36,422 | $3.93M | 0.04% | −1,393−3.7% | Reduced |
| Quantbot Technologies LP | 36,405 | $3.92M | 0.32% | +23,436+180.7% | Added |
| Advisor Group Holdings, Inc. | 35,035 | $3.78M | 0.01% | −453−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 34,000 | $3.66M | 0.00% | −117,514−77.6% | Reduced |
| LSV Asset Management | 32,900 | $3.54M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 32,744 | $3.53M | 0.01% | −2,731−7.7% | Reduced |
| Envestnet Asset Management Inc | 32,677 | $3.52M | 0.00% | −1,627−4.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 32,043 | $3.45M | 0.09% | −18,300−36.4% | Reduced |
| Silver Lake Advisory, LLC | 31,471 | $3.39M | 1.57% | −227−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 30,429 | $3.28M | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 29,637 | $3.19M | 0.22% | +606+2.1% | Added |
| Umb Bank N A | 28,600 | $3.08M | 0.04% | +28,600 | New |
| Paloma Partners Management Co | 28,496 | $3.07M | 0.10% | +28,496 | New |
| WoodTrust Financial Corp | 27,003 | $2.91M | 0.60% | +1,124+4.3% | Added |
| Voloridge Investment Management, LLC | 26,490 | $2.85M | 0.02% | +12,284+86.5% | Added |
| Parallax Volatility Advisers, L.P. | 26,395 | $2.84M | 0.03% | −75,833−74.2% | Reduced |
| Pendal Group Limited | 26,267 | $2.83M | 0.02% | −4,050−13.4% | Reduced |
| Bridgeway Capital Management, LLC | 25,200 | $2.71M | 0.05% | 00.0% | Unchanged |
| Resources Management Corp | 25,120 | $2.71M | 0.35% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 24,810 | $2.67M | 1.16% | +5,100+25.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 19,368 | $2.64M | 0.12% | +19,368 | New |
| Commonwealth Equity Services, LLC | 23,856 | $2.57M | 0.01% | +850+3.7% | Added |
| Price T Rowe Associates Inc | 23,458 | $2.53M | 0.00% | −20.0% | Reduced |
| Stratos Wealth Partners, LTD. | 23,095 | $2.49M | 0.06% | +3,875+20.2% | Added |
| US Bancorp | 23,089 | $2.49M | 0.00% | −5,040−17.9% | Reduced |
| Assenagon Asset Management S.A. | 22,980 | $2.48M | 0.01% | −403−1.7% | Reduced |
| HighTower Advisors, LLC | 22,639 | $2.44M | 0.01% | −2,686−10.6% | Reduced |
| Van Eck Associates Corp | 22,012 | $2.37M | 0.01% | +8,009+57.2% | Added |
| Natixis Advisors, L.P. | 20,908 | $2.25M | 0.01% | +3,949+23.3% | Added |
| Manitou Investment Management Ltd. | 20,760 | $2.23M | 0.36% | +350+1.7% | Added |
| Private Advisor Group, LLC | 20,332 | $2.19M | 0.02% | −18,789−48.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,232 | $2.18M | 0.00% | +3,712+22.5% | Added |
| Truist Financial Corp | 20,015 | $2.16M | 0.00% | −1,784−8.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,600 | $2.11M | 0.02% | −114,300−85.4% | Reduced |
| Magnetar Financial LLC | 19,136 | $2.06M | 0.02% | −7,228−27.4% | Reduced |
| Associated Banc-Corp | 18,626 | $2.01M | 0.07% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 18,415 | $1.99M | 0.01% | +18,415 | New |
| Unigestion Holding SA | 18,383 | $1.98M | 0.08% | −544−2.9% | Reduced |
| Squarepoint Ops LLC | 18,237 | $1.96M | 0.01% | −6,152−25.2% | Reduced |
| Vontobel Holding Ltd. | 17,853 | $1.93M | 0.02% | +2,789+18.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 17,262 | $1.85M | 0.80% | −415−2.3% | Reduced |
| Wetherby Asset Management Inc | 16,876 | $1.82M | 0.10% | +337+2.0% | Added |
| Nexus Investment Management ULC | 16,544 | $1.78M | 0.18% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 16,495 | $1.78M | 0.13% | −889−5.1% | Reduced |
| Brewin Dolphin Ltd | 16,472 | $1.77M | 0.08% | −20,057−54.9% | Reduced |
| MML Investors Services, LLC | 16,442 | $1.77M | 0.01% | +902+5.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,686 | $1.69M | 0.00% | +483+3.2% | Added |
| Tacita Capital Inc | 15,495 | $1.67M | 0.95% | −755−4.6% | Reduced |
| Perfromance Wealth Partners, LLC | 15,100 | $1.63M | 0.07% | +15,100 | New |
| Baader Bank INC | 15,000 | $1.62M | 0.13% | +15,000 | New |
| Naples Global Advisors, LLC | 14,832 | $1.60M | 0.19% | −80−0.5% | Reduced |
| Curbstone Financial Management Corp | 14,534 | $1.57M | 0.28% | −176−1.2% | Reduced |
| Essex Financial Services, Inc. | 14,523 | $1.56M | 0.15% | −417−2.8% | Reduced |
| Davis-Rea Ltd. | 13,443 | $1.45M | 0.67% | −1,177−8.1% | Reduced |