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 |
|---|---|---|---|---|---|
| Summit Global Investments | 12,719 | $1.37M | 0.09% | +889+7.5% | Added |
| Advisors Asset Management, Inc. | 12,326 | $1.33M | 0.02% | +1,656+15.5% | Added |
| Pegasus Partners Ltd. | 12,145 | $1.31M | 0.23% | +482+4.1% | Added |
| Oppenheimer & Co Inc | 12,131 | $1.31M | 0.02% | +4,595+61.0% | Added |
| Texas Yale Capital Corp. | 11,648 | $1.25M | 0.06% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,566 | $1.25M | 0.00% | −205−1.7% | Reduced |
| First American Bank | 11,558 | $1.25M | 0.07% | 00.0% | Unchanged |
| Creative Planning | 11,499 | $1.24M | 0.00% | +646+6.0% | Added |
| Crescent Grove Advisors, LLC | 10,951 | $1.18M | 0.11% | +1,787+19.5% | Added |
| Comerica Bank | 10,119 | $1.16M | 0.01% | −673−6.2% | Reduced |
| North Star Asset Management Inc | 10,549 | $1.14M | 0.06% | −304−2.8% | Reduced |
| Financial Counselors Inc | 10,383 | $1.12M | 0.02% | −200−1.9% | Reduced |
| Advisor Partners LLC | 10,276 | $1.11M | 0.07% | +172+1.7% | Added |
| Smithfield Trust Co | 10,268 | $1.11M | 0.07% | 00.0% | Unchanged |
| State Street Corp | 10,148 | $1.09M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,027 | $1.08M | 0.01% | +10,027 | New |
| Anson Funds Management LP | 10,000 | $1.08M | 0.15% | +10,000 | New |
| Geneos Wealth Management Inc. | 9,871 | $1.06M | 0.04% | −122−1.2% | Reduced |
| Cutler Group LP | 9,719 | $1.05M | 0.07% | −17,679−64.5% | Reduced |
| Cigna Investments Inc | 9,531 | $1.03M | 0.08% | −124−1.3% | Reduced |
| AE Wealth Management LLC | 9,401 | $1.01M | 0.01% | +191+2.1% | Added |
| Johnson Financial Group, Inc. | 9,272 | $999.0K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 8,937 | $963.0K | 0.13% | +591+7.1% | Added |
| Probity Advisors, Inc. | 8,920 | $961.0K | 0.19% | +70+0.8% | Added |
| Fifth Third Bancorp | 8,896 | $958.0K | 0.00% | +360+4.2% | Added |
| Ipswich Investment Management Co., Inc. | 8,802 | $948.0K | 0.22% | 00.0% | Unchanged |
| Trexquant Investment LP | 8,700 | $937.0K | 0.06% | +1,376+18.8% | Added |
| Segall Bryant & Hamill, LLC | 8,274 | $893.0K | 0.01% | +22+0.3% | Added |
| 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 |
| Baskin Financial Services Inc. | 7,903 | $850.0K | 0.07% | −769−8.9% | Reduced |
| Veritable, L.P. | 7,542 | $812.0K | 0.01% | 00.0% | Unchanged |
| Astrantus Ltd | 7,455 | $803.0K | 0.60% | +7,455 | New |
| Blair William & Co | 7,432 | $801.0K | 0.00% | −782−9.5% | Reduced |
| Vident Investment Advisory, LLC | 7,350 | $793.0K | 0.02% | +862+13.3% | Added |
| Acadian Asset Management LLC | 7,342 | $790.0K | 0.00% | +2,800+61.6% | Added |
| Marathon Capital Management | 7,255 | $782.0K | 0.18% | +75+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,213 | $777.0K | 0.00% | −473−6.2% | Reduced |
| Veriti Management LLC | 7,072 | $762.0K | 0.10% | +38+0.5% | Added |
| Cetera Advisor Networks LLC | 6,943 | $748.0K | 0.01% | −115−1.6% | Reduced |
| Forum Financial Management, LP | 6,828 | $736.0K | 0.04% | +6,828 | New |
| Employees Provident Fund Board | 6,800 | $733.2K | 0.01% | +6,800 | New |
| Busey Wealth Management | 6,668 | $718.0K | 0.03% | +48+0.7% | Added |
| CIBC Private Wealth Group, LLC | 6,641 | $716.0K | 0.00% | +4,397+195.9% | Added |
| Gulf International Bank (UK) Ltd | 6,543 | $705.0K | 0.01% | 00.0% | Unchanged |
| David Loasby | 6,384 | $688.0K | 0.08% | 00.0% | Unchanged |
| Nwam LLC | 6,336 | $683.0K | 0.05% | −98−1.5% | Reduced |
| Burney Co | 6,315 | $680.0K | 0.03% | −304−4.6% | Reduced |
| Ti-Trust, Inc | 6,200 | $668.0K | 0.60% | +6,200 | New |
| Cresset Asset Management, LLC | 6,082 | $655.0K | 0.01% | −507−7.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,073 | $653.0K | 0.00% | +95+1.6% | Added |
| Premier Asset Management LLC | 6,047 | $651.0K | 0.11% | −1,537−20.3% | Reduced |
| Signaturefd, LLC | 5,953 | $641.0K | 0.02% | +767+14.8% | Added |
| Mercer Global Advisors Inc | 5,839 | $629.0K | 0.00% | −370−6.0% | Reduced |
| Atlas Capital Advisors LLC | 5,803 | $625.1K | 0.09% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 5,755 | $620.0K | 0.42% | −1,532−21.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,628 | $606.0K | 0.00% | +5,628 | New |
| Patten Group, Inc. | 5,609 | $604.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Lombard Odier Asset Management (Switzerland) SA | 4,400 | $599.0K | 0.04% | +4,400 | New |
| Dorsey & Whitney Trust CO LLC | 5,522 | $595.0K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,524 | $592.0K | 0.01% | −234−4.1% | Reduced |
| JCIC Asset Management Inc. | 5,473 | $590.0K | 0.18% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,401 | $582.0K | 0.03% | −3,369−38.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $580.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,369 | $578.0K | 0.01% | +5,369 | New |
| Brinker Capital Investments, LLC | 5,324 | $574.0K | 0.01% | +715+15.5% | Added |
| Lingohr & Partner Asset Management GmbH | 5,296 | $566.0K | 1.42% | −104−1.9% | Reduced |
| Tradition Wealth Management, LLC | 5,223 | $563.0K | 0.07% | +1,537+41.7% | Added |
| qPULA Trading Management LP | 5,200 | $560.0K | 1.00% | +5,200 | New |
| Dixon Mitchell Investment Counsel Inc. | 5,076 | $546.1K | 0.03% | +679+15.4% | Added |
| Aigen Investment Management, LP | 5,090 | $540.0K | 0.03% | +5,090 | New |
| Pacer Advisors, Inc. | 4,965 | $535.0K | 0.01% | −223−4.3% | Reduced |
| Glenmede Trust Co NA | 4,944 | $532.0K | 0.00% | −852−14.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,885 | $527.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,851 | $519.0K | 0.01% | +2,400+97.9% | Added |
| MQS Management LLC | 4,719 | $508.0K | 0.82% | +4,719 | New |
| Two Sigma Securities, LLC | 4,673 | $503.0K | 0.10% | +4,673 | New |
| First Business Financial Services, Inc. | 4,635 | $499.0K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,609 | $496.0K | 0.05% | +4,609 | New |
| Voya Investment Management LLC | 4,580 | $494.0K | 0.00% | +107+2.4% | Added |
| Corient Capital Partners, LLC | 4,557 | $491.0K | 0.03% | −179−3.8% | Reduced |
| JustInvest LLC | 4,530 | $488.0K | 0.03% | +1,876+70.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,522 | $484.0K | 0.01% | +795+21.3% | Added |
| Rowland & Co Investment Counsel | 4,476 | $482.2K | 0.11% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,425 | $477.0K | 0.09% | −90−2.0% | Reduced |
| Engineers Gate Manager LP | 4,396 | $474.0K | 0.02% | +4,396 | New |
| Old National Bancorp | 4,262 | $459.0K | 0.02% | −349−7.6% | Reduced |
| Johnson Investment Counsel Inc | 4,248 | $458.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 4,232 | $456.0K | 0.00% | −450−9.6% | Reduced |
| Andra AP-fonden | 3,300 | $449.0K | 0.01% | −6,200−65.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,034 | $435.0K | 0.02% | −7−0.2% | Reduced |
| Boltwood Capital Management | 4,000 | $431.0K | 0.16% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,820 | $411.0K | 0.03% | +1,475+62.9% | Added |
| Cetera Investment Advisers | 3,776 | $407.0K | 0.01% | +114+3.1% | Added |
| Ritholtz Wealth Management | 3,752 | $404.0K | 0.03% | +1,721+84.7% | Added |
| Cozad Asset Management Inc | 3,724 | $401.0K | 0.06% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 3,700 | $399.0K | 0.04% | +1,000+37.0% | Added |
| Great Valley Advisor Group, Inc. | 3,619 | $390.0K | 0.02% | −171−4.5% | Reduced |