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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 3,578 | $385.0K | 0.01% | +807+29.1% | Added |
| Brighton Jones LLC | 3,539 | $381.0K | 0.02% | −195−5.2% | Reduced |
| Ballentine Partners, LLC | 3,525 | $380.0K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,517 | $378.8K | 0.20% | +3,517 | New |
| Puzo Michael J | 3,500 | $377.0K | 0.11% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,442 | $371.0K | 0.11% | +126+3.8% | Added |
| Swiss Life Asset Management Ltd | 3,371 | $363.9K | 0.00% | −319−8.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,326 | $358.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Thompson Investment Management, Inc. | 3,269 | $352.0K | 0.05% | −78−2.3% | Reduced |
| KLCM Advisors, Inc. | 3,261 | $351.0K | 0.08% | −10.0% | Reduced |
| Blueshift Asset Management, LLC | 3,137 | $338.0K | 0.03% | +3,137 | New |
| Evergreen Capital Management LLC | 3,115 | $336.0K | 0.01% | +288+10.2% | Added |
| FDx Advisors, Inc. | 3,105 | $334.0K | 0.01% | −7−0.2% | Reduced |
| First Republic Investment Management, Inc. | 3,094 | $333.0K | 0.00% | +261+9.2% | 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 |
| Quadrant Capital Group LLC | 3,052 | $329.0K | 0.04% | +326+12.0% | Added |
| Westwood Holdings Group Inc. | 3,000 | $323.0K | 0.00% | +3,000 | New |
| Boston Private Wealth LLC | 2,965 | $319.0K | 0.01% | −2,815−48.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,936 | $316.0K | 0.16% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,920 | $315.0K | 0.11% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,877 | $310.0K | 0.04% | +328+12.9% | Added |
| Doliver Advisors, LP | 2,650 | $308.0K | 0.10% | −507−16.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,843 | $306.0K | 0.07% | −1,058−27.1% | Reduced |
| Susquehanna International Group, LLP | 2,796 | $301.0K | 0.00% | +2,796 | New |
| Patten & Patten Inc | 2,783 | $300.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,725 | $293.0K | 0.02% | +668+32.5% | Added |
| Archetype Wealth Partners | 2,657 | $286.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| North Star Investment Management Corp. | 2,599 | $280.0K | 0.02% | −2−0.1% | Reduced |
| Park National Corp | 2,585 | $278.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,520 | $271.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Cordasco Financial Network | 2,455 | $264.0K | 0.16% | −257−9.5% | Reduced |
| Bayesian Capital Management, LP | 2,422 | $261.0K | 0.08% | −1,717−41.5% | Reduced |
| 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 |
| Bogart Wealth, LLC | 2,391 | $258.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,386 | $257.0K | 0.01% | +2,386 | New |
| Focus Financial Network, Inc. | 2,359 | $254.1K | 0.04% | −4,444−65.3% | 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 |
| West Family Investments, Inc. | 2,349 | $253.0K | 0.07% | −301−11.4% | Reduced |
| Landaas & Co | 2,326 | $251.0K | 0.13% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,323 | $250.0K | 0.10% | −14−0.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,300 | $248.0K | 0.00% | +2,300 | New |
| Pathstone Family Office, LLC | 2,235 | $241.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,225 | $240.0K | 0.01% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,220 | $239.0K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,179 | $235.0K | 0.01% | +96+4.6% | Added |
| 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 |
| Good Life Advisors, LLC | 2,161 | $233.0K | 0.03% | −440−16.9% | Reduced |
| 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 |
| 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 |
| 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 |
| Guggenheim Capital LLC | 2,085 | $225.0K | 0.00% | −2,964−58.7% | Reduced |
| Ausdal Financial Partners, Inc. | 2,071 | $223.0K | 0.03% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 2,025 | $218.0K | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 2,000 | $215.0K | 0.01% | +2,000 | New |
| RMB Capital Management, LLC | 1,965 | $212.0K | 0.01% | +1,965 | New |
| Southland Equity Partners LLC | 1,965 | $211.7K | 0.09% | +1,965 | New |
| Tudor Investment Corp Et Al | 1,951 | $210.0K | 0.00% | +1,951 | New |
| Ellenbecker Investment Group | 1,922 | $207.0K | 0.06% | +1,922 | New |
| Davenport & Co LLC | 1,913 | $206.0K | 0.00% | +1,913 | New |
| Wealthsimple Inc. | 1,912 | $206.0K | 0.01% | +1,912 | 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 |
| Smith, Moore & Co. | 1,890 | $204.0K | 0.03% | +1,890 | New |
| Schechter Investment Advisors, LLC | 1,874 | $202.0K | 0.02% | +1,874 | New |
| 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 |
| 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 |
| Whittier Trust Co | 1,532 | $165.0K | 0.00% | +901+142.8% | Added |
| Caldwell Trust Co | 1,500 | $161.6K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $151.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,396 | $150.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,336 | $144.0K | 0.04% | −5−0.4% | Reduced |
| Allworth Financial LP | 1,300 | $140.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,255 | $135.0K | 0.01% | +1,255 | New |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $124.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,094 | $117.8K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,039 | $112.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $108.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $108.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $108.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $106.0K | 0.06% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 968 | $104.0K | 0.03% | +968 | New |
| Blue Bell Private Wealth Management, LLC | 960 | $103.0K | 0.03% | +960 | New |
| Castleview Partners, LLC | 10,772 | $100.0K | 0.00% | +10,772 | New |