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 |
|---|---|---|---|---|---|
| Hudock, Inc. | 905 | $97.0K | 0.03% | +3+0.3% | Added |
| Pacifica Partners Inc. | 770 | $87.0K | 0.06% | −26−3.3% | Reduced |
| Bray Capital Advisors | 800 | $86.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $81.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 743 | $80.0K | 0.01% | +95+14.7% | Added |
| First Community Trust NA | 707 | $76.2K | 0.06% | +707 | New |
| Pinebridge Investments, L.P. | 554 | $75.0K | 0.00% | −219−28.3% | Reduced |
| Tower View Investment Management & Research LLC | 700 | $75.0K | 0.04% | 00.0% | Unchanged |
| Lincluden Management Ltd | 661 | $71.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 642 | $69.0K | 0.03% | −702−52.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 612 | $66.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 609 | $66.0K | 0.07% | +201+49.3% | Added |
| Crewe Advisors LLC | 615 | $66.0K | 0.01% | +615 | New |
| Princeton Global Asset Management LLC | 600 | $65.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 595 | $64.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 538 | $58.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 526 | $57.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 518 | $56.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 500 | $54.0K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 453 | $48.7K | 0.03% | −486−51.8% | Reduced |
| Capital Analysts, LLC | 435 | $47.0K | 0.00% | +2+0.5% | Added |
| Operose Advisors LLC | 426 | $46.0K | 0.04% | +426 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 393 | $42.0K | 0.00% | +138+54.1% | Added |
| Central Trust Co | 385 | $41.0K | 0.00% | −64−14.3% | Reduced |
| Winch Advisory Services, LLC | 350 | $38.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 340 | $37.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 317 | $34.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 312 | $34.0K | 0.00% | +2+0.6% | Added |
| Banque Cantonale Vaudoise | 300 | $32.0K | 0.00% | −600−66.7% | Reduced |
| Reilly Financial Advisors, LLC | 300 | $32.0K | 0.00% | −213−41.5% | Reduced |
| IAG Wealth Partners, LLC | 289 | $31.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 286 | $31.0K | 0.01% | +103+56.3% | Added |
| Johnson Midwest Financial, LLC | 286 | $31.0K | 0.02% | +286 | New |
| Bedel Financial Consulting, Inc. | 260 | $28.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 256 | $28.0K | 0.00% | +16+6.7% | Added |
| Sargent Bickham Lagudis LLC | 211 | $23.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 213 | $23.0K | 0.01% | +113+113.0% | Added |
| Cambridge Trust Co | 200 | $22.0K | 0.00% | +200 | New |
| NEXT Financial Group, Inc | 179 | $19.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 172 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 164 | $18.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 169 | $18.0K | 0.00% | +169 | New |
| McIlrath & Eck, LLC | 160 | $17.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 152 | $16.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 150 | $16.0K | 0.00% | +150 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 126 | $13.0K | 0.00% | −126−50.0% | Reduced |
| Financial Management Professionals, Inc. | 122 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 122 | $13.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 119 | $13.0K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 125 | $13.0K | 0.01% | +125 | New |
| Assetmark, Inc | 115 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $12.0K | 0.00% | +109 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $11.0K | 0.00% | +45+81.8% | Added |
| CWM, LLC | 105 | $11.0K | 0.00% | +105 | New |
| Retirement Group, LLC | 95 | $10.0K | 0.00% | +95 | New |
| MBM Wealth Consultants, LLC | 87 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 75 | $8.00K | 0.00% | +75 | New |
| Gradient Investments LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 65 | $6.97K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $6.00K | 0.00% | +56 | New |
| EverSource Wealth Advisors, LLC | 63 | $6.00K | 0.00% | +63 | New |
| Mascoma Wealth Management LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 47 | $5.00K | 0.00% | +1+2.2% | Added |
| HM Payson & Co | 48 | $5.00K | 0.00% | +48 | New |
| Financial Perspectives, Inc | 42 | $4.52K | 0.00% | +42 | New |
| Motco | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $3.00K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 23 | $2.00K | 0.00% | −28−54.9% | Reduced |
| HC Financial Advisors Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $2.00K | 0.00% | +1+5.0% | Added |
| Raffa Wealth Management, LLC | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| CoreCap Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Leverty Financial Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 108 | – | – | +108 | Added |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −275,800−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −179,047−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −76,619−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −51,515−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −33,380−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −27,009−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −9,437−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −8,353−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,726−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |