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, Q1 2022
Institutional positions in Bank of Montreal as of Mar 31, 2022. 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
- 505
- +23 vs. Q4 2021
- Shares held
- 287.9M
- +20.4M (+7.6%) vs. Q4 2021
- Total value
- $34.0B
- +$5.11B (+17.7%) vs. Q4 2021
- New holders
- 73
- 176 more added
- Sold out
- 50
- 136 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 4 | $0 | 0.00% | −66−94.3% | Reduced |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.53K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $3.00K | 0.00% | −1,016−97.8% | Reduced |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42 | $4.00K | 0.00% | −7,300−99.4% | Reduced |
| 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 |
| Disciplined Investments, LLC | 35 | $4.00K | 0.00% | +35 | New |
| Financial Perspectives, Inc | 42 | $4.99K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 51 | $6.00K | 0.00% | +51 | New |
| TCTC Holdings, LLC | 51 | $6.00K | 0.00% | +51 | New |
| Spectrum Management Group, LLC | 51 | $6.00K | 0.00% | +51 | New |
| Rockbridge Investment Management, LCC | 52 | $6.08K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 65 | $7.64K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $8.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 75 | $9.00K | 0.00% | +75 | New |
| Earnest Partners LLC | 81 | $10.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 87 | $10.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $11.0K | 0.01% | −10,672−99.1% | Reduced |
| Stonebridge Capital Advisors LLC | 100 | $12.0K | 0.00% | −75−42.9% | Reduced |
| Massmutual Trust Co FSB | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $12.0K | 0.01% | +100 | New |
| Oakworth Capital, Inc. | 109 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 106 | $13.0K | 0.00% | +106 | New |
| MCF Advisors LLC | 110 | $13.0K | 0.00% | +110 | New |
| Fieldpoint Private Securities, LLC | 122 | $14.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 119 | $14.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 115 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 143 | $17.0K | 0.00% | −21−12.8% | Reduced |
| Financial Management Professionals, Inc. | 140 | $17.0K | 0.00% | +18+14.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $17.0K | 0.00% | +19+15.1% | Added |
| Westside Investment Management, Inc. | 150 | $17.0K | 0.00% | +150 | New |
| Northwest Investment Counselors, LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 152 | $18.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $19.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $19.0K | 0.00% | +161 | New |
| IFP Advisors, Inc | 332 | $20.0K | 0.00% | +332 | New |
| WFA Asset Management Corp | 181 | $21.4K | 0.01% | +181 | New |
| Sargent Bickham Lagudis LLC | 211 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 213 | $25.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 250 | $29.0K | 0.00% | +194+346.4% | Added |
| Proequities, Inc. | 256 | $30.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 260 | $31.0K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 273 | $32.0K | 0.01% | +273 | New |
| CWM, LLC | 277 | $33.0K | 0.00% | +172+163.8% | Added |
| Global Retirement Partners, LLC | 313 | $33.0K | 0.00% | +313 | New |
| Johnson Midwest Financial, LLC | 286 | $34.0K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 289 | $34.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 300 | $35.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 294 | $35.0K | 0.01% | +8+2.8% | Added |
| Exchange Traded Concepts, LLC | 315 | $37.0K | 0.00% | +3+1.0% | Added |
| Zions Bancorporation, N.A. | 325 | $38.0K | 0.00% | +8+2.5% | Added |
| Compagnie Lombard Odier SCmA | 340 | $40.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $41.0K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 393 | $46.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 400 | $47.0K | 0.02% | +400 | New |
| Ravenstone Capital Management Inc. | 440 | $51.8K | 0.04% | −13−2.9% | Reduced |
| Capital Analysts, LLC | 437 | $52.0K | 0.00% | +2+0.5% | Added |
| Sofos Investments, Inc. | 236 | $58.0K | 0.00% | +128+118.5% | Added |
| Tower View Investment Management & Research LLC | 500 | $59.0K | 0.03% | −200−28.6% | Reduced |
| Kings Point Capital Management | 518 | $61.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 526 | $62.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 538 | $63.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 452 | $66.0K | 0.00% | −102−18.4% | Reduced |
| American Portfolios Advisors | 595 | $70.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $71.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 612 | $72.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 615 | $73.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 643 | $75.0K | 0.01% | +643 | New |
| First Community Trust NA | 707 | $83.0K | 0.08% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 770 | $89.0K | 0.06% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $89.0K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 760 | $90.0K | 0.00% | +375+97.4% | Added |
| Bray Capital Advisors | 800 | $94.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 814 | $96.0K | 0.01% | +71+9.6% | Added |
| Hudock, Inc. | 908 | $107.0K | 0.03% | +3+0.3% | Added |
| Blue Bell Private Wealth Management, LLC | 960 | $113.0K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 968 | $114.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 974 | $115.0K | 0.00% | +974 | New |
| Iron Horse Wealth Management, LLC | 980 | $116.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $118.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $118.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $118.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $118.0K | 0.02% | +1,000 | New |
| Tobam | 1,085 | $128.0K | 0.01% | +1,085 | New |
| Sutton Wealth Advisors Inc. | 1,094 | $129.1K | 0.04% | 00.0% | Unchanged |