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 |
|---|---|---|---|---|---|
| State of Wyoming | 1,122 | $132.0K | 0.07% | +480+74.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $137.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,300 | $153.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $156.9K | 0.00% | +1,330 | New |
| Bartlett & Co. LLC | 1,330 | $157.0K | 0.00% | +1,330 | New |
| JJJ Advisors Inc. | 1,346 | $159.0K | 0.04% | +10+0.7% | Added |
| Webster Bank, N. A. | 1,400 | $165.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,400 | $165.0K | 0.04% | +1,400 | New |
| Steward Partners Investment Advisory, LLC | 1,441 | $170.0K | 0.00% | +45+3.2% | Added |
| Caldwell Trust Co | 1,500 | $177.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,597 | $188.0K | 0.00% | −25−1.5% | Reduced |
| Captrust Financial Advisors | 1,688 | $199.0K | 0.00% | −820−32.7% | Reduced |
| Montrusco Bolton Investments Inc. | 1,700 | $200.0K | 0.00% | +1,700 | New |
| Valeo Financial Advisors, LLC | 1,698 | $200.0K | 0.01% | +1,698 | New |
| Foster Group, Inc. | 1,701 | $201.0K | 0.02% | +1,701 | New |
| Laurel Wealth Advisors, Inc. | 1,716 | $202.0K | 0.02% | +1,716 | New |
| Regentatlantic Capital LLC | 1,742 | $206.0K | 0.01% | +1,742 | New |
| V Wealth Advisors LLC | 1,754 | $207.0K | 0.03% | +1,754 | New |
| Vise Technologies, Inc. | 1,777 | $210.0K | 0.08% | +1,777 | New |
| Arete Wealth Advisors, LLC | 1,793 | $211.0K | 0.02% | +1,793 | New |
| Kestra Private Wealth Services, LLC | 1,787 | $211.0K | 0.01% | +1,787 | New |
| Heathbridge Capital Management Ltd. | 1,835 | $216.0K | 0.07% | +1,835 | New |
| ERn Financial, LLC | 1,851 | $218.0K | 0.05% | +1,851 | New |
| Smith, Moore & Co. | 1,890 | $223.0K | 0.03% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 1,907 | $225.0K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,908 | $225.0K | 0.01% | +1,908 | New |
| Prio Wealth Limited Partnership | 1,917 | $226.0K | 0.01% | −233−10.8% | Reduced |
| Ellenbecker Investment Group | 1,916 | $226.0K | 0.06% | −6−0.3% | Reduced |
| Avantax Advisory Services, Inc. | 1,944 | $228.0K | 0.00% | +46+2.4% | Added |
| RMB Capital Management, LLC | 1,965 | $232.0K | 0.01% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 1,974 | $233.0K | 0.04% | +1,974 | New |
| Bridges Investment Management Inc | 2,000 | $236.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,999 | $236.0K | 0.04% | +1,999 | New |
| Isthmus Partners, LLC | 2,007 | $237.0K | 0.04% | +2,007 | New |
| Solidarilty Wealth, LLC | 2,065 | $237.0K | 0.13% | +2,065 | New |
| Southland Equity Partners LLC | 2,015 | $237.7K | 0.10% | +50+2.5% | Added |
| SNS Financial Group, LLC | 2,025 | $239.0K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,071 | $244.0K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,094 | $247.0K | 0.00% | +2,094 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,300 | $248.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,110 | $249.0K | 0.03% | 00.0% | Unchanged |
| Landaas & Co | 2,326 | $251.0K | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,127 | $251.0K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 2,145 | $253.0K | 0.00% | +534+33.1% | Added |
| Boston Trust Walden Corp | 2,150 | $254.0K | 0.00% | −25−1.1% | Reduced |
| Investors Research Corp | 2,157 | $254.0K | 0.07% | 00.0% | Unchanged |
| ING Groep NV | 2,163 | $255.0K | 0.00% | −346−13.8% | Reduced |
| Diversified Trust Co | 2,168 | $256.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,179 | $257.0K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,212 | $261.0K | 0.01% | +89+4.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,225 | $262.0K | 0.02% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,220 | $262.0K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,232 | $263.0K | 0.01% | +2,232 | New |
| Good Life Advisors, LLC | 2,253 | $266.0K | 0.03% | +92+4.3% | Added |
| Schechter Investment Advisors, LLC | 2,267 | $267.0K | 0.02% | +393+21.0% | Added |
| Pathstone Family Office, LLC | 2,214 | $272.0K | 0.01% | −21−0.9% | Reduced |
| AdvisorNet Financial, Inc | 2,320 | $274.0K | 0.02% | −200−7.9% | Reduced |
| Westwood Holdings Group Inc. | 2,336 | $276.0K | 0.00% | −664−22.1% | Reduced |
| Credit Agricole S A | 2,361 | $279.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,374 | $280.0K | 0.01% | +596+33.5% | Added |
| Belpointe Asset Management LLC | 2,387 | $282.0K | 0.02% | −338−12.4% | Reduced |
| Five Oceans Advisors | 2,389 | $282.0K | 0.25% | +2,389 | New |
| Westover Capital Advisors, LLC | 2,400 | $283.0K | 0.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,420 | $285.0K | 0.08% | +71+3.0% | Added |
| Oarsman Capital, Inc. | 2,413 | $285.0K | 0.11% | +90+3.9% | Added |
| Knights of Columbus Asset Advisors LLC | 2,444 | $288.0K | 0.02% | +661+37.1% | Added |
| Cordasco Financial Network | 2,457 | $290.0K | 0.19% | +2+0.1% | Added |
| Integrated Wealth Concepts LLC | 2,476 | $292.0K | 0.01% | −18−0.7% | Reduced |
| Bluestein R H & Co | 2,500 | $295.0K | 0.01% | 00.0% | Unchanged |
| Wendell David Associates Inc | 2,500 | $295.0K | 0.03% | +100+4.2% | Added |
| Doliver Advisors, LP | 2,538 | $299.0K | 0.09% | −112−4.2% | Reduced |
| Focus Financial Network, Inc. | 2,565 | $302.6K | 0.02% | +206+8.7% | Added |
| Park National Corp | 2,585 | $305.0K | 0.01% | 00.0% | Unchanged |
| Wealthsimple Inc. | 2,078 | $306.0K | 0.01% | +166+8.7% | Added |
| North Star Investment Management Corp. | 2,601 | $307.0K | 0.02% | +2+0.1% | Added |
| Bogart Wealth, LLC | 2,603 | $307.0K | 0.03% | +212+8.9% | Added |
| Ameritas Advisory Services, LLC | 2,606 | $307.0K | 0.01% | +220+9.2% | Added |
| Parallel Advisors, LLC | 2,618 | $311.0K | 0.01% | −9−0.3% | Reduced |
| Archetype Wealth Partners | 2,657 | $313.0K | 0.08% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,765 | $326.0K | 0.23% | +2,339+549.1% | Added |
| Patten & Patten Inc | 2,783 | $328.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,906 | $343.0K | 0.04% | +282+10.7% | Added |
| Enterprise Bank & Trust Co | 2,920 | $344.0K | 0.14% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,936 | $346.0K | 0.22% | 00.0% | Unchanged |
| Algert Global LLC | 2,999 | $353.0K | 0.02% | +2,999 | New |
| First Republic Investment Management, Inc. | 3,020 | $356.0K | 0.00% | −74−2.4% | Reduced |
| Qtron Investments LLC | 3,023 | $356.0K | 0.08% | +3,023 | New |
| Brown Brothers Harriman & Co | 3,079 | $363.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,100 | $365.0K | 0.11% | +16+0.5% | Added |
| Bank of Hawaii | 3,154 | $372.0K | 0.02% | −165−5.0% | Reduced |
| Eqis Capital Management, Inc. | 3,182 | $375.0K | 0.03% | +3,182 | New |
| Henshaw Capital LLC | 3,231 | $381.2K | 0.02% | +3,231 | New |
| KLCM Advisors, Inc. | 3,261 | $385.0K | 0.08% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,269 | $386.0K | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,300 | $389.0K | 0.10% | +3,300 | New |
| Evergreen Capital Management LLC | 3,347 | $395.0K | 0.02% | +232+7.4% | Added |
| Cetera Investment Advisers | 3,356 | $396.0K | 0.01% | −420−11.1% | Reduced |
| Cozad Asset Management Inc | 3,364 | $397.0K | 0.06% | −360−9.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,377 | $401.0K | 0.01% | −1,145−25.3% | Reduced |
| Quadrant Capital Group LLC | 3,446 | $407.0K | 0.05% | +394+12.9% | Added |