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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 3,451 | $407.0K | 0.01% | +486+16.4% | Added |
| Archford Capital Strategies, LLC | 3,475 | $411.0K | 0.09% | +152+4.6% | Added |
| Puzo Michael J | 3,500 | $413.0K | 0.12% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,545 | $418.2K | 0.24% | +28+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,560 | $420.0K | 0.10% | +118+3.4% | Added |
| Brighton Jones LLC | 3,566 | $421.0K | 0.02% | +27+0.8% | Added |
| Dixon Hubard Feinour & Brown Inc | 3,700 | $436.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,716 | $438.0K | 0.03% | +97+2.7% | Added |
| Annex Advisory Services, LLC | 3,821 | $451.0K | 0.03% | +10.0% | Added |
| NuWave Investment Management, LLC | 3,820 | $451.0K | 0.60% | +3,211+527.3% | Added |
| MQS Management LLC | 3,891 | $459.0K | 0.37% | −828−17.5% | Reduced |
| Ballentine Partners, LLC | 3,940 | $465.0K | 0.01% | +415+11.8% | Added |
| Gotham Asset Management, LLC | 3,950 | $466.0K | 0.01% | +372+10.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,965 | $468.0K | 0.02% | −69−1.7% | Reduced |
| Boltwood Capital Management | 4,000 | $472.0K | 0.18% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,011 | $473.0K | 0.04% | +4,011 | New |
| Carret Asset Management, LLC | 4,084 | $482.0K | 0.06% | −525−11.4% | Reduced |
| Commerce Bank | 4,132 | $487.0K | 0.00% | −100−2.4% | Reduced |
| David R. Rahn & Associates Inc. | 4,600 | $488.0K | 0.19% | +4,600 | New |
| Johnson Investment Counsel Inc | 4,248 | $501.0K | 0.01% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 4,325 | $510.0K | 0.09% | −100−2.3% | Reduced |
| Ninepoint Partners LP | 4,353 | $514.0K | 0.12% | +4,353 | New |
| Old National Bancorp | 4,377 | $516.0K | 0.02% | +115+2.7% | Added |
| Premier Asset Management LLC | 4,396 | $519.0K | 0.16% | −1,651−27.3% | Reduced |
| Corient Capital Partners, LLC | 4,406 | $520.0K | 0.03% | −151−3.3% | Reduced |
| Guggenheim Capital LLC | 4,467 | $527.0K | 0.00% | +2,382+114.2% | Added |
| Rowland & Co Investment Counsel | 4,476 | $528.0K | 0.12% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,635 | $547.0K | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,712 | $555.0K | 0.00% | −232−4.7% | Reduced |
| Centiva Capital, LP | 4,712 | $556.0K | 0.03% | +4,712 | New |
| Whittier Trust Co | 4,722 | $557.0K | 0.01% | +3,190+208.2% | Added |
| Allspring Global Investments Holdings, LLC | 5,028 | $593.0K | 0.00% | −600−10.7% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 5,099 | $600.7K | 0.04% | +23+0.5% | Added |
| Banque Pictet & Cie SA | 5,141 | $605.0K | 0.00% | −13,274−72.1% | Reduced |
| Brinker Capital Investments, LLC | 5,353 | $631.0K | 0.01% | +29+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $635.2K | 0.00% | 00.0% | Unchanged |
| Pendal Group Limited | 5,420 | $639.0K | 0.01% | −20,847−79.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,534 | $652.0K | 0.06% | +12+0.2% | Added |
| D.A. Davidson & Co. | 5,524 | $652.0K | 0.01% | 00.0% | Unchanged |
| Quilter Plc | 5,590 | $658.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,636 | $664.9K | 0.10% | −167−2.9% | Reduced |
| Patten Group, Inc. | 5,699 | $672.0K | 0.19% | +90+1.6% | Added |
| Vaughan & Co Securities, Inc. | 5,755 | $679.0K | 0.47% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,761 | $680.0K | 0.00% | −78−1.3% | Reduced |
| JustInvest LLC | 5,825 | $687.0K | 0.03% | +1,295+28.6% | Added |
| Natixis | 5,992 | $706.0K | 0.00% | −57,361−90.5% | Reduced |
| Burney Co | 6,042 | $713.0K | 0.03% | −273−4.3% | Reduced |
| The PNC Financial Services Group, Inc. | 6,060 | $715.0K | 0.00% | −13−0.2% | Reduced |
| David Loasby | 6,272 | $723.0K | 0.09% | −112−1.8% | Reduced |
| Tradition Wealth Management, LLC | 6,127 | $723.0K | 0.09% | +904+17.3% | Added |
| Ti-Trust, Inc | 6,200 | $731.0K | 0.66% | 00.0% | Unchanged |
| Busey Wealth Management | 6,272 | $740.0K | 0.03% | −396−5.9% | Reduced |
| Cresset Asset Management, LLC | 6,282 | $741.0K | 0.01% | +200+3.3% | Added |
| Nwam LLC | 6,434 | $759.0K | 0.06% | +98+1.5% | Added |
| Gulf International Bank (UK) Ltd | 6,543 | $769.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,592 | $778.0K | 0.02% | +639+10.7% | Added |
| Forum Financial Management, LP | 6,828 | $805.0K | 0.04% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 7,537 | $814.0K | 0.03% | −609−7.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,961 | $821.2K | 0.07% | +6,961 | New |
| SIG North Trading, ULC | 7,277 | $856.0K | 0.66% | +7,277 | New |
| Kestra Advisory Services, LLC | 7,290 | $860.0K | 0.01% | −883−10.8% | Reduced |
| Blair William & Co | 7,381 | $871.0K | 0.00% | −51−0.7% | Reduced |
| Vident Investment Advisory, LLC | 7,472 | $877.0K | 0.02% | +122+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,432 | $877.0K | 0.00% | +219+3.0% | Added |
| Cordatus Wealth Management LLC | 7,522 | $887.0K | 0.31% | +7,522 | New |
| Veriti Management LLC | 7,526 | $888.0K | 0.11% | +454+6.4% | Added |
| Baskin Financial Services Inc. | 7,903 | $930.0K | 0.08% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 8,002 | $944.0K | 0.23% | −800−9.1% | Reduced |
| Prospera Financial Services Inc | 8,175 | $964.0K | 0.04% | +8,175 | New |
| Probity Advisors, Inc. | 8,671 | $1.02M | 0.21% | −249−2.8% | Reduced |
| Segall Bryant & Hamill, LLC | 8,687 | $1.02M | 0.01% | +413+5.0% | Added |
| Prudential Financial Inc | 8,724 | $1.03M | 0.00% | −2,842−24.6% | Reduced |
| Fifth Third Bancorp | 8,831 | $1.04M | 0.00% | −65−0.7% | Reduced |
| Berger Financial Group, Inc | 8,895 | $1.05M | 0.13% | −42−0.5% | Reduced |
| Cetera Advisor Networks LLC | 8,919 | $1.05M | 0.01% | +1,976+28.5% | Added |
| Ritholtz Wealth Management | 9,154 | $1.08M | 0.07% | +5,402+144.0% | Added |
| AE Wealth Management LLC | 9,327 | $1.10M | 0.01% | −74−0.8% | Reduced |
| ICA Group Wealth Management, LLC | 10,326 | $1.13M | 0.22% | +10,326 | New |
| Johnson Financial Group, Inc. | 9,799 | $1.16M | 0.08% | +527+5.7% | Added |
| Advisor Partners LLC | 9,873 | $1.17M | 0.07% | −403−3.9% | Reduced |
| Yousif Capital Management, LLC | 10,027 | $1.18M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 10,096 | $1.19M | 0.01% | −23−0.2% | Reduced |
| State Street Corp | 10,148 | $1.20M | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,267 | $1.21M | 0.07% | −282−2.7% | Reduced |
| Smithfield Trust Co | 10,268 | $1.21M | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,460 | $1.23M | 0.02% | −1,671−13.8% | Reduced |
| EHP Funds Inc. | 11,280 | $1.33M | 0.22% | +11,280 | New |
| Pegasus Partners Ltd. | 11,423 | $1.35M | 0.24% | −722−5.9% | Reduced |
| First American Bank | 11,558 | $1.36M | 0.12% | 00.0% | Unchanged |
| Creative Planning | 11,571 | $1.36M | 0.00% | +72+0.6% | Added |
| Baldwin Brothers Inc | 11,600 | $1.37M | 0.14% | +11,600 | New |
| Financial Counselors Inc | 11,634 | $1.37M | 0.03% | +1,251+12.0% | Added |
| Texas Yale Capital Corp. | 11,648 | $1.37M | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 11,876 | $1.40M | 0.17% | +2,345+24.6% | Added |
| Employees Provident Fund Board | 11,920 | $1.40M | 0.02% | +5,120+75.3% | Added |
| BNP Paribas Arbitrage, SA | 11,989 | $1.41M | 0.00% | +8,663+260.5% | Added |
| Cubist Systematic Strategies, LLC | 12,089 | $1.43M | 0.01% | −67,874−84.9% | Reduced |
| Foster & Motley Inc | 12,275 | $1.45M | 0.11% | +12,275 | New |
| Summit Global Investments | 12,292 | $1.45M | 0.11% | −427−3.4% | Reduced |
| Crescent Grove Advisors, LLC | 12,604 | $1.49M | 0.15% | +1,653+15.1% | Added |