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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 13,266 | $1.56M | 0.15% | −1,257−8.7% | Reduced |
| Aigen Investment Management, LP | 14,424 | $1.70M | 0.29% | +9,334+183.4% | Added |
| Curbstone Financial Management Corp | 14,534 | $1.72M | 0.32% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,585 | $1.72M | 0.00% | −171,283−92.2% | Reduced |
| Truist Financial Corp | 14,774 | $1.74M | 0.00% | −5,241−26.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,835 | $1.75M | 0.07% | +9,950+203.7% | Added |
| Naples Global Advisors, LLC | 14,882 | $1.76M | 0.20% | +50+0.3% | Added |
| Swiss Life Asset Management Ltd | 14,930 | $1.76M | 0.02% | +11,559+342.9% | Added |
| Baader Bank INC | 15,000 | $1.76M | 0.14% | 00.0% | Unchanged |
| Tacita Capital Inc | 15,495 | $1.82M | 1.06% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 15,510 | $1.83M | 0.07% | −962−5.8% | Reduced |
| Unigestion Holding SA | 15,730 | $1.86M | 0.08% | −2,653−14.4% | Reduced |
| LSV Asset Management | 16,500 | $1.95M | 0.00% | −16,400−49.8% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.95M | 0.20% | 00.0% | Unchanged |
| Van Eck Associates Corp | 17,056 | $2.01M | 0.00% | −4,956−22.5% | Reduced |
| MML Investors Services, LLC | 17,180 | $2.03M | 0.01% | +738+4.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 17,292 | $2.04M | 0.94% | +30+0.2% | Added |
| NorthRock Partners, LLC | 17,563 | $2.07M | 0.19% | +1,068+6.5% | Added |
| Associated Banc-Corp | 18,626 | $2.20M | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 19,203 | $2.27M | 0.13% | +2,327+13.8% | Added |
| Manitou Investment Management Ltd. | 20,195 | $2.38M | 0.37% | −565−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,607 | $2.43M | 0.00% | +375+1.9% | Added |
| Assenagon Asset Management S.A. | 21,496 | $2.53M | 0.01% | −1,484−6.5% | Reduced |
| Lincluden Management Ltd | 21,596 | $2.54M | 0.22% | +20,935+3,167.2% | Added |
| Private Advisor Group, LLC | 21,886 | $2.58M | 0.02% | +1,554+7.6% | Added |
| HighTower Advisors, LLC | 22,140 | $2.61M | 0.01% | −499−2.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 22,218 | $2.61M | 0.10% | +2,850+14.7% | Added |
| Pittenger & Anderson Inc | 22,950 | $2.71M | 0.13% | +22,950 | New |
| Price T Rowe Associates Inc | 23,589 | $2.78M | 0.00% | +131+0.6% | Added |
| Metis Global Partners, LLC | 23,658 | $2.78M | 0.33% | +23,658 | New |
| US Bancorp | 23,767 | $2.81M | 0.00% | +678+2.9% | Added |
| Stratos Wealth Partners, LTD. | 24,191 | $2.85M | 0.06% | +1,096+4.7% | Added |
| Commonwealth Equity Services, LLC | 24,392 | $2.88M | 0.01% | +536+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,836 | $2.93M | 0.01% | +9,150+58.3% | Added |
| Resources Management Corp | 25,080 | $2.96M | 0.41% | −40−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 25,200 | $2.97M | 0.06% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 25,688 | $3.03M | 0.01% | +4,780+22.9% | Added |
| WoodTrust Financial Corp | 27,003 | $3.19M | 0.65% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 27,094 | $3.20M | 0.01% | +20,453+308.0% | Added |
| Umb Bank N A | 28,600 | $3.37M | 0.04% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 29,347 | $3.46M | 0.03% | +29,347 | New |
| Susquehanna International Group, LLP | 29,400 | $3.46M | 0.01% | +26,604+951.5% | Added |
| Credential Qtrade Securities Inc. | 30,022 | $3.53M | 0.22% | +385+1.3% | Added |
| Ensign Peak Advisors, Inc | 30,429 | $3.54M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 30,416 | $3.58M | 0.03% | +25,565+527.0% | Added |
| Silver Lake Advisory, LLC | 31,061 | $3.66M | 1.74% | −410−1.3% | Reduced |
| Envestnet Asset Management Inc | 31,817 | $3.75M | 0.00% | −860−2.6% | Reduced |
| Baird Financial Group, Inc. | 32,203 | $3.80M | 0.01% | −541−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 36,505 | $3.89M | 0.01% | +1,470+4.2% | Added |
| Rathbone Brothers plc | 34,347 | $4.04M | 0.04% | −2,075−5.7% | Reduced |
| Qube Research & Technologies Ltd | 34,907 | $4.12M | 0.04% | −114,545−76.6% | Reduced |
| Barclays PLC | 37,518 | $4.43M | 0.00% | −40,346−51.8% | Reduced |
| Power Corp of Canada | 26,649 | $4.53M | 0.38% | +26,649 | New |
| Capital Fund Management S.A. | 39,431 | $4.65M | 0.12% | −24,400−38.2% | Reduced |
| Principal Financial Group Inc | 41,790 | $4.92M | 0.00% | +41,790 | New |
| Susquehanna Fundamental Investments, LLC | 42,643 | $5.03M | 0.10% | +10,600+33.1% | Added |
| AlphaCrest Capital Management LLC | 43,052 | $5.08M | 0.28% | −125,634−74.5% | Reduced |
| Edgestream Partners, L.P. | 44,329 | $5.23M | 0.42% | +3,153+7.7% | Added |
| American Century Companies Inc | 45,226 | $5.32M | 0.00% | +5,902+15.0% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 47,260 | $5.63M | 0.41% | +47,260 | New |
| Crossmark Global Holdings, Inc. | 48,234 | $5.69M | 0.13% | +3,047+6.7% | Added |
| Stifel Financial Corp | 49,005 | $5.78M | 0.01% | −2,967−5.7% | Reduced |
| Davis-Rea Ltd. | 141,337 | $5.83M | 3.06% | +127,894+951.4% | Added |
| Beacon Pointe Advisors, LLC | 53,179 | $6.27M | 0.09% | +53,179 | New |
| Ameriprise Financial Inc | 56,154 | $6.34M | 0.00% | +10,424+22.8% | Added |
| Legacy Capital Partners, Inc. | 56,053 | $6.61M | 2.18% | −75−0.1% | Reduced |
| Alliancebernstein L.P. | 56,237 | $6.63M | 0.00% | +702+1.3% | Added |
| Voloridge Investment Management, LLC | 56,244 | $6.63M | 0.04% | +29,754+112.3% | Added |
| M&T Bank Corp | 59,054 | $6.97M | 0.03% | −160.0% | Reduced |
| LPL Financial LLC | 61,498 | $7.25M | 0.01% | +1,903+3.2% | Added |
| JCIC Asset Management Inc. | 64,268 | $7.56M | 2.34% | +58,795+1,074.3% | Added |
| Shell Asset Management Co | 66,010 | $7.78M | 0.18% | −4,347−6.2% | Reduced |
| Azimuth Capital Management LLC | 68,612 | $8.09M | 0.35% | +1,611+2.4% | Added |
| Westpac Banking Corp | 55,042 | $8.10M | 0.09% | +1,700+3.2% | Added |
| Marvin & Palmer Associates Inc | 69,658 | $8.22M | 3.70% | +69,658 | New |
| Rockefeller Capital Management L.P. | 69,837 | $8.24M | 0.04% | +16,159+30.1% | Added |
| Northwest & Ethical Investments L.P. | 70,614 | $8.31M | 0.27% | +3,558+5.3% | Added |
| Raymond James & Associates | 70,680 | $8.34M | 0.01% | −7,845−10.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 74,446 | $8.77M | 0.02% | +22,936+44.5% | Added |
| K2 Principal Fund, L.P. | 76,100 | $8.98M | 1.56% | +76,100 | New |
| Thornburg Investment Management Inc | 77,078 | $9.07M | 0.12% | +77,078 | New |
| Waratah Capital Advisors Ltd. | 77,602 | $9.13M | 0.42% | +28,916+59.4% | Added |
| PCJ Investment Counsel Ltd. | 81,841 | $9.63M | 3.52% | +2,011+2.5% | Added |
| DSM Capital Partners LLC | 83,902 | $9.88M | 0.13% | +43,611+108.2% | Added |
| Schonfeld Strategic Advisors LLC | 85,200 | $10.0M | 0.11% | +65,600+334.7% | Added |
| APG Asset Management N.V. | 105,875 | $11.2M | 0.02% | +5,000+5.0% | Added |
| American Assets Investment Management, LLC | 96,000 | $11.3M | 1.20% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 98,029 | $11.6M | 0.03% | −42,156−30.1% | Reduced |
| K.J. Harrison & Partners Inc | 98,923 | $11.6M | 1.87% | +6,445+7.0% | Added |
| Portland Investment Counsel Inc. | 100,010 | $11.8M | 6.23% | +75,200+303.1% | Added |
| D. E. Shaw & Co., Inc. | 100,969 | $11.9M | 0.02% | +66,969+197.0% | Added |
| Wellington Management Group LLP | 103,551 | $12.2M | 0.00% | +30,267+41.3% | Added |
| CVI Holdings, LLC | 103,700 | $12.2M | 0.81% | +103,700 | New |
| Eaton Vance Management | 117,180 | $13.8M | 0.02% | +25,518+27.8% | Added |
| Millennium Management LLC | 120,594 | $14.2M | 0.02% | −475,033−79.8% | Reduced |
| Two Sigma Investments, LP | 121,640 | $14.3M | 0.04% | −669,600−84.6% | Reduced |
| Achmea Investment Management B.V. | 125,851 | $14.8M | 0.39% | +6,774+5.7% | Added |
| Candriam Luxembourg S.C.A. | 128,324 | $15.1M | 0.10% | −7,846−5.8% | Reduced |
| Balyasny Asset Management LLC | 103,921 | $15.1M | 0.07% | +103,921 | New |
| St Germain D J Co Inc | 130,985 | $15.5M | 0.87% | −6,044−4.4% | Reduced |