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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 15,195,564 | $1.79B | 1.64% | +143,188+1.0% | Added |
| Bank of Montreal | 21,652,660 | $2.57B | 1.46% | +475,765+2.2% | Added |
| Vanguard Group Inc | 22,478,058 | $2.65B | 0.06% | +1,293,280+6.1% | Added |
| Royal Bank of Canada | 59,730,633 | $7.05B | 1.86% | +3,710,292+6.6% | Added |
| Clearbridge Investments, LLC | 1,000 | – | – | +1,000 | New |
| MUFG Securities (Canada), Ltd. | 0 | $0 | 0.00% | −346,236−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −261,519−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −76,754−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −84,286−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −82,820−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −55,360−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −42,841−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −36,405−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −28,496−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −26,395−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −19,136−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,237−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −12,326−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −9,871−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −9,719−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −7,542−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −7,455−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −7,255−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −5,593−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −4,965−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,673−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −4,580−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,396−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,137−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,877−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,843−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Schmidt P J Investment Management Inc | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −1,913−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Leverty Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Andra AP-fonden | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |