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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 145,939 | $17.2M | 0.14% | +3,071+2.1% | Added |
| Jarislowsky, Fraser Ltd | 144,403 | $17.0M | 0.09% | −1,551−1.1% | Reduced |
| NN Investment Partners Holdings N.V. | 144,138 | $17.0M | 0.09% | −2,938−2.0% | Reduced |
| Pinnacle Financial Partners Inc | 131,682 | $15.5M | 0.49% | +9,572+7.8% | Added |
| St Germain D J Co Inc | 130,985 | $15.5M | 0.87% | −6,044−4.4% | Reduced |
| Balyasny Asset Management LLC | 103,921 | $15.1M | 0.07% | +103,921 | New |
| Candriam Luxembourg S.C.A. | 128,324 | $15.1M | 0.10% | −7,846−5.8% | Reduced |
| Achmea Investment Management B.V. | 125,851 | $14.8M | 0.39% | +6,774+5.7% | Added |
| Two Sigma Investments, LP | 121,640 | $14.3M | 0.04% | −669,600−84.6% | Reduced |
| Millennium Management LLC | 120,594 | $14.2M | 0.02% | −475,033−79.8% | Reduced |
| Eaton Vance Management | 117,180 | $13.8M | 0.02% | +25,518+27.8% | Added |
| CVI Holdings, LLC | 103,700 | $12.2M | 0.81% | +103,700 | New |
| Wellington Management Group LLP | 103,551 | $12.2M | 0.00% | +30,267+41.3% | Added |
| D. E. Shaw & Co., Inc. | 100,969 | $11.9M | 0.02% | +66,969+197.0% | Added |
| Portland Investment Counsel Inc. | 100,010 | $11.8M | 6.23% | +75,200+303.1% | Added |
| K.J. Harrison & Partners Inc | 98,923 | $11.6M | 1.87% | +6,445+7.0% | Added |
| Federated Hermes, Inc. | 98,029 | $11.6M | 0.03% | −42,156−30.1% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $11.3M | 1.20% | 00.0% | Unchanged |
| APG Asset Management N.V. | 105,875 | $11.2M | 0.02% | +5,000+5.0% | Added |
| Schonfeld Strategic Advisors LLC | 85,200 | $10.0M | 0.11% | +65,600+334.7% | Added |
| DSM Capital Partners LLC | 83,902 | $9.88M | 0.13% | +43,611+108.2% | Added |
| PCJ Investment Counsel Ltd. | 81,841 | $9.63M | 3.52% | +2,011+2.5% | Added |
| Waratah Capital Advisors Ltd. | 77,602 | $9.13M | 0.42% | +28,916+59.4% | Added |
| Thornburg Investment Management Inc | 77,078 | $9.07M | 0.12% | +77,078 | New |
| K2 Principal Fund, L.P. | 76,100 | $8.98M | 1.56% | +76,100 | New |
| Mitsubishi UFJ Trust & Banking Corp | 74,446 | $8.77M | 0.02% | +22,936+44.5% | Added |
| Raymond James & Associates | 70,680 | $8.34M | 0.01% | −7,845−10.0% | Reduced |
| Northwest & Ethical Investments L.P. | 70,614 | $8.31M | 0.27% | +3,558+5.3% | Added |
| Rockefeller Capital Management L.P. | 69,837 | $8.24M | 0.04% | +16,159+30.1% | Added |
| Marvin & Palmer Associates Inc | 69,658 | $8.22M | 3.70% | +69,658 | New |
| Westpac Banking Corp | 55,042 | $8.10M | 0.09% | +1,700+3.2% | Added |
| Azimuth Capital Management LLC | 68,612 | $8.09M | 0.35% | +1,611+2.4% | Added |
| Shell Asset Management Co | 66,010 | $7.78M | 0.18% | −4,347−6.2% | Reduced |
| JCIC Asset Management Inc. | 64,268 | $7.56M | 2.34% | +58,795+1,074.3% | Added |
| LPL Financial LLC | 61,498 | $7.25M | 0.01% | +1,903+3.2% | Added |
| M&T Bank Corp | 59,054 | $6.97M | 0.03% | −160.0% | Reduced |
| Voloridge Investment Management, LLC | 56,244 | $6.63M | 0.04% | +29,754+112.3% | Added |
| Alliancebernstein L.P. | 56,237 | $6.63M | 0.00% | +702+1.3% | Added |
| Legacy Capital Partners, Inc. | 56,053 | $6.61M | 2.18% | −75−0.1% | Reduced |
| Ameriprise Financial Inc | 56,154 | $6.34M | 0.00% | +10,424+22.8% | Added |
| Beacon Pointe Advisors, LLC | 53,179 | $6.27M | 0.09% | +53,179 | New |
| Davis-Rea Ltd. | 141,337 | $5.83M | 3.06% | +127,894+951.4% | Added |
| Stifel Financial Corp | 49,005 | $5.78M | 0.01% | −2,967−5.7% | Reduced |
| Crossmark Global Holdings, Inc. | 48,234 | $5.69M | 0.13% | +3,047+6.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 47,260 | $5.63M | 0.41% | +47,260 | New |
| American Century Companies Inc | 45,226 | $5.32M | 0.00% | +5,902+15.0% | Added |
| Edgestream Partners, L.P. | 44,329 | $5.23M | 0.42% | +3,153+7.7% | Added |
| AlphaCrest Capital Management LLC | 43,052 | $5.08M | 0.28% | −125,634−74.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 42,643 | $5.03M | 0.10% | +10,600+33.1% | Added |
| Principal Financial Group Inc | 41,790 | $4.92M | 0.00% | +41,790 | New |
| Capital Fund Management S.A. | 39,431 | $4.65M | 0.12% | −24,400−38.2% | Reduced |
| Power Corp of Canada | 26,649 | $4.53M | 0.38% | +26,649 | New |
| Barclays PLC | 37,518 | $4.43M | 0.00% | −40,346−51.8% | Reduced |
| Qube Research & Technologies Ltd | 34,907 | $4.12M | 0.04% | −114,545−76.6% | Reduced |
| Rathbone Brothers plc | 34,347 | $4.04M | 0.04% | −2,075−5.7% | Reduced |
| Advisor Group Holdings, Inc. | 36,505 | $3.89M | 0.01% | +1,470+4.2% | Added |
| Baird Financial Group, Inc. | 32,203 | $3.80M | 0.01% | −541−1.7% | Reduced |
| Envestnet Asset Management Inc | 31,817 | $3.75M | 0.00% | −860−2.6% | Reduced |
| Silver Lake Advisory, LLC | 31,061 | $3.66M | 1.74% | −410−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 30,416 | $3.58M | 0.03% | +25,565+527.0% | Added |
| Ensign Peak Advisors, Inc | 30,429 | $3.54M | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 30,022 | $3.53M | 0.22% | +385+1.3% | Added |
| Susquehanna International Group, LLP | 29,400 | $3.46M | 0.01% | +26,604+951.5% | Added |
| Artemis Investment Management LLP | 29,347 | $3.46M | 0.03% | +29,347 | New |
| Umb Bank N A | 28,600 | $3.37M | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 27,094 | $3.20M | 0.01% | +20,453+308.0% | Added |
| WoodTrust Financial Corp | 27,003 | $3.19M | 0.65% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 25,688 | $3.03M | 0.01% | +4,780+22.9% | Added |
| Bridgeway Capital Management, LLC | 25,200 | $2.97M | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 25,080 | $2.96M | 0.41% | −40−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,836 | $2.93M | 0.01% | +9,150+58.3% | Added |
| Commonwealth Equity Services, LLC | 24,392 | $2.88M | 0.01% | +536+2.2% | Added |
| Stratos Wealth Partners, LTD. | 24,191 | $2.85M | 0.06% | +1,096+4.7% | Added |
| US Bancorp | 23,767 | $2.81M | 0.00% | +678+2.9% | Added |
| Metis Global Partners, LLC | 23,658 | $2.78M | 0.33% | +23,658 | New |
| Price T Rowe Associates Inc | 23,589 | $2.78M | 0.00% | +131+0.6% | Added |
| Pittenger & Anderson Inc | 22,950 | $2.71M | 0.13% | +22,950 | New |
| Lombard Odier Asset Management (Europe) Ltd | 22,218 | $2.61M | 0.10% | +2,850+14.7% | Added |
| HighTower Advisors, LLC | 22,140 | $2.61M | 0.01% | −499−2.2% | Reduced |
| Private Advisor Group, LLC | 21,886 | $2.58M | 0.02% | +1,554+7.6% | Added |
| Lincluden Management Ltd | 21,596 | $2.54M | 0.22% | +20,935+3,167.2% | Added |
| Assenagon Asset Management S.A. | 21,496 | $2.53M | 0.01% | −1,484−6.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,607 | $2.43M | 0.00% | +375+1.9% | Added |
| Manitou Investment Management Ltd. | 20,195 | $2.38M | 0.37% | −565−2.7% | Reduced |
| Wetherby Asset Management Inc | 19,203 | $2.27M | 0.13% | +2,327+13.8% | Added |
| Associated Banc-Corp | 18,626 | $2.20M | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 17,563 | $2.07M | 0.19% | +1,068+6.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 17,292 | $2.04M | 0.94% | +30+0.2% | Added |
| MML Investors Services, LLC | 17,180 | $2.03M | 0.01% | +738+4.5% | Added |
| Van Eck Associates Corp | 17,056 | $2.01M | 0.00% | −4,956−22.5% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.95M | 0.20% | 00.0% | Unchanged |
| LSV Asset Management | 16,500 | $1.95M | 0.00% | −16,400−49.8% | Reduced |
| Unigestion Holding SA | 15,730 | $1.86M | 0.08% | −2,653−14.4% | Reduced |
| Brewin Dolphin Ltd | 15,510 | $1.83M | 0.07% | −962−5.8% | Reduced |
| Tacita Capital Inc | 15,495 | $1.82M | 1.06% | 00.0% | Unchanged |
| Baader Bank INC | 15,000 | $1.76M | 0.14% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 14,930 | $1.76M | 0.02% | +11,559+342.9% | Added |
| Naples Global Advisors, LLC | 14,882 | $1.76M | 0.20% | +50+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,835 | $1.75M | 0.07% | +9,950+203.7% | Added |
| Truist Financial Corp | 14,774 | $1.74M | 0.00% | −5,241−26.2% | Reduced |