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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 14,585 | $1.72M | 0.00% | −171,283−92.2% | Reduced |
| Curbstone Financial Management Corp | 14,534 | $1.72M | 0.32% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 14,424 | $1.70M | 0.29% | +9,334+183.4% | Added |
| Essex Financial Services, Inc. | 13,266 | $1.56M | 0.15% | −1,257−8.7% | Reduced |
| Crescent Grove Advisors, LLC | 12,604 | $1.49M | 0.15% | +1,653+15.1% | Added |
| Summit Global Investments | 12,292 | $1.45M | 0.11% | −427−3.4% | Reduced |
| Foster & Motley Inc | 12,275 | $1.45M | 0.11% | +12,275 | New |
| Cubist Systematic Strategies, LLC | 12,089 | $1.43M | 0.01% | −67,874−84.9% | Reduced |
| BNP Paribas Arbitrage, SA | 11,989 | $1.41M | 0.00% | +8,663+260.5% | Added |
| Employees Provident Fund Board | 11,920 | $1.40M | 0.02% | +5,120+75.3% | Added |
| Cigna Investments Inc | 11,876 | $1.40M | 0.17% | +2,345+24.6% | Added |
| Texas Yale Capital Corp. | 11,648 | $1.37M | 0.07% | 00.0% | Unchanged |
| Financial Counselors Inc | 11,634 | $1.37M | 0.03% | +1,251+12.0% | Added |
| Baldwin Brothers Inc | 11,600 | $1.37M | 0.14% | +11,600 | New |
| Creative Planning | 11,571 | $1.36M | 0.00% | +72+0.6% | Added |
| First American Bank | 11,558 | $1.36M | 0.12% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 11,423 | $1.35M | 0.24% | −722−5.9% | Reduced |
| EHP Funds Inc. | 11,280 | $1.33M | 0.22% | +11,280 | New |
| Oppenheimer & Co Inc | 10,460 | $1.23M | 0.02% | −1,671−13.8% | Reduced |
| Smithfield Trust Co | 10,268 | $1.21M | 0.08% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,267 | $1.21M | 0.07% | −282−2.7% | Reduced |
| State Street Corp | 10,148 | $1.20M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 10,096 | $1.19M | 0.01% | −23−0.2% | Reduced |
| Yousif Capital Management, LLC | 10,027 | $1.18M | 0.01% | 00.0% | Unchanged |
| Advisor Partners LLC | 9,873 | $1.17M | 0.07% | −403−3.9% | Reduced |
| Johnson Financial Group, Inc. | 9,799 | $1.16M | 0.08% | +527+5.7% | Added |
| ICA Group Wealth Management, LLC | 10,326 | $1.13M | 0.22% | +10,326 | New |
| AE Wealth Management LLC | 9,327 | $1.10M | 0.01% | −74−0.8% | Reduced |
| Ritholtz Wealth Management | 9,154 | $1.08M | 0.07% | +5,402+144.0% | Added |
| Cetera Advisor Networks LLC | 8,919 | $1.05M | 0.01% | +1,976+28.5% | Added |
| Berger Financial Group, Inc | 8,895 | $1.05M | 0.13% | −42−0.5% | Reduced |
| Fifth Third Bancorp | 8,831 | $1.04M | 0.00% | −65−0.7% | Reduced |
| Prudential Financial Inc | 8,724 | $1.03M | 0.00% | −2,842−24.6% | Reduced |
| Segall Bryant & Hamill, LLC | 8,687 | $1.02M | 0.01% | +413+5.0% | Added |
| Probity Advisors, Inc. | 8,671 | $1.02M | 0.21% | −249−2.8% | Reduced |
| Prospera Financial Services Inc | 8,175 | $964.0K | 0.04% | +8,175 | New |
| Ipswich Investment Management Co., Inc. | 8,002 | $944.0K | 0.23% | −800−9.1% | Reduced |
| Baskin Financial Services Inc. | 7,903 | $930.0K | 0.08% | 00.0% | Unchanged |
| Veriti Management LLC | 7,526 | $888.0K | 0.11% | +454+6.4% | Added |
| Cordatus Wealth Management LLC | 7,522 | $887.0K | 0.31% | +7,522 | New |
| 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 |
| Blair William & Co | 7,381 | $871.0K | 0.00% | −51−0.7% | Reduced |
| Kestra Advisory Services, LLC | 7,290 | $860.0K | 0.01% | −883−10.8% | Reduced |
| SIG North Trading, ULC | 7,277 | $856.0K | 0.66% | +7,277 | New |
| Ashton Thomas Private Wealth, LLC | 6,961 | $821.2K | 0.07% | +6,961 | New |
| Connectus Wealth, LLC | 7,537 | $814.0K | 0.03% | −609−7.5% | Reduced |
| Forum Financial Management, LP | 6,828 | $805.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,592 | $778.0K | 0.02% | +639+10.7% | Added |
| Gulf International Bank (UK) Ltd | 6,543 | $769.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 6,434 | $759.0K | 0.06% | +98+1.5% | Added |
| Cresset Asset Management, LLC | 6,282 | $741.0K | 0.01% | +200+3.3% | Added |
| Busey Wealth Management | 6,272 | $740.0K | 0.03% | −396−5.9% | Reduced |
| Ti-Trust, Inc | 6,200 | $731.0K | 0.66% | 00.0% | Unchanged |
| 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 |
| The PNC Financial Services Group, Inc. | 6,060 | $715.0K | 0.00% | −13−0.2% | Reduced |
| Burney Co | 6,042 | $713.0K | 0.03% | −273−4.3% | Reduced |
| Natixis | 5,992 | $706.0K | 0.00% | −57,361−90.5% | Reduced |
| JustInvest LLC | 5,825 | $687.0K | 0.03% | +1,295+28.6% | Added |
| Mercer Global Advisors Inc | 5,761 | $680.0K | 0.00% | −78−1.3% | Reduced |
| Vaughan & Co Securities, Inc. | 5,755 | $679.0K | 0.47% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,699 | $672.0K | 0.19% | +90+1.6% | Added |
| Atlas Capital Advisors LLC | 5,636 | $664.9K | 0.10% | −167−2.9% | Reduced |
| Quilter Plc | 5,590 | $658.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Pendal Group Limited | 5,420 | $639.0K | 0.01% | −20,847−79.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $635.2K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,353 | $631.0K | 0.01% | +29+0.5% | Added |
| Banque Pictet & Cie SA | 5,141 | $605.0K | 0.00% | −13,274−72.1% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 5,099 | $600.7K | 0.04% | +23+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 5,028 | $593.0K | 0.00% | −600−10.7% | Reduced |
| Whittier Trust Co | 4,722 | $557.0K | 0.01% | +3,190+208.2% | Added |
| Centiva Capital, LP | 4,712 | $556.0K | 0.03% | +4,712 | New |
| Glenmede Trust Co NA | 4,712 | $555.0K | 0.00% | −232−4.7% | Reduced |
| First Business Financial Services, Inc. | 4,635 | $547.0K | 0.06% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $528.0K | 0.12% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,467 | $527.0K | 0.00% | +2,382+114.2% | Added |
| Corient Capital Partners, LLC | 4,406 | $520.0K | 0.03% | −151−3.3% | Reduced |
| Premier Asset Management LLC | 4,396 | $519.0K | 0.16% | −1,651−27.3% | Reduced |
| Old National Bancorp | 4,377 | $516.0K | 0.02% | +115+2.7% | Added |
| Ninepoint Partners LP | 4,353 | $514.0K | 0.12% | +4,353 | New |
| Magnus Financial Group LLC | 4,325 | $510.0K | 0.09% | −100−2.3% | Reduced |
| Johnson Investment Counsel Inc | 4,248 | $501.0K | 0.01% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 4,600 | $488.0K | 0.19% | +4,600 | New |
| Commerce Bank | 4,132 | $487.0K | 0.00% | −100−2.4% | Reduced |
| Carret Asset Management, LLC | 4,084 | $482.0K | 0.06% | −525−11.4% | Reduced |
| Virtu Financial LLC | 4,011 | $473.0K | 0.04% | +4,011 | New |
| Boltwood Capital Management | 4,000 | $472.0K | 0.18% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,965 | $468.0K | 0.02% | −69−1.7% | Reduced |
| Gotham Asset Management, LLC | 3,950 | $466.0K | 0.01% | +372+10.4% | Added |
| Ballentine Partners, LLC | 3,940 | $465.0K | 0.01% | +415+11.8% | Added |
| MQS Management LLC | 3,891 | $459.0K | 0.37% | −828−17.5% | Reduced |
| 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 |
| Great Valley Advisor Group, Inc. | 3,716 | $438.0K | 0.03% | +97+2.7% | Added |
| Dixon Hubard Feinour & Brown Inc | 3,700 | $436.0K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,566 | $421.0K | 0.02% | +27+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,560 | $420.0K | 0.10% | +118+3.4% | Added |