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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 505 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ1 2022: $34.0B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2021.

Institutions holding BMO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Silverlake Wealth Management LLC3,545$418.2K0.24%+28+0.8%Added
Puzo Michael J3,500$413.0K0.12%00.0%Unchanged
Archford Capital Strategies, LLC3,475$411.0K0.09%+152+4.6%Added
Quadrant Capital Group LLC3,446$407.0K0.05%+394+12.9%Added
Boston Private Wealth LLC3,451$407.0K0.01%+486+16.4%Added
Banco Bilbao Vizcaya Argentaria, S.A.3,377$401.0K0.01%−1,145−25.3%Reduced
Cozad Asset Management Inc3,364$397.0K0.06%−360−9.7%Reduced
Cetera Investment Advisers3,356$396.0K0.01%−420−11.1%Reduced
Evergreen Capital Management LLC3,347$395.0K0.02%+232+7.4%Added
Campbell & CO Investment Adviser LLC3,300$389.0K0.10%+3,300New
Thompson Investment Management, Inc.3,269$386.0K0.06%00.0%Unchanged
KLCM Advisors, Inc.3,261$385.0K0.08%00.0%Unchanged
Henshaw Capital LLC3,231$381.2K0.02%+3,231New
Eqis Capital Management, Inc.3,182$375.0K0.03%+3,182New
Bank of Hawaii3,154$372.0K0.02%−165−5.0%Reduced
Americana Partners, LLC3,100$365.0K0.11%+16+0.5%Added
Brown Brothers Harriman & Co3,079$363.0K0.00%00.0%Unchanged
First Republic Investment Management, Inc.3,020$356.0K0.00%−74−2.4%Reduced
Qtron Investments LLC3,023$356.0K0.08%+3,023New
Algert Global LLC2,999$353.0K0.02%+2,999New
Aft, Forsyth & Company, Inc.2,936$346.0K0.22%00.0%Unchanged
Enterprise Bank & Trust Co2,920$344.0K0.14%00.0%Unchanged
Checchi Capital Advisers, LLC2,906$343.0K0.04%+282+10.7%Added
Patten & Patten Inc2,783$328.0K0.02%00.0%Unchanged
Operose Advisors LLC2,765$326.0K0.23%+2,339+549.1%Added
Archetype Wealth Partners2,657$313.0K0.08%00.0%Unchanged
Parallel Advisors, LLC2,618$311.0K0.01%−9−0.3%Reduced
North Star Investment Management Corp.2,601$307.0K0.02%+2+0.1%Added
Bogart Wealth, LLC2,603$307.0K0.03%+212+8.9%Added
Ameritas Advisory Services, LLC2,606$307.0K0.01%+220+9.2%Added
Wealthsimple Inc.2,078$306.0K0.01%+166+8.7%Added
Park National Corp2,585$305.0K0.01%00.0%Unchanged
Focus Financial Network, Inc.2,565$302.6K0.02%+206+8.7%Added
Doliver Advisors, LP2,538$299.0K0.09%−112−4.2%Reduced
Bluestein R H & Co2,500$295.0K0.01%00.0%Unchanged
Wendell David Associates Inc2,500$295.0K0.03%+100+4.2%Added
Integrated Wealth Concepts LLC2,476$292.0K0.01%−18−0.7%Reduced
Cordasco Financial Network2,457$290.0K0.19%+2+0.1%Added
Knights of Columbus Asset Advisors LLC2,444$288.0K0.02%+661+37.1%Added
West Family Investments, Inc.2,420$285.0K0.08%+71+3.0%Added
Oarsman Capital, Inc.2,413$285.0K0.11%+90+3.9%Added
Westover Capital Advisors, LLC2,400$283.0K0.09%00.0%Unchanged
Belpointe Asset Management LLC2,387$282.0K0.02%−338−12.4%Reduced
Five Oceans Advisors2,389$282.0K0.25%+2,389New
Benjamin F. Edwards & Company, Inc.2,374$280.0K0.01%+596+33.5%Added
Credit Agricole S A2,361$279.0K0.01%00.0%Unchanged
Westwood Holdings Group Inc.2,336$276.0K0.00%−664−22.1%Reduced
AdvisorNet Financial, Inc2,320$274.0K0.02%−200−7.9%Reduced
Pathstone Family Office, LLC2,214$272.0K0.01%−21−0.9%Reduced
Schechter Investment Advisors, LLC2,267$267.0K0.02%+393+21.0%Added
Good Life Advisors, LLC2,253$266.0K0.03%+92+4.3%Added
Advisory Services Network, LLC2,232$263.0K0.01%+2,232New
Obermeyer Wood Investment Counsel, LLLP2,225$262.0K0.02%00.0%Unchanged
REDW Wealth LLC2,220$262.0K0.08%00.0%Unchanged
Mutual Advisors, LLC2,212$261.0K0.01%+89+4.2%Added
Independent Advisor Alliance2,179$257.0K0.01%00.0%Unchanged
Diversified Trust Co2,168$256.0K0.01%00.0%Unchanged
ING Groep NV2,163$255.0K0.00%−346−13.8%Reduced
Boston Trust Walden Corp2,150$254.0K0.00%−25−1.1%Reduced
Investors Research Corp2,157$254.0K0.07%00.0%Unchanged
Huntington National Bank2,145$253.0K0.00%+534+33.1%Added
Landaas & Co2,326$251.0K0.13%00.0%Unchanged
Lindbrook Capital, LLC2,127$251.0K0.04%00.0%Unchanged
BDO Wealth Advisors, LLC2,110$249.0K0.03%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,300$248.0K0.00%00.0%Unchanged
Buckingham Strategic Wealth, LLC2,094$247.0K0.00%+2,094New
Ausdal Financial Partners, Inc.2,071$244.0K0.03%00.0%Unchanged
SNS Financial Group, LLC2,025$239.0K0.03%00.0%Unchanged
Southland Equity Partners LLC2,015$237.7K0.10%+50+2.5%Added
Isthmus Partners, LLC2,007$237.0K0.04%+2,007New
Solidarilty Wealth, LLC2,065$237.0K0.13%+2,065New
Bridges Investment Management Inc2,000$236.0K0.01%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.1,999$236.0K0.04%+1,999New
Laidlaw Wealth Management LLC1,974$233.0K0.04%+1,974New
RMB Capital Management, LLC1,965$232.0K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.1,944$228.0K0.00%+46+2.4%Added
Prio Wealth Limited Partnership1,917$226.0K0.01%−233−10.8%Reduced
Ellenbecker Investment Group1,916$226.0K0.06%−6−0.3%Reduced
Buckhead Capital Management LLC1,907$225.0K0.05%00.0%Unchanged
Sequoia Financial Advisors, LLC1,908$225.0K0.01%+1,908New
Smith, Moore & Co.1,890$223.0K0.03%00.0%Unchanged
ERn Financial, LLC1,851$218.0K0.05%+1,851New
Heathbridge Capital Management Ltd.1,835$216.0K0.07%+1,835New
Arete Wealth Advisors, LLC1,793$211.0K0.02%+1,793New
Kestra Private Wealth Services, LLC1,787$211.0K0.01%+1,787New
Vise Technologies, Inc.1,777$210.0K0.08%+1,777New
V Wealth Advisors LLC1,754$207.0K0.03%+1,754New
Regentatlantic Capital LLC1,742$206.0K0.01%+1,742New
Laurel Wealth Advisors, Inc.1,716$202.0K0.02%+1,716New
Foster Group, Inc.1,701$201.0K0.02%+1,701New
Montrusco Bolton Investments Inc.1,700$200.0K0.00%+1,700New
Valeo Financial Advisors, LLC1,698$200.0K0.01%+1,698New
Captrust Financial Advisors1,688$199.0K0.00%−820−32.7%Reduced
Bessemer Group Inc1,597$188.0K0.00%−25−1.5%Reduced
Caldwell Trust Co1,500$177.0K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,441$170.0K0.00%+45+3.2%Added
Webster Bank, N. A.1,400$165.0K0.02%00.0%Unchanged
Cyrus J. Lawrence, LLC1,400$165.0K0.04%+1,400New
JJJ Advisors Inc.1,346$159.0K0.04%+10+0.7%Added
Bartlett & Co. LLC1,330$157.0K0.00%+1,330New