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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 1,330 | $156.9K | 0.00% | +1,330 | New |
| Allworth Financial LP | 1,300 | $153.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $137.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,122 | $132.0K | 0.07% | +480+74.8% | Added |
| Sutton Wealth Advisors Inc. | 1,094 | $129.1K | 0.04% | 00.0% | Unchanged |
| Tobam | 1,085 | $128.0K | 0.01% | +1,085 | New |
| Washington Trust Co | 1,000 | $118.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $118.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $118.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $118.0K | 0.02% | +1,000 | New |
| Iron Horse Wealth Management, LLC | 980 | $116.0K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 974 | $115.0K | 0.00% | +974 | New |
| Contravisory Investment Management, Inc. | 968 | $114.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 960 | $113.0K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 908 | $107.0K | 0.03% | +3+0.3% | Added |
| SRS Capital Advisors, Inc. | 814 | $96.0K | 0.01% | +71+9.6% | Added |
| Bray Capital Advisors | 800 | $94.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 760 | $90.0K | 0.00% | +375+97.4% | Added |
| Pacifica Partners Inc. | 770 | $89.0K | 0.06% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $89.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 707 | $83.0K | 0.08% | 00.0% | Unchanged |
| TCWP LLC | 643 | $75.0K | 0.01% | +643 | New |
| Crewe Advisors LLC | 615 | $73.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 612 | $72.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $71.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 595 | $70.2K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 452 | $66.0K | 0.00% | −102−18.4% | Reduced |
| Spire Wealth Management | 538 | $63.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 526 | $62.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 518 | $61.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $59.0K | 0.03% | −200−28.6% | Reduced |
| Sofos Investments, Inc. | 236 | $58.0K | 0.00% | +128+118.5% | Added |
| Capital Analysts, LLC | 437 | $52.0K | 0.00% | +2+0.5% | Added |
| Ravenstone Capital Management Inc. | 440 | $51.8K | 0.04% | −13−2.9% | Reduced |
| Selective Wealth Management, Inc. | 400 | $47.0K | 0.02% | +400 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 393 | $46.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $41.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 340 | $40.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 325 | $38.0K | 0.00% | +8+2.5% | Added |
| Exchange Traded Concepts, LLC | 315 | $37.0K | 0.00% | +3+1.0% | Added |
| Banque Cantonale Vaudoise | 300 | $35.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 294 | $35.0K | 0.01% | +8+2.8% | Added |
| Johnson Midwest Financial, LLC | 286 | $34.0K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 289 | $34.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 277 | $33.0K | 0.00% | +172+163.8% | Added |
| Global Retirement Partners, LLC | 313 | $33.0K | 0.00% | +313 | New |
| DeDora Capital, Inc. | 273 | $32.0K | 0.01% | +273 | New |
| Bedel Financial Consulting, Inc. | 260 | $31.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 256 | $30.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 250 | $29.0K | 0.00% | +194+346.4% | Added |
| Sargent Bickham Lagudis LLC | 211 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 213 | $25.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 181 | $21.4K | 0.01% | +181 | New |
| IFP Advisors, Inc | 332 | $20.0K | 0.00% | +332 | New |
| McIlrath & Eck, LLC | 160 | $19.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $19.0K | 0.00% | +161 | New |
| Northwest Investment Counselors, LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 152 | $18.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 143 | $17.0K | 0.00% | −21−12.8% | Reduced |
| Financial Management Professionals, Inc. | 140 | $17.0K | 0.00% | +18+14.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $17.0K | 0.00% | +19+15.1% | Added |
| Westside Investment Management, Inc. | 150 | $17.0K | 0.00% | +150 | New |
| Tradewinds Capital Management, LLC | 125 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 122 | $14.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 119 | $14.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 115 | $14.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 106 | $13.0K | 0.00% | +106 | New |
| MCF Advisors LLC | 110 | $13.0K | 0.00% | +110 | New |
| Stonebridge Capital Advisors LLC | 100 | $12.0K | 0.00% | −75−42.9% | Reduced |
| Massmutual Trust Co FSB | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $12.0K | 0.01% | +100 | New |
| Castleview Partners, LLC | 100 | $11.0K | 0.01% | −10,672−99.1% | Reduced |
| Earnest Partners LLC | 81 | $10.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 87 | $10.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 75 | $9.00K | 0.00% | +75 | New |
| Gradient Investments LLC | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 65 | $7.64K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 52 | $6.08K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 51 | $6.00K | 0.00% | +51 | New |
| TCTC Holdings, LLC | 51 | $6.00K | 0.00% | +51 | New |
| Spectrum Management Group, LLC | 51 | $6.00K | 0.00% | +51 | New |
| Motco | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 42 | $4.99K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42 | $4.00K | 0.00% | −7,300−99.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $4.00K | 0.00% | +35 | New |
| Sandy Spring Bank | 23 | $3.00K | 0.00% | −1,016−97.8% | Reduced |
| Tarbox Family Office, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |