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, Q2 2022
Institutional positions in Bank of Montreal as of Jun 30, 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
- 487
- −10 vs. Q1 2022
- Shares held
- 293.3M
- +6.49M (+2.3%) vs. Q1 2022
- Total value
- $28.3B
- −$5.58B (−16.5%) vs. Q1 2022
- New holders
- 51
- 169 more added
- Sold out
- 61
- 140 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 1 | $0 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.00K | 0.00% | +24+600.0% | Added |
| Sugarloaf Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 33 | $3.00K | 0.00% | +33 | New |
| Motco | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 40 | $4.00K | 0.00% | +40 | New |
| Financial Perspectives, Inc | 43 | $4.10K | 0.00% | +1+2.4% | Added |
| Creative Financial Designs Inc | 52 | $5.00K | 0.00% | +1+2.0% | Added |
| HM Payson & Co | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 67 | $6.00K | 0.00% | −222−76.8% | Reduced |
| Gradient Investments LLC | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $6.00K | 0.00% | +65 | New |
| Earnest Partners LLC | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 66 | $8.00K | 0.00% | +66 | New |
| Schubert & Co | 87 | $8.00K | 0.01% | +87 | New |
| Oakworth Capital, Inc. | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 102 | $10.0K | 0.00% | +102 | New |
| IFP Advisors, Inc | 178 | $11.0K | 0.00% | −154−46.4% | Reduced |
| MCF Advisors LLC | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $12.0K | 0.00% | +1+0.8% | Added |
| Massmutual Trust Co FSB | 139 | $13.0K | 0.00% | +39+39.0% | Added |
| Northwest Investment Counselors, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 143 | $14.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 151 | $15.0K | 0.00% | −126−45.5% | Reduced |
| GHP Investment Advisors, Inc. | 161 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $15.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 152 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 159 | $15.0K | 0.00% | +14+9.7% | Added |
| WFA Asset Management Corp | 181 | $17.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 197 | $19.0K | 0.00% | −118−37.5% | Reduced |
| Hexagon Capital Partners LLC | 198 | $19.0K | 0.01% | +198 | New |
| Sargent Bickham Lagudis LLC | 211 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 213 | $20.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 209 | $20.0K | 0.00% | +69+49.3% | Added |
| Optiver Holding B.V. | 224 | $22.0K | 0.00% | +224 | New |
| WFA of San Diego, LLC | 250 | $24.0K | 0.02% | +250 | New |
| Proequities, Inc. | 256 | $25.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 275 | $27.0K | 0.00% | +200+266.7% | Added |
| Johnson Midwest Financial, LLC | 286 | $28.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 293 | $28.0K | 0.00% | +43+17.2% | Added |
| Banque Cantonale Vaudoise | 300 | $29.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 326 | $31.0K | 0.00% | +1+0.3% | Added |
| Glassman Wealth Services | 326 | $31.0K | 0.01% | +32+10.9% | Added |
| Global Retirement Partners, LLC | 319 | $31.0K | 0.00% | +6+1.9% | Added |
| Compagnie Lombard Odier SCmA | 340 | $33.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $34.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 350 | $34.0K | 0.01% | +350 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 393 | $38.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 403 | $39.0K | 0.01% | +403 | New |
| Capital Analysts, LLC | 439 | $42.0K | 0.00% | +2+0.5% | Added |
| Ravenstone Capital Management Inc. | 440 | $42.3K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 381 | $45.0K | 0.00% | +381 | New |
| Duncker Streett & Co Inc | 526 | $51.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 452 | $56.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 595 | $57.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $58.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 605 | $58.0K | 0.01% | +605 | New |
| Cullen/Frost Bankers, Inc. | 612 | $59.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 685 | $66.0K | 0.00% | −75−9.9% | Reduced |
| Venture Visionary Partners LLC | 692 | $66.5K | 0.01% | +692 | New |
| First Community Trust NA | 707 | $68.0K | 0.08% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $72.0K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 770 | $76.0K | 0.05% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $77.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 814 | $78.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 912 | $87.0K | 0.03% | +4+0.4% | Added |
| Contravisory Investment Management, Inc. | 956 | $92.0K | 0.03% | −12−1.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 960 | $92.0K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $94.0K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $96.0K | 0.01% | −1,320−56.9% | Reduced |
| Tompkins Financial Corp | 1,000 | $96.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $96.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $96.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $96.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,094 | $105.2K | 0.04% | 00.0% | Unchanged |