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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, 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.

Institutional holdersQ2 2022: 487 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 heldQ2 2022: $28.3B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2022.

Institutions holding BMO in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wyoming1,145$110.0K0.07%+23+2.0%Added
JTC Employer Solutions Trusteee Ltd1,162$112.0K0.01%00.0%Unchanged
Trust Co of Vermont1,255$121.0K0.01%+1,255New
Bartlett & Co. Wealth Management LLC1,330$127.9K0.00%00.0%Unchanged
Bartlett & Co. LLC1,330$128.0K0.00%00.0%Unchanged
Allworth Financial LP1,386$133.0K0.00%+86+6.6%Added
Webster Bank, N. A.1,400$135.0K0.02%00.0%Unchanged
Cyrus J. Lawrence, LLC1,400$135.0K0.04%00.0%Unchanged
Bessemer Group Inc1,450$139.0K0.00%−147−9.2%Reduced
Steward Partners Investment Advisory, LLC1,441$139.0K0.00%00.0%Unchanged
PEAK6 Investments LLC1,544$139.4K0.00%+1,544New
Caldwell Trust Co1,500$144.3K0.02%00.0%Unchanged
JJJ Advisors Inc.1,481$149.0K0.04%+135+10.0%Added
Tobam1,720$165.0K0.01%+635+58.5%Added
Huntington National Bank1,742$168.0K0.00%−403−18.8%Reduced
Cutler Group LP1,877$180.0K0.02%+1,877New
NuWave Investment Management, LLC1,902$183.0K0.24%−1,918−50.2%Reduced
Buckingham Strategic Wealth, LLC2,076$200.0K0.00%−18−0.9%Reduced
Avantax Advisory Services, Inc.2,075$200.0K0.00%+131+6.7%Added
Operose Advisors LLC2,087$201.0K0.14%−678−24.5%Reduced
Squarepoint Ops LLC2,088$201.0K0.00%+2,088New
BDO Wealth Advisors, LLC2,110$203.0K0.02%00.0%Unchanged
Boston Private Wealth LLC2,126$204.0K0.00%−1,325−38.4%Reduced
Doliver Advisors, LP2,124$204.0K0.07%−414−16.3%Reduced
Investors Research Corp2,157$207.0K0.06%00.0%Unchanged
Diversified Trust Co2,159$208.0K0.01%−9−0.4%Reduced
Solidarilty Wealth, LLC2,065$208.0K0.11%00.0%Unchanged
Independent Advisor Alliance2,182$210.0K0.01%+3+0.1%Added
Natixis2,222$212.0K0.00%−3,770−62.9%Reduced
Petrus Trust Company, LTA2,207$212.0K0.03%+2,207New
REDW Wealth LLC2,220$213.0K0.08%00.0%Unchanged
CIBC Private Wealth Group, LLC2,244$216.0K0.00%−24,850−91.7%Reduced
Good Life Advisors, LLC2,253$217.0K0.03%00.0%Unchanged
Sequoia Financial Advisors, LLC2,286$220.0K0.01%+378+19.8%Added
180 Wealth Advisors, LLC2,272$220.0K0.06%+2,272New
Lindbrook Capital, LLC2,313$222.0K0.04%+186+8.7%Added
Landaas & Co2,326$224.0K0.14%00.0%Unchanged
Atria Wealth Solutions, Inc.2,333$224.0K0.00%+2,333New
Credit Agricole S A2,361$227.0K0.01%00.0%Unchanged
Westover Capital Advisors, LLC2,400$231.0K0.09%00.0%Unchanged
Knights of Columbus Asset Advisors LLC2,444$235.0K0.02%00.0%Unchanged
Cordasco Financial Network2,460$237.0K0.17%+3+0.1%Added
Cerity Partners LLC2,459$237.0K0.00%+2,459New
Obermeyer Wood Investment Counsel, LLLP2,475$238.0K0.02%+250+11.2%Added
Wendell David Associates Inc2,500$240.0K0.03%00.0%Unchanged
Bluestein R H & Co2,500$240.0K0.01%00.0%Unchanged
Oarsman Capital, Inc.2,513$242.0K0.12%+100+4.1%Added
FDx Advisors, Inc.2,515$242.0K0.01%+2,515New
Wealthsimple Inc.1,963$243.0K0.01%−115−5.5%Reduced
Integrated Wealth Concepts LLC2,530$243.0K0.01%+54+2.2%Added
Bank of Hawaii2,570$247.0K0.02%−584−18.5%Reduced
Park National Corp2,585$249.0K0.01%00.0%Unchanged
Ballentine Partners, LLC2,596$250.0K0.01%−1,344−34.1%Reduced
North Star Investment Management Corp.2,603$250.0K0.02%+2+0.1%Added
Bogart Wealth, LLC2,603$250.0K0.02%00.0%Unchanged
Ellenbecker Investment Group2,607$250.0K0.08%+691+36.1%Added
Ameritas Advisory Services, LLC2,642$254.0K0.01%+36+1.4%Added
Archetype Wealth Partners2,672$257.0K0.07%+15+0.6%Added
Aigen Investment Management, LP2,696$259.0K0.04%−11,728−81.3%Reduced
Five Oceans Advisors2,716$261.0K0.19%+327+13.7%Added
Mutual Advisors, LLC2,735$263.0K0.02%+523+23.6%Added
Parallel Advisors, LLC2,743$264.0K0.01%+125+4.8%Added
Smith, Moore & Co.2,758$265.0K0.04%+868+45.9%Added
Patten & Patten Inc2,783$268.0K0.02%00.0%Unchanged
Captrust Financial Advisors2,818$271.0K0.00%+1,130+66.9%Added
Premier Asset Management LLC2,713$273.0K0.22%−1,683−38.3%Reduced
Enterprise Bank & Trust Co2,920$281.0K0.13%00.0%Unchanged
Aft, Forsyth & Company, Inc.2,936$282.0K0.23%00.0%Unchanged
First Republic Investment Management, Inc.2,958$285.0K0.00%−62−2.1%Reduced
Algert Global LLC2,999$288.0K0.02%00.0%Unchanged
Focus Financial Network, Inc.3,004$288.9K0.02%+439+17.1%Added
Benjamin F. Edwards & Company, Inc.3,011$290.0K0.01%+637+26.8%Added
Cetera Investment Advisers3,054$294.0K0.00%−302−9.0%Reduced
Evergreen Capital Management LLC3,053$294.0K0.02%−294−8.8%Reduced
Brown Brothers Harriman & Co3,079$296.0K0.00%00.0%Unchanged
Americana Partners, LLC3,100$298.0K0.05%00.0%Unchanged
KLCM Advisors, Inc.3,136$302.0K0.07%−125−3.8%Reduced
Ibex Wealth Advisors3,172$305.0K0.07%+3,172New
Thompson Investment Management, Inc.3,227$310.0K0.05%−42−1.3%Reduced
Henshaw Capital LLC3,231$310.7K0.02%00.0%Unchanged
Brighton Jones LLC3,371$324.0K0.02%−195−5.5%Reduced
Cozad Asset Management Inc3,364$324.0K0.05%00.0%Unchanged
Checchi Capital Advisers, LLC3,255$328.0K0.03%+349+12.0%Added
Pathstone Family Office, LLC3,454$332.2K0.01%+1,240+56.0%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,321$335.0K0.09%−239−6.7%Reduced
Puzo Michael J3,500$337.0K0.12%00.0%Unchanged
Silverlake Wealth Management LLC3,547$341.1K0.22%+2+0.1%Added
Carret Asset Management, LLC3,634$349.0K0.05%−450−11.0%Reduced
Quadrant Capital Group LLC3,657$352.0K0.05%+211+6.1%Added
Advisory Services Network, LLC3,693$355.0K0.01%+1,461+65.5%Added
Dixon Hubard Feinour & Brown Inc3,700$356.0K0.04%00.0%Unchanged
Atlas Capital Advisors LLC3,709$356.7K0.06%−1,927−34.2%Reduced
Great Valley Advisor Group, Inc.3,746$360.0K0.02%+30+0.8%Added
Assetmark, Inc3,779$363.0K0.00%+3,664+3,186.1%Added
Archford Capital Strategies, LLC3,809$366.0K0.09%+334+9.6%Added
Annex Advisory Services, LLC3,855$371.0K0.03%+34+0.9%Added
Cary Street Partner Investment Advisory LLC3,890$374.0K0.03%+3,890New
SG Americas Securities, LLC3,906$376.0K0.01%+2,932+301.0%Added
Boltwood Capital Management4,000$385.0K0.17%00.0%Unchanged
Johnson Investment Counsel Inc4,048$389.0K0.01%−200−4.7%Reduced