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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 4,093 | $394.0K | 0.02% | +128+3.2% | Added |
| Dixon Mitchell Investment Counsel Inc. | 4,106 | $394.8K | 0.03% | −993−19.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,117 | $396.0K | 0.04% | −2,844−40.9% | Reduced |
| Corient Capital Partners, LLC | 4,114 | $396.0K | 0.03% | −292−6.6% | Reduced |
| Commerce Bank | 4,121 | $396.0K | 0.00% | −11−0.3% | Reduced |
| Magnus Financial Group LLC | 4,329 | $416.0K | 0.08% | +4+0.1% | Added |
| Gotham Asset Management, LLC | 4,335 | $417.0K | 0.01% | +385+9.7% | Added |
| Old National Bancorp | 4,350 | $418.0K | 0.01% | −27−0.6% | Reduced |
| Wolverine Trading, LLC | 4,466 | $430.0K | 0.01% | +4,466 | New |
| Rowland & Co Investment Counsel | 4,476 | $430.5K | 0.11% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 4,569 | $439.0K | 0.00% | −143−3.0% | Reduced |
| Vise Technologies, Inc. | 4,564 | $439.0K | 0.17% | +2,787+156.8% | Added |
| David R. Rahn & Associates Inc. | 4,600 | $442.0K | 0.18% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,595 | $442.0K | 0.03% | +4,595 | New |
| First Business Financial Services, Inc. | 4,635 | $446.0K | 0.06% | 00.0% | Unchanged |
| Unio Capital LLC | 4,640 | $446.0K | 0.26% | +4,640 | New |
| Whittier Trust Co | 4,724 | $454.0K | 0.01% | +20.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,819 | $459.0K | 0.04% | +4,819 | New |
| Prudential Financial Inc | 4,824 | $465.0K | 0.00% | −3,900−44.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,028 | $483.0K | 0.00% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 5,257 | $498.0K | 0.13% | +5,257 | New |
| Andra AP-fonden | 4,100 | $507.0K | 0.01% | +4,100 | New |
| Two Sigma Securities, LLC | 5,373 | $517.0K | 0.09% | +5,373 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $519.2K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,441 | $523.0K | 0.01% | +88+1.6% | Added |
| D.A. Davidson & Co. | 5,525 | $531.0K | 0.01% | +10.0% | Added |
| Dorsey & Whitney Trust CO LLC | 5,522 | $531.0K | 0.05% | −12−0.2% | Reduced |
| Quilter Plc | 5,590 | $538.0K | 0.02% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 5,618 | $540.0K | 0.15% | +5,618 | New |
| Burney Co | 5,683 | $547.0K | 0.03% | −359−5.9% | Reduced |
| Gulf International Bank (UK) Ltd | 6,543 | $548.0K | 0.01% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 5,755 | $553.0K | 0.44% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,699 | $555.0K | 0.18% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,947 | $572.0K | 0.01% | −335−5.3% | Reduced |
| Busey Wealth Management | 6,272 | $603.0K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 6,265 | $603.0K | 0.30% | +6,265 | New |
| Tradition Wealth Management, LLC | 6,343 | $610.0K | 0.09% | +216+3.5% | Added |
| David Loasby | 6,275 | $611.0K | 0.09% | +30.0% | Added |
| Mercer Global Advisors Inc | 6,394 | $615.0K | 0.00% | +633+11.0% | Added |
| The PNC Financial Services Group, Inc. | 6,418 | $618.0K | 0.00% | +358+5.9% | Added |
| Nwam LLC | 6,592 | $625.0K | 0.06% | +158+2.5% | Added |
| Ti-Trust, Inc | 6,552 | $630.0K | 0.65% | +352+5.7% | Added |
| Forum Financial Management, LP | 6,828 | $657.0K | 0.03% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 6,863 | $659.0K | 0.07% | −1,040−13.2% | Reduced |
| Verition Fund Management LLC | 6,889 | $663.0K | 0.01% | +6,889 | New |
| Signaturefd, LLC | 7,078 | $681.0K | 0.02% | +486+7.4% | Added |
| Oppenheimer & Co Inc | 7,132 | $686.0K | 0.01% | −3,328−31.8% | Reduced |
| JustInvest LLC | 7,250 | $697.0K | 0.03% | +1,425+24.5% | Added |
| Blair William & Co | 7,277 | $700.0K | 0.00% | −104−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,638 | $735.0K | 0.20% | +4,338+131.5% | Added |
| Veriti Management LLC | 7,673 | $738.0K | 0.10% | +147+2.0% | Added |
| Marathon Capital Management | 7,725 | $743.0K | 0.24% | +7,725 | New |
| BNP Paribas Arbitrage, SA | 8,205 | $789.1K | 0.00% | −3,784−31.6% | Reduced |
| FORA Capital, LLC | 8,225 | $791.0K | 0.16% | +8,225 | New |
| Ipswich Investment Management Co., Inc. | 8,510 | $818.0K | 0.24% | +508+6.3% | Added |
| Segall Bryant & Hamill, LLC | 8,599 | $826.0K | 0.01% | −88−1.0% | Reduced |
| Vident Investment Advisory, LLC | 8,661 | $831.0K | 0.02% | +1,189+15.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,682 | $835.0K | 0.00% | +1,250+16.8% | Added |
| Fifth Third Bancorp | 8,716 | $838.0K | 0.00% | −115−1.3% | Reduced |
| Berger Financial Group, Inc | 8,924 | $858.0K | 0.13% | +29+0.3% | Added |
| Probity Advisors, Inc. | 8,970 | $863.0K | 0.20% | +299+3.4% | Added |
| Essex Financial Services, Inc. | 9,000 | $866.0K | 0.10% | −4,266−32.2% | Reduced |
| AE Wealth Management LLC | 9,025 | $868.0K | 0.01% | −302−3.2% | Reduced |
| Capital World Investors | 9,200 | $885.0K | 0.00% | +9,200 | New |
| Johnson Financial Group, Inc. | 9,385 | $903.0K | 0.06% | −414−4.2% | Reduced |
| Castleview Partners, LLC | 39,221 | $905.2K | 0.87% | +39,121+39,121.0% | Added |
| Tacita Capital Inc | 9,535 | $917.0K | 0.63% | −5,960−38.5% | Reduced |
| Advisor Partners LLC | 9,671 | $930.0K | 0.07% | −202−2.0% | Reduced |
| Kestra Advisory Services, LLC | 9,676 | $931.0K | 0.01% | +2,386+32.7% | Added |
| Ritholtz Wealth Management | 9,762 | $939.0K | 0.06% | +608+6.6% | Added |
| Crescent Grove Advisors, LLC | 9,853 | $948.0K | 0.10% | −2,751−21.8% | Reduced |
| Yousif Capital Management, LLC | 9,957 | $958.0K | 0.01% | −70−0.7% | Reduced |
| Comerica Bank | 10,015 | $964.0K | 0.01% | −81−0.8% | Reduced |
| Cetera Advisor Networks LLC | 10,044 | $966.0K | 0.01% | +1,125+12.6% | Added |
| State Street Corp | 10,148 | $976.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 10,200 | $981.0K | 0.00% | +10,200 | New |
| Smithfield Trust Co | 10,268 | $988.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,387 | $997.0K | 0.02% | −20,029−65.9% | Reduced |
| North Star Asset Management Inc | 10,618 | $1.02M | 0.07% | +351+3.4% | Added |
| ICA Group Wealth Management, LLC | 10,142 | $1.04M | 0.20% | −184−1.8% | Reduced |
| Financial Counselors Inc | 10,997 | $1.06M | 0.02% | −637−5.5% | Reduced |
| Pegasus Partners Ltd. | 11,423 | $1.10M | 0.23% | 00.0% | Unchanged |
| First American Bank | 11,520 | $1.11M | 0.11% | −38−0.3% | Reduced |
| Baldwin Brothers Inc | 11,600 | $1.12M | 0.14% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 11,648 | $1.12M | 0.07% | 00.0% | Unchanged |
| Employees Provident Fund Board | 11,920 | $1.14M | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 12,341 | $1.19M | 0.24% | +465+3.9% | Added |
| Mainstay Capital Management LLC | 12,420 | $1.20M | 0.28% | +12,420 | New |
| Creative Planning | 12,692 | $1.22M | 0.00% | +1,121+9.7% | Added |
| Pendal Group Limited | 12,737 | $1.23M | 0.01% | +7,317+135.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,820 | $1.23M | 0.16% | +12,820 | New |
| Rockefeller Capital Management L.P. | 13,193 | $1.27M | 0.01% | −56,644−81.1% | Reduced |
| Truist Financial Corp | 13,566 | $1.30M | 0.00% | −1,208−8.2% | Reduced |
| Advisors Asset Management, Inc. | 13,694 | $1.32M | 0.02% | +13,694 | New |
| Guggenheim Capital LLC | 14,266 | $1.37M | 0.01% | +9,799+219.4% | Added |
| Curbstone Financial Management Corp | 14,334 | $1.38M | 0.32% | −200−1.4% | Reduced |
| Naples Global Advisors, LLC | 14,832 | $1.43M | 0.19% | −50−0.3% | Reduced |
| Baader Bank INC | 15,000 | $1.44M | 0.14% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 15,086 | $1.45M | 0.06% | +251+1.7% | Added |
| Brewin Dolphin Ltd | 15,179 | $1.46M | 0.07% | −331−2.1% | Reduced |