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 |
|---|---|---|---|---|---|
| Nexus Investment Management ULC | 16,544 | $1.59M | 0.18% | 00.0% | Unchanged |
| Twin Tree Management, LP | 16,567 | $1.59M | 0.03% | −149,820−90.0% | Reduced |
| Wetherby Asset Management Inc | 16,796 | $1.61M | 0.11% | −2,407−12.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 17,477 | $1.68M | 0.79% | +185+1.1% | Added |
| NorthRock Partners, LLC | 17,823 | $1.71M | 0.18% | +260+1.5% | Added |
| Van Eck Associates Corp | 17,873 | $1.72M | 0.00% | +817+4.8% | Added |
| Northwestern Mutual Wealth Management Co | 18,013 | $1.73M | 0.00% | −2,594−12.6% | Reduced |
| Associated Banc-Corp | 18,626 | $1.79M | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,183 | $1.84M | 0.00% | −276,105−93.5% | Reduced |
| Manitou Investment Management Ltd. | 20,195 | $1.94M | 0.36% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,894 | $2.01M | 0.02% | +3,714+21.6% | Added |
| Lincluden Management Ltd | 21,596 | $2.08M | 0.23% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 22,080 | $2.12M | 0.12% | −870−3.8% | Reduced |
| HighTower Advisors, LLC | 22,900 | $2.20M | 0.01% | +760+3.4% | Added |
| Assenagon Asset Management S.A. | 23,173 | $2.22M | 0.01% | +1,677+7.8% | Added |
| US Bancorp | 23,739 | $2.28M | 0.00% | −28−0.1% | Reduced |
| Metis Global Partners, LLC | 24,252 | $2.33M | 0.37% | +594+2.5% | Added |
| Natixis Advisors, L.P. | 24,656 | $2.37M | 0.01% | −1,032−4.0% | Reduced |
| Resources Management Corp | 25,030 | $2.41M | 0.39% | −50−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 25,047 | $2.41M | 0.06% | +856+3.5% | Added |
| Bridgeway Capital Management, LLC | 25,200 | $2.42M | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 25,236 | $2.43M | 0.01% | +844+3.5% | Added |
| Price T Rowe Associates Inc | 25,425 | $2.44M | 0.00% | +1,836+7.8% | Added |
| Capital Fund Management S.A. | 25,493 | $2.45M | 0.07% | −13,938−35.3% | Reduced |
| Davis-Rea Ltd. | 26,164 | $2.52M | 0.75% | −115,173−81.5% | Reduced |
| K.J. Harrison & Partners Inc | 26,436 | $2.54M | 0.69% | −72,487−73.3% | Reduced |
| Private Advisor Group, LLC | 26,462 | $2.54M | 0.02% | +4,576+20.9% | Added |
| WoodTrust Financial Corp | 27,003 | $2.60M | 0.58% | 00.0% | Unchanged |
| Power Corp of Canada | 21,314 | $2.64M | 0.54% | −5,335−20.0% | Reduced |
| Trexquant Investment LP | 27,743 | $2.67M | 0.12% | +27,743 | New |
| Umb Bank N A | 27,800 | $2.67M | 0.04% | −800−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,008 | $2.69M | 0.01% | +3,172+12.8% | Added |
| Advisor Group Holdings, Inc. | 27,993 | $2.70M | 0.01% | −8,512−23.3% | Reduced |
| Summit Global Investments | 28,297 | $2.72M | 0.24% | +16,005+130.2% | Added |
| Unigestion Holding SA | 28,431 | $2.73M | 0.15% | +12,701+80.7% | Added |
| CenterBook Partners LP | 29,207 | $2.81M | 0.60% | +29,207 | New |
| Baird Financial Group, Inc. | 30,832 | $2.96M | 0.01% | −1,371−4.3% | Reduced |
| Balyasny Asset Management LLC | 30,961 | $2.98M | 0.01% | −72,960−70.2% | Reduced |
| Ensign Peak Advisors, Inc | 30,429 | $2.98M | 0.01% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 31,061 | $2.99M | 1.63% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 31,998 | $3.08M | 0.00% | +181+0.6% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 32,314 | $3.08M | 0.15% | +10,096+45.4% | Added |
| Foster & Motley Inc | 32,282 | $3.10M | 0.27% | +20,007+163.0% | Added |
| Rathbone Brothers plc | 33,103 | $3.18M | 0.04% | −1,244−3.6% | Reduced |
| Ameriprise Financial Inc | 33,093 | $3.18M | 0.00% | −23,061−41.1% | Reduced |
| Cubist Systematic Strategies, LLC | 36,390 | $3.50M | 0.03% | +24,301+201.0% | Added |
| Principal Financial Group Inc | 38,240 | $3.67M | 0.00% | −3,550−8.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 40,688 | $3.90M | 0.23% | −6,572−13.9% | Reduced |
| Azimuth Capital Investment Management LLC | 43,432 | $4.18M | 0.21% | +43,432 | New |
| Artemis Investment Management LLP | 48,433 | $4.66M | 0.05% | +19,086+65.0% | Added |
| Stifel Financial Corp | 50,305 | $4.84M | 0.01% | +1,300+2.7% | Added |
| Crossmark Global Holdings, Inc. | 50,674 | $4.87M | 0.13% | +2,440+5.1% | Added |
| Marshall Wace, LLP | 52,200 | $5.01M | 0.01% | −895,921−94.5% | Reduced |
| Beacon Pointe Advisors, LLC | 53,179 | $5.11M | 0.11% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 54,152 | $5.21M | 0.00% | −2,085−3.7% | Reduced |
| American Century Companies Inc | 54,481 | $5.24M | 0.00% | +9,255+20.5% | Added |
| Dana Investment Advisors, Inc. | 55,558 | $5.34M | 0.27% | +55,558 | New |
| APG Asset Management N.V. | 58,275 | $5.35M | 0.01% | −47,600−45.0% | Reduced |
| Voloridge Investment Management, LLC | 55,791 | $5.37M | 0.03% | −453−0.8% | Reduced |
| LPL Financial LLC | 58,110 | $5.59M | 0.01% | −3,388−5.5% | Reduced |
| PCJ Investment Counsel Ltd. | 59,181 | $5.69M | 2.82% | −22,660−27.7% | Reduced |
| M&T Bank Corp | 60,184 | $5.79M | 0.03% | +1,130+1.9% | Added |
| Shell Asset Management Co | 67,208 | $6.45M | 0.19% | +1,198+1.8% | Added |
| AlphaCrest Capital Management LLC | 68,487 | $6.59M | 0.32% | +25,435+59.1% | Added |
| Marvin & Palmer Associates Inc | 69,658 | $6.70M | 3.45% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 69,748 | $6.71M | 0.25% | −866−1.2% | Reduced |
| Wells Fargo & Company | 72,629 | $6.97M | 0.00% | −93,020−56.2% | Reduced |
| Raymond James & Associates | 73,336 | $7.05M | 0.01% | +2,656+3.8% | Added |
| Barclays PLC | 73,583 | $7.08M | 0.01% | +36,065+96.1% | Added |
| Thornburg Investment Management Inc | 79,411 | $7.64M | 0.12% | +2,333+3.0% | Added |
| ClariVest Asset Management LLC | 81,176 | $7.79M | 0.34% | +81,176 | New |
| HighPoint Advisor Group LLC | 83,768 | $7.99M | 0.87% | +83,768 | New |
| Eaton Vance Management | 84,240 | $8.10M | 0.01% | −32,940−28.1% | Reduced |
| Westpac Banking Corp | 67,442 | $8.35M | 0.11% | +12,400+22.5% | Added |
| Wellington Management Group LLP | 96,030 | $9.21M | 0.00% | −7,521−7.3% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $9.23M | 1.15% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 97,990 | $9.42M | 0.03% | −390.0% | Reduced |
| Achmea Investment Management B.V. | 99,777 | $9.57M | 0.31% | −26,074−20.7% | Reduced |
| Susquehanna International Group, LLP | 100,467 | $9.66M | 0.02% | +71,067+241.7% | Added |
| Portland Investment Counsel Inc. | 100,810 | $9.69M | 4.88% | +800+0.8% | Added |
| DSM Capital Partners LLC | 101,798 | $9.79M | 0.16% | +17,896+21.3% | Added |
| Janus Henderson Group PLC | 106,708 | $10.2M | 0.01% | −330,517−75.6% | Reduced |
| Vontobel Holding Ltd. | 109,879 | $10.6M | 0.11% | −47,285−30.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 111,100 | $10.7M | 0.11% | +25,900+30.4% | Added |
| Citadel Advisors LLC | 115,466 | $11.1M | 0.02% | +100,881+691.7% | Added |
| STRS Ohio | 116,600 | $11.2M | 0.05% | −31,500−21.3% | Reduced |
| Candriam Luxembourg S.C.A. | 128,945 | $12.4M | 0.10% | +621+0.5% | Added |
| St Germain D J Co Inc | 129,895 | $12.5M | 0.83% | −1,090−0.8% | Reduced |
| USS Investment Management Ltd | 136,054 | $13.1M | 0.14% | −9,885−6.8% | Reduced |
| Pinnacle Financial Partners Inc | 137,630 | $13.2M | 0.47% | +5,948+4.5% | Added |
| Credential Qtrade Securities Inc. | 140,551 | $13.5M | 0.97% | +110,529+368.2% | Added |
| Jarislowsky, Fraser Ltd | 145,562 | $14.0M | 0.09% | +1,159+0.8% | Added |
| DekaBank Deutsche Girozentrale | 149,900 | $14.3M | 0.04% | −5,530−3.6% | Reduced |
| Burgundy Asset Management Ltd. | 150,000 | $14.4M | 0.18% | 00.0% | Unchanged |
| Citigroup Inc | 162,268 | $15.6M | 0.02% | +14,752+10.0% | Added |
| Forsta Ap-Fonden | 163,500 | $15.7M | 0.20% | −1,600−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 175,491 | $16.9M | 0.31% | −5,154−2.9% | Reduced |
| Man Group plc | – | $17.1M | 0.07% | – | – |
| Renaissance Technologies LLC | 179,100 | $17.2M | 0.02% | −87,395−32.8% | Reduced |
| UBS Group AG | 184,025 | $17.7M | 0.01% | +5,979+3.4% | Added |