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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
Connectus Wealth, LLC0$00.00%−7,537−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−5,141−100.0%Sold out
Centiva Capital, LP0$00.00%−4,712−100.0%Sold out
Ninepoint Partners LP0$00.00%−4,353−100.0%Sold out
Virtu Financial LLC0$00.00%−4,011−100.0%Sold out
MQS Management LLC0$00.00%−3,891−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−3,377−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−3,182−100.0%Sold out
Qtron Investments LLC0$00.00%−3,023−100.0%Sold out
West Family Investments, Inc.0$00.00%−2,420−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,387−100.0%Sold out
Westwood Holdings Group Inc.0$00.00%−2,336−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−2,267−100.0%Sold out
ING Groep NV0$00.00%−2,163−100.0%Sold out
Boston Trust Walden Corp0$00.00%−2,150−100.0%Sold out
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−2,300−100.0%Sold out
Ausdal Financial Partners, Inc.0$00.00%−2,071−100.0%Sold out
SNS Financial Group, LLC0$00.00%−2,025−100.0%Sold out
Southland Equity Partners LLC0$00.00%−2,015−100.0%Sold out
Isthmus Partners, LLC0$00.00%−2,007−100.0%Sold out
Bridges Investment Management Inc0$00.00%−2,000−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−1,999−100.0%Sold out
Laidlaw Wealth Management LLC0$00.00%−1,974−100.0%Sold out
RMB Capital Management, LLC0$00.00%−1,965−100.0%Sold out
Prio Wealth Limited Partnership0$00.00%−1,917−100.0%Sold out
Buckhead Capital Management LLC0$00.00%−1,907−100.0%Sold out
ERn Financial, LLC0$00.00%−1,851−100.0%Sold out
Heathbridge Capital Management Ltd.0$00.00%−1,835−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−1,793−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−1,787−100.0%Sold out
V Wealth Advisors LLC0$00.00%−1,754−100.0%Sold out
Regentatlantic Capital LLC0$00.00%−1,742−100.0%Sold out
Laurel Wealth Advisors, Inc.0$00.00%−1,716−100.0%Sold out
Foster Group, Inc.0$00.00%−1,701−100.0%Sold out
Montrusco Bolton Investments Inc.0$00.00%−1,700−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−1,698−100.0%Sold out
TCWP LLC0$00.00%−643−100.0%Sold out
Crewe Advisors LLC0$00.00%−615−100.0%Sold out
Spire Wealth Management0$00.00%−538−100.0%Sold out
Tower View Investment Management & Research LLC0$00.00%−500−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−400−100.0%Sold out
DeDora Capital, Inc.0$00.00%−273−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−260−100.0%Sold out
Fieldpoint Private Securities, LLC0$00.00%−122−100.0%Sold out
TD Ameritrade Investment Management, LLC0$00.00%−106−100.0%Sold out
Exane Derivatives0$00.00%−65−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−25−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−1,000−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Virginia Retirement Systems Et Al––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
Azimuth Capital Management LLC––––Not filed
Legacy Capital Partners, Inc.––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Kings Point Capital Management––––Not filed