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 |
|---|---|---|---|---|---|
| STRS Ohio | 116,600 | $11.2M | 0.05% | −31,500−21.3% | Reduced |
| Citadel Advisors LLC | 115,466 | $11.1M | 0.02% | +100,881+691.7% | Added |
| Schonfeld Strategic Advisors LLC | 111,100 | $10.7M | 0.11% | +25,900+30.4% | Added |
| Vontobel Holding Ltd. | 109,879 | $10.6M | 0.11% | −47,285−30.1% | Reduced |
| Janus Henderson Group PLC | 106,708 | $10.2M | 0.01% | −330,517−75.6% | Reduced |
| DSM Capital Partners LLC | 101,798 | $9.79M | 0.16% | +17,896+21.3% | Added |
| Portland Investment Counsel Inc. | 100,810 | $9.69M | 4.88% | +800+0.8% | Added |
| Susquehanna International Group, LLP | 100,467 | $9.66M | 0.02% | +71,067+241.7% | Added |
| Achmea Investment Management B.V. | 99,777 | $9.57M | 0.31% | −26,074−20.7% | Reduced |
| Federated Hermes, Inc. | 97,990 | $9.42M | 0.03% | −390.0% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $9.23M | 1.15% | 00.0% | Unchanged |
| Wellington Management Group LLP | 96,030 | $9.21M | 0.00% | −7,521−7.3% | Reduced |
| Westpac Banking Corp | 67,442 | $8.35M | 0.11% | +12,400+22.5% | Added |
| Eaton Vance Management | 84,240 | $8.10M | 0.01% | −32,940−28.1% | Reduced |
| HighPoint Advisor Group LLC | 83,768 | $7.99M | 0.87% | +83,768 | New |
| ClariVest Asset Management LLC | 81,176 | $7.79M | 0.34% | +81,176 | New |
| Thornburg Investment Management Inc | 79,411 | $7.64M | 0.12% | +2,333+3.0% | Added |
| Barclays PLC | 73,583 | $7.08M | 0.01% | +36,065+96.1% | Added |
| Raymond James & Associates | 73,336 | $7.05M | 0.01% | +2,656+3.8% | Added |
| Wells Fargo & Company | 72,629 | $6.97M | 0.00% | −93,020−56.2% | Reduced |
| Northwest & Ethical Investments L.P. | 69,748 | $6.71M | 0.25% | −866−1.2% | Reduced |
| Marvin & Palmer Associates Inc | 69,658 | $6.70M | 3.45% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 68,487 | $6.59M | 0.32% | +25,435+59.1% | Added |
| Shell Asset Management Co | 67,208 | $6.45M | 0.19% | +1,198+1.8% | Added |
| M&T Bank Corp | 60,184 | $5.79M | 0.03% | +1,130+1.9% | Added |
| PCJ Investment Counsel Ltd. | 59,181 | $5.69M | 2.82% | −22,660−27.7% | Reduced |
| LPL Financial LLC | 58,110 | $5.59M | 0.01% | −3,388−5.5% | Reduced |
| Voloridge Investment Management, LLC | 55,791 | $5.37M | 0.03% | −453−0.8% | Reduced |
| APG Asset Management N.V. | 58,275 | $5.35M | 0.01% | −47,600−45.0% | Reduced |
| Dana Investment Advisors, Inc. | 55,558 | $5.34M | 0.27% | +55,558 | New |
| American Century Companies Inc | 54,481 | $5.24M | 0.00% | +9,255+20.5% | Added |
| Alliancebernstein L.P. | 54,152 | $5.21M | 0.00% | −2,085−3.7% | Reduced |
| Beacon Pointe Advisors, LLC | 53,179 | $5.11M | 0.11% | 00.0% | Unchanged |
| Marshall Wace, LLP | 52,200 | $5.01M | 0.01% | −895,921−94.5% | Reduced |
| Crossmark Global Holdings, Inc. | 50,674 | $4.87M | 0.13% | +2,440+5.1% | Added |
| Stifel Financial Corp | 50,305 | $4.84M | 0.01% | +1,300+2.7% | Added |
| Artemis Investment Management LLP | 48,433 | $4.66M | 0.05% | +19,086+65.0% | Added |
| Azimuth Capital Investment Management LLC | 43,432 | $4.18M | 0.21% | +43,432 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 40,688 | $3.90M | 0.23% | −6,572−13.9% | Reduced |
| Principal Financial Group Inc | 38,240 | $3.67M | 0.00% | −3,550−8.5% | Reduced |
| Cubist Systematic Strategies, LLC | 36,390 | $3.50M | 0.03% | +24,301+201.0% | Added |
| Ameriprise Financial Inc | 33,093 | $3.18M | 0.00% | −23,061−41.1% | Reduced |
| Rathbone Brothers plc | 33,103 | $3.18M | 0.04% | −1,244−3.6% | Reduced |
| Foster & Motley Inc | 32,282 | $3.10M | 0.27% | +20,007+163.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 32,314 | $3.08M | 0.15% | +10,096+45.4% | Added |
| Envestnet Asset Management Inc | 31,998 | $3.08M | 0.00% | +181+0.6% | Added |
| Silver Lake Advisory, LLC | 31,061 | $2.99M | 1.63% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 30,429 | $2.98M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 30,961 | $2.98M | 0.01% | −72,960−70.2% | Reduced |
| Baird Financial Group, Inc. | 30,832 | $2.96M | 0.01% | −1,371−4.3% | Reduced |
| CenterBook Partners LP | 29,207 | $2.81M | 0.60% | +29,207 | New |
| Unigestion Holding SA | 28,431 | $2.73M | 0.15% | +12,701+80.7% | Added |
| Summit Global Investments | 28,297 | $2.72M | 0.24% | +16,005+130.2% | Added |
| Advisor Group Holdings, Inc. | 27,993 | $2.70M | 0.01% | −8,512−23.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,008 | $2.69M | 0.01% | +3,172+12.8% | Added |
| Umb Bank N A | 27,800 | $2.67M | 0.04% | −800−2.8% | Reduced |
| Trexquant Investment LP | 27,743 | $2.67M | 0.12% | +27,743 | New |
| Power Corp of Canada | 21,314 | $2.64M | 0.54% | −5,335−20.0% | Reduced |
| WoodTrust Financial Corp | 27,003 | $2.60M | 0.58% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,462 | $2.54M | 0.02% | +4,576+20.9% | Added |
| K.J. Harrison & Partners Inc | 26,436 | $2.54M | 0.69% | −72,487−73.3% | Reduced |
| Davis-Rea Ltd. | 26,164 | $2.52M | 0.75% | −115,173−81.5% | Reduced |
| Capital Fund Management S.A. | 25,493 | $2.45M | 0.07% | −13,938−35.3% | Reduced |
| Price T Rowe Associates Inc | 25,425 | $2.44M | 0.00% | +1,836+7.8% | Added |
| Commonwealth Equity Services, LLC | 25,236 | $2.43M | 0.01% | +844+3.5% | Added |
| Bridgeway Capital Management, LLC | 25,200 | $2.42M | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 25,047 | $2.41M | 0.06% | +856+3.5% | Added |
| Resources Management Corp | 25,030 | $2.41M | 0.39% | −50−0.2% | Reduced |
| Natixis Advisors, L.P. | 24,656 | $2.37M | 0.01% | −1,032−4.0% | Reduced |
| Metis Global Partners, LLC | 24,252 | $2.33M | 0.37% | +594+2.5% | Added |
| US Bancorp | 23,739 | $2.28M | 0.00% | −28−0.1% | Reduced |
| Assenagon Asset Management S.A. | 23,173 | $2.22M | 0.01% | +1,677+7.8% | Added |
| HighTower Advisors, LLC | 22,900 | $2.20M | 0.01% | +760+3.4% | Added |
| Pittenger & Anderson Inc | 22,080 | $2.12M | 0.12% | −870−3.8% | Reduced |
| Lincluden Management Ltd | 21,596 | $2.08M | 0.23% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,894 | $2.01M | 0.02% | +3,714+21.6% | Added |
| Manitou Investment Management Ltd. | 20,195 | $1.94M | 0.36% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,183 | $1.84M | 0.00% | −276,105−93.5% | Reduced |
| Associated Banc-Corp | 18,626 | $1.79M | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18,013 | $1.73M | 0.00% | −2,594−12.6% | Reduced |
| Van Eck Associates Corp | 17,873 | $1.72M | 0.00% | +817+4.8% | Added |
| NorthRock Partners, LLC | 17,823 | $1.71M | 0.18% | +260+1.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 17,477 | $1.68M | 0.79% | +185+1.1% | Added |
| Wetherby Asset Management Inc | 16,796 | $1.61M | 0.11% | −2,407−12.5% | Reduced |
| Twin Tree Management, LP | 16,567 | $1.59M | 0.03% | −149,820−90.0% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.59M | 0.18% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 15,179 | $1.46M | 0.07% | −331−2.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 15,086 | $1.45M | 0.06% | +251+1.7% | Added |
| Baader Bank INC | 15,000 | $1.44M | 0.14% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 14,832 | $1.43M | 0.19% | −50−0.3% | Reduced |
| Curbstone Financial Management Corp | 14,334 | $1.38M | 0.32% | −200−1.4% | Reduced |
| Guggenheim Capital LLC | 14,266 | $1.37M | 0.01% | +9,799+219.4% | Added |
| Advisors Asset Management, Inc. | 13,694 | $1.32M | 0.02% | +13,694 | New |
| Truist Financial Corp | 13,566 | $1.30M | 0.00% | −1,208−8.2% | Reduced |
| Rockefeller Capital Management L.P. | 13,193 | $1.27M | 0.01% | −56,644−81.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,820 | $1.23M | 0.16% | +12,820 | New |
| Pendal Group Limited | 12,737 | $1.23M | 0.01% | +7,317+135.0% | Added |
| Creative Planning | 12,692 | $1.22M | 0.00% | +1,121+9.7% | Added |
| Mainstay Capital Management LLC | 12,420 | $1.20M | 0.28% | +12,420 | New |
| Cigna Investments Inc | 12,341 | $1.19M | 0.24% | +465+3.9% | Added |