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 |
|---|---|---|---|---|---|
| Employees Provident Fund Board | 11,920 | $1.14M | 0.03% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 11,648 | $1.12M | 0.07% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 11,600 | $1.12M | 0.14% | 00.0% | Unchanged |
| First American Bank | 11,520 | $1.11M | 0.11% | −38−0.3% | Reduced |
| Pegasus Partners Ltd. | 11,423 | $1.10M | 0.23% | 00.0% | Unchanged |
| Financial Counselors Inc | 10,997 | $1.06M | 0.02% | −637−5.5% | Reduced |
| ICA Group Wealth Management, LLC | 10,142 | $1.04M | 0.20% | −184−1.8% | Reduced |
| North Star Asset Management Inc | 10,618 | $1.02M | 0.07% | +351+3.4% | Added |
| Tower Research Capital LLC (TRC) | 10,387 | $997.0K | 0.02% | −20,029−65.9% | Reduced |
| Smithfield Trust Co | 10,268 | $988.0K | 0.07% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 10,200 | $981.0K | 0.00% | +10,200 | New |
| State Street Corp | 10,148 | $976.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,044 | $966.0K | 0.01% | +1,125+12.6% | Added |
| Comerica Bank | 10,015 | $964.0K | 0.01% | −81−0.8% | Reduced |
| Yousif Capital Management, LLC | 9,957 | $958.0K | 0.01% | −70−0.7% | Reduced |
| Crescent Grove Advisors, LLC | 9,853 | $948.0K | 0.10% | −2,751−21.8% | Reduced |
| Ritholtz Wealth Management | 9,762 | $939.0K | 0.06% | +608+6.6% | Added |
| Kestra Advisory Services, LLC | 9,676 | $931.0K | 0.01% | +2,386+32.7% | Added |
| Advisor Partners LLC | 9,671 | $930.0K | 0.07% | −202−2.0% | Reduced |
| Tacita Capital Inc | 9,535 | $917.0K | 0.63% | −5,960−38.5% | Reduced |
| Castleview Partners, LLC | 39,221 | $905.2K | 0.87% | +39,121+39,121.0% | Added |
| Johnson Financial Group, Inc. | 9,385 | $903.0K | 0.06% | −414−4.2% | Reduced |
| Capital World Investors | 9,200 | $885.0K | 0.00% | +9,200 | New |
| AE Wealth Management LLC | 9,025 | $868.0K | 0.01% | −302−3.2% | Reduced |
| Essex Financial Services, Inc. | 9,000 | $866.0K | 0.10% | −4,266−32.2% | Reduced |
| Probity Advisors, Inc. | 8,970 | $863.0K | 0.20% | +299+3.4% | Added |
| Berger Financial Group, Inc | 8,924 | $858.0K | 0.13% | +29+0.3% | Added |
| Fifth Third Bancorp | 8,716 | $838.0K | 0.00% | −115−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,682 | $835.0K | 0.00% | +1,250+16.8% | Added |
| Vident Investment Advisory, LLC | 8,661 | $831.0K | 0.02% | +1,189+15.9% | Added |
| Segall Bryant & Hamill, LLC | 8,599 | $826.0K | 0.01% | −88−1.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,510 | $818.0K | 0.24% | +508+6.3% | Added |
| FORA Capital, LLC | 8,225 | $791.0K | 0.16% | +8,225 | New |
| BNP Paribas Arbitrage, SA | 8,205 | $789.1K | 0.00% | −3,784−31.6% | Reduced |
| Marathon Capital Management | 7,725 | $743.0K | 0.24% | +7,725 | New |
| Veriti Management LLC | 7,673 | $738.0K | 0.10% | +147+2.0% | Added |
| Campbell & CO Investment Adviser LLC | 7,638 | $735.0K | 0.20% | +4,338+131.5% | Added |
| Blair William & Co | 7,277 | $700.0K | 0.00% | −104−1.4% | Reduced |
| JustInvest LLC | 7,250 | $697.0K | 0.03% | +1,425+24.5% | Added |
| Oppenheimer & Co Inc | 7,132 | $686.0K | 0.01% | −3,328−31.8% | Reduced |
| Signaturefd, LLC | 7,078 | $681.0K | 0.02% | +486+7.4% | Added |
| Verition Fund Management LLC | 6,889 | $663.0K | 0.01% | +6,889 | New |
| Baskin Financial Services Inc. | 6,863 | $659.0K | 0.07% | −1,040−13.2% | Reduced |
| Forum Financial Management, LP | 6,828 | $657.0K | 0.03% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,552 | $630.0K | 0.65% | +352+5.7% | Added |
| Nwam LLC | 6,592 | $625.0K | 0.06% | +158+2.5% | Added |
| The PNC Financial Services Group, Inc. | 6,418 | $618.0K | 0.00% | +358+5.9% | Added |
| Mercer Global Advisors Inc | 6,394 | $615.0K | 0.00% | +633+11.0% | Added |
| David Loasby | 6,275 | $611.0K | 0.09% | +30.0% | Added |
| Tradition Wealth Management, LLC | 6,343 | $610.0K | 0.09% | +216+3.5% | Added |
| 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 |
| Cresset Asset Management, LLC | 5,947 | $572.0K | 0.01% | −335−5.3% | Reduced |
| Patten Group, Inc. | 5,699 | $555.0K | 0.18% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 5,755 | $553.0K | 0.44% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 6,543 | $548.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 5,683 | $547.0K | 0.03% | −359−5.9% | Reduced |
| Gyon Technologies Capital Management, LP | 5,618 | $540.0K | 0.15% | +5,618 | New |
| Quilter Plc | 5,590 | $538.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Brinker Capital Investments, LLC | 5,441 | $523.0K | 0.01% | +88+1.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $519.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,373 | $517.0K | 0.09% | +5,373 | New |
| Andra AP-fonden | 4,100 | $507.0K | 0.01% | +4,100 | New |
| OPSEU Pension Plan Trust Fund | 5,257 | $498.0K | 0.13% | +5,257 | New |
| Allspring Global Investments Holdings, LLC | 5,028 | $483.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,824 | $465.0K | 0.00% | −3,900−44.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,819 | $459.0K | 0.04% | +4,819 | New |
| Whittier Trust Co | 4,724 | $454.0K | 0.01% | +20.0% | Added |
| 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 |
| 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 |
| 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 |
| Rowland & Co Investment Counsel | 4,476 | $430.5K | 0.11% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,466 | $430.0K | 0.01% | +4,466 | New |
| Old National Bancorp | 4,350 | $418.0K | 0.01% | −27−0.6% | Reduced |
| Gotham Asset Management, LLC | 4,335 | $417.0K | 0.01% | +385+9.7% | Added |
| Magnus Financial Group LLC | 4,329 | $416.0K | 0.08% | +4+0.1% | Added |
| 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 |
| Ashton Thomas Private Wealth, LLC | 4,117 | $396.0K | 0.04% | −2,844−40.9% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 4,106 | $394.8K | 0.03% | −993−19.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,093 | $394.0K | 0.02% | +128+3.2% | Added |
| Johnson Investment Counsel Inc | 4,048 | $389.0K | 0.01% | −200−4.7% | Reduced |
| Boltwood Capital Management | 4,000 | $385.0K | 0.17% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,906 | $376.0K | 0.01% | +2,932+301.0% | Added |
| Cary Street Partner Investment Advisory LLC | 3,890 | $374.0K | 0.03% | +3,890 | New |
| Annex Advisory Services, LLC | 3,855 | $371.0K | 0.03% | +34+0.9% | Added |
| Archford Capital Strategies, LLC | 3,809 | $366.0K | 0.09% | +334+9.6% | Added |
| Assetmark, Inc | 3,779 | $363.0K | 0.00% | +3,664+3,186.1% | Added |
| Great Valley Advisor Group, Inc. | 3,746 | $360.0K | 0.02% | +30+0.8% | Added |
| Atlas Capital Advisors LLC | 3,709 | $356.7K | 0.06% | −1,927−34.2% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 3,700 | $356.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,693 | $355.0K | 0.01% | +1,461+65.5% | Added |
| Quadrant Capital Group LLC | 3,657 | $352.0K | 0.05% | +211+6.1% | Added |
| Carret Asset Management, LLC | 3,634 | $349.0K | 0.05% | −450−11.0% | Reduced |
| Silverlake Wealth Management LLC | 3,547 | $341.1K | 0.22% | +2+0.1% | Added |