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 |
|---|---|---|---|---|---|
| Puzo Michael J | 3,500 | $337.0K | 0.12% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,321 | $335.0K | 0.09% | −239−6.7% | Reduced |
| Pathstone Family Office, LLC | 3,454 | $332.2K | 0.01% | +1,240+56.0% | Added |
| Checchi Capital Advisers, LLC | 3,255 | $328.0K | 0.03% | +349+12.0% | Added |
| Brighton Jones LLC | 3,371 | $324.0K | 0.02% | −195−5.5% | Reduced |
| Cozad Asset Management Inc | 3,364 | $324.0K | 0.05% | 00.0% | Unchanged |
| Henshaw Capital LLC | 3,231 | $310.7K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,227 | $310.0K | 0.05% | −42−1.3% | Reduced |
| Ibex Wealth Advisors | 3,172 | $305.0K | 0.07% | +3,172 | New |
| KLCM Advisors, Inc. | 3,136 | $302.0K | 0.07% | −125−3.8% | Reduced |
| Americana Partners, LLC | 3,100 | $298.0K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,079 | $296.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,054 | $294.0K | 0.00% | −302−9.0% | Reduced |
| Evergreen Capital Management LLC | 3,053 | $294.0K | 0.02% | −294−8.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,011 | $290.0K | 0.01% | +637+26.8% | Added |
| Focus Financial Network, Inc. | 3,004 | $288.9K | 0.02% | +439+17.1% | Added |
| Algert Global LLC | 2,999 | $288.0K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,958 | $285.0K | 0.00% | −62−2.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,936 | $282.0K | 0.23% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,920 | $281.0K | 0.13% | 00.0% | Unchanged |
| Premier Asset Management LLC | 2,713 | $273.0K | 0.22% | −1,683−38.3% | Reduced |
| Captrust Financial Advisors | 2,818 | $271.0K | 0.00% | +1,130+66.9% | Added |
| Patten & Patten Inc | 2,783 | $268.0K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,758 | $265.0K | 0.04% | +868+45.9% | Added |
| Parallel Advisors, LLC | 2,743 | $264.0K | 0.01% | +125+4.8% | Added |
| Mutual Advisors, LLC | 2,735 | $263.0K | 0.02% | +523+23.6% | Added |
| Five Oceans Advisors | 2,716 | $261.0K | 0.19% | +327+13.7% | Added |
| Aigen Investment Management, LP | 2,696 | $259.0K | 0.04% | −11,728−81.3% | Reduced |
| Archetype Wealth Partners | 2,672 | $257.0K | 0.07% | +15+0.6% | Added |
| Ameritas Advisory Services, LLC | 2,642 | $254.0K | 0.01% | +36+1.4% | Added |
| Ballentine Partners, LLC | 2,596 | $250.0K | 0.01% | −1,344−34.1% | Reduced |
| North Star Investment Management Corp. | 2,603 | $250.0K | 0.02% | +2+0.1% | Added |
| Bogart Wealth, LLC | 2,603 | $250.0K | 0.02% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,607 | $250.0K | 0.08% | +691+36.1% | Added |
| Park National Corp | 2,585 | $249.0K | 0.01% | 00.0% | Unchanged |
| Bank of Hawaii | 2,570 | $247.0K | 0.02% | −584−18.5% | Reduced |
| Wealthsimple Inc. | 1,963 | $243.0K | 0.01% | −115−5.5% | Reduced |
| Integrated Wealth Concepts LLC | 2,530 | $243.0K | 0.01% | +54+2.2% | Added |
| Oarsman Capital, Inc. | 2,513 | $242.0K | 0.12% | +100+4.1% | Added |
| FDx Advisors, Inc. | 2,515 | $242.0K | 0.01% | +2,515 | New |
| Wendell David Associates Inc | 2,500 | $240.0K | 0.03% | 00.0% | Unchanged |
| Bluestein R H & Co | 2,500 | $240.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,475 | $238.0K | 0.02% | +250+11.2% | Added |
| Cordasco Financial Network | 2,460 | $237.0K | 0.17% | +3+0.1% | Added |
| Cerity Partners LLC | 2,459 | $237.0K | 0.00% | +2,459 | New |
| Knights of Columbus Asset Advisors LLC | 2,444 | $235.0K | 0.02% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,400 | $231.0K | 0.09% | 00.0% | Unchanged |
| Credit Agricole S A | 2,361 | $227.0K | 0.01% | 00.0% | Unchanged |
| Landaas & Co | 2,326 | $224.0K | 0.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,333 | $224.0K | 0.00% | +2,333 | New |
| Lindbrook Capital, LLC | 2,313 | $222.0K | 0.04% | +186+8.7% | Added |
| Sequoia Financial Advisors, LLC | 2,286 | $220.0K | 0.01% | +378+19.8% | Added |
| 180 Wealth Advisors, LLC | 2,272 | $220.0K | 0.06% | +2,272 | New |
| Good Life Advisors, LLC | 2,253 | $217.0K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,244 | $216.0K | 0.00% | −24,850−91.7% | Reduced |
| REDW Wealth LLC | 2,220 | $213.0K | 0.08% | 00.0% | Unchanged |
| Natixis | 2,222 | $212.0K | 0.00% | −3,770−62.9% | Reduced |
| Petrus Trust Company, LTA | 2,207 | $212.0K | 0.03% | +2,207 | New |
| Independent Advisor Alliance | 2,182 | $210.0K | 0.01% | +3+0.1% | Added |
| Diversified Trust Co | 2,159 | $208.0K | 0.01% | −9−0.4% | Reduced |
| Solidarilty Wealth, LLC | 2,065 | $208.0K | 0.11% | 00.0% | Unchanged |
| Investors Research Corp | 2,157 | $207.0K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,126 | $204.0K | 0.00% | −1,325−38.4% | Reduced |
| Doliver Advisors, LP | 2,124 | $204.0K | 0.07% | −414−16.3% | Reduced |
| BDO Wealth Advisors, LLC | 2,110 | $203.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,087 | $201.0K | 0.14% | −678−24.5% | Reduced |
| Squarepoint Ops LLC | 2,088 | $201.0K | 0.00% | +2,088 | New |
| Buckingham Strategic Wealth, LLC | 2,076 | $200.0K | 0.00% | −18−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 2,075 | $200.0K | 0.00% | +131+6.7% | Added |
| NuWave Investment Management, LLC | 1,902 | $183.0K | 0.24% | −1,918−50.2% | Reduced |
| Cutler Group LP | 1,877 | $180.0K | 0.02% | +1,877 | New |
| Huntington National Bank | 1,742 | $168.0K | 0.00% | −403−18.8% | Reduced |
| Tobam | 1,720 | $165.0K | 0.01% | +635+58.5% | Added |
| JJJ Advisors Inc. | 1,481 | $149.0K | 0.04% | +135+10.0% | Added |
| Caldwell Trust Co | 1,500 | $144.3K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,544 | $139.4K | 0.00% | +1,544 | New |
| Bessemer Group Inc | 1,450 | $139.0K | 0.00% | −147−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,441 | $139.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $135.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,400 | $135.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 1,386 | $133.0K | 0.00% | +86+6.6% | Added |
| Bartlett & Co. LLC | 1,330 | $128.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $127.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,255 | $121.0K | 0.01% | +1,255 | New |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $112.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,145 | $110.0K | 0.07% | +23+2.0% | Added |
| Sutton Wealth Advisors Inc. | 1,094 | $105.2K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $96.0K | 0.01% | −1,320−56.9% | Reduced |
| Tompkins Financial Corp | 1,000 | $96.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $96.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $96.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $96.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $94.0K | 0.05% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 956 | $92.0K | 0.03% | −12−1.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 960 | $92.0K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 912 | $87.0K | 0.03% | +4+0.4% | Added |
| SRS Capital Advisors, Inc. | 814 | $78.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $77.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 770 | $76.0K | 0.05% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $72.0K | 0.04% | 00.0% | Unchanged |