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 |
|---|---|---|---|---|---|
| First Community Trust NA | 707 | $68.0K | 0.08% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 692 | $66.5K | 0.01% | +692 | New |
| Central Trust Co | 685 | $66.0K | 0.00% | −75−9.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 612 | $59.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $58.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 605 | $58.0K | 0.01% | +605 | New |
| American Portfolios Advisors | 595 | $57.2K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 452 | $56.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 526 | $51.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 381 | $45.0K | 0.00% | +381 | New |
| Ravenstone Capital Management Inc. | 440 | $42.3K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 439 | $42.0K | 0.00% | +2+0.5% | Added |
| Northern Oak Wealth Management Inc | 403 | $39.0K | 0.01% | +403 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 393 | $38.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $34.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 350 | $34.0K | 0.01% | +350 | New |
| Compagnie Lombard Odier SCmA | 340 | $33.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 326 | $31.0K | 0.00% | +1+0.3% | Added |
| Glassman Wealth Services | 326 | $31.0K | 0.01% | +32+10.9% | Added |
| Global Retirement Partners, LLC | 319 | $31.0K | 0.00% | +6+1.9% | Added |
| Banque Cantonale Vaudoise | 300 | $29.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 286 | $28.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 293 | $28.0K | 0.00% | +43+17.2% | Added |
| Money Concepts Capital Corp | 275 | $27.0K | 0.00% | +200+266.7% | Added |
| Proequities, Inc. | 256 | $25.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 250 | $24.0K | 0.02% | +250 | New |
| Optiver Holding B.V. | 224 | $22.0K | 0.00% | +224 | New |
| Sargent Bickham Lagudis LLC | 211 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 213 | $20.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 209 | $20.0K | 0.00% | +69+49.3% | Added |
| Exchange Traded Concepts, LLC | 197 | $19.0K | 0.00% | −118−37.5% | Reduced |
| Hexagon Capital Partners LLC | 198 | $19.0K | 0.01% | +198 | New |
| WFA Asset Management Corp | 181 | $17.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 151 | $15.0K | 0.00% | −126−45.5% | Reduced |
| GHP Investment Advisors, Inc. | 161 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $15.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 152 | $15.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 159 | $15.0K | 0.00% | +14+9.7% | Added |
| Northwest Investment Counselors, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 143 | $14.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 139 | $13.0K | 0.00% | +39+39.0% | Added |
| Tradewinds Capital Management, LLC | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $12.0K | 0.00% | +1+0.8% | Added |
| IFP Advisors, Inc | 178 | $11.0K | 0.00% | −154−46.4% | Reduced |
| MCF Advisors LLC | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 102 | $10.0K | 0.00% | +102 | New |
| Earnest Partners LLC | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 66 | $8.00K | 0.00% | +66 | New |
| Schubert & Co | 87 | $8.00K | 0.01% | +87 | New |
| IAG Wealth Partners, LLC | 67 | $6.00K | 0.00% | −222−76.8% | Reduced |
| Gradient Investments LLC | 66 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $6.00K | 0.00% | +65 | New |
| Rockbridge Investment Management, LCC | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $5.00K | 0.00% | +1+2.0% | Added |
| HM Payson & Co | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 43 | $4.10K | 0.00% | +1+2.4% | Added |
| Motco | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 40 | $4.00K | 0.00% | +40 | New |
| Sugarloaf Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 33 | $3.00K | 0.00% | +33 | New |
| Sandy Spring Bank | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.00K | 0.00% | +24+600.0% | Added |
| Raffa Wealth Management, LLC | 13 | $1.25K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Moisand Fitzgerald Tamayo, LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 96 | – | – | −140−59.3% | Reduced |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −200,403−100.0% | Sold out |
| CVI Holdings, LLC | 0 | $0 | 0.00% | −103,700−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −77,602−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −76,100−100.0% | Sold out |
| JCIC Asset Management Inc. | 0 | $0 | 0.00% | −64,268−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −44,329−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −34,907−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −14,930−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −11,280−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −8,175−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −7,522−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −7,277−100.0% | Sold out |