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
Q3 2022 vs. Q2 2022
How the institutions holding Bank of Montreal changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Of which not filed for Q3 2022 | Q3 2022 | Change |
|---|---|---|---|---|
| Holders | 487 | 7 | 456 | −24 |
| Shares | 293.3M | 115.0K | 299.7M | +6.56M (+2.2%) |
| Value | $28.3B | $11.0M | $26.4B | −$1.88B (−6.6%) |
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (35)
Institutions that held Bank of Montreal at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (59)
Institutions that held Bank of Montreal at the end of Q2 2022 and filed for Q3 2022 without it.
Not filed for Q3 2022 yet (7)
Institutions that held Bank of Montreal at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| HighPoint Advisor Group LLC | 83,768 | $7.99M |
| Brewin Dolphin Ltd | 15,179 | $1.46M |
| Advisor Partners LLC | 9,671 | $930.0K |
| Dixon Hubard Feinour & Brown Inc | 3,700 | $356.0K |
| Cordasco Financial Network | 2,460 | $237.0K |
| Corbenic Partners LLC | 152 | $15.0K |
| HC Financial Advisors Inc | 20 | $2.00K |