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, Q3 2022
Institutional positions in Bank of Montreal as of Sep 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
- 456
- −24 vs. Q2 2022
- Shares held
- 299.7M
- +6.56M (+2.2%) vs. Q2 2022
- Total value
- $26.4B
- −$1.88B (−6.6%) vs. Q2 2022
- New holders
- 35
- 171 more added
- Sold out
- 59
- 135 more reduced
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.14K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Financial Perspectives, Inc | 43 | $3.76K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $5.00K | 0.00% | +62 | New |
| EverSource Wealth Advisors, LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 95 | $8.00K | 0.01% | +95 | New |
| Castleview Partners, LLC | 100 | $9.00K | 0.01% | −39,121−99.7% | Reduced |
| Clear Street Markets LLC | 100 | $9.00K | 0.00% | −2−2.0% | Reduced |
| Stonebridge Capital Advisors LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 107 | $9.00K | 0.01% | +20+23.0% | Added |
| MCF Advisors LLC | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 179 | $11.0K | 0.00% | +1+0.6% | Added |
| JFS Wealth Advisors, LLC | 138 | $12.0K | 0.00% | −155−52.9% | Reduced |
| Exchange Traded Concepts, LLC | 140 | $12.0K | 0.00% | −57−28.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 159 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $14.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 167 | $15.0K | 0.00% | +28+20.1% | Added |
| WFA Asset Management Corp | 181 | $15.9K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 182 | $16.0K | 0.00% | −1,191,160−100.0% | Reduced |
| Sargent Bickham Lagudis LLC | 211 | $18.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 213 | $19.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 240 | $21.0K | 0.00% | −16−6.3% | Reduced |
| Iron Horse Wealth Management, LLC | 250 | $22.0K | 0.03% | −730−74.5% | Reduced |
| Money Concepts Capital Corp | 275 | $24.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 273 | $24.0K | 0.01% | +64+30.6% | Added |
| Johnson Midwest Financial, LLC | 286 | $25.0K | 0.10% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 317 | $28.0K | 0.00% | −9−2.8% | Reduced |
| Global Retirement Partners, LLC | 304 | $28.0K | 0.00% | −15−4.7% | Reduced |
| Glassman Wealth Services | 333 | $29.0K | 0.01% | +7+2.1% | Added |
| Compagnie Lombard Odier SCmA | 340 | $30.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 340 | $30.0K | 0.00% | +340 | New |
| Private Trust Co NA | 350 | $31.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $31.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 403 | $35.0K | 0.01% | +205+103.5% | Added |
| Tower Research Capital LLC (TRC) | 410 | $36.0K | 0.00% | −9,977−96.1% | Reduced |
| Ravenstone Capital Management Inc. | 440 | $38.9K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 442 | $39.0K | 0.00% | +3+0.7% | Added |
| CWM, LLC | 443 | $39.0K | 0.00% | +292+193.4% | Added |
| Duncker Streett & Co Inc | 526 | $46.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 516 | $50.0K | 0.00% | +135+35.4% | Added |
| American Portfolios Advisors | 595 | $52.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $53.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 612 | $54.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 452 | $55.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $66.0K | 0.04% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $70.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 820 | $72.0K | 0.01% | +6+0.7% | Added |
| Pacifica Partners Inc. | 893 | $79.0K | 0.06% | +123+16.0% | Added |
| Hudock, Inc. | 916 | $80.0K | 0.03% | +4+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 960 | $84.0K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 956 | $84.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $88.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $88.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $88.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $88.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,071 | $91.0K | 0.03% | −410−27.7% | Reduced |
| Sutton Wealth Advisors Inc. | 1,094 | $95.9K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 1,125 | $99.0K | 0.00% | +440+64.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $103.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,196 | $105.0K | 0.01% | +1,196 | New |
| Trust Co of Vermont | 1,255 | $110.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,300 | $114.0K | 0.00% | −86−6.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,330 | $116.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,330 | $117.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,355 | $119.0K | 0.01% | −365−21.2% | Reduced |
| Webster Bank, N. A. | 1,400 | $123.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,400 | $123.0K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,488 | $130.0K | 0.04% | +1,488 | New |
| Caldwell Trust Co | 1,500 | $131.5K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,520 | $133.0K | 0.00% | −222−12.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,656 | $145.0K | 0.00% | +215+14.9% | Added |
| Bessemer Group Inc | 1,667 | $147.0K | 0.00% | +217+15.0% | Added |
| Wipfli Financial Advisors LLC, | 1,832 | $161.0K | 0.01% | +1,832 | New |
| Operose Advisors LLC | 2,087 | $183.0K | 0.12% | 00.0% | Unchanged |