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 |
|---|---|---|---|---|---|
| BDO Wealth Advisors, LLC | 2,110 | $185.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 2,157 | $189.0K | 0.06% | 00.0% | Unchanged |
| Cutler Group LP | 2,217 | $194.0K | 0.02% | +340+18.1% | Added |
| Wendell David Associates Inc | 2,300 | $202.0K | 0.03% | −200−8.0% | Reduced |
| Landaas & Co | 2,326 | $204.0K | 0.13% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,334 | $204.5K | 0.00% | +10.0% | Added |
| Natixis | 2,295 | $205.0K | 0.00% | +73+3.3% | Added |
| Lindbrook Capital, LLC | 2,357 | $207.0K | 0.03% | +44+1.9% | Added |
| Westover Capital Advisors, LLC | 2,400 | $210.0K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,404 | $211.0K | 0.03% | −1,253−34.3% | Reduced |
| Townsend & Associates, Inc | 2,225 | $213.0K | 0.10% | +2,225 | New |
| United Capital Financial Advisers, LLC | 2,444 | $214.0K | 0.00% | +2,444 | New |
| FDx Advisors, Inc. | 2,478 | $217.0K | 0.01% | −37−1.5% | Reduced |
| Carret Asset Management, LLC | 2,494 | $219.0K | 0.03% | −1,140−31.4% | Reduced |
| Bluestein R H & Co | 2,500 | $219.0K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,513 | $220.0K | 0.12% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,533 | $222.0K | 0.06% | +2,533 | New |
| IFG Advisory, LLC | 2,580 | $226.0K | 0.02% | +2,580 | New |
| Park National Corp | 2,585 | $227.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,593 | $227.0K | 0.00% | +518+25.0% | Added |
| North Star Investment Management Corp. | 2,604 | $228.0K | 0.02% | +10.0% | Added |
| Bogart Wealth, LLC | 2,603 | $228.0K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,606 | $228.0K | 0.02% | +162+6.6% | Added |
| Ellenbecker Investment Group | 2,623 | $229.0K | 0.07% | +16+0.6% | Added |
| Archetype Wealth Partners | 2,672 | $234.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,671 | $234.0K | 0.01% | +29+1.1% | Added |
| Balyasny Asset Management LLC | 2,708 | $237.0K | 0.00% | −28,253−91.3% | Reduced |
| Smith, Moore & Co. | 2,758 | $242.0K | 0.04% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,783 | $244.0K | 0.02% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,869 | $251.0K | 0.05% | −1,460−33.7% | Reduced |
| Enterprise Bank & Trust Co | 2,920 | $256.0K | 0.13% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,936 | $257.0K | 0.23% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,939 | $258.0K | 0.00% | −19−0.6% | Reduced |
| Parallel Advisors, LLC | 2,955 | $259.0K | 0.01% | +212+7.7% | Added |
| Schechter Investment Advisors, LLC | 2,952 | $259.0K | 0.03% | +2,952 | New |
| Benjamin F. Edwards & Company, Inc. | 3,025 | $265.0K | 0.01% | +14+0.5% | Added |
| Focus Financial Network, Inc. | 3,054 | $267.7K | 0.02% | +50+1.7% | Added |
| Atlas Capital Advisors LLC | 3,080 | $269.9K | 0.05% | −629−17.0% | Reduced |
| Brown Brothers Harriman & Co | 3,079 | $270.0K | 0.00% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,100 | $271.0K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,146 | $276.0K | 0.00% | +687+27.9% | Added |
| Henshaw Capital LLC | 3,165 | $277.4K | 0.02% | −66−2.0% | Reduced |
| Evergreen Capital Management LLC | 3,167 | $278.0K | 0.01% | +114+3.7% | Added |
| Captrust Financial Advisors | 3,170 | $278.0K | 0.00% | +352+12.5% | Added |
| Ballentine Partners, LLC | 3,167 | $278.0K | 0.01% | +571+22.0% | Added |
| Ibex Wealth Advisors | 3,183 | $279.0K | 0.07% | +11+0.3% | Added |
| Thompson Investment Management, Inc. | 3,227 | $283.0K | 0.05% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 3,236 | $284.0K | 0.07% | +100+3.2% | Added |
| Integrated Wealth Concepts LLC | 3,257 | $285.0K | 0.01% | +727+28.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,324 | $291.0K | 0.09% | +3+0.1% | Added |
| Cozad Asset Management Inc | 3,345 | $293.0K | 0.05% | −19−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,361 | $295.0K | 0.03% | +106+3.3% | Added |
| Brighton Jones LLC | 3,370 | $295.0K | 0.02% | −10.0% | Reduced |
| Advisory Services Network, LLC | 3,432 | $301.0K | 0.01% | −261−7.1% | Reduced |
| Cetera Investment Advisers | 3,471 | $304.0K | 0.01% | +417+13.7% | Added |
| Puzo Michael J | 3,500 | $307.0K | 0.12% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,468 | $312.0K | 0.01% | +14+0.4% | Added |
| Silverlake Wealth Management LLC | 3,705 | $324.7K | 0.22% | +158+4.5% | Added |
| Five Oceans Advisors | 3,724 | $326.0K | 0.26% | +1,008+37.1% | Added |
| Great Valley Advisor Group, Inc. | 3,726 | $327.0K | 0.02% | −20−0.5% | Reduced |
| Assetmark, Inc | 3,760 | $330.0K | 0.00% | −19−0.5% | Reduced |
| Annex Advisory Services, LLC | 3,822 | $335.0K | 0.02% | −33−0.9% | Reduced |
| Wealthsimple Inc. | 2,013 | $337.0K | 0.01% | +50+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 3,890 | $341.0K | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,849 | $343.0K | 0.01% | +3,849 | New |
| Petrus Trust Company, LTA | 3,929 | $344.0K | 0.05% | +1,722+78.0% | Added |
| Archford Capital Strategies, LLC | 3,938 | $345.0K | 0.09% | +129+3.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 3,979 | $349.0K | 0.02% | −114−2.8% | Reduced |
| Boltwood Capital Management | 4,000 | $351.0K | 0.16% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,048 | $355.0K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 4,089 | $361.2K | 0.03% | −17−0.4% | Reduced |
| Commerce Bank | 4,139 | $363.0K | 0.00% | +18+0.4% | Added |
| 180 Wealth Advisors, LLC | 4,305 | $377.0K | 0.10% | +2,033+89.5% | Added |
| Citadel Advisors LLC | 4,347 | $381.0K | 0.00% | −111,119−96.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,415 | $386.0K | 0.00% | −613−12.2% | Reduced |
| Rowland & Co Investment Counsel | 4,476 | $392.3K | 0.11% | 00.0% | Unchanged |
| Credit Agricole S A | 4,480 | $393.0K | 0.01% | +2,119+89.8% | Added |
| Gradient Investments LLC | 4,501 | $394.0K | 0.01% | +4,435+6,719.7% | Added |
| Corient Capital Partners, LLC | 4,114 | $396.0K | 0.03% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 4,600 | $403.0K | 0.19% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,616 | $406.0K | 0.06% | +2,981+64.3% | Added |
| Glenmede Trust Co NA | 4,645 | $406.0K | 0.00% | +76+1.7% | Added |
| Unio Capital LLC | 4,640 | $407.0K | 0.25% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,675 | $410.0K | 0.05% | −4,325−48.1% | Reduced |
| Whittier Trust Co | 4,725 | $414.0K | 0.01% | +10.0% | Added |
| Wolverine Trading, LLC | 4,691 | $415.0K | 0.02% | +225+5.0% | Added |
| Prudential Financial Inc | 4,770 | $418.0K | 0.00% | −54−1.1% | Reduced |
| Vise Technologies, Inc. | 4,861 | $426.0K | 0.16% | +297+6.5% | Added |
| Old National Bancorp | 4,970 | $436.0K | 0.01% | +620+14.3% | Added |
| Zacks Investment Management | 5,013 | $439.0K | 0.01% | +5,013 | New |
| OPSEU Pension Plan Trust Fund | 4,960 | $441.0K | 0.12% | −297−5.6% | Reduced |
| Harbour Investments, Inc. | 4,595 | $442.0K | 0.03% | 00.0% | Unchanged |
| Patten Group, Inc. | 5,199 | $446.0K | 0.15% | −500−8.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,777 | $461.0K | 0.04% | −2,042−42.4% | Reduced |
| Renaissance Technologies LLC | 5,300 | $464.0K | 0.00% | −173,800−97.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $472.8K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,421 | $475.0K | 0.01% | −20−0.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 5,446 | $477.0K | 0.07% | +5,446 | New |
| D.A. Davidson & Co. | 5,565 | $492.0K | 0.01% | +40+0.7% | Added |
| Dorsey & Whitney Trust CO LLC | 5,660 | $496.0K | 0.05% | +138+2.5% | Added |