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 |
|---|---|---|---|---|---|
| Duality Advisers, LP | 5,690 | $499.0K | 0.05% | +5,690 | New |
| Mirabella Financial Services LLP | 5,696 | $505.0K | 0.05% | +5,696 | New |
| Burney Co | 5,807 | $509.0K | 0.03% | +124+2.2% | Added |
| Cresset Asset Management, LLC | 5,937 | $521.0K | 0.01% | −10−0.2% | Reduced |
| Bayesian Capital Management, LP | 5,943 | $521.0K | 0.11% | +5,943 | New |
| Gulf International Bank (UK) Ltd | 6,073 | $531.0K | 0.01% | −470−7.2% | Reduced |
| Johnson Financial Group, Inc. | 5,972 | $533.0K | 0.05% | −3,413−36.4% | Reduced |
| David Loasby | 6,262 | $535.0K | 0.09% | −13−0.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,183 | $542.0K | 0.17% | +6,183 | New |
| Busey Wealth Management | 6,272 | $550.0K | 0.03% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 6,369 | $558.0K | 0.48% | +614+10.7% | Added |
| Tradition Wealth Management, LLC | 6,413 | $562.0K | 0.08% | +70+1.1% | Added |
| Nwam LLC | 6,494 | $569.0K | 0.05% | −98−1.5% | Reduced |
| Signaturefd, LLC | 6,533 | $573.0K | 0.02% | −545−7.7% | Reduced |
| Quilter Plc | 6,572 | $575.0K | 0.02% | +982+17.6% | Added |
| Baskin Financial Services Inc. | 6,688 | $585.0K | 0.07% | −175−2.5% | Reduced |
| Ti-Trust, Inc | 6,692 | $586.0K | 0.63% | +140+2.1% | Added |
| Forum Financial Management, LP | 6,828 | $598.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,032 | $616.0K | 0.01% | −100−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 7,125 | $624.0K | 0.00% | +707+11.0% | Added |
| Two Sigma Securities, LLC | 7,128 | $625.0K | 0.09% | +1,755+32.7% | Added |
| JustInvest LLC | 7,360 | $645.0K | 0.03% | +110+1.5% | Added |
| Pinnacle Associates Ltd | 8,000 | $701.0K | 0.02% | +8,000 | New |
| Veriti Management LLC | 8,068 | $707.0K | 0.10% | +395+5.1% | Added |
| Walleye Capital LLC | 8,175 | $716.0K | 0.02% | +8,175 | New |
| Ipswich Investment Management Co., Inc. | 8,304 | $728.0K | 0.23% | −206−2.4% | Reduced |
| AE Wealth Management LLC | 8,399 | $736.0K | 0.01% | −626−6.9% | Reduced |
| Vident Investment Advisory, LLC | 9,142 | $760.0K | 0.02% | +481+5.6% | Added |
| Segall Bryant & Hamill, LLC | 8,672 | $762.0K | 0.01% | +73+0.8% | Added |
| Probity Advisors, Inc. | 8,735 | $766.0K | 0.19% | −235−2.6% | Reduced |
| Advisor Partners II, LLC | 8,740 | $766.0K | 0.06% | +8,740 | New |
| Mairs & Power Inc | 9,000 | $789.0K | 0.01% | +9,000 | New |
| Crescent Grove Advisors, LLC | 9,011 | $790.0K | 0.09% | −842−8.5% | Reduced |
| Marathon Capital Management | 9,190 | $805.0K | 0.23% | +1,465+19.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,193 | $806.0K | 0.00% | +511+5.9% | Added |
| Berger Financial Group, Inc | 9,247 | $810.0K | 0.12% | +323+3.6% | Added |
| Blair William & Co | 9,283 | $814.0K | 0.00% | +2,006+27.6% | Added |
| Capital World Investors | 9,299 | $815.0K | 0.00% | +99+1.1% | Added |
| Mercer Global Advisors Inc | 9,505 | $833.0K | 0.00% | +3,111+48.7% | Added |
| Tacita Capital Inc | 9,535 | $842.0K | 0.65% | 00.0% | Unchanged |
| FORA Capital, LLC | 9,641 | $845.0K | 0.16% | +1,416+17.2% | Added |
| Kestra Advisory Services, LLC | 9,897 | $867.0K | 0.01% | +221+2.3% | Added |
| Voloridge Investment Management, LLC | 10,131 | $888.0K | 0.00% | −45,660−81.8% | Reduced |
| ICA Group Wealth Management, LLC | 10,146 | $889.0K | 0.19% | +40.0% | Added |
| State Street Corp | 10,148 | $889.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 10,268 | $900.0K | 0.06% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,532 | $923.0K | 0.06% | −86−0.8% | Reduced |
| Financial Counselors Inc | 10,615 | $930.0K | 0.02% | −382−3.5% | Reduced |
| Cubist Systematic Strategies, LLC | 10,804 | $947.0K | 0.01% | −25,586−70.3% | Reduced |
| Umb Bank N A | 10,884 | $954.0K | 0.02% | −16,916−60.8% | Reduced |
| Cetera Advisor Networks LLC | 11,115 | $974.0K | 0.01% | +1,071+10.7% | Added |
| Pegasus Partners Ltd. | 11,423 | $1.00M | 0.21% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,487 | $1.01M | 0.01% | +1,530+15.4% | Added |
| First American Bank | 11,520 | $1.01M | 0.11% | 00.0% | Unchanged |
| CenterBook Partners LP | 11,557 | $1.01M | 0.20% | −17,650−60.4% | Reduced |
| Baldwin Brothers Inc | 11,600 | $1.02M | 0.14% | 00.0% | Unchanged |
| Comerica Bank | 11,552 | $1.04M | 0.01% | +1,537+15.3% | Added |
| Northwestern Mutual Wealth Management Co | 11,882 | $1.04M | 0.00% | −6,131−34.0% | Reduced |
| Texas Yale Capital Corp. | 12,048 | $1.06M | 0.07% | +400+3.4% | Added |
| Squarepoint Ops LLC | 12,189 | $1.07M | 0.01% | +10,101+483.8% | Added |
| Truist Financial Corp | 12,308 | $1.08M | 0.00% | −1,258−9.3% | Reduced |
| Fifth Third Bancorp | 12,672 | $1.11M | 0.01% | +3,956+45.4% | Added |
| Ativo Capital Management LLC | 12,744 | $1.12M | 1.75% | +12,744 | New |
| Ritholtz Wealth Management | 12,755 | $1.12M | 0.06% | +2,993+30.7% | Added |
| Cigna Investments Inc | 12,855 | $1.13M | 0.25% | +514+4.2% | Added |
| Davis-Rea Ltd. | 13,018 | $1.15M | 0.74% | −13,146−50.2% | Reduced |
| Rockefeller Capital Management L.P. | 13,272 | $1.16M | 0.01% | +79+0.6% | Added |
| Unigestion Holding SA | 13,467 | $1.18M | 0.07% | −14,964−52.6% | Reduced |
| Advisors Asset Management, Inc. | 13,927 | $1.22M | 0.02% | +233+1.7% | Added |
| Stratos Wealth Partners, LTD. | 14,166 | $1.24M | 0.03% | −10,881−43.4% | Reduced |
| Curbstone Financial Management Corp | 14,334 | $1.26M | 0.31% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 14,930 | $1.31M | 0.33% | +2,510+20.2% | Added |
| Baader Bank INC | 15,000 | $1.31M | 0.11% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 15,162 | $1.33M | 0.18% | +330+2.2% | Added |
| Janney Montgomery Scott LLC | 15,269 | $1.34M | 0.01% | +15,269 | New |
| Twin Tree Management, LP | 16,678 | $1.46M | 0.04% | +111+0.7% | Added |
| Nexus Investment Management ULC | 16,544 | $1.46M | 0.18% | 00.0% | Unchanged |
| Creative Planning | 16,730 | $1.47M | 0.00% | +4,038+31.8% | Added |
| BNP Paribas Arbitrage, SA | 16,794 | $1.47M | 0.00% | +8,589+104.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,574 | $1.54M | 0.15% | +4,754+37.1% | Added |
| NorthRock Partners, LLC | 17,633 | $1.55M | 0.18% | −190−1.1% | Reduced |
| Rodgers Brothers Inc. | 18,125 | $1.59M | 0.34% | +18,125 | New |
| Associated Banc-Corp | 18,200 | $1.60M | 0.07% | −426−2.3% | Reduced |
| Employees Provident Fund Board | 18,200 | $1.60M | 0.05% | +6,280+52.7% | Added |
| Wetherby Asset Management Inc | 18,521 | $1.62M | 0.11% | +1,725+10.3% | Added |
| Van Eck Associates Corp | 18,961 | $1.66M | 0.00% | +1,088+6.1% | Added |
| AlphaCrest Capital Management LLC | 20,362 | $1.78M | 0.11% | −48,125−70.3% | Reduced |
| Manitou Investment Management Ltd. | 20,445 | $1.81M | 0.34% | +250+1.2% | Added |
| Mariner, LLC | 20,703 | $1.81M | 0.01% | +20,703 | New |
| Principal Financial Group Inc | 21,044 | $1.85M | 0.00% | −17,196−45.0% | Reduced |
| Capital Fund Management S.A. | 21,188 | $1.86M | 0.05% | −4,305−16.9% | Reduced |
| Power Corp of Canada | 21,314 | $1.87M | 0.28% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 21,493 | $1.88M | 0.30% | −2,759−11.4% | Reduced |
| Lincluden Management Ltd | 21,596 | $1.89M | 0.24% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 21,698 | $1.90M | 0.02% | +7,432+52.1% | Added |
| US Bancorp | 23,447 | $2.06M | 0.00% | −292−1.2% | Reduced |
| Jane Street Group, LLC | 24,187 | $2.12M | 0.00% | +5,004+26.1% | Added |
| Resources Management Corp | 25,030 | $2.19M | 0.38% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 25,200 | $2.21M | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 25,633 | $2.25M | 0.21% | −2,664−9.4% | Reduced |