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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 26,130 | $2.29M | 0.01% | −1,878−6.7% | Reduced |
| MML Investors Services, LLC | 26,132 | $2.29M | 0.02% | +5,238+25.1% | Added |
| K.J. Harrison & Partners Inc | 26,106 | $2.31M | 0.82% | −330−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 26,653 | $2.33M | 0.01% | +1,417+5.6% | Added |
| APG Asset Management N.V. | 26,175 | $2.35M | 0.01% | −32,100−55.1% | Reduced |
| Artemis Investment Management LLP | 26,802 | $2.36M | 0.03% | −21,631−44.7% | Reduced |
| WoodTrust Financial Corp | 27,003 | $2.37M | 0.53% | 00.0% | Unchanged |
| Foster & Motley Inc | 27,219 | $2.38M | 0.23% | −5,063−15.7% | Reduced |
| Advisor Group Holdings, Inc. | 29,323 | $2.57M | 0.01% | +1,330+4.8% | Added |
| Baird Financial Group, Inc. | 30,963 | $2.71M | 0.01% | +131+0.4% | Added |
| Silver Lake Advisory, LLC | 31,061 | $2.72M | 1.59% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 31,687 | $2.78M | 0.03% | +5,225+19.7% | Added |
| Rathbone Brothers plc | 31,853 | $2.81M | 0.03% | −1,250−3.8% | Reduced |
| Quadrature Capital Ltd | 32,600 | $2.89M | 0.09% | −266,200−89.1% | Reduced |
| Envestnet Asset Management Inc | 33,100 | $2.90M | 0.00% | +1,102+3.4% | Added |
| Natixis Advisors, L.P. | 33,338 | $2.92M | 0.01% | +8,682+35.2% | Added |
| Ensign Peak Advisors, Inc | 31,429 | $3.01M | 0.01% | +1,000+3.3% | Added |
| Murchinson Ltd. | 25,526 | $3.09M | 0.90% | +25,526 | New |
| Ossiam | 36,931 | $3.25M | 0.09% | +36,931 | New |
| Assenagon Asset Management S.A. | 37,514 | $3.31M | 0.01% | +14,341+61.9% | Added |
| Shell Asset Management Co | 41,316 | $3.64M | 0.14% | −25,892−38.5% | Reduced |
| Azimuth Capital Investment Management LLC | 41,592 | $3.65M | 0.20% | −1,840−4.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 42,363 | $3.74M | 1.82% | +24,886+142.4% | Added |
| Thornburg Investment Management Inc | 44,431 | $3.89M | 0.07% | −34,980−44.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 45,714 | $4.03M | 0.24% | +5,026+12.4% | Added |
| Ameriprise Financial Inc | 49,996 | $4.38M | 0.00% | +16,903+51.1% | Added |
| Stifel Financial Corp | 53,050 | $4.65M | 0.01% | +2,745+5.5% | Added |
| Crossmark Global Holdings, Inc. | 53,371 | $4.68M | 0.13% | +2,697+5.3% | Added |
| Barclays PLC | 55,499 | $4.86M | 0.01% | −18,084−24.6% | Reduced |
| Dana Investment Advisors, Inc. | 55,758 | $4.89M | 0.28% | +200+0.4% | Added |
| D. E. Shaw & Co., Inc. | 56,102 | $4.91M | 0.01% | −316,048−84.9% | Reduced |
| M&T Bank Corp | 56,712 | $4.98M | 0.02% | −3,472−5.8% | Reduced |
| Romano Brothers and Company | 57,109 | $5.00M | 0.81% | +57,109 | New |
| LPL Financial LLC | 57,366 | $5.03M | 0.00% | −744−1.3% | Reduced |
| Alliancebernstein L.P. | 57,512 | $5.04M | 0.00% | +3,360+6.2% | Added |
| JCIC Asset Management Inc. | 56,398 | $5.20M | 2.40% | +56,398 | New |
| Lombard Odier Asset Management (Europe) Ltd | 31,968 | $5.31M | 0.28% | −346−1.1% | Reduced |
| Waratah Capital Advisors Ltd. | 63,781 | $5.59M | 0.37% | +63,781 | New |
| HighTower Advisors, LLC | 67,946 | $6.02M | 0.02% | +45,046+196.7% | Added |
| Pendal Group Limited | 69,979 | $6.13M | 0.06% | +57,242+449.4% | Added |
| Raymond James & Associates | 72,454 | $6.35M | 0.01% | −882−1.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 72,847 | $6.38M | 0.11% | +72,847 | New |
| Northwest & Ethical Investments L.P. | 75,067 | $6.58M | 0.26% | +5,319+7.6% | Added |
| Wells Fargo & Company | 77,895 | $6.83M | 0.00% | +5,266+7.3% | Added |
| ClariVest Asset Management LLC | 79,714 | $7.03M | 0.34% | −1,462−1.8% | Reduced |
| Achmea Investment Management B.V. | 80,236 | $7.07M | 0.25% | −19,541−19.6% | Reduced |
| Janus Henderson Group PLC | 80,839 | $7.13M | 0.01% | −25,869−24.2% | Reduced |
| Eaton Vance Management | 84,271 | $7.39M | 0.01% | +310.0% | Added |
| USS Investment Management Ltd | 88,193 | $7.72M | 0.12% | −47,861−35.2% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $8.41M | 1.10% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 96,543 | $8.46M | 0.14% | −5,255−5.2% | Reduced |
| Federated Hermes, Inc. | 97,073 | $8.51M | 0.02% | −917−0.9% | Reduced |
| Wellington Management Group LLP | 100,487 | $8.85M | 0.00% | +4,457+4.6% | Added |
| Portland Investment Counsel Inc. | 107,310 | $9.40M | 6.06% | +6,500+6.4% | Added |
| Citigroup Inc | 108,509 | $9.56M | 0.01% | −53,759−33.1% | Reduced |
| Vontobel Holding Ltd. | 108,571 | $9.61M | 0.11% | −1,308−1.2% | Reduced |
| STRS Ohio | 116,600 | $10.3M | 0.05% | 00.0% | Unchanged |
| SIG North Trading, ULC | 128,689 | $11.3M | 4.04% | +128,689 | New |
| Mitsubishi UFJ Trust & Banking Corp | 131,377 | $11.6M | 0.03% | +10,008+8.2% | Added |
| PCJ Investment Counsel Ltd. | 137,661 | $12.1M | 5.92% | +78,480+132.6% | Added |
| Millennium Management LLC | 139,177 | $12.2M | 0.02% | −399,306−74.2% | Reduced |
| St Germain D J Co Inc | 129,895 | $12.5M | 0.83% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 145,559 | $12.8M | 0.46% | +7,929+5.8% | Added |
| Jarislowsky, Fraser Ltd | 146,681 | $12.9M | 0.09% | +1,119+0.8% | Added |
| Burgundy Asset Management Ltd. | 150,000 | $13.1M | 0.18% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 155,242 | $13.7M | 0.16% | −83,227−34.9% | Reduced |
| Forsta Ap-Fonden | 156,800 | $13.8M | 0.17% | −6,700−4.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 160,076 | $14.1M | 0.08% | −30,306−15.9% | Reduced |
| Credential Qtrade Securities Inc. | 161,511 | $14.2M | 1.10% | +20,960+14.9% | Added |
| DekaBank Deutsche Girozentrale | 167,080 | $14.6M | 0.04% | +17,180+11.5% | Added |
| AXA S.A. | 172,330 | $15.1M | 0.06% | −46,098−21.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 174,875 | $15.3M | 0.29% | −616−0.4% | Reduced |
| Hillsdale Investment Management Inc. | 175,452 | $15.4M | 1.39% | −157,880−47.4% | Reduced |
| Candriam Luxembourg S.C.A. | 183,029 | $16.1M | 0.11% | +54,084+41.9% | Added |
| Dorchester Wealth Management Co | 186,731 | $16.3M | 3.61% | −870−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 188,360 | $16.5M | 0.19% | +188,360 | New |
| Barometer Capital Management Inc. | 139,133 | $16.7M | 6.87% | +139,133 | New |
| Gluskin Sheff & Assoc Inc | 190,378 | $16.7M | 1.00% | −2,690−1.4% | Reduced |
| Man Group plc | 190,706 | $16.8M | 0.08% | – | – |
| UBS Group AG | 197,663 | $17.3M | 0.01% | +13,638+7.4% | Added |
| Rempart Asset Management Inc. | 202,281 | $17.7M | 4.60% | −495−0.2% | Reduced |
| Neuberger Berman Group LLC | 207,548 | $18.6M | 0.02% | −9,460−4.4% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 215,380 | $18.9M | 1.70% | −7,186−3.2% | Reduced |
| United Services Automobile Association | 222,546 | $19.5M | 0.54% | +4,467+2.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $19.8M | 0.32% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 240,530 | $21.0M | 0.18% | −323,154−57.3% | Reduced |
| Cumberland Partners Ltd | 246,774 | $21.7M | 2.30% | −1,857−0.7% | Reduced |
| Pictet Asset Management SA | 259,978 | $22.9M | 0.03% | +8,038+3.2% | Added |
| HSBC Holdings PLC | 270,483 | $24.0M | 0.04% | +14,689+5.7% | Added |
| Northern Trust Corp | 301,546 | $26.4M | 0.01% | +5,438+1.8% | Added |
| Guardian Capital Advisors LP | 337,991 | $28.6M | 3.57% | +6,580+2.0% | Added |
| Allianz Asset Management GmbH | 324,560 | $28.6M | 0.07% | −20,248−5.9% | Reduced |
| Aviva PLC | 336,036 | $29.6M | 0.17% | +267+0.1% | Added |
| Russell Investments Group, Ltd. | 345,565 | $30.5M | 0.07% | +40,652+13.3% | Added |
| Todd Asset Management LLC | 356,876 | $31.3M | 0.87% | −4,044−1.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 409,100 | $36.0M | 0.21% | −50,400−11.0% | Reduced |
| Korea Investment CORP | 419,314 | $36.9M | 0.11% | +36,522+9.5% | Added |
| BlackRock Inc. | 427,293 | $37.4M | 0.00% | −15,055−3.4% | Reduced |
| Great West Life Assurance Co | 427,319 | $37.6M | 0.11% | −8,456−1.9% | Reduced |
| State of Wisconsin Investment Board | 436,029 | $38.4M | 0.12% | −44,303−9.2% | Reduced |