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 |
|---|---|---|---|---|---|
| Citigroup Inc | 108,509 | $9.56M | 0.01% | −53,759−33.1% | Reduced |
| Portland Investment Counsel Inc. | 107,310 | $9.40M | 6.06% | +6,500+6.4% | Added |
| Wellington Management Group LLP | 100,487 | $8.85M | 0.00% | +4,457+4.6% | Added |
| Federated Hermes, Inc. | 97,073 | $8.51M | 0.02% | −917−0.9% | Reduced |
| DSM Capital Partners LLC | 96,543 | $8.46M | 0.14% | −5,255−5.2% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $8.41M | 1.10% | 00.0% | Unchanged |
| USS Investment Management Ltd | 88,193 | $7.72M | 0.12% | −47,861−35.2% | Reduced |
| Eaton Vance Management | 84,271 | $7.39M | 0.01% | +310.0% | Added |
| Janus Henderson Group PLC | 80,839 | $7.13M | 0.01% | −25,869−24.2% | Reduced |
| Achmea Investment Management B.V. | 80,236 | $7.07M | 0.25% | −19,541−19.6% | Reduced |
| ClariVest Asset Management LLC | 79,714 | $7.03M | 0.34% | −1,462−1.8% | Reduced |
| Wells Fargo & Company | 77,895 | $6.83M | 0.00% | +5,266+7.3% | Added |
| Northwest & Ethical Investments L.P. | 75,067 | $6.58M | 0.26% | +5,319+7.6% | Added |
| Susquehanna Fundamental Investments, LLC | 72,847 | $6.38M | 0.11% | +72,847 | New |
| Raymond James & Associates | 72,454 | $6.35M | 0.01% | −882−1.2% | Reduced |
| Pendal Group Limited | 69,979 | $6.13M | 0.06% | +57,242+449.4% | Added |
| HighTower Advisors, LLC | 67,946 | $6.02M | 0.02% | +45,046+196.7% | Added |
| Waratah Capital Advisors Ltd. | 63,781 | $5.59M | 0.37% | +63,781 | New |
| Lombard Odier Asset Management (Europe) Ltd | 31,968 | $5.31M | 0.28% | −346−1.1% | Reduced |
| JCIC Asset Management Inc. | 56,398 | $5.20M | 2.40% | +56,398 | New |
| Alliancebernstein L.P. | 57,512 | $5.04M | 0.00% | +3,360+6.2% | Added |
| LPL Financial LLC | 57,366 | $5.03M | 0.00% | −744−1.3% | Reduced |
| Romano Brothers and Company | 57,109 | $5.00M | 0.81% | +57,109 | New |
| M&T Bank Corp | 56,712 | $4.98M | 0.02% | −3,472−5.8% | Reduced |
| D. E. Shaw & Co., Inc. | 56,102 | $4.91M | 0.01% | −316,048−84.9% | Reduced |
| Dana Investment Advisors, Inc. | 55,758 | $4.89M | 0.28% | +200+0.4% | Added |
| Barclays PLC | 55,499 | $4.86M | 0.01% | −18,084−24.6% | Reduced |
| Crossmark Global Holdings, Inc. | 53,371 | $4.68M | 0.13% | +2,697+5.3% | Added |
| Stifel Financial Corp | 53,050 | $4.65M | 0.01% | +2,745+5.5% | Added |
| Ameriprise Financial Inc | 49,996 | $4.38M | 0.00% | +16,903+51.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 45,714 | $4.03M | 0.24% | +5,026+12.4% | Added |
| Thornburg Investment Management Inc | 44,431 | $3.89M | 0.07% | −34,980−44.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 42,363 | $3.74M | 1.82% | +24,886+142.4% | Added |
| Azimuth Capital Investment Management LLC | 41,592 | $3.65M | 0.20% | −1,840−4.2% | Reduced |
| Shell Asset Management Co | 41,316 | $3.64M | 0.14% | −25,892−38.5% | Reduced |
| Assenagon Asset Management S.A. | 37,514 | $3.31M | 0.01% | +14,341+61.9% | Added |
| Ossiam | 36,931 | $3.25M | 0.09% | +36,931 | New |
| Murchinson Ltd. | 25,526 | $3.09M | 0.90% | +25,526 | New |
| Ensign Peak Advisors, Inc | 31,429 | $3.01M | 0.01% | +1,000+3.3% | Added |
| Natixis Advisors, L.P. | 33,338 | $2.92M | 0.01% | +8,682+35.2% | Added |
| Envestnet Asset Management Inc | 33,100 | $2.90M | 0.00% | +1,102+3.4% | Added |
| Quadrature Capital Ltd | 32,600 | $2.89M | 0.09% | −266,200−89.1% | Reduced |
| Rathbone Brothers plc | 31,853 | $2.81M | 0.03% | −1,250−3.8% | Reduced |
| Private Advisor Group, LLC | 31,687 | $2.78M | 0.03% | +5,225+19.7% | Added |
| Silver Lake Advisory, LLC | 31,061 | $2.72M | 1.59% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 30,963 | $2.71M | 0.01% | +131+0.4% | Added |
| Advisor Group Holdings, Inc. | 29,323 | $2.57M | 0.01% | +1,330+4.8% | Added |
| Foster & Motley Inc | 27,219 | $2.38M | 0.23% | −5,063−15.7% | Reduced |
| WoodTrust Financial Corp | 27,003 | $2.37M | 0.53% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 26,802 | $2.36M | 0.03% | −21,631−44.7% | Reduced |
| APG Asset Management N.V. | 26,175 | $2.35M | 0.01% | −32,100−55.1% | Reduced |
| Commonwealth Equity Services, LLC | 26,653 | $2.33M | 0.01% | +1,417+5.6% | Added |
| K.J. Harrison & Partners Inc | 26,106 | $2.31M | 0.82% | −330−1.2% | Reduced |
| 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 |
| Summit Global Investments | 25,633 | $2.25M | 0.21% | −2,664−9.4% | Reduced |
| Bridgeway Capital Management, LLC | 25,200 | $2.21M | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 25,030 | $2.19M | 0.38% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,187 | $2.12M | 0.00% | +5,004+26.1% | Added |
| US Bancorp | 23,447 | $2.06M | 0.00% | −292−1.2% | Reduced |
| Guggenheim Capital LLC | 21,698 | $1.90M | 0.02% | +7,432+52.1% | Added |
| Lincluden Management Ltd | 21,596 | $1.89M | 0.24% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 21,493 | $1.88M | 0.30% | −2,759−11.4% | Reduced |
| Power Corp of Canada | 21,314 | $1.87M | 0.28% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 21,188 | $1.86M | 0.05% | −4,305−16.9% | Reduced |
| Principal Financial Group Inc | 21,044 | $1.85M | 0.00% | −17,196−45.0% | Reduced |
| Mariner, LLC | 20,703 | $1.81M | 0.01% | +20,703 | New |
| Manitou Investment Management Ltd. | 20,445 | $1.81M | 0.34% | +250+1.2% | Added |
| AlphaCrest Capital Management LLC | 20,362 | $1.78M | 0.11% | −48,125−70.3% | Reduced |
| Van Eck Associates Corp | 18,961 | $1.66M | 0.00% | +1,088+6.1% | Added |
| Wetherby Asset Management Inc | 18,521 | $1.62M | 0.11% | +1,725+10.3% | Added |
| Employees Provident Fund Board | 18,200 | $1.60M | 0.05% | +6,280+52.7% | Added |
| Associated Banc-Corp | 18,200 | $1.60M | 0.07% | −426−2.3% | Reduced |
| Rodgers Brothers Inc. | 18,125 | $1.59M | 0.34% | +18,125 | New |
| NorthRock Partners, LLC | 17,633 | $1.55M | 0.18% | −190−1.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,574 | $1.54M | 0.15% | +4,754+37.1% | Added |
| BNP Paribas Arbitrage, SA | 16,794 | $1.47M | 0.00% | +8,589+104.7% | Added |
| Creative Planning | 16,730 | $1.47M | 0.00% | +4,038+31.8% | Added |
| 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 |
| Janney Montgomery Scott LLC | 15,269 | $1.34M | 0.01% | +15,269 | New |
| Naples Global Advisors, LLC | 15,162 | $1.33M | 0.18% | +330+2.2% | Added |
| Baader Bank INC | 15,000 | $1.31M | 0.11% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 14,930 | $1.31M | 0.33% | +2,510+20.2% | Added |
| Curbstone Financial Management Corp | 14,334 | $1.26M | 0.31% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 14,166 | $1.24M | 0.03% | −10,881−43.4% | Reduced |
| Advisors Asset Management, Inc. | 13,927 | $1.22M | 0.02% | +233+1.7% | Added |
| Unigestion Holding SA | 13,467 | $1.18M | 0.07% | −14,964−52.6% | Reduced |
| Rockefeller Capital Management L.P. | 13,272 | $1.16M | 0.01% | +79+0.6% | Added |
| Davis-Rea Ltd. | 13,018 | $1.15M | 0.74% | −13,146−50.2% | Reduced |
| Cigna Investments Inc | 12,855 | $1.13M | 0.25% | +514+4.2% | Added |
| Ritholtz Wealth Management | 12,755 | $1.12M | 0.06% | +2,993+30.7% | Added |
| Ativo Capital Management LLC | 12,744 | $1.12M | 1.75% | +12,744 | New |
| Fifth Third Bancorp | 12,672 | $1.11M | 0.01% | +3,956+45.4% | Added |
| Truist Financial Corp | 12,308 | $1.08M | 0.00% | −1,258−9.3% | Reduced |
| Squarepoint Ops LLC | 12,189 | $1.07M | 0.01% | +10,101+483.8% | Added |
| Texas Yale Capital Corp. | 12,048 | $1.06M | 0.07% | +400+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 11,882 | $1.04M | 0.00% | −6,131−34.0% | Reduced |
| Comerica Bank | 11,552 | $1.04M | 0.01% | +1,537+15.3% | Added |
| Baldwin Brothers Inc | 11,600 | $1.02M | 0.14% | 00.0% | Unchanged |