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 |
|---|---|---|---|---|---|
| CenterBook Partners LP | 11,557 | $1.01M | 0.20% | −17,650−60.4% | Reduced |
| First American Bank | 11,520 | $1.01M | 0.11% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,487 | $1.01M | 0.01% | +1,530+15.4% | Added |
| Pegasus Partners Ltd. | 11,423 | $1.00M | 0.21% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,115 | $974.0K | 0.01% | +1,071+10.7% | Added |
| Umb Bank N A | 10,884 | $954.0K | 0.02% | −16,916−60.8% | Reduced |
| Cubist Systematic Strategies, LLC | 10,804 | $947.0K | 0.01% | −25,586−70.3% | Reduced |
| Financial Counselors Inc | 10,615 | $930.0K | 0.02% | −382−3.5% | Reduced |
| North Star Asset Management Inc | 10,532 | $923.0K | 0.06% | −86−0.8% | Reduced |
| Smithfield Trust Co | 10,268 | $900.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Voloridge Investment Management, LLC | 10,131 | $888.0K | 0.00% | −45,660−81.8% | Reduced |
| Kestra Advisory Services, LLC | 9,897 | $867.0K | 0.01% | +221+2.3% | Added |
| FORA Capital, LLC | 9,641 | $845.0K | 0.16% | +1,416+17.2% | Added |
| Tacita Capital Inc | 9,535 | $842.0K | 0.65% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,505 | $833.0K | 0.00% | +3,111+48.7% | Added |
| Capital World Investors | 9,299 | $815.0K | 0.00% | +99+1.1% | Added |
| Blair William & Co | 9,283 | $814.0K | 0.00% | +2,006+27.6% | Added |
| Berger Financial Group, Inc | 9,247 | $810.0K | 0.12% | +323+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,193 | $806.0K | 0.00% | +511+5.9% | Added |
| Marathon Capital Management | 9,190 | $805.0K | 0.23% | +1,465+19.0% | Added |
| Crescent Grove Advisors, LLC | 9,011 | $790.0K | 0.09% | −842−8.5% | Reduced |
| Mairs & Power Inc | 9,000 | $789.0K | 0.01% | +9,000 | New |
| 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 |
| Segall Bryant & Hamill, LLC | 8,672 | $762.0K | 0.01% | +73+0.8% | Added |
| Vident Investment Advisory, LLC | 9,142 | $760.0K | 0.02% | +481+5.6% | Added |
| AE Wealth Management LLC | 8,399 | $736.0K | 0.01% | −626−6.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,304 | $728.0K | 0.23% | −206−2.4% | Reduced |
| Walleye Capital LLC | 8,175 | $716.0K | 0.02% | +8,175 | New |
| Veriti Management LLC | 8,068 | $707.0K | 0.10% | +395+5.1% | Added |
| Pinnacle Associates Ltd | 8,000 | $701.0K | 0.02% | +8,000 | New |
| JustInvest LLC | 7,360 | $645.0K | 0.03% | +110+1.5% | Added |
| Two Sigma Securities, LLC | 7,128 | $625.0K | 0.09% | +1,755+32.7% | Added |
| The PNC Financial Services Group, Inc. | 7,125 | $624.0K | 0.00% | +707+11.0% | Added |
| Oppenheimer & Co Inc | 7,032 | $616.0K | 0.01% | −100−1.4% | Reduced |
| Forum Financial Management, LP | 6,828 | $598.0K | 0.03% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,692 | $586.0K | 0.63% | +140+2.1% | Added |
| Baskin Financial Services Inc. | 6,688 | $585.0K | 0.07% | −175−2.5% | Reduced |
| Quilter Plc | 6,572 | $575.0K | 0.02% | +982+17.6% | Added |
| Signaturefd, LLC | 6,533 | $573.0K | 0.02% | −545−7.7% | Reduced |
| Nwam LLC | 6,494 | $569.0K | 0.05% | −98−1.5% | Reduced |
| Tradition Wealth Management, LLC | 6,413 | $562.0K | 0.08% | +70+1.1% | Added |
| Vaughan & Co Securities, Inc. | 6,369 | $558.0K | 0.48% | +614+10.7% | Added |
| Busey Wealth Management | 6,272 | $550.0K | 0.03% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 6,183 | $542.0K | 0.17% | +6,183 | New |
| David Loasby | 6,262 | $535.0K | 0.09% | −13−0.2% | Reduced |
| Johnson Financial Group, Inc. | 5,972 | $533.0K | 0.05% | −3,413−36.4% | Reduced |
| Gulf International Bank (UK) Ltd | 6,073 | $531.0K | 0.01% | −470−7.2% | Reduced |
| 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 |
| Burney Co | 5,807 | $509.0K | 0.03% | +124+2.2% | Added |
| Mirabella Financial Services LLP | 5,696 | $505.0K | 0.05% | +5,696 | New |
| Duality Advisers, LP | 5,690 | $499.0K | 0.05% | +5,690 | New |
| Dorsey & Whitney Trust CO LLC | 5,660 | $496.0K | 0.05% | +138+2.5% | Added |
| D.A. Davidson & Co. | 5,565 | $492.0K | 0.01% | +40+0.7% | Added |
| Lombard Odier Asset Management (USA) Corp | 5,446 | $477.0K | 0.07% | +5,446 | New |
| Brinker Capital Investments, LLC | 5,421 | $475.0K | 0.01% | −20−0.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,400 | $472.8K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 5,300 | $464.0K | 0.00% | −173,800−97.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,777 | $461.0K | 0.04% | −2,042−42.4% | Reduced |
| Patten Group, Inc. | 5,199 | $446.0K | 0.15% | −500−8.8% | Reduced |
| Harbour Investments, Inc. | 4,595 | $442.0K | 0.03% | 00.0% | Unchanged |
| OPSEU Pension Plan Trust Fund | 4,960 | $441.0K | 0.12% | −297−5.6% | Reduced |
| Zacks Investment Management | 5,013 | $439.0K | 0.01% | +5,013 | New |
| Old National Bancorp | 4,970 | $436.0K | 0.01% | +620+14.3% | Added |
| Vise Technologies, Inc. | 4,861 | $426.0K | 0.16% | +297+6.5% | Added |
| Prudential Financial Inc | 4,770 | $418.0K | 0.00% | −54−1.1% | Reduced |
| Wolverine Trading, LLC | 4,691 | $415.0K | 0.02% | +225+5.0% | Added |
| Whittier Trust Co | 4,725 | $414.0K | 0.01% | +10.0% | Added |
| Essex Financial Services, Inc. | 4,675 | $410.0K | 0.05% | −4,325−48.1% | Reduced |
| Unio Capital LLC | 4,640 | $407.0K | 0.25% | 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 |
| David R. Rahn & Associates Inc. | 4,600 | $403.0K | 0.19% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 4,114 | $396.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,501 | $394.0K | 0.01% | +4,435+6,719.7% | Added |
| Credit Agricole S A | 4,480 | $393.0K | 0.01% | +2,119+89.8% | Added |
| Rowland & Co Investment Counsel | 4,476 | $392.3K | 0.11% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,415 | $386.0K | 0.00% | −613−12.2% | Reduced |
| Citadel Advisors LLC | 4,347 | $381.0K | 0.00% | −111,119−96.2% | Reduced |
| 180 Wealth Advisors, LLC | 4,305 | $377.0K | 0.10% | +2,033+89.5% | Added |
| Commerce Bank | 4,139 | $363.0K | 0.00% | +18+0.4% | Added |
| Dixon Mitchell Investment Counsel Inc. | 4,089 | $361.2K | 0.03% | −17−0.4% | Reduced |
| Johnson Investment Counsel Inc | 4,048 | $355.0K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,000 | $351.0K | 0.16% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 3,979 | $349.0K | 0.02% | −114−2.8% | Reduced |
| Archford Capital Strategies, LLC | 3,938 | $345.0K | 0.09% | +129+3.4% | Added |
| Petrus Trust Company, LTA | 3,929 | $344.0K | 0.05% | +1,722+78.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,849 | $343.0K | 0.01% | +3,849 | New |
| Cary Street Partner Investment Advisory LLC | 3,890 | $341.0K | 0.03% | 00.0% | Unchanged |
| Wealthsimple Inc. | 2,013 | $337.0K | 0.01% | +50+2.5% | Added |
| Annex Advisory Services, LLC | 3,822 | $335.0K | 0.02% | −33−0.9% | Reduced |
| Assetmark, Inc | 3,760 | $330.0K | 0.00% | −19−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 3,726 | $327.0K | 0.02% | −20−0.5% | Reduced |
| Five Oceans Advisors | 3,724 | $326.0K | 0.26% | +1,008+37.1% | Added |
| Silverlake Wealth Management LLC | 3,705 | $324.7K | 0.22% | +158+4.5% | Added |
| Pathstone Family Office, LLC | 3,468 | $312.0K | 0.01% | +14+0.4% | Added |
| Puzo Michael J | 3,500 | $307.0K | 0.12% | 00.0% | Unchanged |