Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2022: 456 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ3 2022: $26.4B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2022.

Institutions holding BMO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cetera Investment Advisers3,471$304.0K0.01%+417+13.7%Added
Advisory Services Network, LLC3,432$301.0K0.01%−261−7.1%Reduced
Checchi Capital Advisers, LLC3,361$295.0K0.03%+106+3.3%Added
Brighton Jones LLC3,370$295.0K0.02%−10.0%Reduced
Cozad Asset Management Inc3,345$293.0K0.05%−19−0.6%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,324$291.0K0.09%+3+0.1%Added
Integrated Wealth Concepts LLC3,257$285.0K0.01%+727+28.7%Added
KLCM Advisors, Inc.3,236$284.0K0.07%+100+3.2%Added
Thompson Investment Management, Inc.3,227$283.0K0.05%00.0%Unchanged
Ibex Wealth Advisors3,183$279.0K0.07%+11+0.3%Added
Evergreen Capital Management LLC3,167$278.0K0.01%+114+3.7%Added
Captrust Financial Advisors3,170$278.0K0.00%+352+12.5%Added
Ballentine Partners, LLC3,167$278.0K0.01%+571+22.0%Added
Henshaw Capital LLC3,165$277.4K0.02%−66−2.0%Reduced
Cerity Partners LLC3,146$276.0K0.00%+687+27.9%Added
Americana Partners, LLC3,100$271.0K0.05%00.0%Unchanged
Brown Brothers Harriman & Co3,079$270.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC3,080$269.9K0.05%−629−17.0%Reduced
Focus Financial Network, Inc.3,054$267.7K0.02%+50+1.7%Added
Benjamin F. Edwards & Company, Inc.3,025$265.0K0.01%+14+0.5%Added
Parallel Advisors, LLC2,955$259.0K0.01%+212+7.7%Added
Schechter Investment Advisors, LLC2,952$259.0K0.03%+2,952New
First Republic Investment Management, Inc.2,939$258.0K0.00%−19−0.6%Reduced
Aft, Forsyth & Company, Inc.2,936$257.0K0.23%00.0%Unchanged
Enterprise Bank & Trust Co2,920$256.0K0.13%00.0%Unchanged
Magnus Financial Group LLC2,869$251.0K0.05%−1,460−33.7%Reduced
Patten & Patten Inc2,783$244.0K0.02%00.0%Unchanged
Smith, Moore & Co.2,758$242.0K0.04%00.0%Unchanged
Balyasny Asset Management LLC2,708$237.0K0.00%−28,253−91.3%Reduced
Archetype Wealth Partners2,672$234.0K0.07%00.0%Unchanged
Ameritas Advisory Services, LLC2,671$234.0K0.01%+29+1.1%Added
Ellenbecker Investment Group2,623$229.0K0.07%+16+0.6%Added
North Star Investment Management Corp.2,604$228.0K0.02%+10.0%Added
Bogart Wealth, LLC2,603$228.0K0.02%00.0%Unchanged
Knights of Columbus Asset Advisors LLC2,606$228.0K0.02%+162+6.6%Added
Park National Corp2,585$227.0K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.2,593$227.0K0.00%+518+25.0%Added
IFG Advisory, LLC2,580$226.0K0.02%+2,580New
Intrua Financial, LLC2,533$222.0K0.06%+2,533New
Oarsman Capital, Inc.2,513$220.0K0.12%00.0%Unchanged
Carret Asset Management, LLC2,494$219.0K0.03%−1,140−31.4%Reduced
Bluestein R H & Co2,500$219.0K0.01%00.0%Unchanged
FDx Advisors, Inc.2,478$217.0K0.01%−37−1.5%Reduced
United Capital Financial Advisers, LLC2,444$214.0K0.00%+2,444New
Townsend & Associates, Inc2,225$213.0K0.10%+2,225New
Quadrant Capital Group LLC2,404$211.0K0.03%−1,253−34.3%Reduced
Westover Capital Advisors, LLC2,400$210.0K0.08%00.0%Unchanged
Lindbrook Capital, LLC2,357$207.0K0.03%+44+1.9%Added
Natixis2,295$205.0K0.00%+73+3.3%Added
Atria Wealth Solutions, Inc.2,334$204.5K0.00%+10.0%Added
Landaas & Co2,326$204.0K0.13%00.0%Unchanged
Wendell David Associates Inc2,300$202.0K0.03%−200−8.0%Reduced
Cutler Group LP2,217$194.0K0.02%+340+18.1%Added
Investors Research Corp2,157$189.0K0.06%00.0%Unchanged
BDO Wealth Advisors, LLC2,110$185.0K0.02%00.0%Unchanged
Operose Advisors LLC2,087$183.0K0.12%00.0%Unchanged
Wipfli Financial Advisors LLC,1,832$161.0K0.01%+1,832New
Bessemer Group Inc1,667$147.0K0.00%+217+15.0%Added
Steward Partners Investment Advisory, LLC1,656$145.0K0.00%+215+14.9%Added
Huntington National Bank1,520$133.0K0.00%−222−12.7%Reduced
Caldwell Trust Co1,500$131.5K0.02%00.0%Unchanged
Harvest Fund Management Co., Ltd1,488$130.0K0.04%+1,488New
Webster Bank, N. A.1,400$123.0K0.02%00.0%Unchanged
Cyrus J. Lawrence, LLC1,400$123.0K0.04%00.0%Unchanged
Tobam1,355$119.0K0.01%−365−21.2%Reduced
Bartlett & Co. LLC1,330$117.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,330$116.6K0.00%00.0%Unchanged
Allworth Financial LP1,300$114.0K0.00%−86−6.2%Reduced
Trust Co of Vermont1,255$110.0K0.01%00.0%Unchanged
Icon Wealth Advisors, LLC1,196$105.0K0.01%+1,196New
JTC Employer Solutions Trusteee Ltd1,162$103.0K0.02%00.0%Unchanged
Central Trust Co1,125$99.0K0.00%+440+64.2%Added
Sutton Wealth Advisors Inc.1,094$95.9K0.04%00.0%Unchanged
JJJ Advisors Inc.1,071$91.0K0.03%−410−27.7%Reduced
Tompkins Financial Corp1,000$88.0K0.01%00.0%Unchanged
Washington Trust Co1,000$88.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,000$88.0K0.01%00.0%Unchanged
JNBA Financial Advisors1,000$88.0K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC960$84.0K0.03%00.0%Unchanged
Contravisory Investment Management, Inc.956$84.0K0.03%00.0%Unchanged
Hudock, Inc.916$80.0K0.03%+4+0.4%Added
Pacifica Partners Inc.893$79.0K0.06%+123+16.0%Added
SRS Capital Advisors, Inc.820$72.0K0.01%+6+0.7%Added
Bray Capital Advisors800$70.0K0.02%00.0%Unchanged
Cowen Prime Advisors LLC753$66.0K0.04%00.0%Unchanged
Pinebridge Investments, L.P.452$55.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.612$54.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC600$53.0K0.02%00.0%Unchanged
American Portfolios Advisors595$52.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.516$50.0K0.00%+135+35.4%Added
Duncker Streett & Co Inc526$46.0K0.01%00.0%Unchanged
Capital Analysts, LLC442$39.0K0.00%+3+0.7%Added
CWM, LLC443$39.0K0.00%+292+193.4%Added
Ravenstone Capital Management Inc.440$38.9K0.03%00.0%Unchanged
Tower Research Capital LLC (TRC)410$36.0K0.00%−9,977−96.1%Reduced
Hexagon Capital Partners LLC403$35.0K0.01%+205+103.5%Added
Private Trust Co NA350$31.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC350$31.0K0.01%00.0%Unchanged
Compagnie Lombard Odier SCmA340$30.0K0.00%00.0%Unchanged
Daiwa Securities Group Inc.340$30.0K0.00%+340New