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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 333 | $29.0K | 0.01% | +7+2.1% | Added |
| Zions Bancorporation, N.A. | 317 | $28.0K | 0.00% | −9−2.8% | Reduced |
| Global Retirement Partners, LLC | 304 | $28.0K | 0.00% | −15−4.7% | Reduced |
| Banque Cantonale Vaudoise | 300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 286 | $25.0K | 0.10% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 275 | $24.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 273 | $24.0K | 0.01% | +64+30.6% | Added |
| Iron Horse Wealth Management, LLC | 250 | $22.0K | 0.03% | −730−74.5% | Reduced |
| Proequities, Inc. | 240 | $21.0K | 0.00% | −16−6.3% | Reduced |
| Financial Avengers, Inc. | 213 | $19.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 211 | $18.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 182 | $16.0K | 0.00% | −1,191,160−100.0% | Reduced |
| WFA Asset Management Corp | 181 | $15.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 167 | $15.0K | 0.00% | +28+20.1% | Added |
| GHP Investment Advisors, Inc. | 161 | $14.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 159 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 138 | $12.0K | 0.00% | −155−52.9% | Reduced |
| Exchange Traded Concepts, LLC | 140 | $12.0K | 0.00% | −57−28.9% | Reduced |
| Tradewinds Capital Management, LLC | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 179 | $11.0K | 0.00% | +1+0.6% | Added |
| MCF Advisors LLC | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $9.00K | 0.01% | −39,121−99.7% | Reduced |
| Clear Street Markets LLC | 100 | $9.00K | 0.00% | −2−2.0% | Reduced |
| Stonebridge Capital Advisors LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 107 | $9.00K | 0.01% | +20+23.0% | Added |
| MBM Wealth Consultants, LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 95 | $8.00K | 0.01% | +95 | New |
| Earnest Partners LLC | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $5.00K | 0.00% | +62 | New |
| TCTC Holdings, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 43 | $3.76K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.14K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 88 | – | – | −8−8.3% | Reduced |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −230,040−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −111,100−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −100,467−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −67,442−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −69,658−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −53,179−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −52,200−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −27,743−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −25,425−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −22,080−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −15,086−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,638−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,889−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,618−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,335−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −4,117−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,906−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −2,713−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −2,735−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −2,475−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −2,253−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| REDW Wealth LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −2,159−100.0% | Sold out |
| Solidarilty Wealth, LLC | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −1,902−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| First Community Trust NA | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −692−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −403−100.0% | Sold out |