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, Q4 2022
Institutional positions in Bank of Montreal as of Dec 31, 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
- 477
- +29 vs. Q3 2022
- Shares held
- 322.5M
- +24.3M (+8.1%) vs. Q3 2022
- Total value
- $29.2B
- +$2.94B (+11.2%) vs. Q3 2022
- New holders
- 58
- 146 more added
- Sold out
- 29
- 170 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Natixis | 1 | $91 | 0.00% | −2,294−100.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.09K | 0.00% | −600−98.0% | Reduced |
| CoreCap Advisors, LLC | 12 | $1.09K | 0.00% | +12 | New |
| Grey Fox Wealth Advisors, LLC | 12 | $1.09K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $2.08K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 26 | $2.36K | 0.00% | +26 | New |
| First Horizon Advisors, Inc. | 28 | $2.54K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $2.90K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $2.99K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $3.00K | 0.00% | +36 | New |
| Motco | 40 | $3.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.62K | 0.00% | +40 | New |
| Financial Perspectives, Inc | 43 | $3.92K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $4.53K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 53 | $4.77K | 0.00% | +1+1.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $5.00K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 60 | $5.44K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 65 | $5.89K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $6.00K | 0.00% | −79−44.1% | Reduced |
| IAG Wealth Partners, LLC | 67 | $6.07K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 1,750 | $6.98K | 0.01% | +1,750 | New |
| MBM Wealth Consultants, LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 93 | $8.43K | 0.01% | −14−13.1% | Reduced |
| Exchange Traded Concepts, LLC | 97 | $8.79K | 0.00% | −43−30.7% | Reduced |
| Clear Street Markets LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.06K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $9.06K | 0.00% | +37+58.7% | Added |
| Accurate Wealth Management, LLC | 100 | $9.51K | 0.00% | +100 | New |
| Oakworth Capital, Inc. | 109 | $9.88K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $9.94K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $9.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $11.0K | 0.01% | +117 | New |
| Tradewinds Capital Management, LLC | 125 | $11.3K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 128,000 | $11.6K | 0.00% | −1,895−1.5% | Reduced |
| Westside Investment Management, Inc. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 150 | $13.6K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $13.6K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 155 | $14.0K | 0.00% | +155 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 159 | $14.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $14.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $14.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 170 | $15.4K | 0.00% | +32+23.2% | Added |
| WFA Asset Management Corp | 181 | $16.4K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 200 | $18.1K | 0.00% | −75−27.3% | Reduced |
| Massmutual Trust Co FSB | 212 | $19.0K | 0.00% | +45+26.9% | Added |
| Sargent Bickham Lagudis LLC | 211 | $19.1K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 213 | $19.3K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 224 | $20.0K | 0.01% | −1,264−84.9% | Reduced |
| Proequities, Inc. | 240 | $21.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 245 | $22.2K | 0.00% | −4,102−94.4% | Reduced |
| WFA of San Diego, LLC | 250 | $22.6K | 0.02% | +250 | New |
| Daiwa Securities Group Inc. | 250 | $23.0K | 0.00% | −90−26.5% | Reduced |
| Financial Management Professionals, Inc. | 261 | $24.0K | 0.00% | −12−4.4% | Reduced |
| Hexagon Capital Partners LLC | 282 | $25.5K | 0.01% | −121−30.0% | Reduced |
| Johnson Midwest Financial, LLC | 286 | $26.0K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 291 | $26.4K | 0.00% | −13−4.3% | Reduced |
| Banque Cantonale Vaudoise | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 315 | $28.5K | 0.00% | +315 | New |
| Zions Bancorporation, N.A. | 317 | $28.7K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 340 | $31.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 350 | $32.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $32.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 417 | $37.8K | 0.01% | +84+25.2% | Added |
| Stonebridge Capital Advisors LLC | 439 | $39.8K | 0.00% | +339+339.0% | Added |
| Ravenstone Capital Management Inc. | 440 | $39.9K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 444 | $40.0K | 0.00% | +2+0.5% | Added |
| CWM, LLC | 492 | $45.0K | 0.00% | +49+11.1% | Added |
| Ronald Blue Trust, Inc. | 526 | $46.0K | 0.00% | +10+1.9% | Added |
| Grove Bank & Trust | 510 | $46.0K | 0.01% | +510 | New |
| Duncker Streett & Co Inc | 526 | $47.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 748 | $51.3K | 0.00% | +748 | New |
| Princeton Global Asset Management LLC | 600 | $54.0K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 600 | $54.4K | 0.02% | +600 | New |
| Sutton Wealth Advisors Inc. | 628 | $56.9K | 0.02% | −466−42.6% | Reduced |
| Cowen Prime Advisors LLC | 753 | $68.0K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $72.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 818 | $74.1K | 0.01% | −2−0.2% | Reduced |
| Contravisory Investment Management, Inc. | 953 | $86.3K | 0.02% | −3−0.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 960 | $87.0K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $89.0K | 0.05% | +730+292.0% | Added |
| Washington Trust Co | 1,000 | $90.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $90.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $90.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $91.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,030 | $93.3K | 0.00% | −95−8.4% | Reduced |
| JJJ Advisors Inc. | 1,060 | $103.1K | 0.03% | −11−1.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $105.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,220 | $110.5K | 0.01% | −35−2.8% | Reduced |
| Whittier Trust Co | 1,233 | $111.7K | 0.00% | −3,492−73.9% | Reduced |
| Bartlett & Co. LLC | 1,330 | $120.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $120.5K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,355 | $123.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,361 | $123.3K | 0.00% | +61+4.7% | Added |
| Bessemer Group Inc | 1,400 | $127.0K | 0.00% | −267−16.0% | Reduced |