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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 1,400 | $127.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,400 | $127.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,431 | $129.6K | 0.02% | −679−32.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,460 | $132.3K | 0.00% | −196−11.8% | Reduced |
| Caldwell Trust Co | 1,500 | $135.9K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,759 | $159.4K | 0.09% | −328−15.7% | Reduced |
| Huntington National Bank | 1,795 | $162.6K | 0.00% | +275+18.1% | Added |
| Bogart Wealth, LLC | 1,881 | $170.4K | 0.01% | −722−27.7% | Reduced |
| Quadrant Capital Group LLC | 1,999 | $181.1K | 0.02% | −405−16.8% | Reduced |
| Lindbrook Capital, LLC | 2,075 | $188.0K | 0.02% | −282−12.0% | Reduced |
| Trifecta Capital Advisors, LLC | 2,119 | $192.0K | 0.08% | +2,119 | New |
| Investors Research Corp | 2,157 | $195.4K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 2,213 | $200.0K | 0.01% | +2,213 | New |
| Single Point Partners, LLC | 2,216 | $201.0K | 0.05% | +2,216 | New |
| REDW Wealth LLC | 2,220 | $201.1K | 0.07% | +2,220 | New |
| United Capital Financial Advisers, LLC | 2,229 | $201.9K | 0.00% | −215−8.8% | Reduced |
| Glenmede Trust Co NA | 2,240 | $202.9K | 0.00% | −2,405−51.8% | Reduced |
| Avantax Advisory Services, Inc. | 2,263 | $205.0K | 0.00% | −330−12.7% | Reduced |
| Cerity Partners LLC | 2,272 | $205.8K | 0.00% | −874−27.8% | Reduced |
| Landaas & Co | 2,326 | $211.0K | 0.12% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,336 | $212.0K | 0.00% | +2,336 | New |
| Knights of Columbus Asset Advisors LLC | 2,417 | $219.0K | 0.02% | −189−7.3% | Reduced |
| Valeo Financial Advisors, LLC | 2,461 | $223.0K | 0.01% | +2,461 | New |
| Townsend & Associates, Inc | 2,225 | $225.9K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,500 | $226.5K | 0.05% | +2,500 | New |
| Parallel Advisors, LLC | 2,505 | $227.0K | 0.01% | −450−15.2% | Reduced |
| North Star Investment Management Corp. | 2,549 | $231.0K | 0.02% | −55−2.1% | Reduced |
| Captrust Financial Advisors | 2,582 | $233.9K | 0.00% | −588−18.5% | Reduced |
| Ballentine Partners, LLC | 2,583 | $234.0K | 0.01% | −584−18.4% | Reduced |
| Petrus Trust Company, LTA | 2,584 | $234.1K | 0.03% | −1,345−34.2% | Reduced |
| Park National Corp | 2,585 | $234.2K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 2,598 | $235.5K | 0.01% | +2,598 | New |
| Ellenbecker Investment Group | 2,637 | $238.0K | 0.07% | +14+0.5% | Added |
| Integrated Wealth Concepts LLC | 2,648 | $240.0K | 0.01% | −609−18.7% | Reduced |
| First Business Financial Services, Inc. | 2,676 | $242.0K | 0.03% | −4,940−64.9% | Reduced |
| Archetype Wealth Partners | 2,672 | $242.0K | 0.06% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,697 | $244.3K | 0.12% | +2,697 | New |
| Advisory Services Network, LLC | 2,722 | $246.6K | 0.01% | −710−20.7% | Reduced |
| Jump Financial, LLC | 2,729 | $247.2K | 0.01% | +2,729 | New |
| Innovis Asset Management LLC | 2,732 | $247.5K | 0.11% | +2,732 | New |
| Mirabella Financial Services LLP | 2,756 | $249.5K | 0.02% | −2,940−51.6% | Reduced |
| Smith, Moore & Co. | 2,758 | $249.9K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,783 | $252.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,799 | $253.6K | 0.06% | +2,799 | New |
| Checchi Capital Advisers, LLC | 2,823 | $255.8K | 0.03% | −538−16.0% | Reduced |
| Magnus Financial Group LLC | 2,865 | $259.6K | 0.04% | −4−0.1% | Reduced |
| Atlas Capital Advisors LLC | 2,905 | $263.2K | 0.04% | −175−5.7% | Reduced |
| Enterprise Bank & Trust Co | 2,920 | $264.6K | 0.13% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,930 | $265.5K | 0.02% | −235−7.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,936 | $266.0K | 0.23% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 2,930 | $266.7K | 0.09% | +2,930 | New |
| Pacifica Partners Inc. | 3,007 | $271.2K | 0.18% | +2,114+236.7% | Added |
| Brown Brothers Harriman & Co | 3,079 | $279.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,082 | $279.0K | 0.05% | −145−4.5% | Reduced |
| Americana Partners, LLC | 3,100 | $280.9K | 0.05% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,102 | $281.0K | 0.02% | −720−18.8% | Reduced |
| Cubist Systematic Strategies, LLC | 3,107 | $281.5K | 0.00% | −7,697−71.2% | Reduced |
| Tudor Investment Corp Et Al | 3,130 | $284.0K | 0.01% | +3,130 | New |
| Oarsman Capital, Inc. | 3,179 | $288.0K | 0.15% | +666+26.5% | Added |
| Sequoia Financial Advisors, LLC | 3,188 | $288.8K | 0.01% | +3,188 | New |
| Benjamin F. Edwards & Company, Inc. | 3,234 | $293.0K | 0.01% | +209+6.9% | Added |
| KLCM Advisors, Inc. | 3,236 | $293.2K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,272 | $296.5K | 0.03% | +320+10.8% | Added |
| Stratos Wealth Partners, LTD. | 3,290 | $298.1K | 0.01% | −10,876−76.8% | Reduced |
| Ameritas Advisory Services, LLC | 3,306 | $299.6K | 0.01% | +635+23.8% | Added |
| Cozad Asset Management Inc | 3,317 | $300.5K | 0.04% | −28−0.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,326 | $301.3K | 0.08% | +2+0.1% | Added |
| Cetera Investment Advisers | 3,352 | $303.6K | 0.00% | −119−3.4% | Reduced |
| Pathstone Family Office, LLC | 5,442 | $312.3K | 0.01% | +1,974+56.9% | Added |
| Cutler Group LP | 3,504 | $317.0K | 0.04% | +1,287+58.1% | Added |
| Puzo Michael J | 3,500 | $317.1K | 0.11% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,284 | $320.4K | 0.07% | +751+29.6% | Added |
| Evergreen Capital Management LLC | 3,573 | $323.7K | 0.02% | +406+12.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 3,576 | $324.0K | 0.01% | +3,576 | New |
| Brighton Jones LLC | 3,613 | $327.3K | 0.02% | +243+7.2% | Added |
| Doliver Advisors, LP | 3,654 | $331.1K | 0.11% | +3,654 | New |
| Lombard Odier Asset Management (USA) Corp | 3,688 | $334.1K | 0.05% | −1,758−32.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,700 | $335.2K | 0.02% | −190−4.9% | Reduced |
| Silverlake Wealth Management LLC | 3,705 | $335.6K | 0.21% | 00.0% | Unchanged |
| Five Oceans Advisors | 3,723 | $337.3K | 0.23% | −10.0% | Reduced |
| Assetmark, Inc | 3,724 | $337.4K | 0.00% | −36−1.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,956 | $358.0K | 0.02% | −23−0.6% | Reduced |
| Essex Financial Services, Inc. | 3,984 | $360.0K | 0.04% | −691−14.8% | Reduced |
| Boltwood Capital Management | 4,000 | $362.4K | 0.15% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 4,000 | $362.4K | 0.28% | +4,000 | New |
| Commerce Bank | 4,039 | $365.9K | 0.00% | −100−2.4% | Reduced |
| Johnson Investment Counsel Inc | 4,048 | $366.7K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,051 | $367.0K | 0.02% | +4,051 | New |
| Dixon Mitchell Investment Counsel Inc. | 4,089 | $370.5K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,098 | $371.3K | 0.00% | +1,159+39.4% | Added |
| Great Valley Advisor Group, Inc. | 4,264 | $386.4K | 0.02% | +538+14.4% | Added |
| Biltmore Family Office, LLC | 4,280 | $387.8K | 0.08% | +4,280 | New |
| Gradient Investments LLC | 4,357 | $394.8K | 0.01% | −144−3.2% | Reduced |
| IFG Advisory, LLC | 4,378 | $396.0K | 0.04% | +1,798+69.7% | Added |
| Allspring Global Investments Holdings, LLC | 4,415 | $400.0K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 3,972 | $403.1K | 0.09% | −333−7.7% | Reduced |
| Credit Agricole S A | 4,480 | $405.9K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $407.5K | 0.10% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 4,600 | $416.8K | 0.21% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,599 | $418.0K | 0.01% | +750+19.5% | Added |