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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 4,642 | $420.6K | 0.13% | −219−4.5% | Reduced |
| Ibex Wealth Advisors | 4,663 | $422.0K | 0.10% | +1,480+46.5% | Added |
| Old National Bancorp | 4,685 | $424.0K | 0.01% | −285−5.7% | Reduced |
| SG Americas Securities, LLC | 4,755 | $431.0K | 0.01% | +4,755 | New |
| Prudential Financial Inc | 4,770 | $432.2K | 0.00% | 00.0% | Unchanged |
| Unio Capital LLC | 4,830 | $437.6K | 0.24% | +190+4.1% | Added |
| Archford Capital Strategies, LLC | 4,830 | $437.6K | 0.10% | +892+22.7% | Added |
| Avalon Investment & Advisory | 4,877 | $442.0K | 0.01% | +4,877 | New |
| Royal London Asset Management Ltd | 4,898 | $443.8K | 0.00% | +4,898 | New |
| Tower Research Capital LLC (TRC) | 4,902 | $444.0K | 0.02% | +4,492+1,095.6% | Added |
| Zacks Investment Management | 4,988 | $451.9K | 0.01% | −25−0.5% | Reduced |
| Polar Asset Management Partners Inc. | 5,000 | $452.4K | 0.01% | +5,000 | New |
| Pacer Advisors, Inc. | 5,058 | $458.3K | 0.00% | +5,058 | New |
| BNP Paribas Arbitrage, SA | 5,094 | $461.5K | 0.00% | −11,700−69.7% | Reduced |
| Virtu Financial LLC | 5,192 | $470.0K | 0.06% | +5,192 | New |
| Patten Group, Inc. | 5,189 | $470.1K | 0.15% | −10−0.2% | Reduced |
| Burney Co | 5,273 | $477.7K | 0.02% | −534−9.2% | Reduced |
| Tradewinds, LLC. | 14,625 | $484.4K | 0.51% | +14,625 | New |
| Harbour Investments, Inc. | 5,507 | $498.9K | 0.03% | +912+19.8% | Added |
| Dorsey & Whitney Trust CO LLC | 5,522 | $500.3K | 0.05% | −138−2.4% | Reduced |
| Cresset Asset Management, LLC | 5,559 | $503.7K | 0.01% | −378−6.4% | Reduced |
| D.A. Davidson & Co. | 5,527 | $503.9K | 0.01% | −38−0.7% | Reduced |
| Brinker Capital Investments, LLC | 5,586 | $506.1K | 0.01% | +165+3.0% | Added |
| International Assets Investment Management, LLC | 505,077 | $508.9K | 0.05% | +505,077 | New |
| Vident Investment Advisory, LLC | 5,748 | $520.4K | 0.02% | −3,394−37.1% | Reduced |
| JustInvest LLC | 5,796 | $525.1K | 0.02% | −1,564−21.3% | Reduced |
| Horizon Investments, LLC | 5,942 | $533.0K | 0.02% | +5,942 | New |
| Quilter Plc | 5,922 | $536.5K | 0.02% | −650−9.9% | Reduced |
| Johnson Financial Group, Inc. | 5,972 | $541.1K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 6,047 | $547.9K | 0.01% | −985−14.0% | Reduced |
| Gulf International Bank (UK) Ltd | 6,173 | $558.0K | 0.01% | +100+1.6% | Added |
| Vaughan & Co Securities, Inc. | 6,198 | $561.5K | 0.45% | −171−2.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,219 | $563.4K | 0.17% | +36+0.6% | Added |
| Tradition Wealth Management, LLC | 6,263 | $567.0K | 0.08% | −150−2.3% | Reduced |
| Busey Wealth Management | 6,272 | $568.2K | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 6,344 | $574.7K | 0.01% | +6,344 | New |
| Nwam LLC | 6,523 | $591.0K | 0.05% | +29+0.4% | Added |
| Ti-Trust, Inc | 6,692 | $606.3K | 0.58% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,831 | $618.9K | 0.02% | +30.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,162 | $633.2K | 0.05% | +2,385+85.9% | Added |
| STRS Ohio | 7,100 | $642.0K | 0.00% | −109,500−93.9% | Reduced |
| Signaturefd, LLC | 7,482 | $677.9K | 0.02% | +949+14.5% | Added |
| Kestra Advisory Services, LLC | 7,495 | $679.0K | 0.01% | −2,402−24.3% | Reduced |
| Baskin Financial Services Inc. | 7,561 | $684.0K | 0.08% | +873+13.1% | Added |
| Veriti Management LLC | 7,664 | $694.3K | 0.09% | −404−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,712 | $698.7K | 0.00% | +587+8.2% | Added |
| Baldwin Brothers Inc | 8,000 | $724.8K | 0.07% | −3,600−31.0% | Reduced |
| AE Wealth Management LLC | 8,270 | $749.3K | 0.01% | −129−1.5% | Reduced |
| Twin Tree Management, LP | 8,294 | $751.4K | 0.02% | −8,384−50.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,304 | $752.3K | 0.22% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 8,427 | $763.5K | 0.00% | +8,427 | New |
| ICA Group Wealth Management, LLC | 8,450 | $765.6K | 0.18% | −1,696−16.7% | Reduced |
| Probity Advisors, Inc. | 8,612 | $780.2K | 0.18% | −123−1.4% | Reduced |
| Segall Bryant & Hamill, LLC | 8,672 | $785.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,716 | $790.0K | 0.00% | −477−5.2% | Reduced |
| Mercer Global Advisors Inc | 8,816 | $799.0K | 0.00% | −689−7.2% | Reduced |
| State Street Corp | 8,912 | $807.4K | 0.00% | −1,236−12.2% | Reduced |
| Tacita Capital Inc | 8,915 | $808.0K | 0.61% | −620−6.5% | Reduced |
| Berger Financial Group, Inc | 8,947 | $810.6K | 0.11% | −300−3.2% | Reduced |
| Crescent Grove Advisors, LLC | 8,963 | $812.0K | 0.08% | −48−0.5% | Reduced |
| Mairs & Power Inc | 9,000 | $815.4K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 9,271 | $839.9K | 0.00% | −12−0.1% | Reduced |
| Capital World Investors | 9,398 | $851.4K | 0.00% | +99+1.1% | Added |
| Advisor Partners II, LLC | 9,812 | $888.9K | 0.06% | +1,072+12.3% | Added |
| Financial Counselors Inc | 9,840 | $892.0K | 0.02% | −775−7.3% | Reduced |
| FORA Capital, LLC | 9,858 | $893.1K | 0.14% | +217+2.3% | Added |
| David Loasby | 9,338 | $896.7K | 0.12% | +3,076+49.1% | Added |
| Pinnacle Associates Ltd | 10,100 | $915.1K | 0.02% | +2,100+26.3% | Added |
| Smithfield Trust Co | 10,268 | $929.0K | 0.06% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,335 | $936.4K | 0.06% | −197−1.9% | Reduced |
| Rodgers Brothers Inc. | 10,375 | $940.0K | 0.19% | −7,750−42.8% | Reduced |
| Pegasus Partners Ltd. | 10,405 | $942.7K | 0.16% | −1,018−8.9% | Reduced |
| Fifth Third Bancorp | 10,545 | $955.4K | 0.00% | −2,127−16.8% | Reduced |
| Cetera Advisor Networks LLC | 11,130 | $1.01M | 0.01% | +15+0.1% | Added |
| Rockefeller Capital Management L.P. | 11,198 | $1.01M | 0.01% | −2,074−15.6% | Reduced |
| Gamco Investors, Inc. Et Al | 11,238 | $1.02M | 0.01% | +11,238 | New |
| Northwestern Mutual Wealth Management Co | 11,452 | $1.04M | 0.00% | −430−3.6% | Reduced |
| Yousif Capital Management, LLC | 11,487 | $1.04M | 0.01% | 00.0% | Unchanged |
| First American Bank | 11,520 | $1.04M | 0.10% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 12,045 | $1.09M | 1.37% | −699−5.5% | Reduced |
| Texas Yale Capital Corp. | 12,473 | $1.13M | 0.06% | +425+3.5% | Added |
| Comerica Bank | 11,552 | $1.14M | 0.01% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 12,984 | $1.15M | 0.72% | −34−0.3% | Reduced |
| Cigna Investments Inc | 12,855 | $1.16M | 0.24% | 00.0% | Unchanged |
| Umb Bank N A | 13,096 | $1.19M | 0.02% | +2,212+20.3% | Added |
| Truist Financial Corp | 13,226 | $1.20M | 0.00% | +918+7.5% | Added |
| Unigestion Holding SA | 13,363 | $1.22M | 0.06% | −104−0.8% | Reduced |
| CenterBook Partners LP | 13,977 | $1.27M | 0.21% | +2,420+20.9% | Added |
| Curbstone Financial Management Corp | 14,334 | $1.30M | 0.32% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 14,482 | $1.31M | 0.03% | +555+4.0% | Added |
| Naples Global Advisors, LLC | 14,572 | $1.32M | 0.17% | −590−3.9% | Reduced |
| Mainstay Capital Management LLC | 15,670 | $1.42M | 0.32% | +740+5.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,700 | $1.42M | 0.01% | −393,400−96.2% | Reduced |
| Janney Montgomery Scott LLC | 15,869 | $1.44M | 0.01% | +600+3.9% | Added |
| Creative Planning | 16,207 | $1.47M | 0.00% | −523−3.1% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.50M | 0.17% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 16,864 | $1.53M | 0.17% | −769−4.4% | Reduced |
| Wetherby Asset Management Inc | 17,722 | $1.61M | 0.10% | −799−4.3% | Reduced |
| Duality Advisers, LP | 17,864 | $1.62M | 0.18% | +12,174+214.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,909 | $1.62M | 0.00% | −8,221−31.5% | Reduced |