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 |
|---|---|---|---|---|---|
| Employees Provident Fund Board | 18,200 | $1.65M | 0.05% | 00.0% | Unchanged |
| Associated Banc-Corp | 18,200 | $1.65M | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 18,494 | $1.68M | 0.01% | −2,209−10.7% | Reduced |
| Desjardins Global Asset Management Inc. | 19,229 | $1.74M | 0.27% | +19,229 | New |
| Van Eck Associates Corp | 19,682 | $1.78M | 0.00% | +721+3.8% | Added |
| Guggenheim Capital LLC | 20,361 | $1.84M | 0.02% | −1,337−6.2% | Reduced |
| Principal Financial Group Inc | 20,544 | $1.86M | 0.00% | −500−2.4% | Reduced |
| Power Corp of Canada | 21,542 | $1.95M | 0.35% | +228+1.1% | Added |
| Lincluden Management Ltd | 21,596 | $1.96M | 0.23% | 00.0% | Unchanged |
| Seeyond | 22,000 | $1.99M | 0.19% | +22,000 | New |
| US Bancorp | 22,160 | $2.01M | 0.00% | −1,287−5.5% | Reduced |
| Capital Fund Management S.A. | 22,265 | $2.02M | 0.04% | +1,077+5.1% | Added |
| Foster & Motley Inc | 23,077 | $2.09M | 0.18% | −4,142−15.2% | Reduced |
| Resources Management Corp | 23,630 | $2.14M | 0.34% | −1,400−5.6% | Reduced |
| Swiss Life Asset Management Ltd | 24,122 | $2.18M | 0.04% | +24,122 | New |
| Ritholtz Wealth Management | 24,132 | $2.19M | 0.12% | +11,377+89.2% | Added |
| Andra AP-fonden | 18,000 | $2.21M | 0.07% | +18,000 | New |
| Summit Global Investments | 25,524 | $2.31M | 0.20% | −109−0.4% | Reduced |
| Pendal Group Limited | 26,184 | $2.37M | 0.02% | −43,795−62.6% | Reduced |
| Pearl River Capital, LLC | 26,616 | $2.41M | 0.41% | +26,616 | New |
| MML Investors Services, LLC | 26,982 | $2.44M | 0.02% | +850+3.3% | Added |
| Natixis Advisors, L.P. | 27,059 | $2.45M | 0.01% | −6,279−18.8% | Reduced |
| WoodTrust Financial Corp | 27,145 | $2.46M | 0.51% | +142+0.5% | Added |
| Advisor Group Holdings, Inc. | 28,863 | $2.62M | 0.01% | −460−1.6% | Reduced |
| Private Advisor Group, LLC | 31,564 | $2.63M | 0.13% | −123−0.4% | Reduced |
| La Banque Postale Asset Management SA | 29,175 | $2.64M | 0.08% | +29,175 | New |
| Rathbone Brothers plc | 30,973 | $2.80M | 0.03% | −880−2.8% | Reduced |
| Silver Lake Advisory, LLC | 31,061 | $2.81M | 1.72% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 32,578 | $2.95M | 1.17% | +30,178+1,257.4% | Added |
| Envestnet Asset Management Inc | 32,880 | $2.98M | 0.00% | −220−0.7% | Reduced |
| Baird Financial Group, Inc. | 32,884 | $2.98M | 0.01% | +1,921+6.2% | Added |
| Shell Asset Management Co | 34,616 | $3.13M | 0.14% | −6,700−16.2% | Reduced |
| Brookfield Asset Management Inc. | 35,000 | $3.17M | 0.01% | +35,000 | New |
| D. E. Shaw & Co., Inc. | 36,064 | $3.27M | 0.01% | −20,038−35.7% | Reduced |
| Ensign Peak Advisors, Inc | 34,329 | $3.31M | 0.01% | +2,900+9.2% | Added |
| Assenagon Asset Management S.A. | 36,806 | $3.33M | 0.01% | −708−1.9% | Reduced |
| Metis Global Partners, LLC | 36,920 | $3.34M | 0.30% | +15,427+71.8% | Added |
| K.J. Harrison & Partners Inc | 27,293 | $3.35M | 0.65% | +1,187+4.5% | Added |
| Commonwealth Equity Services, LLC | 38,564 | $3.49M | 0.01% | +11,911+44.7% | Added |
| Azimuth Capital Investment Management LLC | 40,680 | $3.69M | 0.19% | −912−2.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 43,204 | $3.91M | 1.68% | +841+2.0% | Added |
| Thornburg Investment Management Inc | 44,431 | $4.02M | 0.07% | 00.0% | Unchanged |
| Monaco Asset Management SAM | 44,700 | $4.05M | 1.44% | +44,700 | New |
| Achmea Investment Management B.V. | 47,722 | $4.05M | 0.14% | −32,514−40.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 45,714 | $4.14M | 0.22% | 00.0% | Unchanged |
| Ossiam | 47,411 | $4.29M | 0.11% | +10,480+28.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 35,423 | $4.34M | 0.19% | +3,455+10.8% | Added |
| Crossmark Global Holdings, Inc. | 50,244 | $4.55M | 0.11% | −3,127−5.9% | Reduced |
| JCIC Asset Management Inc. | 53,818 | $4.87M | 2.42% | −2,580−4.6% | Reduced |
| Stifel Financial Corp | 54,615 | $4.95M | 0.01% | +1,565+3.0% | Added |
| SIG North Trading, ULC | 55,821 | $5.05M | 2.61% | −72,868−56.6% | Reduced |
| Dana Investment Advisors, Inc. | 56,553 | $5.12M | 0.27% | +795+1.4% | Added |
| M&T Bank Corp | 57,005 | $5.17M | 0.02% | +293+0.5% | Added |
| Romano Brothers and Company | 57,269 | $5.19M | 0.79% | +160+0.3% | Added |
| Alliancebernstein L.P. | 57,639 | $5.22M | 0.00% | +127+0.2% | Added |
| LPL Financial LLC | 58,736 | $5.32M | 0.00% | +1,370+2.4% | Added |
| Susquehanna Fundamental Investments, LLC | 62,547 | $5.67M | 0.10% | −10,300−14.1% | Reduced |
| Marathon Capital Management | 67,535 | $6.12M | 1.69% | +58,345+634.9% | Added |
| Raymond James & Associates | 70,767 | $6.41M | 0.01% | −1,687−2.3% | Reduced |
| HighTower Advisors, LLC | 70,690 | $6.45M | 0.01% | +2,744+4.0% | Added |
| Ameriprise Financial Inc | 70,613 | $6.80M | 0.00% | +20,617+41.2% | Added |
| Northwest & Ethical Investments L.P. | 77,854 | $7.05M | 0.24% | +2,787+3.7% | Added |
| ClariVest Asset Management LLC | 78,494 | $7.11M | 0.34% | −1,220−1.5% | Reduced |
| Barclays PLC | 78,715 | $7.13M | 0.01% | +23,216+41.8% | Added |
| Millennium Management LLC | 78,764 | $7.14M | 0.01% | −60,413−43.4% | Reduced |
| PCJ Investment Counsel Ltd. | 81,101 | $7.35M | 3.19% | −56,560−41.1% | Reduced |
| Wellington Management Group LLP | 81,461 | $7.37M | 0.00% | −19,026−18.9% | Reduced |
| Investment Management Corp of Ontario | 85,484 | $7.74M | 0.38% | +85,484 | New |
| DSM Capital Partners LLC | 88,127 | $7.98M | 0.13% | −8,416−8.7% | Reduced |
| Jane Street Group, LLC | 88,788 | $8.04M | 0.02% | +64,601+267.1% | Added |
| American Century Companies Inc | 90,165 | $8.17M | 0.01% | −533,076−85.5% | Reduced |
| APG Asset Management N.V. | 67,195 | $8.24M | 0.02% | +41,020+156.7% | Added |
| Federated Hermes, Inc. | 91,581 | $8.30M | 0.02% | −5,492−5.7% | Reduced |
| Candriam Luxembourg S.C.A. | 92,712 | $8.39M | 0.06% | −90,317−49.3% | Reduced |
| USS Investment Management Ltd | 94,193 | $8.53M | 0.12% | +6,000+6.8% | Added |
| American Assets Investment Management, LLC | 96,000 | $8.70M | 1.01% | 00.0% | Unchanged |
| AXA S.A. | 100,410 | $9.10M | 0.03% | −71,920−41.7% | Reduced |
| Wells Fargo & Company | 100,521 | $9.11M | 0.00% | +22,626+29.0% | Added |
| Manitou Investment Management Ltd. | 111,765 | $10.1M | 1.79% | +91,320+446.7% | Added |
| Dorchester Wealth Management Co | 115,388 | $10.3M | 2.45% | −71,343−38.2% | Reduced |
| Citigroup Inc | 127,591 | $11.6M | 0.02% | +19,082+17.6% | Added |
| Barometer Capital Management Inc. | 144,538 | $12.9M | 3.82% | +5,405+3.9% | Added |
| Pinnacle Financial Partners Inc | 144,300 | $13.1M | 0.38% | −1,259−0.9% | Reduced |
| Burgundy Asset Management Ltd. | 150,000 | $13.6M | 0.18% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 154,835 | $14.0M | 0.04% | +23,458+17.9% | Added |
| AMF Pensionsforsakring AB | 155,242 | $14.1M | 0.16% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 162,900 | $14.7M | 0.17% | +6,100+3.9% | Added |
| DekaBank Deutsche Girozentrale | 177,279 | $16.2M | 0.04% | +10,199+6.1% | Added |
| Hillsdale Investment Management Inc. | 179,602 | $16.3M | 1.37% | +4,150+2.4% | Added |
| Teachers Retirement System of the State of Kentucky | 188,360 | $17.1M | 0.18% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 192,845 | $17.5M | 0.09% | +32,769+20.5% | Added |
| UBS Group AG | 193,014 | $17.5M | 0.01% | −4,649−2.4% | Reduced |
| Man Group plc | 198,186 | $17.9M | 0.06% | +7,480+3.9% | Added |
| Cumberland Partners Ltd | 198,131 | $18.0M | 1.89% | −48,643−19.7% | Reduced |
| Neuberger Berman Group LLC | 198,638 | $18.0M | 0.02% | −8,910−4.3% | Reduced |
| Timelo Investment Management Inc. | 200,000 | $18.1M | 17.84% | +200,000 | New |
| Rempart Asset Management Inc. | 202,581 | $18.4M | 4.32% | +300+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 206,083 | $18.7M | 0.30% | +31,208+17.8% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 212,476 | $19.2M | 1.61% | −2,904−1.3% | Reduced |
| Janus Henderson Group PLC | 214,979 | $19.5M | 0.01% | +134,140+165.9% | Added |