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 |
|---|---|---|---|---|---|
| AXA S.A. | 100,410 | $9.10M | 0.03% | −71,920−41.7% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $8.70M | 1.01% | 00.0% | Unchanged |
| USS Investment Management Ltd | 94,193 | $8.53M | 0.12% | +6,000+6.8% | Added |
| Candriam Luxembourg S.C.A. | 92,712 | $8.39M | 0.06% | −90,317−49.3% | Reduced |
| Federated Hermes, Inc. | 91,581 | $8.30M | 0.02% | −5,492−5.7% | Reduced |
| APG Asset Management N.V. | 67,195 | $8.24M | 0.02% | +41,020+156.7% | Added |
| American Century Companies Inc | 90,165 | $8.17M | 0.01% | −533,076−85.5% | Reduced |
| Jane Street Group, LLC | 88,788 | $8.04M | 0.02% | +64,601+267.1% | Added |
| DSM Capital Partners LLC | 88,127 | $7.98M | 0.13% | −8,416−8.7% | Reduced |
| Investment Management Corp of Ontario | 85,484 | $7.74M | 0.38% | +85,484 | New |
| Wellington Management Group LLP | 81,461 | $7.37M | 0.00% | −19,026−18.9% | Reduced |
| PCJ Investment Counsel Ltd. | 81,101 | $7.35M | 3.19% | −56,560−41.1% | Reduced |
| Millennium Management LLC | 78,764 | $7.14M | 0.01% | −60,413−43.4% | Reduced |
| Barclays PLC | 78,715 | $7.13M | 0.01% | +23,216+41.8% | Added |
| ClariVest Asset Management LLC | 78,494 | $7.11M | 0.34% | −1,220−1.5% | Reduced |
| Northwest & Ethical Investments L.P. | 77,854 | $7.05M | 0.24% | +2,787+3.7% | Added |
| Ameriprise Financial Inc | 70,613 | $6.80M | 0.00% | +20,617+41.2% | Added |
| HighTower Advisors, LLC | 70,690 | $6.45M | 0.01% | +2,744+4.0% | Added |
| Raymond James & Associates | 70,767 | $6.41M | 0.01% | −1,687−2.3% | Reduced |
| Marathon Capital Management | 67,535 | $6.12M | 1.69% | +58,345+634.9% | Added |
| Susquehanna Fundamental Investments, LLC | 62,547 | $5.67M | 0.10% | −10,300−14.1% | Reduced |
| LPL Financial LLC | 58,736 | $5.32M | 0.00% | +1,370+2.4% | Added |
| Alliancebernstein L.P. | 57,639 | $5.22M | 0.00% | +127+0.2% | Added |
| Romano Brothers and Company | 57,269 | $5.19M | 0.79% | +160+0.3% | Added |
| M&T Bank Corp | 57,005 | $5.17M | 0.02% | +293+0.5% | Added |
| Dana Investment Advisors, Inc. | 56,553 | $5.12M | 0.27% | +795+1.4% | Added |
| SIG North Trading, ULC | 55,821 | $5.05M | 2.61% | −72,868−56.6% | Reduced |
| Stifel Financial Corp | 54,615 | $4.95M | 0.01% | +1,565+3.0% | Added |
| JCIC Asset Management Inc. | 53,818 | $4.87M | 2.42% | −2,580−4.6% | Reduced |
| Crossmark Global Holdings, Inc. | 50,244 | $4.55M | 0.11% | −3,127−5.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 35,423 | $4.34M | 0.19% | +3,455+10.8% | Added |
| Ossiam | 47,411 | $4.29M | 0.11% | +10,480+28.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 45,714 | $4.14M | 0.22% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 47,722 | $4.05M | 0.14% | −32,514−40.5% | Reduced |
| Monaco Asset Management SAM | 44,700 | $4.05M | 1.44% | +44,700 | New |
| Thornburg Investment Management Inc | 44,431 | $4.02M | 0.07% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 43,204 | $3.91M | 1.68% | +841+2.0% | Added |
| Azimuth Capital Investment Management LLC | 40,680 | $3.69M | 0.19% | −912−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 38,564 | $3.49M | 0.01% | +11,911+44.7% | Added |
| K.J. Harrison & Partners Inc | 27,293 | $3.35M | 0.65% | +1,187+4.5% | Added |
| Metis Global Partners, LLC | 36,920 | $3.34M | 0.30% | +15,427+71.8% | Added |
| Assenagon Asset Management S.A. | 36,806 | $3.33M | 0.01% | −708−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 34,329 | $3.31M | 0.01% | +2,900+9.2% | Added |
| D. E. Shaw & Co., Inc. | 36,064 | $3.27M | 0.01% | −20,038−35.7% | Reduced |
| Brookfield Asset Management Inc. | 35,000 | $3.17M | 0.01% | +35,000 | New |
| Shell Asset Management Co | 34,616 | $3.13M | 0.14% | −6,700−16.2% | Reduced |
| Baird Financial Group, Inc. | 32,884 | $2.98M | 0.01% | +1,921+6.2% | Added |
| Envestnet Asset Management Inc | 32,880 | $2.98M | 0.00% | −220−0.7% | Reduced |
| Westover Capital Advisors, LLC | 32,578 | $2.95M | 1.17% | +30,178+1,257.4% | Added |
| Silver Lake Advisory, LLC | 31,061 | $2.81M | 1.72% | 00.0% | Unchanged |
| Rathbone Brothers plc | 30,973 | $2.80M | 0.03% | −880−2.8% | Reduced |
| La Banque Postale Asset Management SA | 29,175 | $2.64M | 0.08% | +29,175 | New |
| Private Advisor Group, LLC | 31,564 | $2.63M | 0.13% | −123−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 28,863 | $2.62M | 0.01% | −460−1.6% | Reduced |
| WoodTrust Financial Corp | 27,145 | $2.46M | 0.51% | +142+0.5% | Added |
| Natixis Advisors, L.P. | 27,059 | $2.45M | 0.01% | −6,279−18.8% | Reduced |
| MML Investors Services, LLC | 26,982 | $2.44M | 0.02% | +850+3.3% | Added |
| Pearl River Capital, LLC | 26,616 | $2.41M | 0.41% | +26,616 | New |
| Pendal Group Limited | 26,184 | $2.37M | 0.02% | −43,795−62.6% | Reduced |
| Summit Global Investments | 25,524 | $2.31M | 0.20% | −109−0.4% | Reduced |
| Andra AP-fonden | 18,000 | $2.21M | 0.07% | +18,000 | New |
| Ritholtz Wealth Management | 24,132 | $2.19M | 0.12% | +11,377+89.2% | Added |
| Swiss Life Asset Management Ltd | 24,122 | $2.18M | 0.04% | +24,122 | New |
| Resources Management Corp | 23,630 | $2.14M | 0.34% | −1,400−5.6% | Reduced |
| Foster & Motley Inc | 23,077 | $2.09M | 0.18% | −4,142−15.2% | Reduced |
| Capital Fund Management S.A. | 22,265 | $2.02M | 0.04% | +1,077+5.1% | Added |
| US Bancorp | 22,160 | $2.01M | 0.00% | −1,287−5.5% | Reduced |
| Seeyond | 22,000 | $1.99M | 0.19% | +22,000 | New |
| Lincluden Management Ltd | 21,596 | $1.96M | 0.23% | 00.0% | Unchanged |
| Power Corp of Canada | 21,542 | $1.95M | 0.35% | +228+1.1% | Added |
| Principal Financial Group Inc | 20,544 | $1.86M | 0.00% | −500−2.4% | Reduced |
| Guggenheim Capital LLC | 20,361 | $1.84M | 0.02% | −1,337−6.2% | Reduced |
| Van Eck Associates Corp | 19,682 | $1.78M | 0.00% | +721+3.8% | Added |
| Desjardins Global Asset Management Inc. | 19,229 | $1.74M | 0.27% | +19,229 | New |
| Mariner, LLC | 18,494 | $1.68M | 0.01% | −2,209−10.7% | Reduced |
| Associated Banc-Corp | 18,200 | $1.65M | 0.07% | 00.0% | Unchanged |
| Employees Provident Fund Board | 18,200 | $1.65M | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 17,909 | $1.62M | 0.00% | −8,221−31.5% | Reduced |
| Duality Advisers, LP | 17,864 | $1.62M | 0.18% | +12,174+214.0% | Added |
| Wetherby Asset Management Inc | 17,722 | $1.61M | 0.10% | −799−4.3% | Reduced |
| NorthRock Partners, LLC | 16,864 | $1.53M | 0.17% | −769−4.4% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.50M | 0.17% | 00.0% | Unchanged |
| Creative Planning | 16,207 | $1.47M | 0.00% | −523−3.1% | Reduced |
| Janney Montgomery Scott LLC | 15,869 | $1.44M | 0.01% | +600+3.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,700 | $1.42M | 0.01% | −393,400−96.2% | Reduced |
| Mainstay Capital Management LLC | 15,670 | $1.42M | 0.32% | +740+5.0% | Added |
| Naples Global Advisors, LLC | 14,572 | $1.32M | 0.17% | −590−3.9% | Reduced |
| Advisors Asset Management, Inc. | 14,482 | $1.31M | 0.03% | +555+4.0% | Added |
| Curbstone Financial Management Corp | 14,334 | $1.30M | 0.32% | 00.0% | Unchanged |
| CenterBook Partners LP | 13,977 | $1.27M | 0.21% | +2,420+20.9% | Added |
| Unigestion Holding SA | 13,363 | $1.22M | 0.06% | −104−0.8% | Reduced |
| Truist Financial Corp | 13,226 | $1.20M | 0.00% | +918+7.5% | Added |
| Umb Bank N A | 13,096 | $1.19M | 0.02% | +2,212+20.3% | Added |
| Cigna Investments Inc | 12,855 | $1.16M | 0.24% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 12,984 | $1.15M | 0.72% | −34−0.3% | Reduced |
| Comerica Bank | 11,552 | $1.14M | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 12,473 | $1.13M | 0.06% | +425+3.5% | Added |
| Ativo Capital Management LLC | 12,045 | $1.09M | 1.37% | −699−5.5% | Reduced |
| First American Bank | 11,520 | $1.04M | 0.10% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,487 | $1.04M | 0.01% | 00.0% | Unchanged |