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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 11,452 | $1.04M | 0.00% | −430−3.6% | Reduced |
| Gamco Investors, Inc. Et Al | 11,238 | $1.02M | 0.01% | +11,238 | New |
| Rockefeller Capital Management L.P. | 11,198 | $1.01M | 0.01% | −2,074−15.6% | Reduced |
| Cetera Advisor Networks LLC | 11,130 | $1.01M | 0.01% | +15+0.1% | Added |
| Fifth Third Bancorp | 10,545 | $955.4K | 0.00% | −2,127−16.8% | Reduced |
| Pegasus Partners Ltd. | 10,405 | $942.7K | 0.16% | −1,018−8.9% | Reduced |
| Rodgers Brothers Inc. | 10,375 | $940.0K | 0.19% | −7,750−42.8% | Reduced |
| North Star Asset Management Inc | 10,335 | $936.4K | 0.06% | −197−1.9% | Reduced |
| Smithfield Trust Co | 10,268 | $929.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,100 | $915.1K | 0.02% | +2,100+26.3% | Added |
| David Loasby | 9,338 | $896.7K | 0.12% | +3,076+49.1% | Added |
| FORA Capital, LLC | 9,858 | $893.1K | 0.14% | +217+2.3% | Added |
| Financial Counselors Inc | 9,840 | $892.0K | 0.02% | −775−7.3% | Reduced |
| Advisor Partners II, LLC | 9,812 | $888.9K | 0.06% | +1,072+12.3% | Added |
| Capital World Investors | 9,398 | $851.4K | 0.00% | +99+1.1% | Added |
| Blair William & Co | 9,271 | $839.9K | 0.00% | −12−0.1% | Reduced |
| Mairs & Power Inc | 9,000 | $815.4K | 0.01% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 8,963 | $812.0K | 0.08% | −48−0.5% | Reduced |
| Berger Financial Group, Inc | 8,947 | $810.6K | 0.11% | −300−3.2% | Reduced |
| Tacita Capital Inc | 8,915 | $808.0K | 0.61% | −620−6.5% | Reduced |
| State Street Corp | 8,912 | $807.4K | 0.00% | −1,236−12.2% | Reduced |
| Mercer Global Advisors Inc | 8,816 | $799.0K | 0.00% | −689−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,716 | $790.0K | 0.00% | −477−5.2% | Reduced |
| Segall Bryant & Hamill, LLC | 8,672 | $785.0K | 0.01% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 8,612 | $780.2K | 0.18% | −123−1.4% | Reduced |
| ICA Group Wealth Management, LLC | 8,450 | $765.6K | 0.18% | −1,696−16.7% | Reduced |
| CI Private Wealth, LLC | 8,427 | $763.5K | 0.00% | +8,427 | New |
| Ipswich Investment Management Co., Inc. | 8,304 | $752.3K | 0.22% | 00.0% | Unchanged |
| Twin Tree Management, LP | 8,294 | $751.4K | 0.02% | −8,384−50.3% | Reduced |
| AE Wealth Management LLC | 8,270 | $749.3K | 0.01% | −129−1.5% | Reduced |
| Baldwin Brothers Inc | 8,000 | $724.8K | 0.07% | −3,600−31.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,712 | $698.7K | 0.00% | +587+8.2% | Added |
| Veriti Management LLC | 7,664 | $694.3K | 0.09% | −404−5.0% | Reduced |
| Baskin Financial Services Inc. | 7,561 | $684.0K | 0.08% | +873+13.1% | Added |
| Kestra Advisory Services, LLC | 7,495 | $679.0K | 0.01% | −2,402−24.3% | Reduced |
| Signaturefd, LLC | 7,482 | $677.9K | 0.02% | +949+14.5% | Added |
| STRS Ohio | 7,100 | $642.0K | 0.00% | −109,500−93.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,162 | $633.2K | 0.05% | +2,385+85.9% | Added |
| Forum Financial Management, LP | 6,831 | $618.9K | 0.02% | +30.0% | Added |
| Ti-Trust, Inc | 6,692 | $606.3K | 0.58% | 00.0% | Unchanged |
| Nwam LLC | 6,523 | $591.0K | 0.05% | +29+0.4% | Added |
| Prudential PLC | 6,344 | $574.7K | 0.01% | +6,344 | New |
| Busey Wealth Management | 6,272 | $568.2K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,263 | $567.0K | 0.08% | −150−2.3% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,219 | $563.4K | 0.17% | +36+0.6% | Added |
| Vaughan & Co Securities, Inc. | 6,198 | $561.5K | 0.45% | −171−2.7% | Reduced |
| Gulf International Bank (UK) Ltd | 6,173 | $558.0K | 0.01% | +100+1.6% | Added |
| Oppenheimer & Co Inc | 6,047 | $547.9K | 0.01% | −985−14.0% | Reduced |
| Johnson Financial Group, Inc. | 5,972 | $541.1K | 0.04% | 00.0% | Unchanged |
| Quilter Plc | 5,922 | $536.5K | 0.02% | −650−9.9% | Reduced |
| Horizon Investments, LLC | 5,942 | $533.0K | 0.02% | +5,942 | New |
| JustInvest LLC | 5,796 | $525.1K | 0.02% | −1,564−21.3% | Reduced |
| Vident Investment Advisory, LLC | 5,748 | $520.4K | 0.02% | −3,394−37.1% | Reduced |
| International Assets Investment Management, LLC | 505,077 | $508.9K | 0.05% | +505,077 | New |
| Brinker Capital Investments, LLC | 5,586 | $506.1K | 0.01% | +165+3.0% | Added |
| D.A. Davidson & Co. | 5,527 | $503.9K | 0.01% | −38−0.7% | Reduced |
| Cresset Asset Management, LLC | 5,559 | $503.7K | 0.01% | −378−6.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,522 | $500.3K | 0.05% | −138−2.4% | Reduced |
| Harbour Investments, Inc. | 5,507 | $498.9K | 0.03% | +912+19.8% | Added |
| Tradewinds, LLC. | 14,625 | $484.4K | 0.51% | +14,625 | New |
| Burney Co | 5,273 | $477.7K | 0.02% | −534−9.2% | Reduced |
| Patten Group, Inc. | 5,189 | $470.1K | 0.15% | −10−0.2% | Reduced |
| Virtu Financial LLC | 5,192 | $470.0K | 0.06% | +5,192 | New |
| BNP Paribas Arbitrage, SA | 5,094 | $461.5K | 0.00% | −11,700−69.7% | Reduced |
| Pacer Advisors, Inc. | 5,058 | $458.3K | 0.00% | +5,058 | New |
| Polar Asset Management Partners Inc. | 5,000 | $452.4K | 0.01% | +5,000 | New |
| Zacks Investment Management | 4,988 | $451.9K | 0.01% | −25−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,902 | $444.0K | 0.02% | +4,492+1,095.6% | Added |
| Royal London Asset Management Ltd | 4,898 | $443.8K | 0.00% | +4,898 | New |
| Avalon Investment & Advisory | 4,877 | $442.0K | 0.01% | +4,877 | New |
| Archford Capital Strategies, LLC | 4,830 | $437.6K | 0.10% | +892+22.7% | Added |
| Unio Capital LLC | 4,830 | $437.6K | 0.24% | +190+4.1% | Added |
| Prudential Financial Inc | 4,770 | $432.2K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,755 | $431.0K | 0.01% | +4,755 | New |
| Old National Bancorp | 4,685 | $424.0K | 0.01% | −285−5.7% | Reduced |
| Ibex Wealth Advisors | 4,663 | $422.0K | 0.10% | +1,480+46.5% | Added |
| Vise Technologies, Inc. | 4,642 | $420.6K | 0.13% | −219−4.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,599 | $418.0K | 0.01% | +750+19.5% | Added |
| David R. Rahn & Associates Inc. | 4,600 | $416.8K | 0.21% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $407.5K | 0.10% | 00.0% | Unchanged |
| Credit Agricole S A | 4,480 | $405.9K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 3,972 | $403.1K | 0.09% | −333−7.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,415 | $400.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,378 | $396.0K | 0.04% | +1,798+69.7% | Added |
| Gradient Investments LLC | 4,357 | $394.8K | 0.01% | −144−3.2% | Reduced |
| Biltmore Family Office, LLC | 4,280 | $387.8K | 0.08% | +4,280 | New |
| Great Valley Advisor Group, Inc. | 4,264 | $386.4K | 0.02% | +538+14.4% | Added |
| First Republic Investment Management, Inc. | 4,098 | $371.3K | 0.00% | +1,159+39.4% | Added |
| Dixon Mitchell Investment Counsel Inc. | 4,089 | $370.5K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,051 | $367.0K | 0.02% | +4,051 | New |
| Johnson Investment Counsel Inc | 4,048 | $366.7K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 4,039 | $365.9K | 0.00% | −100−2.4% | 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 |
| Essex Financial Services, Inc. | 3,984 | $360.0K | 0.04% | −691−14.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 3,956 | $358.0K | 0.02% | −23−0.6% | Reduced |
| Assetmark, Inc | 3,724 | $337.4K | 0.00% | −36−1.0% | Reduced |
| Five Oceans Advisors | 3,723 | $337.3K | 0.23% | −10.0% | Reduced |
| Silverlake Wealth Management LLC | 3,705 | $335.6K | 0.21% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,700 | $335.2K | 0.02% | −190−4.9% | Reduced |