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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (USA) Corp | 3,688 | $334.1K | 0.05% | −1,758−32.3% | Reduced |
| Doliver Advisors, LP | 3,654 | $331.1K | 0.11% | +3,654 | New |
| Brighton Jones LLC | 3,613 | $327.3K | 0.02% | +243+7.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 3,576 | $324.0K | 0.01% | +3,576 | New |
| Evergreen Capital Management LLC | 3,573 | $323.7K | 0.02% | +406+12.8% | Added |
| Intrua Financial, LLC | 3,284 | $320.4K | 0.07% | +751+29.6% | Added |
| Puzo Michael J | 3,500 | $317.1K | 0.11% | 00.0% | Unchanged |
| Cutler Group LP | 3,504 | $317.0K | 0.04% | +1,287+58.1% | Added |
| Pathstone Family Office, LLC | 5,442 | $312.3K | 0.01% | +1,974+56.9% | Added |
| Cetera Investment Advisers | 3,352 | $303.6K | 0.00% | −119−3.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,326 | $301.3K | 0.08% | +2+0.1% | Added |
| Cozad Asset Management Inc | 3,317 | $300.5K | 0.04% | −28−0.8% | Reduced |
| Ameritas Advisory Services, LLC | 3,306 | $299.6K | 0.01% | +635+23.8% | Added |
| Stratos Wealth Partners, LTD. | 3,290 | $298.1K | 0.01% | −10,876−76.8% | Reduced |
| Schechter Investment Advisors, LLC | 3,272 | $296.5K | 0.03% | +320+10.8% | Added |
| KLCM Advisors, Inc. | 3,236 | $293.2K | 0.06% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,234 | $293.0K | 0.01% | +209+6.9% | Added |
| Sequoia Financial Advisors, LLC | 3,188 | $288.8K | 0.01% | +3,188 | New |
| Oarsman Capital, Inc. | 3,179 | $288.0K | 0.15% | +666+26.5% | Added |
| Tudor Investment Corp Et Al | 3,130 | $284.0K | 0.01% | +3,130 | New |
| Cubist Systematic Strategies, LLC | 3,107 | $281.5K | 0.00% | −7,697−71.2% | Reduced |
| Annex Advisory Services, LLC | 3,102 | $281.0K | 0.02% | −720−18.8% | Reduced |
| Americana Partners, LLC | 3,100 | $280.9K | 0.05% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,082 | $279.0K | 0.05% | −145−4.5% | Reduced |
| Brown Brothers Harriman & Co | 3,079 | $279.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 3,007 | $271.2K | 0.18% | +2,114+236.7% | Added |
| Harbour Capital Advisors, LLC | 2,930 | $266.7K | 0.09% | +2,930 | New |
| Aft, Forsyth & Company, Inc. | 2,936 | $266.0K | 0.23% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,930 | $265.5K | 0.02% | −235−7.4% | Reduced |
| Enterprise Bank & Trust Co | 2,920 | $264.6K | 0.13% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,905 | $263.2K | 0.04% | −175−5.7% | Reduced |
| Magnus Financial Group LLC | 2,865 | $259.6K | 0.04% | −4−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,823 | $255.8K | 0.03% | −538−16.0% | Reduced |
| Principal Street Partners, LLC | 2,799 | $253.6K | 0.06% | +2,799 | New |
| Patten & Patten Inc | 2,783 | $252.0K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,758 | $249.9K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,756 | $249.5K | 0.02% | −2,940−51.6% | Reduced |
| Innovis Asset Management LLC | 2,732 | $247.5K | 0.11% | +2,732 | New |
| Jump Financial, LLC | 2,729 | $247.2K | 0.01% | +2,729 | New |
| Advisory Services Network, LLC | 2,722 | $246.6K | 0.01% | −710−20.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,697 | $244.3K | 0.12% | +2,697 | New |
| 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 |
| Integrated Wealth Concepts LLC | 2,648 | $240.0K | 0.01% | −609−18.7% | Reduced |
| Ellenbecker Investment Group | 2,637 | $238.0K | 0.07% | +14+0.5% | Added |
| Algert Global LLC | 2,598 | $235.5K | 0.01% | +2,598 | New |
| Park National Corp | 2,585 | $234.2K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,584 | $234.1K | 0.03% | −1,345−34.2% | Reduced |
| Ballentine Partners, LLC | 2,583 | $234.0K | 0.01% | −584−18.4% | Reduced |
| Captrust Financial Advisors | 2,582 | $233.9K | 0.00% | −588−18.5% | Reduced |
| North Star Investment Management Corp. | 2,549 | $231.0K | 0.02% | −55−2.1% | Reduced |
| Parallel Advisors, LLC | 2,505 | $227.0K | 0.01% | −450−15.2% | Reduced |
| CVA Family Office, LLC | 2,500 | $226.5K | 0.05% | +2,500 | New |
| Townsend & Associates, Inc | 2,225 | $225.9K | 0.11% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,461 | $223.0K | 0.01% | +2,461 | New |
| Knights of Columbus Asset Advisors LLC | 2,417 | $219.0K | 0.02% | −189−7.3% | Reduced |
| Westwood Holdings Group Inc. | 2,336 | $212.0K | 0.00% | +2,336 | New |
| Landaas & Co | 2,326 | $211.0K | 0.12% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,272 | $205.8K | 0.00% | −874−27.8% | Reduced |
| Avantax Advisory Services, Inc. | 2,263 | $205.0K | 0.00% | −330−12.7% | Reduced |
| Glenmede Trust Co NA | 2,240 | $202.9K | 0.00% | −2,405−51.8% | Reduced |
| United Capital Financial Advisers, LLC | 2,229 | $201.9K | 0.00% | −215−8.8% | Reduced |
| REDW Wealth LLC | 2,220 | $201.1K | 0.07% | +2,220 | New |
| Single Point Partners, LLC | 2,216 | $201.0K | 0.05% | +2,216 | New |
| Diversified Trust Co | 2,213 | $200.0K | 0.01% | +2,213 | New |
| Investors Research Corp | 2,157 | $195.4K | 0.05% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,119 | $192.0K | 0.08% | +2,119 | New |
| Lindbrook Capital, LLC | 2,075 | $188.0K | 0.02% | −282−12.0% | Reduced |
| Quadrant Capital Group LLC | 1,999 | $181.1K | 0.02% | −405−16.8% | Reduced |
| Bogart Wealth, LLC | 1,881 | $170.4K | 0.01% | −722−27.7% | Reduced |
| Huntington National Bank | 1,795 | $162.6K | 0.00% | +275+18.1% | Added |
| Operose Advisors LLC | 1,759 | $159.4K | 0.09% | −328−15.7% | Reduced |
| Caldwell Trust Co | 1,500 | $135.9K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,460 | $132.3K | 0.00% | −196−11.8% | Reduced |
| BDO Wealth Advisors, LLC | 1,431 | $129.6K | 0.02% | −679−32.2% | Reduced |
| Bessemer Group Inc | 1,400 | $127.0K | 0.00% | −267−16.0% | Reduced |
| 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 |
| Allworth Financial LP | 1,361 | $123.3K | 0.00% | +61+4.7% | Added |
| Tobam | 1,355 | $123.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $120.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,330 | $120.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,233 | $111.7K | 0.00% | −3,492−73.9% | Reduced |
| Trust Co of Vermont | 1,220 | $110.5K | 0.01% | −35−2.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,162 | $105.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,060 | $103.1K | 0.03% | −11−1.0% | Reduced |
| Central Trust Co | 1,030 | $93.3K | 0.00% | −95−8.4% | Reduced |
| Tompkins Financial Corp | 1,000 | $91.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $90.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $90.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $90.6K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $89.0K | 0.05% | +730+292.0% | Added |
| Blue Bell Private Wealth Management, LLC | 960 | $87.0K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 953 | $86.3K | 0.02% | −3−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 818 | $74.1K | 0.01% | −2−0.2% | Reduced |
| Bray Capital Advisors | 800 | $72.5K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $68.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 628 | $56.9K | 0.02% | −466−42.6% | Reduced |
| Compass Wealth Management LLC | 600 | $54.4K | 0.02% | +600 | New |
| Princeton Global Asset Management LLC | 600 | $54.0K | 0.02% | 00.0% | Unchanged |