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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 748 | $51.3K | 0.00% | +748 | New |
| Duncker Streett & Co Inc | 526 | $47.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 526 | $46.0K | 0.00% | +10+1.9% | Added |
| Grove Bank & Trust | 510 | $46.0K | 0.01% | +510 | New |
| CWM, LLC | 492 | $45.0K | 0.00% | +49+11.1% | Added |
| Capital Analysts, LLC | 444 | $40.0K | 0.00% | +2+0.5% | Added |
| Ravenstone Capital Management Inc. | 440 | $39.9K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 439 | $39.8K | 0.00% | +339+339.0% | Added |
| Glassman Wealth Services | 417 | $37.8K | 0.01% | +84+25.2% | Added |
| Private Trust Co NA | 350 | $32.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $32.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 340 | $31.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 317 | $28.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 315 | $28.5K | 0.00% | +315 | New |
| Banque Cantonale Vaudoise | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 291 | $26.4K | 0.00% | −13−4.3% | Reduced |
| Johnson Midwest Financial, LLC | 286 | $26.0K | 0.10% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 282 | $25.5K | 0.01% | −121−30.0% | Reduced |
| Financial Management Professionals, Inc. | 261 | $24.0K | 0.00% | −12−4.4% | Reduced |
| Daiwa Securities Group Inc. | 250 | $23.0K | 0.00% | −90−26.5% | Reduced |
| WFA of San Diego, LLC | 250 | $22.6K | 0.02% | +250 | New |
| Citadel Advisors LLC | 245 | $22.2K | 0.00% | −4,102−94.4% | Reduced |
| Proequities, Inc. | 240 | $21.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 224 | $20.0K | 0.01% | −1,264−84.9% | Reduced |
| Financial Avengers, Inc. | 213 | $19.3K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 211 | $19.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 212 | $19.0K | 0.00% | +45+26.9% | Added |
| Money Concepts Capital Corp | 200 | $18.1K | 0.00% | −75−27.3% | Reduced |
| WFA Asset Management Corp | 181 | $16.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 170 | $15.4K | 0.00% | +32+23.2% | Added |
| GHP Investment Advisors, Inc. | 161 | $14.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $14.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 159 | $14.4K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 155 | $14.0K | 0.00% | +155 | New |
| Northwest Investment Counselors, LLC | 150 | $13.6K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $13.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 128,000 | $11.6K | 0.00% | −1,895−1.5% | Reduced |
| Tradewinds Capital Management, LLC | 125 | $11.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $11.0K | 0.01% | +117 | New |
| MCF Advisors LLC | 110 | $9.97K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $9.94K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $9.88K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 100 | $9.51K | 0.00% | +100 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.06K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $9.06K | 0.00% | +37+58.7% | Added |
| Clear Street Markets LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 97 | $8.79K | 0.00% | −43−30.7% | Reduced |
| Schubert & Co | 93 | $8.43K | 0.01% | −14−13.1% | Reduced |
| MBM Wealth Consultants, LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 1,750 | $6.98K | 0.01% | +1,750 | New |
| IAG Wealth Partners, LLC | 67 | $6.07K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $6.00K | 0.00% | −79−44.1% | Reduced |
| Bell Investment Advisors, Inc | 65 | $5.89K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 60 | $5.44K | 0.00% | +60 | New |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $5.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 53 | $4.77K | 0.00% | +1+1.9% | Added |
| Mascoma Wealth Management LLC | 50 | $4.53K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 43 | $3.92K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $3.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.62K | 0.00% | +40 | New |
| Acadian Asset Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $3.00K | 0.00% | +36 | New |
| Sugarloaf Wealth Management, LLC | 33 | $2.99K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $2.90K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.54K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 26 | $2.36K | 0.00% | +26 | New |
| Sandy Spring Bank | 23 | $2.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.09K | 0.00% | −600−98.0% | Reduced |
| CoreCap Advisors, LLC | 12 | $1.09K | 0.00% | +12 | New |
| Grey Fox Wealth Advisors, LLC | 12 | $1.09K | 0.00% | +12 | New |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $91 | 0.00% | −2,294−100.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −63,781−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −25,526−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −32,600−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −26,802−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −20,362−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,574−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −12,189−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −10,131−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,175−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,128−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,943−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −4,960−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| Carret Asset Management, LLC | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| Wendell David Associates Inc | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,196−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −916−100.0% | Sold out |