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, Q1 2023
Institutional positions in Bank of Montreal as of Mar 31, 2023. 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
- 471
- +2 vs. Q4 2022
- Shares held
- 323.9M
- +1.60M (+0.5%) vs. Q4 2022
- Total value
- $28.9B
- −$305.0M (−1.0%) vs. Q4 2022
- New holders
- 47
- 150 more added
- Sold out
- 45
- 154 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | −99−99.0% | Reduced |
| Sofos Investments, Inc. | 89 | $33 | 0.00% | +89 | New |
| Natixis | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $2.05K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 26 | $2.32K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $2.58K | 0.00% | −36−55.4% | Reduced |
| EverSource Wealth Advisors, LLC | 31 | $2.76K | 0.00% | −69−69.0% | Reduced |
| Western Pacific Wealth Management, LP | 32 | $2.85K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $2.93K | 0.00% | −50−50.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 33 | $2.94K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 38 | $3.00K | 0.00% | +2+5.6% | Added |
| Motco | 40 | $3.56K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.56K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 42 | $3.74K | 0.00% | −51−54.8% | Reduced |
| Financial Perspectives, Inc | 44 | $3.89K | 0.00% | +1+2.3% | Added |
| Mascoma Wealth Management LLC | 50 | $4.51K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 53 | $4.74K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 60 | $5.35K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 60 | $5.35K | 0.00% | +60 | New |
| IAG Wealth Partners, LLC | 67 | $5.97K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 73 | $6.50K | 0.00% | +73 | New |
| Earnest Partners LLC | 81 | $7.22K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.91K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $8.91K | 0.01% | +100 | New |
| City State Bank | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 103 | $9.18K | 0.00% | +6+6.2% | Added |
| Oakworth Capital, Inc. | 109 | $9.71K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $9.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $10.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $10.7K | 0.00% | +120 | New |
| Tradewinds Capital Management, LLC | 125 | $11.1K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 145 | $12.9K | 0.01% | +145 | New |
| Financial Management Professionals, Inc. | 141 | $13.0K | 0.00% | −120−46.0% | Reduced |
| Northwest Investment Counselors, LLC | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $14.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $14.3K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 181 | $16.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 181 | $16.1K | 0.00% | +11+6.5% | Added |
| GWM Advisors LLC | 183 | $16.3K | 0.00% | −565−75.5% | Reduced |
| Global Retirement Partners, LLC | 190 | $16.5K | 0.00% | −101−34.7% | Reduced |
| Bokf, NA | 188 | $16.8K | 0.00% | +188 | New |
| Financial Avengers, Inc. | 213 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 224 | $20.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 234 | $20.9K | 0.00% | +22+10.4% | Added |
| Proequities, Inc. | 240 | $21.4K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 264 | $23.5K | 0.01% | −18−6.4% | Reduced |
| Johnson Midwest Financial, LLC | 286 | $25.5K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 306 | $27.3K | 0.00% | −11−3.5% | Reduced |
| Tower Research Capital LLC (TRC) | 309 | $28.0K | 0.00% | −4,593−93.7% | Reduced |
| Belpointe Asset Management LLC | 315 | $28.1K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 340 | $30.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $31.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 350 | $31.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 390 | $35.0K | 0.00% | −136−25.9% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $35.6K | 0.01% | +400 | New |
| Glassman Wealth Services | 432 | $38.5K | 0.01% | +15+3.6% | Added |
| CWM, LLC | 439 | $39.0K | 0.00% | −53−10.8% | Reduced |
| Stonebridge Capital Advisors LLC | 439 | $39.1K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 440 | $39.2K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 447 | $40.0K | 0.00% | +3+0.7% | Added |
| Grove Bank & Trust | 510 | $45.4K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 600 | $53.5K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $53.5K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 627 | $55.9K | 0.00% | +627 | New |
| Caldwell Sutter Capital, Inc. | 684 | $61.0K | 0.04% | +684 | New |
| BDO Wealth Advisors, LLC | 752 | $67.0K | 0.01% | −679−47.4% | Reduced |
| Cowen Prime Advisors LLC | 753 | $68.0K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $71.3K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 818 | $72.9K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 870 | $77.6K | 0.05% | +870 | New |
| Blue Bell Private Wealth Management, LLC | 960 | $85.5K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $87.3K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 990 | $88.2K | 0.00% | −1,732−63.6% | Reduced |
| JJJ Advisors Inc. | 977 | $88.9K | 0.03% | −83−7.8% | Reduced |
| Tompkins Financial Corp | 1,000 | $89.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $89.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $89.1K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $89.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,030 | $91.8K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 1,144 | $101.9K | 0.01% | +1,144 | New |
| State of Wyoming | 1,164 | $103.7K | 0.03% | +1,164 | New |
| Milestone Investment Advisors LLC | 1,203 | $107.2K | 0.03% | +1,203 | New |
| Whittier Trust Co | 1,235 | $110.0K | 0.00% | +2+0.2% | Added |
| ING Groep NV | 1,250 | $111.4K | 0.00% | +1,250 | New |
| Bartlett & Co. Wealth Management LLC | 1,330 | $118.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,330 | $119.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,355 | $120.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,377 | $122.7K | 0.00% | +16+1.2% | Added |