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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 1,400 | $124.8K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,400 | $125.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,400 | $125.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,500 | $133.7K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,653 | $147.3K | 0.00% | −142−7.9% | Reduced |
| Bogart Wealth, LLC | 1,669 | $148.7K | 0.01% | −212−11.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,706 | $152.0K | 0.01% | +1,547+973.0% | Added |
| Operose Advisors LLC | 1,759 | $156.7K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,799 | $160.3K | 0.02% | −200−10.0% | Reduced |
| Assetmark, Inc | 1,856 | $165.4K | 0.00% | −1,868−50.2% | Reduced |
| Trifecta Capital Advisors, LLC | 2,119 | $188.8K | 0.07% | 00.0% | Unchanged |
| Investors Research Corp | 2,157 | $192.2K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,184 | $194.6K | 0.02% | +109+5.3% | Added |
| Townsend & Associates, Inc | 2,225 | $200.7K | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 2,255 | $200.9K | 0.00% | −8−0.4% | Reduced |
| Resources Management Corp | 1,076 | $206.0K | 0.04% | −22,554−95.4% | Reduced |
| Glenmede Trust Co NA | 2,314 | $206.2K | 0.00% | +74+3.3% | Added |
| Landaas & Co | 2,326 | $207.0K | 0.10% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,336 | $208.0K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,345 | $209.0K | 0.03% | +2,345 | New |
| First Affirmative Financial Network | 2,392 | $213.1K | 0.25% | +2,392 | New |
| Parallel Advisors, LLC | 2,424 | $216.0K | 0.01% | −81−3.2% | Reduced |
| Independent Advisor Alliance | 2,439 | $217.3K | 0.01% | +2,439 | New |
| Knights of Columbus Asset Advisors LLC | 2,472 | $220.3K | 0.02% | +55+2.3% | Added |
| CVA Family Office, LLC | 2,500 | $222.8K | 0.05% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,520 | $225.2K | 0.01% | −786−23.8% | Reduced |
| Smith, Moore & Co. | 2,538 | $226.2K | 0.03% | −220−8.0% | Reduced |
| North Star Investment Management Corp. | 2,551 | $227.3K | 0.02% | +2+0.1% | Added |
| Checchi Capital Advisers, LLC | 2,583 | $230.2K | 0.02% | −240−8.5% | Reduced |
| Park National Corp | 2,585 | $230.3K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 2,598 | $231.1K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,601 | $231.8K | 0.01% | +18+0.7% | Added |
| Archetype Wealth Partners | 2,672 | $238.0K | 0.05% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 2,675 | $238.4K | 0.01% | −427−13.8% | Reduced |
| First Business Financial Services, Inc. | 2,713 | $241.8K | 0.03% | +37+1.4% | Added |
| Two Sigma Securities, LLC | 2,720 | $242.4K | 0.02% | +2,720 | New |
| Beverly Hills Private Wealth, LLC | 2,740 | $244.2K | 0.08% | +2,740 | New |
| Atlas Capital Advisors LLC | 2,761 | $246.0K | 0.04% | −144−5.0% | Reduced |
| Patten & Patten Inc | 2,783 | $248.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,810 | $250.5K | 0.01% | +2,810 | New |
| Mirabella Financial Services LLP | 2,814 | $250.6K | 0.05% | +58+2.1% | Added |
| Harbour Capital Advisors, LLC | 2,830 | $252.2K | 0.08% | −100−3.4% | Reduced |
| Ibex Wealth Advisors | 2,863 | $255.0K | 0.07% | −1,800−38.6% | Reduced |
| Magnus Financial Group LLC | 2,865 | $255.3K | 0.04% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 2,879 | $256.5K | 0.10% | +147+5.4% | Added |
| Enterprise Bank & Trust Co | 2,920 | $260.2K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,936 | $261.6K | 0.20% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,951 | $263.0K | 0.17% | −772−20.7% | Reduced |
| Valeo Financial Advisors, LLC | 2,959 | $263.7K | 0.01% | +498+20.2% | Added |
| PDS Planning, Inc | 3,002 | $267.5K | 0.04% | +3,002 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $268.1K | 0.07% | −291−8.7% | Reduced |
| Brown Brothers Harriman & Co | 3,079 | $274.4K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,089 | $275.3K | 0.05% | +7+0.2% | Added |
| Americana Partners, LLC | 3,100 | $276.2K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,134 | $279.3K | 0.04% | −183−5.5% | Reduced |
| Swiss Life Asset Management Ltd | 3,173 | $282.4K | 0.00% | −20,949−86.8% | Reduced |
| Oarsman Capital, Inc. | 3,179 | $283.3K | 0.13% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,287 | $288.5K | 0.06% | +3+0.1% | Added |
| Schechter Investment Advisors, LLC | 3,262 | $290.7K | 0.03% | −10−0.3% | Reduced |
| Old National Bancorp | 3,322 | $296.0K | 0.01% | −1,363−29.1% | Reduced |
| Brighton Jones LLC | 3,344 | $298.0K | 0.02% | −269−7.4% | Reduced |
| Pathstone Family Office, LLC | 3,389 | $311.4K | 0.01% | −2,053−37.7% | Reduced |
| Puzo Michael J | 3,500 | $311.9K | 0.10% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,552 | $316.5K | 0.01% | +364+11.4% | Added |
| Doliver Advisors, LP | 3,560 | $317.2K | 0.10% | −94−2.6% | Reduced |
| KLCM Advisors, Inc. | 3,561 | $317.3K | 0.06% | +325+10.0% | Added |
| Ellenbecker Investment Group | 3,622 | $322.0K | 0.09% | +985+37.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,679 | $328.0K | 0.01% | +445+13.8% | Added |
| Cary Street Partner Investment Advisory LLC | 3,700 | $329.7K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 3,716 | $331.1K | 0.08% | −256−6.4% | Reduced |
| Johnson Investment Counsel Inc | 3,748 | $334.0K | 0.00% | −300−7.4% | Reduced |
| Prudential PLC | 3,775 | $336.2K | 0.00% | −2,569−40.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,864 | $344.3K | 0.01% | +2,404+164.7% | Added |
| First Republic Investment Management, Inc. | 3,948 | $351.8K | 0.00% | −150−3.7% | Reduced |
| Essex Financial Services, Inc. | 3,984 | $355.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,989 | $355.5K | 0.02% | −275−6.4% | Reduced |
| Boltwood Capital Management | 4,000 | $356.4K | 0.13% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 4,000 | $356.4K | 0.24% | 00.0% | Unchanged |
| Commerce Bank | 4,050 | $360.9K | 0.00% | +11+0.3% | Added |
| Cetera Investment Advisers | 4,131 | $368.1K | 0.00% | +779+23.2% | Added |
| Silverlake Wealth Management LLC | 4,232 | $377.1K | 0.23% | +527+14.2% | Added |
| Trust Co of Vermont | 4,277 | $381.1K | 0.03% | +3,057+250.6% | Added |
| Biltmore Family Office, LLC | 4,287 | $382.0K | 0.08% | +7+0.2% | Added |
| Evergreen Capital Management LLC | 4,294 | $382.6K | 0.02% | +721+20.2% | Added |
| Perpetual Ltd | 4,294 | $383.8K | 0.00% | +4,294 | New |
| Dixon Mitchell Investment Counsel Inc. | 4,319 | $384.3K | 0.02% | +230+5.6% | Added |
| Toroso Investments, LLC | 4,323 | $385.0K | 0.01% | +4,323 | New |
| Allspring Global Investments Holdings, LLC | 4,415 | $393.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 4,502 | $397.5K | 0.24% | +1,495+49.7% | Added |
| Rowland & Co Investment Counsel | 4,476 | $398.9K | 0.10% | 00.0% | Unchanged |
| Credit Agricole S A | 4,480 | $399.2K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,542 | $403.0K | 0.00% | +4,500+10,714.3% | Added |
| David R. Rahn & Associates Inc. | 4,600 | $409.9K | 0.21% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,619 | $411.6K | 0.00% | −475−9.3% | Reduced |
| Vise Technologies, Inc. | 4,623 | $412.0K | 0.11% | −19−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 4,772 | $425.0K | 0.01% | +2,124+80.2% | Added |
| Prudential Financial Inc | 4,770 | $425.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,832 | $430.6K | 0.00% | +2,250+87.1% | Added |
| Archford Capital Strategies, LLC | 4,927 | $437.3K | 0.09% | +97+2.0% | Added |
| Gradient Investments LLC | 4,939 | $440.1K | 0.01% | +582+13.4% | Added |