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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 4,988 | $444.5K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,182 | $461.8K | 0.01% | −404−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 5,182 | $461.8K | 0.01% | +5,182 | New |
| Patten Group, Inc. | 5,189 | $462.4K | 0.14% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,480 | $488.3K | 0.00% | +422+8.3% | Added |
| FORA Capital, LLC | 5,501 | $490.2K | 0.05% | −4,357−44.2% | Reduced |
| Tradition Wealth Management, LLC | 5,512 | $491.0K | 0.06% | −751−12.0% | Reduced |
| Oppenheimer & Co Inc | 5,523 | $492.2K | 0.01% | −524−8.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,586 | $493.1K | 0.01% | +987+21.5% | Added |
| Rockefeller Capital Management L.P. | 5,585 | $497.0K | 0.00% | −5,613−50.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,597 | $498.7K | 0.05% | +75+1.4% | Added |
| Harbour Investments, Inc. | 5,762 | $513.4K | 0.03% | +255+4.6% | Added |
| Johnson Financial Group, Inc. | 5,851 | $521.4K | 0.04% | −121−2.0% | Reduced |
| Horizon Investments, LLC | 5,942 | $523.3K | 0.02% | 00.0% | Unchanged |
| Cipher Capital LP | 5,928 | $528.2K | 0.10% | +5,928 | New |
| Busey Wealth Management | 6,100 | $543.6K | 0.02% | −172−2.7% | Reduced |
| Vaughan & Co Securities, Inc. | 6,127 | $546.0K | 0.41% | −71−1.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,150 | $548.0K | 0.14% | −69−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 6,173 | $549.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 6,260 | $557.8K | 0.06% | −263−4.0% | Reduced |
| Burney Co | 6,263 | $558.1K | 0.03% | +990+18.8% | Added |
| Kestra Advisory Services, LLC | 6,275 | $559.1K | 0.01% | −1,220−16.3% | Reduced |
| JustInvest LLC | 6,430 | $573.0K | 0.02% | +634+10.9% | Added |
| Quantinno Capital Management LP | 6,436 | $574.0K | 0.04% | +6,436 | New |
| Gotham Asset Management, LLC | 6,512 | $580.3K | 0.01% | +6,512 | New |
| STRS Ohio | 6,624 | $589.0K | 0.00% | −476−6.7% | Reduced |
| Baskin Financial Services Inc. | 6,674 | $594.0K | 0.06% | −887−11.7% | Reduced |
| Ti-Trust, Inc | 6,692 | $596.3K | 0.56% | 00.0% | Unchanged |
| MQS Management LLC | 6,769 | $603.2K | 0.39% | +6,769 | New |
| Forum Financial Management, LP | 6,828 | $608.4K | 0.02% | −30.0% | Reduced |
| Squarepoint Ops LLC | 6,934 | $617.9K | 0.00% | +6,934 | New |
| Beacon Financial Group | 6,942 | $620.0K | 0.09% | +6,942 | New |
| Veriti Management LLC | 7,279 | $648.7K | 0.08% | −385−5.0% | Reduced |
| Polar Asset Management Partners Inc. | 7,500 | $667.0K | 0.01% | +2,500+50.0% | Added |
| Signaturefd, LLC | 7,546 | $672.4K | 0.02% | +64+0.9% | Added |
| Andra AP-fonden | 5,900 | $710.2K | 0.02% | −12,100−67.2% | Reduced |
| Achmea Investment Management B.V. | 7,997 | $712.0K | 0.02% | −39,725−83.2% | Reduced |
| Baldwin Brothers Inc | 8,000 | $712.9K | 0.06% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,000 | $713.9K | 0.02% | +2,252+39.2% | Added |
| Segall Bryant & Hamill, LLC | 8,134 | $724.0K | 0.01% | −538−6.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,131 | $724.6K | 0.00% | +419+5.4% | Added |
| PEAK6 Investments LLC | 8,266 | $736.6K | 0.05% | +4,215+104.0% | Added |
| Ipswich Investment Management Co., Inc. | 8,304 | $740.0K | 0.20% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 8,450 | $753.0K | 0.18% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,643 | $770.2K | 0.00% | −1,902−18.0% | Reduced |
| Financial Counselors Inc | 8,726 | $778.0K | 0.02% | −1,114−11.3% | Reduced |
| Mercer Global Advisors Inc | 8,727 | $778.0K | 0.00% | −89−1.0% | Reduced |
| Berger Financial Group, Inc | 8,780 | $782.4K | 0.09% | −167−1.9% | Reduced |
| Crescent Grove Advisors, LLC | 8,869 | $790.3K | 0.09% | −94−1.0% | Reduced |
| Tacita Capital Inc | 8,915 | $793.0K | 0.60% | 00.0% | Unchanged |
| State Street Corp | 8,912 | $794.1K | 0.00% | 00.0% | Unchanged |
| Mairs & Power Inc | 9,000 | $802.0K | 0.01% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 9,427 | $840.0K | 0.00% | +4,529+92.5% | Added |
| Capital World Investors | 9,502 | $846.4K | 0.00% | +104+1.1% | Added |
| Smithfield Trust Co | 9,766 | $871.0K | 0.06% | −502−4.9% | Reduced |
| Blair William & Co | 9,782 | $871.7K | 0.00% | +511+5.5% | Added |
| Pinnacle Associates Ltd | 10,100 | $900.0K | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 10,211 | $909.0K | 0.00% | +10,211 | New |
| D.A. Davidson & Co. | 10,341 | $917.4K | 0.01% | +4,814+87.1% | Added |
| Guggenheim Capital LLC | 10,313 | $919.0K | 0.01% | −10,048−49.3% | Reduced |
| North Star Asset Management Inc | 10,335 | $921.0K | 0.05% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 10,375 | $924.5K | 0.18% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 10,405 | $927.2K | 0.15% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,557 | $940.7K | 0.00% | +10,312+4,209.0% | Added |
| Ritholtz Wealth Management | 10,793 | $961.8K | 0.05% | −13,339−55.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,132 | $991.9K | 0.00% | −320−2.8% | Reduced |
| Gamco Investors, Inc. Et Al | 11,238 | $1.00M | 0.01% | 00.0% | Unchanged |
| David Loasby | 11,301 | $1.00M | 0.12% | +1,963+21.0% | Added |
| Ativo Capital Management LLC | 11,287 | $1.01M | 1.23% | −758−6.3% | Reduced |
| CI Private Wealth, LLC | 11,300 | $1.01M | 0.00% | +2,873+34.1% | Added |
| Cetera Advisor Networks LLC | 11,438 | $1.02M | 0.01% | +308+2.8% | Added |
| Yousif Capital Management, LLC | 11,487 | $1.02M | 0.01% | 00.0% | Unchanged |
| First American Bank | 11,520 | $1.03M | 0.09% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 11,852 | $1.05M | 0.64% | −1,132−8.7% | Reduced |
| Texas Yale Capital Corp. | 12,248 | $1.09M | 0.06% | −225−1.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 6,725 | $1.10M | 0.10% | +1,563+30.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,366 | $1.10M | 0.01% | +3,650+41.9% | Added |
| Cigna Investments Inc | 12,647 | $1.13M | 0.23% | −208−1.6% | Reduced |
| Unigestion Holding SA | 13,363 | $1.18M | 0.06% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 13,471 | $1.20M | 0.02% | −30,960−69.7% | Reduced |
| Advisor Partners II, LLC | 13,557 | $1.21M | 0.07% | +3,745+38.2% | Added |
| Parallax Volatility Advisers, L.P. | 13,566 | $1.21M | 0.04% | +13,566 | New |
| Truist Financial Corp | 13,940 | $1.24M | 0.00% | +714+5.4% | Added |
| IFG Advisory, LLC | 13,982 | $1.25M | 0.12% | +9,604+219.4% | Added |
| Victory Capital Management Inc | 14,040 | $1.25M | 0.00% | +14,040 | New |
| Curbstone Financial Management Corp | 14,134 | $1.26M | 0.31% | −200−1.4% | Reduced |
| Aigen Investment Management, LP | 14,215 | $1.27M | 0.17% | +14,215 | New |
| Naples Global Advisors, LLC | 14,987 | $1.34M | 0.17% | +415+2.8% | Added |
| Susquehanna International Group, LLP | 15,000 | $1.34M | 0.00% | +15,000 | New |
| Advisors Asset Management, Inc. | 15,652 | $1.39M | 0.03% | +1,170+8.1% | Added |
| Mainstay Capital Management LLC | 15,865 | $1.41M | 0.28% | +195+1.2% | Added |
| AE Wealth Management LLC | 16,122 | $1.44M | 0.01% | +7,852+94.9% | Added |
| Capital Fund Management S.A. | 16,414 | $1.46M | 0.03% | −5,851−26.3% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.47M | 0.16% | 00.0% | Unchanged |
| SIG North Trading, ULC | 16,725 | $1.49M | 0.74% | −39,096−70.0% | Reduced |
| NorthRock Partners, LLC | 16,880 | $1.50M | 0.16% | +16+0.1% | Added |
| Walleye Trading LLC | 17,052 | $1.52M | 0.05% | +17,052 | New |
| Desjardins Global Asset Management Inc. | 17,314 | $1.54M | 0.19% | −1,915−10.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,385 | $1.55M | 0.00% | −524−2.9% | Reduced |
| Wetherby Asset Management Inc | 18,001 | $1.60M | 0.09% | +279+1.6% | Added |