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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 18,070 | $1.61M | 0.15% | +18,070 | New |
| Employees Provident Fund Board | 18,200 | $1.62M | 0.04% | 00.0% | Unchanged |
| Associated Banc-Corp | 18,290 | $1.63M | 0.07% | +90+0.5% | Added |
| Principal Financial Group Inc | 19,351 | $1.72M | 0.00% | −1,193−5.8% | Reduced |
| Mariner, LLC | 20,154 | $1.80M | 0.01% | +1,660+9.0% | Added |
| Private Advisor Group, LLC | 20,335 | $1.81M | 0.02% | −11,229−35.6% | Reduced |
| Creative Planning | 20,477 | $1.82M | 0.00% | +4,270+26.3% | Added |
| Lincluden Management Ltd | 21,596 | $1.92M | 0.22% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,670 | $1.94M | 0.04% | +21,670 | New |
| US Bancorp | 21,993 | $1.96M | 0.00% | −167−0.8% | Reduced |
| Umb Bank N A | 22,626 | $2.02M | 0.03% | +9,530+72.8% | Added |
| Foster & Motley Inc | 23,279 | $2.07M | 0.17% | +202+0.9% | Added |
| APG Asset Management N.V. | 26,375 | $2.16M | 0.00% | −40,820−60.7% | Reduced |
| Natixis Advisors, L.P. | 25,806 | $2.30M | 0.01% | −1,253−4.6% | Reduced |
| La Banque Postale Asset Management SA | 26,610 | $2.37M | 0.06% | −2,565−8.8% | Reduced |
| CenterBook Partners LP | 26,575 | $2.37M | 0.33% | +12,598+90.1% | Added |
| Harvest Portfolios Group Inc. | 26,761 | $2.38M | 0.12% | +26,761 | New |
| WoodTrust Financial Corp | 27,145 | $2.42M | 0.47% | 00.0% | Unchanged |
| Van Eck Associates Corp | 28,062 | $2.51M | 0.01% | +8,380+42.6% | Added |
| Advisor Group Holdings, Inc. | 28,884 | $2.58M | 0.00% | +21+0.1% | Added |
| Susquehanna Fundamental Investments, LLC | 29,404 | $2.62M | 0.06% | −33,143−53.0% | Reduced |
| Brookfield Asset Management Inc. | 30,273 | $2.71M | 0.01% | −4,727−13.5% | Reduced |
| Rathbone Brothers plc | 30,785 | $2.74M | 0.03% | −188−0.6% | Reduced |
| Envestnet Asset Management Inc | 31,162 | $2.78M | 0.00% | −1,718−5.2% | Reduced |
| Silver Lake Advisory, LLC | 31,416 | $2.80M | 1.55% | +355+1.1% | Added |
| Metis Global Partners, LLC | 31,468 | $2.80M | 0.18% | −5,452−14.8% | Reduced |
| Voloridge Investment Management, LLC | 32,258 | $2.87M | 0.01% | +32,258 | New |
| Baird Financial Group, Inc. | 32,798 | $2.92M | 0.01% | −86−0.3% | Reduced |
| Barclays PLC | 33,755 | $3.01M | 0.00% | −44,960−57.1% | Reduced |
| Ostrum Asset Management | 33,964 | $3.02M | 0.26% | +33,964 | New |
| Shell Asset Management Co | 35,616 | $3.18M | 0.13% | +1,000+2.9% | Added |
| Balyasny Asset Management LLC | 36,024 | $3.21M | 0.01% | −192,508−84.2% | Reduced |
| Westover Capital Advisors, LLC | 36,360 | $3.24M | 1.20% | +3,782+11.6% | Added |
| Canoe Financial LP | 37,805 | $3.37M | 0.05% | +37,805 | New |
| Assenagon Asset Management S.A. | 39,094 | $3.49M | 0.01% | +2,288+6.2% | Added |
| Azimuth Capital Investment Management LLC | 40,025 | $3.57M | 0.18% | −655−1.6% | Reduced |
| Ossiam | 40,838 | $3.63M | 0.08% | −6,573−13.9% | Reduced |
| Ensign Peak Advisors, Inc | 42,729 | $3.81M | 0.01% | +8,400+24.5% | Added |
| Man Group plc | – | $3.92M | 0.01% | – | – |
| Northwest Bancshares, Inc. | 45,625 | $4.07M | 0.78% | +45,625 | New |
| Power Corp of Canada | 48,324 | $4.15M | 0.44% | +26,782+124.3% | Added |
| Crossmark Global Holdings, Inc. | 48,378 | $4.31M | 0.10% | −1,866−3.7% | Reduced |
| D. E. Shaw & Co., Inc. | 49,281 | $4.39M | 0.01% | +13,217+36.6% | Added |
| PCJ Investment Counsel Ltd. | 51,951 | $4.63M | 1.83% | −29,150−35.9% | Reduced |
| Alliancebernstein L.P. | 52,183 | $4.65M | 0.00% | −5,456−9.5% | Reduced |
| Commonwealth Equity Services, LLC | 52,422 | $4.67M | 0.01% | +13,858+35.9% | Added |
| JCIC Asset Management Inc. | 54,833 | $4.88M | 2.27% | +1,015+1.9% | Added |
| LPL Financial LLC | 55,731 | $4.97M | 0.00% | −3,005−5.1% | Reduced |
| Dana Investment Advisors, Inc. | 56,828 | $5.06M | 0.26% | +275+0.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 57,391 | $5.11M | 2.04% | +14,187+32.8% | Added |
| M&T Bank Corp | 58,193 | $5.19M | 0.02% | +1,188+2.1% | Added |
| Romano Brothers and Company | 59,791 | $5.33M | 0.82% | +2,522+4.4% | Added |
| K.J. Harrison & Partners Inc | 64,319 | $5.63M | 1.14% | +37,026+135.7% | Added |
| Stifel Financial Corp | 63,443 | $5.65M | 0.01% | +8,828+16.2% | Added |
| Marathon Capital Management | 67,555 | $6.02M | 1.48% | +200.0% | Added |
| Waratah Capital Advisors Ltd. | 67,874 | $6.05M | 0.30% | +67,874 | New |
| HighTower Advisors, LLC | 69,323 | $6.21M | 0.01% | −1,367−1.9% | Reduced |
| Jane Street Group, LLC | 73,409 | $6.54M | 0.01% | −15,379−17.3% | Reduced |
| Twin Tree Management, LP | 74,186 | $6.61M | 0.19% | +65,892+794.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 41,594 | $6.78M | 0.35% | +6,171+17.4% | Added |
| ClariVest Asset Management LLC | 78,724 | $7.03M | 0.31% | +230+0.3% | Added |
| Northwest & Ethical Investments L.P. | 79,015 | $7.04M | 0.23% | +1,161+1.5% | Added |
| Raymond James & Associates | 79,323 | $7.07M | 0.01% | +8,556+12.1% | Added |
| Utah Retirement Systems | 81,972 | $7.29M | 0.11% | +81,972 | New |
| DSM Capital Partners LLC | 81,856 | $7.29M | 0.12% | −6,271−7.1% | Reduced |
| Janus Henderson Group PLC | 82,894 | $7.37M | 0.00% | −132,085−61.4% | Reduced |
| Investment Management Corp of Ontario | 86,435 | $7.70M | 0.32% | +951+1.1% | Added |
| Federated Hermes, Inc. | 91,956 | $8.19M | 0.02% | +375+0.4% | Added |
| USS Investment Management Ltd | 94,193 | $8.39M | 0.12% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 96,000 | $8.55M | 0.99% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 83,879 | $8.66M | 0.00% | +13,266+18.8% | Added |
| Hillsdale Investment Management Inc. | 98,457 | $8.76M | 0.75% | −81,145−45.2% | Reduced |
| American Century Companies Inc | 101,906 | $9.08M | 0.01% | +11,741+13.0% | Added |
| Timelo Investment Management Inc. | 105,000 | $9.36M | 11.63% | −95,000−47.5% | Reduced |
| Westpac Banking Corp | 79,850 | $9.61M | 0.13% | +79,850 | New |
| AXA S.A. | 109,745 | $9.78M | 0.03% | +9,335+9.3% | Added |
| Wellington Management Group LLP | 111,229 | $9.89M | 0.00% | +29,768+36.5% | Added |
| AMF Pensionsforsakring AB | 114,887 | $10.3M | 0.10% | −40,355−26.0% | Reduced |
| Citigroup Inc | 119,187 | $10.6M | 0.01% | −8,404−6.6% | Reduced |
| Wells Fargo & Company | 130,230 | $11.6M | 0.00% | +29,709+29.6% | Added |
| Teachers Retirement System of the State of Kentucky | 140,360 | $12.5M | 0.13% | −48,000−25.5% | Reduced |
| Burgundy Asset Management Ltd. | 150,000 | $13.3M | 0.16% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 158,738 | $14.1M | 0.38% | +14,438+10.0% | Added |
| DekaBank Deutsche Girozentrale | 173,467 | $15.2M | 0.04% | −3,812−2.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 176,939 | $15.8M | 0.04% | +22,104+14.3% | Added |
| O'Shaughnessy Asset Management, LLC | 183,700 | $16.4M | 0.26% | −22,383−10.9% | Reduced |
| Dorchester Wealth Management Co | 192,020 | $17.0M | 3.49% | +76,632+66.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 197,359 | $17.6M | 0.09% | +4,514+2.3% | Added |
| UBS Group AG | 199,005 | $17.7M | 0.01% | +5,991+3.1% | Added |
| United Services Automobile Association | 199,556 | $17.8M | 0.57% | −19,987−9.1% | Reduced |
| Cumberland Partners Ltd | 200,973 | $17.9M | 1.76% | +2,842+1.4% | Added |
| Neuberger Berman Group LLC | 203,063 | $18.1M | 0.02% | +4,425+2.2% | Added |
| Rempart Asset Management Inc. | 206,778 | $18.4M | 4.07% | +4,197+2.1% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 210,900 | $18.8M | 1.56% | −1,576−0.7% | Reduced |
| Portland Investment Counsel Inc. | 213,166 | $19.0M | 8.69% | −3,244−1.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $20.0M | 0.27% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 226,823 | $20.2M | 0.04% | −250,976−52.5% | Reduced |
| Candriam Luxembourg S.C.A. | 247,787 | $20.3M | 0.14% | +155,075+167.3% | Added |
| M&G Investment Management Ltd | 236,172 | $21.0M | 0.15% | −4,648−1.9% | Reduced |
| Vontobel Holding Ltd. | 235,652 | $21.0M | 0.20% | +687+0.3% | Added |