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 |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 96,000 | $8.55M | 0.99% | 00.0% | Unchanged |
| USS Investment Management Ltd | 94,193 | $8.39M | 0.12% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 91,956 | $8.19M | 0.02% | +375+0.4% | Added |
| Investment Management Corp of Ontario | 86,435 | $7.70M | 0.32% | +951+1.1% | Added |
| Janus Henderson Group PLC | 82,894 | $7.37M | 0.00% | −132,085−61.4% | Reduced |
| DSM Capital Partners LLC | 81,856 | $7.29M | 0.12% | −6,271−7.1% | Reduced |
| Utah Retirement Systems | 81,972 | $7.29M | 0.11% | +81,972 | New |
| Raymond James & Associates | 79,323 | $7.07M | 0.01% | +8,556+12.1% | Added |
| Northwest & Ethical Investments L.P. | 79,015 | $7.04M | 0.23% | +1,161+1.5% | Added |
| ClariVest Asset Management LLC | 78,724 | $7.03M | 0.31% | +230+0.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 41,594 | $6.78M | 0.35% | +6,171+17.4% | Added |
| Twin Tree Management, LP | 74,186 | $6.61M | 0.19% | +65,892+794.5% | Added |
| Jane Street Group, LLC | 73,409 | $6.54M | 0.01% | −15,379−17.3% | Reduced |
| HighTower Advisors, LLC | 69,323 | $6.21M | 0.01% | −1,367−1.9% | Reduced |
| Waratah Capital Advisors Ltd. | 67,874 | $6.05M | 0.30% | +67,874 | New |
| Marathon Capital Management | 67,555 | $6.02M | 1.48% | +200.0% | Added |
| Stifel Financial Corp | 63,443 | $5.65M | 0.01% | +8,828+16.2% | Added |
| K.J. Harrison & Partners Inc | 64,319 | $5.63M | 1.14% | +37,026+135.7% | Added |
| Romano Brothers and Company | 59,791 | $5.33M | 0.82% | +2,522+4.4% | Added |
| M&T Bank Corp | 58,193 | $5.19M | 0.02% | +1,188+2.1% | Added |
| Lorne Steinberg Wealth Management Inc. | 57,391 | $5.11M | 2.04% | +14,187+32.8% | Added |
| Dana Investment Advisors, Inc. | 56,828 | $5.06M | 0.26% | +275+0.5% | Added |
| LPL Financial LLC | 55,731 | $4.97M | 0.00% | −3,005−5.1% | Reduced |
| JCIC Asset Management Inc. | 54,833 | $4.88M | 2.27% | +1,015+1.9% | Added |
| Commonwealth Equity Services, LLC | 52,422 | $4.67M | 0.01% | +13,858+35.9% | Added |
| Alliancebernstein L.P. | 52,183 | $4.65M | 0.00% | −5,456−9.5% | Reduced |
| PCJ Investment Counsel Ltd. | 51,951 | $4.63M | 1.83% | −29,150−35.9% | Reduced |
| D. E. Shaw & Co., Inc. | 49,281 | $4.39M | 0.01% | +13,217+36.6% | Added |
| Crossmark Global Holdings, Inc. | 48,378 | $4.31M | 0.10% | −1,866−3.7% | Reduced |
| Power Corp of Canada | 48,324 | $4.15M | 0.44% | +26,782+124.3% | Added |
| Northwest Bancshares, Inc. | 45,625 | $4.07M | 0.78% | +45,625 | New |
| Man Group plc | – | $3.92M | 0.01% | – | – |
| Ensign Peak Advisors, Inc | 42,729 | $3.81M | 0.01% | +8,400+24.5% | Added |
| Ossiam | 40,838 | $3.63M | 0.08% | −6,573−13.9% | Reduced |
| Azimuth Capital Investment Management LLC | 40,025 | $3.57M | 0.18% | −655−1.6% | Reduced |
| Assenagon Asset Management S.A. | 39,094 | $3.49M | 0.01% | +2,288+6.2% | Added |
| Canoe Financial LP | 37,805 | $3.37M | 0.05% | +37,805 | New |
| Westover Capital Advisors, LLC | 36,360 | $3.24M | 1.20% | +3,782+11.6% | Added |
| Balyasny Asset Management LLC | 36,024 | $3.21M | 0.01% | −192,508−84.2% | Reduced |
| Shell Asset Management Co | 35,616 | $3.18M | 0.13% | +1,000+2.9% | Added |
| Ostrum Asset Management | 33,964 | $3.02M | 0.26% | +33,964 | New |
| Barclays PLC | 33,755 | $3.01M | 0.00% | −44,960−57.1% | Reduced |
| Baird Financial Group, Inc. | 32,798 | $2.92M | 0.01% | −86−0.3% | Reduced |
| Voloridge Investment Management, LLC | 32,258 | $2.87M | 0.01% | +32,258 | New |
| Metis Global Partners, LLC | 31,468 | $2.80M | 0.18% | −5,452−14.8% | Reduced |
| Silver Lake Advisory, LLC | 31,416 | $2.80M | 1.55% | +355+1.1% | Added |
| Envestnet Asset Management Inc | 31,162 | $2.78M | 0.00% | −1,718−5.2% | Reduced |
| Rathbone Brothers plc | 30,785 | $2.74M | 0.03% | −188−0.6% | Reduced |
| Brookfield Asset Management Inc. | 30,273 | $2.71M | 0.01% | −4,727−13.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,404 | $2.62M | 0.06% | −33,143−53.0% | Reduced |
| Advisor Group Holdings, Inc. | 28,884 | $2.58M | 0.00% | +21+0.1% | Added |
| Van Eck Associates Corp | 28,062 | $2.51M | 0.01% | +8,380+42.6% | Added |
| WoodTrust Financial Corp | 27,145 | $2.42M | 0.47% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 26,761 | $2.38M | 0.12% | +26,761 | New |
| CenterBook Partners LP | 26,575 | $2.37M | 0.33% | +12,598+90.1% | Added |
| La Banque Postale Asset Management SA | 26,610 | $2.37M | 0.06% | −2,565−8.8% | Reduced |
| Natixis Advisors, L.P. | 25,806 | $2.30M | 0.01% | −1,253−4.6% | Reduced |
| APG Asset Management N.V. | 26,375 | $2.16M | 0.00% | −40,820−60.7% | Reduced |
| Foster & Motley Inc | 23,279 | $2.07M | 0.17% | +202+0.9% | Added |
| Umb Bank N A | 22,626 | $2.02M | 0.03% | +9,530+72.8% | Added |
| US Bancorp | 21,993 | $1.96M | 0.00% | −167−0.8% | Reduced |
| Maryland State Retirement & Pension System | 21,670 | $1.94M | 0.04% | +21,670 | New |
| Lincluden Management Ltd | 21,596 | $1.92M | 0.22% | 00.0% | Unchanged |
| Creative Planning | 20,477 | $1.82M | 0.00% | +4,270+26.3% | Added |
| Private Advisor Group, LLC | 20,335 | $1.81M | 0.02% | −11,229−35.6% | Reduced |
| Mariner, LLC | 20,154 | $1.80M | 0.01% | +1,660+9.0% | Added |
| Principal Financial Group Inc | 19,351 | $1.72M | 0.00% | −1,193−5.8% | Reduced |
| Associated Banc-Corp | 18,290 | $1.63M | 0.07% | +90+0.5% | Added |
| Employees Provident Fund Board | 18,200 | $1.62M | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 18,070 | $1.61M | 0.15% | +18,070 | New |
| Wetherby Asset Management Inc | 18,001 | $1.60M | 0.09% | +279+1.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,385 | $1.55M | 0.00% | −524−2.9% | Reduced |
| Desjardins Global Asset Management Inc. | 17,314 | $1.54M | 0.19% | −1,915−10.0% | Reduced |
| Walleye Trading LLC | 17,052 | $1.52M | 0.05% | +17,052 | New |
| NorthRock Partners, LLC | 16,880 | $1.50M | 0.16% | +16+0.1% | Added |
| SIG North Trading, ULC | 16,725 | $1.49M | 0.74% | −39,096−70.0% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.47M | 0.16% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 16,414 | $1.46M | 0.03% | −5,851−26.3% | Reduced |
| AE Wealth Management LLC | 16,122 | $1.44M | 0.01% | +7,852+94.9% | Added |
| Mainstay Capital Management LLC | 15,865 | $1.41M | 0.28% | +195+1.2% | Added |
| Advisors Asset Management, Inc. | 15,652 | $1.39M | 0.03% | +1,170+8.1% | Added |
| Susquehanna International Group, LLP | 15,000 | $1.34M | 0.00% | +15,000 | New |
| Naples Global Advisors, LLC | 14,987 | $1.34M | 0.17% | +415+2.8% | Added |
| Aigen Investment Management, LP | 14,215 | $1.27M | 0.17% | +14,215 | New |
| Curbstone Financial Management Corp | 14,134 | $1.26M | 0.31% | −200−1.4% | Reduced |
| Victory Capital Management Inc | 14,040 | $1.25M | 0.00% | +14,040 | New |
| IFG Advisory, LLC | 13,982 | $1.25M | 0.12% | +9,604+219.4% | Added |
| Truist Financial Corp | 13,940 | $1.24M | 0.00% | +714+5.4% | Added |
| Parallax Volatility Advisers, L.P. | 13,566 | $1.21M | 0.04% | +13,566 | New |
| Advisor Partners II, LLC | 13,557 | $1.21M | 0.07% | +3,745+38.2% | Added |
| Thornburg Investment Management Inc | 13,471 | $1.20M | 0.02% | −30,960−69.7% | Reduced |
| Unigestion Holding SA | 13,363 | $1.18M | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 12,647 | $1.13M | 0.23% | −208−1.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,366 | $1.10M | 0.01% | +3,650+41.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,725 | $1.10M | 0.10% | +1,563+30.3% | Added |
| Texas Yale Capital Corp. | 12,248 | $1.09M | 0.06% | −225−1.8% | Reduced |
| Davis-Rea Ltd. | 11,852 | $1.05M | 0.64% | −1,132−8.7% | Reduced |
| First American Bank | 11,520 | $1.03M | 0.09% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,487 | $1.02M | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 11,438 | $1.02M | 0.01% | +308+2.8% | Added |