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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 11,300 | $1.01M | 0.00% | +2,873+34.1% | Added |
| Ativo Capital Management LLC | 11,287 | $1.01M | 1.23% | −758−6.3% | Reduced |
| David Loasby | 11,301 | $1.00M | 0.12% | +1,963+21.0% | Added |
| Gamco Investors, Inc. Et Al | 11,238 | $1.00M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 11,132 | $991.9K | 0.00% | −320−2.8% | Reduced |
| Ritholtz Wealth Management | 10,793 | $961.8K | 0.05% | −13,339−55.3% | Reduced |
| Citadel Advisors LLC | 10,557 | $940.7K | 0.00% | +10,312+4,209.0% | Added |
| Pegasus Partners Ltd. | 10,405 | $927.2K | 0.15% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 10,375 | $924.5K | 0.18% | 00.0% | Unchanged |
| North Star Asset Management Inc | 10,335 | $921.0K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,313 | $919.0K | 0.01% | −10,048−49.3% | Reduced |
| D.A. Davidson & Co. | 10,341 | $917.4K | 0.01% | +4,814+87.1% | Added |
| Arrowstreet Capital, Limited Partnership | 10,211 | $909.0K | 0.00% | +10,211 | New |
| Pinnacle Associates Ltd | 10,100 | $900.0K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 9,782 | $871.7K | 0.00% | +511+5.5% | Added |
| Smithfield Trust Co | 9,766 | $871.0K | 0.06% | −502−4.9% | Reduced |
| Capital World Investors | 9,502 | $846.4K | 0.00% | +104+1.1% | Added |
| Royal London Asset Management Ltd | 9,427 | $840.0K | 0.00% | +4,529+92.5% | Added |
| Mairs & Power Inc | 9,000 | $802.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 8,912 | $794.1K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 8,915 | $793.0K | 0.60% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 8,869 | $790.3K | 0.09% | −94−1.0% | Reduced |
| Berger Financial Group, Inc | 8,780 | $782.4K | 0.09% | −167−1.9% | 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 |
| Fifth Third Bancorp | 8,643 | $770.2K | 0.00% | −1,902−18.0% | Reduced |
| ICA Group Wealth Management, LLC | 8,450 | $753.0K | 0.18% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 8,304 | $740.0K | 0.20% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 8,266 | $736.6K | 0.05% | +4,215+104.0% | Added |
| The PNC Financial Services Group, Inc. | 8,131 | $724.6K | 0.00% | +419+5.4% | Added |
| Segall Bryant & Hamill, LLC | 8,134 | $724.0K | 0.01% | −538−6.2% | Reduced |
| Vident Investment Advisory, LLC | 8,000 | $713.9K | 0.02% | +2,252+39.2% | Added |
| Baldwin Brothers Inc | 8,000 | $712.9K | 0.06% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 7,997 | $712.0K | 0.02% | −39,725−83.2% | Reduced |
| Andra AP-fonden | 5,900 | $710.2K | 0.02% | −12,100−67.2% | Reduced |
| Signaturefd, LLC | 7,546 | $672.4K | 0.02% | +64+0.9% | Added |
| Polar Asset Management Partners Inc. | 7,500 | $667.0K | 0.01% | +2,500+50.0% | Added |
| Veriti Management LLC | 7,279 | $648.7K | 0.08% | −385−5.0% | Reduced |
| Beacon Financial Group | 6,942 | $620.0K | 0.09% | +6,942 | New |
| Squarepoint Ops LLC | 6,934 | $617.9K | 0.00% | +6,934 | New |
| Forum Financial Management, LP | 6,828 | $608.4K | 0.02% | −30.0% | Reduced |
| MQS Management LLC | 6,769 | $603.2K | 0.39% | +6,769 | New |
| Ti-Trust, Inc | 6,692 | $596.3K | 0.56% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 6,674 | $594.0K | 0.06% | −887−11.7% | Reduced |
| STRS Ohio | 6,624 | $589.0K | 0.00% | −476−6.7% | Reduced |
| Gotham Asset Management, LLC | 6,512 | $580.3K | 0.01% | +6,512 | New |
| Quantinno Capital Management LP | 6,436 | $574.0K | 0.04% | +6,436 | New |
| JustInvest LLC | 6,430 | $573.0K | 0.02% | +634+10.9% | Added |
| Kestra Advisory Services, LLC | 6,275 | $559.1K | 0.01% | −1,220−16.3% | Reduced |
| Burney Co | 6,263 | $558.1K | 0.03% | +990+18.8% | Added |
| Nwam LLC | 6,260 | $557.8K | 0.06% | −263−4.0% | Reduced |
| Gulf International Bank (UK) Ltd | 6,173 | $549.0K | 0.01% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 6,150 | $548.0K | 0.14% | −69−1.1% | Reduced |
| Vaughan & Co Securities, Inc. | 6,127 | $546.0K | 0.41% | −71−1.1% | Reduced |
| Busey Wealth Management | 6,100 | $543.6K | 0.02% | −172−2.7% | Reduced |
| Cipher Capital LP | 5,928 | $528.2K | 0.10% | +5,928 | New |
| Horizon Investments, LLC | 5,942 | $523.3K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5,851 | $521.4K | 0.04% | −121−2.0% | Reduced |
| Harbour Investments, Inc. | 5,762 | $513.4K | 0.03% | +255+4.6% | Added |
| Dorsey & Whitney Trust CO LLC | 5,597 | $498.7K | 0.05% | +75+1.4% | Added |
| Rockefeller Capital Management L.P. | 5,585 | $497.0K | 0.00% | −5,613−50.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,586 | $493.1K | 0.01% | +987+21.5% | Added |
| Oppenheimer & Co Inc | 5,523 | $492.2K | 0.01% | −524−8.7% | Reduced |
| Tradition Wealth Management, LLC | 5,512 | $491.0K | 0.06% | −751−12.0% | Reduced |
| FORA Capital, LLC | 5,501 | $490.2K | 0.05% | −4,357−44.2% | Reduced |
| Pacer Advisors, Inc. | 5,480 | $488.3K | 0.00% | +422+8.3% | Added |
| Patten Group, Inc. | 5,189 | $462.4K | 0.14% | 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 |
| Zacks Investment Management | 4,988 | $444.5K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,939 | $440.1K | 0.01% | +582+13.4% | Added |
| Archford Capital Strategies, LLC | 4,927 | $437.3K | 0.09% | +97+2.0% | Added |
| Captrust Financial Advisors | 4,832 | $430.6K | 0.00% | +2,250+87.1% | Added |
| Prudential Financial Inc | 4,770 | $425.1K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,772 | $425.0K | 0.01% | +2,124+80.2% | Added |
| Vise Technologies, Inc. | 4,623 | $412.0K | 0.11% | −19−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 4,619 | $411.6K | 0.00% | −475−9.3% | Reduced |
| David R. Rahn & Associates Inc. | 4,600 | $409.9K | 0.21% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,542 | $403.0K | 0.00% | +4,500+10,714.3% | Added |
| Credit Agricole S A | 4,480 | $399.2K | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $398.9K | 0.10% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 4,502 | $397.5K | 0.24% | +1,495+49.7% | Added |
| Allspring Global Investments Holdings, LLC | 4,415 | $393.4K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,323 | $385.0K | 0.01% | +4,323 | New |
| Dixon Mitchell Investment Counsel Inc. | 4,319 | $384.3K | 0.02% | +230+5.6% | Added |
| Perpetual Ltd | 4,294 | $383.8K | 0.00% | +4,294 | New |
| Evergreen Capital Management LLC | 4,294 | $382.6K | 0.02% | +721+20.2% | Added |
| Biltmore Family Office, LLC | 4,287 | $382.0K | 0.08% | +7+0.2% | Added |
| Trust Co of Vermont | 4,277 | $381.1K | 0.03% | +3,057+250.6% | Added |
| Silverlake Wealth Management LLC | 4,232 | $377.1K | 0.23% | +527+14.2% | Added |
| Cetera Investment Advisers | 4,131 | $368.1K | 0.00% | +779+23.2% | Added |
| Commerce Bank | 4,050 | $360.9K | 0.00% | +11+0.3% | Added |
| 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 |
| Great Valley Advisor Group, Inc. | 3,989 | $355.5K | 0.02% | −275−6.4% | Reduced |
| Essex Financial Services, Inc. | 3,984 | $355.0K | 0.04% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,948 | $351.8K | 0.00% | −150−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,864 | $344.3K | 0.01% | +2,404+164.7% | Added |
| Prudential PLC | 3,775 | $336.2K | 0.00% | −2,569−40.5% | Reduced |
| Johnson Investment Counsel Inc | 3,748 | $334.0K | 0.00% | −300−7.4% | Reduced |