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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 471 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ1 2023: $28.9B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2022.

Institutions holding BMO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
180 Wealth Advisors, LLC3,716$331.1K0.08%−256−6.4%Reduced
Cary Street Partner Investment Advisory LLC3,700$329.7K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.3,679$328.0K0.01%+445+13.8%Added
Ellenbecker Investment Group3,622$322.0K0.09%+985+37.4%Added
KLCM Advisors, Inc.3,561$317.3K0.06%+325+10.0%Added
Doliver Advisors, LP3,560$317.2K0.10%−94−2.6%Reduced
Sequoia Financial Advisors, LLC3,552$316.5K0.01%+364+11.4%Added
Puzo Michael J3,500$311.9K0.10%00.0%Unchanged
Pathstone Family Office, LLC3,389$311.4K0.01%−2,053−37.7%Reduced
Brighton Jones LLC3,344$298.0K0.02%−269−7.4%Reduced
Old National Bancorp3,322$296.0K0.01%−1,363−29.1%Reduced
Schechter Investment Advisors, LLC3,262$290.7K0.03%−10−0.3%Reduced
Intrua Financial, LLC3,287$288.5K0.06%+3+0.1%Added
Oarsman Capital, Inc.3,179$283.3K0.13%00.0%Unchanged
Swiss Life Asset Management Ltd3,173$282.4K0.00%−20,949−86.8%Reduced
Cozad Asset Management Inc3,134$279.3K0.04%−183−5.5%Reduced
Americana Partners, LLC3,100$276.2K0.04%00.0%Unchanged
Thompson Investment Management, Inc.3,089$275.3K0.05%+7+0.2%Added
Brown Brothers Harriman & Co3,079$274.4K0.00%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,035$268.1K0.07%−291−8.7%Reduced
PDS Planning, Inc3,002$267.5K0.04%+3,002New
Valeo Financial Advisors, LLC2,959$263.7K0.01%+498+20.2%Added
Five Oceans Advisors2,951$263.0K0.17%−772−20.7%Reduced
Aft, Forsyth & Company, Inc.2,936$261.6K0.20%00.0%Unchanged
Enterprise Bank & Trust Co2,920$260.2K0.11%00.0%Unchanged
Innovis Asset Management LLC2,879$256.5K0.10%+147+5.4%Added
Magnus Financial Group LLC2,865$255.3K0.04%00.0%Unchanged
Ibex Wealth Advisors2,863$255.0K0.07%−1,800−38.6%Reduced
Harbour Capital Advisors, LLC2,830$252.2K0.08%−100−3.4%Reduced
Mirabella Financial Services LLP2,814$250.6K0.05%+58+2.1%Added
Sigma Planning Corp2,810$250.5K0.01%+2,810New
Patten & Patten Inc2,783$248.0K0.02%00.0%Unchanged
Atlas Capital Advisors LLC2,761$246.0K0.04%−144−5.0%Reduced
Beverly Hills Private Wealth, LLC2,740$244.2K0.08%+2,740New
Two Sigma Securities, LLC2,720$242.4K0.02%+2,720New
First Business Financial Services, Inc.2,713$241.8K0.03%+37+1.4%Added
Annex Advisory Services, LLC2,675$238.4K0.01%−427−13.8%Reduced
Archetype Wealth Partners2,672$238.0K0.05%00.0%Unchanged
Ballentine Partners, LLC2,601$231.8K0.01%+18+0.7%Added
Algert Global LLC2,598$231.1K0.01%00.0%Unchanged
Park National Corp2,585$230.3K0.01%00.0%Unchanged
Checchi Capital Advisers, LLC2,583$230.2K0.02%−240−8.5%Reduced
North Star Investment Management Corp.2,551$227.3K0.02%+2+0.1%Added
Smith, Moore & Co.2,538$226.2K0.03%−220−8.0%Reduced
Ameritas Advisory Services, LLC2,520$225.2K0.01%−786−23.8%Reduced
CVA Family Office, LLC2,500$222.8K0.05%00.0%Unchanged
Knights of Columbus Asset Advisors LLC2,472$220.3K0.02%+55+2.3%Added
Independent Advisor Alliance2,439$217.3K0.01%+2,439New
Parallel Advisors, LLC2,424$216.0K0.01%−81−3.2%Reduced
First Affirmative Financial Network2,392$213.1K0.25%+2,392New
Wintrust Investments LLC2,345$209.0K0.03%+2,345New
Westwood Holdings Group Inc.2,336$208.0K0.00%00.0%Unchanged
Landaas & Co2,326$207.0K0.10%00.0%Unchanged
Glenmede Trust Co NA2,314$206.2K0.00%+74+3.3%Added
Resources Management Corp1,076$206.0K0.04%−22,554−95.4%Reduced
Avantax Advisory Services, Inc.2,255$200.9K0.00%−8−0.4%Reduced
Townsend & Associates, Inc2,225$200.7K0.08%00.0%Unchanged
Lindbrook Capital, LLC2,184$194.6K0.02%+109+5.3%Added
Investors Research Corp2,157$192.2K0.05%00.0%Unchanged
Trifecta Capital Advisors, LLC2,119$188.8K0.07%00.0%Unchanged
Assetmark, Inc1,856$165.4K0.00%−1,868−50.2%Reduced
Quadrant Capital Group LLC1,799$160.3K0.02%−200−10.0%Reduced
Operose Advisors LLC1,759$156.7K0.08%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,706$152.0K0.01%+1,547+973.0%Added
Bogart Wealth, LLC1,669$148.7K0.01%−212−11.3%Reduced
Huntington National Bank1,653$147.3K0.00%−142−7.9%Reduced
Caldwell Trust Co1,500$133.7K0.02%00.0%Unchanged
Bessemer Group Inc1,400$125.0K0.00%00.0%Unchanged
Cyrus J. Lawrence, LLC1,400$125.0K0.04%00.0%Unchanged
Webster Bank, N. A.1,400$124.8K0.02%00.0%Unchanged
Allworth Financial LP1,377$122.7K0.00%+16+1.2%Added
Tobam1,355$120.0K0.01%00.0%Unchanged
Bartlett & Co. LLC1,330$119.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,330$118.5K0.00%00.0%Unchanged
ING Groep NV1,250$111.4K0.00%+1,250New
Whittier Trust Co1,235$110.0K0.00%+2+0.2%Added
Milestone Investment Advisors LLC1,203$107.2K0.03%+1,203New
State of Wyoming1,164$103.7K0.03%+1,164New
Icon Wealth Partners, LLC1,144$101.9K0.01%+1,144New
Central Trust Co1,030$91.8K0.00%00.0%Unchanged
Tompkins Financial Corp1,000$89.1K0.01%00.0%Unchanged
Washington Trust Co1,000$89.1K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,000$89.1K0.01%00.0%Unchanged
JNBA Financial Advisors1,000$89.1K0.01%00.0%Unchanged
JJJ Advisors Inc.977$88.9K0.03%−83−7.8%Reduced
Advisory Services Network, LLC990$88.2K0.00%−1,732−63.6%Reduced
Iron Horse Wealth Management, LLC980$87.3K0.04%00.0%Unchanged
Blue Bell Private Wealth Management, LLC960$85.5K0.03%00.0%Unchanged
Ridgewood Investments LLC870$77.6K0.05%+870New
SRS Capital Advisors, Inc.818$72.9K0.01%00.0%Unchanged
Bray Capital Advisors800$71.3K0.02%00.0%Unchanged
Cowen Prime Advisors LLC753$68.0K0.03%00.0%Unchanged
BDO Wealth Advisors, LLC752$67.0K0.01%−679−47.4%Reduced
Caldwell Sutter Capital, Inc.684$61.0K0.04%+684New
Group One Trading, L.P.627$55.9K0.00%+627New
Compass Wealth Management LLC600$53.5K0.02%00.0%Unchanged
Princeton Global Asset Management LLC600$53.5K0.02%00.0%Unchanged
Grove Bank & Trust510$45.4K0.01%00.0%Unchanged
Capital Analysts, LLC447$40.0K0.00%+3+0.7%Added
Ravenstone Capital Management Inc.440$39.2K0.03%00.0%Unchanged