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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 439 | $39.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 439 | $39.0K | 0.00% | −53−10.8% | Reduced |
| Glassman Wealth Services | 432 | $38.5K | 0.01% | +15+3.6% | Added |
| Strategic Investment Solutions, Inc. | 400 | $35.6K | 0.01% | +400 | New |
| Ronald Blue Trust, Inc. | 390 | $35.0K | 0.00% | −136−25.9% | Reduced |
| Private Trust Co NA | 350 | $31.2K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $31.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 340 | $30.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 315 | $28.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 309 | $28.0K | 0.00% | −4,593−93.7% | Reduced |
| Zions Bancorporation, N.A. | 306 | $27.3K | 0.00% | −11−3.5% | Reduced |
| Banque Cantonale Vaudoise | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 286 | $25.5K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 264 | $23.5K | 0.01% | −18−6.4% | Reduced |
| Daiwa Securities Group Inc. | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 240 | $21.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 234 | $20.9K | 0.00% | +22+10.4% | Added |
| Harvest Fund Management Co., Ltd | 224 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 213 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 188 | $16.8K | 0.00% | +188 | New |
| Global Retirement Partners, LLC | 190 | $16.5K | 0.00% | −101−34.7% | Reduced |
| GWM Advisors LLC | 183 | $16.3K | 0.00% | −565−75.5% | Reduced |
| WFA Asset Management Corp | 181 | $16.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 181 | $16.1K | 0.00% | +11+6.5% | Added |
| GHP Investment Advisors, Inc. | 161 | $14.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $14.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $13.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 141 | $13.0K | 0.00% | −120−46.0% | Reduced |
| Syverson Strege & Co | 145 | $12.9K | 0.01% | +145 | New |
| Tradewinds Capital Management, LLC | 125 | $11.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $10.7K | 0.00% | +120 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $10.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $9.80K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 109 | $9.71K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 103 | $9.18K | 0.00% | +6+6.2% | Added |
| City State Bank | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.91K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $8.91K | 0.01% | +100 | New |
| MBM Wealth Consultants, LLC | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $7.22K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 73 | $6.50K | 0.00% | +73 | New |
| Householder Group Estate & Retirement Specialist, LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 67 | $5.97K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 60 | $5.35K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 60 | $5.35K | 0.00% | +60 | New |
| Creative Financial Designs Inc | 53 | $4.74K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $4.51K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 44 | $3.89K | 0.00% | +1+2.3% | Added |
| Schubert & Co | 42 | $3.74K | 0.00% | −51−54.8% | Reduced |
| Motco | 40 | $3.56K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.56K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 38 | $3.00K | 0.00% | +2+5.6% | Added |
| Sugarloaf Wealth Management, LLC | 33 | $2.94K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $2.93K | 0.00% | −50−50.0% | Reduced |
| Western Pacific Wealth Management, LP | 32 | $2.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 31 | $2.76K | 0.00% | −69−69.0% | Reduced |
| Bell Investment Advisors, Inc | 29 | $2.58K | 0.00% | −36−55.4% | Reduced |
| First Horizon Advisors, Inc. | 28 | $2.50K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 26 | $2.32K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $2.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Natixis | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 89 | $33 | 0.00% | +89 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | −99−99.0% | Reduced |
| Quilter Plc | 4,782 | – | – | −1,140−19.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,227,550−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −433,795−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −144,538−100.0% | Sold out |
| Manitou Investment Management Ltd. | 0 | $0 | 0.00% | −111,765−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −45,714−100.0% | Sold out |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −44,700−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −26,982−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −26,616−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −25,524−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −17,864−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,869−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −505,077−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,559−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −14,625−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,192−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −4,877−100.0% | Sold out |
| Unio Capital LLC | 0 | $0 | 0.00% | −4,830−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −3,576−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −3,290−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,130−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −2,930−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |