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, Q2 2023
Institutional positions in Bank of Montreal as of Jun 30, 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
- 470
- +2 vs. Q1 2023
- Shares held
- 328.2M
- +4.32M (+1.3%) vs. Q1 2023
- Total value
- $29.7B
- +$830.6M (+2.9%) vs. Q1 2023
- New holders
- 52
- 165 more added
- Sold out
- 50
- 141 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 1 | $91 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $1.18K | 0.00% | −16−55.2% | Reduced |
| Sandy Spring Bank | 23 | $2.08K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.53K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $2.89K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 50 | $2.93K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $2.98K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 33 | $2.98K | 0.00% | +33 | New |
| Acadian Asset Management LLC | 42 | $3.00K | 0.00% | −4,500−99.1% | Reduced |
| Penserra Capital Management LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $3.61K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.61K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 44 | $3.98K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $4.86K | 0.00% | +1+1.9% | Added |
| Venturi Wealth Management, LLC | 60 | $5.42K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 73 | $6.00K | 0.00% | +73 | New |
| IAG Wealth Partners, LLC | 67 | $6.05K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 73 | $6.59K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $7.32K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 83 | $7.50K | 0.00% | −4,536−98.2% | Reduced |
| Exchange Traded Concepts, LLC | 84 | $7.59K | 0.00% | −19−18.4% | Reduced |
| City State Bank | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.03K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $9.03K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 114 | $10.3K | 0.00% | +83+267.7% | Added |
| Silicon Valley Capital Partners | 115 | $10.4K | 0.00% | +115 | New |
| GPS Wealth Strategies Group, LLC | 120 | $10.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $11.3K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 148 | $13.4K | 0.01% | +148 | New |
| Northwest Investment Counselors, LLC | 150 | $13.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $13.5K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $13.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 153 | $13.8K | 0.00% | +153 | New |
| GHP Investment Advisors, Inc. | 161 | $14.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $14.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 182 | $16.0K | 0.00% | +41+29.1% | Added |
| WFA Asset Management Corp | 181 | $16.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 183 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 188 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 188 | $17.0K | 0.00% | −2−1.1% | Reduced |
| JFS Wealth Advisors, LLC | 199 | $18.0K | 0.00% | +18+9.9% | Added |
| Financial Avengers, Inc. | 213 | $19.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 224 | $20.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 240 | $21.7K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 251 | $22.0K | 0.01% | +251 | New |
| Massmutual Trust Co FSB | 248 | $22.4K | 0.00% | +14+6.0% | Added |
| WFA of San Diego, LLC | 250 | $22.6K | 0.02% | +250 | New |
| Daiwa Securities Group Inc. | 250 | $23.0K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 286 | $25.8K | 0.02% | +286 | New |
| Banque Cantonale Vaudoise | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 313 | $28.3K | 0.00% | +7+2.3% | Added |
| Crewe Advisors LLC | 315 | $28.4K | 0.00% | +315 | New |
| Hexagon Capital Partners LLC | 344 | $31.1K | 0.01% | +80+30.3% | Added |
| Winch Advisory Services, LLC | 350 | $32.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 366 | $33.1K | 0.03% | +80+28.0% | Added |
| Ronald Blue Trust, Inc. | 381 | $34.0K | 0.00% | −9−2.3% | Reduced |
| Stonebridge Capital Advisors LLC | 439 | $39.6K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 440 | $39.8K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 450 | $41.0K | 0.00% | +3+0.7% | Added |
| Grove Bank & Trust | 510 | $46.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 528 | $47.7K | 0.01% | +96+22.2% | Added |
| Lincluden Management Ltd | 596 | $54.0K | 0.01% | −21,000−97.2% | Reduced |
| Private Trust Co NA | 598 | $54.0K | 0.01% | +248+70.9% | Added |
| Princeton Global Asset Management LLC | 600 | $54.2K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 600 | $54.2K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 500 | $59.8K | 0.04% | +500 | New |
| SRS Capital Advisors, Inc. | 701 | $63.3K | 0.01% | −117−14.3% | Reduced |
| BDO Wealth Advisors, LLC | 752 | $67.9K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 753 | $68.0K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 760 | $68.7K | 0.04% | −110−12.6% | Reduced |
| CWM, LLC | 764 | $69.0K | 0.00% | +325+74.0% | Added |
| Bray Capital Advisors | 800 | $72.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 926 | $83.6K | 0.00% | −309−25.0% | Reduced |
| JJJ Advisors Inc. | 939 | $84.8K | 0.02% | −38−3.9% | Reduced |
| Rhumbline Advisers | 950 | $85.8K | 0.00% | +950 | New |
| Blue Bell Private Wealth Management, LLC | 960 | $86.7K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $88.5K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $90.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $90.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $90.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $90.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,030 | $93.0K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 1,144 | $103.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,150 | $103.9K | 0.05% | +466+68.1% | Added |
| ING Groep NV | 1,250 | $112.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,300 | $117.4K | 0.00% | −77−5.6% | Reduced |
| Bartlett & Co. LLC | 1,330 | $120.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $120.1K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,355 | $122.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,400 | $126.0K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $126.4K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,500 | $135.5K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,544 | $139.4K | 0.01% | −6,722−81.3% | Reduced |
| Brown Shipley& Co Ltd | 1,650 | $149.2K | 0.06% | +1,650 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,677 | $151.4K | 0.01% | −29−1.7% | Reduced |