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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, 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.

Institutional holdersQ2 2023: 470 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 heldQ2 2023: $29.7B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2023.

Institutions holding BMO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1,725$155.8K0.00%+72+4.4%Added
Operose Advisors LLC1,759$158.9K0.07%00.0%Unchanged
Quadrant Capital Group LLC1,914$172.9K0.02%+115+6.4%Added
Trifecta Capital Advisors, LLC2,119$191.4K0.06%00.0%Unchanged
Parallel Advisors, LLC2,155$194.7K0.01%−269−11.1%Reduced
Investors Research Corp2,157$194.8K0.05%00.0%Unchanged
Lindbrook Capital, LLC2,166$195.6K0.02%−18−0.8%Reduced
Bogart Wealth, LLC2,215$200.0K0.01%+546+32.7%Added
REDW Wealth LLC2,220$200.5K0.06%+2,220New
Davenport & Co LLC2,225$200.9K0.00%+2,225New
Wrapmanager Inc2,276$205.5K0.06%+2,276New
Avantax Advisory Services, Inc.2,280$205.9K0.00%+25+1.1%Added
Glenmede Trust Co NA2,314$206.2K0.00%00.0%Unchanged
National Asset Management, Inc.2,295$207.3K0.00%+2,295New
Boothbay Fund Management, LLC2,300$207.7K0.01%+2,300New
Townsend & Associates, Inc2,225$208.0K0.05%00.0%Unchanged
Landaas & Co2,326$210.0K0.09%00.0%Unchanged
Westwood Holdings Group Inc.2,336$211.0K0.00%00.0%Unchanged
Wintrust Investments LLC2,350$212.0K0.02%+5+0.2%Added
Sigma Planning Corp2,359$213.1K0.01%−451−16.0%Reduced
Wolverine Trading, LLC2,499$223.9K0.00%+2,499New
Johnson Financial Group, Inc.2,488$224.7K0.02%−3,363−57.5%Reduced
CVA Family Office, LLC2,500$225.8K0.05%00.0%Unchanged
North Star Investment Management Corp.2,552$230.5K0.02%+10.0%Added
Knights of Columbus Asset Advisors LLC2,570$232.1K0.02%+98+4.0%Added
Algert Global LLC2,598$234.7K0.01%00.0%Unchanged
Ballentine Partners, LLC2,628$237.3K0.01%+27+1.0%Added
Atlas Capital Advisors LLC2,641$238.5K0.04%−120−4.3%Reduced
Smith, Moore & Co.2,658$240.0K0.03%+120+4.7%Added
Steward Partners Investment Advisory, LLC2,671$241.2K0.00%−1,193−30.9%Reduced
Southland Equity Partners LLC2,712$244.9K0.08%+2,712New
Park National Corp2,735$247.0K0.01%+150+5.8%Added
Archetype Wealth Partners2,772$250.0K0.05%+100+3.7%Added
Five Oceans Advisors2,771$250.3K0.16%−180−6.1%Reduced
Independent Advisor Alliance2,776$250.7K0.01%+337+13.8%Added
Patten & Patten Inc2,783$251.3K0.02%00.0%Unchanged
Bessemer Group Inc2,806$253.0K0.00%+1,406+100.4%Added
Sequoia Financial Advisors, LLC2,827$255.3K0.00%−725−20.4%Reduced
Valeo Financial Advisors, LLC2,836$256.1K0.01%−123−4.2%Reduced
Innovis Asset Management LLC2,840$256.5K0.09%−39−1.4%Reduced
Magnus Financial Group LLC2,857$258.0K0.04%−8−0.3%Reduced
Enterprise Bank & Trust Co2,920$263.7K0.10%00.0%Unchanged
PDS Planning, Inc2,927$264.3K0.03%−75−2.5%Reduced
Harbour Capital Advisors, LLC2,930$267.3K0.08%+100+3.5%Added
Diversified Trust Co2,973$268.5K0.01%+2,973New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,035$274.1K0.07%00.0%Unchanged
Checchi Capital Advisers, LLC3,036$274.2K0.02%+453+17.5%Added
Oarsman Capital, Inc.3,079$278.1K0.12%−100−3.1%Reduced
Brown Brothers Harriman & Co3,079$278.1K0.00%00.0%Unchanged
Thompson Investment Management, Inc.3,097$279.7K0.05%+8+0.3%Added
Americana Partners, LLC3,100$280.0K0.04%00.0%Unchanged
Cozad Asset Management Inc3,107$280.6K0.04%−27−0.9%Reduced
First Affirmative Financial Network3,318$299.7K0.30%+926+38.7%Added
Brighton Jones LLC3,387$305.9K0.02%+43+1.3%Added
Vise Technologies, Inc.3,423$309.2K0.07%−1,200−26.0%Reduced
180 Wealth Advisors, LLC3,448$314.6K0.07%−268−7.2%Reduced
Ellenbecker Investment Group3,799$316.0K0.08%+177+4.9%Added
Puzo Michael J3,500$316.1K0.10%00.0%Unchanged
Pathstone Family Office, LLC3,402$318.2K0.00%+13+0.4%Added
Doliver Advisors, LP3,544$320.1K0.10%−16−0.4%Reduced
KLCM Advisors, Inc.3,618$326.7K0.06%+57+1.6%Added
HRT Financial LP3,674$331.0K0.00%+3,674New
Swiss Life Asset Management Ltd3,686$333.5K0.00%+513+16.2%Added
Johnson Investment Counsel Inc3,748$338.5K0.00%00.0%Unchanged
Captrust Financial Advisors3,781$341.5K0.00%−1,051−21.8%Reduced
Perpetual Ltd3,818$344.8K0.00%−476−11.1%Reduced
Annex Advisory Services, LLC3,844$347.2K0.02%+1,169+43.7%Added
Qtron Investments LLC3,854$348.5K0.07%+3,854New
Boltwood Capital Management4,000$361.2K0.13%00.0%Unchanged
Watershed Private Wealth LLC4,000$361.2K0.22%00.0%Unchanged
Fox Run Management, L.L.C.4,052$365.9K0.10%+4,052New
Commerce Bank4,055$366.2K0.00%+5+0.1%Added
Great Valley Advisor Group, Inc.4,085$368.9K0.02%+96+2.4%Added
Trust Co of Vermont4,118$371.9K0.02%−159−3.7%Reduced
Cetera Investment Advisers4,165$376.1K0.00%+34+0.8%Added
Pinebridge Investments, L.P.3,230$386.4K0.00%+3,230New
Biltmore Family Office, LLC4,280$386.5K0.08%−7−0.2%Reduced
Cary Street Partner Investment Advisory LLC4,300$388.3K0.02%+600+16.2%Added
Benjamin F. Edwards & Company, Inc.4,310$389.0K0.01%+631+17.2%Added
Dixon Mitchell Investment Counsel Inc.4,319$390.3K0.02%00.0%Unchanged
Allspring Global Investments Holdings, LLC4,415$398.7K0.00%00.0%Unchanged
Silverlake Wealth Management LLC4,437$400.7K0.22%+205+4.8%Added
Intrua Financial, LLC4,446$401.5K0.07%+1,159+35.3%Added
Ausdal Financial Partners, Inc.4,453$402.2K0.05%+4,453New
Rowland & Co Investment Counsel4,476$404.2K0.10%00.0%Unchanged
Credit Agricole S A4,480$404.6K0.01%00.0%Unchanged
Tradition Wealth Management, LLC4,550$411.0K0.05%−962−17.5%Reduced
Evergreen Capital Management LLC4,552$411.1K0.02%+258+6.0%Added
David R. Rahn & Associates Inc.4,600$415.4K0.19%00.0%Unchanged
Pacifica Partners Inc.4,667$423.5K0.24%+165+3.7%Added
CIBC Private Wealth Group, LLC4,712$425.5K0.00%+4,712New
Barclays PLC4,723$426.5K0.00%−29,032−86.0%Reduced
Prudential Financial Inc4,770$430.8K0.00%00.0%Unchanged
Quantinno Capital Management LP4,841$437.0K0.02%−1,595−24.8%Reduced
Integrated Wealth Concepts LLC4,859$438.8K0.01%+87+1.8%Added
Gradient Investments LLC4,929$445.1K0.01%−10−0.2%Reduced
Zacks Investment Management4,988$450.5K0.01%00.0%Unchanged
Sciencast Management LP5,100$458.8K0.37%+5,100New
Rockefeller Capital Management L.P.5,153$465.5K0.00%−432−7.7%Reduced
Patten Group, Inc.5,172$467.1K0.13%−17−0.3%Reduced