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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 5,196 | $469.3K | 0.00% | +3,340+180.0% | Added |
| Archford Capital Strategies, LLC | 5,015 | $470.3K | 0.09% | +88+1.8% | Added |
| Brinker Capital Investments, LLC | 5,243 | $473.5K | 0.01% | +61+1.2% | Added |
| Orion Portfolio Solutions, LLC | 5,243 | $473.5K | 0.01% | +61+1.2% | Added |
| Harbour Investments, Inc. | 5,397 | $487.4K | 0.02% | −365−6.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,535 | $499.9K | 0.04% | −62−1.1% | Reduced |
| Oppenheimer & Co Inc | 5,657 | $510.9K | 0.01% | +134+2.4% | Added |
| Horizon Investments, LLC | 5,942 | $530.3K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,993 | $534.8K | 0.09% | +3,253+118.7% | Added |
| Tacita Capital Inc | 5,915 | $535.0K | 0.39% | −3,000−33.7% | Reduced |
| Tudor Investment Corp Et Al | 5,962 | $538.4K | 0.01% | +5,962 | New |
| Busey Wealth Management | 6,100 | $550.9K | 0.02% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 6,127 | $553.3K | 0.39% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,130 | $553.6K | 0.00% | +650+11.9% | Added |
| Beacon Financial Group | 6,190 | $555.0K | 0.08% | −752−10.8% | Reduced |
| Gulf International Bank (UK) Ltd | 6,173 | $557.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 6,217 | $561.5K | 0.03% | −46−0.7% | Reduced |
| Nwam LLC | 6,246 | $564.1K | 0.05% | −14−0.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,400 | $578.0K | 0.14% | +250+4.1% | Added |
| Kestra Advisory Services, LLC | 6,541 | $590.7K | 0.01% | +266+4.2% | Added |
| Baskin Financial Services Inc. | 6,574 | $593.0K | 0.06% | −100−1.5% | Reduced |
| STRS Ohio | 6,624 | $598.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 5,000 | $598.2K | 0.01% | +5,000 | New |
| Duality Advisers, LP | 6,659 | $601.4K | 0.08% | +6,659 | New |
| Signaturefd, LLC | 6,662 | $601.6K | 0.02% | −884−11.7% | Reduced |
| Ti-Trust, Inc | 6,692 | $604.4K | 0.56% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,840 | $617.7K | 0.33% | +6,840 | New |
| Two Sigma Securities, LLC | 6,912 | $624.2K | 0.05% | +4,192+154.1% | Added |
| Forum Financial Management, LP | 7,328 | $661.8K | 0.01% | +500+7.3% | Added |
| Veriti Management LLC | 7,335 | $662.5K | 0.07% | +56+0.8% | Added |
| Financial Counselors Inc | 7,574 | $684.0K | 0.01% | −1,152−13.2% | Reduced |
| DSM Capital Partners LLC | 7,630 | $690.0K | 0.01% | −74,226−90.7% | Reduced |
| JustInvest LLC | 7,657 | $691.5K | 0.02% | +1,227+19.1% | Added |
| Segall Bryant & Hamill, LLC | 7,984 | $721.0K | 0.01% | −150−1.8% | Reduced |
| Baldwin Brothers Inc | 8,000 | $722.5K | 0.06% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,252 | $745.0K | 0.00% | −475−5.4% | Reduced |
| Fifth Third Bancorp | 8,275 | $747.3K | 0.00% | −368−4.3% | Reduced |
| Engineers Gate Manager LP | 8,295 | $749.1K | 0.03% | +8,295 | New |
| Ipswich Investment Management Co., Inc. | 8,304 | $749.9K | 0.20% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 8,450 | $763.1K | 0.19% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 8,602 | $776.8K | 0.08% | −267−3.0% | Reduced |
| Berger Financial Group, Inc | 8,701 | $785.8K | 0.09% | −79−0.9% | Reduced |
| La Banque Postale Asset Management SA | 8,739 | $790.1K | 0.02% | −17,871−67.2% | Reduced |
| Achmea Investment Management B.V. | 8,753 | $791.0K | 0.02% | +756+9.5% | Added |
| State Street Corp | 8,912 | $804.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,933 | $806.7K | 0.03% | +8,624+2,790.9% | Added |
| Mairs & Power Inc | 9,000 | $812.8K | 0.01% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 9,225 | $833.1K | 0.12% | −1,180−11.3% | Reduced |
| Cresset Asset Management, LLC | 9,491 | $857.1K | 0.01% | +9,491 | New |
| Ashton Thomas Private Wealth, LLC | 9,504 | $858.3K | 0.07% | +9,504 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,548 | $860.1K | 0.01% | +3,962+70.9% | Added |
| Blair William & Co | 9,533 | $860.9K | 0.00% | −249−2.5% | Reduced |
| Probity Advisors, Inc. | 9,553 | $862.7K | 0.19% | +9,553 | New |
| Capital World Investors | 9,621 | $868.9K | 0.00% | +119+1.3% | Added |
| Smithfield Trust Co | 9,766 | $880.0K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 9,929 | $896.7K | 0.05% | −406−3.9% | Reduced |
| Pinnacle Associates Ltd | 10,100 | $912.1K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,355 | $935.2K | 0.01% | +14+0.1% | Added |
| Rodgers Brothers Inc. | 10,375 | $937.0K | 0.16% | 00.0% | Unchanged |
| Ativo Capital Management LLC | 10,637 | $960.7K | 1.01% | −650−5.8% | Reduced |
| Cetera Advisor Networks LLC | 10,696 | $966.0K | 0.01% | −742−6.5% | Reduced |
| The PNC Financial Services Group, Inc. | 10,719 | $968.0K | 0.00% | +2,588+31.8% | Added |
| CI Private Wealth, LLC | 11,188 | $1.01M | 0.00% | −112−1.0% | Reduced |
| David Loasby | 11,501 | $1.02M | 0.11% | +200+1.8% | Added |
| Guggenheim Capital LLC | 11,435 | $1.03M | 0.01% | +1,122+10.9% | Added |
| First American Bank | 11,520 | $1.04M | 0.09% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,523 | $1.04M | 0.00% | +966+9.2% | Added |
| Yousif Capital Management, LLC | 11,587 | $1.05M | 0.01% | +100+0.9% | Added |
| Advisor Partners II, LLC | 11,620 | $1.05M | 0.05% | −1,937−14.3% | Reduced |
| Texas Yale Capital Corp. | 11,823 | $1.07M | 0.05% | −425−3.5% | Reduced |
| Davis-Rea Ltd. | 12,017 | $1.09M | 0.61% | +165+1.4% | Added |
| Victory Capital Management Inc | 12,059 | $1.09M | 0.00% | −1,981−14.1% | Reduced |
| Ritholtz Wealth Management | 12,484 | $1.13M | 0.05% | +1,691+15.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,602 | $1.14M | 0.01% | +236+1.9% | Added |
| Capital Fund Management S.A. | 12,784 | $1.15M | 0.02% | −3,630−22.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,013 | $1.18M | 0.00% | +1,881+16.9% | Added |
| Unigestion Holding SA | 13,159 | $1.18M | 0.07% | −204−1.5% | Reduced |
| Cigna Investments Inc | 13,282 | $1.20M | 0.22% | +635+5.0% | Added |
| IFG Advisory, LLC | 13,982 | $1.26M | 0.11% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 14,034 | $1.27M | 0.30% | −100−0.7% | Reduced |
| Naples Global Advisors, LLC | 14,937 | $1.35M | 0.16% | −50−0.3% | Reduced |
| Mainstay Capital Management LLC | 15,080 | $1.36M | 0.24% | −785−4.9% | Reduced |
| Millennium Management LLC | 15,317 | $1.38M | 0.00% | −264,656−94.5% | Reduced |
| PDT Partners, LLC | 15,671 | $1.42M | 0.19% | +15,671 | New |
| Advisors Asset Management, Inc. | 16,019 | $1.45M | 0.03% | +367+2.3% | Added |
| Squarepoint Ops LLC | 16,152 | $1.46M | 0.01% | +9,218+132.9% | Added |
| Janney Montgomery Scott LLC | 16,331 | $1.48M | 0.01% | +16,331 | New |
| Nexus Investment Management ULC | 16,544 | $1.50M | 0.16% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 16,831 | $1.52M | 0.17% | −49−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,038 | $1.54M | 0.00% | −347−2.0% | Reduced |
| AE Wealth Management LLC | 17,958 | $1.62M | 0.01% | +1,836+11.4% | Added |
| Principal Financial Group Inc | 18,072 | $1.63M | 0.00% | −1,279−6.6% | Reduced |
| Foster & Motley Inc | 18,123 | $1.64M | 0.13% | −5,156−22.1% | Reduced |
| Employees Provident Fund Board | 18,200 | $1.65M | 0.04% | 00.0% | Unchanged |
| Associated Banc-Corp | 18,265 | $1.65M | 0.06% | −25−0.1% | Reduced |
| Wetherby Asset Management Inc | 19,044 | $1.72M | 0.09% | +1,043+5.8% | Added |
| Anson Funds Management LP | 20,000 | $1.81M | 0.54% | +20,000 | New |
| Cumberland Partners Ltd | 20,333 | $1.84M | 0.17% | −180,640−89.9% | Reduced |
| Truist Financial Corp | 20,403 | $1.84M | 0.00% | +6,463+46.4% | Added |
| Private Advisor Group, LLC | 20,332 | $1.88M | 0.02% | −30.0% | Reduced |