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 |
|---|---|---|---|---|---|
| US Bancorp | 21,489 | $1.94M | 0.00% | −504−2.3% | Reduced |
| Gries Financial LLC | 21,586 | $1.95M | 0.54% | +21,586 | New |
| Mariner, LLC | 22,019 | $1.99M | 0.01% | +1,865+9.3% | Added |
| Umb Bank N A | 22,626 | $2.04M | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 22,880 | $2.07M | 0.32% | +21,804+2,026.4% | Added |
| Creative Planning | 23,106 | $2.09M | 0.00% | +2,629+12.8% | Added |
| APG Asset Management N.V. | 26,075 | $2.16M | 0.00% | −300−1.1% | Reduced |
| Maryland State Retirement & Pension System | 24,032 | $2.17M | 0.05% | +2,362+10.9% | Added |
| MML Investors Services, LLC | 24,620 | $2.22M | 0.01% | +24,620 | New |
| WoodTrust Financial Corp | 28,155 | $2.54M | 0.47% | +1,010+3.7% | Added |
| Advisor Group Holdings, Inc. | 28,193 | $2.55M | 0.00% | −691−2.4% | Reduced |
| Twin Tree Management, LP | 29,543 | $2.67M | 0.05% | −44,643−60.2% | Reduced |
| Harvest Portfolios Group Inc. | 29,670 | $2.68M | 0.12% | +2,909+10.9% | Added |
| Susquehanna Fundamental Investments, LLC | 29,773 | $2.69M | 0.10% | +369+1.3% | Added |
| Shell Asset Management Co | 30,116 | $2.72M | 0.11% | −5,500−15.4% | Reduced |
| Man Group plc | 30,365 | $2.74M | 0.01% | – | – |
| Rathbone Brothers plc | 30,541 | $2.76M | 0.03% | −244−0.8% | Reduced |
| Natixis Advisors, L.P. | 31,395 | $2.83M | 0.01% | +5,589+21.7% | Added |
| Silver Lake Advisory, LLC | 31,416 | $2.84M | 1.52% | 00.0% | Unchanged |
| Ostrum Asset Management | 31,829 | $2.88M | 0.24% | −2,135−6.3% | Reduced |
| Walleye Trading LLC | 32,061 | $2.90M | 0.15% | +15,009+88.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,331 | $2.92M | 0.01% | +32,331 | New |
| Metis Global Partners, LLC | 33,122 | $2.99M | 0.16% | +1,654+5.3% | Added |
| Capital Group Private Client Services, Inc. | 33,674 | $3.04M | 0.04% | +33,674 | New |
| JCIC Asset Management Inc. | 33,973 | $3.07M | 1.39% | −20,860−38.0% | Reduced |
| Canoe Financial LP | 35,105 | $3.17M | 0.07% | −2,700−7.1% | Reduced |
| Baird Financial Group, Inc. | 35,384 | $3.20M | 0.01% | +2,586+7.9% | Added |
| Envestnet Asset Management Inc | 35,386 | $3.20M | 0.00% | +4,224+13.6% | Added |
| Westover Capital Advisors, LLC | 35,469 | $3.20M | 1.11% | −891−2.5% | Reduced |
| Ossiam | 35,976 | $3.25M | 0.06% | −4,862−11.9% | Reduced |
| D. E. Shaw & Co., Inc. | 36,764 | $3.32M | 0.01% | −12,517−25.4% | Reduced |
| PCJ Investment Counsel Ltd. | 38,661 | $3.49M | 1.48% | −13,290−25.6% | Reduced |
| Azimuth Capital Investment Management LLC | 39,970 | $3.61M | 0.17% | −55−0.1% | Reduced |
| Hillsdale Investment Management Inc. | 41,217 | $3.72M | 0.34% | −57,240−58.1% | Reduced |
| Ensign Peak Advisors, Inc | 42,729 | $3.78M | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 42,032 | $3.80M | 0.01% | +2,938+7.5% | Added |
| Crossmark Global Holdings, Inc. | 43,185 | $3.97M | 0.09% | −5,193−10.7% | Reduced |
| M&G Investment Management Ltd | 48,000 | $4.35M | 0.03% | −188,172−79.7% | Reduced |
| Power Corp of Canada | 48,931 | $4.42M | 0.46% | +607+1.3% | Added |
| Alliancebernstein L.P. | 49,996 | $4.52M | 0.00% | −2,187−4.2% | Reduced |
| Commonwealth Equity Services, LLC | 52,700 | $4.76M | 0.01% | +278+0.5% | Added |
| Stifel Financial Corp | 56,437 | $5.10M | 0.01% | −7,006−11.0% | Reduced |
| LPL Financial LLC | 56,865 | $5.14M | 0.00% | +1,134+2.0% | Added |
| Dana Investment Advisors, Inc. | 56,958 | $5.14M | 0.25% | +130+0.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 58,199 | $5.26M | 1.98% | +808+1.4% | Added |
| Romano Brothers and Company | 58,484 | $5.28M | 0.79% | −1,307−2.2% | Reduced |
| M&T Bank Corp | 58,677 | $5.31M | 0.02% | +484+0.8% | Added |
| K.J. Harrison & Partners Inc | 63,450 | $5.71M | 1.04% | −869−1.4% | Reduced |
| Royal London Asset Management Ltd | 66,540 | $6.01M | 0.02% | +57,113+605.8% | Added |
| Marathon Capital Management | 66,600 | $6.01M | 1.48% | −955−1.4% | Reduced |
| Northwest Bancshares, Inc. | 68,440 | $6.18M | 1.12% | +22,815+50.0% | Added |
| HighTower Advisors, LLC | 71,581 | $6.52M | 0.01% | +2,258+3.3% | Added |
| Ameriprise Financial Inc | 68,282 | $7.03M | 0.00% | −15,597−18.6% | Reduced |
| Northwest & Ethical Investments L.P. | 83,621 | $7.55M | 0.24% | +4,606+5.8% | Added |
| Utah Retirement Systems | 83,572 | $7.56M | 0.10% | +1,600+2.0% | Added |
| Raymond James & Associates | 83,728 | $7.56M | 0.01% | +4,405+5.6% | Added |
| Van Eck Associates Corp | 87,383 | $7.89M | 0.02% | +59,321+211.4% | Added |
| Investment Management Corp of Ontario | 87,521 | $7.90M | 0.34% | +1,086+1.3% | Added |
| Federated Hermes, Inc. | 90,941 | $8.21M | 0.02% | −1,015−1.1% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $8.67M | 0.96% | 00.0% | Unchanged |
| USS Investment Management Ltd | 96,341 | $8.70M | 0.10% | +2,148+2.3% | Added |
| Two Sigma Advisers, LP | 96,598 | $8.72M | 0.02% | +96,598 | New |
| Jane Street Group, LLC | 98,007 | $8.85M | 0.01% | +24,598+33.5% | Added |
| American Century Companies Inc | 101,345 | $9.15M | 0.01% | −561−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 101,360 | $9.15M | 0.09% | −39,000−27.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 57,963 | $9.22M | 0.44% | +16,369+39.4% | Added |
| Balyasny Asset Management LLC | 113,064 | $10.2M | 0.03% | +77,040+213.9% | Added |
| AXA S.A. | 114,501 | $10.3M | 0.03% | +4,756+4.3% | Added |
| Wellington Management Group LLP | 117,242 | $10.6M | 0.00% | +6,013+5.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 117,503 | $10.6M | 0.07% | −376,914−76.2% | Reduced |
| Two Sigma Investments, LP | 120,540 | $10.9M | 0.03% | +120,540 | New |
| St Germain D J Co Inc | 125,148 | $11.3M | 0.60% | +125,148 | New |
| Janus Henderson Group PLC | 125,238 | $11.3M | 0.01% | +42,344+51.1% | Added |
| Waratah Capital Advisors Ltd. | 131,178 | $11.8M | 0.60% | +63,304+93.3% | Added |
| Wells Fargo & Company | 131,633 | $11.9M | 0.00% | +1,403+1.1% | Added |
| Citigroup Inc | 141,952 | $12.8M | 0.02% | +22,765+19.1% | Added |
| Burgundy Asset Management Ltd. | 150,000 | $13.6M | 0.16% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 150,626 | $13.6M | 0.15% | +150,626 | New |
| O'Shaughnessy Asset Management, LLC | 158,532 | $14.3M | 0.21% | −25,168−13.7% | Reduced |
| Candriam Luxembourg S.C.A. | 160,732 | $14.5M | 0.11% | −87,055−35.1% | Reduced |
| Pinnacle Financial Partners Inc | 164,816 | $14.9M | 0.37% | +6,078+3.8% | Added |
| Allianz Asset Management GmbH | 170,145 | $15.4M | 0.03% | −56,678−25.0% | Reduced |
| DekaBank Deutsche Girozentrale | 178,649 | $16.1M | 0.04% | +5,182+3.0% | Added |
| Neuberger Berman Group LLC | 181,194 | $16.4M | 0.01% | −21,869−10.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 183,505 | $16.6M | 0.04% | +6,566+3.7% | Added |
| Dorchester Wealth Management Co | 187,859 | $16.9M | 3.43% | −4,161−2.2% | Reduced |
| Genus Capital Management Inc. | 191,262 | $17.3M | 2.55% | +191,262 | New |
| UBS Group AG | 196,837 | $17.8M | 0.01% | −2,168−1.1% | Reduced |
| Todd Asset Management LLC | 196,906 | $17.8M | 0.41% | −71,864−26.7% | Reduced |
| United Services Automobile Association | 198,971 | $18.0M | 0.51% | −585−0.3% | Reduced |
| Rempart Asset Management Inc. | 212,998 | $19.2M | 4.02% | +6,220+3.0% | Added |
| Portland Investment Counsel Inc. | 213,958 | $19.3M | 9.55% | +792+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 213,924 | $19.3M | 0.09% | +16,565+8.4% | Added |
| State of Wisconsin Investment Board | 214,895 | $19.4M | 0.05% | −110,891−34.0% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 215,210 | $19.4M | 1.56% | +4,310+2.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $20.2M | 0.26% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 225,632 | $20.4M | 0.18% | −10,020−4.3% | Reduced |
| AMF Pensionsforsakring AB | 230,097 | $20.8M | 0.19% | +115,210+100.3% | Added |
| Forsta Ap-Fonden | 266,500 | $24.1M | 0.26% | +25,500+10.6% | Added |
| Russell Investments Group, Ltd. | 288,461 | $26.0M | 0.05% | +3,782+1.3% | Added |