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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 117,242 | $10.6M | 0.00% | +6,013+5.4% | Added |
| AXA S.A. | 114,501 | $10.3M | 0.03% | +4,756+4.3% | Added |
| Balyasny Asset Management LLC | 113,064 | $10.2M | 0.03% | +77,040+213.9% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 57,963 | $9.22M | 0.44% | +16,369+39.4% | Added |
| Teachers Retirement System of the State of Kentucky | 101,360 | $9.15M | 0.09% | −39,000−27.8% | Reduced |
| American Century Companies Inc | 101,345 | $9.15M | 0.01% | −561−0.6% | Reduced |
| Jane Street Group, LLC | 98,007 | $8.85M | 0.01% | +24,598+33.5% | Added |
| Two Sigma Advisers, LP | 96,598 | $8.72M | 0.02% | +96,598 | New |
| USS Investment Management Ltd | 96,341 | $8.70M | 0.10% | +2,148+2.3% | Added |
| American Assets Investment Management, LLC | 96,000 | $8.67M | 0.96% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 90,941 | $8.21M | 0.02% | −1,015−1.1% | Reduced |
| Investment Management Corp of Ontario | 87,521 | $7.90M | 0.34% | +1,086+1.3% | Added |
| Van Eck Associates Corp | 87,383 | $7.89M | 0.02% | +59,321+211.4% | Added |
| Raymond James & Associates | 83,728 | $7.56M | 0.01% | +4,405+5.6% | Added |
| Utah Retirement Systems | 83,572 | $7.56M | 0.10% | +1,600+2.0% | Added |
| Northwest & Ethical Investments L.P. | 83,621 | $7.55M | 0.24% | +4,606+5.8% | Added |
| Ameriprise Financial Inc | 68,282 | $7.03M | 0.00% | −15,597−18.6% | Reduced |
| HighTower Advisors, LLC | 71,581 | $6.52M | 0.01% | +2,258+3.3% | Added |
| Northwest Bancshares, Inc. | 68,440 | $6.18M | 1.12% | +22,815+50.0% | Added |
| Marathon Capital Management | 66,600 | $6.01M | 1.48% | −955−1.4% | Reduced |
| Royal London Asset Management Ltd | 66,540 | $6.01M | 0.02% | +57,113+605.8% | Added |
| K.J. Harrison & Partners Inc | 63,450 | $5.71M | 1.04% | −869−1.4% | Reduced |
| M&T Bank Corp | 58,677 | $5.31M | 0.02% | +484+0.8% | Added |
| Romano Brothers and Company | 58,484 | $5.28M | 0.79% | −1,307−2.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 58,199 | $5.26M | 1.98% | +808+1.4% | Added |
| Dana Investment Advisors, Inc. | 56,958 | $5.14M | 0.25% | +130+0.2% | Added |
| LPL Financial LLC | 56,865 | $5.14M | 0.00% | +1,134+2.0% | Added |
| Stifel Financial Corp | 56,437 | $5.10M | 0.01% | −7,006−11.0% | Reduced |
| Commonwealth Equity Services, LLC | 52,700 | $4.76M | 0.01% | +278+0.5% | Added |
| Alliancebernstein L.P. | 49,996 | $4.52M | 0.00% | −2,187−4.2% | Reduced |
| Power Corp of Canada | 48,931 | $4.42M | 0.46% | +607+1.3% | Added |
| M&G Investment Management Ltd | 48,000 | $4.35M | 0.03% | −188,172−79.7% | Reduced |
| Crossmark Global Holdings, Inc. | 43,185 | $3.97M | 0.09% | −5,193−10.7% | Reduced |
| Assenagon Asset Management S.A. | 42,032 | $3.80M | 0.01% | +2,938+7.5% | Added |
| Ensign Peak Advisors, Inc | 42,729 | $3.78M | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 41,217 | $3.72M | 0.34% | −57,240−58.1% | Reduced |
| Azimuth Capital Investment Management LLC | 39,970 | $3.61M | 0.17% | −55−0.1% | Reduced |
| PCJ Investment Counsel Ltd. | 38,661 | $3.49M | 1.48% | −13,290−25.6% | Reduced |
| D. E. Shaw & Co., Inc. | 36,764 | $3.32M | 0.01% | −12,517−25.4% | Reduced |
| Ossiam | 35,976 | $3.25M | 0.06% | −4,862−11.9% | Reduced |
| Westover Capital Advisors, LLC | 35,469 | $3.20M | 1.11% | −891−2.5% | Reduced |
| Envestnet Asset Management Inc | 35,386 | $3.20M | 0.00% | +4,224+13.6% | Added |
| Baird Financial Group, Inc. | 35,384 | $3.20M | 0.01% | +2,586+7.9% | Added |
| Canoe Financial LP | 35,105 | $3.17M | 0.07% | −2,700−7.1% | Reduced |
| JCIC Asset Management Inc. | 33,973 | $3.07M | 1.39% | −20,860−38.0% | Reduced |
| Capital Group Private Client Services, Inc. | 33,674 | $3.04M | 0.04% | +33,674 | New |
| Metis Global Partners, LLC | 33,122 | $2.99M | 0.16% | +1,654+5.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,331 | $2.92M | 0.01% | +32,331 | New |
| Walleye Trading LLC | 32,061 | $2.90M | 0.15% | +15,009+88.0% | Added |
| Ostrum Asset Management | 31,829 | $2.88M | 0.24% | −2,135−6.3% | Reduced |
| Silver Lake Advisory, LLC | 31,416 | $2.84M | 1.52% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 31,395 | $2.83M | 0.01% | +5,589+21.7% | Added |
| Rathbone Brothers plc | 30,541 | $2.76M | 0.03% | −244−0.8% | Reduced |
| Man Group plc | 30,365 | $2.74M | 0.01% | – | – |
| Shell Asset Management Co | 30,116 | $2.72M | 0.11% | −5,500−15.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,773 | $2.69M | 0.10% | +369+1.3% | Added |
| Harvest Portfolios Group Inc. | 29,670 | $2.68M | 0.12% | +2,909+10.9% | Added |
| Twin Tree Management, LP | 29,543 | $2.67M | 0.05% | −44,643−60.2% | Reduced |
| Advisor Group Holdings, Inc. | 28,193 | $2.55M | 0.00% | −691−2.4% | Reduced |
| WoodTrust Financial Corp | 28,155 | $2.54M | 0.47% | +1,010+3.7% | Added |
| MML Investors Services, LLC | 24,620 | $2.22M | 0.01% | +24,620 | New |
| Maryland State Retirement & Pension System | 24,032 | $2.17M | 0.05% | +2,362+10.9% | Added |
| APG Asset Management N.V. | 26,075 | $2.16M | 0.00% | −300−1.1% | Reduced |
| Creative Planning | 23,106 | $2.09M | 0.00% | +2,629+12.8% | Added |
| Resources Management Corp | 22,880 | $2.07M | 0.32% | +21,804+2,026.4% | Added |
| Umb Bank N A | 22,626 | $2.04M | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 22,019 | $1.99M | 0.01% | +1,865+9.3% | Added |
| Gries Financial LLC | 21,586 | $1.95M | 0.54% | +21,586 | New |
| US Bancorp | 21,489 | $1.94M | 0.00% | −504−2.3% | Reduced |
| Private Advisor Group, LLC | 20,332 | $1.88M | 0.02% | −30.0% | Reduced |
| Truist Financial Corp | 20,403 | $1.84M | 0.00% | +6,463+46.4% | Added |
| Cumberland Partners Ltd | 20,333 | $1.84M | 0.17% | −180,640−89.9% | Reduced |
| Anson Funds Management LP | 20,000 | $1.81M | 0.54% | +20,000 | New |
| Wetherby Asset Management Inc | 19,044 | $1.72M | 0.09% | +1,043+5.8% | Added |
| Associated Banc-Corp | 18,265 | $1.65M | 0.06% | −25−0.1% | Reduced |
| Employees Provident Fund Board | 18,200 | $1.65M | 0.04% | 00.0% | Unchanged |
| Foster & Motley Inc | 18,123 | $1.64M | 0.13% | −5,156−22.1% | Reduced |
| Principal Financial Group Inc | 18,072 | $1.63M | 0.00% | −1,279−6.6% | Reduced |
| AE Wealth Management LLC | 17,958 | $1.62M | 0.01% | +1,836+11.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,038 | $1.54M | 0.00% | −347−2.0% | Reduced |
| NorthRock Partners, LLC | 16,831 | $1.52M | 0.17% | −49−0.3% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.50M | 0.16% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 16,331 | $1.48M | 0.01% | +16,331 | New |
| Squarepoint Ops LLC | 16,152 | $1.46M | 0.01% | +9,218+132.9% | Added |
| Advisors Asset Management, Inc. | 16,019 | $1.45M | 0.03% | +367+2.3% | Added |
| PDT Partners, LLC | 15,671 | $1.42M | 0.19% | +15,671 | New |
| Millennium Management LLC | 15,317 | $1.38M | 0.00% | −264,656−94.5% | Reduced |
| Mainstay Capital Management LLC | 15,080 | $1.36M | 0.24% | −785−4.9% | Reduced |
| Naples Global Advisors, LLC | 14,937 | $1.35M | 0.16% | −50−0.3% | Reduced |
| Curbstone Financial Management Corp | 14,034 | $1.27M | 0.30% | −100−0.7% | Reduced |
| IFG Advisory, LLC | 13,982 | $1.26M | 0.11% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,282 | $1.20M | 0.22% | +635+5.0% | Added |
| Unigestion Holding SA | 13,159 | $1.18M | 0.07% | −204−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,013 | $1.18M | 0.00% | +1,881+16.9% | Added |
| Capital Fund Management S.A. | 12,784 | $1.15M | 0.02% | −3,630−22.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,602 | $1.14M | 0.01% | +236+1.9% | Added |
| Ritholtz Wealth Management | 12,484 | $1.13M | 0.05% | +1,691+15.7% | Added |
| Victory Capital Management Inc | 12,059 | $1.09M | 0.00% | −1,981−14.1% | Reduced |
| Davis-Rea Ltd. | 12,017 | $1.09M | 0.61% | +165+1.4% | Added |
| Texas Yale Capital Corp. | 11,823 | $1.07M | 0.05% | −425−3.5% | Reduced |