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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 11,620 | $1.05M | 0.05% | −1,937−14.3% | Reduced |
| Yousif Capital Management, LLC | 11,587 | $1.05M | 0.01% | +100+0.9% | Added |
| Citadel Advisors LLC | 11,523 | $1.04M | 0.00% | +966+9.2% | Added |
| First American Bank | 11,520 | $1.04M | 0.09% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 11,435 | $1.03M | 0.01% | +1,122+10.9% | Added |
| David Loasby | 11,501 | $1.02M | 0.11% | +200+1.8% | Added |
| CI Private Wealth, LLC | 11,188 | $1.01M | 0.00% | −112−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 10,719 | $968.0K | 0.00% | +2,588+31.8% | Added |
| Cetera Advisor Networks LLC | 10,696 | $966.0K | 0.01% | −742−6.5% | Reduced |
| Ativo Capital Management LLC | 10,637 | $960.7K | 1.01% | −650−5.8% | Reduced |
| Rodgers Brothers Inc. | 10,375 | $937.0K | 0.16% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,355 | $935.2K | 0.01% | +14+0.1% | Added |
| Pinnacle Associates Ltd | 10,100 | $912.1K | 0.02% | 00.0% | Unchanged |
| North Star Asset Management Inc | 9,929 | $896.7K | 0.05% | −406−3.9% | Reduced |
| Smithfield Trust Co | 9,766 | $880.0K | 0.05% | 00.0% | Unchanged |
| Capital World Investors | 9,621 | $868.9K | 0.00% | +119+1.3% | Added |
| Probity Advisors, Inc. | 9,553 | $862.7K | 0.19% | +9,553 | New |
| Blair William & Co | 9,533 | $860.9K | 0.00% | −249−2.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,548 | $860.1K | 0.01% | +3,962+70.9% | Added |
| Ashton Thomas Private Wealth, LLC | 9,504 | $858.3K | 0.07% | +9,504 | New |
| Cresset Asset Management, LLC | 9,491 | $857.1K | 0.01% | +9,491 | New |
| Pegasus Partners Ltd. | 9,225 | $833.1K | 0.12% | −1,180−11.3% | Reduced |
| Mairs & Power Inc | 9,000 | $812.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,933 | $806.7K | 0.03% | +8,624+2,790.9% | Added |
| State Street Corp | 8,912 | $804.8K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 8,753 | $791.0K | 0.02% | +756+9.5% | Added |
| La Banque Postale Asset Management SA | 8,739 | $790.1K | 0.02% | −17,871−67.2% | Reduced |
| Berger Financial Group, Inc | 8,701 | $785.8K | 0.09% | −79−0.9% | Reduced |
| Crescent Grove Advisors, LLC | 8,602 | $776.8K | 0.08% | −267−3.0% | Reduced |
| ICA Group Wealth Management, LLC | 8,450 | $763.1K | 0.19% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 8,304 | $749.9K | 0.20% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,295 | $749.1K | 0.03% | +8,295 | New |
| Fifth Third Bancorp | 8,275 | $747.3K | 0.00% | −368−4.3% | Reduced |
| Mercer Global Advisors Inc | 8,252 | $745.0K | 0.00% | −475−5.4% | Reduced |
| Baldwin Brothers Inc | 8,000 | $722.5K | 0.06% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 7,984 | $721.0K | 0.01% | −150−1.8% | Reduced |
| JustInvest LLC | 7,657 | $691.5K | 0.02% | +1,227+19.1% | Added |
| DSM Capital Partners LLC | 7,630 | $690.0K | 0.01% | −74,226−90.7% | Reduced |
| Financial Counselors Inc | 7,574 | $684.0K | 0.01% | −1,152−13.2% | Reduced |
| Veriti Management LLC | 7,335 | $662.5K | 0.07% | +56+0.8% | Added |
| Forum Financial Management, LP | 7,328 | $661.8K | 0.01% | +500+7.3% | Added |
| Two Sigma Securities, LLC | 6,912 | $624.2K | 0.05% | +4,192+154.1% | Added |
| Bridgefront Capital, LLC | 6,840 | $617.7K | 0.33% | +6,840 | New |
| Ti-Trust, Inc | 6,692 | $604.4K | 0.56% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,662 | $601.6K | 0.02% | −884−11.7% | Reduced |
| Duality Advisers, LP | 6,659 | $601.4K | 0.08% | +6,659 | New |
| UniSuper Management Pty Ltd | 5,000 | $598.2K | 0.01% | +5,000 | New |
| STRS Ohio | 6,624 | $598.0K | 0.00% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 6,574 | $593.0K | 0.06% | −100−1.5% | Reduced |
| Kestra Advisory Services, LLC | 6,541 | $590.7K | 0.01% | +266+4.2% | Added |
| Intercontinental Wealth Advisors, LLC | 6,400 | $578.0K | 0.14% | +250+4.1% | Added |
| Nwam LLC | 6,246 | $564.1K | 0.05% | −14−0.2% | Reduced |
| Burney Co | 6,217 | $561.5K | 0.03% | −46−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 6,173 | $557.0K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Group | 6,190 | $555.0K | 0.08% | −752−10.8% | Reduced |
| Pacer Advisors, Inc. | 6,130 | $553.6K | 0.00% | +650+11.9% | Added |
| Vaughan & Co Securities, Inc. | 6,127 | $553.3K | 0.39% | 00.0% | Unchanged |
| Busey Wealth Management | 6,100 | $550.9K | 0.02% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 5,962 | $538.4K | 0.01% | +5,962 | New |
| Tacita Capital Inc | 5,915 | $535.0K | 0.39% | −3,000−33.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,993 | $534.8K | 0.09% | +3,253+118.7% | Added |
| Horizon Investments, LLC | 5,942 | $530.3K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,657 | $510.9K | 0.01% | +134+2.4% | Added |
| Dorsey & Whitney Trust CO LLC | 5,535 | $499.9K | 0.04% | −62−1.1% | Reduced |
| Harbour Investments, Inc. | 5,397 | $487.4K | 0.02% | −365−6.3% | Reduced |
| 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 |
| Archford Capital Strategies, LLC | 5,015 | $470.3K | 0.09% | +88+1.8% | Added |
| Assetmark, Inc | 5,196 | $469.3K | 0.00% | +3,340+180.0% | Added |
| Patten Group, Inc. | 5,172 | $467.1K | 0.13% | −17−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 5,153 | $465.5K | 0.00% | −432−7.7% | Reduced |
| Sciencast Management LP | 5,100 | $458.8K | 0.37% | +5,100 | New |
| Zacks Investment Management | 4,988 | $450.5K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,929 | $445.1K | 0.01% | −10−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 4,859 | $438.8K | 0.01% | +87+1.8% | Added |
| Quantinno Capital Management LP | 4,841 | $437.0K | 0.02% | −1,595−24.8% | Reduced |
| Prudential Financial Inc | 4,770 | $430.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,723 | $426.5K | 0.00% | −29,032−86.0% | Reduced |
| CIBC Private Wealth Group, LLC | 4,712 | $425.5K | 0.00% | +4,712 | New |
| Pacifica Partners Inc. | 4,667 | $423.5K | 0.24% | +165+3.7% | Added |
| David R. Rahn & Associates Inc. | 4,600 | $415.4K | 0.19% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,552 | $411.1K | 0.02% | +258+6.0% | Added |
| Tradition Wealth Management, LLC | 4,550 | $411.0K | 0.05% | −962−17.5% | Reduced |
| Credit Agricole S A | 4,480 | $404.6K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $404.2K | 0.10% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,453 | $402.2K | 0.05% | +4,453 | New |
| Intrua Financial, LLC | 4,446 | $401.5K | 0.07% | +1,159+35.3% | Added |
| Silverlake Wealth Management LLC | 4,437 | $400.7K | 0.22% | +205+4.8% | Added |
| Allspring Global Investments Holdings, LLC | 4,415 | $398.7K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 4,319 | $390.3K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,310 | $389.0K | 0.01% | +631+17.2% | Added |
| Cary Street Partner Investment Advisory LLC | 4,300 | $388.3K | 0.02% | +600+16.2% | Added |
| Biltmore Family Office, LLC | 4,280 | $386.5K | 0.08% | −7−0.2% | Reduced |
| Pinebridge Investments, L.P. | 3,230 | $386.4K | 0.00% | +3,230 | New |
| Cetera Investment Advisers | 4,165 | $376.1K | 0.00% | +34+0.8% | Added |
| Trust Co of Vermont | 4,118 | $371.9K | 0.02% | −159−3.7% | Reduced |
| Great Valley Advisor Group, Inc. | 4,085 | $368.9K | 0.02% | +96+2.4% | Added |
| Commerce Bank | 4,055 | $366.2K | 0.00% | +5+0.1% | Added |
| Fox Run Management, L.L.C. | 4,052 | $365.9K | 0.10% | +4,052 | New |
| Boltwood Capital Management | 4,000 | $361.2K | 0.13% | 00.0% | Unchanged |