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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
Watershed Private Wealth LLC4,000$361.2K0.22%00.0%Unchanged
Qtron Investments LLC3,854$348.5K0.07%+3,854New
Annex Advisory Services, LLC3,844$347.2K0.02%+1,169+43.7%Added
Perpetual Ltd3,818$344.8K0.00%−476−11.1%Reduced
Captrust Financial Advisors3,781$341.5K0.00%−1,051−21.8%Reduced
Johnson Investment Counsel Inc3,748$338.5K0.00%00.0%Unchanged
Swiss Life Asset Management Ltd3,686$333.5K0.00%+513+16.2%Added
HRT Financial LP3,674$331.0K0.00%+3,674New
KLCM Advisors, Inc.3,618$326.7K0.06%+57+1.6%Added
Doliver Advisors, LP3,544$320.1K0.10%−16−0.4%Reduced
Pathstone Family Office, LLC3,402$318.2K0.00%+13+0.4%Added
Puzo Michael J3,500$316.1K0.10%00.0%Unchanged
Ellenbecker Investment Group3,799$316.0K0.08%+177+4.9%Added
180 Wealth Advisors, LLC3,448$314.6K0.07%−268−7.2%Reduced
Vise Technologies, Inc.3,423$309.2K0.07%−1,200−26.0%Reduced
Brighton Jones LLC3,387$305.9K0.02%+43+1.3%Added
First Affirmative Financial Network3,318$299.7K0.30%+926+38.7%Added
Cozad Asset Management Inc3,107$280.6K0.04%−27−0.9%Reduced
Americana Partners, LLC3,100$280.0K0.04%00.0%Unchanged
Thompson Investment Management, Inc.3,097$279.7K0.05%+8+0.3%Added
Oarsman Capital, Inc.3,079$278.1K0.12%−100−3.1%Reduced
Brown Brothers Harriman & Co3,079$278.1K0.00%00.0%Unchanged
Checchi Capital Advisers, LLC3,036$274.2K0.02%+453+17.5%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,035$274.1K0.07%00.0%Unchanged
Diversified Trust Co2,973$268.5K0.01%+2,973New
Harbour Capital Advisors, LLC2,930$267.3K0.08%+100+3.5%Added
PDS Planning, Inc2,927$264.3K0.03%−75−2.5%Reduced
Enterprise Bank & Trust Co2,920$263.7K0.10%00.0%Unchanged
Magnus Financial Group LLC2,857$258.0K0.04%−8−0.3%Reduced
Innovis Asset Management LLC2,840$256.5K0.09%−39−1.4%Reduced
Valeo Financial Advisors, LLC2,836$256.1K0.01%−123−4.2%Reduced
Sequoia Financial Advisors, LLC2,827$255.3K0.00%−725−20.4%Reduced
Bessemer Group Inc2,806$253.0K0.00%+1,406+100.4%Added
Patten & Patten Inc2,783$251.3K0.02%00.0%Unchanged
Independent Advisor Alliance2,776$250.7K0.01%+337+13.8%Added
Five Oceans Advisors2,771$250.3K0.16%−180−6.1%Reduced
Archetype Wealth Partners2,772$250.0K0.05%+100+3.7%Added
Park National Corp2,735$247.0K0.01%+150+5.8%Added
Southland Equity Partners LLC2,712$244.9K0.08%+2,712New
Steward Partners Investment Advisory, LLC2,671$241.2K0.00%−1,193−30.9%Reduced
Smith, Moore & Co.2,658$240.0K0.03%+120+4.7%Added
Atlas Capital Advisors LLC2,641$238.5K0.04%−120−4.3%Reduced
Ballentine Partners, LLC2,628$237.3K0.01%+27+1.0%Added
Algert Global LLC2,598$234.7K0.01%00.0%Unchanged
Knights of Columbus Asset Advisors LLC2,570$232.1K0.02%+98+4.0%Added
North Star Investment Management Corp.2,552$230.5K0.02%+10.0%Added
CVA Family Office, LLC2,500$225.8K0.05%00.0%Unchanged
Johnson Financial Group, Inc.2,488$224.7K0.02%−3,363−57.5%Reduced
Wolverine Trading, LLC2,499$223.9K0.00%+2,499New
Sigma Planning Corp2,359$213.1K0.01%−451−16.0%Reduced
Wintrust Investments LLC2,350$212.0K0.02%+5+0.2%Added
Westwood Holdings Group Inc.2,336$211.0K0.00%00.0%Unchanged
Landaas & Co2,326$210.0K0.09%00.0%Unchanged
Townsend & Associates, Inc2,225$208.0K0.05%00.0%Unchanged
Boothbay Fund Management, LLC2,300$207.7K0.01%+2,300New
National Asset Management, Inc.2,295$207.3K0.00%+2,295New
Glenmede Trust Co NA2,314$206.2K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.2,280$205.9K0.00%+25+1.1%Added
Wrapmanager Inc2,276$205.5K0.06%+2,276New
Davenport & Co LLC2,225$200.9K0.00%+2,225New
REDW Wealth LLC2,220$200.5K0.06%+2,220New
Bogart Wealth, LLC2,215$200.0K0.01%+546+32.7%Added
Lindbrook Capital, LLC2,166$195.6K0.02%−18−0.8%Reduced
Investors Research Corp2,157$194.8K0.05%00.0%Unchanged
Parallel Advisors, LLC2,155$194.7K0.01%−269−11.1%Reduced
Trifecta Capital Advisors, LLC2,119$191.4K0.06%00.0%Unchanged
Quadrant Capital Group LLC1,914$172.9K0.02%+115+6.4%Added
Operose Advisors LLC1,759$158.9K0.07%00.0%Unchanged
Huntington National Bank1,725$155.8K0.00%+72+4.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,677$151.4K0.01%−29−1.7%Reduced
Brown Shipley& Co Ltd1,650$149.2K0.06%+1,650New
PEAK6 Investments LLC1,544$139.4K0.01%−6,722−81.3%Reduced
Caldwell Trust Co1,500$135.5K0.02%00.0%Unchanged
Webster Bank, N. A.1,400$126.4K0.02%00.0%Unchanged
Cyrus J. Lawrence, LLC1,400$126.0K0.04%00.0%Unchanged
Tobam1,355$122.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,330$120.1K0.00%00.0%Unchanged
Bartlett & Co. LLC1,330$120.0K0.00%00.0%Unchanged
Allworth Financial LP1,300$117.4K0.00%−77−5.6%Reduced
ING Groep NV1,250$112.9K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.1,150$103.9K0.05%+466+68.1%Added
Icon Wealth Partners, LLC1,144$103.3K0.01%00.0%Unchanged
Central Trust Co1,030$93.0K0.00%00.0%Unchanged
Tompkins Financial Corp1,000$90.3K0.01%00.0%Unchanged
Washington Trust Co1,000$90.3K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,000$90.3K0.01%00.0%Unchanged
JNBA Financial Advisors1,000$90.3K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC980$88.5K0.04%00.0%Unchanged
Blue Bell Private Wealth Management, LLC960$86.7K0.02%00.0%Unchanged
Rhumbline Advisers950$85.8K0.00%+950New
JJJ Advisors Inc.939$84.8K0.02%−38−3.9%Reduced
Whittier Trust Co926$83.6K0.00%−309−25.0%Reduced
Bray Capital Advisors800$72.2K0.02%00.0%Unchanged
CWM, LLC764$69.0K0.00%+325+74.0%Added
Ridgewood Investments LLC760$68.7K0.04%−110−12.6%Reduced
Cowen Prime Advisors LLC753$68.0K0.02%00.0%Unchanged
BDO Wealth Advisors, LLC752$67.9K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.701$63.3K0.01%−117−14.3%Reduced
LFA - Lugano Financial Advisors SA500$59.8K0.04%+500New
Princeton Global Asset Management LLC600$54.2K0.02%00.0%Unchanged