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, Q3 2023
Institutional positions in Bank of Montreal as of Sep 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
- 458
- −8 vs. Q2 2023
- Shares held
- 334.9M
- +7.03M (+2.1%) vs. Q2 2023
- Total value
- $28.3B
- −$1.36B (−4.6%) vs. Q2 2023
- New holders
- 38
- 181 more added
- Sold out
- 46
- 134 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $28 | 0.00% | 0 | New |
| Moisand Fitzgerald Tamayo, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $506 | 0.00% | +6 | New |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.36K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $2.70K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 33 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $3.29K | 0.00% | +26+200.0% | Added |
| Motco | 40 | $3.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.38K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 44 | $3.75K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 57 | $4.00K | 0.00% | +19+50.0% | Added |
| IFP Advisors, Inc | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $4.60K | 0.00% | +1+1.9% | Added |
| Venturi Wealth Management, LLC | 60 | $5.06K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 73 | $6.16K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 96 | $8.10K | 0.00% | +12+14.3% | Added |
| Headinvest, LLC | 100 | $8.16K | 0.00% | +100 | New |
| Stonebridge Capital Advisors LLC | 100 | $8.44K | 0.00% | −339−77.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.44K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $8.44K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 81 | $9.28K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 116 | $9.80K | 0.00% | +1+0.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $10.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 127 | $10.7K | 0.00% | −5,069−97.6% | Reduced |
| Studio Investment Management LLC | 130 | $11.0K | 0.00% | +130 | New |
| JFS Wealth Advisors, LLC | 137 | $11.6K | 0.00% | −62−31.2% | Reduced |
| Northwest Investment Counselors, LLC | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $13.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $13.5K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 173 | $14.0K | 0.00% | +100+137.0% | Added |
| Global Retirement Partners, LLC | 190 | $15.3K | 0.00% | +2+1.1% | Added |
| WFA Asset Management Corp | 181 | $15.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 184 | $15.5K | 0.00% | +1+0.5% | Added |
| Financial Management Professionals, Inc. | 184 | $16.0K | 0.00% | +2+1.1% | Added |
| Financial Avengers, Inc. | 213 | $18.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 224 | $19.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 228 | $19.2K | 0.01% | +161+240.3% | Added |
| Proequities, Inc. | 240 | $20.2K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 250 | $21.1K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 258 | $21.8K | 0.01% | +110+74.3% | Added |
| Banque Cantonale Vaudoise | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 342 | $25.8K | 0.00% | +154+81.9% | Added |
| Zions Bancorporation, N.A. | 313 | $26.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 323 | $27.3K | 0.01% | −21−6.1% | Reduced |
| EverSource Wealth Advisors, LLC | 333 | $28.1K | 0.00% | +219+192.1% | Added |
| Atlas Capital Advisors LLC | 339 | $28.6K | 0.00% | −2,302−87.2% | Reduced |
| Compagnie Lombard Odier SCmA | 340 | $28.8K | 0.00% | +340 | New |
| Winch Advisory Services, LLC | 350 | $30.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 367 | $31.0K | 0.07% | +1+0.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 393 | $33.3K | 0.00% | +393 | New |
| Ronald Blue Trust, Inc. | 381 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 440 | $37.2K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 453 | $38.0K | 0.00% | +3+0.7% | Added |
| Massmutual Trust Co FSB | 453 | $38.2K | 0.00% | +205+82.7% | Added |
| Johnson Financial Group, Inc. | 472 | $39.8K | 0.00% | −2,016−81.0% | Reduced |
| First Manhattan Co | 500 | $42.2K | 0.00% | +500 | New |
| Grove Bank & Trust | 510 | $43.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 515 | $43.5K | 0.01% | +200+63.5% | Added |
| Lincluden Management Ltd | 554 | $46.0K | 0.01% | −42−7.0% | Reduced |
| Glassman Wealth Services | 549 | $46.3K | 0.01% | +21+4.0% | Added |
| Private Trust Co NA | 598 | $50.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $50.6K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 600 | $50.6K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 667 | $56.3K | 0.01% | −34−4.9% | Reduced |
| Bray Capital Advisors | 800 | $67.5K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 803 | $67.8K | 0.03% | +803 | New |
| JJJ Advisors Inc. | 890 | $75.1K | 0.02% | −49−5.2% | Reduced |
| Pathway Financial Advisers, LLC | 923 | $77.9K | 0.03% | +923 | New |
| Whittier Trust Co | 926 | $78.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 960 | $81.0K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $82.7K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $84.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $84.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $84.4K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $84.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,030 | $86.9K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,095 | $92.4K | 0.00% | +145+15.3% | Added |
| CWM, LLC | 1,099 | $93.0K | 0.00% | +335+43.8% | Added |
| Huntington National Bank | 1,141 | $96.3K | 0.00% | −584−33.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,143 | $96.4K | 0.05% | −7−0.6% | Reduced |
| ING Groep NV | 1,250 | $105.5K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 1,277 | $107.7K | 0.03% | +1,277 | New |
| Allworth Financial LP | 1,310 | $110.5K | 0.00% | +10+0.8% | Added |
| Bartlett & Co. LLC | 1,330 | $112.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $112.2K | 0.00% | 00.0% | Unchanged |
| Tobam | 1,355 | $115.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $118.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,443 | $121.7K | 0.01% | −471−24.6% | Reduced |