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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 1,500 | $126.6K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,677 | $141.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,759 | $148.4K | 0.06% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,995 | $168.8K | 0.13% | −3,920−66.3% | Reduced |
| Swedbank AB | 2,096 | $176.8K | 0.00% | +2,096 | New |
| Investors Research Corp | 2,157 | $182.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,187 | $184.5K | 0.02% | +21+1.0% | Added |
| Bogart Wealth, LLC | 2,202 | $185.8K | 0.01% | −13−0.6% | Reduced |
| Parallel Advisors, LLC | 2,274 | $191.9K | 0.01% | +119+5.5% | Added |
| Trifecta Capital Advisors, LLC | 2,299 | $194.0K | 0.06% | +180+8.5% | Added |
| Fifth Third Bancorp | 2,431 | $205.1K | 0.00% | −5,844−70.6% | Reduced |
| Independent Financial Group, LLC | 2,466 | $208.1K | 0.01% | +2,466 | New |
| CVA Family Office, LLC | 2,523 | $212.9K | 0.05% | +23+0.9% | Added |
| Wrapmanager Inc | 2,551 | $215.2K | 0.07% | +275+12.1% | Added |
| North Star Investment Management Corp. | 2,554 | $215.5K | 0.02% | +2+0.1% | Added |
| West Family Investments, Inc. | 2,654 | $223.9K | 0.08% | +2,654 | New |
| Archetype Wealth Partners | 2,672 | $225.0K | 0.05% | −100−3.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,713 | $228.9K | 0.02% | +143+5.6% | Added |
| Bessemer Group Inc | 2,694 | $229.0K | 0.00% | −112−4.0% | Reduced |
| Southland Equity Partners LLC | 2,722 | $229.6K | 0.08% | +10+0.4% | Added |
| Smith, Moore & Co. | 2,758 | $232.7K | 0.03% | +100+3.8% | Added |
| Independent Advisor Alliance | 2,769 | $233.6K | 0.01% | −7−0.3% | Reduced |
| Five Oceans Advisors | 2,778 | $234.4K | 0.15% | +7+0.3% | Added |
| Patten & Patten Inc | 2,783 | $234.8K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,807 | $236.8K | 0.01% | +179+6.8% | Added |
| Magnus Financial Group LLC | 2,857 | $241.0K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,871 | $242.2K | 0.01% | +35+1.2% | Added |
| Harbour Capital Advisors, LLC | 2,880 | $243.0K | 0.07% | −50−1.7% | Reduced |
| Innovis Asset Management LLC | 2,881 | $243.1K | 0.09% | +41+1.4% | Added |
| PDS Planning, Inc | 2,914 | $245.9K | 0.03% | −13−0.4% | Reduced |
| Enterprise Bank & Trust Co | 2,920 | $246.4K | 0.10% | 00.0% | Unchanged |
| Park National Corp | 2,935 | $247.6K | 0.01% | +200+7.3% | Added |
| Beverly Hills Private Wealth, LLC | 3,023 | $255.1K | 0.08% | −2,970−49.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $256.1K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,045 | $256.9K | 0.02% | +3,045 | New |
| Diversified Trust Co | 3,052 | $257.5K | 0.01% | +79+2.7% | Added |
| Vise Technologies, Inc. | 3,058 | $258.0K | 0.06% | −365−10.7% | Reduced |
| Thompson Investment Management, Inc. | 3,077 | $259.6K | 0.05% | −20−0.6% | Reduced |
| Brown Brothers Harriman & Co | 3,079 | $259.8K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 3,079 | $259.8K | 0.11% | 00.0% | Unchanged |
| Barclays PLC | 3,092 | $260.9K | 0.00% | −1,631−34.5% | Reduced |
| Prospera Financial Services Inc | 3,139 | $264.8K | 0.01% | +3,139 | New |
| Checchi Capital Advisers, LLC | 3,177 | $268.0K | 0.02% | +141+4.6% | Added |
| Captrust Financial Advisors | 3,305 | $278.8K | 0.00% | −476−12.6% | Reduced |
| Harbour Investments, Inc. | 3,323 | $280.4K | 0.01% | −2,074−38.4% | Reduced |
| Doliver Advisors, LP | 3,358 | $283.3K | 0.09% | −186−5.2% | Reduced |
| Cetera Investment Advisers | 3,360 | $283.4K | 0.00% | −805−19.3% | Reduced |
| Cozad Asset Management Inc | 3,369 | $284.2K | 0.04% | +262+8.4% | Added |
| Axq Capital, LP | 3,395 | $286.4K | 0.10% | +3,395 | New |
| Puzo Michael J | 3,500 | $295.3K | 0.10% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,504 | $295.6K | 0.01% | −1,048−23.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,523 | $297.2K | 0.00% | +852+31.9% | Added |
| Brighton Jones LLC | 3,527 | $297.6K | 0.02% | +140+4.1% | Added |
| KLCM Advisors, Inc. | 3,618 | $305.3K | 0.06% | 00.0% | Unchanged |
| NBT Bank N A | 3,625 | $305.8K | 0.03% | +3,625 | New |
| Qtron Investments LLC | 3,658 | $310.0K | 0.06% | −196−5.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,675 | $310.1K | 0.06% | +3,675 | New |
| 180 Wealth Advisors, LLC | 3,687 | $311.1K | 0.07% | +239+6.9% | Added |
| Swiss Life Asset Management Ltd | 3,686 | $312.1K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 3,730 | $314.7K | 0.00% | −2,232−37.4% | Reduced |
| Johnson Investment Counsel Inc | 3,748 | $316.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 4,065 | $327.6K | 0.18% | −602−12.9% | Reduced |
| Boltwood Capital Management | 4,000 | $337.5K | 0.13% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 4,000 | $337.5K | 0.21% | 00.0% | Unchanged |
| Commerce Bank | 4,037 | $340.6K | 0.00% | −18−0.4% | Reduced |
| Intrua Financial, LLC | 4,067 | $343.1K | 0.06% | −379−8.5% | Reduced |
| First Affirmative Financial Network | 4,087 | $344.8K | 0.34% | +769+23.2% | Added |
| Ellenbecker Investment Group | 4,105 | $346.0K | 0.09% | +306+8.1% | Added |
| Trust Co of Vermont | 4,118 | $347.4K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,132 | $348.6K | 0.01% | +1,305+46.2% | Added |
| Great Valley Advisor Group, Inc. | 4,152 | $350.3K | 0.01% | +67+1.6% | Added |
| Pinebridge Investments, L.P. | 3,087 | $353.7K | 0.00% | −143−4.4% | Reduced |
| Biltmore Family Office, LLC | 4,280 | $361.1K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,300 | $362.8K | 0.02% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 4,343 | $366.4K | 0.10% | +4,343 | New |
| Tradition Wealth Management, LLC | 4,373 | $369.0K | 0.04% | −177−3.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,380 | $370.0K | 0.01% | +70+1.6% | Added |
| Allspring Global Investments Holdings, LLC | 4,415 | $372.5K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,442 | $374.8K | 0.21% | +5+0.1% | Added |
| Ausdal Financial Partners, Inc. | 4,473 | $377.4K | 0.05% | +20+0.4% | Added |
| Rowland & Co Investment Counsel | 4,476 | $377.6K | 0.09% | 00.0% | Unchanged |
| Credit Agricole S A | 4,490 | $378.8K | 0.01% | +10+0.2% | Added |
| Desjardins Global Asset Management Inc. | 4,540 | $384.8K | 0.04% | +4,540 | New |
| David R. Rahn & Associates Inc. | 4,600 | $388.1K | 0.20% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,770 | $402.4K | 0.00% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 4,776 | $402.9K | 0.08% | −239−4.8% | Reduced |
| Integrated Wealth Concepts LLC | 4,830 | $407.5K | 0.01% | −29−0.6% | Reduced |
| Ibex Wealth Advisors | 5,029 | $424.0K | 0.11% | +5,029 | New |
| Millennium Management LLC | 5,094 | $429.8K | 0.00% | −10,223−66.7% | Reduced |
| Gradient Investments LLC | 5,110 | $431.1K | 0.01% | +181+3.7% | Added |
| Patten Group, Inc. | 5,172 | $436.4K | 0.13% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,086 | $436.9K | 0.00% | +1,684+49.5% | Added |
| Brinker Capital Investments, LLC | 5,214 | $439.9K | 0.01% | −29−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 5,214 | $439.9K | 0.01% | −29−0.6% | Reduced |
| Gulf International Bank (UK) Ltd | 5,223 | $440.0K | 0.01% | −950−15.4% | Reduced |
| Financial Counselors Inc | 5,275 | $445.1K | 0.01% | −2,299−30.4% | Reduced |
| Goldstein Advisors, LLC | 5,289 | $446.2K | 0.09% | +5,289 | New |
| Syon Capital LLC | 5,377 | $453.7K | 0.06% | +5,377 | New |
| Quantbot Technologies LP | 5,404 | $455.9K | 0.03% | +5,404 | New |
| Dorsey & Whitney Trust CO LLC | 5,623 | $474.4K | 0.04% | +88+1.6% | Added |