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 |
|---|---|---|---|---|---|
| MQS Management LLC | 5,742 | $484.5K | 0.30% | +5,742 | New |
| Beacon Financial Group | 5,797 | $499.0K | 0.07% | −393−6.3% | Reduced |
| Oppenheimer & Co Inc | 5,971 | $503.8K | 0.01% | +314+5.6% | Added |
| Tower Research Capital LLC (TRC) | 6,074 | $512.5K | 0.02% | −2,859−32.0% | Reduced |
| Vaughan & Co Securities, Inc. | 6,094 | $514.2K | 0.38% | −33−0.5% | Reduced |
| Busey Wealth Management | 6,100 | $514.7K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 6,132 | $517.4K | 0.05% | −114−1.8% | Reduced |
| Glenmede Trust Co NA | 6,243 | $526.7K | 0.00% | +3,929+169.8% | Added |
| Burney Co | 6,302 | $531.7K | 0.02% | +85+1.4% | Added |
| Forum Financial Management, LP | 6,354 | $536.1K | 0.01% | −974−13.3% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 6,440 | $545.8K | 0.03% | +2,121+49.1% | Added |
| Pacer Advisors, Inc. | 6,496 | $548.1K | 0.00% | +366+6.0% | Added |
| Baskin Financial Services Inc. | 6,574 | $554.0K | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 6,624 | $561.0K | 0.00% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,692 | $564.6K | 0.54% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 5,200 | $595.8K | 0.01% | +200+4.0% | Added |
| NBC Securities, Inc. | 7,147 | $602.0K | 0.07% | +7,147 | New |
| Veriti Management LLC | 7,358 | $620.8K | 0.07% | +23+0.3% | Added |
| Jefferies Financial Group Inc. | 7,492 | $632.1K | 0.02% | +7,492 | New |
| DSM Capital Partners LLC | 7,630 | $645.4K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 7,726 | $651.9K | 0.01% | +2,738+54.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,945 | $679.9K | 0.01% | −1,603−16.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,229 | $694.3K | 0.19% | −75−0.9% | Reduced |
| JCIC Asset Management Inc. | 8,272 | $698.1K | 0.35% | −25,701−75.7% | Reduced |
| Kestra Advisory Services, LLC | 8,319 | $701.9K | 0.01% | +1,778+27.2% | Added |
| CIBC Private Wealth Group, LLC | 8,400 | $710.1K | 0.00% | +3,688+78.3% | Added |
| ICA Group Wealth Management, LLC | 8,450 | $712.9K | 0.20% | 00.0% | Unchanged |
| FORA Capital, LLC | 8,491 | $716.4K | 0.06% | +8,491 | New |
| Berger Financial Group, Inc | 8,531 | $719.8K | 0.08% | −170−2.0% | Reduced |
| Crescent Grove Advisors, LLC | 8,654 | $730.1K | 0.09% | +52+0.6% | Added |
| Signaturefd, LLC | 8,877 | $749.0K | 0.02% | +2,215+33.2% | Added |
| State Street Corp | 8,912 | $751.9K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 8,956 | $755.6K | 0.03% | −3,528−28.3% | Reduced |
| North Star Asset Management Inc | 8,979 | $757.6K | 0.04% | −950−9.6% | Reduced |
| Mairs & Power Inc | 9,000 | $759.3K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,009 | $760.0K | 0.00% | +757+9.2% | Added |
| Pegasus Partners Ltd. | 9,225 | $778.3K | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,356 | $789.3K | 0.01% | −135−1.4% | Reduced |
| JustInvest LLC | 9,504 | $801.9K | 0.02% | +1,847+24.1% | Added |
| Ashton Thomas Private Wealth, LLC | 9,640 | $813.3K | 0.06% | +136+1.4% | Added |
| Capital World Investors | 9,749 | $822.4K | 0.00% | +128+1.3% | Added |
| Smithfield Trust Co | 9,766 | $824.0K | 0.05% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 9,948 | $839.3K | 0.19% | +395+4.1% | Added |
| Ignite Planners, LLC | 10,625 | $858.8K | 0.26% | +10,625 | New |
| D.A. Davidson & Co. | 10,228 | $863.0K | 0.01% | −127−1.2% | Reduced |
| Capital Fund Management S.A. | 10,484 | $884.5K | 0.01% | −2,300−18.0% | Reduced |
| Polar Asset Management Partners Inc. | 10,500 | $887.4K | 0.02% | +10,500 | New |
| Ativo Capital Management LLC | 10,538 | $889.1K | 1.00% | −99−0.9% | Reduced |
| Texas Yale Capital Corp. | 10,648 | $898.4K | 0.04% | −1,175−9.9% | Reduced |
| PEAK6 Investments LLC | 10,682 | $901.2K | 0.04% | +9,138+591.8% | Added |
| Cetera Advisor Networks LLC | 10,729 | $905.2K | 0.01% | +33+0.3% | Added |
| Guggenheim Capital LLC | 10,749 | $906.9K | 0.01% | −686−6.0% | Reduced |
| The PNC Financial Services Group, Inc. | 10,774 | $909.0K | 0.00% | +55+0.5% | Added |
| Rodgers Brothers Inc. | 10,975 | $926.0K | 0.16% | +600+5.8% | Added |
| David Loasby | 11,616 | $932.0K | 0.10% | +115+1.0% | Added |
| First American Bank | 11,117 | $937.9K | 0.08% | −403−3.5% | Reduced |
| Blair William & Co | 11,252 | $949.3K | 0.00% | +1,719+18.0% | Added |
| Northwestern Mutual Wealth Management Co | 11,285 | $952.1K | 0.00% | −1,728−13.3% | Reduced |
| Advisor Partners II, LLC | 11,674 | $984.9K | 0.04% | +54+0.5% | Added |
| Davis-Rea Ltd. | 11,682 | $988.5K | 0.54% | −335−2.8% | Reduced |
| Yousif Capital Management, LLC | 11,767 | $992.8K | 0.01% | +180+1.6% | Added |
| Victory Capital Management Inc | 12,059 | $1.02M | 0.00% | 00.0% | Unchanged |
| Unigestion Holding SA | 13,159 | $1.11M | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,306 | $1.12M | 0.01% | +704+5.6% | Added |
| Walleye Trading LLC | 13,384 | $1.13M | 0.03% | −18,677−58.3% | Reduced |
| Cigna Investments Inc | 13,454 | $1.14M | 0.26% | +172+1.3% | Added |
| Curbstone Financial Management Corp | 13,634 | $1.15M | 0.28% | −400−2.9% | Reduced |
| IFG Advisory, LLC | 13,778 | $1.16M | 0.10% | −204−1.5% | Reduced |
| Associated Banc-Corp | 13,869 | $1.17M | 0.05% | −4,396−24.1% | Reduced |
| Foster & Motley Inc | 14,562 | $1.23M | 0.10% | −3,561−19.6% | Reduced |
| Naples Global Advisors, LLC | 14,570 | $1.23M | 0.15% | −367−2.5% | Reduced |
| Group One Trading, L.P. | 14,709 | $1.24M | 0.05% | +14,709 | New |
| Pinnacle Associates Ltd | 15,000 | $1.27M | 0.02% | +4,900+48.5% | Added |
| Acadian Asset Management LLC | 15,442 | $1.31M | 0.01% | +15,400+36,666.7% | Added |
| Janney Montgomery Scott LLC | 15,579 | $1.31M | 0.00% | −752−4.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,796 | $1.33M | 0.00% | −1,242−7.3% | Reduced |
| Quantinno Capital Management LP | 16,377 | $1.38M | 0.06% | +11,536+238.3% | Added |
| Nexus Investment Management ULC | 16,544 | $1.40M | 0.16% | 00.0% | Unchanged |
| Principal Financial Group Inc | 16,672 | $1.41M | 0.00% | −1,400−7.7% | Reduced |
| NorthRock Partners, LLC | 16,685 | $1.41M | 0.15% | −146−0.9% | Reduced |
| Advisors Asset Management, Inc. | 17,148 | $1.45M | 0.03% | +1,129+7.0% | Added |
| Employees Provident Fund Board | 18,200 | $1.54M | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 18,885 | $1.59M | 0.00% | +7,697+68.8% | Added |
| Cumberland Partners Ltd | 19,903 | $1.68M | 0.16% | −430−2.1% | Reduced |
| Truist Financial Corp | 19,965 | $1.68M | 0.00% | −438−2.1% | Reduced |
| Umb Bank N A | 20,034 | $1.69M | 0.03% | −2,592−11.5% | Reduced |
| Private Advisor Group, LLC | 20,332 | $1.72M | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,485 | $1.73M | 0.10% | +1,441+7.6% | Added |
| Gries Financial LLC | 21,446 | $1.81M | 0.49% | −140−0.6% | Reduced |
| Resources Management Corp | 22,874 | $1.93M | 0.31% | −60.0% | Reduced |
| Capital Group Private Client Services, Inc. | 23,279 | $1.96M | 0.02% | −10,395−30.9% | Reduced |
| US Bancorp | 23,370 | $1.97M | 0.00% | +1,881+8.8% | Added |
| MML Investors Services, LLC | 23,424 | $1.98M | 0.01% | −1,196−4.9% | Reduced |
| Mariner, LLC | 23,646 | $2.00M | 0.01% | +1,627+7.4% | Added |
| Maryland State Retirement & Pension System | 24,359 | $2.06M | 0.05% | +327+1.4% | Added |
| Man Group plc | – | $2.07M | 0.01% | – | – |
| Wolverine Trading, LLC | 24,735 | $2.09M | 0.02% | +22,236+889.8% | Added |
| Murchinson Ltd. | 25,000 | $2.11M | 0.32% | +25,000 | New |
| WoodTrust Financial Corp | 27,145 | $2.29M | 0.44% | −1,010−3.6% | Reduced |
| Squarepoint Ops LLC | 27,982 | $2.36M | 0.01% | +11,830+73.2% | Added |