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 |
|---|---|---|---|---|---|
| Creative Planning | 29,385 | $2.48M | 0.00% | +6,279+27.2% | Added |
| Shell Asset Management Co | 29,791 | $2.52M | 0.10% | −325−1.1% | Reduced |
| Westover Capital Advisors, LLC | 30,168 | $2.55M | 0.92% | −5,301−14.9% | Reduced |
| Ostrum Asset Management | 30,436 | $2.58M | 0.24% | −1,393−4.4% | Reduced |
| Silver Lake Advisory, LLC | 30,866 | $2.60M | 1.61% | −550−1.8% | Reduced |
| Harvest Portfolios Group Inc. | 30,906 | $2.61M | 0.12% | +1,236+4.2% | Added |
| HighTower Advisors, LLC | 31,418 | $2.65M | 0.00% | −40,163−56.1% | Reduced |
| APG Asset Management N.V. | 23,675 | $2.71M | 0.01% | −2,400−9.2% | Reduced |
| Metis Global Partners, LLC | 33,249 | $2.80M | 0.14% | +127+0.4% | Added |
| Natixis Advisors, L.P. | 33,380 | $2.82M | 0.01% | +1,985+6.3% | Added |
| Advisor Group Holdings, Inc. | 33,453 | $2.82M | 0.00% | +5,260+18.7% | Added |
| AE Wealth Management LLC | 33,570 | $2.83M | 0.02% | +15,612+86.9% | Added |
| Canoe Financial LP | 35,105 | $2.96M | 0.08% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 36,031 | $3.04M | 0.01% | +647+1.8% | Added |
| D. E. Shaw & Co., Inc. | 37,564 | $3.17M | 0.01% | +800+2.2% | Added |
| Azimuth Capital Investment Management LLC | 40,395 | $3.41M | 0.17% | +425+1.1% | Added |
| Envestnet Asset Management Inc | 41,457 | $3.50M | 0.00% | +6,071+17.2% | Added |
| Crossmark Global Holdings, Inc. | 43,938 | $3.60M | 0.08% | +753+1.7% | Added |
| Assenagon Asset Management S.A. | 42,785 | $3.63M | 0.01% | +753+1.8% | Added |
| Hillsdale Investment Management Inc. | 43,847 | $3.70M | 0.34% | +2,630+6.4% | Added |
| Ensign Peak Advisors, Inc | 44,229 | $3.75M | 0.01% | +1,500+3.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,279 | $3.82M | 0.01% | +45,279 | New |
| PCJ Investment Counsel Ltd. | 45,811 | $3.86M | 1.78% | +7,150+18.5% | Added |
| Ossiam | 46,428 | $3.93M | 0.07% | +10,452+29.1% | Added |
| Power Corp of Canada | 49,583 | $4.21M | 0.27% | +652+1.3% | Added |
| Alliancebernstein L.P. | 51,581 | $4.35M | 0.00% | +1,585+3.2% | Added |
| Rathbone Brothers plc | 51,736 | $4.38M | 0.03% | +21,195+69.4% | Added |
| Commonwealth Equity Services, LLC | 52,601 | $4.44M | 0.01% | −99−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 52,877 | $4.46M | 0.06% | +52,877 | New |
| Stifel Financial Corp | 55,252 | $4.66M | 0.01% | −1,185−2.1% | Reduced |
| Romano Brothers and Company | 56,356 | $4.75M | 0.74% | −2,128−3.6% | Reduced |
| Dana Investment Advisors, Inc. | 56,993 | $4.81M | 0.25% | +35+0.1% | Added |
| Citadel Advisors LLC | 57,136 | $4.82M | 0.01% | +45,613+395.8% | Added |
| LPL Financial LLC | 57,865 | $4.88M | 0.00% | +1,000+1.8% | Added |
| M&T Bank Corp | 59,676 | $5.04M | 0.02% | +999+1.7% | Added |
| SIG North Trading, ULC | 62,868 | $5.30M | 2.39% | +62,868 | New |
| K.J. Harrison & Partners Inc | 63,673 | $5.40M | 1.22% | +223+0.4% | Added |
| Marathon Capital Management | 64,874 | $5.47M | 1.38% | −1,726−2.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 66,054 | $5.60M | 2.15% | +7,855+13.5% | Added |
| Northwest Bancshares, Inc. | 68,659 | $5.79M | 1.11% | +219+0.3% | Added |
| Voloridge Investment Management, LLC | 69,265 | $5.84M | 0.03% | +69,265 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 72,913 | $6.15M | 0.03% | +40,582+125.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 78,611 | $6.63M | 0.35% | +20,648+35.6% | Added |
| Janus Henderson Group PLC | 79,653 | $6.76M | 0.00% | −45,585−36.4% | Reduced |
| Twin Tree Management, LP | 80,313 | $6.78M | 0.23% | +50,770+171.9% | Added |
| Raymond James & Associates | 83,083 | $7.01M | 0.01% | −645−0.8% | Reduced |
| Utah Retirement Systems | 83,572 | $7.08M | 0.10% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 84,703 | $7.15M | 0.24% | +1,082+1.3% | Added |
| Ameriprise Financial Inc | 74,105 | $7.30M | 0.00% | +5,823+8.5% | Added |
| Federated Hermes, Inc. | 88,499 | $7.47M | 0.02% | −2,442−2.7% | Reduced |
| Investment Management Corp of Ontario | 88,688 | $7.48M | 0.29% | +1,167+1.3% | Added |
| Royal London Asset Management Ltd | 89,018 | $7.51M | 0.02% | +22,478+33.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 91,887 | $7.75M | 0.05% | −25,616−21.8% | Reduced |
| Candriam Luxembourg S.C.A. | 93,917 | $7.96M | 0.07% | −66,815−41.6% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $8.10M | 0.90% | 00.0% | Unchanged |
| Van Eck Associates Corp | 98,869 | $8.34M | 0.02% | +11,486+13.1% | Added |
| American Century Companies Inc | 110,345 | $9.31M | 0.01% | +9,000+8.9% | Added |
| USS Investment Management Ltd | 110,366 | $9.32M | 0.10% | +14,025+14.6% | Added |
| Capital International Inc | 121,643 | $10.3M | 0.20% | −187,486−60.6% | Reduced |
| St Germain D J Co Inc | 123,623 | $10.4M | 0.59% | −1,525−1.2% | Reduced |
| Wellington Management Group LLP | 125,927 | $10.7M | 0.00% | +8,685+7.4% | Added |
| Wells Fargo & Company | 129,150 | $10.9M | 0.00% | −2,483−1.9% | Reduced |
| AXA S.A. | 131,867 | $11.1M | 0.04% | +17,366+15.2% | Added |
| Jane Street Group, LLC | 131,937 | $11.1M | 0.02% | +33,930+34.6% | Added |
| O'Shaughnessy Asset Management, LLC | 140,321 | $11.8M | 0.18% | −18,211−11.5% | Reduced |
| Allianz Asset Management GmbH | 146,738 | $12.4M | 0.03% | −23,407−13.8% | Reduced |
| Burgundy Asset Management Ltd. | 150,000 | $12.7M | 0.16% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 156,804 | $13.3M | 2.09% | −34,458−18.0% | Reduced |
| Neuberger Berman Group LLC | 158,608 | $13.4M | 0.01% | −22,586−12.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 162,505 | $13.7M | 0.03% | −21,000−11.4% | Reduced |
| Pinnacle Financial Partners Inc | 171,717 | $14.5M | 0.37% | +6,901+4.2% | Added |
| DekaBank Deutsche Girozentrale | 177,994 | $15.2M | 0.04% | −655−0.4% | Reduced |
| Dorchester Wealth Management Co | 183,261 | $15.4M | 3.12% | −4,598−2.4% | Reduced |
| Citigroup Inc | 186,325 | $15.8M | 0.02% | +44,373+31.3% | Added |
| Public Sector Pension Investment Board | 188,007 | $15.9M | 0.12% | −1,005,214−84.2% | Reduced |
| Vontobel Holding Ltd. | 201,317 | $17.0M | 0.16% | −24,315−10.8% | Reduced |
| United Services Automobile Association | 203,861 | $17.2M | 0.43% | +4,890+2.5% | Added |
| Rempart Asset Management Inc. | 209,828 | $17.8M | 3.95% | −3,170−1.5% | Reduced |
| Scheer, Rowlett & Associates Investment Management Ltd. | 211,689 | $17.9M | 1.51% | −3,521−1.6% | Reduced |
| UBS Group AG | 212,203 | $17.9M | 0.01% | +15,366+7.8% | Added |
| Two Sigma Advisers, LP | 213,998 | $18.1M | 0.05% | +117,400+121.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 221,904 | $18.8M | 0.08% | +7,980+3.7% | Added |
| Portland Investment Counsel Inc. | 223,212 | $18.8M | 8.65% | +9,254+4.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 224,304 | $19.1M | 0.25% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 230,253 | $19.5M | 0.06% | +15,358+7.1% | Added |
| Susquehanna International Group, LLP | 235,230 | $19.8M | 0.03% | −91,966−28.1% | Reduced |
| Russell Investments Group, Ltd. | 242,257 | $20.5M | 0.04% | −46,204−16.0% | Reduced |
| HSBC Holdings PLC | 268,015 | $22.6M | 0.03% | −116,970−30.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 278,114 | $23.5M | 1.80% | −64,733−18.9% | Reduced |
| Forsta Ap-Fonden | 282,600 | $23.9M | 0.27% | +16,100+6.0% | Added |
| Waratah Capital Advisors Ltd. | 295,922 | $25.0M | 1.15% | +164,744+125.6% | Added |
| AMF Pensionsforsakring AB | 299,289 | $25.4M | 0.25% | +69,192+30.1% | Added |
| Pictet Asset Management Holding SA | 305,832 | $25.9M | 0.03% | +305,832 | New |
| Northern Trust Corp | 311,341 | $26.3M | 0.01% | +6,166+2.0% | Added |
| Jarislowsky, Fraser Ltd | 323,269 | $27.4M | 0.18% | +3,977+1.2% | Added |
| Aviva PLC | 360,227 | $30.5M | 0.13% | −23,705−6.2% | Reduced |
| Guardian Capital Advisors LP | 413,988 | $34.3M | 3.84% | +26,955+7.0% | Added |
| Triasima Portfolio Management inc. | 409,136 | $34.7M | 3.18% | +94,788+30.2% | Added |
| State of Tennessee, Treasury Department | 409,666 | $34.7M | 0.14% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 449,057 | $37.9M | 4.50% | −171,799−27.7% | Reduced |