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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 110,345 | $9.31M | 0.01% | +9,000+8.9% | Added |
| Van Eck Associates Corp | 98,869 | $8.34M | 0.02% | +11,486+13.1% | Added |
| American Assets Investment Management, LLC | 96,000 | $8.10M | 0.90% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 93,917 | $7.96M | 0.07% | −66,815−41.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 91,887 | $7.75M | 0.05% | −25,616−21.8% | Reduced |
| Royal London Asset Management Ltd | 89,018 | $7.51M | 0.02% | +22,478+33.8% | Added |
| Investment Management Corp of Ontario | 88,688 | $7.48M | 0.29% | +1,167+1.3% | Added |
| Federated Hermes, Inc. | 88,499 | $7.47M | 0.02% | −2,442−2.7% | Reduced |
| Ameriprise Financial Inc | 74,105 | $7.30M | 0.00% | +5,823+8.5% | Added |
| Northwest & Ethical Investments L.P. | 84,703 | $7.15M | 0.24% | +1,082+1.3% | Added |
| Utah Retirement Systems | 83,572 | $7.08M | 0.10% | 00.0% | Unchanged |
| Raymond James & Associates | 83,083 | $7.01M | 0.01% | −645−0.8% | Reduced |
| Twin Tree Management, LP | 80,313 | $6.78M | 0.23% | +50,770+171.9% | Added |
| Janus Henderson Group PLC | 79,653 | $6.76M | 0.00% | −45,585−36.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 78,611 | $6.63M | 0.35% | +20,648+35.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 72,913 | $6.15M | 0.03% | +40,582+125.5% | Added |
| Voloridge Investment Management, LLC | 69,265 | $5.84M | 0.03% | +69,265 | New |
| Northwest Bancshares, Inc. | 68,659 | $5.79M | 1.11% | +219+0.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 66,054 | $5.60M | 2.15% | +7,855+13.5% | Added |
| Marathon Capital Management | 64,874 | $5.47M | 1.38% | −1,726−2.6% | Reduced |
| K.J. Harrison & Partners Inc | 63,673 | $5.40M | 1.22% | +223+0.4% | Added |
| SIG North Trading, ULC | 62,868 | $5.30M | 2.39% | +62,868 | New |
| M&T Bank Corp | 59,676 | $5.04M | 0.02% | +999+1.7% | Added |
| LPL Financial LLC | 57,865 | $4.88M | 0.00% | +1,000+1.8% | Added |
| Citadel Advisors LLC | 57,136 | $4.82M | 0.01% | +45,613+395.8% | Added |
| Dana Investment Advisors, Inc. | 56,993 | $4.81M | 0.25% | +35+0.1% | Added |
| Romano Brothers and Company | 56,356 | $4.75M | 0.74% | −2,128−3.6% | Reduced |
| Stifel Financial Corp | 55,252 | $4.66M | 0.01% | −1,185−2.1% | Reduced |
| Beacon Pointe Advisors, LLC | 52,877 | $4.46M | 0.06% | +52,877 | New |
| Commonwealth Equity Services, LLC | 52,601 | $4.44M | 0.01% | −99−0.2% | Reduced |
| Rathbone Brothers plc | 51,736 | $4.38M | 0.03% | +21,195+69.4% | Added |
| Alliancebernstein L.P. | 51,581 | $4.35M | 0.00% | +1,585+3.2% | Added |
| Power Corp of Canada | 49,583 | $4.21M | 0.27% | +652+1.3% | Added |
| Ossiam | 46,428 | $3.93M | 0.07% | +10,452+29.1% | Added |
| PCJ Investment Counsel Ltd. | 45,811 | $3.86M | 1.78% | +7,150+18.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 45,279 | $3.82M | 0.01% | +45,279 | New |
| Ensign Peak Advisors, Inc | 44,229 | $3.75M | 0.01% | +1,500+3.5% | Added |
| Hillsdale Investment Management Inc. | 43,847 | $3.70M | 0.34% | +2,630+6.4% | Added |
| Assenagon Asset Management S.A. | 42,785 | $3.63M | 0.01% | +753+1.8% | Added |
| Crossmark Global Holdings, Inc. | 43,938 | $3.60M | 0.08% | +753+1.7% | Added |
| Envestnet Asset Management Inc | 41,457 | $3.50M | 0.00% | +6,071+17.2% | Added |
| Azimuth Capital Investment Management LLC | 40,395 | $3.41M | 0.17% | +425+1.1% | Added |
| D. E. Shaw & Co., Inc. | 37,564 | $3.17M | 0.01% | +800+2.2% | Added |
| Baird Financial Group, Inc. | 36,031 | $3.04M | 0.01% | +647+1.8% | Added |
| Canoe Financial LP | 35,105 | $2.96M | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 33,570 | $2.83M | 0.02% | +15,612+86.9% | Added |
| Advisor Group Holdings, Inc. | 33,453 | $2.82M | 0.00% | +5,260+18.7% | Added |
| Natixis Advisors, L.P. | 33,380 | $2.82M | 0.01% | +1,985+6.3% | Added |
| Metis Global Partners, LLC | 33,249 | $2.80M | 0.14% | +127+0.4% | Added |
| APG Asset Management N.V. | 23,675 | $2.71M | 0.01% | −2,400−9.2% | Reduced |
| HighTower Advisors, LLC | 31,418 | $2.65M | 0.00% | −40,163−56.1% | Reduced |
| Harvest Portfolios Group Inc. | 30,906 | $2.61M | 0.12% | +1,236+4.2% | Added |
| Silver Lake Advisory, LLC | 30,866 | $2.60M | 1.61% | −550−1.8% | Reduced |
| Ostrum Asset Management | 30,436 | $2.58M | 0.24% | −1,393−4.4% | Reduced |
| Westover Capital Advisors, LLC | 30,168 | $2.55M | 0.92% | −5,301−14.9% | Reduced |
| Shell Asset Management Co | 29,791 | $2.52M | 0.10% | −325−1.1% | Reduced |
| Creative Planning | 29,385 | $2.48M | 0.00% | +6,279+27.2% | Added |
| Squarepoint Ops LLC | 27,982 | $2.36M | 0.01% | +11,830+73.2% | Added |
| WoodTrust Financial Corp | 27,145 | $2.29M | 0.44% | −1,010−3.6% | Reduced |
| Murchinson Ltd. | 25,000 | $2.11M | 0.32% | +25,000 | New |
| Wolverine Trading, LLC | 24,735 | $2.09M | 0.02% | +22,236+889.8% | Added |
| Man Group plc | – | $2.07M | 0.01% | – | – |
| Maryland State Retirement & Pension System | 24,359 | $2.06M | 0.05% | +327+1.4% | Added |
| Mariner, LLC | 23,646 | $2.00M | 0.01% | +1,627+7.4% | Added |
| MML Investors Services, LLC | 23,424 | $1.98M | 0.01% | −1,196−4.9% | Reduced |
| US Bancorp | 23,370 | $1.97M | 0.00% | +1,881+8.8% | Added |
| Capital Group Private Client Services, Inc. | 23,279 | $1.96M | 0.02% | −10,395−30.9% | Reduced |
| Resources Management Corp | 22,874 | $1.93M | 0.31% | −60.0% | Reduced |
| Gries Financial LLC | 21,446 | $1.81M | 0.49% | −140−0.6% | Reduced |
| Wetherby Asset Management Inc | 20,485 | $1.73M | 0.10% | +1,441+7.6% | Added |
| Private Advisor Group, LLC | 20,332 | $1.72M | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 20,034 | $1.69M | 0.03% | −2,592−11.5% | Reduced |
| Truist Financial Corp | 19,965 | $1.68M | 0.00% | −438−2.1% | Reduced |
| Cumberland Partners Ltd | 19,903 | $1.68M | 0.16% | −430−2.1% | Reduced |
| CI Private Wealth, LLC | 18,885 | $1.59M | 0.00% | +7,697+68.8% | Added |
| Employees Provident Fund Board | 18,200 | $1.54M | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 17,148 | $1.45M | 0.03% | +1,129+7.0% | Added |
| NorthRock Partners, LLC | 16,685 | $1.41M | 0.15% | −146−0.9% | Reduced |
| Principal Financial Group Inc | 16,672 | $1.41M | 0.00% | −1,400−7.7% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.40M | 0.16% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 16,377 | $1.38M | 0.06% | +11,536+238.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,796 | $1.33M | 0.00% | −1,242−7.3% | Reduced |
| Janney Montgomery Scott LLC | 15,579 | $1.31M | 0.00% | −752−4.6% | Reduced |
| Acadian Asset Management LLC | 15,442 | $1.31M | 0.01% | +15,400+36,666.7% | Added |
| Pinnacle Associates Ltd | 15,000 | $1.27M | 0.02% | +4,900+48.5% | Added |
| Group One Trading, L.P. | 14,709 | $1.24M | 0.05% | +14,709 | New |
| Naples Global Advisors, LLC | 14,570 | $1.23M | 0.15% | −367−2.5% | Reduced |
| Foster & Motley Inc | 14,562 | $1.23M | 0.10% | −3,561−19.6% | Reduced |
| Associated Banc-Corp | 13,869 | $1.17M | 0.05% | −4,396−24.1% | Reduced |
| IFG Advisory, LLC | 13,778 | $1.16M | 0.10% | −204−1.5% | Reduced |
| Curbstone Financial Management Corp | 13,634 | $1.15M | 0.28% | −400−2.9% | Reduced |
| Cigna Investments Inc | 13,454 | $1.14M | 0.26% | +172+1.3% | Added |
| Walleye Trading LLC | 13,384 | $1.13M | 0.03% | −18,677−58.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,306 | $1.12M | 0.01% | +704+5.6% | Added |
| Unigestion Holding SA | 13,159 | $1.11M | 0.07% | 00.0% | Unchanged |
| Victory Capital Management Inc | 12,059 | $1.02M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,767 | $992.8K | 0.01% | +180+1.6% | Added |
| Davis-Rea Ltd. | 11,682 | $988.5K | 0.54% | −335−2.8% | Reduced |
| Advisor Partners II, LLC | 11,674 | $984.9K | 0.04% | +54+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 11,285 | $952.1K | 0.00% | −1,728−13.3% | Reduced |