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 |
|---|---|---|---|---|---|
| Blair William & Co | 11,252 | $949.3K | 0.00% | +1,719+18.0% | Added |
| First American Bank | 11,117 | $937.9K | 0.08% | −403−3.5% | Reduced |
| David Loasby | 11,616 | $932.0K | 0.10% | +115+1.0% | Added |
| Rodgers Brothers Inc. | 10,975 | $926.0K | 0.16% | +600+5.8% | Added |
| The PNC Financial Services Group, Inc. | 10,774 | $909.0K | 0.00% | +55+0.5% | Added |
| Guggenheim Capital LLC | 10,749 | $906.9K | 0.01% | −686−6.0% | Reduced |
| Cetera Advisor Networks LLC | 10,729 | $905.2K | 0.01% | +33+0.3% | Added |
| PEAK6 Investments LLC | 10,682 | $901.2K | 0.04% | +9,138+591.8% | Added |
| Texas Yale Capital Corp. | 10,648 | $898.4K | 0.04% | −1,175−9.9% | Reduced |
| Ativo Capital Management LLC | 10,538 | $889.1K | 1.00% | −99−0.9% | Reduced |
| Polar Asset Management Partners Inc. | 10,500 | $887.4K | 0.02% | +10,500 | New |
| Capital Fund Management S.A. | 10,484 | $884.5K | 0.01% | −2,300−18.0% | Reduced |
| D.A. Davidson & Co. | 10,228 | $863.0K | 0.01% | −127−1.2% | Reduced |
| Ignite Planners, LLC | 10,625 | $858.8K | 0.26% | +10,625 | New |
| Probity Advisors, Inc. | 9,948 | $839.3K | 0.19% | +395+4.1% | Added |
| Smithfield Trust Co | 9,766 | $824.0K | 0.05% | 00.0% | Unchanged |
| Capital World Investors | 9,749 | $822.4K | 0.00% | +128+1.3% | Added |
| Ashton Thomas Private Wealth, LLC | 9,640 | $813.3K | 0.06% | +136+1.4% | Added |
| JustInvest LLC | 9,504 | $801.9K | 0.02% | +1,847+24.1% | Added |
| Cresset Asset Management, LLC | 9,356 | $789.3K | 0.01% | −135−1.4% | Reduced |
| Pegasus Partners Ltd. | 9,225 | $778.3K | 0.11% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,009 | $760.0K | 0.00% | +757+9.2% | Added |
| Mairs & Power Inc | 9,000 | $759.3K | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 8,979 | $757.6K | 0.04% | −950−9.6% | Reduced |
| Ritholtz Wealth Management | 8,956 | $755.6K | 0.03% | −3,528−28.3% | Reduced |
| State Street Corp | 8,912 | $751.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,877 | $749.0K | 0.02% | +2,215+33.2% | Added |
| Crescent Grove Advisors, LLC | 8,654 | $730.1K | 0.09% | +52+0.6% | Added |
| Berger Financial Group, Inc | 8,531 | $719.8K | 0.08% | −170−2.0% | Reduced |
| FORA Capital, LLC | 8,491 | $716.4K | 0.06% | +8,491 | New |
| ICA Group Wealth Management, LLC | 8,450 | $712.9K | 0.20% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 8,400 | $710.1K | 0.00% | +3,688+78.3% | Added |
| Kestra Advisory Services, LLC | 8,319 | $701.9K | 0.01% | +1,778+27.2% | Added |
| JCIC Asset Management Inc. | 8,272 | $698.1K | 0.35% | −25,701−75.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,229 | $694.3K | 0.19% | −75−0.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,945 | $679.9K | 0.01% | −1,603−16.8% | Reduced |
| Zacks Investment Management | 7,726 | $651.9K | 0.01% | +2,738+54.9% | Added |
| DSM Capital Partners LLC | 7,630 | $645.4K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 7,492 | $632.1K | 0.02% | +7,492 | New |
| Veriti Management LLC | 7,358 | $620.8K | 0.07% | +23+0.3% | Added |
| NBC Securities, Inc. | 7,147 | $602.0K | 0.07% | +7,147 | New |
| UniSuper Management Pty Ltd | 5,200 | $595.8K | 0.01% | +200+4.0% | Added |
| Ti-Trust, Inc | 6,692 | $564.6K | 0.54% | 00.0% | Unchanged |
| STRS Ohio | 6,624 | $561.0K | 0.00% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 6,574 | $554.0K | 0.06% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,496 | $548.1K | 0.00% | +366+6.0% | Added |
| Dixon Mitchell Investment Counsel Inc. | 6,440 | $545.8K | 0.03% | +2,121+49.1% | Added |
| Forum Financial Management, LP | 6,354 | $536.1K | 0.01% | −974−13.3% | Reduced |
| Burney Co | 6,302 | $531.7K | 0.02% | +85+1.4% | Added |
| Glenmede Trust Co NA | 6,243 | $526.7K | 0.00% | +3,929+169.8% | Added |
| Nwam LLC | 6,132 | $517.4K | 0.05% | −114−1.8% | Reduced |
| Busey Wealth Management | 6,100 | $514.7K | 0.02% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 6,094 | $514.2K | 0.38% | −33−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 6,074 | $512.5K | 0.02% | −2,859−32.0% | Reduced |
| Oppenheimer & Co Inc | 5,971 | $503.8K | 0.01% | +314+5.6% | Added |
| Beacon Financial Group | 5,797 | $499.0K | 0.07% | −393−6.3% | Reduced |
| MQS Management LLC | 5,742 | $484.5K | 0.30% | +5,742 | New |
| Dorsey & Whitney Trust CO LLC | 5,623 | $474.4K | 0.04% | +88+1.6% | Added |
| Quantbot Technologies LP | 5,404 | $455.9K | 0.03% | +5,404 | New |
| Syon Capital LLC | 5,377 | $453.7K | 0.06% | +5,377 | New |
| Goldstein Advisors, LLC | 5,289 | $446.2K | 0.09% | +5,289 | New |
| Financial Counselors Inc | 5,275 | $445.1K | 0.01% | −2,299−30.4% | Reduced |
| Gulf International Bank (UK) Ltd | 5,223 | $440.0K | 0.01% | −950−15.4% | Reduced |
| 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 |
| Pathstone Family Office, LLC | 5,086 | $436.9K | 0.00% | +1,684+49.5% | Added |
| Patten Group, Inc. | 5,172 | $436.4K | 0.13% | 00.0% | Unchanged |
| Gradient Investments LLC | 5,110 | $431.1K | 0.01% | +181+3.7% | Added |
| Millennium Management LLC | 5,094 | $429.8K | 0.00% | −10,223−66.7% | Reduced |
| Ibex Wealth Advisors | 5,029 | $424.0K | 0.11% | +5,029 | New |
| Integrated Wealth Concepts LLC | 4,830 | $407.5K | 0.01% | −29−0.6% | Reduced |
| Archford Capital Strategies, LLC | 4,776 | $402.9K | 0.08% | −239−4.8% | Reduced |
| Prudential Financial Inc | 4,770 | $402.4K | 0.00% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 4,600 | $388.1K | 0.20% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 4,540 | $384.8K | 0.04% | +4,540 | New |
| Credit Agricole S A | 4,490 | $378.8K | 0.01% | +10+0.2% | Added |
| Rowland & Co Investment Counsel | 4,476 | $377.6K | 0.09% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,473 | $377.4K | 0.05% | +20+0.4% | Added |
| Silverlake Wealth Management LLC | 4,442 | $374.8K | 0.21% | +5+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 4,415 | $372.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,380 | $370.0K | 0.01% | +70+1.6% | Added |
| Tradition Wealth Management, LLC | 4,373 | $369.0K | 0.04% | −177−3.9% | Reduced |
| Kowal Investment Group, LLC | 4,343 | $366.4K | 0.10% | +4,343 | New |
| Cary Street Partner Investment Advisory LLC | 4,300 | $362.8K | 0.02% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,280 | $361.1K | 0.08% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 3,087 | $353.7K | 0.00% | −143−4.4% | Reduced |
| Great Valley Advisor Group, Inc. | 4,152 | $350.3K | 0.01% | +67+1.6% | Added |
| Sequoia Financial Advisors, LLC | 4,132 | $348.6K | 0.01% | +1,305+46.2% | Added |
| Trust Co of Vermont | 4,118 | $347.4K | 0.02% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,105 | $346.0K | 0.09% | +306+8.1% | Added |
| First Affirmative Financial Network | 4,087 | $344.8K | 0.34% | +769+23.2% | Added |
| Intrua Financial, LLC | 4,067 | $343.1K | 0.06% | −379−8.5% | Reduced |
| Commerce Bank | 4,037 | $340.6K | 0.00% | −18−0.4% | 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 |
| Pacifica Partners Inc. | 4,065 | $327.6K | 0.18% | −602−12.9% | Reduced |
| Johnson Investment Counsel Inc | 3,748 | $316.2K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 3,730 | $314.7K | 0.00% | −2,232−37.4% | Reduced |
| Swiss Life Asset Management Ltd | 3,686 | $312.1K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 3,687 | $311.1K | 0.07% | +239+6.9% | Added |