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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 458 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ3 2023: $28.3B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2023.

Institutions holding BMO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Jamison Private Wealth Management, Inc.3,675$310.1K0.06%+3,675New
Qtron Investments LLC3,658$310.0K0.06%−196−5.1%Reduced
NBT Bank N A3,625$305.8K0.03%+3,625New
KLCM Advisors, Inc.3,618$305.3K0.06%00.0%Unchanged
Brighton Jones LLC3,527$297.6K0.02%+140+4.1%Added
Steward Partners Investment Advisory, LLC3,523$297.2K0.00%+852+31.9%Added
Evergreen Capital Management LLC3,504$295.6K0.01%−1,048−23.0%Reduced
Puzo Michael J3,500$295.3K0.10%00.0%Unchanged
Axq Capital, LP3,395$286.4K0.10%+3,395New
Cozad Asset Management Inc3,369$284.2K0.04%+262+8.4%Added
Cetera Investment Advisers3,360$283.4K0.00%−805−19.3%Reduced
Doliver Advisors, LP3,358$283.3K0.09%−186−5.2%Reduced
Harbour Investments, Inc.3,323$280.4K0.01%−2,074−38.4%Reduced
Captrust Financial Advisors3,305$278.8K0.00%−476−12.6%Reduced
Checchi Capital Advisers, LLC3,177$268.0K0.02%+141+4.6%Added
Prospera Financial Services Inc3,139$264.8K0.01%+3,139New
Barclays PLC3,092$260.9K0.00%−1,631−34.5%Reduced
Brown Brothers Harriman & Co3,079$259.8K0.00%00.0%Unchanged
Oarsman Capital, Inc.3,079$259.8K0.11%00.0%Unchanged
Thompson Investment Management, Inc.3,077$259.6K0.05%−20−0.6%Reduced
Vise Technologies, Inc.3,058$258.0K0.06%−365−10.7%Reduced
Diversified Trust Co3,052$257.5K0.01%+79+2.7%Added
Schechter Investment Advisors, LLC3,045$256.9K0.02%+3,045New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,035$256.1K0.06%00.0%Unchanged
Beverly Hills Private Wealth, LLC3,023$255.1K0.08%−2,970−49.6%Reduced
Park National Corp2,935$247.6K0.01%+200+7.3%Added
Enterprise Bank & Trust Co2,920$246.4K0.10%00.0%Unchanged
PDS Planning, Inc2,914$245.9K0.03%−13−0.4%Reduced
Innovis Asset Management LLC2,881$243.1K0.09%+41+1.4%Added
Harbour Capital Advisors, LLC2,880$243.0K0.07%−50−1.7%Reduced
Valeo Financial Advisors, LLC2,871$242.2K0.01%+35+1.2%Added
Magnus Financial Group LLC2,857$241.0K0.04%00.0%Unchanged
Ballentine Partners, LLC2,807$236.8K0.01%+179+6.8%Added
Patten & Patten Inc2,783$234.8K0.02%00.0%Unchanged
Five Oceans Advisors2,778$234.4K0.15%+7+0.3%Added
Independent Advisor Alliance2,769$233.6K0.01%−7−0.3%Reduced
Smith, Moore & Co.2,758$232.7K0.03%+100+3.8%Added
Southland Equity Partners LLC2,722$229.6K0.08%+10+0.4%Added
Bessemer Group Inc2,694$229.0K0.00%−112−4.0%Reduced
Knights of Columbus Asset Advisors LLC2,713$228.9K0.02%+143+5.6%Added
Archetype Wealth Partners2,672$225.0K0.05%−100−3.6%Reduced
West Family Investments, Inc.2,654$223.9K0.08%+2,654New
North Star Investment Management Corp.2,554$215.5K0.02%+2+0.1%Added
Wrapmanager Inc2,551$215.2K0.07%+275+12.1%Added
CVA Family Office, LLC2,523$212.9K0.05%+23+0.9%Added
Independent Financial Group, LLC2,466$208.1K0.01%+2,466New
Fifth Third Bancorp2,431$205.1K0.00%−5,844−70.6%Reduced
Trifecta Capital Advisors, LLC2,299$194.0K0.06%+180+8.5%Added
Parallel Advisors, LLC2,274$191.9K0.01%+119+5.5%Added
Bogart Wealth, LLC2,202$185.8K0.01%−13−0.6%Reduced
Lindbrook Capital, LLC2,187$184.5K0.02%+21+1.0%Added
Investors Research Corp2,157$182.0K0.05%00.0%Unchanged
Swedbank AB2,096$176.8K0.00%+2,096New
Tacita Capital Inc1,995$168.8K0.13%−3,920−66.3%Reduced
Operose Advisors LLC1,759$148.4K0.06%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,677$141.5K0.01%00.0%Unchanged
Caldwell Trust Co1,500$126.6K0.02%00.0%Unchanged
Quadrant Capital Group LLC1,443$121.7K0.01%−471−24.6%Reduced
Webster Bank, N. A.1,400$118.1K0.02%00.0%Unchanged
Tobam1,355$115.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,330$112.2K0.00%00.0%Unchanged
Bartlett & Co. LLC1,330$112.0K0.00%00.0%Unchanged
Allworth Financial LP1,310$110.5K0.00%+10+0.8%Added
Milestone Investment Advisors LLC1,277$107.7K0.03%+1,277New
ING Groep NV1,250$105.5K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.1,143$96.4K0.05%−7−0.6%Reduced
Huntington National Bank1,141$96.3K0.00%−584−33.9%Reduced
CWM, LLC1,099$93.0K0.00%+335+43.8%Added
Rhumbline Advisers1,095$92.4K0.00%+145+15.3%Added
Central Trust Co1,030$86.9K0.00%00.0%Unchanged
Tompkins Financial Corp1,000$84.4K0.01%00.0%Unchanged
Washington Trust Co1,000$84.4K0.00%00.0%Unchanged
AdvisorNet Financial, Inc1,000$84.4K0.01%00.0%Unchanged
JNBA Financial Advisors1,000$84.4K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC980$82.7K0.04%00.0%Unchanged
Blue Bell Private Wealth Management, LLC960$81.0K0.02%00.0%Unchanged
Whittier Trust Co926$78.1K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC923$77.9K0.03%+923New
JJJ Advisors Inc.890$75.1K0.02%−49−5.2%Reduced
DHJJ Financial Advisors, Ltd.803$67.8K0.03%+803New
Bray Capital Advisors800$67.5K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.667$56.3K0.01%−34−4.9%Reduced
Princeton Global Asset Management LLC600$50.6K0.01%00.0%Unchanged
Compass Wealth Management LLC600$50.6K0.02%00.0%Unchanged
Private Trust Co NA598$50.5K0.01%00.0%Unchanged
Glassman Wealth Services549$46.3K0.01%+21+4.0%Added
Lincluden Management Ltd554$46.0K0.01%−42−7.0%Reduced
Crewe Advisors LLC515$43.5K0.01%+200+63.5%Added
Grove Bank & Trust510$43.0K0.01%00.0%Unchanged
First Manhattan Co500$42.2K0.00%+500New
Johnson Financial Group, Inc.472$39.8K0.00%−2,016−81.0%Reduced
Massmutual Trust Co FSB453$38.2K0.00%+205+82.7%Added
Capital Analysts, LLC453$38.0K0.00%+3+0.7%Added
Ravenstone Capital Management Inc.440$37.2K0.03%00.0%Unchanged
Ronald Blue Trust, Inc.381$34.0K0.00%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd393$33.3K0.00%+393New
Johnson Midwest Financial, LLC367$31.0K0.07%+1+0.3%Added
Winch Advisory Services, LLC350$30.0K0.01%00.0%Unchanged
Compagnie Lombard Odier SCmA340$28.8K0.00%+340New
Atlas Capital Advisors LLC339$28.6K0.00%−2,302−87.2%Reduced