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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 333 | $28.1K | 0.00% | +219+192.1% | Added |
| Hexagon Capital Partners LLC | 323 | $27.3K | 0.01% | −21−6.1% | Reduced |
| Zions Bancorporation, N.A. | 313 | $26.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 342 | $25.8K | 0.00% | +154+81.9% | Added |
| Banque Cantonale Vaudoise | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 258 | $21.8K | 0.01% | +110+74.3% | Added |
| WFA of San Diego, LLC | 250 | $21.1K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 240 | $20.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 228 | $19.2K | 0.01% | +161+240.3% | Added |
| Harvest Fund Management Co., Ltd | 224 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 213 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 184 | $16.0K | 0.00% | +2+1.1% | Added |
| GWM Advisors LLC | 184 | $15.5K | 0.00% | +1+0.5% | Added |
| WFA Asset Management Corp | 181 | $15.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 190 | $15.3K | 0.00% | +2+1.1% | Added |
| Cutler Group LP | 173 | $14.0K | 0.00% | +100+137.0% | Added |
| McIlrath & Eck, LLC | 160 | $13.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $11.6K | 0.00% | −62−31.2% | Reduced |
| Studio Investment Management LLC | 130 | $11.0K | 0.00% | +130 | New |
| Assetmark, Inc | 127 | $10.7K | 0.00% | −5,069−97.6% | Reduced |
| Tradewinds Capital Management, LLC | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $10.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 116 | $9.80K | 0.00% | +1+0.9% | Added |
| Earnest Partners LLC | 81 | $9.28K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $8.44K | 0.00% | −339−77.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.44K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $8.44K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 100 | $8.16K | 0.00% | +100 | New |
| Exchange Traded Concepts, LLC | 96 | $8.10K | 0.00% | +12+14.3% | Added |
| City State Bank | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 83 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 73 | $6.16K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 60 | $5.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $4.60K | 0.00% | +1+1.9% | Added |
| IFP Advisors, Inc | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 57 | $4.00K | 0.00% | +19+50.0% | Added |
| Financial Perspectives, Inc | 44 | $3.75K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $3.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 39 | $3.29K | 0.00% | +26+200.0% | Added |
| Sugarloaf Wealth Management, LLC | 33 | $2.78K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $2.70K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.36K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $506 | 0.00% | +6 | New |
| Moisand Fitzgerald Tamayo, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $28 | 0.00% | 0 | New |
| Quilter Plc | 4,782 | – | – | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −1,150,200−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −196,906−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −150,626−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −113,064−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −101,360−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −29,773−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −15,671−100.0% | Sold out |
| Mainstay Capital Management LLC | 0 | $0 | 0.00% | −15,080−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −8,753−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −8,739−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,295−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −7,984−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,912−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,840−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,659−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −5,942−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5,153−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,052−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −3,844−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −2,359−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| Landaas & Co | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| REDW Wealth LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Brown Shipley& Co Ltd | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Icon Wealth Partners, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| LFA - Lugano Financial Advisors SA | 0 | $0 | 0.00% | −500−100.0% | Sold out |