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, Q4 2023
Institutional positions in Bank of Montreal as of Dec 31, 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
- 489
- +37 vs. Q3 2023
- Shares held
- 341.5M
- +6.68M (+2.0%) vs. Q3 2023
- Total value
- $33.9B
- +$5.56B (+19.6%) vs. Q3 2023
- New holders
- 77
- 148 more added
- Sold out
- 40
- 172 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $51 | 0.00% | 0 | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 3 | $332 | 0.07% | −5,026−99.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5 | $495 | 0.00% | +5 | New |
| Baystate Wealth Management LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $2.28K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.77K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $3.17K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 34 | $3.36K | 0.00% | +34 | New |
| Motco | 40 | $3.96K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.96K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 44 | $4.35K | 0.00% | −52−54.2% | Reduced |
| Financial Perspectives, Inc | 45 | $4.45K | 0.00% | +1+2.3% | Added |
| IFP Advisors, Inc | 50 | $4.95K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 60 | $5.00K | 0.00% | +3+5.3% | Added |
| Creative Financial Designs Inc | 55 | $5.47K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 60 | $5.94K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 71 | $7.03K | 0.01% | +71 | New |
| Private Ocean, LLC | 73 | $7.22K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 75 | $7.42K | 0.01% | +75 | New |
| BNP Paribas Arbitrage, SA | 83 | $8.21K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 96 | $9.52K | 0.00% | +96 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.89K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $9.89K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 110 | $10.9K | 0.00% | +110 | New |
| MCF Advisors LLC | 110 | $10.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 115 | $11.4K | 0.00% | −12−9.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 115 | $11.4K | 0.00% | −5−4.2% | Reduced |
| Silicon Valley Capital Partners | 117 | $11.6K | 0.00% | +1+0.9% | Added |
| Daiwa Securities Group Inc. | 120 | $12.0K | 0.00% | −130−52.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $12.4K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $14.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 158 | $15.6K | 0.00% | +158 | New |
| McIlrath & Eck, LLC | 160 | $15.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $15.9K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 181 | $17.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 182 | $18.0K | 0.02% | +182 | New |
| Atlas Capital Advisors LLC | 190 | $18.8K | 0.00% | −149−44.0% | Reduced |
| Financial Management Professionals, Inc. | 193 | $19.0K | 0.00% | +9+4.9% | Added |
| JFS Wealth Advisors, LLC | 194 | $19.2K | 0.00% | +57+41.6% | Added |
| Rothschild Investment LLC | 200 | $19.8K | 0.00% | +200 | New |
| GWM Advisors LLC | 208 | $20.6K | 0.00% | +24+13.0% | Added |
| Financial Avengers, Inc. | 213 | $21.1K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 240 | $23.7K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 262 | $25.9K | 0.01% | +4+1.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $26.7K | 0.01% | +270 | New |
| Cutler Group LP | 309 | $30.0K | 0.00% | +136+78.6% | Added |
| Zions Bancorporation, N.A. | 310 | $30.7K | 0.00% | −3−1.0% | Reduced |
| Principal Securities, Inc. | 338 | $33.4K | 0.00% | +338 | New |
| Compagnie Lombard Odier SCmA | 340 | $33.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 342 | $33.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $34.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 429 | $36.0K | 0.00% | +48+12.6% | Added |
| Glassman Wealth Services | 370 | $36.6K | 0.01% | −179−32.6% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $39.6K | 0.01% | +400 | New |
| Cullen/Frost Bankers, Inc. | 417 | $41.3K | 0.00% | +405+3,375.0% | Added |
| Headlands Technologies LLC | 443 | $43.8K | 0.01% | +443 | New |
| Massmutual Trust Co FSB | 451 | $44.6K | 0.00% | −2−0.4% | Reduced |
| Capital Analysts, LLC | 457 | $45.0K | 0.00% | +4+0.9% | Added |
| EverSource Wealth Advisors, LLC | 463 | $45.8K | 0.00% | +130+39.0% | Added |
| IAG Wealth Partners, LLC | 496 | $49.1K | 0.01% | +268+117.5% | Added |
| First Manhattan Co | 500 | $49.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 527 | $49.8K | 0.00% | +337+177.4% | Added |
| Grove Bank & Trust | 510 | $50.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 554 | $54.8K | 0.01% | +231+71.5% | Added |
| Private Trust Co NA | 598 | $59.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $59.4K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 600 | $59.4K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 600 | $59.4K | 0.02% | +600 | New |
| CWM, LLC | 678 | $67.0K | 0.00% | −421−38.3% | Reduced |
| Farther Finance Advisors, LLC | 683 | $67.6K | 0.00% | +683 | New |
| McGlone Suttner Wealth Management, Inc. | 775 | $76.6K | 0.02% | +775 | New |
| Bray Capital Advisors | 800 | $79.2K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 803 | $79.4K | 0.04% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 819 | $82.3K | 0.00% | +426+108.4% | Added |
| JJJ Advisors Inc. | 861 | $85.2K | 0.02% | −29−3.3% | Reduced |
| Huntington National Bank | 891 | $88.2K | 0.00% | −250−21.9% | Reduced |
| Whittier Trust Co | 926 | $91.6K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 933 | $92.3K | 0.04% | +10+1.1% | Added |
| BKM Wealth Management, LLC | 942 | $93.2K | 0.04% | +942 | New |
| Blue Bell Private Wealth Management, LLC | 960 | $95.0K | 0.02% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 973 | $96.3K | 0.03% | +973 | New |
| Iron Horse Wealth Management, LLC | 980 | $97.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 990 | $98.0K | 0.00% | +990 | New |
| Rhumbline Advisers | 995 | $98.4K | 0.00% | −100−9.1% | Reduced |
| Tompkins Financial Corp | 1,000 | $98.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $98.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $98.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $98.9K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,013 | $100.2K | 0.01% | +1,013 | New |
| Central Trust Co | 1,030 | $101.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,088 | $107.6K | 0.02% | +1,088 | New |
| Caldwell Sutter Capital, Inc. | 1,154 | $114.2K | 0.06% | +11+1.0% | Added |
| Allworth Financial LP | 1,321 | $130.7K | 0.00% | +11+0.8% | Added |
| Bartlett & Co. LLC | 1,330 | $131.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $131.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,342 | $133.0K | 0.00% | −14,100−91.3% | Reduced |