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 |
|---|---|---|---|---|---|
| Tobam | 1,355 | $135.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $138.5K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,500 | $148.4K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,740 | $163.9K | 0.04% | +1,740 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,677 | $165.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,689 | $167.1K | 0.01% | +246+17.0% | Added |
| Desjardins Global Asset Management Inc. | 1,754 | $174.4K | 0.02% | −2,786−61.4% | Reduced |
| Tacita Capital Inc | 2,031 | $201.6K | 0.15% | +36+1.8% | Added |
| SNS Financial Group, LLC | 2,057 | $203.5K | 0.02% | +2,057 | New |
| Wrapmanager Inc | 2,058 | $203.6K | 0.06% | −493−19.3% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $205.3K | 0.06% | +2,075 | New |
| Glenmede Trust Co NA | 2,076 | $205.4K | 0.00% | −4,167−66.7% | Reduced |
| RMB Capital Management, LLC | 2,079 | $205.7K | 0.01% | +2,079 | New |
| Firestone Capital Management | 2,100 | $207.8K | 0.06% | +2,100 | New |
| Patrick M Sweeney & Associates, Inc | 2,100 | $207.8K | 0.19% | +2,100 | New |
| Independent Financial Group, LLC | 2,156 | $213.3K | 0.01% | −310−12.6% | Reduced |
| Investors Research Corp | 2,157 | $213.4K | 0.05% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 2,225 | $213.8K | 0.03% | +2,225 | New |
| Checchi Capital Advisers, LLC | 2,175 | $215.2K | 0.02% | −1,002−31.5% | Reduced |
| Bogart Wealth, LLC | 2,202 | $217.9K | 0.01% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,220 | $219.6K | 0.06% | +2,220 | New |
| Davenport & Co LLC | 2,252 | $222.8K | 0.00% | +2,252 | New |
| Atria Wealth Solutions, Inc. | 2,277 | $225.3K | 0.00% | +2,277 | New |
| Bessemer Group Inc | 2,286 | $227.0K | 0.00% | −408−15.1% | Reduced |
| Trifecta Capital Advisors, LLC | 2,299 | $227.5K | 0.06% | 00.0% | Unchanged |
| Cetera Advisors LLC | 2,308 | $228.4K | 0.00% | +2,308 | New |
| HighPoint Advisor Group LLC | 2,397 | $229.0K | 0.02% | +2,397 | New |
| Landaas & Co | 2,326 | $230.0K | 0.09% | +2,326 | New |
| Annex Advisory Services, LLC | 2,325 | $230.0K | 0.01% | +2,325 | New |
| Patten & Patten Inc | 2,328 | $230.3K | 0.02% | −455−16.3% | Reduced |
| Focus Financial Network Inc | 2,328 | $230.3K | 0.01% | +2,328 | New |
| Westwood Holdings Group Inc. | 2,336 | $231.0K | 0.00% | +2,336 | New |
| Parallel Advisors, LLC | 2,341 | $231.7K | 0.01% | +67+2.9% | Added |
| Henshaw Capital LLC | 2,391 | $236.6K | 0.01% | +2,391 | New |
| Avantax Advisory Services, Inc. | 2,418 | $239.2K | 0.00% | +2,418 | New |
| Wealth Alliance | 2,424 | $239.8K | 0.03% | +2,424 | New |
| Beverly Hills Private Wealth, LLC | 2,448 | $242.2K | 0.06% | −575−19.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,456 | $243.0K | 0.00% | −1,067−30.3% | Reduced |
| Lindbrook Capital, LLC | 2,474 | $244.8K | 0.02% | +287+13.1% | Added |
| KPP Advisory Services LLC | 2,487 | $246.1K | 0.22% | +2,487 | New |
| Ameritas Advisory Services, LLC | 2,614 | $247.0K | 0.01% | +2,614 | New |
| CVA Family Office, LLC | 2,513 | $248.6K | 0.05% | −10−0.4% | Reduced |
| North Star Investment Management Corp. | 2,514 | $248.8K | 0.02% | −40−1.6% | Reduced |
| Fifth Third Bancorp | 2,599 | $257.1K | 0.00% | +168+6.9% | Added |
| Stevens Capital Management LP | 2,604 | $258.0K | 0.06% | +2,604 | New |
| Fielder Capital Group LLC | 2,643 | $261.5K | 0.16% | +2,643 | New |
| Ballentine Partners, LLC | 2,660 | $263.2K | 0.01% | −147−5.2% | Reduced |
| Valeo Financial Advisors, LLC | 2,661 | $263.3K | 0.01% | −210−7.3% | Reduced |
| Archetype Wealth Partners | 2,672 | $264.0K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,758 | $272.9K | 0.03% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 2,758 | $272.9K | 0.08% | +2,758 | New |
| Independent Advisor Alliance | 2,769 | $274.0K | 0.01% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,771 | $274.2K | 0.15% | −7−0.3% | Reduced |
| Southland Equity Partners LLC | 2,772 | $274.3K | 0.09% | +50+1.8% | Added |
| Magnus Financial Group LLC | 2,857 | $282.7K | 0.04% | 00.0% | Unchanged |
| AJOVista, LLC | 2,900 | $286.9K | 0.36% | +2,900 | New |
| Enterprise Bank & Trust Co | 2,920 | $288.9K | 0.10% | 00.0% | Unchanged |
| Park National Corp | 2,935 | $290.4K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,953 | $292.0K | 0.03% | −1,420−32.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,955 | $292.4K | 0.01% | +2,955 | New |
| Diversified Trust Co | 2,959 | $292.8K | 0.01% | −93−3.0% | Reduced |
| Thompson Investment Management, Inc. | 2,979 | $294.7K | 0.05% | −98−3.2% | Reduced |
| Cobblestone Capital Advisors LLC | 3,000 | $296.8K | 0.02% | +3,000 | New |
| Chiron Capital Management, LLC | 3,000 | $296.8K | 0.26% | +3,000 | New |
| Wintrust Investments LLC | 3,004 | $297.0K | 0.03% | +3,004 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $300.3K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,052 | $302.0K | 0.01% | −87−2.8% | Reduced |
| Brown Brothers Harriman & Co | 3,079 | $304.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,095 | $306.2K | 0.00% | −265−7.9% | Reduced |
| Sequoia Financial Advisors, LLC | 3,102 | $306.9K | 0.00% | −1,030−24.9% | Reduced |
| 180 Wealth Advisors, LLC | 3,137 | $307.1K | 0.06% | −550−14.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,107 | $307.4K | 0.00% | +3,107 | New |
| Schechter Investment Advisors, LLC | 3,161 | $312.8K | 0.03% | +116+3.8% | Added |
| Oarsman Capital, Inc. | 3,179 | $314.5K | 0.08% | +100+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 3,215 | $318.1K | 0.00% | −1,200−27.2% | Reduced |
| Thrivent Financial for Lutherans | 3,265 | $323.0K | 0.00% | +3,265 | New |
| Pinebridge Investments, L.P. | 2,509 | $329.0K | 0.00% | −578−18.7% | Reduced |
| Doliver Advisors, LP | 3,331 | $329.6K | 0.10% | −27−0.8% | Reduced |
| Captrust Financial Advisors | 3,363 | $332.7K | 0.00% | +58+1.8% | Added |
| Cozad Asset Management Inc | 3,369 | $333.3K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,495 | $345.8K | 0.07% | +437+14.3% | Added |
| Puzo Michael J | 3,500 | $346.3K | 0.11% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 4,130 | $351.4K | 0.17% | +65+1.6% | Added |
| Jamison Private Wealth Management, Inc. | 3,558 | $352.0K | 0.07% | −117−3.2% | Reduced |
| PDS Planning, Inc | 3,583 | $354.5K | 0.04% | +669+23.0% | Added |
| Trust Co of Vermont | 3,598 | $356.0K | 0.02% | −520−12.6% | Reduced |
| Brighton Jones LLC | 3,602 | $356.3K | 0.02% | +75+2.1% | Added |
| KLCM Advisors, Inc. | 3,663 | $362.4K | 0.06% | +45+1.2% | Added |
| Qtron Investments LLC | 3,658 | $363.7K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,700 | $366.1K | 0.02% | −600−14.0% | Reduced |
| Quantinno Capital Management LP | 3,731 | $369.0K | 0.01% | −12,646−77.2% | Reduced |
| Johnson Investment Counsel Inc | 3,780 | $374.0K | 0.00% | +32+0.9% | Added |
| Camden Capital, LLC | 3,850 | $380.9K | 0.04% | +3,850 | New |
| Harbour Investments, Inc. | 3,885 | $384.4K | 0.02% | +562+16.9% | Added |
| D. E. Shaw & Co., Inc. | 3,900 | $385.8K | 0.00% | −33,664−89.6% | Reduced |
| First Affirmative Financial Network | 3,928 | $388.6K | 0.31% | −159−3.9% | Reduced |
| Boltwood Capital Management | 4,000 | $395.8K | 0.13% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 4,000 | $395.8K | 0.22% | 00.0% | Unchanged |
| Commerce Bank | 4,003 | $396.1K | 0.00% | −34−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 3,976 | $400.2K | 0.00% | +290+7.9% | Added |