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 |
|---|---|---|---|---|---|
| Ellenbecker Investment Group | 4,105 | $406.0K | 0.09% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,153 | $410.9K | 0.01% | +10.0% | Added |
| Pensionmark Financial Group, LLC | 4,189 | $414.5K | 0.05% | +4,189 | New |
| Gulf International Bank (UK) Ltd | 4,203 | $416.0K | 0.01% | −1,020−19.5% | Reduced |
| XTX Topco Ltd | 4,286 | $424.1K | 0.09% | +4,286 | New |
| Biltmore Family Office, LLC | 4,334 | $428.8K | 0.09% | +54+1.3% | Added |
| David R. Rahn & Associates Inc. | 4,350 | $430.4K | 0.18% | −250−5.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,445 | $439.8K | 0.05% | −28−0.6% | Reduced |
| Rowland & Co Investment Counsel | 4,476 | $442.9K | 0.10% | 00.0% | Unchanged |
| Credit Agricole S A | 4,490 | $444.2K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,547 | $450.0K | 0.01% | +167+3.8% | Added |
| Bayesian Capital Management, LP | 4,563 | $451.5K | 0.05% | +4,563 | New |
| Operose Advisors LLC | 4,578 | $452.9K | 0.18% | +2,819+160.3% | Added |
| Baskin Financial Services Inc. | 4,587 | $454.0K | 0.04% | −1,987−30.2% | Reduced |
| Brinker Capital Investments, LLC | 4,678 | $461.4K | 0.01% | −536−10.3% | Reduced |
| Orion Portfolio Solutions, LLC | 4,678 | $461.4K | 0.01% | −536−10.3% | Reduced |
| Prudential Financial Inc | 4,770 | $471.9K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 4,866 | $481.4K | 0.01% | +36+0.7% | Added |
| Intrua Financial, LLC | 4,921 | $486.9K | 0.08% | +854+21.0% | Added |
| Patten Group, Inc. | 4,984 | $493.1K | 0.13% | −188−3.6% | Reduced |
| Zacks Investment Management | 4,988 | $493.5K | 0.01% | −2,738−35.4% | Reduced |
| Silverlake Wealth Management LLC | 5,022 | $496.9K | 0.27% | +580+13.1% | Added |
| Nwam LLC | 5,136 | $508.1K | 0.04% | −996−16.2% | Reduced |
| Financial Counselors Inc | 5,275 | $521.9K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 5,302 | $525.0K | 0.04% | +5,302 | New |
| Evergreen Capital Management LLC | 5,382 | $532.5K | 0.02% | +1,878+53.6% | Added |
| Forum Financial Management, LP | 5,477 | $541.9K | 0.01% | −877−13.8% | Reduced |
| NBC Securities, Inc. | 5,613 | $555.0K | 0.06% | −1,534−21.5% | Reduced |
| Oppenheimer & Co Inc | 5,615 | $555.5K | 0.01% | −356−6.0% | Reduced |
| Group One Trading, L.P. | 5,647 | $558.7K | 0.02% | −9,062−61.6% | Reduced |
| Beacon Financial Group | 5,706 | $564.6K | 0.07% | −91−1.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,739 | $567.8K | 0.04% | +116+2.1% | Added |
| Busey Wealth Management | 6,000 | $593.6K | 0.02% | −100−1.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,062 | $599.8K | 0.01% | −12−0.2% | Reduced |
| Gradient Investments LLC | 6,161 | $609.6K | 0.01% | +1,051+20.6% | Added |
| Engineers Gate Manager LP | 6,163 | $614.6K | 0.02% | +6,163 | New |
| Syon Capital LLC | 6,269 | $620.3K | 0.06% | +892+16.6% | Added |
| Burney Co | 6,369 | $630.2K | 0.03% | +67+1.1% | Added |
| Cerity Partners LLC | 6,459 | $639.1K | 0.00% | +6,459 | New |
| Harbour Trust & Investment Management Co | 6,526 | $645.7K | 0.09% | +6,526 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,613 | $652.3K | 0.01% | −1,332−16.8% | Reduced |
| Pacer Advisors, Inc. | 6,622 | $655.2K | 0.00% | +126+1.9% | Added |
| STRS Ohio | 6,624 | $658.0K | 0.00% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,692 | $662.1K | 0.58% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 6,762 | $679.5K | 0.04% | +322+5.0% | Added |
| UniSuper Management Pty Ltd | 5,200 | $681.8K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,080 | $700.5K | 0.04% | +1,676+31.0% | Added |
| MQS Management LLC | 7,107 | $703.2K | 0.39% | +1,365+23.8% | Added |
| Kestra Advisory Services, LLC | 7,220 | $714.4K | 0.01% | −1,099−13.2% | Reduced |
| AXA S.A. | 7,416 | $733.7K | 0.00% | −124,451−94.4% | Reduced |
| Jefferies Financial Group Inc. | 7,492 | $741.3K | 0.01% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 7,645 | $756.4K | 0.09% | −1,580−17.1% | Reduced |
| HRT Financial LP | 7,657 | $757.0K | 0.01% | +7,657 | New |
| Veriti Management LLC | 7,670 | $758.9K | 0.07% | +312+4.2% | Added |
| Foster & Motley Inc | 7,703 | $762.0K | 0.06% | −6,859−47.1% | Reduced |
| Signaturefd, LLC | 7,801 | $771.8K | 0.02% | −1,076−12.1% | Reduced |
| Crescent Grove Advisors, LLC | 7,849 | $776.6K | 0.09% | −805−9.3% | Reduced |
| CIBC Private Wealth Group, LLC | 7,900 | $781.6K | 0.00% | −500−6.0% | Reduced |
| Vaughan & Co Securities, Inc. | 8,082 | $799.6K | 0.54% | +1,988+32.6% | Added |
| Ipswich Investment Management Co., Inc. | 8,139 | $805.3K | 0.20% | −90−1.1% | Reduced |
| Berger Financial Group, Inc | 8,331 | $824.3K | 0.09% | −200−2.3% | Reduced |
| JustInvest LLC | 8,389 | $830.1K | 0.02% | −1,115−11.7% | Reduced |
| Ritholtz Wealth Management | 8,430 | $834.1K | 0.03% | −526−5.9% | Reduced |
| ICA Group Wealth Management, LLC | 8,450 | $836.0K | 0.19% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 8,428 | $838.0K | 0.25% | +8,428 | New |
| JCIC Asset Management Inc. | 8,495 | $841.0K | 0.38% | +223+2.7% | Added |
| Mercer Global Advisors Inc | 8,614 | $852.0K | 0.00% | −395−4.4% | Reduced |
| State Street Corp | 8,912 | $881.8K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 8,954 | $885.9K | 0.05% | −25−0.3% | Reduced |
| Mairs & Power Inc | 9,000 | $890.5K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 9,200 | $910.2K | 0.00% | +9,200 | New |
| Ashton Thomas Private Wealth, LLC | 9,287 | $918.9K | 0.06% | −353−3.7% | Reduced |
| First American Bank | 9,360 | $926.1K | 0.08% | −1,757−15.8% | Reduced |
| Cresset Asset Management, LLC | 9,538 | $943.7K | 0.01% | +182+1.9% | Added |
| Davis-Rea Ltd. | 9,534 | $946.4K | 0.48% | −2,148−18.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $949.9K | 0.00% | +9,500 | New |
| Ignite Planners, LLC | 9,767 | $956.1K | 0.28% | −858−8.1% | Reduced |
| Capital World Investors | 9,749 | $964.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,766 | $966.0K | 0.05% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 9,787 | $968.3K | 0.21% | −161−1.6% | Reduced |
| David Loasby | 10,204 | $996.0K | 0.11% | −1,412−12.2% | Reduced |
| The PNC Financial Services Group, Inc. | 10,181 | $1.01M | 0.00% | −593−5.5% | Reduced |
| Cetera Advisor Networks LLC | 10,304 | $1.02M | 0.01% | −425−4.0% | Reduced |
| Ativo Capital Management LLC | 10,441 | $1.03M | 1.10% | −97−0.9% | Reduced |
| Victory Capital Management Inc | 10,483 | $1.04M | 0.00% | −1,576−13.1% | Reduced |
| Rodgers Brothers Inc. | 10,975 | $1.09M | 0.17% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,014 | $1.09M | 0.01% | +786+7.7% | Added |
| Blair William & Co | 11,175 | $1.11M | 0.00% | −77−0.7% | Reduced |
| Texas Yale Capital Corp. | 11,376 | $1.13M | 0.05% | +728+6.8% | Added |
| Duality Advisers, LP | 11,999 | $1.19M | 0.13% | +11,999 | New |
| Northwestern Mutual Wealth Management Co | 12,135 | $1.20M | 0.00% | +850+7.5% | Added |
| Rockefeller Capital Management L.P. | 12,333 | $1.22M | 0.00% | +12,333 | New |
| Yousif Capital Management, LLC | 12,517 | $1.24M | 0.01% | +750+6.4% | Added |
| Barclays PLC | 12,940 | $1.28M | 0.00% | +9,848+318.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,068 | $1.29M | 0.01% | −238−1.8% | Reduced |
| Cigna Investments Inc | 13,487 | $1.34M | 0.28% | +33+0.2% | Added |
| Associated Banc-Corp | 13,699 | $1.36M | 0.05% | −170−1.2% | Reduced |
| Curbstone Financial Management Corp | 13,734 | $1.36M | 0.31% | +100+0.7% | Added |
| IFG Advisory, LLC | 13,771 | $1.36M | 0.10% | −7−0.1% | Reduced |
| Midland Wealth Advisors LLC | 13,992 | $1.38M | 0.09% | +13,992 | New |