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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 14,017 | $1.39M | 0.00% | −1,562−10.0% | Reduced |
| Pathstone Holdings, LLC | 14,049 | $1.40M | 0.01% | +14,049 | New |
| Naples Global Advisors, LLC | 14,570 | $1.44M | 0.16% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,619 | $1.45M | 0.01% | −10,116−40.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,181 | $1.50M | 0.00% | −615−3.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,629 | $1.55M | 0.00% | +15,629 | New |
| Advisors Asset Management, Inc. | 16,043 | $1.59M | 0.03% | −1,105−6.4% | Reduced |
| Nexus Investment Management ULC | 16,544 | $1.64M | 0.17% | 00.0% | Unchanged |
| Studio Investment Management LLC | 17,018 | $1.68M | 0.43% | +16,888+12,990.8% | Added |
| Truist Financial Corp | 17,267 | $1.71M | 0.00% | −2,698−13.5% | Reduced |
| CenterBook Partners LP | 17,275 | $1.71M | 0.21% | +17,275 | New |
| Employees Provident Fund Board | 18,200 | $1.81M | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 18,389 | $1.82M | 0.01% | +18,389 | New |
| NorthRock Partners, LLC | 19,117 | $1.89M | 0.08% | +2,432+14.6% | Added |
| Wetherby Asset Management Inc | 19,398 | $1.92M | 0.10% | −1,087−5.3% | Reduced |
| Man Group plc | 19,489 | $1.93M | 0.01% | – | – |
| Capital Fund Management S.A. | 19,647 | $1.94M | 0.02% | +9,163+87.4% | Added |
| Private Advisor Group, LLC | 20,332 | $2.01M | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 20,373 | $2.02M | 0.03% | +339+1.7% | Added |
| MML Investors Services, LLC | 20,386 | $2.02M | 0.01% | −3,038−13.0% | Reduced |
| Pinnacle Associates Ltd | 20,500 | $2.03M | 0.03% | +5,500+36.7% | Added |
| Assenagon Asset Management S.A. | 20,227 | $2.03M | 0.01% | −22,558−52.7% | Reduced |
| Capital Group Private Client Services, Inc. | 21,077 | $2.09M | 0.02% | −2,202−9.5% | Reduced |
| Gries Financial LLC | 21,309 | $2.11M | 0.46% | −137−0.6% | Reduced |
| Gold Investment Management Ltd. | 21,736 | $2.15M | 0.92% | +21,736 | New |
| US Bancorp | 21,794 | $2.16M | 0.00% | −1,576−6.7% | Reduced |
| Cumberland Partners Ltd | 25,603 | $2.25M | 0.21% | +5,700+28.6% | Added |
| Resources Management Corp | 22,864 | $2.26M | 0.34% | −100.0% | Reduced |
| APG Asset Management N.V. | 25,140 | $2.26M | 0.00% | +1,465+6.2% | Added |
| Shell Asset Management Co | 23,491 | $2.36M | 0.11% | −6,300−21.1% | Reduced |
| Maryland State Retirement & Pension System | 24,568 | $2.46M | 0.05% | +209+0.9% | Added |
| Principal Financial Group Inc | 25,200 | $2.51M | 0.00% | +8,528+51.2% | Added |
| Mariner, LLC | 25,419 | $2.51M | 0.01% | +1,773+7.5% | Added |
| Creative Planning | 26,245 | $2.60M | 0.00% | −3,140−10.7% | Reduced |
| Barometer Capital Management Inc. | 20,240 | $2.65M | 0.75% | +20,240 | New |
| WoodTrust Financial Corp | 27,145 | $2.69M | 0.46% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 27,785 | $2.75M | 0.01% | −134,720−82.9% | Reduced |
| HighTower Advisors, LLC | 28,154 | $2.79M | 0.00% | −3,264−10.4% | Reduced |
| Advisor Group Holdings, Inc. | 28,232 | $2.80M | 0.00% | −5,221−15.6% | Reduced |
| Ostrum Asset Management | 28,475 | $2.83M | 0.25% | −1,961−6.4% | Reduced |
| Metis Global Partners, LLC | 29,273 | $2.90M | 0.12% | −3,976−12.0% | Reduced |
| Hillsdale Investment Management Inc. | 29,647 | $2.93M | 0.24% | −14,200−32.4% | Reduced |
| Harvest Portfolios Group Inc. | 30,505 | $3.02M | 0.13% | −401−1.3% | Reduced |
| Silver Lake Advisory, LLC | 30,866 | $3.05M | 1.71% | 00.0% | Unchanged |
| AE Wealth Management LLC | 32,175 | $3.12M | 0.02% | −1,395−4.2% | Reduced |
| CI Private Wealth, LLC | 32,603 | $3.23M | 0.01% | +13,718+72.6% | Added |
| Canoe Financial LP | 32,605 | $3.23M | 0.06% | −2,500−7.1% | Reduced |
| Squarepoint Ops LLC | 33,198 | $3.28M | 0.01% | +5,216+18.6% | Added |
| Marathon Capital Management | 34,529 | $3.42M | 0.86% | −30,345−46.8% | Reduced |
| Baird Financial Group, Inc. | 35,630 | $3.53M | 0.01% | −401−1.1% | Reduced |
| Natixis Advisors, L.P. | 37,941 | $3.75M | 0.01% | +4,561+13.7% | Added |
| Azimuth Capital Investment Management LLC | 38,055 | $3.77M | 0.17% | −2,340−5.8% | Reduced |
| Envestnet Asset Management Inc | 39,773 | $3.94M | 0.00% | −1,684−4.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 43,263 | $4.28M | 0.01% | −2,016−4.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 43,804 | $4.38M | 0.06% | −180,500−80.5% | Reduced |
| NBT Bank N A | 45,436 | $4.50M | 0.35% | +41,811+1,153.4% | Added |
| Crossmark Global Holdings, Inc. | 45,976 | $4.55M | 0.09% | +2,038+4.6% | Added |
| Allianz Asset Management GmbH | 45,662 | $4.59M | 0.01% | −101,076−68.9% | Reduced |
| Ensign Peak Advisors, Inc | 48,729 | $4.73M | 0.01% | +4,500+10.2% | Added |
| Alliancebernstein L.P. | 51,875 | $5.13M | 0.00% | +294+0.6% | Added |
| Caldwell Investment Management Ltd. | 51,800 | $5.14M | 3.95% | +51,800 | New |
| Rathbone Brothers plc | 51,923 | $5.16M | 0.03% | +187+0.4% | Added |
| Beacon Pointe Advisors, LLC | 53,561 | $5.30M | 0.06% | +684+1.3% | Added |
| Stifel Financial Corp | 53,779 | $5.32M | 0.01% | −1,473−2.7% | Reduced |
| PCJ Investment Counsel Ltd. | 54,511 | $5.39M | 2.08% | +8,700+19.0% | Added |
| Commonwealth Equity Services, LLC | 54,828 | $5.42M | 0.01% | +2,227+4.2% | Added |
| Romano Brothers and Company | 55,046 | $5.45M | 0.81% | −1,310−2.3% | Reduced |
| Dana Investment Advisors, Inc. | 56,641 | $5.60M | 0.27% | −352−0.6% | Reduced |
| LPL Financial LLC | 58,475 | $5.79M | 0.00% | +610+1.1% | Added |
| M&T Bank Corp | 59,268 | $5.87M | 0.02% | −408−0.7% | Reduced |
| Ossiam | 60,978 | $6.06M | 0.10% | +14,550+31.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 63,415 | $6.35M | 0.43% | −15,196−19.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 66,272 | $6.57M | 0.03% | −6,641−9.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 69,216 | $6.85M | 2.30% | +3,162+4.8% | Added |
| Northwest Bancshares, Inc. | 71,957 | $7.12M | 1.30% | +3,298+4.8% | Added |
| Ameriprise Financial Inc | 71,869 | $8.06M | 0.00% | −2,236−3.0% | Reduced |
| K.J. Harrison & Partners Inc | 81,729 | $8.10M | 1.37% | +18,056+28.4% | Added |
| Federated Hermes, Inc. | 84,337 | $8.34M | 0.02% | −4,162−4.7% | Reduced |
| Raymond James & Associates | 84,492 | $8.36M | 0.01% | +1,409+1.7% | Added |
| Millennium Management LLC | 85,556 | $8.47M | 0.01% | +80,462+1,579.5% | Added |
| Utah Retirement Systems | 85,272 | $8.48M | 0.11% | +1,700+2.0% | Added |
| Royal London Asset Management Ltd | 90,228 | $8.93M | 0.03% | +1,210+1.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 93,287 | $9.23M | 0.05% | +1,400+1.5% | Added |
| American Assets Investment Management, LLC | 96,000 | $9.50M | 0.98% | 00.0% | Unchanged |
| USS Investment Management Ltd | 104,609 | $10.4M | 0.09% | −5,757−5.2% | Reduced |
| Janus Henderson Group PLC | 105,587 | $10.5M | 0.01% | +25,934+32.6% | Added |
| Wellington Management Group LLP | 106,621 | $10.6M | 0.00% | −19,306−15.3% | Reduced |
| Van Eck Associates Corp | 108,370 | $10.8M | 0.02% | +9,501+9.6% | Added |
| Wells Fargo & Company | 108,599 | $10.9M | 0.00% | −20,551−15.9% | Reduced |
| St Germain D J Co Inc | 114,668 | $11.3M | 0.59% | −8,955−7.2% | Reduced |
| Northwest & Ethical Investments L.P. | 119,143 | $11.8M | 0.36% | +34,440+40.7% | Added |
| Capital International Inc | 121,062 | $12.0M | 0.19% | −581−0.5% | Reduced |
| American Century Companies Inc | 121,354 | $12.0M | 0.01% | +11,009+10.0% | Added |
| Voloridge Investment Management, LLC | 136,595 | $13.5M | 0.05% | +67,330+97.2% | Added |
| Portland Investment Counsel Inc. | 136,997 | $13.6M | 4.85% | −86,215−38.6% | Reduced |
| Vontobel Holding Ltd. | 138,921 | $13.7M | 0.12% | −62,396−31.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 143,664 | $14.2M | 0.19% | +3,343+2.4% | Added |
| Investment Management Corp of Ontario | 152,688 | $15.1M | 0.37% | +64,000+72.2% | Added |
| DekaBank Deutsche Girozentrale | 161,035 | $15.8M | 0.03% | −16,959−9.5% | Reduced |
| Burgundy Asset Management Ltd. | 160,000 | $15.9M | 0.18% | +10,000+6.7% | Added |