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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,491−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −7,630−100.0% | Sold out |
| Goldstein Advisors, LLC | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −4,776−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −4,343−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,730−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,395−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −2,713−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −2,654−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −1,277−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Lincluden Management Ltd | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −4,782−100.0% | Sold out |
| SIG North Trading, ULC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Innovis Asset Management LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |