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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 108,599 | $10.9M | 0.00% | −20,551−15.9% | Reduced |
| Van Eck Associates Corp | 108,370 | $10.8M | 0.02% | +9,501+9.6% | Added |
| Wellington Management Group LLP | 106,621 | $10.6M | 0.00% | −19,306−15.3% | Reduced |
| Janus Henderson Group PLC | 105,587 | $10.5M | 0.01% | +25,934+32.6% | Added |
| USS Investment Management Ltd | 104,609 | $10.4M | 0.09% | −5,757−5.2% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $9.50M | 0.98% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 93,287 | $9.23M | 0.05% | +1,400+1.5% | Added |
| Royal London Asset Management Ltd | 90,228 | $8.93M | 0.03% | +1,210+1.4% | Added |
| Utah Retirement Systems | 85,272 | $8.48M | 0.11% | +1,700+2.0% | Added |
| Millennium Management LLC | 85,556 | $8.47M | 0.01% | +80,462+1,579.5% | Added |
| Raymond James & Associates | 84,492 | $8.36M | 0.01% | +1,409+1.7% | Added |
| Federated Hermes, Inc. | 84,337 | $8.34M | 0.02% | −4,162−4.7% | Reduced |
| K.J. Harrison & Partners Inc | 81,729 | $8.10M | 1.37% | +18,056+28.4% | Added |
| Ameriprise Financial Inc | 71,869 | $8.06M | 0.00% | −2,236−3.0% | Reduced |
| Northwest Bancshares, Inc. | 71,957 | $7.12M | 1.30% | +3,298+4.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 69,216 | $6.85M | 2.30% | +3,162+4.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 66,272 | $6.57M | 0.03% | −6,641−9.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 63,415 | $6.35M | 0.43% | −15,196−19.3% | Reduced |
| Ossiam | 60,978 | $6.06M | 0.10% | +14,550+31.3% | Added |
| M&T Bank Corp | 59,268 | $5.87M | 0.02% | −408−0.7% | Reduced |
| LPL Financial LLC | 58,475 | $5.79M | 0.00% | +610+1.1% | Added |
| Dana Investment Advisors, Inc. | 56,641 | $5.60M | 0.27% | −352−0.6% | Reduced |
| Romano Brothers and Company | 55,046 | $5.45M | 0.81% | −1,310−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 54,828 | $5.42M | 0.01% | +2,227+4.2% | Added |
| PCJ Investment Counsel Ltd. | 54,511 | $5.39M | 2.08% | +8,700+19.0% | Added |
| Stifel Financial Corp | 53,779 | $5.32M | 0.01% | −1,473−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 53,561 | $5.30M | 0.06% | +684+1.3% | Added |
| Rathbone Brothers plc | 51,923 | $5.16M | 0.03% | +187+0.4% | Added |
| Caldwell Investment Management Ltd. | 51,800 | $5.14M | 3.95% | +51,800 | New |
| Alliancebernstein L.P. | 51,875 | $5.13M | 0.00% | +294+0.6% | Added |
| Ensign Peak Advisors, Inc | 48,729 | $4.73M | 0.01% | +4,500+10.2% | Added |
| Allianz Asset Management GmbH | 45,662 | $4.59M | 0.01% | −101,076−68.9% | Reduced |
| Crossmark Global Holdings, Inc. | 45,976 | $4.55M | 0.09% | +2,038+4.6% | Added |
| NBT Bank N A | 45,436 | $4.50M | 0.35% | +41,811+1,153.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 43,804 | $4.38M | 0.06% | −180,500−80.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 43,263 | $4.28M | 0.01% | −2,016−4.5% | Reduced |
| Envestnet Asset Management Inc | 39,773 | $3.94M | 0.00% | −1,684−4.1% | Reduced |
| Azimuth Capital Investment Management LLC | 38,055 | $3.77M | 0.17% | −2,340−5.8% | Reduced |
| Natixis Advisors, L.P. | 37,941 | $3.75M | 0.01% | +4,561+13.7% | Added |
| Baird Financial Group, Inc. | 35,630 | $3.53M | 0.01% | −401−1.1% | Reduced |
| Marathon Capital Management | 34,529 | $3.42M | 0.86% | −30,345−46.8% | Reduced |
| Squarepoint Ops LLC | 33,198 | $3.28M | 0.01% | +5,216+18.6% | Added |
| Canoe Financial LP | 32,605 | $3.23M | 0.06% | −2,500−7.1% | Reduced |
| CI Private Wealth, LLC | 32,603 | $3.23M | 0.01% | +13,718+72.6% | Added |
| AE Wealth Management LLC | 32,175 | $3.12M | 0.02% | −1,395−4.2% | Reduced |
| Silver Lake Advisory, LLC | 30,866 | $3.05M | 1.71% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 30,505 | $3.02M | 0.13% | −401−1.3% | Reduced |
| Hillsdale Investment Management Inc. | 29,647 | $2.93M | 0.24% | −14,200−32.4% | Reduced |
| Metis Global Partners, LLC | 29,273 | $2.90M | 0.12% | −3,976−12.0% | Reduced |
| Ostrum Asset Management | 28,475 | $2.83M | 0.25% | −1,961−6.4% | Reduced |
| Advisor Group Holdings, Inc. | 28,232 | $2.80M | 0.00% | −5,221−15.6% | Reduced |
| HighTower Advisors, LLC | 28,154 | $2.79M | 0.00% | −3,264−10.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 27,785 | $2.75M | 0.01% | −134,720−82.9% | Reduced |
| WoodTrust Financial Corp | 27,145 | $2.69M | 0.46% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 20,240 | $2.65M | 0.75% | +20,240 | New |
| Creative Planning | 26,245 | $2.60M | 0.00% | −3,140−10.7% | Reduced |
| Mariner, LLC | 25,419 | $2.51M | 0.01% | +1,773+7.5% | Added |
| Principal Financial Group Inc | 25,200 | $2.51M | 0.00% | +8,528+51.2% | Added |
| Maryland State Retirement & Pension System | 24,568 | $2.46M | 0.05% | +209+0.9% | Added |
| Shell Asset Management Co | 23,491 | $2.36M | 0.11% | −6,300−21.1% | Reduced |
| APG Asset Management N.V. | 25,140 | $2.26M | 0.00% | +1,465+6.2% | Added |
| Resources Management Corp | 22,864 | $2.26M | 0.34% | −100.0% | Reduced |
| Cumberland Partners Ltd | 25,603 | $2.25M | 0.21% | +5,700+28.6% | Added |
| US Bancorp | 21,794 | $2.16M | 0.00% | −1,576−6.7% | Reduced |
| Gold Investment Management Ltd. | 21,736 | $2.15M | 0.92% | +21,736 | New |
| Gries Financial LLC | 21,309 | $2.11M | 0.46% | −137−0.6% | Reduced |
| Capital Group Private Client Services, Inc. | 21,077 | $2.09M | 0.02% | −2,202−9.5% | Reduced |
| Assenagon Asset Management S.A. | 20,227 | $2.03M | 0.01% | −22,558−52.7% | Reduced |
| Pinnacle Associates Ltd | 20,500 | $2.03M | 0.03% | +5,500+36.7% | Added |
| MML Investors Services, LLC | 20,386 | $2.02M | 0.01% | −3,038−13.0% | Reduced |
| Umb Bank N A | 20,373 | $2.02M | 0.03% | +339+1.7% | Added |
| Private Advisor Group, LLC | 20,332 | $2.01M | 0.02% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 19,647 | $1.94M | 0.02% | +9,163+87.4% | Added |
| Man Group plc | 19,489 | $1.93M | 0.01% | – | – |
| Wetherby Asset Management Inc | 19,398 | $1.92M | 0.10% | −1,087−5.3% | Reduced |
| NorthRock Partners, LLC | 19,117 | $1.89M | 0.08% | +2,432+14.6% | Added |
| Keybank National Association | 18,389 | $1.82M | 0.01% | +18,389 | New |
| Employees Provident Fund Board | 18,200 | $1.81M | 0.04% | 00.0% | Unchanged |
| CenterBook Partners LP | 17,275 | $1.71M | 0.21% | +17,275 | New |
| Truist Financial Corp | 17,267 | $1.71M | 0.00% | −2,698−13.5% | Reduced |
| Studio Investment Management LLC | 17,018 | $1.68M | 0.43% | +16,888+12,990.8% | Added |
| Nexus Investment Management ULC | 16,544 | $1.64M | 0.17% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 16,043 | $1.59M | 0.03% | −1,105−6.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,629 | $1.55M | 0.00% | +15,629 | New |
| Raymond James Financial Services Advisors, Inc. | 15,181 | $1.50M | 0.00% | −615−3.9% | Reduced |
| Wolverine Trading, LLC | 14,619 | $1.45M | 0.01% | −10,116−40.9% | Reduced |
| Naples Global Advisors, LLC | 14,570 | $1.44M | 0.16% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,049 | $1.40M | 0.01% | +14,049 | New |
| Janney Montgomery Scott LLC | 14,017 | $1.39M | 0.00% | −1,562−10.0% | Reduced |
| Midland Wealth Advisors LLC | 13,992 | $1.38M | 0.09% | +13,992 | New |
| IFG Advisory, LLC | 13,771 | $1.36M | 0.10% | −7−0.1% | Reduced |
| Curbstone Financial Management Corp | 13,734 | $1.36M | 0.31% | +100+0.7% | Added |
| Associated Banc-Corp | 13,699 | $1.36M | 0.05% | −170−1.2% | Reduced |
| Cigna Investments Inc | 13,487 | $1.34M | 0.28% | +33+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,068 | $1.29M | 0.01% | −238−1.8% | Reduced |
| Barclays PLC | 12,940 | $1.28M | 0.00% | +9,848+318.5% | Added |
| Yousif Capital Management, LLC | 12,517 | $1.24M | 0.01% | +750+6.4% | Added |
| Rockefeller Capital Management L.P. | 12,333 | $1.22M | 0.00% | +12,333 | New |
| Northwestern Mutual Wealth Management Co | 12,135 | $1.20M | 0.00% | +850+7.5% | Added |
| Duality Advisers, LP | 11,999 | $1.19M | 0.13% | +11,999 | New |