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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 11,376 | $1.13M | 0.05% | +728+6.8% | Added |
| Blair William & Co | 11,175 | $1.11M | 0.00% | −77−0.7% | Reduced |
| D.A. Davidson & Co. | 11,014 | $1.09M | 0.01% | +786+7.7% | Added |
| Rodgers Brothers Inc. | 10,975 | $1.09M | 0.17% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,483 | $1.04M | 0.00% | −1,576−13.1% | Reduced |
| Ativo Capital Management LLC | 10,441 | $1.03M | 1.10% | −97−0.9% | Reduced |
| Cetera Advisor Networks LLC | 10,304 | $1.02M | 0.01% | −425−4.0% | Reduced |
| The PNC Financial Services Group, Inc. | 10,181 | $1.01M | 0.00% | −593−5.5% | Reduced |
| David Loasby | 10,204 | $996.0K | 0.11% | −1,412−12.2% | Reduced |
| Probity Advisors, Inc. | 9,787 | $968.3K | 0.21% | −161−1.6% | Reduced |
| Smithfield Trust Co | 9,766 | $966.0K | 0.05% | 00.0% | Unchanged |
| Capital World Investors | 9,749 | $964.6K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 9,767 | $956.1K | 0.28% | −858−8.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $949.9K | 0.00% | +9,500 | New |
| Davis-Rea Ltd. | 9,534 | $946.4K | 0.48% | −2,148−18.4% | Reduced |
| Cresset Asset Management, LLC | 9,538 | $943.7K | 0.01% | +182+1.9% | Added |
| First American Bank | 9,360 | $926.1K | 0.08% | −1,757−15.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,287 | $918.9K | 0.06% | −353−3.7% | Reduced |
| Point72 Asset Management, L.P. | 9,200 | $910.2K | 0.00% | +9,200 | New |
| Mairs & Power Inc | 9,000 | $890.5K | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 8,954 | $885.9K | 0.05% | −25−0.3% | Reduced |
| State Street Corp | 8,912 | $881.8K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,614 | $852.0K | 0.00% | −395−4.4% | Reduced |
| JCIC Asset Management Inc. | 8,495 | $841.0K | 0.38% | +223+2.7% | Added |
| Louisbourg Investments Inc. | 8,428 | $838.0K | 0.25% | +8,428 | New |
| ICA Group Wealth Management, LLC | 8,450 | $836.0K | 0.19% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 8,430 | $834.1K | 0.03% | −526−5.9% | Reduced |
| JustInvest LLC | 8,389 | $830.1K | 0.02% | −1,115−11.7% | Reduced |
| Berger Financial Group, Inc | 8,331 | $824.3K | 0.09% | −200−2.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,139 | $805.3K | 0.20% | −90−1.1% | Reduced |
| Vaughan & Co Securities, Inc. | 8,082 | $799.6K | 0.54% | +1,988+32.6% | Added |
| CIBC Private Wealth Group, LLC | 7,900 | $781.6K | 0.00% | −500−6.0% | Reduced |
| Crescent Grove Advisors, LLC | 7,849 | $776.6K | 0.09% | −805−9.3% | Reduced |
| Signaturefd, LLC | 7,801 | $771.8K | 0.02% | −1,076−12.1% | Reduced |
| Foster & Motley Inc | 7,703 | $762.0K | 0.06% | −6,859−47.1% | Reduced |
| Veriti Management LLC | 7,670 | $758.9K | 0.07% | +312+4.2% | Added |
| HRT Financial LP | 7,657 | $757.0K | 0.01% | +7,657 | New |
| Pegasus Partners Ltd. | 7,645 | $756.4K | 0.09% | −1,580−17.1% | Reduced |
| Jefferies Financial Group Inc. | 7,492 | $741.3K | 0.01% | 00.0% | Unchanged |
| AXA S.A. | 7,416 | $733.7K | 0.00% | −124,451−94.4% | Reduced |
| Kestra Advisory Services, LLC | 7,220 | $714.4K | 0.01% | −1,099−13.2% | Reduced |
| MQS Management LLC | 7,107 | $703.2K | 0.39% | +1,365+23.8% | Added |
| Quantbot Technologies LP | 7,080 | $700.5K | 0.04% | +1,676+31.0% | Added |
| UniSuper Management Pty Ltd | 5,200 | $681.8K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 6,762 | $679.5K | 0.04% | +322+5.0% | Added |
| Ti-Trust, Inc | 6,692 | $662.1K | 0.58% | 00.0% | Unchanged |
| STRS Ohio | 6,624 | $658.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,622 | $655.2K | 0.00% | +126+1.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,613 | $652.3K | 0.01% | −1,332−16.8% | Reduced |
| Harbour Trust & Investment Management Co | 6,526 | $645.7K | 0.09% | +6,526 | New |
| Cerity Partners LLC | 6,459 | $639.1K | 0.00% | +6,459 | New |
| Burney Co | 6,369 | $630.2K | 0.03% | +67+1.1% | Added |
| Syon Capital LLC | 6,269 | $620.3K | 0.06% | +892+16.6% | Added |
| Engineers Gate Manager LP | 6,163 | $614.6K | 0.02% | +6,163 | New |
| Gradient Investments LLC | 6,161 | $609.6K | 0.01% | +1,051+20.6% | Added |
| Tower Research Capital LLC (TRC) | 6,062 | $599.8K | 0.01% | −12−0.2% | Reduced |
| Busey Wealth Management | 6,000 | $593.6K | 0.02% | −100−1.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,739 | $567.8K | 0.04% | +116+2.1% | Added |
| Beacon Financial Group | 5,706 | $564.6K | 0.07% | −91−1.6% | Reduced |
| Group One Trading, L.P. | 5,647 | $558.7K | 0.02% | −9,062−61.6% | Reduced |
| Oppenheimer & Co Inc | 5,615 | $555.5K | 0.01% | −356−6.0% | Reduced |
| NBC Securities, Inc. | 5,613 | $555.0K | 0.06% | −1,534−21.5% | Reduced |
| Forum Financial Management, LP | 5,477 | $541.9K | 0.01% | −877−13.8% | Reduced |
| Evergreen Capital Management LLC | 5,382 | $532.5K | 0.02% | +1,878+53.6% | Added |
| Virtu Financial LLC | 5,302 | $525.0K | 0.04% | +5,302 | New |
| Financial Counselors Inc | 5,275 | $521.9K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 5,136 | $508.1K | 0.04% | −996−16.2% | Reduced |
| Silverlake Wealth Management LLC | 5,022 | $496.9K | 0.27% | +580+13.1% | Added |
| Zacks Investment Management | 4,988 | $493.5K | 0.01% | −2,738−35.4% | Reduced |
| Patten Group, Inc. | 4,984 | $493.1K | 0.13% | −188−3.6% | Reduced |
| Intrua Financial, LLC | 4,921 | $486.9K | 0.08% | +854+21.0% | Added |
| Integrated Wealth Concepts LLC | 4,866 | $481.4K | 0.01% | +36+0.7% | Added |
| Prudential Financial Inc | 4,770 | $471.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Baskin Financial Services Inc. | 4,587 | $454.0K | 0.04% | −1,987−30.2% | Reduced |
| Operose Advisors LLC | 4,578 | $452.9K | 0.18% | +2,819+160.3% | Added |
| Bayesian Capital Management, LP | 4,563 | $451.5K | 0.05% | +4,563 | New |
| Benjamin F. Edwards & Company, Inc. | 4,547 | $450.0K | 0.01% | +167+3.8% | Added |
| Credit Agricole S A | 4,490 | $444.2K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $442.9K | 0.10% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,445 | $439.8K | 0.05% | −28−0.6% | Reduced |
| David R. Rahn & Associates Inc. | 4,350 | $430.4K | 0.18% | −250−5.4% | Reduced |
| Biltmore Family Office, LLC | 4,334 | $428.8K | 0.09% | +54+1.3% | Added |
| XTX Topco Ltd | 4,286 | $424.1K | 0.09% | +4,286 | New |
| Gulf International Bank (UK) Ltd | 4,203 | $416.0K | 0.01% | −1,020−19.5% | Reduced |
| Pensionmark Financial Group, LLC | 4,189 | $414.5K | 0.05% | +4,189 | New |
| Great Valley Advisor Group, Inc. | 4,153 | $410.9K | 0.01% | +10.0% | Added |
| Ellenbecker Investment Group | 4,105 | $406.0K | 0.09% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,976 | $400.2K | 0.00% | +290+7.9% | Added |
| Commerce Bank | 4,003 | $396.1K | 0.00% | −34−0.8% | 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 |
| First Affirmative Financial Network | 3,928 | $388.6K | 0.31% | −159−3.9% | Reduced |
| D. E. Shaw & Co., Inc. | 3,900 | $385.8K | 0.00% | −33,664−89.6% | Reduced |
| Harbour Investments, Inc. | 3,885 | $384.4K | 0.02% | +562+16.9% | Added |
| Camden Capital, LLC | 3,850 | $380.9K | 0.04% | +3,850 | New |
| Johnson Investment Counsel Inc | 3,780 | $374.0K | 0.00% | +32+0.9% | Added |
| Quantinno Capital Management LP | 3,731 | $369.0K | 0.01% | −12,646−77.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,700 | $366.1K | 0.02% | −600−14.0% | Reduced |