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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 3,658 | $363.7K | 0.06% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 3,663 | $362.4K | 0.06% | +45+1.2% | Added |
| Brighton Jones LLC | 3,602 | $356.3K | 0.02% | +75+2.1% | Added |
| Trust Co of Vermont | 3,598 | $356.0K | 0.02% | −520−12.6% | Reduced |
| PDS Planning, Inc | 3,583 | $354.5K | 0.04% | +669+23.0% | Added |
| Jamison Private Wealth Management, Inc. | 3,558 | $352.0K | 0.07% | −117−3.2% | Reduced |
| Pacifica Partners Inc. | 4,130 | $351.4K | 0.17% | +65+1.6% | Added |
| Puzo Michael J | 3,500 | $346.3K | 0.11% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,495 | $345.8K | 0.07% | +437+14.3% | Added |
| Cozad Asset Management Inc | 3,369 | $333.3K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,363 | $332.7K | 0.00% | +58+1.8% | Added |
| Doliver Advisors, LP | 3,331 | $329.6K | 0.10% | −27−0.8% | Reduced |
| Pinebridge Investments, L.P. | 2,509 | $329.0K | 0.00% | −578−18.7% | Reduced |
| Thrivent Financial for Lutherans | 3,265 | $323.0K | 0.00% | +3,265 | New |
| Allspring Global Investments Holdings, LLC | 3,215 | $318.1K | 0.00% | −1,200−27.2% | Reduced |
| Oarsman Capital, Inc. | 3,179 | $314.5K | 0.08% | +100+3.2% | Added |
| Schechter Investment Advisors, LLC | 3,161 | $312.8K | 0.03% | +116+3.8% | Added |
| United Capital Financial Advisers, LLC | 3,107 | $307.4K | 0.00% | +3,107 | New |
| 180 Wealth Advisors, LLC | 3,137 | $307.1K | 0.06% | −550−14.9% | Reduced |
| Sequoia Financial Advisors, LLC | 3,102 | $306.9K | 0.00% | −1,030−24.9% | Reduced |
| Cetera Investment Advisers | 3,095 | $306.2K | 0.00% | −265−7.9% | Reduced |
| Brown Brothers Harriman & Co | 3,079 | $304.6K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,052 | $302.0K | 0.01% | −87−2.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $300.3K | 0.06% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,004 | $297.0K | 0.03% | +3,004 | New |
| Cobblestone Capital Advisors LLC | 3,000 | $296.8K | 0.02% | +3,000 | New |
| Chiron Capital Management, LLC | 3,000 | $296.8K | 0.26% | +3,000 | New |
| Thompson Investment Management, Inc. | 2,979 | $294.7K | 0.05% | −98−3.2% | Reduced |
| Diversified Trust Co | 2,959 | $292.8K | 0.01% | −93−3.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,955 | $292.4K | 0.01% | +2,955 | New |
| Tradition Wealth Management, LLC | 2,953 | $292.0K | 0.03% | −1,420−32.5% | Reduced |
| Park National Corp | 2,935 | $290.4K | 0.01% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,920 | $288.9K | 0.10% | 00.0% | Unchanged |
| AJOVista, LLC | 2,900 | $286.9K | 0.36% | +2,900 | New |
| Magnus Financial Group LLC | 2,857 | $282.7K | 0.04% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,772 | $274.3K | 0.09% | +50+1.8% | Added |
| Five Oceans Advisors | 2,771 | $274.2K | 0.15% | −7−0.3% | Reduced |
| Independent Advisor Alliance | 2,769 | $274.0K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,758 | $272.9K | 0.03% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 2,758 | $272.9K | 0.08% | +2,758 | New |
| Archetype Wealth Partners | 2,672 | $264.0K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,661 | $263.3K | 0.01% | −210−7.3% | Reduced |
| Ballentine Partners, LLC | 2,660 | $263.2K | 0.01% | −147−5.2% | Reduced |
| Fielder Capital Group LLC | 2,643 | $261.5K | 0.16% | +2,643 | New |
| Stevens Capital Management LP | 2,604 | $258.0K | 0.06% | +2,604 | New |
| Fifth Third Bancorp | 2,599 | $257.1K | 0.00% | +168+6.9% | Added |
| North Star Investment Management Corp. | 2,514 | $248.8K | 0.02% | −40−1.6% | Reduced |
| CVA Family Office, LLC | 2,513 | $248.6K | 0.05% | −10−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 2,614 | $247.0K | 0.01% | +2,614 | New |
| KPP Advisory Services LLC | 2,487 | $246.1K | 0.22% | +2,487 | New |
| Lindbrook Capital, LLC | 2,474 | $244.8K | 0.02% | +287+13.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,456 | $243.0K | 0.00% | −1,067−30.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,448 | $242.2K | 0.06% | −575−19.0% | Reduced |
| Wealth Alliance | 2,424 | $239.8K | 0.03% | +2,424 | New |
| Avantax Advisory Services, Inc. | 2,418 | $239.2K | 0.00% | +2,418 | New |
| Henshaw Capital LLC | 2,391 | $236.6K | 0.01% | +2,391 | New |
| Parallel Advisors, LLC | 2,341 | $231.7K | 0.01% | +67+2.9% | Added |
| Westwood Holdings Group Inc. | 2,336 | $231.0K | 0.00% | +2,336 | New |
| Patten & Patten Inc | 2,328 | $230.3K | 0.02% | −455−16.3% | Reduced |
| Focus Financial Network Inc | 2,328 | $230.3K | 0.01% | +2,328 | New |
| Annex Advisory Services, LLC | 2,325 | $230.0K | 0.01% | +2,325 | New |
| Landaas & Co | 2,326 | $230.0K | 0.09% | +2,326 | New |
| HighPoint Advisor Group LLC | 2,397 | $229.0K | 0.02% | +2,397 | New |
| Cetera Advisors LLC | 2,308 | $228.4K | 0.00% | +2,308 | New |
| Trifecta Capital Advisors, LLC | 2,299 | $227.5K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,286 | $227.0K | 0.00% | −408−15.1% | Reduced |
| Atria Wealth Solutions, Inc. | 2,277 | $225.3K | 0.00% | +2,277 | New |
| Davenport & Co LLC | 2,252 | $222.8K | 0.00% | +2,252 | New |
| REDW Wealth LLC | 2,220 | $219.6K | 0.06% | +2,220 | New |
| Bogart Wealth, LLC | 2,202 | $217.9K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,175 | $215.2K | 0.02% | −1,002−31.5% | Reduced |
| Townsend & Associates, Inc | 2,225 | $213.8K | 0.03% | +2,225 | New |
| Investors Research Corp | 2,157 | $213.4K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,156 | $213.3K | 0.01% | −310−12.6% | Reduced |
| Firestone Capital Management | 2,100 | $207.8K | 0.06% | +2,100 | New |
| Patrick M Sweeney & Associates, Inc | 2,100 | $207.8K | 0.19% | +2,100 | New |
| RMB Capital Management, LLC | 2,079 | $205.7K | 0.01% | +2,079 | New |
| Glenmede Trust Co NA | 2,076 | $205.4K | 0.00% | −4,167−66.7% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $205.3K | 0.06% | +2,075 | New |
| Wrapmanager Inc | 2,058 | $203.6K | 0.06% | −493−19.3% | Reduced |
| SNS Financial Group, LLC | 2,057 | $203.5K | 0.02% | +2,057 | New |
| Tacita Capital Inc | 2,031 | $201.6K | 0.15% | +36+1.8% | Added |
| Desjardins Global Asset Management Inc. | 1,754 | $174.4K | 0.02% | −2,786−61.4% | Reduced |
| Quadrant Capital Group LLC | 1,689 | $167.1K | 0.01% | +246+17.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,677 | $165.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,740 | $163.9K | 0.04% | +1,740 | New |
| Caldwell Trust Co | 1,500 | $148.4K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $138.5K | 0.02% | 00.0% | Unchanged |
| Tobam | 1,355 | $135.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,342 | $133.0K | 0.00% | −14,100−91.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,330 | $131.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,330 | $131.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,321 | $130.7K | 0.00% | +11+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 1,154 | $114.2K | 0.06% | +11+1.0% | Added |
| State of Wyoming | 1,088 | $107.6K | 0.02% | +1,088 | New |
| Central Trust Co | 1,030 | $101.9K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,013 | $100.2K | 0.01% | +1,013 | New |
| Tompkins Financial Corp | 1,000 | $98.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $98.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $98.9K | 0.01% | 00.0% | Unchanged |