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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 1,000 | $98.9K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 995 | $98.4K | 0.00% | −100−9.1% | Reduced |
| Advisory Services Network, LLC | 990 | $98.0K | 0.00% | +990 | New |
| Iron Horse Wealth Management, LLC | 980 | $97.0K | 0.04% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 973 | $96.3K | 0.03% | +973 | New |
| Blue Bell Private Wealth Management, LLC | 960 | $95.0K | 0.02% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 942 | $93.2K | 0.04% | +942 | New |
| Pathway Financial Advisers, LLC | 933 | $92.3K | 0.04% | +10+1.1% | Added |
| Whittier Trust Co | 926 | $91.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 891 | $88.2K | 0.00% | −250−21.9% | Reduced |
| JJJ Advisors Inc. | 861 | $85.2K | 0.02% | −29−3.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 819 | $82.3K | 0.00% | +426+108.4% | Added |
| DHJJ Financial Advisors, Ltd. | 803 | $79.4K | 0.04% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $79.2K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 775 | $76.6K | 0.02% | +775 | New |
| Farther Finance Advisors, LLC | 683 | $67.6K | 0.00% | +683 | New |
| CWM, LLC | 678 | $67.0K | 0.00% | −421−38.3% | Reduced |
| Princeton Global Asset Management LLC | 600 | $59.4K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 600 | $59.4K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 600 | $59.4K | 0.02% | +600 | New |
| Private Trust Co NA | 598 | $59.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 554 | $54.8K | 0.01% | +231+71.5% | Added |
| Grove Bank & Trust | 510 | $50.5K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 527 | $49.8K | 0.00% | +337+177.4% | Added |
| First Manhattan Co | 500 | $49.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 496 | $49.1K | 0.01% | +268+117.5% | Added |
| EverSource Wealth Advisors, LLC | 463 | $45.8K | 0.00% | +130+39.0% | Added |
| Capital Analysts, LLC | 457 | $45.0K | 0.00% | +4+0.9% | Added |
| Massmutual Trust Co FSB | 451 | $44.6K | 0.00% | −2−0.4% | Reduced |
| Headlands Technologies LLC | 443 | $43.8K | 0.01% | +443 | New |
| Cullen/Frost Bankers, Inc. | 417 | $41.3K | 0.00% | +405+3,375.0% | Added |
| Strategic Investment Solutions, Inc. | 400 | $39.6K | 0.01% | +400 | New |
| Glassman Wealth Services | 370 | $36.6K | 0.01% | −179−32.6% | Reduced |
| Ronald Blue Trust, Inc. | 429 | $36.0K | 0.00% | +48+12.6% | Added |
| Winch Advisory Services, LLC | 350 | $34.6K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 342 | $33.8K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 340 | $33.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 338 | $33.4K | 0.00% | +338 | New |
| Zions Bancorporation, N.A. | 310 | $30.7K | 0.00% | −3−1.0% | Reduced |
| Cutler Group LP | 309 | $30.0K | 0.00% | +136+78.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $26.7K | 0.01% | +270 | New |
| VisionPoint Advisory Group, LLC | 262 | $25.9K | 0.01% | +4+1.6% | Added |
| Proequities, Inc. | 240 | $23.7K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 213 | $21.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 208 | $20.6K | 0.00% | +24+13.0% | Added |
| Rothschild Investment LLC | 200 | $19.8K | 0.00% | +200 | New |
| JFS Wealth Advisors, LLC | 194 | $19.2K | 0.00% | +57+41.6% | Added |
| Financial Management Professionals, Inc. | 193 | $19.0K | 0.00% | +9+4.9% | Added |
| Atlas Capital Advisors LLC | 190 | $18.8K | 0.00% | −149−44.0% | Reduced |
| Bruce G. Allen Investments, LLC | 182 | $18.0K | 0.02% | +182 | New |
| WFA Asset Management Corp | 181 | $17.9K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $15.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $15.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 158 | $15.6K | 0.00% | +158 | New |
| Focused Wealth Management, Inc | 150 | $14.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $12.4K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 120 | $12.0K | 0.00% | −130−52.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $12.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 117 | $11.6K | 0.00% | +1+0.9% | Added |
| Assetmark, Inc | 115 | $11.4K | 0.00% | −12−9.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 115 | $11.4K | 0.00% | −5−4.2% | Reduced |
| MCF Advisors LLC | 110 | $10.9K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 110 | $10.9K | 0.00% | +110 | New |
| City State Bank | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.89K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $9.89K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 96 | $9.52K | 0.00% | +96 | New |
| BNP Paribas Arbitrage, SA | 83 | $8.21K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 75 | $7.42K | 0.01% | +75 | New |
| Private Ocean, LLC | 73 | $7.22K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 71 | $7.03K | 0.01% | +71 | New |
| Venturi Wealth Management, LLC | 60 | $5.94K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 55 | $5.47K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 60 | $5.00K | 0.00% | +3+5.3% | Added |
| IFP Advisors, Inc | 50 | $4.95K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 45 | $4.45K | 0.00% | +1+2.3% | Added |
| Exchange Traded Concepts, LLC | 44 | $4.35K | 0.00% | −52−54.2% | Reduced |
| Motco | 40 | $3.96K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.96K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 34 | $3.36K | 0.00% | +34 | New |
| Western Pacific Wealth Management, LP | 32 | $3.17K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $2.77K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $2.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.29K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5 | $495 | 0.00% | +5 | New |
| Ibex Wealth Advisors | 3 | $332 | 0.07% | −5,026−99.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $51 | 0.00% | 0 | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −235,230−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −230,253−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −156,804−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −49,583−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −30,168−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −13,384−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −13,159−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,749−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,682−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |