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, Q1 2024
Institutional positions in Bank of Montreal as of Mar 31, 2024. 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
- 492
- +8 vs. Q4 2023
- Shares held
- 348.7M
- +7.12M (+2.1%) vs. Q4 2023
- Total value
- $34.1B
- +$253.0M (+0.7%) vs. Q4 2023
- New holders
- 52
- 179 more added
- Sold out
- 44
- 148 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $71 | 0.00% | 0 | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5 | $489 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $746 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 12 | $1.09K | 0.00% | +12 | New |
| CoreCap Advisors, LLC | 12 | $1.19K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 23 | $2.25K | 0.00% | −420−94.8% | Reduced |
| Sandy Spring Bank | 23 | $2.25K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $3.13K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 34 | $3.32K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $3.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.91K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42 | $4.00K | 0.00% | −1,300−96.9% | Reduced |
| Financial Perspectives, Inc | 45 | $4.43K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 56 | $5.47K | 0.00% | +1+1.8% | Added |
| Tower Research Capital LLC (TRC) | 60 | $5.86K | 0.00% | −6,002−99.0% | Reduced |
| Venturi Wealth Management, LLC | 60 | $5.86K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 64 | $6.25K | 0.00% | +14+28.0% | Added |
| First Horizon Advisors, Inc. | 67 | $6.54K | 0.00% | +39+139.3% | Added |
| Signature Resources Capital Management, LLC | 71 | $7.03K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 73 | $7.13K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 75 | $7.33K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 83 | $8.11K | 0.00% | 00.0% | Unchanged |
| Natixis | 88 | $8.60K | 0.00% | +88 | New |
| Pineridge Advisors LLC | 96 | $9.40K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $9.76K | 0.01% | −113−53.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.77K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $9.77K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $10.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 115 | $11.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 115 | $11.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 118 | $11.6K | 0.00% | +1+0.9% | Added |
| Daiwa Securities Group Inc. | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 126 | $12.3K | 0.00% | −303−70.6% | Reduced |
| Smartleaf Asset Management LLC | 150 | $14.5K | 0.00% | −8−5.1% | Reduced |
| McIlrath & Eck, LLC | 160 | $15.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $15.7K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 181 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 188 | $18.4K | 0.00% | −154−45.0% | Reduced |
| Atlas Capital Advisors LLC | 190 | $18.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 194 | $18.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $19.5K | 0.00% | +200 | New |
| Rothschild Investment LLC | 200 | $19.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 221 | $22.0K | 0.00% | +28+14.5% | Added |
| Proequities, Inc. | 240 | $23.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 250 | $24.4K | 0.00% | +250 | New |
| VisionPoint Advisory Group, LLC | 254 | $24.8K | 0.01% | −8−3.1% | Reduced |
| Bruce G. Allen Investments, LLC | 259 | $25.3K | 0.02% | +77+42.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $26.4K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 280 | $27.3K | 0.00% | +72+34.6% | Added |
| Zions Bancorporation, N.A. | 310 | $30.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 352 | $34.4K | 0.00% | +14+4.1% | Added |
| MUFG Securities (Canada), Ltd. | 377 | $36.8K | 0.00% | +377 | New |
| Cullen/Frost Bankers, Inc. | 417 | $40.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 460 | $45.0K | 0.00% | +3+0.7% | Added |
| First Manhattan Co | 500 | $48.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 510 | $49.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 529 | $51.7K | 0.00% | +2+0.4% | Added |
| Massmutual Trust Co FSB | 533 | $52.1K | 0.00% | +82+18.2% | Added |
| EverSource Wealth Advisors, LLC | 623 | $55.6K | 0.00% | +160+34.6% | Added |
| Private Trust Co NA | 598 | $58.4K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 600 | $58.6K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 635 | $62.0K | 0.01% | +139+28.0% | Added |
| Winch Advisory Services, LLC | 642 | $62.7K | 0.02% | +292+83.4% | Added |
| Farther Finance Advisors, LLC | 713 | $69.6K | 0.00% | +30+4.4% | Added |
| Crewe Advisors LLC | 715 | $69.8K | 0.01% | +715 | New |
| Hexagon Capital Partners LLC | 760 | $74.2K | 0.02% | +206+37.2% | Added |
| Bray Capital Advisors | 800 | $78.1K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 803 | $78.4K | 0.03% | 00.0% | Unchanged |
| Rhumbline Advisers | 823 | $80.4K | 0.00% | −172−17.3% | Reduced |
| CWM, LLC | 851 | $83.0K | 0.00% | +173+25.5% | Added |
| JJJ Advisors Inc. | 861 | $84.1K | 0.02% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 892 | $87.1K | 0.04% | −50−5.3% | Reduced |
| Whittier Trust Co | 926 | $90.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 960 | $93.8K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $95.7K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 991 | $96.8K | 0.00% | +100+11.2% | Added |
| Tompkins Financial Corp | 1,000 | $97.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $97.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $97.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $97.7K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,003 | $98.0K | 0.00% | +1,003 | New |
| Winthrop Capital Management, LLC | 1,007 | $98.0K | 0.05% | +34+3.5% | Added |
| Central Trust Co | 1,030 | $100.6K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,055 | $104.4K | 0.00% | +1,055 | New |
| Pathway Financial Advisers, LLC | 1,075 | $105.0K | 0.04% | +142+15.2% | Added |
| Hills Bank & Trust Co | 1,104 | $107.8K | 0.01% | +1,104 | New |
| Groupama Asset Managment | 1,111 | $108.6K | 0.00% | +1,111 | New |
| Caldwell Sutter Capital, Inc. | 1,189 | $116.1K | 0.06% | +35+3.0% | Added |
| Tacita Capital Inc | 1,216 | $118.8K | 0.08% | −815−40.1% | Reduced |
| Compass Wealth Management LLC | 1,240 | $121.1K | 0.03% | +640+106.7% | Added |
| Allworth Financial LP | 1,329 | $129.8K | 0.00% | +8+0.6% | Added |
| Tobam | 1,355 | $132.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,400 | $136.0K | 0.03% | +1,400 | New |
| Webster Bank, N. A. | 1,400 | $136.8K | 0.02% | 00.0% | Unchanged |