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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 1,430 | $139.7K | 0.00% | +100+7.5% | Added |
| Caldwell Trust Co | 1,500 | $146.5K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,624 | $158.7K | 0.00% | +1,624 | New |
| Brown Shipley& Co Ltd | 1,643 | $160.4K | 0.05% | +1,643 | New |
| Quadrant Capital Group LLC | 1,665 | $162.6K | 0.01% | −24−1.4% | Reduced |
| Studio Investment Management LLC | 1,668 | $162.9K | 0.04% | −15,350−90.2% | Reduced |
| GAMMA Investing LLC | 1,740 | $170.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,965 | $191.9K | 0.01% | +288+17.2% | Added |
| Westover Capital Advisors, LLC | 2,000 | $195.4K | 0.06% | +2,000 | New |
| Two Sigma Securities, LLC | 2,063 | $201.5K | 0.01% | +2,063 | New |
| SNS Financial Group, LLC | 2,064 | $201.6K | 0.02% | +7+0.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $202.7K | 0.06% | 00.0% | Unchanged |
| Firestone Capital Management | 2,100 | $205.1K | 0.06% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,108 | $205.9K | 0.00% | −144−6.4% | Reduced |
| Townsend & Associates, Inc | 2,225 | $208.8K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,150 | $210.0K | 0.02% | −3,152−59.4% | Reduced |
| Independent Financial Group, LLC | 2,156 | $210.6K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 2,157 | $210.7K | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,202 | $215.1K | 0.01% | 00.0% | Unchanged |
| REDW Wealth LLC | 2,220 | $216.8K | 0.06% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,231 | $217.9K | 0.06% | +173+8.4% | Added |
| PEAK6 Investments LLC | 2,241 | $218.9K | 0.01% | +2,241 | New |
| Steward Partners Investment Advisory, LLC | 2,281 | $222.8K | 0.00% | −175−7.1% | Reduced |
| RMB Capital Management, LLC | 2,299 | $224.6K | 0.01% | +220+10.6% | Added |
| Trifecta Capital Advisors, LLC | 2,299 | $224.6K | 0.05% | 00.0% | Unchanged |
| Landaas & Co | 2,326 | $227.0K | 0.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,328 | $227.4K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,331 | $227.7K | 0.01% | +2,331 | New |
| Westwood Holdings Group Inc. | 2,336 | $228.0K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,419 | $228.0K | 0.02% | +22+0.9% | Added |
| Checchi Capital Advisers, LLC | 2,368 | $231.3K | 0.02% | +193+8.9% | Added |
| Ameritas Advisory Services, LLC | 2,568 | $233.0K | 0.01% | −46−1.8% | Reduced |
| KPP Advisory Services LLC | 2,403 | $234.8K | 0.06% | −84−3.4% | Reduced |
| Annex Advisory Services, LLC | 2,423 | $236.7K | 0.01% | +98+4.2% | Added |
| Mesirow Financial Investment Management, Inc. | 2,479 | $242.1K | 0.01% | −476−16.1% | Reduced |
| CVA Family Office, LLC | 2,513 | $245.5K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,516 | $245.7K | 0.02% | +2+0.1% | Added |
| Lindbrook Capital, LLC | 2,520 | $246.2K | 0.02% | +46+1.9% | Added |
| Valeo Financial Advisors, LLC | 2,681 | $248.9K | 0.01% | +20+0.8% | Added |
| Fifth Third Bancorp | 2,549 | $249.0K | 0.00% | −50−1.9% | Reduced |
| Old National Bancorp | 2,558 | $249.9K | 0.01% | +2,558 | New |
| Atria Wealth Solutions, Inc. | 2,559 | $249.9K | 0.00% | +282+12.4% | Added |
| Grey Street Capital, LLC | 2,635 | $257.4K | 0.03% | +2,635 | New |
| Fielder Capital Group LLC | 2,643 | $258.2K | 0.12% | 00.0% | Unchanged |
| Henshaw Capital LLC | 2,662 | $260.0K | 0.01% | +271+11.3% | Added |
| Bahl & Gaynor Inc | 2,667 | $260.5K | 0.00% | +2,667 | New |
| Archetype Wealth Partners | 2,672 | $261.0K | 0.04% | 00.0% | Unchanged |
| Cipher Capital LP | 2,682 | $262.0K | 0.12% | +2,682 | New |
| Engineers Gate Manager LP | 2,700 | $263.7K | 0.01% | −3,463−56.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,701 | $264.3K | 0.00% | −25,084−90.3% | Reduced |
| Smith, Moore & Co. | 2,758 | $269.4K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,769 | $270.5K | 0.01% | +428+18.3% | Added |
| Guggenheim Capital LLC | 2,773 | $270.9K | 0.00% | +2,773 | New |
| Five Oceans Advisors | 2,774 | $271.0K | 0.14% | +3+0.1% | Added |
| 180 Wealth Advisors, LLC | 2,808 | $274.3K | 0.05% | −329−10.5% | Reduced |
| Magnus Financial Group LLC | 2,857 | $279.1K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,864 | $279.7K | 0.00% | −243−7.8% | Reduced |
| Southland Equity Partners LLC | 2,865 | $279.9K | 0.08% | +93+3.4% | Added |
| Sierra Summit Advisors LLC | 2,884 | $281.7K | 0.08% | +126+4.6% | Added |
| Atomi Financial Group, Inc. | 2,885 | $281.8K | 0.03% | +2,885 | New |
| Beverly Hills Private Wealth, LLC | 2,885 | $281.8K | 0.07% | +437+17.9% | Added |
| Enterprise Bank & Trust Co | 2,920 | $285.2K | 0.10% | 00.0% | Unchanged |
| Park National Corp | 2,935 | $286.7K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,945 | $287.7K | 0.00% | +869+41.9% | Added |
| Diversified Trust Co | 2,959 | $289.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,964 | $289.5K | 0.03% | +11+0.4% | Added |
| Thompson Investment Management, Inc. | 2,968 | $289.9K | 0.04% | −11−0.4% | Reduced |
| Cobblestone Capital Advisors LLC | 3,000 | $293.0K | 0.02% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,008 | $293.8K | 0.08% | −323−9.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $296.5K | 0.05% | 00.0% | Unchanged |
| Hartline Investment Corp | 3,035 | $296.5K | 0.05% | +3,035 | New |
| Prospera Financial Services Inc | 3,058 | $298.7K | 0.01% | +6+0.2% | Added |
| Brown Brothers Harriman & Co | 3,079 | $300.8K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,103 | $303.0K | 0.03% | +99+3.3% | Added |
| Captrust Financial Advisors | 3,104 | $303.2K | 0.00% | −259−7.7% | Reduced |
| Cozad Asset Management Inc | 3,209 | $313.5K | 0.03% | −160−4.7% | Reduced |
| Foster & Motley Inc | 3,351 | $327.0K | 0.02% | −4,352−56.5% | Reduced |
| Pinebridge Investments, L.P. | 2,509 | $331.8K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,429 | $334.9K | 0.00% | +327+10.5% | Added |
| Schechter Investment Advisors, LLC | 3,450 | $337.0K | 0.03% | +289+9.1% | Added |
| Ballentine Partners, LLC | 3,474 | $339.3K | 0.01% | +814+30.6% | Added |
| Puzo Michael J | 3,500 | $341.9K | 0.09% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,558 | $347.5K | 0.06% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 3,600 | $352.0K | 0.04% | +3,600 | New |
| Brighton Jones LLC | 3,606 | $352.2K | 0.01% | +4+0.1% | Added |
| Trust Co of Vermont | 3,618 | $353.4K | 0.02% | +20+0.6% | Added |
| Pegasus Partners Ltd. | 3,645 | $356.0K | 0.04% | −4,000−52.3% | Reduced |
| Qtron Investments LLC | 3,658 | $357.5K | 0.05% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 3,663 | $357.8K | 0.05% | 00.0% | Unchanged |
| PDS Planning, Inc | 3,674 | $358.9K | 0.04% | +91+2.5% | Added |
| Pensionmark Financial Group, LLC | 3,689 | $360.3K | 0.05% | −500−11.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,700 | $361.4K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 3,722 | $363.6K | 0.00% | +3,722 | New |
| Independent Advisor Alliance | 3,800 | $371.2K | 0.01% | +1,031+37.2% | Added |
| Quilter Plc | 3,850 | $376.1K | 0.01% | +3,850 | New |
| Camden Capital, LLC | 3,850 | $376.1K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,855 | $376.6K | 0.00% | +3,855 | New |
| First Affirmative Financial Network | 3,917 | $382.6K | 0.28% | −11−0.3% | Reduced |
| Merit Financial Group, LLC | 4,223 | $385.3K | 0.01% | +4,223 | New |
| Boltwood Capital Management | 4,000 | $390.7K | 0.12% | 00.0% | Unchanged |