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 |
|---|---|---|---|---|---|
| Watershed Private Wealth LLC | 4,000 | $390.7K | 0.17% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,001 | $390.8K | 0.13% | −577−12.6% | Reduced |
| Commerce Bank | 4,003 | $391.0K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,009 | $391.6K | 0.00% | +1,591+65.8% | Added |
| Ibex Wealth Advisors | 4,663 | $422.0K | 0.11% | +4,660+155,333.3% | Added |
| Biltmore Family Office, LLC | 4,334 | $423.3K | 0.08% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 4,350 | $424.9K | 0.17% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,422 | $432.0K | 0.05% | −23−0.5% | Reduced |
| Baskin Financial Services Inc. | 4,430 | $432.0K | 0.04% | −157−3.4% | Reduced |
| Silverlake Wealth Management LLC | 4,427 | $432.5K | 0.22% | −595−11.8% | Reduced |
| Rowland & Co Investment Counsel | 4,476 | $437.2K | 0.09% | 00.0% | Unchanged |
| Patten Group, Inc. | 4,484 | $438.0K | 0.11% | −500−10.0% | Reduced |
| D. E. Shaw & Co., Inc. | 4,500 | $439.5K | 0.00% | +600+15.4% | Added |
| Ellenbecker Investment Group | 4,505 | $440.1K | 0.09% | +400+9.7% | Added |
| Patrick M Sweeney & Associates, Inc | 4,508 | $440.3K | 0.36% | +2,408+114.7% | Added |
| Gulf International Bank (UK) Ltd | 4,535 | $442.0K | 0.01% | +332+7.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,582 | $448.0K | 0.01% | +35+0.8% | Added |
| Integrated Wealth Concepts LLC | 4,636 | $452.8K | 0.01% | −230−4.7% | Reduced |
| Credit Agricole S A | 4,991 | $454.2K | 0.01% | +501+11.2% | Added |
| Portland Investment Counsel Inc. | 8,000 | $455.0K | 0.25% | −128,997−94.2% | Reduced |
| Prudential Financial Inc | 4,770 | $465.9K | 0.00% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 4,784 | $467.3K | 0.30% | +4,784 | New |
| Nwam LLC | 5,139 | $473.1K | 0.04% | +3+0.1% | Added |
| Nebula Research & Development LLC | 4,895 | $478.1K | 0.10% | +4,895 | New |
| Brinker Capital Investments, LLC | 4,902 | $478.8K | 0.01% | +224+4.8% | Added |
| Orion Portfolio Solutions, LLC | 4,902 | $478.8K | 0.01% | +224+4.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 5,002 | $483.4K | 0.03% | +5,002 | New |
| Zacks Investment Management | 4,988 | $487.2K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 5,025 | $490.8K | 0.01% | −590−10.5% | Reduced |
| Intrua Financial, LLC | 5,125 | $500.6K | 0.08% | +204+4.1% | Added |
| Financial Counselors Inc | 5,271 | $514.9K | 0.01% | −4−0.1% | Reduced |
| Vise Technologies, Inc. | 5,327 | $520.4K | 0.10% | +1,832+52.4% | Added |
| Dixon Mitchell Investment Counsel Inc. | 5,387 | $526.5K | 0.03% | −1,375−20.3% | Reduced |
| NBC Securities, Inc. | 5,441 | $531.0K | 0.05% | −172−3.1% | Reduced |
| Forum Financial Management, LP | 5,477 | $535.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,541 | $541.2K | 0.00% | −27,657−83.3% | Reduced |
| Capstone Investment Advisors, LLC | 5,547 | $541.8K | 0.01% | +5,547 | New |
| Evergreen Capital Management LLC | 5,607 | $547.7K | 0.02% | +225+4.2% | Added |
| Gradient Investments LLC | 5,622 | $549.2K | 0.01% | −539−8.7% | Reduced |
| Burney Co | 5,793 | $565.9K | 0.02% | −576−9.0% | Reduced |
| Harbour Investments, Inc. | 5,967 | $582.9K | 0.02% | +2,082+53.6% | Added |
| Busey Wealth Management | 6,000 | $586.1K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 6,058 | $591.7K | 0.02% | +1,905+45.9% | Added |
| Simplex Trading, LLC | 6,122 | $597.0K | 0.02% | +6,122 | New |
| Dorsey & Whitney Trust CO LLC | 6,167 | $602.4K | 0.04% | +428+7.5% | Added |
| Monograph Wealth Advisors, LLC | 6,179 | $603.6K | 0.09% | +6,179 | New |
| Pacifica Partners Inc. | 6,334 | $605.8K | 0.27% | +2,204+53.4% | Added |
| Harbour Trust & Investment Management Co | 6,221 | $607.7K | 0.08% | −305−4.7% | Reduced |
| Pacer Advisors, Inc. | 6,386 | $623.8K | 0.00% | −236−3.6% | Reduced |
| Syon Capital LLC | 6,389 | $624.1K | 0.06% | +120+1.9% | Added |
| Journey Strategic Wealth LLC | 6,471 | $632.1K | 0.03% | +6,471 | New |
| Wolverine Trading, LLC | 6,542 | $639.0K | 0.01% | −8,077−55.3% | Reduced |
| Davis-Rea Ltd. | 6,586 | $643.5K | 0.29% | −2,948−30.9% | Reduced |
| STRS Ohio | 6,624 | $647.0K | 0.00% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,692 | $653.7K | 0.48% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6,783 | $662.6K | 0.22% | +6,783 | New |
| Candriam Luxembourg S.C.A. | 6,849 | $669.3K | 0.00% | −224,966−97.0% | Reduced |
| CIBC Private Wealth Group, LLC | 6,999 | $683.2K | 0.00% | −901−11.4% | Reduced |
| AXA S.A. | 7,360 | $718.9K | 0.00% | −56−0.8% | Reduced |
| Vaughan & Co Securities, Inc. | 7,386 | $721.5K | 0.46% | −696−8.6% | Reduced |
| Kestra Advisory Services, LLC | 7,394 | $722.3K | 0.00% | +174+2.4% | Added |
| Crescent Grove Advisors, LLC | 7,445 | $727.2K | 0.08% | −404−5.1% | Reduced |
| Jefferies Financial Group Inc. | 7,592 | $741.6K | 0.01% | +100+1.3% | Added |
| Veriti Management LLC | 7,975 | $779.0K | 0.06% | +305+4.0% | Added |
| David Loasby | 7,952 | $782.2K | 0.08% | −2,252−22.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,039 | $785.3K | 0.18% | −100−1.2% | Reduced |
| Ignite Planners, LLC | 8,084 | $789.1K | 0.22% | −1,683−17.2% | Reduced |
| JCIC Asset Management Inc. | 8,142 | $795.3K | 0.33% | −353−4.2% | Reduced |
| Blair William & Co | 8,231 | $804.0K | 0.00% | −2,944−26.3% | Reduced |
| ICA Group Wealth Management, LLC | 8,400 | $820.5K | 0.16% | −50−0.6% | Reduced |
| Louisbourg Investments Inc. | 8,428 | $823.6K | 0.23% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,458 | $826.2K | 0.02% | +657+8.4% | Added |
| D.A. Davidson & Co. | 8,479 | $828.3K | 0.01% | −2,535−23.0% | Reduced |
| Quantinno Capital Management LP | 8,529 | $833.0K | 0.02% | +4,798+128.6% | Added |
| North Star Asset Management Inc | 8,609 | $840.9K | 0.04% | −345−3.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,872 | $866.7K | 0.05% | −415−4.5% | Reduced |
| State Street Corp | 8,912 | $870.5K | 0.00% | 00.0% | Unchanged |
| Mairs & Power Inc | 9,000 | $879.1K | 0.01% | 00.0% | Unchanged |
| First American Bank | 9,360 | $914.3K | 0.07% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $927.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,579 | $935.6K | 0.00% | −2,556−21.1% | Reduced |
| Probity Advisors, Inc. | 9,651 | $942.7K | 0.19% | −136−1.4% | Reduced |
| Capital World Investors | 9,749 | $951.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,785 | $955.0K | 0.05% | +19+0.2% | Added |
| Cresset Asset Management, LLC | 10,021 | $978.9K | 0.00% | +483+5.1% | Added |
| JustInvest LLC | 10,148 | $991.2K | 0.02% | +1,759+21.0% | Added |
| Berger Financial Group, Inc | 10,172 | $993.6K | 0.08% | +1,841+22.1% | Added |
| The PNC Financial Services Group, Inc. | 10,337 | $1.01M | 0.00% | +156+1.5% | Added |
| Cerity Partners LLC | 10,537 | $1.03M | 0.00% | +4,078+63.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,741 | $1.05M | 0.00% | −2,327−17.8% | Reduced |
| Shell Asset Management Co | 12,691 | $1.06M | 0.05% | −10,800−46.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,628 | $1.13M | 0.01% | +5,015+75.8% | Added |
| Ritholtz Wealth Management | 12,114 | $1.18M | 0.04% | +3,684+43.7% | Added |
| Texas Yale Capital Corp. | 12,338 | $1.21M | 0.05% | +962+8.5% | Added |
| Sciencast Management LP | 12,453 | $1.22M | 0.74% | +12,453 | New |
| Rodgers Brothers Inc. | 12,475 | $1.22M | 0.17% | +1,500+13.7% | Added |
| Yousif Capital Management, LLC | 12,577 | $1.23M | 0.01% | +60+0.5% | Added |
| IFG Advisory, LLC | 13,122 | $1.28M | 0.10% | −649−4.7% | Reduced |
| Associated Banc-Corp | 13,267 | $1.30M | 0.04% | −432−3.2% | Reduced |
| Cumberland Partners Ltd | 13,367 | $1.31M | 0.09% | −12,236−47.8% | Reduced |