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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 13,396 | $1.31M | 0.25% | −91−0.7% | Reduced |
| Trexquant Investment LP | 13,472 | $1.32M | 0.03% | +13,472 | New |
| UniSuper Management Pty Ltd | 10,200 | $1.35M | 0.01% | +5,000+96.2% | Added |
| Curbstone Financial Management Corp | 13,834 | $1.35M | 0.29% | +100+0.7% | Added |
| Pathstone Holdings, LLC | 13,873 | $1.36M | 0.01% | −176−1.3% | Reduced |
| Midland Wealth Advisors LLC | 13,992 | $1.37M | 0.08% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 14,570 | $1.42M | 0.15% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,022 | $1.47M | 0.00% | +1,005+7.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,453 | $1.51M | 0.00% | +272+1.8% | Added |
| Advisors Asset Management, Inc. | 15,903 | $1.55M | 0.03% | −140−0.9% | Reduced |
| Barclays PLC | 16,583 | $1.62M | 0.00% | +3,643+28.2% | Added |
| Nexus Investment Management ULC | 16,844 | $1.65M | 0.16% | +300+1.8% | Added |
| Cetera Investment Advisers | 17,171 | $1.68M | 0.00% | +14,076+454.8% | Added |
| Campbell & CO Investment Adviser LLC | 17,872 | $1.75M | 0.15% | +17,872 | New |
| Employees Provident Fund Board | 18,200 | $1.78M | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 18,283 | $1.79M | 0.00% | +1,016+5.9% | Added |
| NorthRock Partners, LLC | 19,141 | $1.87M | 0.07% | +24+0.1% | Added |
| Umb Bank N A | 19,172 | $1.87M | 0.03% | −1,201−5.9% | Reduced |
| Wetherby Asset Management Inc | 19,355 | $1.89M | 0.09% | −43−0.2% | Reduced |
| MML Investors Services, LLC | 19,800 | $1.93M | 0.01% | −586−2.9% | Reduced |
| Private Advisor Group, LLC | 20,419 | $1.99M | 0.01% | +87+0.4% | Added |
| Assenagon Asset Management S.A. | 20,708 | $2.02M | 0.01% | +481+2.4% | Added |
| Gries Financial LLC | 21,042 | $2.06M | 0.34% | −267−1.3% | Reduced |
| Gold Investment Management Ltd. | 22,145 | $2.16M | 0.87% | +409+1.9% | Added |
| Resources Management Corp | 22,439 | $2.19M | 0.32% | −425−1.9% | Reduced |
| Man Group plc | 22,549 | $2.20M | 0.01% | +3,060+15.7% | Added |
| US Bancorp | 22,797 | $2.23M | 0.00% | +1,003+4.6% | Added |
| APG Asset Management N.V. | 25,040 | $2.27M | 0.00% | −100−0.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $2.31M | 0.03% | −20,103−45.9% | Reduced |
| Principal Financial Group Inc | 24,200 | $2.37M | 0.00% | −1,000−4.0% | Reduced |
| Royal London Asset Management Ltd | 24,356 | $2.38M | 0.01% | −65,872−73.0% | Reduced |
| CI Private Wealth, LLC | 24,360 | $2.38M | 0.00% | −8,243−25.3% | Reduced |
| Anson Funds Management LP | 25,000 | $2.44M | 0.18% | +25,000 | New |
| Bessemer Group Inc | 25,180 | $2.46M | 0.00% | +22,894+1,001.5% | Added |
| Barometer Capital Management Inc. | 20,389 | $2.51M | 0.65% | +149+0.7% | Added |
| United Services Automobile Association | 25,810 | $2.52M | 0.06% | −180,305−87.5% | Reduced |
| Metis Global Partners, LLC | 26,397 | $2.58M | 0.09% | −2,876−9.8% | Reduced |
| Advisor Group Holdings, Inc. | 26,396 | $2.58M | 0.01% | −1,836−6.5% | Reduced |
| HighTower Advisors, LLC | 26,777 | $2.62M | 0.00% | −1,377−4.9% | Reduced |
| WoodTrust Financial Corp | 27,713 | $2.71M | 0.43% | +568+2.1% | Added |
| Hillsdale Investment Management Inc. | 28,547 | $2.79M | 0.22% | −1,100−3.7% | Reduced |
| Creative Planning | 28,988 | $2.83M | 0.00% | +2,743+10.5% | Added |
| Capital Group Private Client Services, Inc. | 29,417 | $2.87M | 0.03% | +8,340+39.6% | Added |
| Quantbot Technologies LP | 29,543 | $2.89M | 0.16% | +22,463+317.3% | Added |
| Pinnacle Associates Ltd | 30,200 | $2.95M | 0.05% | +9,700+47.3% | Added |
| Silver Lake Advisory, LLC | 30,536 | $2.98M | 1.33% | −330−1.1% | Reduced |
| Harvest Portfolios Group Inc. | 30,562 | $2.98M | 0.12% | +57+0.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 31,956 | $3.09M | 0.20% | −31,459−49.6% | Reduced |
| PCJ Investment Counsel Ltd. | 33,131 | $3.24M | 1.07% | −21,380−39.2% | Reduced |
| Keybank National Association | 33,862 | $3.31M | 0.01% | +15,473+84.1% | Added |
| Ninepoint Partners LP | 33,921 | $3.31M | 0.42% | +33,921 | New |
| SpiderRock Advisors, LLC | 36,117 | $3.39M | 0.11% | +36,117 | New |
| Maryland State Retirement & Pension System | 37,503 | $3.40M | 0.07% | +12,935+52.6% | Added |
| Baird Financial Group, Inc. | 36,158 | $3.53M | 0.01% | +528+1.5% | Added |
| Intech Investment Management LLC | 40,902 | $4.00M | 0.06% | +40,902 | New |
| Natixis Advisors, L.P. | 41,313 | $4.04M | 0.01% | +3,372+8.9% | Added |
| Mariner, LLC | 43,716 | $4.27M | 0.01% | +18,297+72.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,820 | $4.28M | 0.01% | +557+1.3% | Added |
| Crossmark Global Holdings, Inc. | 44,128 | $4.31M | 0.08% | −1,848−4.0% | Reduced |
| NBT Bank N A | 45,436 | $4.44M | 0.32% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 46,179 | $4.51M | 0.01% | +517+1.1% | Added |
| Rathbone Brothers plc | 49,413 | $4.83M | 0.03% | −2,510−4.8% | Reduced |
| Ensign Peak Advisors, Inc | 48,729 | $4.89M | 0.01% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 51,535 | $5.03M | 0.21% | +13,480+35.4% | Added |
| Ossiam | 52,148 | $5.10M | 0.09% | −8,830−14.5% | Reduced |
| Caldwell Investment Management Ltd. | 52,400 | $5.11M | 3.81% | +600+1.2% | Added |
| Beacon Pointe Advisors, LLC | 53,053 | $5.18M | 0.06% | −508−0.9% | Reduced |
| Alliancebernstein L.P. | 53,492 | $5.23M | 0.00% | +1,617+3.1% | Added |
| Romano Brothers and Company | 53,633 | $5.24M | 0.72% | −1,413−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 56,036 | $5.47M | 0.01% | +1,208+2.2% | Added |
| Dana Investment Advisors, Inc. | 56,401 | $5.51M | 0.18% | −240−0.4% | Reduced |
| M&T Bank Corp | 60,360 | $5.91M | 0.02% | +1,092+1.8% | Added |
| LPL Financial LLC | 61,699 | $6.03M | 0.00% | +3,224+5.5% | Added |
| Envestnet Asset Management Inc | 62,959 | $6.15M | 0.00% | +23,186+58.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 69,514 | $6.79M | 2.12% | +298+0.4% | Added |
| Wells Fargo & Company | 70,067 | $6.84M | 0.00% | −38,532−35.5% | Reduced |
| Northwest Bancshares, Inc. | 71,320 | $6.97M | 1.10% | −637−0.9% | Reduced |
| Capital Fund Management S.A. | 72,288 | $7.06M | 0.09% | +52,641+267.9% | Added |
| Raymond James & Associates | 73,075 | $7.14M | 0.00% | −11,417−13.5% | Reduced |
| Citadel Advisors LLC | 73,107 | $7.14M | 0.01% | −102,878−58.5% | Reduced |
| Janus Henderson Group PLC | 76,953 | $7.52M | 0.00% | −28,634−27.1% | Reduced |
| Federated Hermes, Inc. | 79,050 | $7.72M | 0.02% | −5,287−6.3% | Reduced |
| Utah Retirement Systems | 85,272 | $8.33M | 0.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 81,044 | $9.26M | 0.00% | +9,175+12.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 95,187 | $9.30M | 0.05% | +1,900+2.0% | Added |
| American Assets Investment Management, LLC | 96,000 | $9.38M | 0.89% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 97,465 | $9.53M | 0.07% | −63,671−39.5% | Reduced |
| Renaissance Technologies LLC | 103,400 | $10.1M | 0.02% | +103,400 | New |
| USS Investment Management Ltd | 106,506 | $10.4M | 0.09% | +1,897+1.8% | Added |
| Wellington Management Group LLP | 106,954 | $10.5M | 0.00% | +333+0.3% | Added |
| St Germain D J Co Inc | 108,807 | $10.6M | 0.52% | −5,861−5.1% | Reduced |
| Northwest & Ethical Investments L.P. | 124,159 | $12.1M | 0.35% | +5,016+4.2% | Added |
| Investment Management Corp of Ontario | 125,531 | $12.3M | 0.36% | −27,157−17.8% | Reduced |
| Stifel Financial Corp | 128,888 | $12.6M | 0.01% | +75,109+139.7% | Added |
| Van Eck Associates Corp | 128,969 | $12.6M | 0.02% | +20,599+19.0% | Added |
| Voloridge Investment Management, LLC | 132,190 | $12.9M | 0.05% | −4,405−3.2% | Reduced |
| American Century Companies Inc | 133,157 | $13.0M | 0.01% | +11,803+9.7% | Added |
| Vontobel Holding Ltd. | 133,124 | $13.0M | 0.10% | −5,797−4.2% | Reduced |
| Neuberger Berman Group LLC | 141,598 | $13.8M | 0.01% | −18,306−11.4% | Reduced |
| DekaBank Deutsche Girozentrale | 144,907 | $13.9M | 0.03% | −16,128−10.0% | Reduced |