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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −15,629−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,333−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −11,999−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,483−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −10,441−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,304−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −8,614−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,657−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,107−100.0% | Sold out |
| Beacon Financial Group | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,647−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,563−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,286−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −3,976−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −3,265−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −3,215−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| Chiron Capital Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −2,308−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |