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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 124,159 | $12.1M | 0.35% | +5,016+4.2% | Added |
| St Germain D J Co Inc | 108,807 | $10.6M | 0.52% | −5,861−5.1% | Reduced |
| Wellington Management Group LLP | 106,954 | $10.5M | 0.00% | +333+0.3% | Added |
| USS Investment Management Ltd | 106,506 | $10.4M | 0.09% | +1,897+1.8% | Added |
| Renaissance Technologies LLC | 103,400 | $10.1M | 0.02% | +103,400 | New |
| Public Sector Pension Investment Board | 97,465 | $9.53M | 0.07% | −63,671−39.5% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $9.38M | 0.89% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 95,187 | $9.30M | 0.05% | +1,900+2.0% | Added |
| Ameriprise Financial Inc | 81,044 | $9.26M | 0.00% | +9,175+12.8% | Added |
| Utah Retirement Systems | 85,272 | $8.33M | 0.10% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 79,050 | $7.72M | 0.02% | −5,287−6.3% | Reduced |
| Janus Henderson Group PLC | 76,953 | $7.52M | 0.00% | −28,634−27.1% | Reduced |
| Citadel Advisors LLC | 73,107 | $7.14M | 0.01% | −102,878−58.5% | Reduced |
| Raymond James & Associates | 73,075 | $7.14M | 0.00% | −11,417−13.5% | Reduced |
| Capital Fund Management S.A. | 72,288 | $7.06M | 0.09% | +52,641+267.9% | Added |
| Northwest Bancshares, Inc. | 71,320 | $6.97M | 1.10% | −637−0.9% | Reduced |
| Wells Fargo & Company | 70,067 | $6.84M | 0.00% | −38,532−35.5% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 69,514 | $6.79M | 2.12% | +298+0.4% | Added |
| Envestnet Asset Management Inc | 62,959 | $6.15M | 0.00% | +23,186+58.3% | Added |
| LPL Financial LLC | 61,699 | $6.03M | 0.00% | +3,224+5.5% | Added |
| M&T Bank Corp | 60,360 | $5.91M | 0.02% | +1,092+1.8% | Added |
| Dana Investment Advisors, Inc. | 56,401 | $5.51M | 0.18% | −240−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 56,036 | $5.47M | 0.01% | +1,208+2.2% | Added |
| Romano Brothers and Company | 53,633 | $5.24M | 0.72% | −1,413−2.6% | Reduced |
| Alliancebernstein L.P. | 53,492 | $5.23M | 0.00% | +1,617+3.1% | Added |
| Beacon Pointe Advisors, LLC | 53,053 | $5.18M | 0.06% | −508−0.9% | Reduced |
| Caldwell Investment Management Ltd. | 52,400 | $5.11M | 3.81% | +600+1.2% | Added |
| Ossiam | 52,148 | $5.10M | 0.09% | −8,830−14.5% | Reduced |
| Azimuth Capital Investment Management LLC | 51,535 | $5.03M | 0.21% | +13,480+35.4% | Added |
| Ensign Peak Advisors, Inc | 48,729 | $4.89M | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 49,413 | $4.83M | 0.03% | −2,510−4.8% | Reduced |
| Allianz Asset Management GmbH | 46,179 | $4.51M | 0.01% | +517+1.1% | Added |
| NBT Bank N A | 45,436 | $4.44M | 0.32% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 44,128 | $4.31M | 0.08% | −1,848−4.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 43,820 | $4.28M | 0.01% | +557+1.3% | Added |
| Mariner, LLC | 43,716 | $4.27M | 0.01% | +18,297+72.0% | Added |
| Natixis Advisors, L.P. | 41,313 | $4.04M | 0.01% | +3,372+8.9% | Added |
| Intech Investment Management LLC | 40,902 | $4.00M | 0.06% | +40,902 | New |
| Baird Financial Group, Inc. | 36,158 | $3.53M | 0.01% | +528+1.5% | Added |
| Maryland State Retirement & Pension System | 37,503 | $3.40M | 0.07% | +12,935+52.6% | Added |
| SpiderRock Advisors, LLC | 36,117 | $3.39M | 0.11% | +36,117 | New |
| Ninepoint Partners LP | 33,921 | $3.31M | 0.42% | +33,921 | New |
| Keybank National Association | 33,862 | $3.31M | 0.01% | +15,473+84.1% | Added |
| PCJ Investment Counsel Ltd. | 33,131 | $3.24M | 1.07% | −21,380−39.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 31,956 | $3.09M | 0.20% | −31,459−49.6% | Reduced |
| Harvest Portfolios Group Inc. | 30,562 | $2.98M | 0.12% | +57+0.2% | Added |
| Silver Lake Advisory, LLC | 30,536 | $2.98M | 1.33% | −330−1.1% | Reduced |
| Pinnacle Associates Ltd | 30,200 | $2.95M | 0.05% | +9,700+47.3% | Added |
| Quantbot Technologies LP | 29,543 | $2.89M | 0.16% | +22,463+317.3% | Added |
| Capital Group Private Client Services, Inc. | 29,417 | $2.87M | 0.03% | +8,340+39.6% | Added |
| Creative Planning | 28,988 | $2.83M | 0.00% | +2,743+10.5% | Added |
| Hillsdale Investment Management Inc. | 28,547 | $2.79M | 0.22% | −1,100−3.7% | Reduced |
| WoodTrust Financial Corp | 27,713 | $2.71M | 0.43% | +568+2.1% | Added |
| HighTower Advisors, LLC | 26,777 | $2.62M | 0.00% | −1,377−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 26,396 | $2.58M | 0.01% | −1,836−6.5% | Reduced |
| Metis Global Partners, LLC | 26,397 | $2.58M | 0.09% | −2,876−9.8% | Reduced |
| United Services Automobile Association | 25,810 | $2.52M | 0.06% | −180,305−87.5% | Reduced |
| Barometer Capital Management Inc. | 20,389 | $2.51M | 0.65% | +149+0.7% | Added |
| Bessemer Group Inc | 25,180 | $2.46M | 0.00% | +22,894+1,001.5% | Added |
| Anson Funds Management LP | 25,000 | $2.44M | 0.18% | +25,000 | New |
| CI Private Wealth, LLC | 24,360 | $2.38M | 0.00% | −8,243−25.3% | Reduced |
| Royal London Asset Management Ltd | 24,356 | $2.38M | 0.01% | −65,872−73.0% | Reduced |
| Principal Financial Group Inc | 24,200 | $2.37M | 0.00% | −1,000−4.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $2.31M | 0.03% | −20,103−45.9% | Reduced |
| APG Asset Management N.V. | 25,040 | $2.27M | 0.00% | −100−0.4% | Reduced |
| US Bancorp | 22,797 | $2.23M | 0.00% | +1,003+4.6% | Added |
| Man Group plc | 22,549 | $2.20M | 0.01% | +3,060+15.7% | Added |
| Resources Management Corp | 22,439 | $2.19M | 0.32% | −425−1.9% | Reduced |
| Gold Investment Management Ltd. | 22,145 | $2.16M | 0.87% | +409+1.9% | Added |
| Gries Financial LLC | 21,042 | $2.06M | 0.34% | −267−1.3% | Reduced |
| Assenagon Asset Management S.A. | 20,708 | $2.02M | 0.01% | +481+2.4% | Added |
| Private Advisor Group, LLC | 20,419 | $1.99M | 0.01% | +87+0.4% | Added |
| MML Investors Services, LLC | 19,800 | $1.93M | 0.01% | −586−2.9% | Reduced |
| Wetherby Asset Management Inc | 19,355 | $1.89M | 0.09% | −43−0.2% | Reduced |
| Umb Bank N A | 19,172 | $1.87M | 0.03% | −1,201−5.9% | Reduced |
| NorthRock Partners, LLC | 19,141 | $1.87M | 0.07% | +24+0.1% | Added |
| Truist Financial Corp | 18,283 | $1.79M | 0.00% | +1,016+5.9% | Added |
| Employees Provident Fund Board | 18,200 | $1.78M | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 17,872 | $1.75M | 0.15% | +17,872 | New |
| Cetera Investment Advisers | 17,171 | $1.68M | 0.00% | +14,076+454.8% | Added |
| Nexus Investment Management ULC | 16,844 | $1.65M | 0.16% | +300+1.8% | Added |
| Barclays PLC | 16,583 | $1.62M | 0.00% | +3,643+28.2% | Added |
| Advisors Asset Management, Inc. | 15,903 | $1.55M | 0.03% | −140−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,453 | $1.51M | 0.00% | +272+1.8% | Added |
| Janney Montgomery Scott LLC | 15,022 | $1.47M | 0.00% | +1,005+7.2% | Added |
| Naples Global Advisors, LLC | 14,570 | $1.42M | 0.15% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 13,992 | $1.37M | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 13,873 | $1.36M | 0.01% | −176−1.3% | Reduced |
| Curbstone Financial Management Corp | 13,834 | $1.35M | 0.29% | +100+0.7% | Added |
| UniSuper Management Pty Ltd | 10,200 | $1.35M | 0.01% | +5,000+96.2% | Added |
| Trexquant Investment LP | 13,472 | $1.32M | 0.03% | +13,472 | New |
| Cigna Investments Inc | 13,396 | $1.31M | 0.25% | −91−0.7% | Reduced |
| Cumberland Partners Ltd | 13,367 | $1.31M | 0.09% | −12,236−47.8% | Reduced |
| Associated Banc-Corp | 13,267 | $1.30M | 0.04% | −432−3.2% | Reduced |
| IFG Advisory, LLC | 13,122 | $1.28M | 0.10% | −649−4.7% | Reduced |
| Yousif Capital Management, LLC | 12,577 | $1.23M | 0.01% | +60+0.5% | Added |
| Rodgers Brothers Inc. | 12,475 | $1.22M | 0.17% | +1,500+13.7% | Added |
| Sciencast Management LP | 12,453 | $1.22M | 0.74% | +12,453 | New |
| Texas Yale Capital Corp. | 12,338 | $1.21M | 0.05% | +962+8.5% | Added |
| Ritholtz Wealth Management | 12,114 | $1.18M | 0.04% | +3,684+43.7% | Added |