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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,628 | $1.13M | 0.01% | +5,015+75.8% | Added |
| Shell Asset Management Co | 12,691 | $1.06M | 0.05% | −10,800−46.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,741 | $1.05M | 0.00% | −2,327−17.8% | Reduced |
| Cerity Partners LLC | 10,537 | $1.03M | 0.00% | +4,078+63.1% | Added |
| The PNC Financial Services Group, Inc. | 10,337 | $1.01M | 0.00% | +156+1.5% | Added |
| Berger Financial Group, Inc | 10,172 | $993.6K | 0.08% | +1,841+22.1% | Added |
| JustInvest LLC | 10,148 | $991.2K | 0.02% | +1,759+21.0% | Added |
| Cresset Asset Management, LLC | 10,021 | $978.9K | 0.00% | +483+5.1% | Added |
| Smithfield Trust Co | 9,785 | $955.0K | 0.05% | +19+0.2% | Added |
| Capital World Investors | 9,749 | $951.8K | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 9,651 | $942.7K | 0.19% | −136−1.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,579 | $935.6K | 0.00% | −2,556−21.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $927.9K | 0.00% | 00.0% | Unchanged |
| First American Bank | 9,360 | $914.3K | 0.07% | 00.0% | Unchanged |
| Mairs & Power Inc | 9,000 | $879.1K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 8,912 | $870.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 8,872 | $866.7K | 0.05% | −415−4.5% | Reduced |
| North Star Asset Management Inc | 8,609 | $840.9K | 0.04% | −345−3.9% | Reduced |
| Quantinno Capital Management LP | 8,529 | $833.0K | 0.02% | +4,798+128.6% | Added |
| D.A. Davidson & Co. | 8,479 | $828.3K | 0.01% | −2,535−23.0% | Reduced |
| Signaturefd, LLC | 8,458 | $826.2K | 0.02% | +657+8.4% | Added |
| Louisbourg Investments Inc. | 8,428 | $823.6K | 0.23% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 8,400 | $820.5K | 0.16% | −50−0.6% | Reduced |
| Blair William & Co | 8,231 | $804.0K | 0.00% | −2,944−26.3% | Reduced |
| JCIC Asset Management Inc. | 8,142 | $795.3K | 0.33% | −353−4.2% | Reduced |
| Ignite Planners, LLC | 8,084 | $789.1K | 0.22% | −1,683−17.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,039 | $785.3K | 0.18% | −100−1.2% | Reduced |
| David Loasby | 7,952 | $782.2K | 0.08% | −2,252−22.1% | Reduced |
| Veriti Management LLC | 7,975 | $779.0K | 0.06% | +305+4.0% | Added |
| Jefferies Financial Group Inc. | 7,592 | $741.6K | 0.01% | +100+1.3% | Added |
| Crescent Grove Advisors, LLC | 7,445 | $727.2K | 0.08% | −404−5.1% | Reduced |
| Kestra Advisory Services, LLC | 7,394 | $722.3K | 0.00% | +174+2.4% | Added |
| Vaughan & Co Securities, Inc. | 7,386 | $721.5K | 0.46% | −696−8.6% | Reduced |
| AXA S.A. | 7,360 | $718.9K | 0.00% | −56−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 6,999 | $683.2K | 0.00% | −901−11.4% | Reduced |
| Candriam Luxembourg S.C.A. | 6,849 | $669.3K | 0.00% | −224,966−97.0% | Reduced |
| GoalVest Advisory LLC | 6,783 | $662.6K | 0.22% | +6,783 | New |
| Ti-Trust, Inc | 6,692 | $653.7K | 0.48% | 00.0% | Unchanged |
| STRS Ohio | 6,624 | $647.0K | 0.00% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 6,586 | $643.5K | 0.29% | −2,948−30.9% | Reduced |
| Wolverine Trading, LLC | 6,542 | $639.0K | 0.01% | −8,077−55.3% | Reduced |
| Journey Strategic Wealth LLC | 6,471 | $632.1K | 0.03% | +6,471 | New |
| Syon Capital LLC | 6,389 | $624.1K | 0.06% | +120+1.9% | Added |
| Pacer Advisors, Inc. | 6,386 | $623.8K | 0.00% | −236−3.6% | Reduced |
| Harbour Trust & Investment Management Co | 6,221 | $607.7K | 0.08% | −305−4.7% | Reduced |
| Pacifica Partners Inc. | 6,334 | $605.8K | 0.27% | +2,204+53.4% | Added |
| Monograph Wealth Advisors, LLC | 6,179 | $603.6K | 0.09% | +6,179 | New |
| Dorsey & Whitney Trust CO LLC | 6,167 | $602.4K | 0.04% | +428+7.5% | Added |
| Simplex Trading, LLC | 6,122 | $597.0K | 0.02% | +6,122 | New |
| Great Valley Advisor Group, Inc. | 6,058 | $591.7K | 0.02% | +1,905+45.9% | Added |
| Busey Wealth Management | 6,000 | $586.1K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,967 | $582.9K | 0.02% | +2,082+53.6% | Added |
| Burney Co | 5,793 | $565.9K | 0.02% | −576−9.0% | Reduced |
| Gradient Investments LLC | 5,622 | $549.2K | 0.01% | −539−8.7% | Reduced |
| Evergreen Capital Management LLC | 5,607 | $547.7K | 0.02% | +225+4.2% | Added |
| Capstone Investment Advisors, LLC | 5,547 | $541.8K | 0.01% | +5,547 | New |
| Squarepoint Ops LLC | 5,541 | $541.2K | 0.00% | −27,657−83.3% | Reduced |
| Forum Financial Management, LP | 5,477 | $535.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,441 | $531.0K | 0.05% | −172−3.1% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 5,387 | $526.5K | 0.03% | −1,375−20.3% | Reduced |
| Vise Technologies, Inc. | 5,327 | $520.4K | 0.10% | +1,832+52.4% | Added |
| Financial Counselors Inc | 5,271 | $514.9K | 0.01% | −4−0.1% | Reduced |
| Intrua Financial, LLC | 5,125 | $500.6K | 0.08% | +204+4.1% | Added |
| Oppenheimer & Co Inc | 5,025 | $490.8K | 0.01% | −590−10.5% | Reduced |
| Zacks Investment Management | 4,988 | $487.2K | 0.01% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 5,002 | $483.4K | 0.03% | +5,002 | 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 |
| Nebula Research & Development LLC | 4,895 | $478.1K | 0.10% | +4,895 | New |
| Nwam LLC | 5,139 | $473.1K | 0.04% | +3+0.1% | Added |
| Passumpsic Savings Bank | 4,784 | $467.3K | 0.30% | +4,784 | New |
| Prudential Financial Inc | 4,770 | $465.9K | 0.00% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 8,000 | $455.0K | 0.25% | −128,997−94.2% | Reduced |
| Credit Agricole S A | 4,991 | $454.2K | 0.01% | +501+11.2% | Added |
| Integrated Wealth Concepts LLC | 4,636 | $452.8K | 0.01% | −230−4.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,582 | $448.0K | 0.01% | +35+0.8% | Added |
| Gulf International Bank (UK) Ltd | 4,535 | $442.0K | 0.01% | +332+7.9% | Added |
| Patrick M Sweeney & Associates, Inc | 4,508 | $440.3K | 0.36% | +2,408+114.7% | Added |
| Ellenbecker Investment Group | 4,505 | $440.1K | 0.09% | +400+9.7% | Added |
| D. E. Shaw & Co., Inc. | 4,500 | $439.5K | 0.00% | +600+15.4% | Added |
| Patten Group, Inc. | 4,484 | $438.0K | 0.11% | −500−10.0% | Reduced |
| Rowland & Co Investment Counsel | 4,476 | $437.2K | 0.09% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,427 | $432.5K | 0.22% | −595−11.8% | Reduced |
| Baskin Financial Services Inc. | 4,430 | $432.0K | 0.04% | −157−3.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,422 | $432.0K | 0.05% | −23−0.5% | Reduced |
| David R. Rahn & Associates Inc. | 4,350 | $424.9K | 0.17% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,334 | $423.3K | 0.08% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 4,663 | $422.0K | 0.11% | +4,660+155,333.3% | Added |
| Avantax Advisory Services, Inc. | 4,009 | $391.6K | 0.00% | +1,591+65.8% | Added |
| Commerce Bank | 4,003 | $391.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,001 | $390.8K | 0.13% | −577−12.6% | Reduced |
| Boltwood Capital Management | 4,000 | $390.7K | 0.12% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 4,000 | $390.7K | 0.17% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,223 | $385.3K | 0.01% | +4,223 | New |
| First Affirmative Financial Network | 3,917 | $382.6K | 0.28% | −11−0.3% | Reduced |
| Susquehanna International Group, LLP | 3,855 | $376.6K | 0.00% | +3,855 | New |
| Camden Capital, LLC | 3,850 | $376.1K | 0.03% | 00.0% | Unchanged |
| Quilter Plc | 3,850 | $376.1K | 0.01% | +3,850 | New |
| Independent Advisor Alliance | 3,800 | $371.2K | 0.01% | +1,031+37.2% | Added |
| MAI Capital Management | 3,722 | $363.6K | 0.00% | +3,722 | New |