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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 3,700 | $361.4K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,689 | $360.3K | 0.05% | −500−11.9% | Reduced |
| PDS Planning, Inc | 3,674 | $358.9K | 0.04% | +91+2.5% | Added |
| KLCM Advisors, Inc. | 3,663 | $357.8K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,658 | $357.5K | 0.05% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 3,645 | $356.0K | 0.04% | −4,000−52.3% | Reduced |
| Trust Co of Vermont | 3,618 | $353.4K | 0.02% | +20+0.6% | Added |
| Brighton Jones LLC | 3,606 | $352.2K | 0.01% | +4+0.1% | Added |
| SlateStone Wealth, LLC | 3,600 | $352.0K | 0.04% | +3,600 | New |
| Jamison Private Wealth Management, Inc. | 3,558 | $347.5K | 0.06% | 00.0% | Unchanged |
| Puzo Michael J | 3,500 | $341.9K | 0.09% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,474 | $339.3K | 0.01% | +814+30.6% | Added |
| Schechter Investment Advisors, LLC | 3,450 | $337.0K | 0.03% | +289+9.1% | Added |
| Sequoia Financial Advisors, LLC | 3,429 | $334.9K | 0.00% | +327+10.5% | Added |
| Pinebridge Investments, L.P. | 2,509 | $331.8K | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 3,351 | $327.0K | 0.02% | −4,352−56.5% | Reduced |
| Cozad Asset Management Inc | 3,209 | $313.5K | 0.03% | −160−4.7% | Reduced |
| Captrust Financial Advisors | 3,104 | $303.2K | 0.00% | −259−7.7% | Reduced |
| Wintrust Investments LLC | 3,103 | $303.0K | 0.03% | +99+3.3% | Added |
| Brown Brothers Harriman & Co | 3,079 | $300.8K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,058 | $298.7K | 0.01% | +6+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,035 | $296.5K | 0.05% | 00.0% | Unchanged |
| Hartline Investment Corp | 3,035 | $296.5K | 0.05% | +3,035 | New |
| Doliver Advisors, LP | 3,008 | $293.8K | 0.08% | −323−9.7% | Reduced |
| Cobblestone Capital Advisors LLC | 3,000 | $293.0K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,968 | $289.9K | 0.04% | −11−0.4% | Reduced |
| Tradition Wealth Management, LLC | 2,964 | $289.5K | 0.03% | +11+0.4% | Added |
| Diversified Trust Co | 2,959 | $289.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,945 | $287.7K | 0.00% | +869+41.9% | Added |
| Park National Corp | 2,935 | $286.7K | 0.01% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,920 | $285.2K | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 2,885 | $281.8K | 0.07% | +437+17.9% | Added |
| Atomi Financial Group, Inc. | 2,885 | $281.8K | 0.03% | +2,885 | New |
| Sierra Summit Advisors LLC | 2,884 | $281.7K | 0.08% | +126+4.6% | Added |
| Southland Equity Partners LLC | 2,865 | $279.9K | 0.08% | +93+3.4% | Added |
| United Capital Financial Advisers, LLC | 2,864 | $279.7K | 0.00% | −243−7.8% | Reduced |
| Magnus Financial Group LLC | 2,857 | $279.1K | 0.03% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,808 | $274.3K | 0.05% | −329−10.5% | Reduced |
| Five Oceans Advisors | 2,774 | $271.0K | 0.14% | +3+0.1% | Added |
| Guggenheim Capital LLC | 2,773 | $270.9K | 0.00% | +2,773 | New |
| Parallel Advisors, LLC | 2,769 | $270.5K | 0.01% | +428+18.3% | Added |
| Smith, Moore & Co. | 2,758 | $269.4K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 2,701 | $264.3K | 0.00% | −25,084−90.3% | Reduced |
| Engineers Gate Manager LP | 2,700 | $263.7K | 0.01% | −3,463−56.2% | Reduced |
| Cipher Capital LP | 2,682 | $262.0K | 0.12% | +2,682 | New |
| Archetype Wealth Partners | 2,672 | $261.0K | 0.04% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 2,667 | $260.5K | 0.00% | +2,667 | New |
| Henshaw Capital LLC | 2,662 | $260.0K | 0.01% | +271+11.3% | Added |
| Fielder Capital Group LLC | 2,643 | $258.2K | 0.12% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 2,635 | $257.4K | 0.03% | +2,635 | New |
| Atria Wealth Solutions, Inc. | 2,559 | $249.9K | 0.00% | +282+12.4% | Added |
| Old National Bancorp | 2,558 | $249.9K | 0.01% | +2,558 | New |
| Fifth Third Bancorp | 2,549 | $249.0K | 0.00% | −50−1.9% | Reduced |
| Valeo Financial Advisors, LLC | 2,681 | $248.9K | 0.01% | +20+0.8% | Added |
| Lindbrook Capital, LLC | 2,520 | $246.2K | 0.02% | +46+1.9% | Added |
| North Star Investment Management Corp. | 2,516 | $245.7K | 0.02% | +2+0.1% | Added |
| CVA Family Office, LLC | 2,513 | $245.5K | 0.04% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,479 | $242.1K | 0.01% | −476−16.1% | Reduced |
| Annex Advisory Services, LLC | 2,423 | $236.7K | 0.01% | +98+4.2% | Added |
| KPP Advisory Services LLC | 2,403 | $234.8K | 0.06% | −84−3.4% | Reduced |
| Ameritas Advisory Services, LLC | 2,568 | $233.0K | 0.01% | −46−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 2,368 | $231.3K | 0.02% | +193+8.9% | Added |
| Westwood Holdings Group Inc. | 2,336 | $228.0K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,419 | $228.0K | 0.02% | +22+0.9% | Added |
| Prio Wealth Limited Partnership | 2,331 | $227.7K | 0.01% | +2,331 | New |
| Patten & Patten Inc | 2,328 | $227.4K | 0.02% | 00.0% | Unchanged |
| Landaas & Co | 2,326 | $227.0K | 0.07% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,299 | $224.6K | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,299 | $224.6K | 0.01% | +220+10.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,281 | $222.8K | 0.00% | −175−7.1% | Reduced |
| PEAK6 Investments LLC | 2,241 | $218.9K | 0.01% | +2,241 | New |
| Wrapmanager Inc | 2,231 | $217.9K | 0.06% | +173+8.4% | Added |
| REDW Wealth LLC | 2,220 | $216.8K | 0.06% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,202 | $215.1K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 2,157 | $210.7K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,156 | $210.6K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,150 | $210.0K | 0.02% | −3,152−59.4% | Reduced |
| Townsend & Associates, Inc | 2,225 | $208.8K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,108 | $205.9K | 0.00% | −144−6.4% | Reduced |
| Firestone Capital Management | 2,100 | $205.1K | 0.06% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $202.7K | 0.06% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 2,064 | $201.6K | 0.02% | +7+0.3% | Added |
| Two Sigma Securities, LLC | 2,063 | $201.5K | 0.01% | +2,063 | New |
| Westover Capital Advisors, LLC | 2,000 | $195.4K | 0.06% | +2,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,965 | $191.9K | 0.01% | +288+17.2% | Added |
| GAMMA Investing LLC | 1,740 | $170.0K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,668 | $162.9K | 0.04% | −15,350−90.2% | Reduced |
| Quadrant Capital Group LLC | 1,665 | $162.6K | 0.01% | −24−1.4% | Reduced |
| Brown Shipley& Co Ltd | 1,643 | $160.4K | 0.05% | +1,643 | New |
| Macquarie Group Ltd | 1,624 | $158.7K | 0.00% | +1,624 | New |
| Caldwell Trust Co | 1,500 | $146.5K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,430 | $139.7K | 0.00% | +100+7.5% | Added |
| Webster Bank, N. A. | 1,400 | $136.8K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,400 | $136.0K | 0.03% | +1,400 | New |
| Tobam | 1,355 | $132.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,329 | $129.8K | 0.00% | +8+0.6% | Added |
| Compass Wealth Management LLC | 1,240 | $121.1K | 0.03% | +640+106.7% | Added |
| Tacita Capital Inc | 1,216 | $118.8K | 0.08% | −815−40.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,189 | $116.1K | 0.06% | +35+3.0% | Added |
| Groupama Asset Managment | 1,111 | $108.6K | 0.00% | +1,111 | New |