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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 1,104 | $107.8K | 0.01% | +1,104 | New |
| Pathway Financial Advisers, LLC | 1,075 | $105.0K | 0.04% | +142+15.2% | Added |
| Mather Group, LLC. | 1,055 | $104.4K | 0.00% | +1,055 | New |
| Central Trust Co | 1,030 | $100.6K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,007 | $98.0K | 0.05% | +34+3.5% | Added |
| Walleye Trading LLC | 1,003 | $98.0K | 0.00% | +1,003 | New |
| Tompkins Financial Corp | 1,000 | $97.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $97.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $97.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,000 | $97.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 991 | $96.8K | 0.00% | +100+11.2% | Added |
| Iron Horse Wealth Management, LLC | 980 | $95.7K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 960 | $93.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 926 | $90.5K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 892 | $87.1K | 0.04% | −50−5.3% | Reduced |
| JJJ Advisors Inc. | 861 | $84.1K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 851 | $83.0K | 0.00% | +173+25.5% | Added |
| Rhumbline Advisers | 823 | $80.4K | 0.00% | −172−17.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 803 | $78.4K | 0.03% | 00.0% | Unchanged |
| Bray Capital Advisors | 800 | $78.1K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 760 | $74.2K | 0.02% | +206+37.2% | Added |
| Crewe Advisors LLC | 715 | $69.8K | 0.01% | +715 | New |
| Farther Finance Advisors, LLC | 713 | $69.6K | 0.00% | +30+4.4% | Added |
| Winch Advisory Services, LLC | 642 | $62.7K | 0.02% | +292+83.4% | Added |
| IAG Wealth Partners, LLC | 635 | $62.0K | 0.01% | +139+28.0% | Added |
| Princeton Global Asset Management LLC | 600 | $58.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 598 | $58.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 623 | $55.6K | 0.00% | +160+34.6% | Added |
| Massmutual Trust Co FSB | 533 | $52.1K | 0.00% | +82+18.2% | Added |
| Global Retirement Partners, LLC | 529 | $51.7K | 0.00% | +2+0.4% | Added |
| Grove Bank & Trust | 510 | $49.8K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 500 | $48.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 460 | $45.0K | 0.00% | +3+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 417 | $40.7K | 0.00% | 00.0% | Unchanged |
| MUFG Securities (Canada), Ltd. | 377 | $36.8K | 0.00% | +377 | New |
| Principal Securities, Inc. | 352 | $34.4K | 0.00% | +14+4.1% | Added |
| Zions Bancorporation, N.A. | 310 | $30.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 280 | $27.3K | 0.00% | +72+34.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $26.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 259 | $25.3K | 0.02% | +77+42.3% | Added |
| VisionPoint Advisory Group, LLC | 254 | $24.8K | 0.01% | −8−3.1% | Reduced |
| Larson Financial Group LLC | 250 | $24.4K | 0.00% | +250 | New |
| Proequities, Inc. | 240 | $23.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 221 | $22.0K | 0.00% | +28+14.5% | Added |
| Rothschild Investment LLC | 200 | $19.5K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $19.5K | 0.00% | +200 | New |
| JFS Wealth Advisors, LLC | 194 | $18.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 190 | $18.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 188 | $18.4K | 0.00% | −154−45.0% | Reduced |
| WFA Asset Management Corp | 181 | $17.7K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $15.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $15.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 150 | $14.5K | 0.00% | −8−5.1% | Reduced |
| Ronald Blue Trust, Inc. | 126 | $12.3K | 0.00% | −303−70.6% | Reduced |
| Tradewinds Capital Management, LLC | 125 | $12.2K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 118 | $11.6K | 0.00% | +1+0.9% | Added |
| Assetmark, Inc | 115 | $11.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 115 | $11.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $10.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.77K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 100 | $9.77K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $9.76K | 0.01% | −113−53.1% | Reduced |
| Pineridge Advisors LLC | 96 | $9.40K | 0.00% | 00.0% | Unchanged |
| Natixis | 88 | $8.60K | 0.00% | +88 | New |
| BNP Paribas Arbitrage, SA | 83 | $8.11K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 75 | $7.33K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 73 | $7.13K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 71 | $7.03K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 67 | $6.54K | 0.00% | +39+139.3% | Added |
| IFP Advisors, Inc | 64 | $6.25K | 0.00% | +14+28.0% | Added |
| Tower Research Capital LLC (TRC) | 60 | $5.86K | 0.00% | −6,002−99.0% | Reduced |
| Venturi Wealth Management, LLC | 60 | $5.86K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 56 | $5.47K | 0.00% | +1+1.8% | Added |
| Penserra Capital Management LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 45 | $4.43K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 42 | $4.00K | 0.00% | −1,300−96.9% | Reduced |
| Motco | 40 | $3.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.91K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 34 | $3.32K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $3.13K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 23 | $2.25K | 0.00% | −420−94.8% | Reduced |
| Sandy Spring Bank | 23 | $2.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $1.19K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 12 | $1.09K | 0.00% | +12 | New |
| Continuum Advisory, LLC | 8 | $746 | 0.00% | +8 | New |
| Atlantic Edge Private Wealth Management, LLC | 5 | $489 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1 | $98 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $71 | 0.00% | 0 | Unchanged |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −204,569−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −85,556−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −66,272−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −34,529−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −32,605−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −32,175−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −28,475−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −17,275−100.0% | Sold out |