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, Q2 2024
Institutional positions in Bank of Montreal as of Jun 30, 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
- 477
- −10 vs. Q1 2024
- Shares held
- 352.0M
- +5.51M (+1.6%) vs. Q1 2024
- Total value
- $29.5B
- −$4.40B (−13.0%) vs. Q1 2024
- New holders
- 53
- 157 more added
- Sold out
- 63
- 172 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 5 | $420 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $420 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 9 | $755 | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 12 | $1.01K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 16 | $1.34K | 0.00% | +16 | New |
| Sandy Spring Bank | 23 | $1.93K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $2.00K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 30 | $2.52K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 32 | $2.53K | 0.00% | +20+166.7% | Added |
| Western Pacific Wealth Management, LP | 32 | $2.68K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.35K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 42 | $3.52K | 0.00% | +8+23.5% | Added |
| Christopher J. Hasenberg, Inc | 43 | $3.61K | 0.00% | +43 | New |
| Johnson Financial Group, Inc. | 44 | $3.69K | 0.00% | +44 | New |
| Financial Perspectives, Inc | 46 | $3.84K | 0.00% | +1+2.2% | Added |
| Financial Avengers, Inc. | 50 | $4.19K | 0.00% | −50−50.0% | Reduced |
| Penserra Capital Management LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 68 | $5.70K | 0.00% | +4+6.3% | Added |
| Signature Resources Capital Management, LLC | 71 | $5.95K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 74 | $6.21K | 0.00% | +14+23.3% | Added |
| MeadowBrook Investment Advisors LLC | 75 | $6.29K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 96 | $8.06K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $9.22K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 115 | $9.64K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 115 | $9.64K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 119 | $10.0K | 0.00% | +1+0.8% | Added |
| GWM Advisors LLC | 124 | $10.4K | 0.00% | −156−55.7% | Reduced |
| Tradewinds Capital Management, LLC | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 129 | $10.8K | 0.01% | +129 | New |
| Triad Wealth Partners, LLC | 150 | $12.6K | 0.01% | +150 | New |
| JFS Wealth Advisors, LLC | 157 | $13.2K | 0.00% | −37−19.1% | Reduced |
| Addison Advisors LLC | 158 | $13.2K | 0.00% | +158 | New |
| McIlrath & Eck, LLC | 160 | $13.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 161 | $13.5K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 175 | $14.7K | 0.01% | −79−31.1% | Reduced |
| Smartleaf Asset Management LLC | 178 | $14.8K | 0.00% | +28+18.7% | Added |
| Financial Management Professionals, Inc. | 184 | $15.0K | 0.00% | −37−16.7% | Reduced |
| WFA Asset Management Corp | 181 | $15.2K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 188 | $15.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 190 | $15.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 198 | $16.6K | 0.00% | +131+195.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Natixis | 206 | $17.3K | 0.00% | +118+134.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 218 | $18.3K | 0.00% | −1,747−88.9% | Reduced |
| Proequities, Inc. | 240 | $20.1K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 250 | $21.0K | 0.02% | +250 | New |
| Ronald Blue Trust, Inc. | 217 | $21.2K | 0.00% | +91+72.2% | Added |
| Bruce G. Allen Investments, LLC | 259 | $21.7K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 263 | $22.1K | 0.02% | +263 | New |
| PEAK6 Investments LLC | 267 | $22.4K | 0.00% | −1,974−88.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $22.6K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 278 | $25.0K | 0.00% | +278 | New |
| IAG Wealth Partners, LLC | 335 | $28.1K | 0.01% | −300−47.2% | Reduced |
| Winch Advisory Services, LLC | 350 | $29.3K | 0.01% | −292−45.5% | Reduced |
| Zions Bancorporation, N.A. | 350 | $29.3K | 0.00% | +40+12.9% | Added |
| Principal Securities, Inc. | 352 | $29.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $33.5K | 0.00% | −315−44.1% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $33.7K | 0.01% | +400 | New |
| Cullen/Frost Bankers, Inc. | 417 | $35.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 432 | $36.2K | 0.00% | −97−18.3% | Reduced |
| Capital Analysts, LLC | 463 | $39.0K | 0.00% | +3+0.7% | Added |
| Rothschild Investment LLC | 475 | $39.8K | 0.00% | +275+137.5% | Added |
| Huntington National Bank | 491 | $41.2K | 0.00% | −500−50.5% | Reduced |
| JNBA Financial Advisors | 500 | $41.9K | 0.00% | −500−50.0% | Reduced |
| Grove Bank & Trust | 510 | $42.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 570 | $47.8K | 0.00% | +37+6.9% | Added |
| Private Trust Co NA | 598 | $50.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 600 | $50.3K | 0.00% | −430−41.7% | Reduced |
| Princeton Global Asset Management LLC | 600 | $50.3K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 700 | $58.7K | 0.04% | +700 | New |
| Tacita Capital Inc | 737 | $61.8K | 0.04% | −479−39.4% | Reduced |
| Farther Finance Advisors, LLC | 761 | $63.3K | 0.00% | +48+6.7% | Added |
| Hexagon Capital Partners LLC | 766 | $64.2K | 0.01% | +6+0.8% | Added |
| Ridgewood Investments LLC | 773 | $64.8K | 0.03% | +773 | New |
| Bray Capital Advisors | 800 | $67.1K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 803 | $67.3K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 813 | $68.2K | 0.00% | +813 | New |
| 1620 Investment Advisors, Inc. | 1,194 | $71.5K | 0.05% | +1,194 | New |
| CWM, LLC | 856 | $72.0K | 0.00% | +5+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 859 | $72.0K | 0.04% | −330−27.8% | Reduced |
| JJJ Advisors Inc. | 861 | $72.2K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 903 | $75.7K | 0.00% | +80+9.7% | Added |
| Blue Bell Private Wealth Management, LLC | 960 | $80.5K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 971 | $81.4K | 0.03% | +971 | New |
| Iron Horse Wealth Management, LLC | 980 | $82.2K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $83.8K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $83.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $83.8K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,058 | $89.0K | 0.04% | +51+5.1% | Added |
| Pathway Financial Advisers, LLC | 1,087 | $91.0K | 0.03% | +12+1.1% | Added |
| Whittier Trust Co | 1,092 | $91.6K | 0.00% | +166+17.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,139 | $95.6K | 0.00% | +1,139 | New |
| Edmond de Rothschild Holding S.A. | 1,204 | $100.9K | 0.00% | +1,204 | New |
| Compass Wealth Management LLC | 1,240 | $104.0K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,080 | $105.5K | 0.00% | +25+2.4% | Added |
| Cromwell Holdings LLC | 1,266 | $106.2K | 0.06% | +1,266 | New |
| Quadrant Capital Group LLC | 1,312 | $110.0K | 0.01% | −353−21.2% | Reduced |