Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 477 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ2 2024: $29.5B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2024.

Institutions holding BMO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Bartlett & Co. Wealth Management LLC1,330$111.5K0.00%−100−7.0%Reduced
Allworth Financial LP1,342$116.7K0.00%+13+1.0%Added
Cyrus J. Lawrence, LLC1,400$117.0K0.02%00.0%Unchanged
Webster Bank, N. A.1,400$117.4K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC1,481$124.9K0.01%+858+137.7%Added
Caldwell Trust Co1,500$125.8K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)1,580$132.5K0.00%+1,520+2,533.3%Added
Macquarie Group Ltd1,624$136.4K0.00%00.0%Unchanged
Studio Investment Management LLC1,668$139.9K0.03%00.0%Unchanged
GAMMA Investing LLC1,829$153.4K0.02%+89+5.1%Added
Tobam1,355$156.0K0.02%00.0%Unchanged
Investors Research Corp2,157$180.9K0.04%00.0%Unchanged
Parallel Advisors, LLC2,175$182.4K0.00%−594−21.5%Reduced
Bogart Wealth, LLC2,202$184.6K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,297$192.6K0.00%+16+0.7%Added
State of Wyoming2,400$201.4K0.03%+2,400New
Annex Advisory Services, LLC2,423$203.2K0.01%00.0%Unchanged
Bahl & Gaynor Inc2,436$204.3K0.00%−231−8.7%Reduced
Mesirow Financial Investment Management, Inc.2,445$205.0K0.00%−34−1.4%Reduced
Fifth Third Bancorp2,474$207.4K0.00%−75−2.9%Reduced
Mitsubishi UFJ Trust & Banking Corp2,501$209.9K0.00%−200−7.4%Reduced
CVA Family Office, LLC2,513$210.7K0.04%00.0%Unchanged
North Star Investment Management Corp.2,517$211.1K0.02%+10.0%Added
Lindbrook Capital, LLC2,529$212.1K0.02%+9+0.4%Added
Old National Bancorp2,558$214.5K0.01%00.0%Unchanged
180 Wealth Advisors, LLC2,531$216.9K0.04%−277−9.9%Reduced
Ameritas Advisory Services, LLC2,610$218.9K0.01%+42+1.6%Added
Fielder Capital Group LLC2,643$221.7K0.09%00.0%Unchanged
Nebula Research & Development LLC2,662$223.2K0.04%−2,233−45.6%Reduced
Archetype Wealth Partners2,672$224.0K0.04%00.0%Unchanged
Valeo Financial Advisors, LLC2,681$224.8K0.01%00.0%Unchanged
Wintrust Investments LLC2,696$226.0K0.02%−407−13.1%Reduced
Park National Corp2,710$227.2K0.01%−225−7.7%Reduced
Henshaw Capital LLC2,743$230.0K0.01%+81+3.0%Added
BNP Paribas Arbitrage, SA2,743$230.0K0.00%+2,660+3,204.8%Added
Guggenheim Capital LLC2,748$230.4K0.00%−25−0.9%Reduced
Smith, Moore & Co.2,758$231.3K0.02%00.0%Unchanged
Doliver Advisors, LP2,788$233.8K0.07%−220−7.3%Reduced
Pinebridge Investments, L.P.2,045$234.8K0.00%−464−18.5%Reduced
CAPROCK Group, Inc.2,802$235.0K0.01%+2,802New
United Capital Financial Advisers, LLC2,818$236.3K0.00%−46−1.6%Reduced
Beverly Hills Private Wealth, LLC2,832$237.5K0.05%−53−1.8%Reduced
Southland Equity Partners LLC2,843$238.4K0.07%−22−0.8%Reduced
Magnus Financial Group LLC2,857$239.6K0.03%00.0%Unchanged
Enterprise Bank & Trust Co2,920$244.8K0.08%00.0%Unchanged
Thompson Investment Management, Inc.2,968$248.9K0.04%00.0%Unchanged
Diversified Trust Co2,988$250.5K0.01%+29+1.0%Added
Cobblestone Capital Advisors LLC3,000$251.6K0.02%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,035$254.5K0.04%00.0%Unchanged
Captrust Financial Advisors3,038$254.7K0.00%−66−2.1%Reduced
Brown Brothers Harriman & Co3,079$258.2K0.00%00.0%Unchanged
Ballentine Partners, LLC3,080$258.3K0.00%−394−11.3%Reduced
Schechter Investment Advisors, LLC3,132$262.7K0.02%−318−9.2%Reduced
Prospera Financial Services Inc3,152$264.3K0.01%+94+3.1%Added
Atomi Financial Group, Inc.3,168$265.6K0.02%+283+9.8%Added
Baskin Financial Services Inc.3,172$266.0K0.02%−1,258−28.4%Reduced
Cozad Asset Management Inc3,209$269.1K0.03%00.0%Unchanged
HighPoint Advisor Group LLC3,324$274.0K0.02%+905+37.4%Added
AE Wealth Management LLC3,296$276.4K0.00%+3,296New
First Affirmative Financial Network3,389$284.1K0.20%−528−13.5%Reduced
Pegasus Partners Ltd.3,412$286.1K0.03%−233−6.4%Reduced
Thrivent Financial for Lutherans3,458$290.0K0.00%+3,458New
Barclays PLC3,468$290.8K0.00%−13,115−79.1%Reduced
Operose Advisors LLC3,486$292.3K0.10%−515−12.9%Reduced
Puzo Michael J3,500$293.5K0.08%00.0%Unchanged
PDS Planning, Inc3,525$295.6K0.03%−149−4.1%Reduced
Jamison Private Wealth Management, Inc.3,558$298.3K0.05%00.0%Unchanged
Sequoia Financial Advisors, LLC3,580$300.2K0.00%+151+4.4%Added
Trust Co of Vermont3,618$303.4K0.02%00.0%Unchanged
Brighton Jones LLC3,660$306.9K0.01%+54+1.5%Added
MQS Management LLC3,702$310.4K0.19%+3,702New
MAI Capital Management3,708$310.9K0.00%−14−0.4%Reduced
Cary Street Partner Investment Advisory LLC3,728$312.6K0.01%+28+0.8%Added
Trifecta Capital Advisors, LLC3,738$313.4K0.07%+1,439+62.6%Added
Quilter Plc3,770$316.5K0.01%−80−2.1%Reduced
Camden Capital, LLC3,929$329.4K0.03%+79+2.1%Added
Independent Advisor Alliance3,937$330.1K0.01%+137+3.6%Added
Ethic Inc.3,941$330.5K0.01%+3,941New
KLCM Advisors, Inc.3,943$330.6K0.04%+280+7.6%Added
Commerce Bank3,995$335.0K0.00%−8−0.2%Reduced
Boltwood Capital Management4,000$335.4K0.10%00.0%Unchanged
Watershed Private Wealth LLC4,000$335.4K0.14%00.0%Unchanged
ICA Group Wealth Management, LLC4,015$336.7K0.20%−4,385−52.2%Reduced
Dixon Mitchell Investment Counsel Inc.4,099$344.0K0.02%−1,288−23.9%Reduced
Savant Capital, LLC4,162$349.0K0.00%+4,162New
Pensionmark Financial Group, LLC4,189$351.2K0.02%+500+13.6%Added
Schonfeld Strategic Advisors LLC4,200$352.2K0.00%+4,200New
Integrated Wealth Concepts LLC4,221$353.9K0.00%−415−9.0%Reduced
SlateStone Wealth, LLC4,277$359.0K0.04%+677+18.8%Added
Merit Financial Group, LLC4,335$363.5K0.01%+112+2.7%Added
Biltmore Family Office, LLC4,347$364.5K0.07%+13+0.3%Added
David R. Rahn & Associates Inc.4,350$364.7K0.12%00.0%Unchanged
Silverlake Wealth Management LLC4,432$371.7K0.15%+5+0.1%Added
Rowland & Co Investment Counsel4,476$375.3K0.08%00.0%Unchanged
Intrua Financial, LLC4,492$376.7K0.06%−633−12.4%Reduced
Ellenbecker Investment Group4,505$377.8K0.08%00.0%Unchanged
Patrick M Sweeney & Associates, Inc4,508$378.0K0.31%00.0%Unchanged
Brinker Capital Investments, LLC4,567$382.9K0.00%−335−6.8%Reduced
Orion Portfolio Solutions, LLC4,567$382.9K0.00%−335−6.8%Reduced
Benjamin F. Edwards & Company, Inc.4,572$383.0K0.01%−10−0.2%Reduced