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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 4,702 | $394.3K | 0.02% | +4,702 | New |
| Prudential Financial Inc | 4,770 | $400.0K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 4,847 | $406.0K | 0.01% | +312+6.9% | Added |
| Colony Group, LLC | 4,872 | $409.0K | 0.00% | +4,872 | New |
| Tradition Wealth Management, LLC | 4,949 | $415.0K | 0.04% | +1,985+67.0% | Added |
| Passumpsic Savings Bank | 5,037 | $422.4K | 0.30% | +253+5.3% | Added |
| NBC Securities, Inc. | 5,070 | $425.0K | 0.04% | −371−6.8% | Reduced |
| Kingsview Wealth Management, LLC | 5,131 | $430.2K | 0.01% | +5,131 | New |
| Avantax Advisory Services, Inc. | 5,137 | $430.8K | 0.00% | +1,128+28.1% | Added |
| Davis-Rea Ltd. | 5,160 | $432.8K | 0.22% | −1,426−21.7% | Reduced |
| Financial Counselors Inc | 5,165 | $433.1K | 0.01% | −106−2.0% | Reduced |
| Graham Capital Management, L.P. | 5,221 | $437.8K | 0.02% | +5,221 | New |
| Cerity Partners LLC | 5,234 | $438.9K | 0.00% | −5,303−50.3% | Reduced |
| Oppenheimer & Co Inc | 5,235 | $439.0K | 0.01% | +210+4.2% | Added |
| Evergreen Capital Management LLC | 5,303 | $444.7K | 0.02% | −304−5.4% | Reduced |
| Forum Financial Management, LP | 5,477 | $459.2K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 5,624 | $471.6K | 0.00% | +5,624 | New |
| Gradient Investments LLC | 5,648 | $473.6K | 0.01% | +26+0.5% | Added |
| Great Valley Advisor Group, Inc. | 5,958 | $499.6K | 0.01% | −100−1.7% | Reduced |
| Busey Wealth Management | 6,000 | $503.1K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 6,045 | $506.9K | 0.00% | +2,190+56.8% | Added |
| Pacifica Partners Inc. | 5,980 | $509.5K | 0.22% | −354−5.6% | Reduced |
| Wolverine Trading, LLC | 6,091 | $510.7K | 0.01% | −451−6.9% | Reduced |
| Vise Technologies, Inc. | 6,115 | $512.8K | 0.09% | +788+14.8% | Added |
| Dorsey & Whitney Trust CO LLC | 6,167 | $517.1K | 0.04% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 6,168 | $517.2K | 0.06% | −53−0.9% | Reduced |
| Midland Wealth Advisors LLC | 6,200 | $519.9K | 0.03% | −7,792−55.7% | Reduced |
| Wealthspire Advisors, LLC | 6,230 | $522.4K | 0.01% | +6,230 | New |
| Harbour Investments, Inc. | 6,256 | $524.6K | 0.02% | +289+4.8% | Added |
| Chiron Capital Management, LLC | 6,301 | $528.3K | 0.50% | +6,301 | New |
| Pacer Advisors, Inc. | 6,361 | $533.4K | 0.00% | −25−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 6,438 | $540.2K | 0.00% | −411−6.0% | Reduced |
| CIBC Private Wealth Group, LLC | 6,631 | $558.7K | 0.00% | −368−5.3% | Reduced |
| Ti-Trust, Inc | 6,692 | $561.1K | 0.43% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 6,697 | $562.2K | 0.23% | −1,445−17.7% | Reduced |
| FORA Capital, LLC | 6,753 | $566.2K | 0.07% | +6,753 | New |
| HSBC Holdings PLC | 6,923 | $579.6K | 0.00% | −299,907−97.7% | Reduced |
| Syon Capital LLC | 6,933 | $581.3K | 0.05% | +544+8.5% | Added |
| GoalVest Advisory LLC | 6,983 | $585.5K | 0.19% | +200+2.9% | Added |
| Crescent Grove Advisors, LLC | 7,445 | $624.3K | 0.07% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 7,492 | $628.2K | 0.01% | −100−1.3% | Reduced |
| Vaughan & Co Securities, Inc. | 7,492 | $628.2K | 0.40% | +106+1.4% | Added |
| Kestra Advisory Services, LLC | 7,607 | $637.8K | 0.00% | +213+2.9% | Added |
| Blair William & Co | 7,668 | $643.0K | 0.00% | −563−6.8% | Reduced |
| Veriti Management LLC | 7,993 | $670.2K | 0.04% | +18+0.2% | Added |
| Walleye Trading LLC | 8,008 | $671.5K | 0.01% | +7,005+698.4% | Added |
| Portland Investment Counsel Inc. | 8,000 | $671.5K | 0.24% | 00.0% | Unchanged |
| GTS Securities LLC | 8,025 | $672.9K | 0.01% | +8,025 | New |
| Ipswich Investment Management Co., Inc. | 8,039 | $674.1K | 0.16% | 00.0% | Unchanged |
| David Loasby | 7,918 | $675.2K | 0.06% | −34−0.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,112 | $680.2K | 0.04% | −760−8.6% | Reduced |
| Quantinno Capital Management LP | 8,320 | $697.7K | 0.01% | −209−2.5% | Reduced |
| Louisbourg Investments Inc. | 8,428 | $707.3K | 0.20% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 8,489 | $711.8K | 0.01% | +10+0.1% | Added |
| North Star Asset Management Inc | 8,499 | $712.6K | 0.03% | −110−1.3% | Reduced |
| Signaturefd, LLC | 8,581 | $719.5K | 0.01% | +123+1.5% | Added |
| MML Investors Services, LLC | 8,694 | $729.0K | 0.00% | −11,106−56.1% | Reduced |
| Journey Strategic Wealth LLC | 8,779 | $736.1K | 0.03% | +2,308+35.7% | Added |
| State Street Corp | 8,912 | $747.3K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,006 | $753.9K | 0.01% | −2,622−22.5% | Reduced |
| Mairs & Power Inc | 9,000 | $754.6K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 9,216 | $771.6K | 0.19% | +1,132+14.0% | Added |
| First American Bank | 9,360 | $784.8K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $797.5K | 0.00% | 00.0% | Unchanged |
| Capital World Investors | 9,749 | $818.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,766 | $819.0K | 0.04% | −19−0.2% | Reduced |
| Balyasny Asset Management LLC | 9,877 | $828.2K | 0.00% | +9,877 | New |
| Walleye Capital LLC | 9,983 | $837.1K | 0.01% | +9,983 | New |
| Berger Financial Group, Inc | 10,077 | $845.0K | 0.07% | −95−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,220 | $857.0K | 0.00% | +641+6.7% | Added |
| The PNC Financial Services Group, Inc. | 10,255 | $859.9K | 0.00% | −82−0.8% | Reduced |
| Probity Advisors, Inc. | 10,603 | $889.1K | 0.18% | +952+9.9% | Added |
| International Assets Investment Management, LLC | 965,001 | $951.4K | 0.09% | +965,001 | New |
| Cresset Asset Management, LLC | 11,439 | $959.1K | 0.00% | +1,418+14.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,522 | $966.0K | 0.00% | +781+7.3% | Added |
| Yousif Capital Management, LLC | 11,642 | $976.2K | 0.01% | −935−7.4% | Reduced |
| Texas Yale Capital Corp. | 11,938 | $1.00M | 0.05% | −400−3.2% | Reduced |
| Ritholtz Wealth Management | 12,042 | $1.01M | 0.03% | −72−0.6% | Reduced |
| Pathstone Holdings, LLC | 12,223 | $1.02M | 0.00% | −1,650−11.9% | Reduced |
| Advisors Asset Management, Inc. | 12,789 | $1.07M | 0.02% | −3,114−19.6% | Reduced |
| Rodgers Brothers Inc. | 12,975 | $1.09M | 0.15% | +500+4.0% | Added |
| Cumberland Partners Ltd | 13,161 | $1.10M | 0.08% | −206−1.5% | Reduced |
| Mutual Advisors, LLC | 12,707 | $1.11M | 0.03% | +12,707 | New |
| Associated Banc-Corp | 13,242 | $1.11M | 0.03% | −25−0.2% | Reduced |
| IFG Advisory, LLC | 13,521 | $1.13M | 0.07% | +399+3.0% | Added |
| Cigna Investments Inc | 13,769 | $1.16M | 0.22% | +373+2.8% | Added |
| Curbstone Financial Management Corp | 13,834 | $1.16M | 0.25% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 14,090 | $1.18M | 0.10% | −3,782−21.2% | Reduced |
| Naples Global Advisors, LLC | 14,170 | $1.19M | 0.12% | −400−2.7% | Reduced |
| JustInvest LLC | 14,974 | $1.25M | 0.02% | +4,826+47.6% | Added |
| Janney Montgomery Scott LLC | 14,956 | $1.25M | 0.00% | −66−0.4% | Reduced |
| XTX Topco Ltd | 15,002 | $1.26M | 0.11% | +15,002 | New |
| Anson Funds Management LP | 15,217 | $1.28M | 0.19% | −9,783−39.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,722 | $1.32M | 0.00% | +269+1.7% | Added |
| Nexus Investment Management ULC | 16,244 | $1.36M | 0.14% | −600−3.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,588 | $1.39M | 0.08% | +16,588 | New |
| Umb Bank N A | 16,633 | $1.39M | 0.02% | −2,539−13.2% | Reduced |
| Keybank National Association | 16,879 | $1.42M | 0.01% | −16,983−50.2% | Reduced |
| D. E. Shaw & Co., Inc. | 17,300 | $1.45M | 0.00% | +12,800+284.4% | Added |
| Truist Financial Corp | 17,672 | $1.48M | 0.00% | −611−3.3% | Reduced |