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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 17,786 | $1.49M | 0.00% | +17,744+42,247.6% | Added |
| Wetherby Asset Management Inc | 17,864 | $1.50M | 0.07% | −1,491−7.7% | Reduced |
| NorthRock Partners, LLC | 17,956 | $1.51M | 0.06% | −1,185−6.2% | Reduced |
| Employees Provident Fund Board | 18,200 | $1.53M | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 18,596 | $1.56M | 0.01% | +13,605+272.6% | Added |
| Cetera Investment Advisers | 19,140 | $1.60M | 0.00% | +1,969+11.5% | Added |
| Hillsdale Investment Management Inc. | 19,307 | $1.62M | 0.13% | −9,240−32.4% | Reduced |
| Private Advisor Group, LLC | 20,432 | $1.71M | 0.01% | +13+0.1% | Added |
| Resources Management Corp | 20,459 | $1.72M | 0.25% | −1,980−8.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 20,494 | $1.72M | 0.08% | −11,462−35.9% | Reduced |
| Gold Investment Management Ltd. | 20,637 | $1.73M | 0.73% | −1,508−6.8% | Reduced |
| Gries Financial LLC | 20,681 | $1.73M | 0.36% | −361−1.7% | Reduced |
| Assenagon Asset Management S.A. | 20,965 | $1.76M | 0.00% | +257+1.2% | Added |
| PCJ Investment Counsel Ltd. | 21,500 | $1.80M | 0.75% | −11,631−35.1% | Reduced |
| HighTower Advisors, LLC | 21,505 | $1.80M | 0.00% | −5,272−19.7% | Reduced |
| Advisor Group Holdings, Inc. | 22,906 | $1.92M | 0.00% | −3,490−13.2% | Reduced |
| Principal Financial Group Inc | 23,000 | $1.93M | 0.00% | −1,200−5.0% | Reduced |
| US Bancorp | 23,058 | $1.93M | 0.00% | +261+1.1% | Added |
| CI Private Wealth, LLC | 23,260 | $1.95M | 0.00% | −1,100−4.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $1.99M | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 17,500 | $2.01M | 0.02% | +7,300+71.6% | Added |
| Bessemer Group Inc | 24,686 | $2.07M | 0.00% | −494−2.0% | Reduced |
| Metis Global Partners, LLC | 27,040 | $2.27M | 0.08% | +643+2.4% | Added |
| United Services Automobile Association | 27,325 | $2.29M | 0.06% | +1,515+5.9% | Added |
| WoodTrust Financial Corp | 27,713 | $2.32M | 0.36% | 00.0% | Unchanged |
| Simplex Trading, LLC | 28,285 | $2.37M | 0.08% | +22,163+362.0% | Added |
| Squarepoint Ops LLC | 28,567 | $2.40M | 0.01% | +23,026+415.6% | Added |
| Natixis Advisors, L.P. | 28,813 | $2.42M | 0.01% | −12,500−30.3% | Reduced |
| Capital Group Private Client Services, Inc. | 29,215 | $2.45M | 0.02% | −202−0.7% | Reduced |
| Creative Planning | 29,313 | $2.46M | 0.00% | +325+1.1% | Added |
| Silver Lake Advisory, LLC | 30,493 | $2.56M | 1.15% | −43−0.1% | Reduced |
| Harvest Portfolios Group Inc. | 31,258 | $2.62M | 0.10% | +696+2.3% | Added |
| Pinnacle Associates Ltd | 33,600 | $2.82M | 0.04% | +3,400+11.3% | Added |
| Ninepoint Partners LP | 33,921 | $2.84M | 0.31% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 36,117 | $3.03M | 0.08% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 37,243 | $3.12M | 0.01% | +1,085+3.0% | Added |
| Qube Research & Technologies Ltd | 40,027 | $3.36M | 0.01% | +40,027 | New |
| Arrowstreet Capital, Limited Partnership | 40,790 | $3.42M | 0.00% | +40,790 | New |
| Crossmark Global Holdings, Inc. | 41,658 | $3.49M | 0.07% | −2,470−5.6% | Reduced |
| Maryland State Retirement & Pension System | 42,328 | $3.55M | 0.07% | +4,825+12.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,708 | $3.75M | 0.01% | +888+2.0% | Added |
| Mariner, LLC | 44,747 | $3.75M | 0.01% | +1,031+2.4% | Added |
| NBT Bank N A | 45,436 | $3.80M | 0.27% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 45,808 | $3.84M | 0.01% | −371−0.8% | Reduced |
| Man Group plc | 46,121 | $3.87M | 0.01% | +23,572+104.5% | Added |
| Rathbone Brothers plc | 48,913 | $4.10M | 0.02% | −500−1.0% | Reduced |
| Quantbot Technologies LP | 50,961 | $4.27M | 0.21% | +21,418+72.5% | Added |
| Ossiam | 50,968 | $4.28M | 0.08% | −1,180−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 52,021 | $4.36M | 0.05% | −1,032−1.9% | Reduced |
| Romano Brothers and Company | 52,983 | $4.44M | 0.62% | −650−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 51,629 | $4.49M | 0.01% | +2,900+6.0% | Added |
| Dana Investment Advisors, Inc. | 53,826 | $4.51M | 0.15% | −2,575−4.6% | Reduced |
| Alliancebernstein L.P. | 55,237 | $4.63M | 0.00% | +1,745+3.3% | Added |
| Commonwealth Equity Services, LLC | 56,780 | $4.76M | 0.01% | +744+1.3% | Added |
| M&T Bank Corp | 59,734 | $5.01M | 0.02% | −626−1.0% | Reduced |
| Envestnet Asset Management Inc | 63,454 | $5.32M | 0.00% | +495+0.8% | Added |
| Ameriprise Financial Inc | 58,499 | $5.69M | 0.00% | −22,545−27.8% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 69,494 | $5.83M | 1.88% | −200.0% | Reduced |
| Wellington Management Group LLP | 69,749 | $5.85M | 0.00% | −37,205−34.8% | Reduced |
| Janus Henderson Group PLC | 71,163 | $5.97M | 0.00% | −5,790−7.5% | Reduced |
| Raymond James & Associates | 71,251 | $5.97M | 0.00% | −1,824−2.5% | Reduced |
| Capital Fund Management S.A. | 71,462 | $5.99M | 0.07% | −826−1.1% | Reduced |
| Federated Hermes, Inc. | 72,283 | $6.06M | 0.01% | −6,767−8.6% | Reduced |
| Northwest Bancshares, Inc. | 72,973 | $6.12M | 1.04% | +1,653+2.3% | Added |
| LPL Financial LLC | 73,327 | $6.15M | 0.00% | +11,628+18.8% | Added |
| APG Asset Management N.V. | 83,240 | $6.52M | 0.01% | +58,200+232.4% | Added |
| Utah Retirement Systems | 81,172 | $6.81M | 0.08% | −4,100−4.8% | Reduced |
| Wells Fargo & Company | 82,499 | $6.92M | 0.00% | +12,432+17.7% | Added |
| Gluskin Sheff & Assoc Inc | 83,650 | $7.28M | 0.83% | −62,931−42.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 95,187 | $7.98M | 0.04% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 95,516 | $8.01M | 0.73% | −374,184−79.7% | Reduced |
| Public Sector Pension Investment Board | 95,647 | $8.03M | 0.05% | −1,818−1.9% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $8.05M | 0.75% | 00.0% | Unchanged |
| Intech Investment Management LLC | 103,281 | $8.67M | 0.11% | +62,379+152.5% | Added |
| St Germain D J Co Inc | 106,211 | $8.91M | 0.43% | −2,596−2.4% | Reduced |
| USS Investment Management Ltd | 109,005 | $9.14M | 0.07% | +2,499+2.3% | Added |
| Northwest & Ethical Investments L.P. | 110,123 | $9.24M | 0.27% | −14,036−11.3% | Reduced |
| AXA S.A. | 113,992 | $9.56M | 0.03% | +106,632+1,448.8% | Added |
| AMF Pensionsforsakring AB | 114,887 | $9.72M | 0.07% | −184,402−61.6% | Reduced |
| K.J. Harrison & Partners Inc | 119,413 | $10.0M | 1.65% | −36,097−23.2% | Reduced |
| Investment Management Corp of Ontario | 127,187 | $10.7M | 0.29% | +1,656+1.3% | Added |
| SIG North Trading, ULC | 127,817 | $10.7M | 2.78% | +127,817 | New |
| Waratah Capital Advisors Ltd. | 129,662 | $10.9M | 0.66% | −139,607−51.8% | Reduced |
| Vontobel Holding Ltd. | 133,124 | $11.2M | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 133,430 | $11.2M | 0.01% | −8,168−5.8% | Reduced |
| Stifel Financial Corp | 142,736 | $12.0M | 0.01% | +13,848+10.7% | Added |
| O'Shaughnessy Asset Management, LLC | 144,632 | $12.1M | 0.13% | −1,951−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 152,263 | $12.6M | 0.02% | +7,356+5.1% | Added |
| Forsta Ap-Fonden | 151,300 | $12.7M | 0.11% | −9,200−5.7% | Reduced |
| Citigroup Inc | 154,356 | $13.0M | 0.01% | +5,455+3.7% | Added |
| Van Eck Associates Corp | 154,641 | $13.0M | 0.02% | +25,672+19.9% | Added |
| Burgundy Asset Management Ltd. | 160,000 | $13.4M | 0.14% | 00.0% | Unchanged |
| Capital International Inc | 161,857 | $13.6M | 0.18% | −3,962−2.4% | Reduced |
| American Century Companies Inc | 164,531 | $13.8M | 0.01% | +31,374+23.6% | Added |
| Mn Services Vermogensbeheer B.V. | 166,500 | $14.0M | 0.10% | −3,700−2.2% | Reduced |
| Dorchester Wealth Management Co | 176,332 | $14.7M | 2.84% | −7,340−4.0% | Reduced |
| Russell Investments Group, Ltd. | 175,769 | $14.7M | 0.02% | −4,477−2.5% | Reduced |
| Pinnacle Financial Partners Inc | 177,114 | $14.9M | 0.32% | +979+0.6% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 205,577 | $17.3M | 1.32% | −1,600−0.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 213,343 | $17.9M | 0.74% | −172,596−44.7% | Reduced |