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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −2,774−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| KPP Advisory Services LLC | 0 | $0 | 0.00% | −2,403−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| Prio Wealth Limited Partnership | 0 | $0 | 0.00% | −2,331−100.0% | Sold out |
| Patten & Patten Inc | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Landaas & Co | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −2,231−100.0% | Sold out |
| REDW Wealth LLC | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −2,156−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −2,108−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Riverpoint Wealth Management Holdings, LLC | 0 | $0 | 0.00% | −2,075−100.0% | Sold out |
| SNS Financial Group, LLC | 0 | $0 | 0.00% | −2,064−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,063−100.0% | Sold out |
| Westover Capital Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Brown Shipley& Co Ltd | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| Hills Bank & Trust Co | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| City State Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Credential Qtrade Securities Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Grey Street Capital, LLC | – | – | – | – | Not filed |