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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 110,123 | $9.24M | 0.27% | −14,036−11.3% | Reduced |
| USS Investment Management Ltd | 109,005 | $9.14M | 0.07% | +2,499+2.3% | Added |
| St Germain D J Co Inc | 106,211 | $8.91M | 0.43% | −2,596−2.4% | Reduced |
| Intech Investment Management LLC | 103,281 | $8.67M | 0.11% | +62,379+152.5% | Added |
| American Assets Investment Management, LLC | 96,000 | $8.05M | 0.75% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 95,647 | $8.03M | 0.05% | −1,818−1.9% | Reduced |
| Triasima Portfolio Management inc. | 95,516 | $8.01M | 0.73% | −374,184−79.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 95,187 | $7.98M | 0.04% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 83,650 | $7.28M | 0.83% | −62,931−42.9% | Reduced |
| Wells Fargo & Company | 82,499 | $6.92M | 0.00% | +12,432+17.7% | Added |
| Utah Retirement Systems | 81,172 | $6.81M | 0.08% | −4,100−4.8% | Reduced |
| APG Asset Management N.V. | 83,240 | $6.52M | 0.01% | +58,200+232.4% | Added |
| LPL Financial LLC | 73,327 | $6.15M | 0.00% | +11,628+18.8% | Added |
| Northwest Bancshares, Inc. | 72,973 | $6.12M | 1.04% | +1,653+2.3% | Added |
| Federated Hermes, Inc. | 72,283 | $6.06M | 0.01% | −6,767−8.6% | Reduced |
| Capital Fund Management S.A. | 71,462 | $5.99M | 0.07% | −826−1.1% | Reduced |
| Raymond James & Associates | 71,251 | $5.97M | 0.00% | −1,824−2.5% | Reduced |
| Janus Henderson Group PLC | 71,163 | $5.97M | 0.00% | −5,790−7.5% | Reduced |
| Wellington Management Group LLP | 69,749 | $5.85M | 0.00% | −37,205−34.8% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 69,494 | $5.83M | 1.88% | −200.0% | Reduced |
| Ameriprise Financial Inc | 58,499 | $5.69M | 0.00% | −22,545−27.8% | Reduced |
| Envestnet Asset Management Inc | 63,454 | $5.32M | 0.00% | +495+0.8% | Added |
| M&T Bank Corp | 59,734 | $5.01M | 0.02% | −626−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 56,780 | $4.76M | 0.01% | +744+1.3% | Added |
| Alliancebernstein L.P. | 55,237 | $4.63M | 0.00% | +1,745+3.3% | Added |
| Dana Investment Advisors, Inc. | 53,826 | $4.51M | 0.15% | −2,575−4.6% | Reduced |
| Ensign Peak Advisors, Inc | 51,629 | $4.49M | 0.01% | +2,900+6.0% | Added |
| Romano Brothers and Company | 52,983 | $4.44M | 0.62% | −650−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 52,021 | $4.36M | 0.05% | −1,032−1.9% | Reduced |
| Ossiam | 50,968 | $4.28M | 0.08% | −1,180−2.3% | Reduced |
| Quantbot Technologies LP | 50,961 | $4.27M | 0.21% | +21,418+72.5% | Added |
| Rathbone Brothers plc | 48,913 | $4.10M | 0.02% | −500−1.0% | Reduced |
| Man Group plc | 46,121 | $3.87M | 0.01% | +23,572+104.5% | Added |
| Allianz Asset Management GmbH | 45,808 | $3.84M | 0.01% | −371−0.8% | Reduced |
| NBT Bank N A | 45,436 | $3.80M | 0.27% | 00.0% | Unchanged |
| Mariner, LLC | 44,747 | $3.75M | 0.01% | +1,031+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,708 | $3.75M | 0.01% | +888+2.0% | Added |
| Maryland State Retirement & Pension System | 42,328 | $3.55M | 0.07% | +4,825+12.9% | Added |
| Crossmark Global Holdings, Inc. | 41,658 | $3.49M | 0.07% | −2,470−5.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 40,790 | $3.42M | 0.00% | +40,790 | New |
| Qube Research & Technologies Ltd | 40,027 | $3.36M | 0.01% | +40,027 | New |
| Baird Financial Group, Inc. | 37,243 | $3.12M | 0.01% | +1,085+3.0% | Added |
| SpiderRock Advisors, LLC | 36,117 | $3.03M | 0.08% | 00.0% | Unchanged |
| Ninepoint Partners LP | 33,921 | $2.84M | 0.31% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 33,600 | $2.82M | 0.04% | +3,400+11.3% | Added |
| Harvest Portfolios Group Inc. | 31,258 | $2.62M | 0.10% | +696+2.3% | Added |
| Silver Lake Advisory, LLC | 30,493 | $2.56M | 1.15% | −43−0.1% | Reduced |
| Creative Planning | 29,313 | $2.46M | 0.00% | +325+1.1% | Added |
| Capital Group Private Client Services, Inc. | 29,215 | $2.45M | 0.02% | −202−0.7% | Reduced |
| Natixis Advisors, L.P. | 28,813 | $2.42M | 0.01% | −12,500−30.3% | Reduced |
| Squarepoint Ops LLC | 28,567 | $2.40M | 0.01% | +23,026+415.6% | Added |
| Simplex Trading, LLC | 28,285 | $2.37M | 0.08% | +22,163+362.0% | Added |
| WoodTrust Financial Corp | 27,713 | $2.32M | 0.36% | 00.0% | Unchanged |
| United Services Automobile Association | 27,325 | $2.29M | 0.06% | +1,515+5.9% | Added |
| Metis Global Partners, LLC | 27,040 | $2.27M | 0.08% | +643+2.4% | Added |
| Bessemer Group Inc | 24,686 | $2.07M | 0.00% | −494−2.0% | Reduced |
| UniSuper Management Pty Ltd | 17,500 | $2.01M | 0.02% | +7,300+71.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $1.99M | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 23,260 | $1.95M | 0.00% | −1,100−4.5% | Reduced |
| US Bancorp | 23,058 | $1.93M | 0.00% | +261+1.1% | Added |
| Principal Financial Group Inc | 23,000 | $1.93M | 0.00% | −1,200−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 22,906 | $1.92M | 0.00% | −3,490−13.2% | Reduced |
| HighTower Advisors, LLC | 21,505 | $1.80M | 0.00% | −5,272−19.7% | Reduced |
| PCJ Investment Counsel Ltd. | 21,500 | $1.80M | 0.75% | −11,631−35.1% | Reduced |
| Assenagon Asset Management S.A. | 20,965 | $1.76M | 0.00% | +257+1.2% | Added |
| Gries Financial LLC | 20,681 | $1.73M | 0.36% | −361−1.7% | Reduced |
| Gold Investment Management Ltd. | 20,637 | $1.73M | 0.73% | −1,508−6.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 20,494 | $1.72M | 0.08% | −11,462−35.9% | Reduced |
| Resources Management Corp | 20,459 | $1.72M | 0.25% | −1,980−8.8% | Reduced |
| Private Advisor Group, LLC | 20,432 | $1.71M | 0.01% | +13+0.1% | Added |
| Hillsdale Investment Management Inc. | 19,307 | $1.62M | 0.13% | −9,240−32.4% | Reduced |
| Cetera Investment Advisers | 19,140 | $1.60M | 0.00% | +1,969+11.5% | Added |
| Credit Agricole S A | 18,596 | $1.56M | 0.01% | +13,605+272.6% | Added |
| Employees Provident Fund Board | 18,200 | $1.53M | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 17,956 | $1.51M | 0.06% | −1,185−6.2% | Reduced |
| Wetherby Asset Management Inc | 17,864 | $1.50M | 0.07% | −1,491−7.7% | Reduced |
| Acadian Asset Management LLC | 17,786 | $1.49M | 0.00% | +17,744+42,247.6% | Added |
| Truist Financial Corp | 17,672 | $1.48M | 0.00% | −611−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 17,300 | $1.45M | 0.00% | +12,800+284.4% | Added |
| Keybank National Association | 16,879 | $1.42M | 0.01% | −16,983−50.2% | Reduced |
| Umb Bank N A | 16,633 | $1.39M | 0.02% | −2,539−13.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,588 | $1.39M | 0.08% | +16,588 | New |
| Nexus Investment Management ULC | 16,244 | $1.36M | 0.14% | −600−3.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,722 | $1.32M | 0.00% | +269+1.7% | Added |
| Anson Funds Management LP | 15,217 | $1.28M | 0.19% | −9,783−39.1% | Reduced |
| XTX Topco Ltd | 15,002 | $1.26M | 0.11% | +15,002 | New |
| Janney Montgomery Scott LLC | 14,956 | $1.25M | 0.00% | −66−0.4% | Reduced |
| JustInvest LLC | 14,974 | $1.25M | 0.02% | +4,826+47.6% | Added |
| Naples Global Advisors, LLC | 14,170 | $1.19M | 0.12% | −400−2.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,090 | $1.18M | 0.10% | −3,782−21.2% | Reduced |
| Curbstone Financial Management Corp | 13,834 | $1.16M | 0.25% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,769 | $1.16M | 0.22% | +373+2.8% | Added |
| IFG Advisory, LLC | 13,521 | $1.13M | 0.07% | +399+3.0% | Added |
| Associated Banc-Corp | 13,242 | $1.11M | 0.03% | −25−0.2% | Reduced |
| Mutual Advisors, LLC | 12,707 | $1.11M | 0.03% | +12,707 | New |
| Cumberland Partners Ltd | 13,161 | $1.10M | 0.08% | −206−1.5% | Reduced |
| Rodgers Brothers Inc. | 12,975 | $1.09M | 0.15% | +500+4.0% | Added |
| Advisors Asset Management, Inc. | 12,789 | $1.07M | 0.02% | −3,114−19.6% | Reduced |
| Pathstone Holdings, LLC | 12,223 | $1.02M | 0.00% | −1,650−11.9% | Reduced |
| Ritholtz Wealth Management | 12,042 | $1.01M | 0.03% | −72−0.6% | Reduced |