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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 11,938 | $1.00M | 0.05% | −400−3.2% | Reduced |
| Yousif Capital Management, LLC | 11,642 | $976.2K | 0.01% | −935−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,522 | $966.0K | 0.00% | +781+7.3% | Added |
| Cresset Asset Management, LLC | 11,439 | $959.1K | 0.00% | +1,418+14.2% | Added |
| International Assets Investment Management, LLC | 965,001 | $951.4K | 0.09% | +965,001 | New |
| Probity Advisors, Inc. | 10,603 | $889.1K | 0.18% | +952+9.9% | Added |
| The PNC Financial Services Group, Inc. | 10,255 | $859.9K | 0.00% | −82−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,220 | $857.0K | 0.00% | +641+6.7% | Added |
| Berger Financial Group, Inc | 10,077 | $845.0K | 0.07% | −95−0.9% | Reduced |
| Walleye Capital LLC | 9,983 | $837.1K | 0.01% | +9,983 | New |
| Balyasny Asset Management LLC | 9,877 | $828.2K | 0.00% | +9,877 | New |
| Smithfield Trust Co | 9,766 | $819.0K | 0.04% | −19−0.2% | Reduced |
| Capital World Investors | 9,749 | $818.3K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $797.5K | 0.00% | 00.0% | Unchanged |
| First American Bank | 9,360 | $784.8K | 0.06% | 00.0% | Unchanged |
| Ignite Planners, LLC | 9,216 | $771.6K | 0.19% | +1,132+14.0% | Added |
| Mairs & Power Inc | 9,000 | $754.6K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,006 | $753.9K | 0.01% | −2,622−22.5% | Reduced |
| State Street Corp | 8,912 | $747.3K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 8,779 | $736.1K | 0.03% | +2,308+35.7% | Added |
| MML Investors Services, LLC | 8,694 | $729.0K | 0.00% | −11,106−56.1% | Reduced |
| Signaturefd, LLC | 8,581 | $719.5K | 0.01% | +123+1.5% | Added |
| North Star Asset Management Inc | 8,499 | $712.6K | 0.03% | −110−1.3% | Reduced |
| D.A. Davidson & Co. | 8,489 | $711.8K | 0.01% | +10+0.1% | Added |
| Louisbourg Investments Inc. | 8,428 | $707.3K | 0.20% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 8,320 | $697.7K | 0.01% | −209−2.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,112 | $680.2K | 0.04% | −760−8.6% | Reduced |
| David Loasby | 7,918 | $675.2K | 0.06% | −34−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,039 | $674.1K | 0.16% | 00.0% | Unchanged |
| GTS Securities LLC | 8,025 | $672.9K | 0.01% | +8,025 | New |
| Portland Investment Counsel Inc. | 8,000 | $671.5K | 0.24% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,008 | $671.5K | 0.01% | +7,005+698.4% | Added |
| Veriti Management LLC | 7,993 | $670.2K | 0.04% | +18+0.2% | Added |
| Blair William & Co | 7,668 | $643.0K | 0.00% | −563−6.8% | Reduced |
| Kestra Advisory Services, LLC | 7,607 | $637.8K | 0.00% | +213+2.9% | Added |
| 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 |
| Crescent Grove Advisors, LLC | 7,445 | $624.3K | 0.07% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6,983 | $585.5K | 0.19% | +200+2.9% | Added |
| Syon Capital LLC | 6,933 | $581.3K | 0.05% | +544+8.5% | Added |
| HSBC Holdings PLC | 6,923 | $579.6K | 0.00% | −299,907−97.7% | Reduced |
| FORA Capital, LLC | 6,753 | $566.2K | 0.07% | +6,753 | New |
| JCIC Asset Management Inc. | 6,697 | $562.2K | 0.23% | −1,445−17.7% | Reduced |
| Ti-Trust, Inc | 6,692 | $561.1K | 0.43% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,631 | $558.7K | 0.00% | −368−5.3% | Reduced |
| Candriam Luxembourg S.C.A. | 6,438 | $540.2K | 0.00% | −411−6.0% | Reduced |
| Pacer Advisors, Inc. | 6,361 | $533.4K | 0.00% | −25−0.4% | Reduced |
| Chiron Capital Management, LLC | 6,301 | $528.3K | 0.50% | +6,301 | New |
| Harbour Investments, Inc. | 6,256 | $524.6K | 0.02% | +289+4.8% | Added |
| Wealthspire Advisors, LLC | 6,230 | $522.4K | 0.01% | +6,230 | New |
| Midland Wealth Advisors LLC | 6,200 | $519.9K | 0.03% | −7,792−55.7% | Reduced |
| Harbour Trust & Investment Management Co | 6,168 | $517.2K | 0.06% | −53−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,167 | $517.1K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,115 | $512.8K | 0.09% | +788+14.8% | Added |
| Wolverine Trading, LLC | 6,091 | $510.7K | 0.01% | −451−6.9% | Reduced |
| Pacifica Partners Inc. | 5,980 | $509.5K | 0.22% | −354−5.6% | Reduced |
| Susquehanna International Group, LLP | 6,045 | $506.9K | 0.00% | +2,190+56.8% | Added |
| Busey Wealth Management | 6,000 | $503.1K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,958 | $499.6K | 0.01% | −100−1.7% | Reduced |
| Gradient Investments LLC | 5,648 | $473.6K | 0.01% | +26+0.5% | Added |
| Greenleaf Trust | 5,624 | $471.6K | 0.00% | +5,624 | New |
| Forum Financial Management, LP | 5,477 | $459.2K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,303 | $444.7K | 0.02% | −304−5.4% | Reduced |
| Oppenheimer & Co Inc | 5,235 | $439.0K | 0.01% | +210+4.2% | Added |
| Cerity Partners LLC | 5,234 | $438.9K | 0.00% | −5,303−50.3% | Reduced |
| Graham Capital Management, L.P. | 5,221 | $437.8K | 0.02% | +5,221 | New |
| Financial Counselors Inc | 5,165 | $433.1K | 0.01% | −106−2.0% | Reduced |
| Davis-Rea Ltd. | 5,160 | $432.8K | 0.22% | −1,426−21.7% | Reduced |
| Avantax Advisory Services, Inc. | 5,137 | $430.8K | 0.00% | +1,128+28.1% | Added |
| Kingsview Wealth Management, LLC | 5,131 | $430.2K | 0.01% | +5,131 | New |
| NBC Securities, Inc. | 5,070 | $425.0K | 0.04% | −371−6.8% | Reduced |
| Passumpsic Savings Bank | 5,037 | $422.4K | 0.30% | +253+5.3% | Added |
| Tradition Wealth Management, LLC | 4,949 | $415.0K | 0.04% | +1,985+67.0% | Added |
| Colony Group, LLC | 4,872 | $409.0K | 0.00% | +4,872 | New |
| Gulf International Bank (UK) Ltd | 4,847 | $406.0K | 0.01% | +312+6.9% | Added |
| Prudential Financial Inc | 4,770 | $400.0K | 0.00% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 4,702 | $394.3K | 0.02% | +4,702 | New |
| Benjamin F. Edwards & Company, Inc. | 4,572 | $383.0K | 0.01% | −10−0.2% | Reduced |
| Brinker Capital Investments, LLC | 4,567 | $382.9K | 0.00% | −335−6.8% | Reduced |
| Orion Portfolio Solutions, LLC | 4,567 | $382.9K | 0.00% | −335−6.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,508 | $378.0K | 0.31% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,505 | $377.8K | 0.08% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,492 | $376.7K | 0.06% | −633−12.4% | Reduced |
| Rowland & Co Investment Counsel | 4,476 | $375.3K | 0.08% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,432 | $371.7K | 0.15% | +5+0.1% | Added |
| David R. Rahn & Associates Inc. | 4,350 | $364.7K | 0.12% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,347 | $364.5K | 0.07% | +13+0.3% | Added |
| Merit Financial Group, LLC | 4,335 | $363.5K | 0.01% | +112+2.7% | Added |
| SlateStone Wealth, LLC | 4,277 | $359.0K | 0.04% | +677+18.8% | Added |
| Integrated Wealth Concepts LLC | 4,221 | $353.9K | 0.00% | −415−9.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,200 | $352.2K | 0.00% | +4,200 | New |
| Pensionmark Financial Group, LLC | 4,189 | $351.2K | 0.02% | +500+13.6% | Added |
| Savant Capital, LLC | 4,162 | $349.0K | 0.00% | +4,162 | New |
| Dixon Mitchell Investment Counsel Inc. | 4,099 | $344.0K | 0.02% | −1,288−23.9% | Reduced |
| ICA Group Wealth Management, LLC | 4,015 | $336.7K | 0.20% | −4,385−52.2% | Reduced |
| Boltwood Capital Management | 4,000 | $335.4K | 0.10% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 4,000 | $335.4K | 0.14% | 00.0% | Unchanged |
| Commerce Bank | 3,995 | $335.0K | 0.00% | −8−0.2% | Reduced |
| KLCM Advisors, Inc. | 3,943 | $330.6K | 0.04% | +280+7.6% | Added |
| Ethic Inc. | 3,941 | $330.5K | 0.01% | +3,941 | New |