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 |
|---|---|---|---|---|---|
| Ridgewood Investments LLC | 773 | $64.8K | 0.03% | +773 | New |
| Hexagon Capital Partners LLC | 766 | $64.2K | 0.01% | +6+0.8% | Added |
| Farther Finance Advisors, LLC | 761 | $63.3K | 0.00% | +48+6.7% | Added |
| Tacita Capital Inc | 737 | $61.8K | 0.04% | −479−39.4% | Reduced |
| Olistico Wealth, LLC | 700 | $58.7K | 0.04% | +700 | New |
| Central Trust Co | 600 | $50.3K | 0.00% | −430−41.7% | Reduced |
| Princeton Global Asset Management LLC | 600 | $50.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 598 | $50.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 570 | $47.8K | 0.00% | +37+6.9% | Added |
| Grove Bank & Trust | 510 | $42.8K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 500 | $41.9K | 0.00% | −500−50.0% | Reduced |
| Huntington National Bank | 491 | $41.2K | 0.00% | −500−50.5% | Reduced |
| Rothschild Investment LLC | 475 | $39.8K | 0.00% | +275+137.5% | Added |
| Capital Analysts, LLC | 463 | $39.0K | 0.00% | +3+0.7% | Added |
| Global Retirement Partners, LLC | 432 | $36.2K | 0.00% | −97−18.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 417 | $35.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $33.7K | 0.01% | +400 | New |
| Crewe Advisors LLC | 400 | $33.5K | 0.00% | −315−44.1% | Reduced |
| Principal Securities, Inc. | 352 | $29.5K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $29.3K | 0.01% | −292−45.5% | Reduced |
| Zions Bancorporation, N.A. | 350 | $29.3K | 0.00% | +40+12.9% | Added |
| IAG Wealth Partners, LLC | 335 | $28.1K | 0.01% | −300−47.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 278 | $25.0K | 0.00% | +278 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $22.6K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 267 | $22.4K | 0.00% | −1,974−88.1% | Reduced |
| Bank & Trust Co | 263 | $22.1K | 0.02% | +263 | New |
| Bruce G. Allen Investments, LLC | 259 | $21.7K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 217 | $21.2K | 0.00% | +91+72.2% | Added |
| WFA of San Diego, LLC | 250 | $21.0K | 0.02% | +250 | New |
| Proequities, Inc. | 240 | $20.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 218 | $18.3K | 0.00% | −1,747−88.9% | Reduced |
| Natixis | 206 | $17.3K | 0.00% | +118+134.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 198 | $16.6K | 0.00% | +131+195.5% | Added |
| Atlas Capital Advisors LLC | 190 | $15.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 188 | $15.8K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 181 | $15.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 184 | $15.0K | 0.00% | −37−16.7% | Reduced |
| Smartleaf Asset Management LLC | 178 | $14.8K | 0.00% | +28+18.7% | Added |
| VisionPoint Advisory Group, LLC | 175 | $14.7K | 0.01% | −79−31.1% | Reduced |
| GHP Investment Advisors, Inc. | 161 | $13.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 160 | $13.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 158 | $13.2K | 0.00% | +158 | New |
| JFS Wealth Advisors, LLC | 157 | $13.2K | 0.00% | −37−19.1% | Reduced |
| Triad Wealth Partners, LLC | 150 | $12.6K | 0.01% | +150 | New |
| SWAN Capital LLC | 129 | $10.8K | 0.01% | +129 | New |
| Tradewinds Capital Management, LLC | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 124 | $10.4K | 0.00% | −156−55.7% | Reduced |
| Silicon Valley Capital Partners | 119 | $10.0K | 0.00% | +1+0.8% | Added |
| Daiwa Securities Group Inc. | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 115 | $9.64K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 115 | $9.64K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $9.22K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.38K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 96 | $8.06K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 75 | $6.29K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 74 | $6.21K | 0.00% | +14+23.3% | Added |
| Signature Resources Capital Management, LLC | 71 | $5.95K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 68 | $5.70K | 0.00% | +4+6.3% | Added |
| Penserra Capital Management LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $4.19K | 0.00% | −50−50.0% | Reduced |
| Financial Perspectives, Inc | 46 | $3.84K | 0.00% | +1+2.2% | Added |
| Johnson Financial Group, Inc. | 44 | $3.69K | 0.00% | +44 | New |
| Christopher J. Hasenberg, Inc | 43 | $3.61K | 0.00% | +43 | New |
| Frazier Financial Advisors, LLC | 42 | $3.52K | 0.00% | +8+23.5% | Added |
| Colonial Trust Advisors | 40 | $3.35K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $2.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $2.53K | 0.00% | +20+166.7% | Added |
| Versant Capital Management, Inc | 30 | $2.52K | 0.00% | +30 | New |
| Valley National Advisers Inc | 30 | $2.00K | 0.00% | +30 | New |
| Sandy Spring Bank | 23 | $1.93K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 16 | $1.34K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $1.01K | 0.00% | +12 | New |
| Highline Wealth Partners LLC | 9 | $755 | 0.00% | +9 | New |
| Atlantic Edge Private Wealth Management, LLC | 5 | $420 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $420 | 0.00% | +5 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,709,247−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −238,400−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −169,616−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −103,400−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −52,400−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −51,535−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −20,389−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −24,356−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,472−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,453−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −6,624−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,179−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −5,793−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,547−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −4,988−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −5,139−100.0% | Sold out |
| Patten Group, Inc. | 0 | $0 | 0.00% | −4,484−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −4,422−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −4,663−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −3,351−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −3,035−100.0% | Sold out |