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, Q3 2024
Institutional positions in Bank of Montreal as of Sep 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
- 470
- −3 vs. Q2 2024
- Shares held
- 340.7M
- −10.7M (−3.0%) vs. Q2 2024
- Total value
- $30.8B
- +$1.34B (+4.5%) vs. Q2 2024
- New holders
- 41
- 159 more added
- Sold out
- 44
- 156 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 30,454 | $338 | 0.00% | +29,367+2,701.7% | Added |
| Bell Investment Advisors, Inc | 5 | $451 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5 | $451 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $1.26K | 0.00% | +2+16.7% | Added |
| Valley National Advisers Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $2.08K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 24 | $2.17K | 0.00% | −100−80.6% | Reduced |
| NVWM, LLC | 25 | $2.25K | 0.00% | +25 | New |
| Western Pacific Wealth Management, LP | 32 | $2.89K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.61K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 43 | $3.87K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 43 | $3.88K | 0.00% | +34+377.8% | Added |
| Cornerstone Planning Group LLC | 43 | $4.00K | 0.00% | +11+34.4% | Added |
| Wells Financial Advisors INC | 45 | $4.06K | 0.01% | +45 | New |
| Financial Perspectives, Inc | 46 | $4.17K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $4.51K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 54 | $4.87K | 0.00% | +54 | New |
| Penserra Capital Management LLC | 63 | $5.00K | 0.00% | +3+5.0% | Added |
| CoreCap Advisors, LLC | 59 | $5.33K | 0.00% | +59 | New |
| GPS Wealth Strategies Group, LLC | 65 | $5.86K | 0.00% | −50−43.5% | Reduced |
| Signature Resources Capital Management, LLC | 71 | $6.40K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 75 | $6.76K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 87 | $7.85K | 0.00% | −71−44.9% | Reduced |
| Pineridge Advisors LLC | 96 | $8.68K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 100 | $9.00K | 0.00% | +100 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.02K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $9.02K | 0.00% | +100 | New |
| MCF Advisors LLC | 110 | $9.92K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 112 | $10.1K | 0.00% | +44+64.7% | Added |
| Assetmark, Inc | 115 | $10.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 121 | $10.9K | 0.00% | +2+1.7% | Added |
| Daiwa Securities Group Inc. | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $11.3K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 129 | $11.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 134 | $12.1K | 0.00% | +60+81.1% | Added |
| McIlrath & Eck, LLC | 160 | $14.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 163 | $14.7K | 0.00% | +6+3.8% | Added |
| Zions Bancorporation, N.A. | 177 | $16.0K | 0.00% | −173−49.4% | Reduced |
| Bruce G. Allen Investments, LLC | 178 | $16.1K | 0.01% | −81−31.3% | Reduced |
| WFA Asset Management Corp | 181 | $16.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 190 | $17.1K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 195 | $17.6K | 0.00% | −5−2.5% | Reduced |
| Natixis | 202 | $18.2K | 0.00% | −4−1.9% | Reduced |
| Financial Management Professionals, Inc. | 206 | $19.0K | 0.00% | +22+12.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 218 | $19.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 240 | $21.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 248 | $22.4K | 0.00% | −350−58.5% | Reduced |
| WFA of San Diego, LLC | 250 | $22.6K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 254 | $22.9K | 0.00% | +56+28.3% | Added |
| 1620 Investment Advisors, Inc. | 259 | $23.4K | 0.02% | −935−78.3% | Reduced |
| Bank & Trust Co | 263 | $23.7K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $24.4K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 278 | $25.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 308 | $27.9K | 0.00% | +130+73.0% | Added |
| Uncommon Cents Investing LLC | 315 | $28.4K | 0.01% | +315 | New |
| Wintrust Investments LLC | 338 | $30.0K | 0.02% | −2,358−87.5% | Reduced |
| IAG Wealth Partners, LLC | 335 | $30.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 345 | $31.1K | 0.00% | −7−2.0% | Reduced |
| Winch Advisory Services, LLC | 350 | $31.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 384 | $34.6K | 0.00% | −48−11.1% | Reduced |
| Capital Analysts, LLC | 402 | $36.0K | 0.00% | −61−13.2% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $36.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $36.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 417 | $37.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 461 | $41.6K | 0.00% | −109−19.1% | Reduced |
| Rothschild Investment LLC | 482 | $43.5K | 0.00% | +7+1.5% | Added |
| Huntington National Bank | 491 | $44.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 500 | $45.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 500 | $45.1K | 0.00% | +500 | New |
| Central Trust Co | 550 | $49.6K | 0.00% | −50−8.3% | Reduced |
| GHP Investment Advisors, Inc. | 554 | $50.0K | 0.00% | +393+244.1% | Added |
| Grove Bank & Trust | 567 | $51.1K | 0.01% | +57+11.2% | Added |
| Princeton Global Asset Management LLC | 600 | $54.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 668 | $56.0K | 0.00% | +451+207.8% | Added |
| Olistico Wealth, LLC | 700 | $63.1K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 737 | $66.5K | 0.00% | +693+1,575.0% | Added |
| Tacita Capital Inc | 737 | $66.6K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 772 | $69.6K | 0.03% | −1−0.1% | Reduced |
| Hexagon Capital Partners LLC | 774 | $69.8K | 0.01% | +8+1.0% | Added |
| Bray Capital Advisors | 800 | $72.2K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 803 | $72.4K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 852 | $76.8K | 0.04% | −7−0.8% | Reduced |
| Rhumbline Advisers | 903 | $81.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 960 | $86.6K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 971 | $87.6K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $88.4K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $90.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $90.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,000 | $90.2K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,058 | $95.0K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,055 | $95.2K | 0.00% | −25−2.3% | Reduced |
| Whittier Trust Co | 1,092 | $98.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,103 | $99.5K | 0.00% | +342+44.9% | Added |
| Edmond de Rothschild Holding S.A. | 1,204 | $108.7K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,240 | $111.8K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,318 | $119.0K | 0.00% | +462+54.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,330 | $120.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,338 | $120.7K | 0.00% | −4−0.3% | Reduced |
| Quadrant Capital Group LLC | 1,339 | $120.8K | 0.01% | +27+2.1% | Added |