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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 470 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ3 2024: $30.8B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2024.

Institutions holding BMO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cyrus J. Lawrence, LLC1,400$126.0K0.02%00.0%Unchanged
Webster Bank, N. A.1,400$126.3K0.01%00.0%Unchanged
Caldwell Trust Co1,500$135.3K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC1,547$139.5K0.01%+66+4.5%Added
GAMMA Investing LLC1,570$141.6K0.01%−259−14.2%Reduced
Macquarie Group Ltd1,624$146.5K0.00%00.0%Unchanged
Studio Investment Management LLC1,668$150.5K0.03%00.0%Unchanged
Cromwell Holdings LLC1,739$156.9K0.10%+473+37.4%Added
Fifth Third Bancorp1,984$179.0K0.00%−490−19.8%Reduced
Gulf International Bank (UK) Ltd2,121$191.0K0.00%−2,726−56.2%Reduced
Oarsman Capital, Inc.2,118$191.0K0.04%+2,118New
Investors Research Corp2,157$194.6K0.04%00.0%Unchanged
Bogart Wealth, LLC2,202$198.6K0.01%00.0%Unchanged
REDW Wealth LLC2,220$200.2K0.05%+2,220New
Pegasus Partners Ltd.2,262$204.0K0.02%−1,150−33.7%Reduced
RMB Capital Management, LLC2,264$204.2K0.00%+2,264New
Alera Investment Advisors, LLC2,270$204.8K0.02%+2,270New
Beverly Hills Private Wealth, LLC2,276$205.3K0.04%−556−19.6%Reduced
Total Clarity Wealth Management, Inc.2,277$205.4K0.07%+2,277New
Townsend & Associates, Inc2,225$207.7K0.02%+2,225New
Patten & Patten Inc2,328$210.0K0.01%+2,328New
Westwood Holdings Group Inc.2,336$210.7K0.00%+2,336New
West Family Investments, Inc.2,374$214.1K0.07%+2,374New
Park National Corp2,385$215.1K0.01%−325−12.0%Reduced
North Star Investment Management Corp.2,391$215.7K0.01%−126−5.0%Reduced
Dixon Mitchell Investment Counsel Inc.2,416$218.3K0.01%−1,683−41.1%Reduced
Bahl & Gaynor Inc2,436$219.7K0.00%00.0%Unchanged
180 Wealth Advisors, LLC2,442$220.3K0.03%−89−3.5%Reduced
First Affirmative Financial Network2,486$224.2K0.12%−903−26.6%Reduced
Perfromance Wealth Partners, LLC2,500$225.5K0.01%+2,500New
CVA Family Office, LLC2,525$227.8K0.04%+12+0.5%Added
Alta Advisers Ltd2,542$229.6K0.10%+2,542New
Old National Bancorp2,558$230.7K0.01%00.0%Unchanged
Lindbrook Capital, LLC2,590$233.6K0.02%+61+2.4%Added
Parallel Advisors, LLC2,594$234.0K0.01%+419+19.3%Added
Ameritas Advisory Services, LLC2,613$235.7K0.01%+3+0.1%Added
Doliver Advisors, LP2,641$238.2K0.07%−147−5.3%Reduced
Fielder Capital Group LLC2,643$238.4K0.08%00.0%Unchanged
Archetype Wealth Partners2,672$241.0K0.03%00.0%Unchanged
Trifecta Capital Advisors, LLC2,675$241.3K0.05%−1,063−28.4%Reduced
Murchinson Ltd.2,706$244.1K0.10%+2,706New
WoodTrust Financial Corp2,714$245.0K0.03%−24,999−90.2%Reduced
United Capital Financial Advisers, LLC2,738$247.0K0.00%−80−2.8%Reduced
Valeo Financial Advisors, LLC2,740$247.1K0.01%+59+2.2%Added
Smith, Moore & Co.2,758$248.8K0.02%00.0%Unchanged
Annex Advisory Services, LLC2,810$253.5K0.01%+387+16.0%Added
Magnus Financial Group LLC2,857$257.7K0.03%00.0%Unchanged
Cozad Asset Management Inc2,904$261.9K0.03%−305−9.5%Reduced
Steward Partners Investment Advisory, LLC2,915$262.9K0.00%+618+26.9%Added
Enterprise Bank & Trust Co2,920$263.4K0.08%00.0%Unchanged
Ballentine Partners, LLC2,923$263.7K0.00%−157−5.1%Reduced
Davis-Rea Ltd.2,925$264.3K0.11%−2,235−43.3%Reduced
Thompson Investment Management, Inc.2,988$269.5K0.04%+20+0.7%Added
Susquehanna International Group, LLP3,001$270.7K0.00%−3,044−50.4%Reduced
Captrust Financial Advisors3,001$270.7K0.00%−37−1.2%Reduced
Diversified Trust Co3,019$272.3K0.01%+31+1.0%Added
SEI Investments Co3,041$274.3K0.00%+3,041New
CAPROCK Group, Inc.3,046$274.8K0.01%+244+8.7%Added
Brown Brothers Harriman & Co3,079$277.7K0.00%00.0%Unchanged
Wedbush Securities Inc3,086$278.0K0.01%+3,086New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,094$279.1K0.04%+59+1.9%Added
Merit Financial Group, LLC3,136$282.8K0.01%−1,199−27.7%Reduced
Prospera Financial Services Inc3,153$284.4K0.01%+10.0%Added
Baskin Financial Services Inc.3,172$286.0K0.02%00.0%Unchanged
Sequoia Financial Advisors, LLC3,264$294.4K0.00%−316−8.8%Reduced
Vantage Financial Partners, LLC3,316$299.1K0.07%+3,316New
Colony Group, LLC3,380$304.9K0.00%−1,492−30.6%Reduced
Brighton Jones LLC3,387$305.5K0.01%−273−7.5%Reduced
PDS Planning, Inc3,442$310.5K0.03%−83−2.4%Reduced
Operose Advisors LLC3,486$314.4K0.10%00.0%Unchanged
Puzo Michael J3,500$315.7K0.08%00.0%Unchanged
Jamison Private Wealth Management, Inc.3,558$320.9K0.05%00.0%Unchanged
Squarepoint Ops LLC3,562$321.3K0.00%−25,005−87.5%Reduced
Integrated Wealth Concepts LLC3,578$322.7K0.00%−643−15.2%Reduced
Trust Co of Vermont3,618$326.3K0.02%00.0%Unchanged
Group One Trading, L.P.3,632$327.6K0.01%+3,632New
Thrivent Financial for Lutherans3,667$331.0K0.00%+209+6.0%Added
Pensionmark Financial Group, LLC3,757$338.9K0.01%−432−10.3%Reduced
Quilter Plc3,770$340.1K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC3,814$344.0K0.01%+86+2.3%Added
Atomi Financial Group, Inc.3,908$352.5K0.02%+740+23.4%Added
Camden Capital, LLC3,929$354.4K0.04%00.0%Unchanged
Aigen Investment Management, LP3,933$354.9K0.07%+3,933New
Benjamin Edwards Inc3,961$357.3K0.01%+3,961New
Commerce Bank3,996$360.4K0.00%+10.0%Added
Watershed Private Wealth LLC4,000$360.8K0.14%00.0%Unchanged
BNP Paribas Arbitrage, SA4,057$365.9K0.00%+1,314+47.9%Added
Boltwood Capital Management4,125$372.1K0.11%+125+3.1%Added
KLCM Advisors, Inc.4,151$374.4K0.04%+208+5.3%Added
SlateStone Wealth, LLC4,277$386.0K0.03%00.0%Unchanged
Jones Financial Companies LLLP4,331$391.7K0.00%+3,518+432.7%Added
David R. Rahn & Associates Inc.4,350$392.4K0.12%00.0%Unchanged
Biltmore Family Office, LLC4,360$393.3K0.07%+13+0.3%Added
Silverlake Wealth Management LLC4,438$400.3K0.15%+6+0.1%Added
Nwam LLC4,453$401.6K0.02%+4,453New
Rowland & Co Investment Counsel4,476$403.7K0.08%00.0%Unchanged
Ellenbecker Investment Group4,505$406.4K0.08%00.0%Unchanged
Patrick M Sweeney & Associates, Inc4,508$406.6K0.30%00.0%Unchanged
Gluskin Sheff & Assoc Inc4,581$413.3K0.05%−79,069−94.5%Reduced
Intrua Financial, LLC4,640$418.5K0.07%+148+3.3%Added