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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 4,662 | $420.5K | 0.01% | −573−10.9% | Reduced |
| Sand Hill Global Advisors, LLC | 4,702 | $424.1K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,739 | $427.5K | 0.00% | +577+13.9% | Added |
| CIBC Private Wealth Group, LLC | 4,743 | $427.8K | 0.00% | −1,888−28.5% | Reduced |
| NBC Securities, Inc. | 4,777 | $430.0K | 0.04% | −293−5.8% | Reduced |
| Prudential Financial Inc | 4,770 | $430.3K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,771 | $430.3K | 0.00% | +204+4.5% | Added |
| Orion Portfolio Solutions, LLC | 4,771 | $430.3K | 0.00% | +204+4.5% | Added |
| Evergreen Capital Management LLC | 4,863 | $438.6K | 0.01% | −440−8.3% | Reduced |
| Financial Counselors Inc | 4,915 | $443.3K | 0.01% | −250−4.8% | Reduced |
| Tradition Wealth Management, LLC | 4,949 | $446.4K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,098 | $459.8K | 0.03% | +1,774+53.4% | Added |
| Passumpsic Savings Bank | 5,142 | $463.8K | 0.30% | +105+2.1% | Added |
| Avantax Advisory Services, Inc. | 5,155 | $465.0K | 0.00% | +18+0.4% | Added |
| Forum Financial Management, LP | 5,477 | $494.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,519 | $497.8K | 0.01% | +3,939+249.3% | Added |
| Acadian Asset Management LLC | 5,842 | $526.0K | 0.00% | −11,944−67.2% | Reduced |
| XTX Topco Ltd | 5,834 | $526.2K | 0.04% | −9,168−61.1% | Reduced |
| Syon Capital LLC | 5,911 | $533.2K | 0.05% | −1,022−14.7% | Reduced |
| Barclays PLC | 5,923 | $534.3K | 0.00% | +2,455+70.8% | Added |
| Pacifica Partners Inc. | 5,980 | $540.6K | 0.22% | 00.0% | Unchanged |
| Busey Wealth Management | 6,000 | $541.2K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,062 | $546.8K | 0.03% | −105−1.7% | Reduced |
| Kestra Advisory Services, LLC | 6,170 | $556.5K | 0.00% | −1,437−18.9% | Reduced |
| Midland Wealth Advisors LLC | 6,200 | $559.2K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 6,210 | $560.1K | 0.01% | +252+4.2% | Added |
| Wealthspire Advisors, LLC | 6,230 | $562.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,251 | $563.8K | 0.00% | −110−1.7% | Reduced |
| Harbour Trust & Investment Management Co | 6,340 | $571.9K | 0.07% | +172+2.8% | Added |
| Crescent Grove Advisors, LLC | 6,455 | $582.2K | 0.06% | −990−13.3% | Reduced |
| Ti-Trust, Inc | 6,692 | $603.6K | 0.43% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,897 | $622.1K | 0.02% | +641+10.2% | Added |
| Chiron Capital Management, LLC | 7,058 | $636.6K | 0.56% | +757+12.0% | Added |
| Swiss Life Asset Management Ltd | 7,248 | $654.1K | 0.01% | +7,248 | New |
| Vaughan & Co Securities, Inc. | 7,447 | $671.7K | 0.40% | −45−0.6% | Reduced |
| Jefferies Financial Group Inc. | 7,492 | $675.8K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 7,602 | $685.9K | 0.00% | +7,602 | New |
| David Loasby | 7,540 | $687.8K | 0.06% | −378−4.8% | Reduced |
| Veriti Management LLC | 7,646 | $689.7K | 0.04% | −347−4.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,723 | $696.7K | 0.04% | −389−4.8% | Reduced |
| Mairs & Power Inc | 7,846 | $707.7K | 0.01% | −1,154−12.8% | Reduced |
| Portland Investment Counsel Inc. | 8,000 | $721.9K | 0.26% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 8,039 | $725.1K | 0.17% | 00.0% | Unchanged |
| Blair William & Co | 8,086 | $729.4K | 0.00% | +418+5.5% | Added |
| Candriam Luxembourg S.C.A. | 8,238 | $744.1K | 0.00% | +1,800+28.0% | Added |
| Independent Advisor Alliance | 8,321 | $750.6K | 0.03% | +4,384+111.4% | Added |
| North Star Asset Management Inc | 8,322 | $750.6K | 0.03% | −177−2.1% | Reduced |
| Louisbourg Investments Inc. | 8,428 | $761.4K | 0.19% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,487 | $765.0K | 0.00% | −207−2.4% | Reduced |
| D.A. Davidson & Co. | 8,602 | $776.0K | 0.01% | +113+1.3% | Added |
| Vise Technologies, Inc. | 8,605 | $776.2K | 0.10% | +2,490+40.7% | Added |
| Journey Strategic Wealth LLC | 8,667 | $781.8K | 0.03% | −112−1.3% | Reduced |
| Signaturefd, LLC | 8,894 | $802.2K | 0.02% | +313+3.6% | Added |
| State Street Corp | 8,912 | $803.9K | 0.00% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 8,921 | $804.7K | 0.03% | +8,921 | New |
| Quantinno Capital Management LP | 9,122 | $822.8K | 0.01% | +802+9.6% | Added |
| First American Bank | 9,360 | $844.3K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $857.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,663 | $871.6K | 0.00% | −592−5.8% | Reduced |
| Capital World Investors | 9,749 | $879.7K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,766 | $880.0K | 0.04% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 9,774 | $881.6K | 0.11% | +7,112+267.2% | Added |
| Berger Financial Group, Inc | 9,972 | $899.5K | 0.06% | −105−1.0% | Reduced |
| Numerai GP LLC | 10,041 | $905.7K | 0.24% | +10,041 | New |
| Janney Montgomery Scott LLC | 10,374 | $936.0K | 0.00% | −4,582−30.6% | Reduced |
| Ignite Planners, LLC | 10,463 | $943.8K | 0.22% | +1,247+13.5% | Added |
| Cumberland Partners Ltd | 10,583 | $955.9K | 0.07% | −2,578−19.6% | Reduced |
| Yousif Capital Management, LLC | 10,746 | $969.3K | 0.01% | −896−7.7% | Reduced |
| Cresset Asset Management, LLC | 10,912 | $984.3K | 0.00% | −527−4.6% | Reduced |
| Cerity Partners LLC | 10,939 | $986.7K | 0.00% | +5,705+109.0% | Added |
| Balyasny Asset Management LLC | 11,130 | $1.00M | 0.00% | +1,253+12.7% | Added |
| Advisors Asset Management, Inc. | 11,293 | $1.02M | 0.02% | −1,496−11.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,413 | $1.03M | 0.00% | +1,193+11.7% | Added |
| Pathstone Holdings, LLC | 11,549 | $1.04M | 0.00% | −674−5.5% | Reduced |
| Ritholtz Wealth Management | 11,675 | $1.05M | 0.03% | −367−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,751 | $1.06M | 0.00% | +229+2.0% | Added |
| Texas Yale Capital Corp. | 11,838 | $1.07M | 0.05% | −100−0.8% | Reduced |
| Shell Asset Management Co | 12,691 | $1.15M | 0.05% | +12,691 | New |
| Probity Advisors, Inc. | 12,876 | $1.16M | 0.22% | +2,273+21.4% | Added |
| Rodgers Brothers Inc. | 13,025 | $1.17M | 0.15% | +50+0.4% | Added |
| Associated Banc-Corp | 13,170 | $1.19M | 0.03% | −72−0.5% | Reduced |
| IFG Advisory, LLC | 13,314 | $1.20M | 0.08% | −207−1.5% | Reduced |
| Cigna Investments Inc | 13,495 | $1.22M | 0.22% | −274−2.0% | Reduced |
| Keybank National Association | 13,539 | $1.22M | 0.00% | −3,340−19.8% | Reduced |
| Curbstone Financial Management Corp | 13,834 | $1.25M | 0.27% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 14,050 | $1.27M | 0.12% | −120−0.8% | Reduced |
| Marshall Wace, LLP | 14,465 | $1.30M | 0.00% | +14,465 | New |
| Y-Intercept (Hong Kong) Ltd | 14,675 | $1.32M | 0.08% | −1,913−11.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,385 | $1.39M | 0.00% | −337−2.1% | Reduced |
| Nexus Investment Management ULC | 16,244 | $1.47M | 0.14% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 16,358 | $1.48M | 0.07% | −1,506−8.4% | Reduced |
| Gries Financial LLC | 16,516 | $1.49M | 0.28% | −4,165−20.1% | Reduced |
| Umb Bank N A | 16,633 | $1.50M | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 16,625 | $1.50M | 0.04% | +16,625 | New |
| FORA Capital, LLC | 17,359 | $1.57M | 0.18% | +10,606+157.1% | Added |
| Principal Financial Group Inc | 17,600 | $1.59M | 0.00% | −5,400−23.5% | Reduced |
| NorthRock Partners, LLC | 17,956 | $1.62M | 0.05% | 00.0% | Unchanged |
| Employees Provident Fund Board | 18,200 | $1.64M | 0.02% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 18,347 | $1.66M | 0.13% | −960−5.0% | Reduced |
| Truist Financial Corp | 18,438 | $1.66M | 0.00% | +766+4.3% | Added |