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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 18,907 | $1.71M | 0.01% | +311+1.7% | Added |
| JustInvest LLC | 19,051 | $1.72M | 0.03% | +4,077+27.2% | Added |
| US Bancorp | 19,063 | $1.72M | 0.00% | −3,995−17.3% | Reduced |
| Wolverine Trading, LLC | 19,493 | $1.76M | 0.05% | +13,402+220.0% | Added |
| Cetera Investment Advisers | 19,550 | $1.76M | 0.00% | +410+2.1% | Added |
| Pinebridge Investments, L.P. | 14,487 | $1.77M | 0.01% | +12,442+608.4% | Added |
| HighTower Advisors, LLC | 19,974 | $1.80M | 0.00% | −1,531−7.1% | Reduced |
| Resources Management Corp | 20,424 | $1.84M | 0.25% | −35−0.2% | Reduced |
| Mutual Advisors, LLC | 20,118 | $1.88M | 0.05% | +7,411+58.3% | Added |
| Gold Investment Management Ltd. | 20,905 | $1.89M | 0.79% | +268+1.3% | Added |
| Private Advisor Group, LLC | 21,094 | $1.90M | 0.01% | +662+3.2% | Added |
| CI Private Wealth, LLC | 21,115 | $1.90M | 0.00% | −2,145−9.2% | Reduced |
| Pinnacle Associates Ltd | 20,500 | $2.03M | 0.03% | −13,100−39.0% | Reduced |
| UniSuper Management Pty Ltd | 17,500 | $2.14M | 0.02% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $2.14M | 0.02% | 00.0% | Unchanged |
| United Services Automobile Association | 23,798 | $2.15M | 0.05% | −3,527−12.9% | Reduced |
| Advisor Group Holdings, Inc. | 24,213 | $2.19M | 0.00% | +1,307+5.7% | Added |
| Bessemer Group Inc | 24,880 | $2.25M | 0.00% | +194+0.8% | Added |
| Graham Capital Management, L.P. | 25,582 | $2.31M | 0.08% | +20,361+390.0% | Added |
| Metis Global Partners, LLC | 25,782 | $2.33M | 0.07% | −1,258−4.7% | Reduced |
| Crossmark Global Holdings, Inc. | 26,903 | $2.43M | 0.04% | −14,755−35.4% | Reduced |
| Capital Group Private Client Services, Inc. | 27,596 | $2.49M | 0.02% | −1,619−5.5% | Reduced |
| Entropy Technologies, LP | 29,774 | $2.69M | 0.28% | +29,774 | New |
| Silver Lake Advisory, LLC | 30,227 | $2.73M | 1.12% | −266−0.9% | Reduced |
| Natixis Advisors, L.P. | 30,990 | $2.79M | 0.01% | +2,177+7.6% | Added |
| Harvest Portfolios Group Inc. | 31,812 | $2.87M | 0.10% | +554+1.8% | Added |
| Creative Planning | 34,231 | $3.09M | 0.00% | +4,918+16.8% | Added |
| Man Group plc | 34,682 | $3.13M | 0.01% | −11,439−24.8% | Reduced |
| SpiderRock Advisors, LLC | 34,917 | $3.15M | 0.07% | −1,200−3.3% | Reduced |
| Baird Financial Group, Inc. | 36,566 | $3.30M | 0.01% | −677−1.8% | Reduced |
| K.J. Harrison & Partners Inc | 40,091 | $3.72M | 0.56% | −79,322−66.4% | Reduced |
| Maryland State Retirement & Pension System | 42,883 | $3.87M | 0.08% | +555+1.3% | Added |
| Vertex Planning Partners, LLC | 44,928 | $4.05M | 0.97% | +44,928 | New |
| NBT Bank N A | 45,836 | $4.13M | 0.28% | +400+0.9% | Added |
| Allianz Asset Management GmbH | 46,158 | $4.17M | 0.01% | +350+0.8% | Added |
| Mariner, LLC | 46,469 | $4.19M | 0.01% | +1,722+3.8% | Added |
| Rathbone Brothers plc | 48,103 | $4.35M | 0.02% | −810−1.7% | Reduced |
| NewGen Asset Management Ltd | 50,000 | $4.51M | 2.46% | +50,000 | New |
| Twin Tree Management, LP | 50,095 | $4.52M | 0.11% | +50,095 | New |
| Wealth Enhancement Advisory Services, LLC | 50,532 | $4.56M | 0.01% | +5,824+13.0% | Added |
| Assenagon Asset Management S.A. | 50,682 | $4.58M | 0.01% | +29,717+141.7% | Added |
| Romano Brothers and Company | 51,533 | $4.65M | 0.58% | −1,450−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 51,744 | $4.67M | 0.05% | −277−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 51,729 | $4.78M | 0.01% | +100+0.2% | Added |
| Dana Investment Advisors, Inc. | 53,343 | $4.81M | 0.16% | −483−0.9% | Reduced |
| Alliancebernstein L.P. | 54,558 | $4.92M | 0.00% | −679−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 54,686 | $4.93M | 0.01% | −2,094−3.7% | Reduced |
| M&T Bank Corp | 57,623 | $5.20M | 0.02% | −2,111−3.5% | Reduced |
| Raymond James & Associates | 59,194 | $5.34M | 0.00% | −12,057−16.9% | Reduced |
| Envestnet Asset Management Inc | 60,162 | $5.43M | 0.00% | −3,292−5.2% | Reduced |
| Northwest Bancshares, Inc. | 63,493 | $5.73M | 0.98% | −9,480−13.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 69,241 | $6.25M | 1.81% | −253−0.4% | Reduced |
| Ameriprise Financial Inc | 60,714 | $6.28M | 0.00% | +2,215+3.8% | Added |
| Janus Henderson Group PLC | 71,163 | $6.43M | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 71,295 | $6.43M | 0.01% | −988−1.4% | Reduced |
| St Germain D J Co Inc | 75,363 | $6.80M | 0.31% | −30,848−29.0% | Reduced |
| Millennium Management LLC | 75,967 | $6.85M | 0.01% | +75,967 | New |
| Ossiam | 77,198 | $6.97M | 0.13% | +26,230+51.5% | Added |
| Jane Street Group, LLC | 78,828 | $7.11M | 0.01% | −241,153−75.4% | Reduced |
| Capital Fund Management S.A. | 79,060 | $7.13M | 0.08% | +7,598+10.6% | Added |
| Wells Fargo & Company | 79,109 | $7.14M | 0.00% | −3,390−4.1% | Reduced |
| Utah Retirement Systems | 81,172 | $7.33M | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 86,075 | $7.76M | 0.00% | +12,748+17.4% | Added |
| Two Sigma Advisers, LP | 93,898 | $8.47M | 0.02% | −179,500−65.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 95,187 | $8.59M | 0.04% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 95,431 | $8.62M | 0.05% | −216−0.2% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $8.66M | 0.76% | 00.0% | Unchanged |
| SIG North Trading, ULC | 106,670 | $9.62M | 2.98% | −21,147−16.5% | Reduced |
| Intech Investment Management LLC | 107,096 | $9.67M | 0.11% | +3,815+3.7% | Added |
| USS Investment Management Ltd | 109,005 | $9.83M | 0.07% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 115,865 | $10.5M | 0.28% | +5,742+5.2% | Added |
| AMF Pensionsforsakring AB | 114,887 | $10.5M | 0.07% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 123,588 | $11.2M | 0.01% | −9,842−7.4% | Reduced |
| Investment Management Corp of Ontario | 125,590 | $11.3M | 0.25% | −1,597−1.3% | Reduced |
| Wellington Management Group LLP | 125,572 | $11.3M | 0.00% | +55,823+80.0% | Added |
| Vontobel Holding Ltd. | 127,819 | $11.5M | 0.04% | −5,305−4.0% | Reduced |
| DekaBank Deutsche Girozentrale | 144,747 | $13.0M | 0.02% | −7,516−4.9% | Reduced |
| Stifel Financial Corp | 146,232 | $13.2M | 0.01% | +3,496+2.4% | Added |
| O'Shaughnessy Asset Management, LLC | 143,546 | $13.5M | 0.12% | −1,086−0.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 155,100 | $14.0M | 0.10% | −11,400−6.8% | Reduced |
| Capital International Inc | 156,209 | $14.1M | 0.18% | −5,648−3.5% | Reduced |
| Burgundy Asset Management Ltd. | 160,000 | $14.4M | 0.14% | 00.0% | Unchanged |
| Citigroup Inc | 165,148 | $14.9M | 0.01% | +10,792+7.0% | Added |
| Pinnacle Financial Partners Inc | 177,888 | $16.0M | 0.32% | +774+0.4% | Added |
| American Century Companies Inc | 179,867 | $16.2M | 0.01% | +15,336+9.3% | Added |
| Dorchester Wealth Management Co | 182,675 | $16.4M | 2.99% | +6,343+3.6% | Added |
| Forsta Ap-Fonden | 181,600 | $16.4M | 0.13% | +30,300+20.0% | Added |
| Van Eck Associates Corp | 190,255 | $17.8M | 0.02% | +35,614+23.0% | Added |
| AXA S.A. | 200,200 | $18.1M | 0.05% | +86,208+75.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 208,609 | $18.8M | 1.29% | −4,734−2.2% | Reduced |
| Russell Investments Group, Ltd. | 210,799 | $19.0M | 0.03% | +35,030+19.9% | Added |
| Varma Mutual Pension Insurance Co | 211,329 | $19.2M | 0.15% | +211,329 | New |
| Scheer, Rowlett & Associates Investment Management Ltd. | 214,070 | $19.3M | 1.35% | +8,493+4.1% | Added |
| Omers Administration Corp | 219,955 | $19.9M | 0.18% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 224,443 | $21.1M | 3.92% | +450+0.2% | Added |
| Cidel Asset Management Inc | 248,971 | $22.5M | 1.59% | −3,924−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 272,191 | $24.6M | 0.07% | +7,759+2.9% | Added |
| Northern Trust Corp | 308,826 | $27.9M | 0.00% | −2,377−0.8% | Reduced |
| Pictet Asset Management Holding SA | 319,824 | $29.0M | 0.03% | +5,441+1.7% | Added |
| HSBC Holdings PLC | 339,925 | $30.6M | 0.02% | +333,002+4,810.1% | Added |