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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 109,005 | $9.83M | 0.07% | 00.0% | Unchanged |
| Intech Investment Management LLC | 107,096 | $9.67M | 0.11% | +3,815+3.7% | Added |
| SIG North Trading, ULC | 106,670 | $9.62M | 2.98% | −21,147−16.5% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $8.66M | 0.76% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 95,431 | $8.62M | 0.05% | −216−0.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 95,187 | $8.59M | 0.04% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 93,898 | $8.47M | 0.02% | −179,500−65.7% | Reduced |
| LPL Financial LLC | 86,075 | $7.76M | 0.00% | +12,748+17.4% | Added |
| Utah Retirement Systems | 81,172 | $7.33M | 0.08% | 00.0% | Unchanged |
| Wells Fargo & Company | 79,109 | $7.14M | 0.00% | −3,390−4.1% | Reduced |
| Capital Fund Management S.A. | 79,060 | $7.13M | 0.08% | +7,598+10.6% | Added |
| Jane Street Group, LLC | 78,828 | $7.11M | 0.01% | −241,153−75.4% | Reduced |
| Ossiam | 77,198 | $6.97M | 0.13% | +26,230+51.5% | Added |
| Millennium Management LLC | 75,967 | $6.85M | 0.01% | +75,967 | New |
| St Germain D J Co Inc | 75,363 | $6.80M | 0.31% | −30,848−29.0% | Reduced |
| Federated Hermes, Inc. | 71,295 | $6.43M | 0.01% | −988−1.4% | Reduced |
| Janus Henderson Group PLC | 71,163 | $6.43M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 60,714 | $6.28M | 0.00% | +2,215+3.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 69,241 | $6.25M | 1.81% | −253−0.4% | Reduced |
| Northwest Bancshares, Inc. | 63,493 | $5.73M | 0.98% | −9,480−13.0% | Reduced |
| Envestnet Asset Management Inc | 60,162 | $5.43M | 0.00% | −3,292−5.2% | Reduced |
| Raymond James & Associates | 59,194 | $5.34M | 0.00% | −12,057−16.9% | Reduced |
| M&T Bank Corp | 57,623 | $5.20M | 0.02% | −2,111−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 54,686 | $4.93M | 0.01% | −2,094−3.7% | Reduced |
| Alliancebernstein L.P. | 54,558 | $4.92M | 0.00% | −679−1.2% | Reduced |
| Dana Investment Advisors, Inc. | 53,343 | $4.81M | 0.16% | −483−0.9% | Reduced |
| Ensign Peak Advisors, Inc | 51,729 | $4.78M | 0.01% | +100+0.2% | Added |
| Beacon Pointe Advisors, LLC | 51,744 | $4.67M | 0.05% | −277−0.5% | Reduced |
| Romano Brothers and Company | 51,533 | $4.65M | 0.58% | −1,450−2.7% | Reduced |
| Assenagon Asset Management S.A. | 50,682 | $4.58M | 0.01% | +29,717+141.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 50,532 | $4.56M | 0.01% | +5,824+13.0% | Added |
| Twin Tree Management, LP | 50,095 | $4.52M | 0.11% | +50,095 | New |
| NewGen Asset Management Ltd | 50,000 | $4.51M | 2.46% | +50,000 | New |
| Rathbone Brothers plc | 48,103 | $4.35M | 0.02% | −810−1.7% | Reduced |
| Mariner, LLC | 46,469 | $4.19M | 0.01% | +1,722+3.8% | Added |
| Allianz Asset Management GmbH | 46,158 | $4.17M | 0.01% | +350+0.8% | Added |
| NBT Bank N A | 45,836 | $4.13M | 0.28% | +400+0.9% | Added |
| Vertex Planning Partners, LLC | 44,928 | $4.05M | 0.97% | +44,928 | New |
| Maryland State Retirement & Pension System | 42,883 | $3.87M | 0.08% | +555+1.3% | Added |
| K.J. Harrison & Partners Inc | 40,091 | $3.72M | 0.56% | −79,322−66.4% | Reduced |
| Baird Financial Group, Inc. | 36,566 | $3.30M | 0.01% | −677−1.8% | Reduced |
| SpiderRock Advisors, LLC | 34,917 | $3.15M | 0.07% | −1,200−3.3% | Reduced |
| Man Group plc | 34,682 | $3.13M | 0.01% | −11,439−24.8% | Reduced |
| Creative Planning | 34,231 | $3.09M | 0.00% | +4,918+16.8% | Added |
| Harvest Portfolios Group Inc. | 31,812 | $2.87M | 0.10% | +554+1.8% | Added |
| Natixis Advisors, L.P. | 30,990 | $2.79M | 0.01% | +2,177+7.6% | Added |
| Silver Lake Advisory, LLC | 30,227 | $2.73M | 1.12% | −266−0.9% | Reduced |
| Entropy Technologies, LP | 29,774 | $2.69M | 0.28% | +29,774 | New |
| Capital Group Private Client Services, Inc. | 27,596 | $2.49M | 0.02% | −1,619−5.5% | Reduced |
| Crossmark Global Holdings, Inc. | 26,903 | $2.43M | 0.04% | −14,755−35.4% | Reduced |
| Metis Global Partners, LLC | 25,782 | $2.33M | 0.07% | −1,258−4.7% | Reduced |
| Graham Capital Management, L.P. | 25,582 | $2.31M | 0.08% | +20,361+390.0% | Added |
| Bessemer Group Inc | 24,880 | $2.25M | 0.00% | +194+0.8% | Added |
| Advisor Group Holdings, Inc. | 24,213 | $2.19M | 0.00% | +1,307+5.7% | Added |
| United Services Automobile Association | 23,798 | $2.15M | 0.05% | −3,527−12.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $2.14M | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 17,500 | $2.14M | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 20,500 | $2.03M | 0.03% | −13,100−39.0% | Reduced |
| CI Private Wealth, LLC | 21,115 | $1.90M | 0.00% | −2,145−9.2% | Reduced |
| Private Advisor Group, LLC | 21,094 | $1.90M | 0.01% | +662+3.2% | Added |
| Gold Investment Management Ltd. | 20,905 | $1.89M | 0.79% | +268+1.3% | Added |
| Mutual Advisors, LLC | 20,118 | $1.88M | 0.05% | +7,411+58.3% | Added |
| Resources Management Corp | 20,424 | $1.84M | 0.25% | −35−0.2% | Reduced |
| HighTower Advisors, LLC | 19,974 | $1.80M | 0.00% | −1,531−7.1% | Reduced |
| Pinebridge Investments, L.P. | 14,487 | $1.77M | 0.01% | +12,442+608.4% | Added |
| Cetera Investment Advisers | 19,550 | $1.76M | 0.00% | +410+2.1% | Added |
| Wolverine Trading, LLC | 19,493 | $1.76M | 0.05% | +13,402+220.0% | Added |
| US Bancorp | 19,063 | $1.72M | 0.00% | −3,995−17.3% | Reduced |
| JustInvest LLC | 19,051 | $1.72M | 0.03% | +4,077+27.2% | Added |
| Credit Agricole S A | 18,907 | $1.71M | 0.01% | +311+1.7% | Added |
| Truist Financial Corp | 18,438 | $1.66M | 0.00% | +766+4.3% | Added |
| Hillsdale Investment Management Inc. | 18,347 | $1.66M | 0.13% | −960−5.0% | Reduced |
| Employees Provident Fund Board | 18,200 | $1.64M | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 17,956 | $1.62M | 0.05% | 00.0% | Unchanged |
| Principal Financial Group Inc | 17,600 | $1.59M | 0.00% | −5,400−23.5% | Reduced |
| FORA Capital, LLC | 17,359 | $1.57M | 0.18% | +10,606+157.1% | Added |
| Algert Global LLC | 16,625 | $1.50M | 0.04% | +16,625 | New |
| Umb Bank N A | 16,633 | $1.50M | 0.02% | 00.0% | Unchanged |
| Gries Financial LLC | 16,516 | $1.49M | 0.28% | −4,165−20.1% | Reduced |
| Wetherby Asset Management Inc | 16,358 | $1.48M | 0.07% | −1,506−8.4% | Reduced |
| Nexus Investment Management ULC | 16,244 | $1.47M | 0.14% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 15,385 | $1.39M | 0.00% | −337−2.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,675 | $1.32M | 0.08% | −1,913−11.5% | Reduced |
| Marshall Wace, LLP | 14,465 | $1.30M | 0.00% | +14,465 | New |
| Naples Global Advisors, LLC | 14,050 | $1.27M | 0.12% | −120−0.8% | Reduced |
| Curbstone Financial Management Corp | 13,834 | $1.25M | 0.27% | 00.0% | Unchanged |
| Keybank National Association | 13,539 | $1.22M | 0.00% | −3,340−19.8% | Reduced |
| Cigna Investments Inc | 13,495 | $1.22M | 0.22% | −274−2.0% | Reduced |
| IFG Advisory, LLC | 13,314 | $1.20M | 0.08% | −207−1.5% | Reduced |
| Associated Banc-Corp | 13,170 | $1.19M | 0.03% | −72−0.5% | Reduced |
| Rodgers Brothers Inc. | 13,025 | $1.17M | 0.15% | +50+0.4% | Added |
| Probity Advisors, Inc. | 12,876 | $1.16M | 0.22% | +2,273+21.4% | Added |
| Shell Asset Management Co | 12,691 | $1.15M | 0.05% | +12,691 | New |
| Texas Yale Capital Corp. | 11,838 | $1.07M | 0.05% | −100−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,751 | $1.06M | 0.00% | +229+2.0% | Added |
| Ritholtz Wealth Management | 11,675 | $1.05M | 0.03% | −367−3.0% | Reduced |
| Pathstone Holdings, LLC | 11,549 | $1.04M | 0.00% | −674−5.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,413 | $1.03M | 0.00% | +1,193+11.7% | Added |
| Advisors Asset Management, Inc. | 11,293 | $1.02M | 0.02% | −1,496−11.7% | Reduced |
| Balyasny Asset Management LLC | 11,130 | $1.00M | 0.00% | +1,253+12.7% | Added |