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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 10,939 | $986.7K | 0.00% | +5,705+109.0% | Added |
| Cresset Asset Management, LLC | 10,912 | $984.3K | 0.00% | −527−4.6% | Reduced |
| Yousif Capital Management, LLC | 10,746 | $969.3K | 0.01% | −896−7.7% | Reduced |
| Cumberland Partners Ltd | 10,583 | $955.9K | 0.07% | −2,578−19.6% | Reduced |
| Ignite Planners, LLC | 10,463 | $943.8K | 0.22% | +1,247+13.5% | Added |
| Janney Montgomery Scott LLC | 10,374 | $936.0K | 0.00% | −4,582−30.6% | Reduced |
| Numerai GP LLC | 10,041 | $905.7K | 0.24% | +10,041 | New |
| Berger Financial Group, Inc | 9,972 | $899.5K | 0.06% | −105−1.0% | Reduced |
| Nebula Research & Development LLC | 9,774 | $881.6K | 0.11% | +7,112+267.2% | Added |
| Smithfield Trust Co | 9,766 | $880.0K | 0.04% | 00.0% | Unchanged |
| Capital World Investors | 9,749 | $879.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,663 | $871.6K | 0.00% | −592−5.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $857.1K | 0.00% | 00.0% | Unchanged |
| First American Bank | 9,360 | $844.3K | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 9,122 | $822.8K | 0.01% | +802+9.6% | Added |
| FineMark National Bank & Trust | 8,921 | $804.7K | 0.03% | +8,921 | New |
| State Street Corp | 8,912 | $803.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,894 | $802.2K | 0.02% | +313+3.6% | Added |
| Journey Strategic Wealth LLC | 8,667 | $781.8K | 0.03% | −112−1.3% | Reduced |
| Vise Technologies, Inc. | 8,605 | $776.2K | 0.10% | +2,490+40.7% | Added |
| D.A. Davidson & Co. | 8,602 | $776.0K | 0.01% | +113+1.3% | Added |
| MML Investors Services, LLC | 8,487 | $765.0K | 0.00% | −207−2.4% | Reduced |
| Louisbourg Investments Inc. | 8,428 | $761.4K | 0.19% | 00.0% | Unchanged |
| North Star Asset Management Inc | 8,322 | $750.6K | 0.03% | −177−2.1% | Reduced |
| Independent Advisor Alliance | 8,321 | $750.6K | 0.03% | +4,384+111.4% | Added |
| Candriam Luxembourg S.C.A. | 8,238 | $744.1K | 0.00% | +1,800+28.0% | Added |
| Blair William & Co | 8,086 | $729.4K | 0.00% | +418+5.5% | Added |
| Ipswich Investment Management Co., Inc. | 8,039 | $725.1K | 0.17% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 8,000 | $721.9K | 0.26% | 00.0% | Unchanged |
| Mairs & Power Inc | 7,846 | $707.7K | 0.01% | −1,154−12.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,723 | $696.7K | 0.04% | −389−4.8% | Reduced |
| Veriti Management LLC | 7,646 | $689.7K | 0.04% | −347−4.3% | Reduced |
| David Loasby | 7,540 | $687.8K | 0.06% | −378−4.8% | Reduced |
| Prudential PLC | 7,602 | $685.9K | 0.00% | +7,602 | New |
| Jefferies Financial Group Inc. | 7,492 | $675.8K | 0.01% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 7,447 | $671.7K | 0.40% | −45−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 7,248 | $654.1K | 0.01% | +7,248 | New |
| Chiron Capital Management, LLC | 7,058 | $636.6K | 0.56% | +757+12.0% | Added |
| Harbour Investments, Inc. | 6,897 | $622.1K | 0.02% | +641+10.2% | Added |
| Ti-Trust, Inc | 6,692 | $603.6K | 0.43% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 6,455 | $582.2K | 0.06% | −990−13.3% | Reduced |
| Harbour Trust & Investment Management Co | 6,340 | $571.9K | 0.07% | +172+2.8% | Added |
| Pacer Advisors, Inc. | 6,251 | $563.8K | 0.00% | −110−1.7% | Reduced |
| Wealthspire Advisors, LLC | 6,230 | $562.0K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 6,210 | $560.1K | 0.01% | +252+4.2% | Added |
| Midland Wealth Advisors LLC | 6,200 | $559.2K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,170 | $556.5K | 0.00% | −1,437−18.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,062 | $546.8K | 0.03% | −105−1.7% | Reduced |
| Busey Wealth Management | 6,000 | $541.2K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 5,980 | $540.6K | 0.22% | 00.0% | Unchanged |
| Barclays PLC | 5,923 | $534.3K | 0.00% | +2,455+70.8% | Added |
| Syon Capital LLC | 5,911 | $533.2K | 0.05% | −1,022−14.7% | Reduced |
| XTX Topco Ltd | 5,834 | $526.2K | 0.04% | −9,168−61.1% | Reduced |
| Acadian Asset Management LLC | 5,842 | $526.0K | 0.00% | −11,944−67.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,519 | $497.8K | 0.01% | +3,939+249.3% | Added |
| Forum Financial Management, LP | 5,477 | $494.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 5,155 | $465.0K | 0.00% | +18+0.4% | Added |
| Passumpsic Savings Bank | 5,142 | $463.8K | 0.30% | +105+2.1% | Added |
| HighPoint Advisor Group LLC | 5,098 | $459.8K | 0.03% | +1,774+53.4% | Added |
| Tradition Wealth Management, LLC | 4,949 | $446.4K | 0.04% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,915 | $443.3K | 0.01% | −250−4.8% | Reduced |
| Evergreen Capital Management LLC | 4,863 | $438.6K | 0.01% | −440−8.3% | Reduced |
| 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 |
| Prudential Financial Inc | 4,770 | $430.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,777 | $430.0K | 0.04% | −293−5.8% | Reduced |
| CIBC Private Wealth Group, LLC | 4,743 | $427.8K | 0.00% | −1,888−28.5% | Reduced |
| Savant Capital, LLC | 4,739 | $427.5K | 0.00% | +577+13.9% | Added |
| Sand Hill Global Advisors, LLC | 4,702 | $424.1K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,662 | $420.5K | 0.01% | −573−10.9% | Reduced |
| Intrua Financial, LLC | 4,640 | $418.5K | 0.07% | +148+3.3% | Added |
| Gluskin Sheff & Assoc Inc | 4,581 | $413.3K | 0.05% | −79,069−94.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,508 | $406.6K | 0.30% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,505 | $406.4K | 0.08% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $403.7K | 0.08% | 00.0% | Unchanged |
| Nwam LLC | 4,453 | $401.6K | 0.02% | +4,453 | New |
| Silverlake Wealth Management LLC | 4,438 | $400.3K | 0.15% | +6+0.1% | Added |
| Biltmore Family Office, LLC | 4,360 | $393.3K | 0.07% | +13+0.3% | Added |
| David R. Rahn & Associates Inc. | 4,350 | $392.4K | 0.12% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,331 | $391.7K | 0.00% | +3,518+432.7% | Added |
| SlateStone Wealth, LLC | 4,277 | $386.0K | 0.03% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 4,151 | $374.4K | 0.04% | +208+5.3% | Added |
| Boltwood Capital Management | 4,125 | $372.1K | 0.11% | +125+3.1% | Added |
| BNP Paribas Arbitrage, SA | 4,057 | $365.9K | 0.00% | +1,314+47.9% | Added |
| Watershed Private Wealth LLC | 4,000 | $360.8K | 0.14% | 00.0% | Unchanged |
| Commerce Bank | 3,996 | $360.4K | 0.00% | +10.0% | Added |
| Benjamin Edwards Inc | 3,961 | $357.3K | 0.01% | +3,961 | New |
| Aigen Investment Management, LP | 3,933 | $354.9K | 0.07% | +3,933 | New |
| Camden Capital, LLC | 3,929 | $354.4K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,908 | $352.5K | 0.02% | +740+23.4% | Added |
| Cary Street Partner Investment Advisory LLC | 3,814 | $344.0K | 0.01% | +86+2.3% | Added |
| Quilter Plc | 3,770 | $340.1K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,757 | $338.9K | 0.01% | −432−10.3% | Reduced |
| Thrivent Financial for Lutherans | 3,667 | $331.0K | 0.00% | +209+6.0% | Added |
| Group One Trading, L.P. | 3,632 | $327.6K | 0.01% | +3,632 | New |
| Trust Co of Vermont | 3,618 | $326.3K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,578 | $322.7K | 0.00% | −643−15.2% | Reduced |
| Squarepoint Ops LLC | 3,562 | $321.3K | 0.00% | −25,005−87.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,558 | $320.9K | 0.05% | 00.0% | Unchanged |
| Puzo Michael J | 3,500 | $315.7K | 0.08% | 00.0% | Unchanged |