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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 500 | $45.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 500 | $45.1K | 0.00% | +500 | New |
| Huntington National Bank | 491 | $44.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 482 | $43.5K | 0.00% | +7+1.5% | Added |
| Massmutual Trust Co FSB | 461 | $41.6K | 0.00% | −109−19.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 417 | $37.6K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $36.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $36.1K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 402 | $36.0K | 0.00% | −61−13.2% | Reduced |
| Global Retirement Partners, LLC | 384 | $34.6K | 0.00% | −48−11.1% | Reduced |
| Winch Advisory Services, LLC | 350 | $31.6K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 345 | $31.1K | 0.00% | −7−2.0% | Reduced |
| IAG Wealth Partners, LLC | 335 | $30.2K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 338 | $30.0K | 0.02% | −2,358−87.5% | Reduced |
| Uncommon Cents Investing LLC | 315 | $28.4K | 0.01% | +315 | New |
| Smartleaf Asset Management LLC | 308 | $27.9K | 0.00% | +130+73.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 278 | $25.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $24.4K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 263 | $23.7K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 259 | $23.4K | 0.02% | −935−78.3% | Reduced |
| First Horizon Advisors, Inc. | 254 | $22.9K | 0.00% | +56+28.3% | Added |
| WFA of San Diego, LLC | 250 | $22.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 248 | $22.4K | 0.00% | −350−58.5% | Reduced |
| Proequities, Inc. | 240 | $21.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 218 | $19.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 206 | $19.0K | 0.00% | +22+12.0% | Added |
| Natixis | 202 | $18.2K | 0.00% | −4−1.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 195 | $17.6K | 0.00% | −5−2.5% | Reduced |
| Atlas Capital Advisors LLC | 190 | $17.1K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 181 | $16.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 178 | $16.1K | 0.01% | −81−31.3% | Reduced |
| Zions Bancorporation, N.A. | 177 | $16.0K | 0.00% | −173−49.4% | Reduced |
| JFS Wealth Advisors, LLC | 163 | $14.7K | 0.00% | +6+3.8% | Added |
| McIlrath & Eck, LLC | 160 | $14.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 134 | $12.1K | 0.00% | +60+81.1% | Added |
| SWAN Capital LLC | 129 | $11.6K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $11.3K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 121 | $10.9K | 0.00% | +2+1.7% | Added |
| Assetmark, Inc | 115 | $10.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 112 | $10.1K | 0.00% | +44+64.7% | Added |
| MCF Advisors LLC | 110 | $9.92K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $9.02K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $9.02K | 0.00% | +100 | New |
| Hemington Wealth Management | 100 | $9.00K | 0.00% | +100 | New |
| Pineridge Advisors LLC | 96 | $8.68K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 87 | $7.85K | 0.00% | −71−44.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 75 | $6.76K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 71 | $6.40K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 65 | $5.86K | 0.00% | −50−43.5% | Reduced |
| CoreCap Advisors, LLC | 59 | $5.33K | 0.00% | +59 | New |
| Penserra Capital Management LLC | 63 | $5.00K | 0.00% | +3+5.0% | Added |
| GeoWealth Management, LLC | 54 | $4.87K | 0.00% | +54 | New |
| Financial Avengers, Inc. | 50 | $4.51K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 46 | $4.17K | 0.00% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 45 | $4.06K | 0.01% | +45 | New |
| Cornerstone Planning Group LLC | 43 | $4.00K | 0.00% | +11+34.4% | Added |
| Highline Wealth Partners LLC | 43 | $3.88K | 0.00% | +34+377.8% | Added |
| Christopher J. Hasenberg, Inc | 43 | $3.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $3.61K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $2.89K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $2.25K | 0.00% | +25 | New |
| GWM Advisors LLC | 24 | $2.17K | 0.00% | −100−80.6% | Reduced |
| Sandy Spring Bank | 23 | $2.08K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $1.26K | 0.00% | +2+16.7% | Added |
| Raffa Wealth Management, LLC | 13 | $1.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $451 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5 | $451 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 30,454 | $338 | 0.00% | +29,367+2,701.7% | Added |
| Capital Research Global Investors | 0 | $0 | 0.00% | −747,581−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −129,662−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −95,516−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −83,240−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −50,961−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −40,027−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −33,921−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −28,285−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −20,494−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −15,217−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,090−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −965,001−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,983−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −9,006−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,025−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,008−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −6,983−100.0% | Sold out |
| JCIC Asset Management Inc. | 0 | $0 | 0.00% | −6,697−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −5,648−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −5,624−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −5,131−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −3,941−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,708−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,702−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −3,132−100.0% | Sold out |
| Cobblestone Capital Advisors LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Southland Equity Partners LLC | 0 | $0 | 0.00% | −2,843−100.0% | Sold out |