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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, Q4 2024

Institutional positions in Bank of Montreal as of Dec 31, 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
536
+73 vs. Q3 2024
Shares held
344.3M
+4.09M (+1.2%) vs. Q3 2024
Total value
$33.4B
+$2.64B (+8.6%) vs. Q3 2024
New holders
106
191 more added
Sold out
33
136 more reduced

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 536 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ4 2024: $33.4B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2024.

Institutions holding BMO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Van Hulzen Asset Management, LLC2$1950.00%+2New
High Note Wealth, LLC3$2910.00%+3New
NBC Securities, Inc.3$3560.03%−4,774−99.9%Reduced
Quest 10 Wealth Builders, Inc.9$8730.00%+9New
Cullen/Frost Bankers, Inc.12$1.17K0.00%−405−97.1%Reduced
Bell Investment Advisors, Inc12$1.17K0.00%+7+140.0%Added
Raffa Wealth Management, LLC13$1.26K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.14$1.36K0.00%00.0%Unchanged
Colonial Trust Co16$1.55K0.00%+16New
Valley National Advisers Inc30$2.00K0.00%00.0%Unchanged
Sandy Spring Bank23$2.23K0.00%00.0%Unchanged
GWM Advisors LLC24$2.33K0.00%00.0%Unchanged
Optiver Holding B.V.28$2.72K0.00%+28New
Western Pacific Wealth Management, LP32$3.11K0.00%00.0%Unchanged
NewSquare Capital LLC38$3.69K0.00%+38New
Kestra Investment Management, LLC39$3.79K0.00%+39New
Colonial Trust Advisors40$3.88K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc43$4.17K0.00%00.0%Unchanged
Capital A Wealth Management, LLC44$4.27K0.01%+44New
Highline Wealth Partners LLC46$4.46K0.00%+3+7.0%Added
Financial Perspectives, Inc47$4.53K0.00%+1+2.2%Added
Financial Avengers, Inc.50$4.85K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC50$4.85K0.00%+50New
Versant Capital Management, Inc53$5.14K0.00%+53New
McIlrath & Eck, LLC55$5.34K0.00%−105−65.6%Reduced
UMA Financial Services, Inc.56$5.43K0.00%+56New
ORG Partners LLC59$5.72K0.00%+59New
Cornerstone Planning Group LLC58$5.85K0.00%+15+34.9%Added
Penserra Capital Management LLC63$6.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC65$6.31K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC71$6.89K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC75$7.28K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.79$7.67K0.00%−475−85.7%Reduced
Johnson Financial Group, Inc.78$7.81K0.00%−659−89.4%Reduced
Cary Street Partner Investment Advisory LLC83$8.05K0.01%−3,731−97.8%Reduced
Hemington Wealth Management95$9.00K0.00%−5−5.0%Reduced
South State Corp.96$9.32K0.00%+96New
Pineridge Advisors LLC96$9.34K0.00%00.0%Unchanged
TruNorth Capital Management, LLC100$9.71K0.00%00.0%Unchanged
MCF Advisors LLC110$10.7K0.00%00.0%Unchanged
Silicon Valley Capital Partners122$11.8K0.00%+1+0.8%Added
Tradewinds Capital Management, LLC125$12.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.126$12.2K0.00%−542−81.1%Reduced
Jackson, Grant Investment Advisers, Inc.129$12.5K0.00%+129New
Foster Dykema Cabot & Partners, LLC130$12.6K0.00%−65−33.3%Reduced
CoreCap Advisors, LLC136$13.2K0.00%+77+130.5%Added
Richard W. Paul & Associates, LLC139$13.5K0.00%+139New
Venturi Wealth Management, LLC143$13.9K0.00%+9+6.7%Added
Sierra Ocean, LLC153$14.8K0.01%+153New
Financial Management Professionals, Inc.173$16.8K0.00%−33−16.0%Reduced
Bruce G. Allen Investments, LLC178$17.3K0.01%00.0%Unchanged
WFA Asset Management Corp181$17.6K0.01%00.0%Unchanged
Atlas Capital Advisors LLC190$18.4K0.00%00.0%Unchanged
Smartleaf Asset Management LLC198$19.2K0.00%−110−35.7%Reduced
JFS Wealth Advisors, LLC198$19.2K0.00%+35+21.5%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC218$21.2K0.00%00.0%Unchanged
Proequities, Inc.240$24.0K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.259$25.1K0.02%00.0%Unchanged
Bank & Trust Co263$25.5K0.02%00.0%Unchanged
IFP Advisors, Inc313$30.4K0.00%+201+179.5%Added
Addison Advisors LLC333$32.3K0.01%+246+282.8%Added
IAG Wealth Partners, LLC335$32.5K0.01%00.0%Unchanged
Pathway Financial Advisers, LLC341$33.0K0.01%−30,113−98.9%Reduced
Winch Advisory Services, LLC350$34.0K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA350$34.0K0.01%+80+29.6%Added
Crewe Advisors LLC400$38.8K0.01%00.0%Unchanged
Vision Financial Markets LLC400$38.8K0.04%+400New
Dunhill Financial, LLC400$38.8K0.02%+400New
Capital Analysts, LLC405$39.0K0.00%+3+0.7%Added
Strategic Investment Solutions, Inc.400$39.6K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA439$42.6K0.00%−3,618−89.2%Reduced
Rothschild Investment LLC487$47.3K0.00%+5+1.0%Added
Huntington National Bank491$47.7K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd500$48.5K0.01%+500New
JNBA Financial Advisors500$48.5K0.00%00.0%Unchanged
Grove Bank & Trust510$49.5K0.01%−57−10.1%Reduced
Central Trust Co550$53.4K0.00%00.0%Unchanged
Princeton Global Asset Management LLC600$58.2K0.01%00.0%Unchanged
First Horizon Advisors, Inc.612$59.4K0.00%+358+140.9%Added
Montag & Caldwell, LLC617$59.9K0.01%+617New
Massmutual Trust Co FSB680$66.0K0.00%+219+47.5%Added
Olistico Wealth, LLC700$67.9K0.04%00.0%Unchanged
Tacita Capital Inc737$71.4K0.05%00.0%Unchanged
DHJJ Financial Advisors, Ltd.736$71.4K0.03%−67−8.3%Reduced
Ridgewood Investments LLC772$74.9K0.04%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.788$76.4K0.01%+788New
Bray Capital Advisors800$77.6K0.02%00.0%Unchanged
Private Trust Co NA858$83.3K0.01%+610+246.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.864$83.8K0.02%−107−11.0%Reduced
Caldwell Sutter Capital, Inc.879$85.3K0.04%+27+3.2%Added
Whittier Trust Co900$87.3K0.00%−192−17.6%Reduced
Trust Co of Vermont901$87.4K0.00%−2,717−75.1%Reduced
Blue Bell Private Wealth Management, LLC960$93.2K0.02%00.0%Unchanged
Principal Securities, Inc.969$94.0K0.00%+624+180.9%Added
Iron Horse Wealth Management, LLC980$95.1K0.03%00.0%Unchanged
Tompkins Financial Corp1,000$97.0K0.01%00.0%Unchanged
Washington Trust Co1,000$97.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,045$101.4K0.00%+661+172.1%Added
Hexagon Capital Partners LLC1,047$101.6K0.02%+273+35.3%Added
Rhumbline Advisers1,049$101.8K0.00%+146+16.2%Added