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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 1,051 | $102.0K | 0.00% | +551+110.2% | Added |
| Mather Group, LLC. | 1,055 | $102.4K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,058 | $103.0K | 0.03% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1,086 | $105.8K | 0.09% | +1,086 | New |
| GeoWealth Management, LLC | 1,155 | $112.1K | 0.00% | +1,101+2,038.9% | Added |
| Farther Finance Advisors, LLC | 1,177 | $114.2K | 0.00% | +74+6.7% | Added |
| Compass Wealth Management LLC | 1,240 | $120.3K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,330 | $129.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,333 | $129.4K | 0.01% | −6−0.4% | Reduced |
| Cyrus J. Lawrence, LLC | 1,400 | $135.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $135.9K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,595 | $137.0K | 0.01% | +1,317+473.7% | Added |
| Studio Investment Management LLC | 1,488 | $144.4K | 0.03% | −180−10.8% | Reduced |
| SBI Securities Co., Ltd. | 1,490 | $144.6K | 0.00% | +1,490 | New |
| Gulf International Bank (UK) Ltd | 1,499 | $145.0K | 0.00% | −622−29.3% | Reduced |
| Caldwell Trust Co | 1,500 | $145.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,514 | $146.9K | 0.01% | −33−2.1% | Reduced |
| GAMMA Investing LLC | 1,570 | $152.4K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,624 | $157.5K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,700 | $165.0K | 0.13% | +1,700 | New |
| Cromwell Holdings LLC | 1,739 | $168.8K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 1,707 | $170.9K | 0.00% | +369+27.6% | Added |
| Geneos Wealth Management Inc. | 1,970 | $191.2K | 0.01% | +1,970 | New |
| Oarsman Capital, Inc. | 1,998 | $193.9K | 0.03% | −120−5.7% | Reduced |
| Investors Research Corp | 2,037 | $197.7K | 0.04% | −120−5.6% | Reduced |
| SNS Financial Group, LLC | 2,065 | $200.4K | 0.02% | +2,065 | New |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $201.4K | 0.05% | +2,075 | New |
| Avant Financial Advisors LLC | 2,080 | $201.9K | 0.19% | +2,080 | New |
| Ausdal Financial Partners, Inc. | 2,095 | $203.3K | 0.02% | +2,095 | New |
| First Affirmative Financial Network | 2,096 | $203.4K | 0.12% | −390−15.7% | Reduced |
| Firestone Capital Management | 2,100 | $203.8K | 0.05% | +2,100 | New |
| FDx Advisors, Inc. | 2,099 | $204.0K | 0.06% | +2,099 | New |
| Triasima Portfolio Management inc. | 2,115 | $205.2K | 0.04% | +2,115 | New |
| RSM US Wealth Management LLC | 2,128 | $206.4K | 0.00% | +2,128 | New |
| Schechter Investment Advisors, LLC | 2,182 | $211.7K | 0.02% | +2,182 | New |
| Total Clarity Wealth Management, Inc. | 2,185 | $212.1K | 0.07% | −92−4.0% | Reduced |
| Cobblestone Capital Advisors LLC | 2,200 | $213.5K | 0.01% | +2,200 | New |
| Bogart Wealth, LLC | 2,202 | $213.7K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 2,229 | $216.3K | 0.02% | +2,229 | New |
| Annex Advisory Services, LLC | 2,232 | $216.6K | 0.01% | −578−20.6% | Reduced |
| 180 Wealth Advisors, LLC | 2,236 | $217.0K | 0.03% | −206−8.4% | Reduced |
| RMB Capital Management, LLC | 2,264 | $219.7K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,269 | $220.2K | 0.02% | +2,269 | New |
| West Family Investments, Inc. | 2,277 | $221.0K | 0.08% | −97−4.1% | Reduced |
| Operose Advisors LLC | 2,293 | $222.5K | 0.08% | −1,193−34.2% | Reduced |
| Townsend & Associates, Inc | 2,225 | $222.9K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,300 | $223.2K | 0.04% | −375−14.0% | Reduced |
| Wrapmanager Inc | 2,310 | $224.2K | 0.06% | +2,310 | New |
| TownSquare Capital, LLC | 2,310 | $224.2K | 0.00% | +2,310 | New |
| Park National Corp | 2,325 | $225.6K | 0.01% | −60−2.5% | Reduced |
| Patten & Patten Inc | 2,328 | $225.9K | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,336 | $226.7K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 2,342 | $227.3K | 0.00% | +2,342 | New |
| Mesirow Financial Investment Management, Inc. | 2,363 | $229.3K | 0.00% | +2,363 | New |
| North Star Investment Management Corp. | 2,389 | $231.9K | 0.02% | −2−0.1% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 2,444 | $237.1K | 0.01% | +28+1.2% | Added |
| Perfromance Wealth Partners, LLC | 2,500 | $242.6K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,516 | $244.2K | 0.02% | +2,516 | New |
| CVA Family Office, LLC | 2,525 | $245.1K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 2,558 | $248.3K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 2,578 | $250.2K | 0.00% | +2,578 | New |
| Doliver Advisors, LP | 2,597 | $252.0K | 0.07% | −44−1.7% | Reduced |
| Hilltop Holdings Inc. | 2,603 | $252.6K | 0.02% | +2,603 | New |
| Fielder Capital Group LLC | 2,643 | $256.5K | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,651 | $257.3K | 0.01% | +38+1.5% | Added |
| Archetype Wealth Partners | 2,672 | $259.0K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,701 | $260.0K | 0.13% | +2,701 | New |
| Evelyn Partners Investment Management LLP | 2,700 | $261.9K | 0.01% | +2,700 | New |
| United Capital Financial Advisers, LLC | 2,715 | $263.5K | 0.00% | −23−0.8% | Reduced |
| Terry L. Blaker | 2,716 | $263.6K | 0.01% | +2,716 | New |
| Lindbrook Capital, LLC | 2,745 | $266.4K | 0.02% | +155+6.0% | Added |
| Thompson Investment Management, Inc. | 2,758 | $267.7K | 0.04% | −230−7.7% | Reduced |
| Smith, Moore & Co. | 2,758 | $267.7K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 2,792 | $271.0K | 0.01% | +2,792 | New |
| Cozad Asset Management Inc | 2,797 | $271.4K | 0.03% | −107−3.7% | Reduced |
| Parallel Advisors, LLC | 2,802 | $272.0K | 0.01% | +208+8.0% | Added |
| Park Place Capital Corp | 2,824 | $274.1K | 0.08% | +2,824 | New |
| Magnus Financial Group LLC | 2,857 | $277.3K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,865 | $278.0K | 0.01% | +125+4.6% | Added |
| Davis-Rea Ltd. | 2,925 | $283.3K | 0.14% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,920 | $283.4K | 0.09% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,936 | $284.9K | 0.00% | +2,936 | New |
| Wedbush Securities Inc | 2,991 | $290.0K | 0.01% | −95−3.1% | Reduced |
| WoodTrust Financial Corp | 2,988 | $290.0K | 0.04% | +274+10.1% | Added |
| Cherokee Insurance Co | 3,005 | $291.6K | 0.13% | +3,005 | New |
| Lantz Financial LLC | 3,020 | $293.1K | 0.08% | +3,020 | New |
| Diversified Trust Co | 3,025 | $293.6K | 0.01% | +6+0.2% | Added |
| Prospera Financial Services Inc | 3,035 | $294.5K | 0.01% | −118−3.7% | Reduced |
| Savant Capital, LLC | 3,037 | $294.7K | 0.00% | −1,702−35.9% | Reduced |
| Snowden Capital Advisors LLC | 3,040 | $295.0K | 0.01% | +3,040 | New |
| AQR Capital Management LLC | 3,069 | $297.8K | 0.00% | +3,069 | New |
| Brown Brothers Harriman & Co | 3,079 | $298.8K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,094 | $300.3K | 0.04% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3,108 | $301.6K | 0.28% | +3,108 | New |
| Baskin Financial Services Inc. | 3,172 | $308.0K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 3,185 | $309.2K | 0.01% | +139+4.6% | Added |
| CWM, LLC | 3,219 | $312.0K | 0.00% | +1,901+144.2% | Added |
| FineMark National Bank & Trust | 3,240 | $314.4K | 0.01% | −5,681−63.7% | Reduced |
| Ballentine Partners, LLC | 3,242 | $314.6K | 0.01% | +319+10.9% | Added |
| Brighton Jones LLC | 3,271 | $317.5K | 0.01% | −116−3.4% | Reduced |