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 |
|---|---|---|---|---|---|
| Stephens Inc | 3,296 | $319.9K | 0.00% | +3,296 | New |
| Vantage Financial Partners, LLC | 3,321 | $322.3K | 0.08% | +5+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 3,351 | $325.2K | 0.02% | +3,351 | New |
| Five Oceans Advisors | 3,366 | $326.7K | 0.15% | +3,366 | New |
| Integrated Wealth Concepts LLC | 3,399 | $329.9K | 0.00% | −179−5.0% | Reduced |
| Keudell/Morrison Wealth Management | 3,461 | $335.9K | 0.09% | +3,461 | New |
| Puzo Michael J | 3,500 | $339.7K | 0.09% | 00.0% | Unchanged |
| MAI Capital Management | 3,542 | $343.8K | 0.00% | +3,542 | New |
| Bleakley Financial Group, LLC | 3,553 | $344.8K | 0.01% | +3,553 | New |
| Jamison Private Wealth Management, Inc. | 3,558 | $345.3K | 0.05% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,601 | $349.5K | 0.00% | +337+10.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,675 | $357.1K | 0.00% | +3,675 | New |
| PDS Planning, Inc | 3,747 | $363.6K | 0.03% | +305+8.9% | Added |
| AE Wealth Management LLC | 3,755 | $364.4K | 0.00% | +3,755 | New |
| Quilter Plc | 3,770 | $365.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,840 | $372.7K | 0.00% | +1,856+93.5% | Added |
| Nexus Investment Management ULC | 3,854 | $373.3K | 0.04% | −12,390−76.3% | Reduced |
| Nwam LLC | 3,876 | $376.2K | 0.02% | −577−13.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 3,910 | $379.5K | 0.05% | −671−14.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,912 | $379.6K | 0.08% | +1,636+71.9% | Added |
| Thrivent Financial for Lutherans | 4,045 | $380.0K | 0.00% | +378+10.3% | Added |
| Cary Street Partners Financial LLC | 3,919 | $380.3K | 0.01% | +3,919 | New |
| Watershed Private Wealth LLC | 4,000 | $388.2K | 0.15% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,020 | $390.2K | 0.01% | +884+28.2% | Added |
| Jain Global LLC | 4,058 | $393.8K | 0.01% | +4,058 | New |
| Commerce Bank | 4,059 | $393.9K | 0.00% | +63+1.6% | Added |
| Chiron Capital Management, LLC | 4,161 | $403.8K | 0.38% | −2,897−41.0% | Reduced |
| State of Wyoming | 4,225 | $410.0K | 0.05% | +4,225 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 4,275 | $414.9K | 0.25% | +4,275 | New |
| Boltwood Capital Management | 4,300 | $417.3K | 0.13% | +175+4.2% | Added |
| David R. Rahn & Associates Inc. | 4,350 | $422.2K | 0.14% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,360 | $423.1K | 0.07% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 4,406 | $427.6K | 0.01% | +4,406 | New |
| Silverlake Wealth Management LLC | 4,443 | $431.2K | 0.17% | +5+0.1% | Added |
| Camden Capital, LLC | 4,467 | $433.5K | 0.05% | +538+13.7% | Added |
| Park Avenue Securities LLC | 4,476 | $434.0K | 0.00% | +4,476 | New |
| Rowland & Co Investment Counsel | 4,476 | $434.4K | 0.09% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,480 | $434.8K | 0.01% | +4,480 | New |
| Ellenbecker Investment Group | 4,505 | $437.3K | 0.08% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,508 | $437.5K | 0.33% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,516 | $438.3K | 0.00% | +4,516 | New |
| KLCM Advisors, Inc. | 4,538 | $440.4K | 0.05% | +387+9.3% | Added |
| Oppenheimer & Co Inc | 4,597 | $446.1K | 0.01% | −65−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,618 | $448.2K | 0.00% | +1,703+58.4% | Added |
| Sand Hill Global Advisors, LLC | 4,702 | $456.3K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 4,761 | $462.1K | 0.00% | −1,162−19.6% | Reduced |
| Prudential Financial Inc | 4,770 | $462.9K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,864 | $472.1K | 0.04% | −85−1.7% | Reduced |
| Financial Counselors Inc | 4,885 | $474.1K | 0.01% | −30−0.6% | Reduced |
| Crescent Grove Advisors, LLC | 4,949 | $480.3K | 0.05% | −1,506−23.3% | Reduced |
| Intrua Financial, LLC | 4,951 | $480.5K | 0.08% | +311+6.7% | Added |
| Pensionmark Financial Group, LLC | 4,963 | $481.7K | 0.01% | +1,206+32.1% | Added |
| Danske Bank A/S | 5,090 | $493.7K | 0.00% | +5,090 | New |
| Tower Research Capital LLC (TRC) | 5,114 | $496.4K | 0.01% | −405−7.3% | Reduced |
| Natixis | 5,132 | $498.1K | 0.00% | +4,930+2,440.6% | Added |
| Passumpsic Savings Bank | 5,155 | $500.3K | 0.31% | +13+0.3% | Added |
| Boston Private Wealth LLC | 5,176 | $502.3K | 0.01% | +5,176 | New |
| Susquehanna International Group, LLP | 5,279 | $512.3K | 0.00% | +2,278+75.9% | Added |
| Squarepoint Ops LLC | 5,454 | $529.3K | 0.00% | +1,892+53.1% | Added |
| HighPoint Advisor Group LLC | 5,376 | $534.6K | 0.03% | +278+5.5% | Added |
| Prudential PLC | 5,514 | $534.6K | 0.00% | −2,088−27.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,548 | $538.4K | 0.04% | −9,127−62.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,610 | $544.5K | 0.13% | −2,429−30.2% | Reduced |
| Pacifica Partners Inc. | 5,660 | $548.4K | 0.24% | −320−5.4% | Reduced |
| Evergreen Capital Management LLC | 5,836 | $566.4K | 0.02% | +973+20.0% | Added |
| XTX Topco Ltd | 5,888 | $571.4K | 0.05% | +54+0.9% | Added |
| Busey Wealth Management | 6,000 | $582.3K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,062 | $588.3K | 0.03% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 6,076 | $589.7K | 0.11% | +6,076 | New |
| Midland Wealth Advisors LLC | 6,200 | $601.7K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 6,211 | $602.8K | 0.01% | +10.0% | Added |
| Pacer Advisors, Inc. | 6,267 | $608.2K | 0.00% | +16+0.3% | Added |
| Mercer Global Advisors Inc | 6,300 | $611.4K | 0.00% | +6,300 | New |
| Harbour Trust & Investment Management Co | 6,340 | $615.3K | 0.07% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,355 | $616.8K | 0.01% | +125+2.0% | Added |
| Syon Capital LLC | 6,478 | $628.7K | 0.06% | +567+9.6% | Added |
| Kestra Advisory Services, LLC | 6,580 | $638.6K | 0.00% | +410+6.6% | Added |
| Benjamin Edwards Inc | 6,645 | $644.9K | 0.01% | +2,684+67.8% | Added |
| Ti-Trust, Inc | 6,692 | $649.5K | 0.44% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,709 | $651.1K | 0.03% | +2,801+71.7% | Added |
| Avantax Advisory Services, Inc. | 6,746 | $654.7K | 0.00% | +1,591+30.9% | Added |
| Mairs & Power Inc | 6,846 | $664.4K | 0.01% | −1,000−12.7% | Reduced |
| Harbour Investments, Inc. | 6,945 | $674.1K | 0.02% | +48+0.7% | Added |
| Entropy Technologies, LP | 7,030 | $682.3K | 0.07% | −22,744−76.4% | Reduced |
| Acadian Asset Management LLC | 7,242 | $701.0K | 0.00% | +1,400+24.0% | Added |
| Vaughan & Co Securities, Inc. | 7,390 | $717.2K | 0.43% | −57−0.8% | Reduced |
| Jefferies Financial Group Inc. | 7,492 | $727.1K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 7,527 | $730.5K | 0.00% | +4,147+122.7% | Added |
| David Loasby | 7,555 | $736.2K | 0.07% | +15+0.2% | Added |
| CIBC Private Wealth Group, LLC | 7,640 | $751.9K | 0.00% | +2,897+61.1% | Added |
| International Assets Investment Management, LLC | 740,236 | $759.7K | 0.06% | +740,236 | New |
| Jones Financial Companies LLLP | 7,833 | $760.2K | 0.00% | +3,502+80.9% | Added |
| Wealth Alliance | 8,004 | $776.8K | 0.09% | +8,004 | New |
| Tiaa Trust, National Association | 8,032 | $779.5K | 0.00% | +8,032 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,141 | $782.3K | 0.01% | +8,141 | New |
| Blair William & Co | 8,105 | $786.6K | 0.00% | +19+0.2% | Added |
| Captrust Financial Advisors | 8,325 | $808.0K | 0.00% | +5,324+177.4% | Added |
| North Star Asset Management Inc | 8,422 | $817.4K | 0.04% | +100+1.2% | Added |
| Louisbourg Investments Inc. | 8,428 | $817.8K | 0.21% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 8,442 | $819.4K | 0.01% | −160−1.9% | Reduced |