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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 8,443 | $819.4K | 0.01% | +3,672+77.0% | Added |
| Orion Portfolio Solutions, LLC | 8,443 | $819.4K | 0.01% | +3,672+77.0% | Added |
| Ashton Thomas Private Wealth, LLC | 8,641 | $838.6K | 0.03% | +918+11.9% | Added |
| Journey Strategic Wealth LLC | 8,720 | $846.3K | 0.03% | +53+0.6% | Added |
| Independent Advisor Alliance | 8,970 | $870.6K | 0.01% | +649+7.8% | Added |
| First American Bank | 9,360 | $908.4K | 0.06% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 9,391 | $911.4K | 0.11% | −383−3.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $922.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 9,591 | $930.8K | 0.01% | −1,155−10.7% | Reduced |
| Verdence Capital Advisors LLC | 9,640 | $935.6K | 0.08% | +9,640 | New |
| Capital World Investors | 9,749 | $946.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,766 | $947.0K | 0.05% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,778 | $949.0K | 0.02% | −1,515−13.4% | Reduced |
| Berger Financial Group, Inc | 9,827 | $953.7K | 0.07% | −145−1.5% | Reduced |
| Vise Technologies, Inc. | 10,320 | $1.00M | 0.08% | +1,715+19.9% | Added |
| Cerity Partners LLC | 10,916 | $1.03M | 0.00% | −23−0.2% | Reduced |
| Ignite Planners, LLC | 10,780 | $1.04M | 0.23% | +317+3.0% | Added |
| Signaturefd, LLC | 10,829 | $1.05M | 0.02% | +1,935+21.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,855 | $1.05M | 0.00% | −896−7.6% | Reduced |
| Raleigh Capital Management Inc. | 10,872 | $1.06M | 0.41% | +10,872 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,080 | $1.07M | 0.03% | +11,080 | New |
| Keybank National Association | 11,327 | $1.10M | 0.00% | −2,212−16.3% | Reduced |
| Texas Yale Capital Corp. | 11,418 | $1.11M | 0.04% | −420−3.5% | Reduced |
| Umb Bank N A | 11,508 | $1.12M | 0.02% | −5,125−30.8% | Reduced |
| State Street Corp | 11,531 | $1.12M | 0.00% | +2,619+29.4% | Added |
| First Bank & Trust | 11,598 | $1.13M | 0.22% | +11,598 | New |
| Pathstone Holdings, LLC | 11,753 | $1.14M | 0.01% | +204+1.8% | Added |
| Candriam Luxembourg S.C.A. | 12,007 | $1.17M | 0.01% | +3,769+45.8% | Added |
| SIG North Trading, ULC | 12,368 | $1.20M | 0.27% | −94,302−88.4% | Reduced |
| Associated Banc-Corp | 12,480 | $1.21M | 0.04% | −690−5.2% | Reduced |
| Probity Advisors, Inc. | 12,650 | $1.23M | 0.24% | −226−1.8% | Reduced |
| Graham Capital Management, L.P. | 12,742 | $1.24M | 0.04% | −12,840−50.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,832 | $1.25M | 0.00% | +1,419+12.4% | Added |
| IFG Advisory, LLC | 12,858 | $1.25M | 0.07% | −456−3.4% | Reduced |
| Assetmark, Inc | 13,162 | $1.28M | 0.00% | +13,047+11,345.2% | Added |
| Cigna Investments Inc | 13,506 | $1.31M | 0.23% | +11+0.1% | Added |
| Shell Asset Management Co | 13,691 | $1.33M | 0.06% | +1,000+7.9% | Added |
| Curbstone Financial Management Corp | 13,834 | $1.34M | 0.28% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 13,902 | $1.35M | 0.09% | +3,319+31.4% | Added |
| Spartan Fund Management Inc. | 14,200 | $1.38M | 4.60% | +14,200 | New |
| Ritholtz Wealth Management | 14,472 | $1.40M | 0.04% | +2,797+24.0% | Added |
| Fulton Bank, N.A. | 14,497 | $1.41M | 0.05% | +14,497 | New |
| Turn8 Private Wealth Inc. | 10,905 | $1.52M | 1.08% | +10,905 | New |
| Atria Investments LLC | 15,948 | $1.55M | 0.02% | +15,948 | New |
| Quantinno Capital Management LP | 16,215 | $1.57M | 0.02% | +7,093+77.8% | Added |
| Wetherby Asset Management Inc | 16,440 | $1.60M | 0.08% | +82+0.5% | Added |
| Gries Financial LLC | 16,512 | $1.60M | 0.28% | −40.0% | Reduced |
| Principal Financial Group Inc | 17,300 | $1.68M | 0.00% | −300−1.7% | Reduced |
| Algert Global LLC | 17,509 | $1.70M | 0.04% | +884+5.3% | Added |
| NorthRock Partners, LLC | 17,941 | $1.74M | 0.06% | −15−0.1% | Reduced |
| Employees Provident Fund Board | 18,200 | $1.77M | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 18,215 | $1.77M | 0.17% | +4,165+29.6% | Added |
| Pinebridge Investments, L.P. | 12,813 | $1.79M | 0.01% | −1,674−11.6% | Reduced |
| Columbus Macro, LLC | 18,521 | $1.80M | 0.25% | +18,521 | New |
| Credit Agricole S A | 18,781 | $1.82M | 0.01% | −126−0.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,612 | $1.90M | 0.01% | +19,612 | New |
| Anson Funds Management LP | 20,000 | $1.94M | 0.24% | +20,000 | New |
| UniSuper Management Pty Ltd | 14,000 | $1.95M | 0.01% | −3,500−20.0% | Reduced |
| Resources Management Corp | 20,140 | $1.96M | 0.27% | −284−1.4% | Reduced |
| Gold Investment Management Ltd. | 21,148 | $2.05M | 0.87% | +243+1.2% | Added |
| Private Advisor Group, LLC | 21,371 | $2.07M | 0.01% | +277+1.3% | Added |
| JustInvest LLC | 21,587 | $2.10M | 0.03% | +2,536+13.3% | Added |
| HighTower Advisors, LLC | 22,296 | $2.16M | 0.00% | +2,322+11.6% | Added |
| TD Private Client Wealth LLC | 22,782 | $2.21M | 0.06% | +22,782 | New |
| CI Private Wealth, LLC | 23,379 | $2.27M | 0.00% | +2,264+10.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $2.30M | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 24,111 | $2.34M | 0.00% | −769−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 24,130 | $2.34M | 0.04% | −2,773−10.3% | Reduced |
| The PNC Financial Services Group, Inc. | 24,321 | $2.36M | 0.00% | +14,658+151.7% | Added |
| Advisor Group Holdings, Inc. | 24,816 | $2.41M | 0.01% | +603+2.5% | Added |
| Janney Montgomery Scott LLC | 24,958 | $2.42M | 0.01% | +14,584+140.6% | Added |
| US Bancorp | 25,257 | $2.45M | 0.00% | +6,194+32.5% | Added |
| Metis Global Partners, LLC | 27,184 | $2.64M | 0.08% | +1,402+5.4% | Added |
| Silver Lake Advisory, LLC | 28,741 | $2.79M | 1.23% | −1,486−4.9% | Reduced |
| Davenport & Co LLC | 28,981 | $2.81M | 0.02% | +28,981 | New |
| Harvest Portfolios Group Inc. | 30,688 | $2.98M | 0.10% | −1,124−3.5% | Reduced |
| Rodgers Brothers Inc. | 30,900 | $3.00M | 0.39% | +17,875+137.2% | Added |
| Wolverine Trading, LLC | 30,994 | $3.00M | 0.07% | +11,501+59.0% | Added |
| Union Bancaire Privee, UBP SA | 33,158 | $3.22M | 0.06% | +33,158 | New |
| MML Investors Services, LLC | 33,361 | $3.24M | 0.01% | +24,874+293.1% | Added |
| Pinnacle Associates Ltd | 33,600 | $3.26M | 0.04% | +13,100+63.9% | Added |
| Natixis Advisors, L.P. | 36,175 | $3.51M | 0.01% | +5,185+16.7% | Added |
| Baird Financial Group, Inc. | 36,857 | $3.58M | 0.01% | +291+0.8% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 25,741 | $3.59M | 1.24% | +25,741 | New |
| Vertex Planning Partners, LLC | 37,990 | $3.69M | 0.81% | −6,938−15.4% | Reduced |
| Twin Tree Management, LP | 38,300 | $3.72M | 0.09% | −11,795−23.5% | Reduced |
| AXA S.A. | 38,885 | $3.77M | 0.01% | −161,315−80.6% | Reduced |
| K.J. Harrison & Partners Inc | 39,738 | $3.85M | 0.60% | −353−0.9% | Reduced |
| Rathbone Brothers plc | 42,543 | $4.13M | 0.02% | −5,560−11.6% | Reduced |
| Maryland State Retirement & Pension System | 43,093 | $4.18M | 0.09% | +210+0.5% | Added |
| PCJ Investment Counsel Ltd. | 44,040 | $4.27M | 1.44% | +44,040 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 44,409 | $4.31M | 0.01% | +44,409 | New |
| NBT Bank N A | 45,836 | $4.45M | 0.31% | 00.0% | Unchanged |
| Creative Planning | 46,000 | $4.46M | 0.00% | +11,769+34.4% | Added |
| Allianz Asset Management GmbH | 46,418 | $4.50M | 0.01% | +260+0.6% | Added |
| United Services Automobile Association | 23,798 | $4.77M | 0.16% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 49,433 | $4.80M | 0.01% | −1,249−2.5% | Reduced |
| Mariner, LLC | 50,178 | $4.87M | 0.01% | +3,709+8.0% | Added |
| Ensign Peak Advisors, Inc | 51,729 | $5.02M | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 51,933 | $5.04M | 0.64% | +400+0.8% | Added |