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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 52,159 | $5.06M | 0.06% | +415+0.8% | Added |
| Man Group plc | 52,757 | $5.12M | 0.02% | +18,075+52.1% | Added |
| Dana Investment Advisors, Inc. | 53,208 | $5.16M | 0.17% | −135−0.3% | Reduced |
| Ossiam | 53,615 | $5.20M | 0.09% | −23,583−30.5% | Reduced |
| Alliancebernstein L.P. | 54,531 | $5.29M | 0.00% | −270.0% | Reduced |
| Commonwealth Equity Services, LLC | 55,674 | $5.40M | 0.01% | +988+1.8% | Added |
| Cetera Investment Advisers | 55,745 | $5.41M | 0.01% | +36,195+185.1% | Added |
| Value Partners Investments Inc. | 56,254 | $5.46M | 3.08% | −704,270−92.6% | Reduced |
| Northwest Bancshares, Inc. | 56,719 | $5.50M | 1.02% | −6,774−10.7% | Reduced |
| Ameriprise Financial Inc | 51,920 | $5.72M | 0.00% | −8,794−14.5% | Reduced |
| Zions Bancorporation, N.A. | 59,377 | $5.76M | 0.36% | +59,200+33,446.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,397 | $5.76M | 0.01% | +8,865+17.5% | Added |
| M&T Bank Corp | 59,465 | $5.77M | 0.02% | +1,842+3.2% | Added |
| Avanza Fonder AB | 42,332 | $5.91M | 0.18% | +42,332 | New |
| Citadel Advisors LLC | 64,262 | $6.24M | 0.01% | −367,674−85.1% | Reduced |
| Waratah Capital Advisors Ltd. | 64,983 | $6.31M | 0.35% | +64,983 | New |
| Swiss Life Asset Management Ltd | 65,697 | $6.36M | 0.05% | +58,449+806.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 68,940 | $6.69M | 1.94% | −301−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 69,232 | $6.72M | 0.02% | +69,232 | New |
| Public Sector Pension Investment Board | 70,018 | $6.79M | 0.03% | −25,413−26.6% | Reduced |
| St Germain D J Co Inc | 73,222 | $7.11M | 0.32% | −2,141−2.8% | Reduced |
| Janus Henderson Group PLC | 76,763 | $7.45M | 0.00% | +5,600+7.9% | Added |
| Intech Investment Management LLC | 80,210 | $7.78M | 0.08% | −26,886−25.1% | Reduced |
| Utah Retirement Systems | 81,172 | $7.88M | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 91,654 | $8.89M | 0.01% | +73,216+397.1% | Added |
| American Assets Investment Management, LLC | 96,000 | $9.32M | 0.76% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 96,987 | $9.40M | 0.04% | +1,800+1.9% | Added |
| Generali Asset Management SPA SGR | 71,581 | $9.99M | 0.26% | +71,581 | New |
| USS Investment Management Ltd | 109,005 | $10.6M | 0.08% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 113,519 | $11.0M | 0.04% | −14,300−11.2% | Reduced |
| AMF Pensionsforsakring AB | 114,887 | $11.2M | 0.08% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 122,783 | $11.9M | 0.39% | −2,807−2.2% | Reduced |
| Capital Fund Management S.A. | 128,495 | $12.5M | 0.12% | +49,435+62.5% | Added |
| Neuberger Berman Group LLC | 134,709 | $13.1M | 0.01% | +11,121+9.0% | Added |
| Qube Research & Technologies Ltd | 138,553 | $13.4M | 0.02% | +138,553 | New |
| Pinnacle Financial Partners Inc | 140,691 | $13.7M | 0.28% | −37,197−20.9% | Reduced |
| DekaBank Deutsche Girozentrale | 144,747 | $13.9M | 0.03% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 144,108 | $14.0M | 0.38% | +28,243+24.4% | Added |
| O'Shaughnessy Asset Management, LLC | 153,570 | $14.9M | 0.13% | +10,024+7.0% | Added |
| Mn Services Vermogensbeheer B.V. | 157,500 | $15.3M | 0.10% | +2,400+1.5% | Added |
| Burgundy Asset Management Ltd. | 160,000 | $15.5M | 0.16% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 161,418 | $15.7M | 0.09% | +161,418 | New |
| Wellington Management Group LLP | 162,503 | $15.8M | 0.00% | +36,931+29.4% | Added |
| Varma Mutual Pension Insurance Co | 162,729 | $15.8M | 0.12% | −48,600−23.0% | Reduced |
| Two Sigma Advisers, LP | 163,398 | $15.9M | 0.04% | +69,500+74.0% | Added |
| Forsta Ap-Fonden | 173,000 | $16.8M | 0.12% | −8,600−4.7% | Reduced |
| Jane Street Group, LLC | 181,270 | $17.6M | 0.03% | +102,442+130.0% | Added |
| Dorchester Wealth Management Co | 183,463 | $17.7M | 3.52% | +788+0.4% | Added |
| American Century Companies Inc | 194,218 | $18.9M | 0.01% | +14,351+8.0% | Added |
| Van Eck Associates Corp | 195,213 | $18.9M | 0.02% | +4,958+2.6% | Added |
| Omers Administration Corp | 219,955 | $21.3M | 0.19% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 225,823 | $21.9M | 4.35% | +1,380+0.6% | Added |
| Stifel Financial Corp | 231,195 | $22.4M | 0.02% | +84,963+58.1% | Added |
| Cidel Asset Management Inc | 233,896 | $22.7M | 1.53% | −15,075−6.1% | Reduced |
| Russell Investments Group, Ltd. | 238,353 | $23.1M | 0.03% | +27,554+13.1% | Added |
| Canerector Inc | 125,000 | $23.9M | 11.59% | +125,000 | New |
| Millennium Management LLC | 268,224 | $26.0M | 0.02% | +192,257+253.1% | Added |
| Citigroup Inc | 271,694 | $26.4M | 0.03% | +106,546+64.5% | Added |
| UBS Group AG | 271,717 | $26.4M | 0.01% | −97,640−26.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 291,338 | $28.3M | 0.08% | +19,147+7.0% | Added |
| LPL Financial LLC | 324,268 | $31.5M | 0.01% | +238,193+276.7% | Added |
| Franklin Resources Inc | 334,333 | $32.4M | 0.01% | +7,823+2.4% | Added |
| Scheer, Rowlett & Associates Investment Management Ltd. | 356,924 | $34.6M | 2.53% | +142,854+66.7% | Added |
| Pictet Asset Management Holding SA | 380,900 | $37.0M | 0.04% | +61,076+19.1% | Added |
| Guardian Partners Inc. | 377,671 | $37.1M | 3.78% | +377,671 | New |
| APG Asset Management N.V. | 397,200 | $37.2M | 0.10% | +397,200 | New |
| Hillsdale Investment Management Inc. | 415,034 | $40.2M | 2.04% | +396,687+2,162.1% | Added |
| State of Tennessee, Treasury Department | 418,328 | $40.6M | 0.15% | +867+0.2% | Added |
| Aviva PLC | 439,079 | $42.5M | 0.11% | +95,848+27.9% | Added |
| First Trust Advisors LP | 447,435 | $43.4M | 0.04% | −85,146−16.0% | Reduced |
| Wells Fargo & Company | 452,086 | $43.9M | 0.01% | +372,977+471.5% | Added |
| British Columbia Investment Management Corp | 453,454 | $44.0M | 0.26% | −2,716,154−85.7% | Reduced |
| Envestnet Asset Management Inc | 460,720 | $44.7M | 0.01% | +400,558+665.8% | Added |
| HSBC Holdings PLC | 460,970 | $44.7M | 0.03% | +121,045+35.6% | Added |
| Korea Investment CORP | 478,191 | $46.4M | 0.11% | +12,052+2.6% | Added |
| Great West Life Assurance Co | 480,066 | $46.5M | 0.08% | −3,342−0.7% | Reduced |
| Raymond James Financial Inc | 498,232 | $48.4M | 0.02% | +498,232 | New |
| Bank of Nova Scotia Trust Co | 503,614 | $48.9M | 5.16% | +5,393+1.1% | Added |
| Two Sigma Investments, LP | 507,340 | $49.2M | 0.11% | −340,552−40.2% | Reduced |
| Northern Trust Corp | 537,809 | $52.2M | 0.01% | +228,983+74.1% | Added |
| BlackRock, Inc. | 601,456 | $58.4M | 0.00% | +40,341+7.2% | Added |
| Voloridge Investment Management, LLC | 656,919 | $63.8M | 0.23% | −84,553−11.4% | Reduced |
| Bank of New York Mellon Corp | 708,767 | $68.8M | 0.01% | +40,135+6.0% | Added |
| Amundi | 738,167 | $72.7M | 0.03% | +166,062+29.0% | Added |
| Intact Investment Management Inc. | 797,460 | $77.4M | 2.70% | +209,251+35.6% | Added |
| Arrowstreet Capital, Limited Partnership | 817,796 | $79.3M | 0.06% | −659,039−44.6% | Reduced |
| D. E. Shaw & Co., Inc. | 882,705 | $85.6M | 0.09% | +458,504+108.1% | Added |
| UBS Asset Management Americas Inc | 935,625 | $90.8M | 0.02% | −3,718−0.4% | Reduced |
| Deutsche Bank AG | 1,016,659 | $98.7M | 0.04% | +76,720+8.2% | Added |
| Aviso Financial Inc. | 1,027,872 | $99.8M | 5.04% | +23,681+2.4% | Added |
| Agf Management Ltd | 980,773 | $105.9M | 0.53% | −614,936−38.5% | Reduced |
| Addenda Capital Inc. | 760,614 | $106.1M | 3.75% | +39,848+5.5% | Added |
| Invesco Ltd. | 1,094,053 | $106.2M | 0.02% | +288,529+35.8% | Added |
| MUFG Securities (Canada), Ltd. | 1,114,100 | $108.1M | 3.90% | +466,755+72.1% | Added |
| Federated Hermes, Inc. | 1,160,494 | $112.6M | 0.25% | +1,089,199+1,527.7% | Added |
| Cardinal Capital Management, Inc. | 1,286,702 | $124.6M | 4.24% | −11,925−0.9% | Reduced |
| Goldman Sachs Group Inc | 1,360,444 | $132.0M | 0.03% | −485,546−26.3% | Reduced |
| Newport Trust Co | 1,383,319 | $134.3M | 0.33% | −5,261−0.4% | Reduced |
| Alberta Investment Management Corp | 1,392,000 | $135.1M | 0.90% | +3,600+0.3% | Added |
| Clearbridge Investments, LLC | 1,465,507 | $143.1M | 0.12% | −30,392−2.0% | Reduced |