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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 140,691 | $13.7M | 0.28% | −37,197−20.9% | Reduced |
| Qube Research & Technologies Ltd | 138,553 | $13.4M | 0.02% | +138,553 | New |
| Neuberger Berman Group LLC | 134,709 | $13.1M | 0.01% | +11,121+9.0% | Added |
| Capital Fund Management S.A. | 128,495 | $12.5M | 0.12% | +49,435+62.5% | Added |
| Investment Management Corp of Ontario | 122,783 | $11.9M | 0.39% | −2,807−2.2% | Reduced |
| AMF Pensionsforsakring AB | 114,887 | $11.2M | 0.08% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 113,519 | $11.0M | 0.04% | −14,300−11.2% | Reduced |
| USS Investment Management Ltd | 109,005 | $10.6M | 0.08% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 71,581 | $9.99M | 0.26% | +71,581 | New |
| Skandinaviska Enskilda Banken AB (publ) | 96,987 | $9.40M | 0.04% | +1,800+1.9% | Added |
| American Assets Investment Management, LLC | 96,000 | $9.32M | 0.76% | 00.0% | Unchanged |
| Truist Financial Corp | 91,654 | $8.89M | 0.01% | +73,216+397.1% | Added |
| Utah Retirement Systems | 81,172 | $7.88M | 0.09% | 00.0% | Unchanged |
| Intech Investment Management LLC | 80,210 | $7.78M | 0.08% | −26,886−25.1% | Reduced |
| Janus Henderson Group PLC | 76,763 | $7.45M | 0.00% | +5,600+7.9% | Added |
| St Germain D J Co Inc | 73,222 | $7.11M | 0.32% | −2,141−2.8% | Reduced |
| Public Sector Pension Investment Board | 70,018 | $6.79M | 0.03% | −25,413−26.6% | Reduced |
| Public Employees Retirement System of Ohio | 69,232 | $6.72M | 0.02% | +69,232 | New |
| Lorne Steinberg Wealth Management Inc. | 68,940 | $6.69M | 1.94% | −301−0.4% | Reduced |
| Swiss Life Asset Management Ltd | 65,697 | $6.36M | 0.05% | +58,449+806.4% | Added |
| Waratah Capital Advisors Ltd. | 64,983 | $6.31M | 0.35% | +64,983 | New |
| Citadel Advisors LLC | 64,262 | $6.24M | 0.01% | −367,674−85.1% | Reduced |
| Avanza Fonder AB | 42,332 | $5.91M | 0.18% | +42,332 | New |
| M&T Bank Corp | 59,465 | $5.77M | 0.02% | +1,842+3.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,397 | $5.76M | 0.01% | +8,865+17.5% | Added |
| Zions Bancorporation, N.A. | 59,377 | $5.76M | 0.36% | +59,200+33,446.3% | Added |
| Ameriprise Financial Inc | 51,920 | $5.72M | 0.00% | −8,794−14.5% | Reduced |
| Northwest Bancshares, Inc. | 56,719 | $5.50M | 1.02% | −6,774−10.7% | Reduced |
| Value Partners Investments Inc. | 56,254 | $5.46M | 3.08% | −704,270−92.6% | Reduced |
| Cetera Investment Advisers | 55,745 | $5.41M | 0.01% | +36,195+185.1% | Added |
| Commonwealth Equity Services, LLC | 55,674 | $5.40M | 0.01% | +988+1.8% | Added |
| Alliancebernstein L.P. | 54,531 | $5.29M | 0.00% | −270.0% | Reduced |
| Ossiam | 53,615 | $5.20M | 0.09% | −23,583−30.5% | Reduced |
| Dana Investment Advisors, Inc. | 53,208 | $5.16M | 0.17% | −135−0.3% | Reduced |
| Man Group plc | 52,757 | $5.12M | 0.02% | +18,075+52.1% | Added |
| Beacon Pointe Advisors, LLC | 52,159 | $5.06M | 0.06% | +415+0.8% | Added |
| Romano Brothers and Company | 51,933 | $5.04M | 0.64% | +400+0.8% | Added |
| Ensign Peak Advisors, Inc | 51,729 | $5.02M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 50,178 | $4.87M | 0.01% | +3,709+8.0% | Added |
| Assenagon Asset Management S.A. | 49,433 | $4.80M | 0.01% | −1,249−2.5% | Reduced |
| United Services Automobile Association | 23,798 | $4.77M | 0.16% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 46,418 | $4.50M | 0.01% | +260+0.6% | Added |
| Creative Planning | 46,000 | $4.46M | 0.00% | +11,769+34.4% | Added |
| NBT Bank N A | 45,836 | $4.45M | 0.31% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 44,409 | $4.31M | 0.01% | +44,409 | New |
| PCJ Investment Counsel Ltd. | 44,040 | $4.27M | 1.44% | +44,040 | New |
| Maryland State Retirement & Pension System | 43,093 | $4.18M | 0.09% | +210+0.5% | Added |
| Rathbone Brothers plc | 42,543 | $4.13M | 0.02% | −5,560−11.6% | Reduced |
| K.J. Harrison & Partners Inc | 39,738 | $3.85M | 0.60% | −353−0.9% | Reduced |
| AXA S.A. | 38,885 | $3.77M | 0.01% | −161,315−80.6% | Reduced |
| Twin Tree Management, LP | 38,300 | $3.72M | 0.09% | −11,795−23.5% | Reduced |
| Vertex Planning Partners, LLC | 37,990 | $3.69M | 0.81% | −6,938−15.4% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 25,741 | $3.59M | 1.24% | +25,741 | New |
| Baird Financial Group, Inc. | 36,857 | $3.58M | 0.01% | +291+0.8% | Added |
| Natixis Advisors, L.P. | 36,175 | $3.51M | 0.01% | +5,185+16.7% | Added |
| Pinnacle Associates Ltd | 33,600 | $3.26M | 0.04% | +13,100+63.9% | Added |
| MML Investors Services, LLC | 33,361 | $3.24M | 0.01% | +24,874+293.1% | Added |
| Union Bancaire Privee, UBP SA | 33,158 | $3.22M | 0.06% | +33,158 | New |
| Wolverine Trading, LLC | 30,994 | $3.00M | 0.07% | +11,501+59.0% | Added |
| Rodgers Brothers Inc. | 30,900 | $3.00M | 0.39% | +17,875+137.2% | Added |
| Harvest Portfolios Group Inc. | 30,688 | $2.98M | 0.10% | −1,124−3.5% | Reduced |
| Davenport & Co LLC | 28,981 | $2.81M | 0.02% | +28,981 | New |
| Silver Lake Advisory, LLC | 28,741 | $2.79M | 1.23% | −1,486−4.9% | Reduced |
| Metis Global Partners, LLC | 27,184 | $2.64M | 0.08% | +1,402+5.4% | Added |
| US Bancorp | 25,257 | $2.45M | 0.00% | +6,194+32.5% | Added |
| Janney Montgomery Scott LLC | 24,958 | $2.42M | 0.01% | +14,584+140.6% | Added |
| Advisor Group Holdings, Inc. | 24,816 | $2.41M | 0.01% | +603+2.5% | Added |
| The PNC Financial Services Group, Inc. | 24,321 | $2.36M | 0.00% | +14,658+151.7% | Added |
| Crossmark Global Holdings, Inc. | 24,130 | $2.34M | 0.04% | −2,773−10.3% | Reduced |
| Bessemer Group Inc | 24,111 | $2.34M | 0.00% | −769−3.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $2.30M | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 23,379 | $2.27M | 0.00% | +2,264+10.7% | Added |
| TD Private Client Wealth LLC | 22,782 | $2.21M | 0.06% | +22,782 | New |
| HighTower Advisors, LLC | 22,296 | $2.16M | 0.00% | +2,322+11.6% | Added |
| JustInvest LLC | 21,587 | $2.10M | 0.03% | +2,536+13.3% | Added |
| Private Advisor Group, LLC | 21,371 | $2.07M | 0.01% | +277+1.3% | Added |
| Gold Investment Management Ltd. | 21,148 | $2.05M | 0.87% | +243+1.2% | Added |
| Resources Management Corp | 20,140 | $1.96M | 0.27% | −284−1.4% | Reduced |
| UniSuper Management Pty Ltd | 14,000 | $1.95M | 0.01% | −3,500−20.0% | Reduced |
| Anson Funds Management LP | 20,000 | $1.94M | 0.24% | +20,000 | New |
| Envestnet Portfolio Solutions, Inc. | 19,612 | $1.90M | 0.01% | +19,612 | New |
| Credit Agricole S A | 18,781 | $1.82M | 0.01% | −126−0.7% | Reduced |
| Columbus Macro, LLC | 18,521 | $1.80M | 0.25% | +18,521 | New |
| Pinebridge Investments, L.P. | 12,813 | $1.79M | 0.01% | −1,674−11.6% | Reduced |
| Naples Global Advisors, LLC | 18,215 | $1.77M | 0.17% | +4,165+29.6% | Added |
| Employees Provident Fund Board | 18,200 | $1.77M | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 17,941 | $1.74M | 0.06% | −15−0.1% | Reduced |
| Algert Global LLC | 17,509 | $1.70M | 0.04% | +884+5.3% | Added |
| Principal Financial Group Inc | 17,300 | $1.68M | 0.00% | −300−1.7% | Reduced |
| Gries Financial LLC | 16,512 | $1.60M | 0.28% | −40.0% | Reduced |
| Wetherby Asset Management Inc | 16,440 | $1.60M | 0.08% | +82+0.5% | Added |
| Quantinno Capital Management LP | 16,215 | $1.57M | 0.02% | +7,093+77.8% | Added |
| Atria Investments LLC | 15,948 | $1.55M | 0.02% | +15,948 | New |
| Turn8 Private Wealth Inc. | 10,905 | $1.52M | 1.08% | +10,905 | New |
| Fulton Bank, N.A. | 14,497 | $1.41M | 0.05% | +14,497 | New |
| Ritholtz Wealth Management | 14,472 | $1.40M | 0.04% | +2,797+24.0% | Added |
| Spartan Fund Management Inc. | 14,200 | $1.38M | 4.60% | +14,200 | New |
| Cumberland Partners Ltd | 13,902 | $1.35M | 0.09% | +3,319+31.4% | Added |
| Curbstone Financial Management Corp | 13,834 | $1.34M | 0.28% | 00.0% | Unchanged |
| Shell Asset Management Co | 13,691 | $1.33M | 0.06% | +1,000+7.9% | Added |