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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 13,506 | $1.31M | 0.23% | +11+0.1% | Added |
| Assetmark, Inc | 13,162 | $1.28M | 0.00% | +13,047+11,345.2% | Added |
| IFG Advisory, LLC | 12,858 | $1.25M | 0.07% | −456−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,832 | $1.25M | 0.00% | +1,419+12.4% | Added |
| Graham Capital Management, L.P. | 12,742 | $1.24M | 0.04% | −12,840−50.2% | Reduced |
| Probity Advisors, Inc. | 12,650 | $1.23M | 0.24% | −226−1.8% | Reduced |
| Associated Banc-Corp | 12,480 | $1.21M | 0.04% | −690−5.2% | Reduced |
| SIG North Trading, ULC | 12,368 | $1.20M | 0.27% | −94,302−88.4% | Reduced |
| Candriam Luxembourg S.C.A. | 12,007 | $1.17M | 0.01% | +3,769+45.8% | Added |
| Pathstone Holdings, LLC | 11,753 | $1.14M | 0.01% | +204+1.8% | Added |
| First Bank & Trust | 11,598 | $1.13M | 0.22% | +11,598 | New |
| State Street Corp | 11,531 | $1.12M | 0.00% | +2,619+29.4% | Added |
| Umb Bank N A | 11,508 | $1.12M | 0.02% | −5,125−30.8% | Reduced |
| Texas Yale Capital Corp. | 11,418 | $1.11M | 0.04% | −420−3.5% | Reduced |
| Keybank National Association | 11,327 | $1.10M | 0.00% | −2,212−16.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,080 | $1.07M | 0.03% | +11,080 | New |
| Raleigh Capital Management Inc. | 10,872 | $1.06M | 0.41% | +10,872 | New |
| Cambridge Investment Research Advisors, Inc. | 10,855 | $1.05M | 0.00% | −896−7.6% | Reduced |
| Signaturefd, LLC | 10,829 | $1.05M | 0.02% | +1,935+21.8% | Added |
| Ignite Planners, LLC | 10,780 | $1.04M | 0.23% | +317+3.0% | Added |
| Cerity Partners LLC | 10,916 | $1.03M | 0.00% | −23−0.2% | Reduced |
| Vise Technologies, Inc. | 10,320 | $1.00M | 0.08% | +1,715+19.9% | Added |
| Berger Financial Group, Inc | 9,827 | $953.7K | 0.07% | −145−1.5% | Reduced |
| Advisors Asset Management, Inc. | 9,778 | $949.0K | 0.02% | −1,515−13.4% | Reduced |
| Smithfield Trust Co | 9,766 | $947.0K | 0.05% | 00.0% | Unchanged |
| Capital World Investors | 9,749 | $946.4K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,640 | $935.6K | 0.08% | +9,640 | New |
| Yousif Capital Management, LLC | 9,591 | $930.8K | 0.01% | −1,155−10.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,500 | $922.0K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 9,391 | $911.4K | 0.11% | −383−3.9% | Reduced |
| First American Bank | 9,360 | $908.4K | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 8,970 | $870.6K | 0.01% | +649+7.8% | Added |
| Journey Strategic Wealth LLC | 8,720 | $846.3K | 0.03% | +53+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 8,641 | $838.6K | 0.03% | +918+11.9% | Added |
| 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 |
| D.A. Davidson & Co. | 8,442 | $819.4K | 0.01% | −160−1.9% | Reduced |
| Louisbourg Investments Inc. | 8,428 | $817.8K | 0.21% | 00.0% | Unchanged |
| North Star Asset Management Inc | 8,422 | $817.4K | 0.04% | +100+1.2% | Added |
| Captrust Financial Advisors | 8,325 | $808.0K | 0.00% | +5,324+177.4% | Added |
| Blair William & Co | 8,105 | $786.6K | 0.00% | +19+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,141 | $782.3K | 0.01% | +8,141 | New |
| Tiaa Trust, National Association | 8,032 | $779.5K | 0.00% | +8,032 | New |
| Wealth Alliance | 8,004 | $776.8K | 0.09% | +8,004 | New |
| Jones Financial Companies LLLP | 7,833 | $760.2K | 0.00% | +3,502+80.9% | Added |
| International Assets Investment Management, LLC | 740,236 | $759.7K | 0.06% | +740,236 | New |
| CIBC Private Wealth Group, LLC | 7,640 | $751.9K | 0.00% | +2,897+61.1% | Added |
| David Loasby | 7,555 | $736.2K | 0.07% | +15+0.2% | Added |
| Colony Group, LLC | 7,527 | $730.5K | 0.00% | +4,147+122.7% | Added |
| Jefferies Financial Group Inc. | 7,492 | $727.1K | 0.01% | 00.0% | Unchanged |
| Vaughan & Co Securities, Inc. | 7,390 | $717.2K | 0.43% | −57−0.8% | Reduced |
| Acadian Asset Management LLC | 7,242 | $701.0K | 0.00% | +1,400+24.0% | Added |
| Entropy Technologies, LP | 7,030 | $682.3K | 0.07% | −22,744−76.4% | Reduced |
| Harbour Investments, Inc. | 6,945 | $674.1K | 0.02% | +48+0.7% | Added |
| Mairs & Power Inc | 6,846 | $664.4K | 0.01% | −1,000−12.7% | Reduced |
| Avantax Advisory Services, Inc. | 6,746 | $654.7K | 0.00% | +1,591+30.9% | Added |
| Atomi Financial Group, Inc. | 6,709 | $651.1K | 0.03% | +2,801+71.7% | Added |
| Ti-Trust, Inc | 6,692 | $649.5K | 0.44% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,645 | $644.9K | 0.01% | +2,684+67.8% | Added |
| Kestra Advisory Services, LLC | 6,580 | $638.6K | 0.00% | +410+6.6% | Added |
| Syon Capital LLC | 6,478 | $628.7K | 0.06% | +567+9.6% | Added |
| Wealthspire Advisors, LLC | 6,355 | $616.8K | 0.01% | +125+2.0% | Added |
| Harbour Trust & Investment Management Co | 6,340 | $615.3K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,300 | $611.4K | 0.00% | +6,300 | New |
| Pacer Advisors, Inc. | 6,267 | $608.2K | 0.00% | +16+0.3% | Added |
| Great Valley Advisor Group, Inc. | 6,211 | $602.8K | 0.01% | +10.0% | Added |
| Midland Wealth Advisors LLC | 6,200 | $601.7K | 0.04% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 6,076 | $589.7K | 0.11% | +6,076 | New |
| Dorsey & Whitney Trust CO LLC | 6,062 | $588.3K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 6,000 | $582.3K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,888 | $571.4K | 0.05% | +54+0.9% | Added |
| Evergreen Capital Management LLC | 5,836 | $566.4K | 0.02% | +973+20.0% | Added |
| Pacifica Partners Inc. | 5,660 | $548.4K | 0.24% | −320−5.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,610 | $544.5K | 0.13% | −2,429−30.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,548 | $538.4K | 0.04% | −9,127−62.2% | Reduced |
| Prudential PLC | 5,514 | $534.6K | 0.00% | −2,088−27.5% | Reduced |
| HighPoint Advisor Group LLC | 5,376 | $534.6K | 0.03% | +278+5.5% | Added |
| Squarepoint Ops LLC | 5,454 | $529.3K | 0.00% | +1,892+53.1% | Added |
| Susquehanna International Group, LLP | 5,279 | $512.3K | 0.00% | +2,278+75.9% | Added |
| Boston Private Wealth LLC | 5,176 | $502.3K | 0.01% | +5,176 | New |
| Passumpsic Savings Bank | 5,155 | $500.3K | 0.31% | +13+0.3% | Added |
| Natixis | 5,132 | $498.1K | 0.00% | +4,930+2,440.6% | Added |
| Tower Research Capital LLC (TRC) | 5,114 | $496.4K | 0.01% | −405−7.3% | Reduced |
| Danske Bank A/S | 5,090 | $493.7K | 0.00% | +5,090 | New |
| Pensionmark Financial Group, LLC | 4,963 | $481.7K | 0.01% | +1,206+32.1% | Added |
| Intrua Financial, LLC | 4,951 | $480.5K | 0.08% | +311+6.7% | Added |
| Crescent Grove Advisors, LLC | 4,949 | $480.3K | 0.05% | −1,506−23.3% | Reduced |
| Financial Counselors Inc | 4,885 | $474.1K | 0.01% | −30−0.6% | Reduced |
| Tradition Wealth Management, LLC | 4,864 | $472.1K | 0.04% | −85−1.7% | Reduced |
| Prudential Financial Inc | 4,770 | $462.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,761 | $462.1K | 0.00% | −1,162−19.6% | Reduced |
| Sand Hill Global Advisors, LLC | 4,702 | $456.3K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,618 | $448.2K | 0.00% | +1,703+58.4% | Added |
| Oppenheimer & Co Inc | 4,597 | $446.1K | 0.01% | −65−1.4% | Reduced |
| KLCM Advisors, Inc. | 4,538 | $440.4K | 0.05% | +387+9.3% | Added |
| Lido Advisors, LLC | 4,516 | $438.3K | 0.00% | +4,516 | New |
| Patrick M Sweeney & Associates, Inc | 4,508 | $437.5K | 0.33% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,505 | $437.3K | 0.08% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,480 | $434.8K | 0.01% | +4,480 | New |
| Rowland & Co Investment Counsel | 4,476 | $434.4K | 0.09% | 00.0% | Unchanged |