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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 4,476 | $434.0K | 0.00% | +4,476 | New |
| Camden Capital, LLC | 4,467 | $433.5K | 0.05% | +538+13.7% | Added |
| Silverlake Wealth Management LLC | 4,443 | $431.2K | 0.17% | +5+0.1% | Added |
| ICONIQ Capital, LLC | 4,406 | $427.6K | 0.01% | +4,406 | New |
| Biltmore Family Office, LLC | 4,360 | $423.1K | 0.07% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 4,350 | $422.2K | 0.14% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,300 | $417.3K | 0.13% | +175+4.2% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 4,275 | $414.9K | 0.25% | +4,275 | New |
| State of Wyoming | 4,225 | $410.0K | 0.05% | +4,225 | New |
| Chiron Capital Management, LLC | 4,161 | $403.8K | 0.38% | −2,897−41.0% | Reduced |
| Commerce Bank | 4,059 | $393.9K | 0.00% | +63+1.6% | Added |
| Jain Global LLC | 4,058 | $393.8K | 0.01% | +4,058 | New |
| Merit Financial Group, LLC | 4,020 | $390.2K | 0.01% | +884+28.2% | Added |
| Watershed Private Wealth LLC | 4,000 | $388.2K | 0.15% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 3,919 | $380.3K | 0.01% | +3,919 | New |
| Thrivent Financial for Lutherans | 4,045 | $380.0K | 0.00% | +378+10.3% | Added |
| Beverly Hills Private Wealth, LLC | 3,912 | $379.6K | 0.08% | +1,636+71.9% | Added |
| Gluskin Sheff & Assoc Inc | 3,910 | $379.5K | 0.05% | −671−14.6% | Reduced |
| Nwam LLC | 3,876 | $376.2K | 0.02% | −577−13.0% | Reduced |
| Nexus Investment Management ULC | 3,854 | $373.3K | 0.04% | −12,390−76.3% | Reduced |
| Fifth Third Bancorp | 3,840 | $372.7K | 0.00% | +1,856+93.5% | Added |
| Quilter Plc | 3,770 | $365.5K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,755 | $364.4K | 0.00% | +3,755 | New |
| PDS Planning, Inc | 3,747 | $363.6K | 0.03% | +305+8.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,675 | $357.1K | 0.00% | +3,675 | New |
| Sequoia Financial Advisors, LLC | 3,601 | $349.5K | 0.00% | +337+10.3% | Added |
| Jamison Private Wealth Management, Inc. | 3,558 | $345.3K | 0.05% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 3,553 | $344.8K | 0.01% | +3,553 | New |
| MAI Capital Management | 3,542 | $343.8K | 0.00% | +3,542 | New |
| Puzo Michael J | 3,500 | $339.7K | 0.09% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,461 | $335.9K | 0.09% | +3,461 | New |
| Integrated Wealth Concepts LLC | 3,399 | $329.9K | 0.00% | −179−5.0% | Reduced |
| Five Oceans Advisors | 3,366 | $326.7K | 0.15% | +3,366 | New |
| Procyon Private Wealth Partners, LLC | 3,351 | $325.2K | 0.02% | +3,351 | New |
| Vantage Financial Partners, LLC | 3,321 | $322.3K | 0.08% | +5+0.2% | Added |
| Stephens Inc | 3,296 | $319.9K | 0.00% | +3,296 | New |
| Brighton Jones LLC | 3,271 | $317.5K | 0.01% | −116−3.4% | Reduced |
| Ballentine Partners, LLC | 3,242 | $314.6K | 0.01% | +319+10.9% | Added |
| FineMark National Bank & Trust | 3,240 | $314.4K | 0.01% | −5,681−63.7% | Reduced |
| CWM, LLC | 3,219 | $312.0K | 0.00% | +1,901+144.2% | Added |
| CAPROCK Group, Inc. | 3,185 | $309.2K | 0.01% | +139+4.6% | Added |
| Baskin Financial Services Inc. | 3,172 | $308.0K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 3,108 | $301.6K | 0.28% | +3,108 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,094 | $300.3K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,079 | $298.8K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,069 | $297.8K | 0.00% | +3,069 | New |
| Snowden Capital Advisors LLC | 3,040 | $295.0K | 0.01% | +3,040 | New |
| Savant Capital, LLC | 3,037 | $294.7K | 0.00% | −1,702−35.9% | Reduced |
| Prospera Financial Services Inc | 3,035 | $294.5K | 0.01% | −118−3.7% | Reduced |
| Diversified Trust Co | 3,025 | $293.6K | 0.01% | +6+0.2% | Added |
| Lantz Financial LLC | 3,020 | $293.1K | 0.08% | +3,020 | New |
| Cherokee Insurance Co | 3,005 | $291.6K | 0.13% | +3,005 | New |
| Wedbush Securities Inc | 2,991 | $290.0K | 0.01% | −95−3.1% | Reduced |
| WoodTrust Financial Corp | 2,988 | $290.0K | 0.04% | +274+10.1% | Added |
| HB Wealth Management, LLC | 2,936 | $284.9K | 0.00% | +2,936 | New |
| Enterprise Bank & Trust Co | 2,920 | $283.4K | 0.09% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 2,925 | $283.3K | 0.14% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,865 | $278.0K | 0.01% | +125+4.6% | Added |
| Magnus Financial Group LLC | 2,857 | $277.3K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,824 | $274.1K | 0.08% | +2,824 | New |
| Parallel Advisors, LLC | 2,802 | $272.0K | 0.01% | +208+8.0% | Added |
| Cozad Asset Management Inc | 2,797 | $271.4K | 0.03% | −107−3.7% | Reduced |
| Argent Trust Co | 2,792 | $271.0K | 0.01% | +2,792 | New |
| Thompson Investment Management, Inc. | 2,758 | $267.7K | 0.04% | −230−7.7% | Reduced |
| Smith, Moore & Co. | 2,758 | $267.7K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,745 | $266.4K | 0.02% | +155+6.0% | Added |
| Terry L. Blaker | 2,716 | $263.6K | 0.01% | +2,716 | New |
| United Capital Financial Advisers, LLC | 2,715 | $263.5K | 0.00% | −23−0.8% | Reduced |
| Evelyn Partners Investment Management LLP | 2,700 | $261.9K | 0.01% | +2,700 | New |
| Medallion Wealth Advisors, LLC | 2,701 | $260.0K | 0.13% | +2,701 | New |
| Archetype Wealth Partners | 2,672 | $259.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,651 | $257.3K | 0.01% | +38+1.5% | Added |
| Fielder Capital Group LLC | 2,643 | $256.5K | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,603 | $252.6K | 0.02% | +2,603 | New |
| Doliver Advisors, LP | 2,597 | $252.0K | 0.07% | −44−1.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,578 | $250.2K | 0.00% | +2,578 | New |
| Old National Bancorp | 2,558 | $248.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,525 | $245.1K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,516 | $244.2K | 0.02% | +2,516 | New |
| Perfromance Wealth Partners, LLC | 2,500 | $242.6K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 2,444 | $237.1K | 0.01% | +28+1.2% | Added |
| North Star Investment Management Corp. | 2,389 | $231.9K | 0.02% | −2−0.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,363 | $229.3K | 0.00% | +2,363 | New |
| Glenmede Trust Co NA | 2,342 | $227.3K | 0.00% | +2,342 | New |
| Westwood Holdings Group Inc. | 2,336 | $226.7K | 0.00% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,328 | $225.9K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 2,325 | $225.6K | 0.01% | −60−2.5% | Reduced |
| TownSquare Capital, LLC | 2,310 | $224.2K | 0.00% | +2,310 | New |
| Wrapmanager Inc | 2,310 | $224.2K | 0.06% | +2,310 | New |
| Trifecta Capital Advisors, LLC | 2,300 | $223.2K | 0.04% | −375−14.0% | Reduced |
| Townsend & Associates, Inc | 2,225 | $222.9K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,293 | $222.5K | 0.08% | −1,193−34.2% | Reduced |
| West Family Investments, Inc. | 2,277 | $221.0K | 0.08% | −97−4.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,269 | $220.2K | 0.02% | +2,269 | New |
| RMB Capital Management, LLC | 2,264 | $219.7K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,236 | $217.0K | 0.03% | −206−8.4% | Reduced |
| Annex Advisory Services, LLC | 2,232 | $216.6K | 0.01% | −578−20.6% | Reduced |
| Intrust Bank NA | 2,229 | $216.3K | 0.02% | +2,229 | New |
| Bogart Wealth, LLC | 2,202 | $213.7K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,200 | $213.5K | 0.01% | +2,200 | New |