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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 2,185 | $212.1K | 0.07% | −92−4.0% | Reduced |
| Schechter Investment Advisors, LLC | 2,182 | $211.7K | 0.02% | +2,182 | New |
| RSM US Wealth Management LLC | 2,128 | $206.4K | 0.00% | +2,128 | New |
| Triasima Portfolio Management inc. | 2,115 | $205.2K | 0.04% | +2,115 | New |
| FDx Advisors, Inc. | 2,099 | $204.0K | 0.06% | +2,099 | New |
| Firestone Capital Management | 2,100 | $203.8K | 0.05% | +2,100 | New |
| First Affirmative Financial Network | 2,096 | $203.4K | 0.12% | −390−15.7% | Reduced |
| Ausdal Financial Partners, Inc. | 2,095 | $203.3K | 0.02% | +2,095 | New |
| Avant Financial Advisors LLC | 2,080 | $201.9K | 0.19% | +2,080 | New |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $201.4K | 0.05% | +2,075 | New |
| SNS Financial Group, LLC | 2,065 | $200.4K | 0.02% | +2,065 | New |
| Investors Research Corp | 2,037 | $197.7K | 0.04% | −120−5.6% | Reduced |
| Oarsman Capital, Inc. | 1,998 | $193.9K | 0.03% | −120−5.7% | Reduced |
| Geneos Wealth Management Inc. | 1,970 | $191.2K | 0.01% | +1,970 | New |
| Allworth Financial LP | 1,707 | $170.9K | 0.00% | +369+27.6% | Added |
| Cromwell Holdings LLC | 1,739 | $168.8K | 0.10% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,700 | $165.0K | 0.13% | +1,700 | New |
| Macquarie Group Ltd | 1,624 | $157.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,570 | $152.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,514 | $146.9K | 0.01% | −33−2.1% | Reduced |
| Caldwell Trust Co | 1,500 | $145.6K | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 1,499 | $145.0K | 0.00% | −622−29.3% | Reduced |
| SBI Securities Co., Ltd. | 1,490 | $144.6K | 0.00% | +1,490 | New |
| Studio Investment Management LLC | 1,488 | $144.4K | 0.03% | −180−10.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,595 | $137.0K | 0.01% | +1,317+473.7% | Added |
| Webster Bank, N. A. | 1,400 | $135.9K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,400 | $135.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,333 | $129.4K | 0.01% | −6−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,330 | $129.1K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,240 | $120.3K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,177 | $114.2K | 0.00% | +74+6.7% | Added |
| GeoWealth Management, LLC | 1,155 | $112.1K | 0.00% | +1,101+2,038.9% | Added |
| Retirement Wealth Solutions LLC | 1,086 | $105.8K | 0.09% | +1,086 | New |
| Winthrop Capital Management, LLC | 1,058 | $103.0K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,055 | $102.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,051 | $102.0K | 0.00% | +551+110.2% | Added |
| Rhumbline Advisers | 1,049 | $101.8K | 0.00% | +146+16.2% | Added |
| Hexagon Capital Partners LLC | 1,047 | $101.6K | 0.02% | +273+35.3% | Added |
| Global Retirement Partners, LLC | 1,045 | $101.4K | 0.00% | +661+172.1% | Added |
| Tompkins Financial Corp | 1,000 | $97.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $97.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $95.1K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 969 | $94.0K | 0.00% | +624+180.9% | Added |
| Blue Bell Private Wealth Management, LLC | 960 | $93.2K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 901 | $87.4K | 0.00% | −2,717−75.1% | Reduced |
| Whittier Trust Co | 900 | $87.3K | 0.00% | −192−17.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 879 | $85.3K | 0.04% | +27+3.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 864 | $83.8K | 0.02% | −107−11.0% | Reduced |
| Private Trust Co NA | 858 | $83.3K | 0.01% | +610+246.0% | Added |
| Bray Capital Advisors | 800 | $77.6K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 788 | $76.4K | 0.01% | +788 | New |
| Ridgewood Investments LLC | 772 | $74.9K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 736 | $71.4K | 0.03% | −67−8.3% | Reduced |
| Tacita Capital Inc | 737 | $71.4K | 0.05% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 700 | $67.9K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 680 | $66.0K | 0.00% | +219+47.5% | Added |
| Montag & Caldwell, LLC | 617 | $59.9K | 0.01% | +617 | New |
| First Horizon Advisors, Inc. | 612 | $59.4K | 0.00% | +358+140.9% | Added |
| Princeton Global Asset Management LLC | 600 | $58.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 550 | $53.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 510 | $49.5K | 0.01% | −57−10.1% | Reduced |
| JNBA Financial Advisors | 500 | $48.5K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 500 | $48.5K | 0.01% | +500 | New |
| Huntington National Bank | 491 | $47.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 487 | $47.3K | 0.00% | +5+1.0% | Added |
| BNP Paribas Arbitrage, SA | 439 | $42.6K | 0.00% | −3,618−89.2% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $39.6K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 405 | $39.0K | 0.00% | +3+0.7% | Added |
| Crewe Advisors LLC | 400 | $38.8K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $38.8K | 0.04% | +400 | New |
| Dunhill Financial, LLC | 400 | $38.8K | 0.02% | +400 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $34.0K | 0.01% | +80+29.6% | Added |
| Winch Advisory Services, LLC | 350 | $34.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 341 | $33.0K | 0.01% | −30,113−98.9% | Reduced |
| IAG Wealth Partners, LLC | 335 | $32.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 333 | $32.3K | 0.01% | +246+282.8% | Added |
| IFP Advisors, Inc | 313 | $30.4K | 0.00% | +201+179.5% | Added |
| Bank & Trust Co | 263 | $25.5K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 259 | $25.1K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 240 | $24.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 218 | $21.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 198 | $19.2K | 0.00% | +35+21.5% | Added |
| Smartleaf Asset Management LLC | 198 | $19.2K | 0.00% | −110−35.7% | Reduced |
| Atlas Capital Advisors LLC | 190 | $18.4K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 181 | $17.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 178 | $17.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 173 | $16.8K | 0.00% | −33−16.0% | Reduced |
| Sierra Ocean, LLC | 153 | $14.8K | 0.01% | +153 | New |
| Venturi Wealth Management, LLC | 143 | $13.9K | 0.00% | +9+6.7% | Added |
| Richard W. Paul & Associates, LLC | 139 | $13.5K | 0.00% | +139 | New |
| CoreCap Advisors, LLC | 136 | $13.2K | 0.00% | +77+130.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 130 | $12.6K | 0.00% | −65−33.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 129 | $12.5K | 0.00% | +129 | New |
| Ronald Blue Trust, Inc. | 126 | $12.2K | 0.00% | −542−81.1% | Reduced |
| Tradewinds Capital Management, LLC | 125 | $12.1K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 122 | $11.8K | 0.00% | +1+0.8% | Added |
| MCF Advisors LLC | 110 | $10.7K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $9.71K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 96 | $9.34K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 96 | $9.32K | 0.00% | +96 | New |