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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, Q1 2025

Institutional positions in Bank of Montreal as of Mar 31, 2025. 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
556
+29 vs. Q4 2024
Shares held
345.3M
+2.87M (+0.8%) vs. Q4 2024
Total value
$33.0B
−$183.7M (−0.6%) vs. Q4 2024
New holders
76
185 more added
Sold out
47
167 more reduced

9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 556 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ1 2025: $33.0B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2024.

Institutions holding BMO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
High Note Wealth, LLC3$2870.00%00.0%Unchanged
Bell Investment Advisors, Inc5$4780.00%−7−58.3%Reduced
Pineridge Advisors LLC6$5910.00%−90−93.8%Reduced
Quest 10 Wealth Builders, Inc.9$8600.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.12$1.15K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC12$1.15K0.00%+12New
Raffa Wealth Management, LLC13$1.24K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.14$1.34K0.00%00.0%Unchanged
South State Corp.15$1.43K0.00%−81−84.4%Reduced
Colonial Trust Co16$1.52K0.00%00.0%Unchanged
Valley National Advisers Inc26$2.00K0.00%−4−13.3%Reduced
Sandy Spring Bank23$2.20K0.00%00.0%Unchanged
Bare Financial Services, Inc24$2.29K0.00%+24New
Leonteq Securities AG26$2.48K0.00%+26New
Dixon Mitchell Investment Counsel Inc.30$2.86K0.00%−2,414−98.8%Reduced
Western Pacific Wealth Management, LP32$3.06K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC35$3.34K0.00%+35New
Colonial Trust Advisors40$3.82K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc40$3.82K0.00%+40New
NewSquare Capital LLC41$3.92K0.00%+3+7.9%Added
Highline Wealth Partners LLC43$4.11K0.00%−3−6.5%Reduced
Christopher J. Hasenberg, Inc43$4.15K0.00%00.0%Unchanged
Capital A Wealth Management, LLC44$4.20K0.00%00.0%Unchanged
Financial Perspectives, Inc47$4.49K0.00%00.0%Unchanged
Point72 (DIFC) Ltd49$4.65K0.00%+49New
GWM Advisors LLC49$4.68K0.00%+25+104.2%Added
Accent Capital Management, LLC49$4.68K0.00%+49New
Financial Avengers, Inc.50$4.78K0.00%00.0%Unchanged
Runnymede Capital Advisors, Inc.50$4.78K0.00%+50New
McIlrath & Eck, LLC55$5.25K0.00%00.0%Unchanged
UMA Financial Services, Inc.56$5.35K0.00%00.0%Unchanged
Cornerstone Planning Group LLC58$5.46K0.00%00.0%Unchanged
AdvisorNet Financial, Inc58$5.54K0.00%+58New
Penserra Capital Management LLC63$6.00K0.00%00.0%Unchanged
CoreCap Advisors, LLC64$6.13K0.00%−72−52.9%Reduced
GPS Wealth Strategies Group, LLC65$6.21K0.00%00.0%Unchanged
Johnson Financial Group, Inc.68$6.50K0.00%−10−12.8%Reduced
Signature Resources Capital Management, LLC71$6.78K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC75$7.16K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.79$7.55K0.00%00.0%Unchanged
Ravenstone Capital Management Inc.82$7.83K0.00%+82New
Hemington Wealth Management95$9.00K0.00%00.0%Unchanged
MCF Advisors LLC110$10.5K0.00%00.0%Unchanged
Sierra Ocean, LLC120$11.5K0.01%−33−21.6%Reduced
Tradewinds Capital Management, LLC125$11.9K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.126$12.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.129$12.3K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC143$13.7K0.01%+4+2.9%Added
Walleye Capital LLC150$14.3K0.00%+150New
LRI Investments, LLC150$14.3K0.00%+150New
Smartleaf Asset Management LLC170$16.2K0.00%−28−14.1%Reduced
Financial Management Professionals, Inc.173$16.5K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC178$17.0K0.01%00.0%Unchanged
WFA Asset Management Corp181$17.7K0.01%00.0%Unchanged
Larson Financial Group LLC193$18.4K0.00%+193New
JFS Wealth Advisors, LLC198$18.9K0.00%00.0%Unchanged
Vision Financial Markets LLC200$19.1K0.02%−200−50.0%Reduced
Princeton Global Asset Management LLC250$23.9K0.00%−350−58.3%Reduced
1620 Investment Advisors, Inc.259$24.7K0.02%00.0%Unchanged
Bank & Trust Co263$25.1K0.02%00.0%Unchanged
Cary Street Partner Investment Advisory LLC273$26.1K0.02%+190+228.9%Added
IFP Advisors, Inc294$28.1K0.00%−19−6.1%Reduced
IAG Wealth Partners, LLC335$32.0K0.00%00.0%Unchanged
Addison Advisors LLC344$32.9K0.01%+11+3.3%Added
Winch Advisory Services, LLC350$33.4K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA350$33.5K0.01%00.0%Unchanged
Bayforest Capital Ltd359$34.3K0.01%+359New
Coldstream Capital Management Inc373$35.6K0.00%+373New
Strategic Investment Solutions, Inc.400$38.2K0.01%00.0%Unchanged
Crewe Advisors LLC400$38.2K0.01%00.0%Unchanged
Truvestments Capital LLC408$39.0K0.01%+408New
CX Institutional441$42.0K0.00%+441New
HM Payson & Co440$42.0K0.00%+440New
Wayfinding Financial, LLC469$44.0K0.02%+469New
Capital Analysts, LLC467$45.0K0.00%+62+15.3%Added
Huntington National Bank491$46.9K0.00%00.0%Unchanged
Rothschild Investment LLC493$47.0K0.00%+6+1.2%Added
JNBA Financial Advisors500$47.8K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd500$47.8K0.01%00.0%Unchanged
TruNorth Capital Management, LLC505$48.2K0.01%+405+405.0%Added
Central Trust Co550$52.5K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC557$53.2K0.00%+557New
Mitsubishi UFJ Trust & Banking Corp600$57.6K0.00%+600New
Montag & Caldwell, LLC617$58.9K0.01%00.0%Unchanged
First Horizon Advisors, Inc.643$61.4K0.00%+31+5.1%Added
Garde Capital, Inc.682$65.1K0.00%+682New
Olistico Wealth, LLC700$66.9K0.04%00.0%Unchanged
Grove Bank & Trust710$67.8K0.01%+200+39.2%Added
Massmutual Trust Co FSB713$68.1K0.00%+33+4.9%Added
Caldwell Sutter Capital, Inc.731$69.8K0.03%−148−16.8%Reduced
DHJJ Financial Advisors, Ltd.736$70.3K0.03%00.0%Unchanged
Ridgewood Investments LLC772$73.7K0.03%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.834$79.7K0.01%−30−3.5%Reduced
Whittier Trust Co900$86.0K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC900$86.0K0.17%+900New
Trust Co of Vermont901$86.1K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC960$91.7K0.02%00.0%Unchanged
Iron Horse Wealth Management, LLC980$93.6K0.03%00.0%Unchanged
Principal Securities, Inc.969$94.0K0.00%00.0%Unchanged
Tompkins Financial Corp1,000$95.5K0.01%00.0%Unchanged