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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Co | 1,000 | $95.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,051 | $100.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,055 | $100.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,061 | $101.3K | 0.00% | +12+1.1% | Added |
| Caitong International Asset Management Co., Ltd | 1,073 | $102.5K | 0.08% | +1,073 | New |
| Retirement Wealth Solutions LLC | 1,086 | $103.7K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 1,101 | $105.2K | 0.01% | +243+28.3% | Added |
| Hexagon Capital Partners LLC | 1,128 | $107.7K | 0.02% | +81+7.7% | Added |
| Operose Advisors LLC | 1,200 | $114.6K | 0.04% | −1,093−47.7% | Reduced |
| Compass Wealth Management LLC | 1,240 | $118.4K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,385 | $132.3K | 0.03% | −103−6.9% | Reduced |
| Webster Bank, N. A. | 1,400 | $133.7K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,595 | $138.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,500 | $143.3K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 1,521 | $145.3K | 0.08% | +1,521 | New |
| GAMMA Investing LLC | 1,570 | $150.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,694 | $161.8K | 0.01% | −276−14.0% | Reduced |
| Trifecta Capital Advisors, LLC | 1,700 | $162.4K | 0.03% | −600−26.1% | Reduced |
| Pinney & Scofield, Inc. | 1,700 | $162.4K | 0.12% | 00.0% | Unchanged |
| Allworth Financial LP | 1,737 | $165.7K | 0.00% | +30+1.8% | Added |
| Cromwell Holdings LLC | 1,739 | $166.1K | 0.11% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,798 | $171.7K | 0.01% | +643+55.7% | Added |
| SBI Securities Co., Ltd. | 1,845 | $176.2K | 0.01% | +355+23.8% | Added |
| NBT Bank N A | 2,012 | $192.2K | 0.01% | −43,824−95.6% | Reduced |
| BNP Paribas Arbitrage, SA | 2,067 | $197.4K | 0.00% | +1,628+370.8% | Added |
| FDx Advisors, Inc. | 2,099 | $200.0K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,095 | $200.1K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 2,102 | $200.8K | 0.04% | +65+3.2% | Added |
| Townsend & Associates, Inc | 2,225 | $205.4K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,178 | $208.0K | 0.00% | +50+2.3% | Added |
| Greenleaf Trust | 2,190 | $209.2K | 0.00% | +2,190 | New |
| Cobblestone Capital Advisors LLC | 2,200 | $210.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,202 | $210.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,203 | $210.4K | 0.00% | +2,203 | New |
| Plancorp, LLC | 2,209 | $210.9K | 0.01% | +2,209 | New |
| Total Clarity Wealth Management, Inc. | 2,185 | $212.1K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,253 | $215.3K | 0.00% | −2,263−50.1% | Reduced |
| Annex Advisory Services, LLC | 2,257 | $215.6K | 0.01% | +25+1.1% | Added |
| West Family Investments, Inc. | 2,277 | $217.5K | 0.08% | 00.0% | Unchanged |
| Intrust Bank NA | 2,281 | $217.9K | 0.02% | +52+2.3% | Added |
| EverSource Wealth Advisors, LLC | 2,282 | $218.0K | 0.01% | +768+50.7% | Added |
| Valeo Financial Advisors, LLC | 2,287 | $218.4K | 0.01% | −578−20.2% | Reduced |
| Park National Corp | 2,325 | $222.1K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,328 | $222.3K | 0.01% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,336 | $223.1K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,386 | $227.9K | 0.04% | +2,386 | New |
| North Star Investment Management Corp. | 2,389 | $228.2K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,410 | $230.0K | 0.00% | +2,410 | New |
| TownSquare Capital, LLC | 2,485 | $237.3K | 0.00% | +175+7.6% | Added |
| First Business Financial Services, Inc. | 2,492 | $238.0K | 0.02% | +2,492 | New |
| Perfromance Wealth Partners, LLC | 2,500 | $238.8K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 2,500 | $238.8K | 0.17% | +2,500 | New |
| Guggenheim Capital LLC | 2,504 | $239.2K | 0.00% | +2,504 | New |
| Buckingham Strategic Partners | 2,504 | $239.2K | 0.00% | +2,504 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,498 | $239.5K | 0.06% | +2,498 | New |
| Thompson Investment Management, Inc. | 2,524 | $241.1K | 0.04% | −234−8.5% | Reduced |
| CVA Family Office, LLC | 2,525 | $241.2K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 2,542 | $242.8K | 0.01% | −16−0.6% | Reduced |
| SkyView Investment Advisors, LLC | 2,599 | $248.0K | 0.04% | +2,599 | New |
| Bayesian Capital Management, LP | 2,600 | $248.3K | 0.04% | +2,600 | New |
| Smith, Moore & Co. | 2,636 | $251.8K | 0.02% | −122−4.4% | Reduced |
| Fielder Capital Group LLC | 2,643 | $252.5K | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,648 | $252.9K | 0.00% | −67−2.5% | Reduced |
| Ascent Group, LLC | 2,664 | $254.4K | 0.01% | +2,664 | New |
| Archetype Wealth Partners | 2,672 | $255.0K | 0.04% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 2,679 | $255.9K | 0.23% | +2,679 | New |
| Ameritas Advisory Services, LLC | 2,651 | $256.8K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 2,700 | $257.9K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,701 | $259.2K | 0.12% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,716 | $259.4K | 0.02% | −635−18.9% | Reduced |
| Terry L. Blaker | 2,716 | $259.4K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,716 | $259.4K | 0.01% | +452+20.0% | Added |
| Fox Run Management, L.L.C. | 2,753 | $262.9K | 0.04% | +2,753 | New |
| Park Place Capital Corp | 2,756 | $263.2K | 0.07% | −68−2.4% | Reduced |
| Snowden Capital Advisors LLC | 2,771 | $264.7K | 0.01% | −269−8.8% | Reduced |
| Stevens Capital Management LP | 2,774 | $265.0K | 0.07% | +2,774 | New |
| Argent Trust Co | 2,792 | $266.7K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,797 | $267.1K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,815 | $268.9K | 0.02% | +70+2.6% | Added |
| Gluskin Sheff & Assoc Inc | 2,837 | $270.9K | 0.03% | −1,073−27.4% | Reduced |
| Bridgewater Advisors Inc. | 2,872 | $273.5K | 0.02% | +2,872 | New |
| Farther Finance Advisors, LLC | 2,844 | $274.2K | 0.01% | +1,667+141.6% | Added |
| Parallel Advisors, LLC | 2,877 | $274.8K | 0.01% | +75+2.7% | Added |
| Lantz Financial LLC | 2,895 | $276.5K | 0.08% | −125−4.1% | Reduced |
| Versant Capital Management, Inc | 2,919 | $278.8K | 0.05% | +2,866+5,407.5% | Added |
| Enterprise Bank & Trust Co | 2,920 | $278.9K | 0.11% | 00.0% | Unchanged |
| Commerce Bank | 2,927 | $279.6K | 0.00% | −1,132−27.9% | Reduced |
| Magnus Financial Group LLC | 2,927 | $279.6K | 0.03% | +70+2.5% | Added |
| Code Waechter LLC | 2,952 | $282.0K | 0.23% | +2,952 | New |
| Chiron Capital Management, LLC | 2,960 | $282.7K | 0.26% | −1,201−28.9% | Reduced |
| Wedbush Securities Inc | 2,959 | $283.0K | 0.01% | −32−1.1% | Reduced |
| AE Wealth Management LLC | 2,966 | $283.3K | 0.00% | −789−21.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,981 | $284.7K | 0.28% | −127−4.1% | Reduced |
| WoodTrust Financial Corp | 2,988 | $285.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 2,996 | $286.1K | 0.01% | −29−1.0% | Reduced |
| Cherokee Insurance Co | 3,005 | $287.0K | 0.13% | 00.0% | Unchanged |
| SIH Partners, LLLP | 3,010 | $287.5K | 0.03% | +3,010 | New |
| Hilltop Holdings Inc. | 3,010 | $287.5K | 0.02% | +407+15.6% | Added |
| Checchi Capital Advisers, LLC | 3,030 | $289.4K | 0.02% | +514+20.4% | Added |
| Prospera Financial Services Inc | 3,035 | $289.9K | 0.01% | 00.0% | Unchanged |