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 |
|---|---|---|---|---|---|
| Five Oceans Advisors | 3,056 | $291.9K | 0.14% | −310−9.2% | Reduced |
| Brown Brothers Harriman & Co | 3,079 | $294.1K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,094 | $294.8K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,117 | $297.7K | 0.01% | −125−3.9% | Reduced |
| Stephens Inc | 3,156 | $301.4K | 0.00% | −140−4.2% | Reduced |
| HRT Financial LP | 3,166 | $302.0K | 0.00% | +3,166 | New |
| J.W. Cole Advisors, Inc. | 3,166 | $302.4K | 0.01% | +3,166 | New |
| Mesirow Financial Investment Management, Inc. | 3,220 | $307.6K | 0.01% | +857+36.3% | Added |
| Danske Bank A/S | 3,229 | $309.2K | 0.00% | −1,861−36.6% | Reduced |
| CWM, LLC | 3,258 | $311.0K | 0.00% | +39+1.2% | Added |
| Brighton Jones LLC | 3,265 | $311.8K | 0.01% | −6−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 3,282 | $313.5K | 0.00% | −117−3.4% | Reduced |
| Vantage Financial Partners, LLC | 3,325 | $317.6K | 0.08% | +4+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 3,347 | $319.6K | 0.00% | +769+29.8% | Added |
| VestGen Advisors, LLC | 3,372 | $322.1K | 0.01% | +3,372 | New |
| Keudell/Morrison Wealth Management | 3,391 | $323.9K | 0.08% | −70−2.0% | Reduced |
| David R. Rahn & Associates Inc. | 3,425 | $327.1K | 0.10% | −925−21.3% | Reduced |
| Savant Capital, LLC | 3,434 | $328.0K | 0.00% | +397+13.1% | Added |
| Fifth Third Bancorp | 3,495 | $333.8K | 0.00% | −345−9.0% | Reduced |
| NBC Securities, Inc. | 3,501 | $334.0K | 0.03% | +3,498+116,600.0% | Added |
| Puzo Michael J | 3,500 | $334.3K | 0.10% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,516 | $336.0K | 0.02% | +3,516 | New |
| MAI Capital Management | 3,542 | $338.3K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,558 | $339.8K | 0.05% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 3,754 | $358.6K | 0.00% | +3,754 | New |
| Quilter Plc | 3,770 | $360.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 3,792 | $362.2K | 0.01% | −127−3.2% | Reduced |
| Sequoia Financial Advisors, LLC | 3,797 | $362.7K | 0.00% | +196+5.4% | Added |
| Two Sigma Securities, LLC | 3,813 | $364.2K | 0.06% | +3,813 | New |
| Vident Advisory, LLC | 3,846 | $367.4K | 0.01% | +3,846 | New |
| Beverly Hills Private Wealth, LLC | 3,877 | $370.3K | 0.07% | −35−0.9% | Reduced |
| Nwam LLC | 3,883 | $370.8K | 0.03% | +7+0.2% | Added |
| CAPROCK Group, Inc. | 3,959 | $378.2K | 0.01% | +774+24.3% | Added |
| Thrivent Financial for Lutherans | 4,045 | $380.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,986 | $380.7K | 0.05% | +3,796+1,997.9% | Added |
| Watershed Private Wealth LLC | 4,000 | $382.0K | 0.15% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 4,003 | $382.4K | 0.10% | +1,078+36.9% | Added |
| Glenmede Trust Co NA | 4,039 | $385.8K | 0.00% | +1,697+72.5% | Added |
| PDS Planning, Inc | 4,056 | $387.4K | 0.03% | +309+8.2% | Added |
| Nebula Research & Development LLC | 4,168 | $398.1K | 0.04% | −5,223−55.6% | Reduced |
| Boltwood Capital Management | 4,325 | $413.1K | 0.13% | +25+0.6% | Added |
| Biltmore Family Office, LLC | 4,360 | $416.4K | 0.07% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,447 | $424.8K | 0.16% | +4+0.1% | Added |
| First Citizens Bank & Trust Co | 4,464 | $426.4K | 0.01% | −16−0.4% | Reduced |
| Camden Capital, LLC | 4,469 | $426.8K | 0.04% | +20.0% | Added |
| Rowland & Co Investment Counsel | 4,476 | $427.5K | 0.09% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,505 | $430.4K | 0.08% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,508 | $430.6K | 0.32% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,529 | $432.6K | 0.00% | +1,593+54.3% | Added |
| Sand Hill Global Advisors, LLC | 4,569 | $436.4K | 0.02% | −133−2.8% | Reduced |
| Pinebridge Investments, L.P. | 3,215 | $441.8K | 0.00% | −9,598−74.9% | Reduced |
| Oppenheimer & Co Inc | 4,717 | $450.5K | 0.01% | +120+2.6% | Added |
| Intrua Financial, LLC | 4,730 | $451.8K | 0.07% | −221−4.5% | Reduced |
| ICONIQ Capital, LLC | 4,756 | $454.2K | 0.01% | +350+7.9% | Added |
| Prudential Financial Inc | 4,770 | $455.6K | 0.00% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,829 | $461.2K | 0.05% | −120−2.4% | Reduced |
| Financial Counselors Inc | 4,848 | $463.0K | 0.01% | −37−0.8% | Reduced |
| Tradition Wealth Management, LLC | 4,864 | $464.6K | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 4,884 | $466.5K | 0.00% | −3,221−39.7% | Reduced |
| Merit Financial Group, LLC | 4,899 | $467.9K | 0.01% | +879+21.9% | Added |
| KLCM Advisors, Inc. | 4,935 | $471.3K | 0.06% | +397+8.7% | Added |
| Pensionmark Financial Group, LLC | 4,992 | $476.8K | 0.01% | +29+0.6% | Added |
| Boston Private Wealth LLC | 5,259 | $502.3K | 0.02% | +83+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 5,272 | $503.5K | 0.00% | +654+14.2% | Added |
| J. Safra Sarasin Holding AG | 5,540 | $529.0K | 0.01% | +5,540 | New |
| Ipswich Investment Management Co., Inc. | 5,610 | $535.8K | 0.13% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,631 | $536.3K | 0.03% | +255+4.7% | Added |
| Pacifica Partners Inc. | 5,660 | $544.4K | 0.25% | 00.0% | Unchanged |
| MQS Management LLC | 5,700 | $544.4K | 0.31% | +5,700 | New |
| Tacita Capital Inc | 5,737 | $548.1K | 0.39% | +5,000+678.4% | Added |
| AQR Capital Management LLC | 5,742 | $548.4K | 0.00% | +2,673+87.1% | Added |
| Forum Financial Management, LP | 5,758 | $549.9K | 0.01% | +5,758 | New |
| Tiaa Trust, National Association | 5,836 | $557.4K | 0.00% | −2,196−27.3% | Reduced |
| Evergreen Capital Management LLC | 5,871 | $560.7K | 0.02% | +35+0.6% | Added |
| Kestra Advisory Services, LLC | 6,018 | $574.8K | 0.00% | −562−8.5% | Reduced |
| Reuter James Wealth Management, LLC | 6,067 | $579.5K | 0.10% | −9−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,067 | $579.5K | 0.03% | +5+0.1% | Added |
| Busey Wealth Management | 6,077 | $580.4K | 0.02% | +77+1.3% | Added |
| Midland Wealth Advisors LLC | 6,200 | $592.2K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,230 | $595.1K | 0.00% | −125−2.0% | Reduced |
| Natixis | 6,272 | $596.8K | 0.00% | +1,140+22.2% | Added |
| Harbour Trust & Investment Management Co | 6,340 | $605.5K | 0.07% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 6,348 | $606.3K | 0.25% | +6,348 | New |
| Pacer Advisors, Inc. | 6,453 | $616.3K | 0.00% | +186+3.0% | Added |
| Great Valley Advisor Group, Inc. | 6,611 | $631.4K | 0.01% | +400+6.4% | Added |
| D.A. Davidson & Co. | 6,621 | $632.4K | 0.01% | −1,821−21.6% | Reduced |
| David Loasby | 7,146 | $635.9K | 0.06% | −409−5.4% | Reduced |
| Ti-Trust, Inc | 6,692 | $639.2K | 0.42% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,793 | $648.8K | 0.00% | +493+7.8% | Added |
| Syon Capital LLC | 6,837 | $653.0K | 0.05% | +359+5.5% | Added |
| Mairs & Power Inc | 6,846 | $653.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,993 | $667.9K | 0.02% | +48+0.7% | Added |
| Benjamin Edwards Inc | 6,997 | $668.3K | 0.01% | +352+5.3% | Added |
| Twin Tree Management, LP | 7,039 | $672.3K | 0.01% | −31,261−81.6% | Reduced |
| Vaughan & Co Securities, Inc. | 7,222 | $689.8K | 0.43% | −168−2.3% | Reduced |
| Avantax Advisory Services, Inc. | 7,253 | $692.7K | 0.00% | +507+7.5% | Added |
| Baskin Financial Services Inc. | 7,428 | $709.0K | 0.06% | +4,256+134.2% | Added |
| Colony Group, LLC | 7,460 | $712.5K | 0.00% | −67−0.9% | Reduced |
| Jefferies Financial Group Inc. | 7,492 | $715.6K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,665 | $732.1K | 0.04% | +7,665 | New |