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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 7,691 | $734.6K | 0.00% | +2,237+41.0% | Added |
| Atomi Financial Group, Inc. | 7,727 | $738.0K | 0.03% | +1,018+15.2% | Added |
| Ashton Thomas Private Wealth, LLC | 7,870 | $751.6K | 0.03% | −771−8.9% | Reduced |
| Wealth Alliance | 8,146 | $778.0K | 0.09% | +142+1.8% | Added |
| North Star Asset Management Inc | 8,174 | $780.7K | 0.04% | −248−2.9% | Reduced |
| Candriam Luxembourg S.C.A. | 8,309 | $793.3K | 0.00% | −3,698−30.8% | Reduced |
| Jones Financial Companies LLLP | 8,432 | $803.3K | 0.00% | +599+7.6% | Added |
| Louisbourg Investments Inc. | 8,428 | $805.6K | 0.22% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,448 | $806.9K | 0.00% | +123+1.5% | Added |
| Journey Strategic Wealth LLC | 8,727 | $833.5K | 0.03% | +7+0.1% | Added |
| Marshall Wace, LLP | 8,815 | $841.9K | 0.00% | +8,815 | New |
| Independent Advisor Alliance | 9,002 | $859.7K | 0.03% | +32+0.4% | Added |
| First American Bank | 9,360 | $894.0K | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 9,371 | $895.0K | 0.01% | +928+11.0% | Added |
| Orion Portfolio Solutions, LLC | 9,371 | $895.0K | 0.01% | +928+11.0% | Added |
| Yousif Capital Management, LLC | 9,591 | $916.0K | 0.01% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 9,611 | $917.9K | 0.06% | −216−2.2% | Reduced |
| Barclays PLC | 9,670 | $923.6K | 0.00% | +4,909+103.1% | Added |
| Verdence Capital Advisors LLC | 9,684 | $924.9K | 0.07% | +44+0.5% | Added |
| Capital World Investors | 9,749 | $931.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,625 | $931.2K | 0.00% | +2,985+39.1% | Added |
| Smithfield Trust Co | 9,766 | $934.0K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 10,229 | $977.0K | 0.00% | −1,098−9.7% | Reduced |
| Cubist Systematic Strategies, LLC | 10,206 | $978.4K | 0.01% | +10,206 | New |
| Cambridge Investment Research Advisors, Inc. | 10,344 | $988.0K | 0.00% | −511−4.7% | Reduced |
| Ignite Planners, LLC | 10,570 | $1.02M | 0.20% | −210−1.9% | Reduced |
| Signaturefd, LLC | 10,741 | $1.03M | 0.02% | −88−0.8% | Reduced |
| Turn8 Private Wealth Inc. | 10,905 | $1.04M | 0.81% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 11,148 | $1.06M | 0.02% | +1,370+14.0% | Added |
| Raleigh Capital Management Inc. | 11,379 | $1.09M | 0.49% | +507+4.7% | Added |
| Pathstone Holdings, LLC | 11,512 | $1.10M | 0.00% | −241−2.1% | Reduced |
| State Street Corp | 11,531 | $1.10M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 12,000 | $1.14M | 0.00% | +4,758+65.7% | Added |
| Ritholtz Wealth Management | 12,123 | $1.16M | 0.03% | −2,349−16.2% | Reduced |
| Cerity Partners LLC | 12,197 | $1.16M | 0.00% | +1,281+11.7% | Added |
| Associated Banc-Corp | 12,320 | $1.18M | 0.04% | −160−1.3% | Reduced |
| Texas Yale Capital Corp. | 12,488 | $1.19M | 0.05% | +1,070+9.4% | Added |
| Northwestern Mutual Wealth Management Co | 12,530 | $1.20M | 0.00% | −302−2.4% | Reduced |
| Probity Advisors, Inc. | 12,689 | $1.21M | 0.23% | +39+0.3% | Added |
| IFG Advisory, LLC | 12,858 | $1.23M | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 13,191 | $1.26M | 0.06% | −500−3.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,285 | $1.27M | 0.01% | +5,144+63.2% | Added |
| Umb Bank N A | 13,403 | $1.28M | 0.02% | +1,895+16.5% | Added |
| Cigna Investments Inc | 13,426 | $1.28M | 0.24% | −80−0.6% | Reduced |
| Cumberland Partners Ltd | 13,550 | $1.29M | 0.10% | −352−2.5% | Reduced |
| Curbstone Financial Management Corp | 13,834 | $1.32M | 0.28% | 00.0% | Unchanged |
| TCW Group Inc | 14,023 | $1.34M | 0.01% | +14,023 | New |
| State of Wyoming | 14,254 | $1.36M | 0.18% | +10,029+237.4% | Added |
| Fulton Bank, N.A. | 14,442 | $1.38M | 0.06% | −55−0.4% | Reduced |
| CenterBook Partners LP | 14,664 | $1.40M | 0.09% | +14,664 | New |
| Assetmark, Inc | 15,087 | $1.44M | 0.00% | +1,925+14.6% | Added |
| First Bank & Trust | 15,214 | $1.45M | 0.28% | +3,616+31.2% | Added |
| Gries Financial LLC | 15,461 | $1.48M | 0.29% | −1,051−6.4% | Reduced |
| Atria Investments LLC | 15,933 | $1.52M | 0.02% | −15−0.1% | Reduced |
| Principal Financial Group Inc | 17,200 | $1.64M | 0.00% | −100−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,384 | $1.66M | 0.01% | −2,228−11.4% | Reduced |
| CI Private Wealth, LLC | 17,417 | $1.66M | 0.00% | −5,962−25.5% | Reduced |
| Naples Global Advisors, LLC | 17,965 | $1.72M | 0.16% | −250−1.4% | Reduced |
| NorthRock Partners, LLC | 18,153 | $1.73M | 0.06% | +212+1.2% | Added |
| Employees Provident Fund Board | 18,200 | $1.74M | 0.02% | 00.0% | Unchanged |
| Columbus Macro, LLC | 18,463 | $1.76M | 0.23% | −58−0.3% | Reduced |
| JustInvest LLC | 19,018 | $1.82M | 0.03% | −2,569−11.9% | Reduced |
| Algert Global LLC | 19,009 | $1.82M | 0.04% | +1,500+8.6% | Added |
| Two Sigma Advisers, LP | 19,098 | $1.82M | 0.00% | −144,300−88.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,750 | $1.89M | 0.27% | +19,750 | New |
| Credit Agricole S A | 19,899 | $1.90M | 0.01% | +1,118+6.0% | Added |
| Resources Management Corp | 19,985 | $1.91M | 0.27% | −155−0.8% | Reduced |
| UniSuper Management Pty Ltd | 14,000 | $1.92M | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 22,040 | $1.94M | 0.05% | +22,040 | New |
| Quadrant Capital Group LLC | 20,519 | $1.96M | 0.07% | +19,186+1,439.3% | Added |
| Quantinno Capital Management LP | 20,818 | $1.99M | 0.01% | +4,603+28.4% | Added |
| Crossmark Global Holdings, Inc. | 22,012 | $2.10M | 0.04% | −2,118−8.8% | Reduced |
| Gold Investment Management Ltd. | 22,217 | $2.12M | 0.90% | +1,069+5.1% | Added |
| HighTower Advisors, LLC | 22,228 | $2.12M | 0.00% | −68−0.3% | Reduced |
| Private Advisor Group, LLC | 22,439 | $2.14M | 0.01% | +1,068+5.0% | Added |
| Advisor Group Holdings, Inc. | 23,142 | $2.21M | 0.00% | −1,674−6.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $2.27M | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23,817 | $2.27M | 0.06% | +1,035+4.5% | Added |
| ASR Vermogensbeheer N.V. | 23,855 | $2.28M | 0.03% | +23,855 | New |
| United Services Automobile Association | 24,153 | $2.30M | 0.07% | +355+1.5% | Added |
| 111 Capital | 24,141 | $2.31M | 0.44% | +24,141 | New |
| Genus Capital Management Inc. | 24,165 | $2.31M | 0.33% | +24,165 | New |
| Janney Montgomery Scott LLC | 24,285 | $2.32M | 0.01% | −673−2.7% | Reduced |
| XTX Topco Ltd | 24,453 | $2.34M | 0.12% | +18,565+315.3% | Added |
| The PNC Financial Services Group, Inc. | 24,518 | $2.34M | 0.00% | +197+0.8% | Added |
| Assenagon Asset Management S.A. | 24,620 | $2.35M | 0.00% | −24,813−50.2% | Reduced |
| US Bancorp | 24,948 | $2.38M | 0.00% | −309−1.2% | Reduced |
| Metis Global Partners, LLC | 25,819 | $2.47M | 0.07% | −1,365−5.0% | Reduced |
| Union Bancaire Privee, UBP SA | 27,944 | $2.71M | 0.05% | −5,214−15.7% | Reduced |
| Silver Lake Advisory, LLC | 28,381 | $2.71M | 1.18% | −360−1.3% | Reduced |
| Davenport & Co LLC | 30,023 | $2.87M | 0.02% | +1,042+3.6% | Added |
| Harvest Portfolios Group Inc. | 30,644 | $2.93M | 0.09% | −44−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 30,671 | $2.93M | 0.09% | +25,557+499.7% | Added |
| Rodgers Brothers Inc. | 31,900 | $3.05M | 0.41% | +1,000+3.2% | Added |
| Vertex Planning Partners, LLC | 31,959 | $3.05M | 0.67% | −6,031−15.9% | Reduced |
| Pinnacle Associates Ltd | 33,626 | $3.21M | 0.05% | +26+0.1% | Added |
| MML Investors Services, LLC | 34,171 | $3.26M | 0.01% | +810+2.4% | Added |
| Royal London Asset Management Ltd | 36,075 | $3.45M | 0.01% | +36,075 | New |
| Baird Financial Group, Inc. | 36,341 | $3.47M | 0.01% | −516−1.4% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 26,647 | $3.66M | 1.16% | +906+3.5% | Added |