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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 39,703 | $3.80M | 0.74% | −35−0.1% | Reduced |
| Rathbone Brothers plc | 42,354 | $4.04M | 0.02% | −189−0.4% | Reduced |
| Renaissance Technologies LLC | 45,195 | $4.32M | 0.01% | +45,195 | New |
| Bridgewater Associates, LP | 46,941 | $4.48M | 0.02% | +46,941 | New |
| Ensign Peak Advisors, Inc | 47,229 | $4.51M | 0.01% | −4,500−8.7% | Reduced |
| Allianz Asset Management GmbH | 48,427 | $4.62M | 0.01% | +2,009+4.3% | Added |
| Creative Planning | 49,304 | $4.71M | 0.00% | +3,304+7.2% | Added |
| Mariner, LLC | 49,668 | $4.74M | 0.01% | −510−1.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,807 | $4.85M | 0.02% | +6,398+14.4% | Added |
| Natixis Advisors, L.P. | 51,179 | $4.89M | 0.01% | +15,004+41.5% | Added |
| Romano Brothers and Company | 51,433 | $4.91M | 0.64% | −500−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 52,135 | $4.98M | 0.06% | −240.0% | Reduced |
| Dana Investment Advisors, Inc. | 52,258 | $4.99M | 0.18% | −950−1.8% | Reduced |
| Ossiam | 52,468 | $5.01M | 0.07% | −1,147−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 55,150 | $5.27M | 0.01% | −524−0.9% | Reduced |
| Northwest Bancshares, Inc. | 55,556 | $5.31M | 0.98% | −1,163−2.1% | Reduced |
| Cetera Investment Advisers | 55,872 | $5.34M | 0.01% | +127+0.2% | Added |
| PCJ Investment Counsel Ltd. | 56,870 | $5.43M | 2.12% | +12,830+29.1% | Added |
| Alliancebernstein L.P. | 57,800 | $5.52M | 0.00% | +3,269+6.0% | Added |
| M&T Bank Corp | 58,420 | $5.58M | 0.02% | −1,045−1.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,336 | $5.67M | 0.01% | −61−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 41,902 | $5.76M | 0.20% | +40,403+2,695.3% | Added |
| Zions Bancorporation, National Association | 61,130 | $5.84M | 0.37% | +61,130 | New |
| Ameriprise Financial Inc | 52,533 | $5.97M | 0.00% | +613+1.2% | Added |
| Avanza Fonder AB | 44,232 | $6.18M | 0.20% | +1,900+4.5% | Added |
| PEAK6 LLC | 65,876 | $6.29M | 0.25% | +65,876 | New |
| Public Employees Retirement System of Ohio | 65,966 | $6.30M | 0.02% | −3,266−4.7% | Reduced |
| Maryland State Retirement & Pension System | 68,377 | $6.53M | 0.16% | +25,284+58.7% | Added |
| St Germain D J Co Inc | 68,820 | $6.57M | 0.31% | −4,402−6.0% | Reduced |
| Public Sector Pension Investment Board | 70,318 | $6.71M | 0.03% | +300+0.4% | Added |
| Citadel Advisors LLC | 70,829 | $6.76M | 0.01% | +6,567+10.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 74,131 | $7.09M | 2.07% | +5,191+7.5% | Added |
| Janus Henderson Group PLC | 74,363 | $7.11M | 0.00% | −2,400−3.1% | Reduced |
| Utah Retirement Systems | 81,172 | $7.75M | 0.09% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 87,184 | $8.33M | 0.06% | +21,487+32.7% | Added |
| Claret Asset Management Corp | 87,422 | $8.35M | 1.20% | +87,422 | New |
| Truist Financial Corp | 92,080 | $8.79M | 0.01% | +426+0.5% | Added |
| Macquarie Group Ltd | 66,433 | $9.06M | 0.01% | +64,809+3,990.7% | Added |
| American Assets Investment Management, LLC | 96,000 | $9.17M | 0.80% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 99,450 | $9.50M | 0.05% | +2,463+2.5% | Added |
| Intech Investment Management LLC | 104,254 | $9.95M | 0.10% | +24,044+30.0% | Added |
| Man Group plc | 106,270 | $10.1M | 0.03% | +53,513+101.4% | Added |
| USS Investment Management Ltd | 109,005 | $10.4M | 0.08% | 00.0% | Unchanged |
| AXA S.A. | 112,570 | $10.8M | 0.04% | +73,685+189.5% | Added |
| Vontobel Holding Ltd. | 113,519 | $10.8M | 0.04% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 113,889 | $10.9M | 0.14% | −14,606−11.4% | Reduced |
| Pinnacle Financial Partners Inc | 115,007 | $11.0M | 0.22% | −25,684−18.3% | Reduced |
| AMF Pensionsforsakring AB | 114,887 | $11.0M | 0.08% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 81,722 | $11.1M | 4.13% | +81,722 | New |
| Neuberger Berman Group LLC | 127,473 | $12.2M | 0.01% | −7,236−5.4% | Reduced |
| Wellington Management Group LLP | 131,906 | $12.6M | 0.00% | −30,597−18.8% | Reduced |
| Generali Asset Management SPA SGR | 92,962 | $12.8M | 0.31% | +21,381+29.9% | Added |
| Mn Services Vermogensbeheer B.V. | 134,900 | $12.9M | 0.10% | −22,600−14.3% | Reduced |
| Investment Management Corp of Ontario | 142,020 | $13.6M | 0.28% | +19,237+15.7% | Added |
| Triasima Portfolio Management inc. | 143,072 | $13.7M | 2.69% | +140,957+6,664.6% | Added |
| DekaBank Deutsche Girozentrale | 144,907 | $13.7M | 0.03% | +160+0.1% | Added |
| Varma Mutual Pension Insurance Co | 145,829 | $13.9M | 0.12% | −16,900−10.4% | Reduced |
| Qube Research & Technologies Ltd | 154,353 | $14.7M | 0.02% | +15,800+11.4% | Added |
| O'Shaughnessy Asset Management, LLC | 158,043 | $15.1M | 0.12% | +4,473+2.9% | Added |
| Jane Street Group, LLC | 160,757 | $15.4M | 0.03% | −20,513−11.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 162,496 | $15.5M | 0.10% | +1,078+0.7% | Added |
| Canerector Inc | 125,000 | $17.2M | 13.32% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 183,378 | $17.4M | 1.60% | +183,378 | New |
| SIG North Trading, ULC | 188,630 | $18.0M | 3.67% | +176,262+1,425.1% | Added |
| American Century Companies Inc | 196,451 | $18.8M | 0.01% | +2,233+1.1% | Added |
| Northwest & Ethical Investments L.P. | 202,639 | $19.4M | 0.53% | +58,531+40.6% | Added |
| Forsta Ap-Fonden | 208,400 | $19.9M | 0.15% | +35,400+20.5% | Added |
| Omers Administration Corp | 219,955 | $21.0M | 0.18% | 00.0% | Unchanged |
| Rempart Asset Management Inc. | 223,843 | $21.4M | 4.41% | −1,980−0.9% | Reduced |
| Citigroup Inc | 231,752 | $22.1M | 0.02% | −39,942−14.7% | Reduced |
| Cidel Asset Management Inc | 237,194 | $22.6M | 1.48% | +3,298+1.4% | Added |
| Millennium Management LLC | 238,662 | $22.8M | 0.02% | −29,562−11.0% | Reduced |
| Montrusco Bolton Investments Inc. | 242,313 | $23.1M | 0.30% | +242,313 | New |
| Stifel Financial Corp | 242,512 | $23.2M | 0.02% | +11,317+4.9% | Added |
| Russell Investments Group, Ltd. | 259,852 | $24.8M | 0.03% | +21,499+9.0% | Added |
| Van Eck Associates Corp | 277,461 | $26.5M | 0.03% | +82,248+42.1% | Added |
| Intact Investment Management Inc. | 291,070 | $27.8M | 0.95% | −506,390−63.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 305,921 | $29.2M | 0.08% | +14,583+5.0% | Added |
| Bessemer Group Inc | 323,226 | $30.9M | 0.06% | +299,115+1,240.6% | Added |
| Guardian Partners Inc. | 349,913 | $31.8M | 3.28% | −27,758−7.3% | Reduced |
| Franklin Resources Inc | 338,918 | $32.4M | 0.01% | +4,585+1.4% | Added |
| LPL Financial LLC | 352,524 | $33.7M | 0.01% | +28,256+8.7% | Added |
| APG Asset Management N.V. | 397,100 | $35.1M | 0.11% | −1000.0% | Reduced |
| HSBC Holdings PLC | 380,139 | $36.3M | 0.02% | −80,831−17.5% | Reduced |
| Pictet Asset Management Holding SA | 398,858 | $38.1M | 0.04% | +17,958+4.7% | Added |
| State of Tennessee, Treasury Department | 418,739 | $40.0M | 0.15% | +411+0.1% | Added |
| First Trust Advisors LP | 430,568 | $41.1M | 0.04% | −16,867−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 432,150 | $41.3M | 0.05% | −450,555−51.0% | Reduced |
| Korea Investment CORP | 459,216 | $43.8M | 0.11% | −18,975−4.0% | Reduced |
| Two Sigma Investments, LP | 463,940 | $44.3M | 0.10% | −43,400−8.6% | Reduced |
| Envestnet Asset Management Inc | 464,123 | $44.3M | 0.01% | +3,403+0.7% | Added |
| Wells Fargo & Company | 464,762 | $44.4M | 0.01% | +12,676+2.8% | Added |
| Great West Life Assurance Co | 477,649 | $45.6M | 0.08% | −2,417−0.5% | Reduced |
| Voloridge Investment Management, LLC | 487,826 | $46.6M | 0.17% | −169,093−25.7% | Reduced |
| Raymond James Financial Inc | 493,213 | $47.1M | 0.02% | −5,019−1.0% | Reduced |
| Bank of Nova Scotia Trust Co | 506,324 | $48.4M | 5.16% | +2,710+0.5% | Added |
| Value Partners Investments Inc. | 508,135 | $48.6M | 4.19% | +451,881+803.3% | Added |
| Aviva PLC | 510,412 | $48.8M | 0.12% | +71,333+16.2% | Added |
| Nuveen, LLC | 545,351 | $52.1M | 0.02% | +545,351 | New |
| Scheer, Rowlett & Associates Investment Management Ltd. | 563,083 | $53.8M | 3.98% | +206,159+57.8% | Added |