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 |
|---|---|---|---|---|---|
| Triasima Portfolio Management inc. | 143,072 | $13.7M | 2.69% | +140,957+6,664.6% | Added |
| Investment Management Corp of Ontario | 142,020 | $13.6M | 0.28% | +19,237+15.7% | Added |
| Mn Services Vermogensbeheer B.V. | 134,900 | $12.9M | 0.10% | −22,600−14.3% | Reduced |
| Generali Asset Management SPA SGR | 92,962 | $12.8M | 0.31% | +21,381+29.9% | Added |
| Wellington Management Group LLP | 131,906 | $12.6M | 0.00% | −30,597−18.8% | Reduced |
| Neuberger Berman Group LLC | 127,473 | $12.2M | 0.01% | −7,236−5.4% | Reduced |
| Barometer Capital Management Inc. | 81,722 | $11.1M | 4.13% | +81,722 | New |
| AMF Pensionsforsakring AB | 114,887 | $11.0M | 0.08% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 115,007 | $11.0M | 0.22% | −25,684−18.3% | Reduced |
| Capital Fund Management S.A. | 113,889 | $10.9M | 0.14% | −14,606−11.4% | Reduced |
| Vontobel Holding Ltd. | 113,519 | $10.8M | 0.04% | 00.0% | Unchanged |
| AXA S.A. | 112,570 | $10.8M | 0.04% | +73,685+189.5% | Added |
| USS Investment Management Ltd | 109,005 | $10.4M | 0.08% | 00.0% | Unchanged |
| Man Group plc | 106,270 | $10.1M | 0.03% | +53,513+101.4% | Added |
| Intech Investment Management LLC | 104,254 | $9.95M | 0.10% | +24,044+30.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 99,450 | $9.50M | 0.05% | +2,463+2.5% | Added |
| American Assets Investment Management, LLC | 96,000 | $9.17M | 0.80% | 00.0% | Unchanged |
| Macquarie Group Ltd | 66,433 | $9.06M | 0.01% | +64,809+3,990.7% | Added |
| Truist Financial Corp | 92,080 | $8.79M | 0.01% | +426+0.5% | Added |
| Claret Asset Management Corp | 87,422 | $8.35M | 1.20% | +87,422 | New |
| Swiss Life Asset Management Ltd | 87,184 | $8.33M | 0.06% | +21,487+32.7% | Added |
| Utah Retirement Systems | 81,172 | $7.75M | 0.09% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 74,363 | $7.11M | 0.00% | −2,400−3.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 74,131 | $7.09M | 2.07% | +5,191+7.5% | Added |
| Citadel Advisors LLC | 70,829 | $6.76M | 0.01% | +6,567+10.2% | Added |
| Public Sector Pension Investment Board | 70,318 | $6.71M | 0.03% | +300+0.4% | Added |
| St Germain D J Co Inc | 68,820 | $6.57M | 0.31% | −4,402−6.0% | Reduced |
| Maryland State Retirement & Pension System | 68,377 | $6.53M | 0.16% | +25,284+58.7% | Added |
| Public Employees Retirement System of Ohio | 65,966 | $6.30M | 0.02% | −3,266−4.7% | Reduced |
| PEAK6 LLC | 65,876 | $6.29M | 0.25% | +65,876 | New |
| Avanza Fonder AB | 44,232 | $6.18M | 0.20% | +1,900+4.5% | Added |
| Ameriprise Financial Inc | 52,533 | $5.97M | 0.00% | +613+1.2% | Added |
| Zions Bancorporation, National Association | 61,130 | $5.84M | 0.37% | +61,130 | New |
| Gulf International Bank (UK) Ltd | 41,902 | $5.76M | 0.20% | +40,403+2,695.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 59,336 | $5.67M | 0.01% | −61−0.1% | Reduced |
| M&T Bank Corp | 58,420 | $5.58M | 0.02% | −1,045−1.8% | Reduced |
| Alliancebernstein L.P. | 57,800 | $5.52M | 0.00% | +3,269+6.0% | Added |
| PCJ Investment Counsel Ltd. | 56,870 | $5.43M | 2.12% | +12,830+29.1% | Added |
| Cetera Investment Advisers | 55,872 | $5.34M | 0.01% | +127+0.2% | Added |
| Northwest Bancshares, Inc. | 55,556 | $5.31M | 0.98% | −1,163−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 55,150 | $5.27M | 0.01% | −524−0.9% | Reduced |
| Ossiam | 52,468 | $5.01M | 0.07% | −1,147−2.1% | Reduced |
| Dana Investment Advisors, Inc. | 52,258 | $4.99M | 0.18% | −950−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 52,135 | $4.98M | 0.06% | −240.0% | Reduced |
| Romano Brothers and Company | 51,433 | $4.91M | 0.64% | −500−1.0% | Reduced |
| Natixis Advisors, L.P. | 51,179 | $4.89M | 0.01% | +15,004+41.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 50,807 | $4.85M | 0.02% | +6,398+14.4% | Added |
| Mariner, LLC | 49,668 | $4.74M | 0.01% | −510−1.0% | Reduced |
| Creative Planning | 49,304 | $4.71M | 0.00% | +3,304+7.2% | Added |
| Allianz Asset Management GmbH | 48,427 | $4.62M | 0.01% | +2,009+4.3% | Added |
| Ensign Peak Advisors, Inc | 47,229 | $4.51M | 0.01% | −4,500−8.7% | Reduced |
| Bridgewater Associates, LP | 46,941 | $4.48M | 0.02% | +46,941 | New |
| Renaissance Technologies LLC | 45,195 | $4.32M | 0.01% | +45,195 | New |
| Rathbone Brothers plc | 42,354 | $4.04M | 0.02% | −189−0.4% | Reduced |
| K.J. Harrison & Partners Inc | 39,703 | $3.80M | 0.74% | −35−0.1% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 26,647 | $3.66M | 1.16% | +906+3.5% | Added |
| Baird Financial Group, Inc. | 36,341 | $3.47M | 0.01% | −516−1.4% | Reduced |
| Royal London Asset Management Ltd | 36,075 | $3.45M | 0.01% | +36,075 | New |
| MML Investors Services, LLC | 34,171 | $3.26M | 0.01% | +810+2.4% | Added |
| Pinnacle Associates Ltd | 33,626 | $3.21M | 0.05% | +26+0.1% | Added |
| Vertex Planning Partners, LLC | 31,959 | $3.05M | 0.67% | −6,031−15.9% | Reduced |
| Rodgers Brothers Inc. | 31,900 | $3.05M | 0.41% | +1,000+3.2% | Added |
| Tower Research Capital LLC (TRC) | 30,671 | $2.93M | 0.09% | +25,557+499.7% | Added |
| Harvest Portfolios Group Inc. | 30,644 | $2.93M | 0.09% | −44−0.1% | Reduced |
| Davenport & Co LLC | 30,023 | $2.87M | 0.02% | +1,042+3.6% | Added |
| Silver Lake Advisory, LLC | 28,381 | $2.71M | 1.18% | −360−1.3% | Reduced |
| Union Bancaire Privee, UBP SA | 27,944 | $2.71M | 0.05% | −5,214−15.7% | Reduced |
| Metis Global Partners, LLC | 25,819 | $2.47M | 0.07% | −1,365−5.0% | Reduced |
| US Bancorp | 24,948 | $2.38M | 0.00% | −309−1.2% | Reduced |
| Assenagon Asset Management S.A. | 24,620 | $2.35M | 0.00% | −24,813−50.2% | Reduced |
| The PNC Financial Services Group, Inc. | 24,518 | $2.34M | 0.00% | +197+0.8% | Added |
| XTX Topco Ltd | 24,453 | $2.34M | 0.12% | +18,565+315.3% | Added |
| Janney Montgomery Scott LLC | 24,285 | $2.32M | 0.01% | −673−2.7% | Reduced |
| Genus Capital Management Inc. | 24,165 | $2.31M | 0.33% | +24,165 | New |
| 111 Capital | 24,141 | $2.31M | 0.44% | +24,141 | New |
| United Services Automobile Association | 24,153 | $2.30M | 0.07% | +355+1.5% | Added |
| ASR Vermogensbeheer N.V. | 23,855 | $2.28M | 0.03% | +23,855 | New |
| TD Private Client Wealth LLC | 23,817 | $2.27M | 0.06% | +1,035+4.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $2.27M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 23,142 | $2.21M | 0.00% | −1,674−6.7% | Reduced |
| Private Advisor Group, LLC | 22,439 | $2.14M | 0.01% | +1,068+5.0% | Added |
| HighTower Advisors, LLC | 22,228 | $2.12M | 0.00% | −68−0.3% | Reduced |
| Gold Investment Management Ltd. | 22,217 | $2.12M | 0.90% | +1,069+5.1% | Added |
| Crossmark Global Holdings, Inc. | 22,012 | $2.10M | 0.04% | −2,118−8.8% | Reduced |
| Quantinno Capital Management LP | 20,818 | $1.99M | 0.01% | +4,603+28.4% | Added |
| Quadrant Capital Group LLC | 20,519 | $1.96M | 0.07% | +19,186+1,439.3% | Added |
| Carnegie Capital Asset Management, LLC | 22,040 | $1.94M | 0.05% | +22,040 | New |
| UniSuper Management Pty Ltd | 14,000 | $1.92M | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 19,985 | $1.91M | 0.27% | −155−0.8% | Reduced |
| Credit Agricole S A | 19,899 | $1.90M | 0.01% | +1,118+6.0% | Added |
| Dynamic Technology Lab Private Ltd | 19,750 | $1.89M | 0.27% | +19,750 | New |
| Two Sigma Advisers, LP | 19,098 | $1.82M | 0.00% | −144,300−88.3% | Reduced |
| Algert Global LLC | 19,009 | $1.82M | 0.04% | +1,500+8.6% | Added |
| JustInvest LLC | 19,018 | $1.82M | 0.03% | −2,569−11.9% | Reduced |
| Columbus Macro, LLC | 18,463 | $1.76M | 0.23% | −58−0.3% | Reduced |
| Employees Provident Fund Board | 18,200 | $1.74M | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 18,153 | $1.73M | 0.06% | +212+1.2% | Added |
| Naples Global Advisors, LLC | 17,965 | $1.72M | 0.16% | −250−1.4% | Reduced |
| CI Private Wealth, LLC | 17,417 | $1.66M | 0.00% | −5,962−25.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,384 | $1.66M | 0.01% | −2,228−11.4% | Reduced |