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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 17,200 | $1.64M | 0.00% | −100−0.6% | Reduced |
| Atria Investments LLC | 15,933 | $1.52M | 0.02% | −15−0.1% | Reduced |
| Gries Financial LLC | 15,461 | $1.48M | 0.29% | −1,051−6.4% | Reduced |
| First Bank & Trust | 15,214 | $1.45M | 0.28% | +3,616+31.2% | Added |
| Assetmark, Inc | 15,087 | $1.44M | 0.00% | +1,925+14.6% | Added |
| CenterBook Partners LP | 14,664 | $1.40M | 0.09% | +14,664 | New |
| Fulton Bank, N.A. | 14,442 | $1.38M | 0.06% | −55−0.4% | Reduced |
| State of Wyoming | 14,254 | $1.36M | 0.18% | +10,029+237.4% | Added |
| TCW Group Inc | 14,023 | $1.34M | 0.01% | +14,023 | New |
| Curbstone Financial Management Corp | 13,834 | $1.32M | 0.28% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 13,550 | $1.29M | 0.10% | −352−2.5% | Reduced |
| Cigna Investments Inc | 13,426 | $1.28M | 0.24% | −80−0.6% | Reduced |
| Umb Bank N A | 13,403 | $1.28M | 0.02% | +1,895+16.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,285 | $1.27M | 0.01% | +5,144+63.2% | Added |
| Shell Asset Management Co | 13,191 | $1.26M | 0.06% | −500−3.7% | Reduced |
| IFG Advisory, LLC | 12,858 | $1.23M | 0.07% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 12,689 | $1.21M | 0.23% | +39+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 12,530 | $1.20M | 0.00% | −302−2.4% | Reduced |
| Texas Yale Capital Corp. | 12,488 | $1.19M | 0.05% | +1,070+9.4% | Added |
| Associated Banc-Corp | 12,320 | $1.18M | 0.04% | −160−1.3% | Reduced |
| Cerity Partners LLC | 12,197 | $1.16M | 0.00% | +1,281+11.7% | Added |
| Ritholtz Wealth Management | 12,123 | $1.16M | 0.03% | −2,349−16.2% | Reduced |
| Acadian Asset Management LLC | 12,000 | $1.14M | 0.00% | +4,758+65.7% | Added |
| State Street Corp | 11,531 | $1.10M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,512 | $1.10M | 0.00% | −241−2.1% | Reduced |
| Raleigh Capital Management Inc. | 11,379 | $1.09M | 0.49% | +507+4.7% | Added |
| Advisors Asset Management, Inc. | 11,148 | $1.06M | 0.02% | +1,370+14.0% | Added |
| Turn8 Private Wealth Inc. | 10,905 | $1.04M | 0.81% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,741 | $1.03M | 0.02% | −88−0.8% | Reduced |
| Ignite Planners, LLC | 10,570 | $1.02M | 0.20% | −210−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,344 | $988.0K | 0.00% | −511−4.7% | Reduced |
| Cubist Systematic Strategies, LLC | 10,206 | $978.4K | 0.01% | +10,206 | New |
| Keybank National Association | 10,229 | $977.0K | 0.00% | −1,098−9.7% | Reduced |
| Smithfield Trust Co | 9,766 | $934.0K | 0.05% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,625 | $931.2K | 0.00% | +2,985+39.1% | Added |
| Capital World Investors | 9,749 | $931.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,684 | $924.9K | 0.07% | +44+0.5% | Added |
| Barclays PLC | 9,670 | $923.6K | 0.00% | +4,909+103.1% | Added |
| Berger Financial Group, Inc | 9,611 | $917.9K | 0.06% | −216−2.2% | Reduced |
| Yousif Capital Management, LLC | 9,591 | $916.0K | 0.01% | 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 |
| First American Bank | 9,360 | $894.0K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,002 | $859.7K | 0.03% | +32+0.4% | Added |
| Marshall Wace, LLP | 8,815 | $841.9K | 0.00% | +8,815 | New |
| Journey Strategic Wealth LLC | 8,727 | $833.5K | 0.03% | +7+0.1% | Added |
| Captrust Financial Advisors | 8,448 | $806.9K | 0.00% | +123+1.5% | Added |
| Louisbourg Investments Inc. | 8,428 | $805.6K | 0.22% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,432 | $803.3K | 0.00% | +599+7.6% | Added |
| Candriam Luxembourg S.C.A. | 8,309 | $793.3K | 0.00% | −3,698−30.8% | Reduced |
| North Star Asset Management Inc | 8,174 | $780.7K | 0.04% | −248−2.9% | Reduced |
| Wealth Alliance | 8,146 | $778.0K | 0.09% | +142+1.8% | Added |
| Ashton Thomas Private Wealth, LLC | 7,870 | $751.6K | 0.03% | −771−8.9% | Reduced |
| Atomi Financial Group, Inc. | 7,727 | $738.0K | 0.03% | +1,018+15.2% | Added |
| Squarepoint Ops LLC | 7,691 | $734.6K | 0.00% | +2,237+41.0% | Added |
| Centiva Capital, LP | 7,665 | $732.1K | 0.04% | +7,665 | New |
| Jefferies Financial Group Inc. | 7,492 | $715.6K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 7,460 | $712.5K | 0.00% | −67−0.9% | Reduced |
| Baskin Financial Services Inc. | 7,428 | $709.0K | 0.06% | +4,256+134.2% | Added |
| Avantax Advisory Services, Inc. | 7,253 | $692.7K | 0.00% | +507+7.5% | Added |
| Vaughan & Co Securities, Inc. | 7,222 | $689.8K | 0.43% | −168−2.3% | Reduced |
| Twin Tree Management, LP | 7,039 | $672.3K | 0.01% | −31,261−81.6% | Reduced |
| Benjamin Edwards Inc | 6,997 | $668.3K | 0.01% | +352+5.3% | Added |
| Harbour Investments, Inc. | 6,993 | $667.9K | 0.02% | +48+0.7% | Added |
| Mairs & Power Inc | 6,846 | $653.9K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 6,837 | $653.0K | 0.05% | +359+5.5% | Added |
| Mercer Global Advisors Inc | 6,793 | $648.8K | 0.00% | +493+7.8% | Added |
| Ti-Trust, Inc | 6,692 | $639.2K | 0.42% | 00.0% | Unchanged |
| David Loasby | 7,146 | $635.9K | 0.06% | −409−5.4% | Reduced |
| D.A. Davidson & Co. | 6,621 | $632.4K | 0.01% | −1,821−21.6% | Reduced |
| Great Valley Advisor Group, Inc. | 6,611 | $631.4K | 0.01% | +400+6.4% | Added |
| Pacer Advisors, Inc. | 6,453 | $616.3K | 0.00% | +186+3.0% | Added |
| JCIC Asset Management Inc. | 6,348 | $606.3K | 0.25% | +6,348 | New |
| Harbour Trust & Investment Management Co | 6,340 | $605.5K | 0.07% | 00.0% | Unchanged |
| Natixis | 6,272 | $596.8K | 0.00% | +1,140+22.2% | Added |
| Wealthspire Advisors, LLC | 6,230 | $595.1K | 0.00% | −125−2.0% | Reduced |
| Midland Wealth Advisors LLC | 6,200 | $592.2K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 6,077 | $580.4K | 0.02% | +77+1.3% | Added |
| Dorsey & Whitney Trust CO LLC | 6,067 | $579.5K | 0.03% | +5+0.1% | Added |
| Reuter James Wealth Management, LLC | 6,067 | $579.5K | 0.10% | −9−0.1% | Reduced |
| Kestra Advisory Services, LLC | 6,018 | $574.8K | 0.00% | −562−8.5% | Reduced |
| Evergreen Capital Management LLC | 5,871 | $560.7K | 0.02% | +35+0.6% | Added |
| Tiaa Trust, National Association | 5,836 | $557.4K | 0.00% | −2,196−27.3% | Reduced |
| Forum Financial Management, LP | 5,758 | $549.9K | 0.01% | +5,758 | New |
| AQR Capital Management LLC | 5,742 | $548.4K | 0.00% | +2,673+87.1% | Added |
| Tacita Capital Inc | 5,737 | $548.1K | 0.39% | +5,000+678.4% | Added |
| MQS Management LLC | 5,700 | $544.4K | 0.31% | +5,700 | New |
| Pacifica Partners Inc. | 5,660 | $544.4K | 0.25% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,631 | $536.3K | 0.03% | +255+4.7% | Added |
| Ipswich Investment Management Co., Inc. | 5,610 | $535.8K | 0.13% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 5,540 | $529.0K | 0.01% | +5,540 | New |
| Steward Partners Investment Advisory, LLC | 5,272 | $503.5K | 0.00% | +654+14.2% | Added |
| Boston Private Wealth LLC | 5,259 | $502.3K | 0.02% | +83+1.6% | Added |
| Pensionmark Financial Group, LLC | 4,992 | $476.8K | 0.01% | +29+0.6% | Added |
| KLCM Advisors, Inc. | 4,935 | $471.3K | 0.06% | +397+8.7% | Added |
| Merit Financial Group, LLC | 4,899 | $467.9K | 0.01% | +879+21.9% | Added |
| Blair William & Co | 4,884 | $466.5K | 0.00% | −3,221−39.7% | Reduced |
| Tradition Wealth Management, LLC | 4,864 | $464.6K | 0.04% | 00.0% | Unchanged |
| Financial Counselors Inc | 4,848 | $463.0K | 0.01% | −37−0.8% | Reduced |
| Crescent Grove Advisors, LLC | 4,829 | $461.2K | 0.05% | −120−2.4% | Reduced |