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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 2,498 | $239.5K | 0.06% | +2,498 | New |
| Guggenheim Capital LLC | 2,504 | $239.2K | 0.00% | +2,504 | New |
| Buckingham Strategic Partners | 2,504 | $239.2K | 0.00% | +2,504 | New |
| Perfromance Wealth Partners, LLC | 2,500 | $238.8K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 2,500 | $238.8K | 0.17% | +2,500 | New |
| First Business Financial Services, Inc. | 2,492 | $238.0K | 0.02% | +2,492 | New |
| TownSquare Capital, LLC | 2,485 | $237.3K | 0.00% | +175+7.6% | Added |
| SG Americas Securities, LLC | 2,410 | $230.0K | 0.00% | +2,410 | New |
| North Star Investment Management Corp. | 2,389 | $228.2K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,386 | $227.9K | 0.04% | +2,386 | New |
| Westwood Holdings Group Inc. | 2,336 | $223.1K | 0.00% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,328 | $222.3K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 2,325 | $222.1K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,287 | $218.4K | 0.01% | −578−20.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,282 | $218.0K | 0.01% | +768+50.7% | Added |
| Intrust Bank NA | 2,281 | $217.9K | 0.02% | +52+2.3% | Added |
| West Family Investments, Inc. | 2,277 | $217.5K | 0.08% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 2,257 | $215.6K | 0.01% | +25+1.1% | Added |
| Lido Advisors, LLC | 2,253 | $215.3K | 0.00% | −2,263−50.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,185 | $212.1K | 0.07% | 00.0% | Unchanged |
| Plancorp, LLC | 2,209 | $210.9K | 0.01% | +2,209 | New |
| Advisory Services Network, LLC | 2,203 | $210.4K | 0.00% | +2,203 | New |
| Bogart Wealth, LLC | 2,202 | $210.3K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,200 | $210.1K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 2,190 | $209.2K | 0.00% | +2,190 | New |
| RSM US Wealth Management LLC | 2,178 | $208.0K | 0.00% | +50+2.3% | Added |
| Townsend & Associates, Inc | 2,225 | $205.4K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 2,102 | $200.8K | 0.04% | +65+3.2% | Added |
| Ausdal Financial Partners, Inc. | 2,095 | $200.1K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,099 | $200.0K | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,067 | $197.4K | 0.00% | +1,628+370.8% | Added |
| NBT Bank N A | 2,012 | $192.2K | 0.01% | −43,824−95.6% | Reduced |
| SBI Securities Co., Ltd. | 1,845 | $176.2K | 0.01% | +355+23.8% | Added |
| GeoWealth Management, LLC | 1,798 | $171.7K | 0.01% | +643+55.7% | Added |
| Cromwell Holdings LLC | 1,739 | $166.1K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 1,737 | $165.7K | 0.00% | +30+1.8% | Added |
| Trifecta Capital Advisors, LLC | 1,700 | $162.4K | 0.03% | −600−26.1% | Reduced |
| Pinney & Scofield, Inc. | 1,700 | $162.4K | 0.12% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,694 | $161.8K | 0.01% | −276−14.0% | Reduced |
| GAMMA Investing LLC | 1,570 | $150.0K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 1,521 | $145.3K | 0.08% | +1,521 | New |
| Caldwell Trust Co | 1,500 | $143.3K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,595 | $138.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $133.7K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,385 | $132.3K | 0.03% | −103−6.9% | Reduced |
| Compass Wealth Management LLC | 1,240 | $118.4K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,200 | $114.6K | 0.04% | −1,093−47.7% | Reduced |
| Hexagon Capital Partners LLC | 1,128 | $107.7K | 0.02% | +81+7.7% | Added |
| Private Trust Co NA | 1,101 | $105.2K | 0.01% | +243+28.3% | Added |
| Retirement Wealth Solutions LLC | 1,086 | $103.7K | 0.08% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,073 | $102.5K | 0.08% | +1,073 | New |
| Rhumbline Advisers | 1,061 | $101.3K | 0.00% | +12+1.1% | Added |
| Mather Group, LLC. | 1,055 | $100.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,051 | $100.4K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $95.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $95.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 969 | $94.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $93.6K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 960 | $91.7K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 901 | $86.1K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 900 | $86.0K | 0.17% | +900 | New |
| Whittier Trust Co | 900 | $86.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 834 | $79.7K | 0.01% | −30−3.5% | Reduced |
| Ridgewood Investments LLC | 772 | $73.7K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 736 | $70.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 731 | $69.8K | 0.03% | −148−16.8% | Reduced |
| Massmutual Trust Co FSB | 713 | $68.1K | 0.00% | +33+4.9% | Added |
| Grove Bank & Trust | 710 | $67.8K | 0.01% | +200+39.2% | Added |
| Olistico Wealth, LLC | 700 | $66.9K | 0.04% | 00.0% | Unchanged |
| Garde Capital, Inc. | 682 | $65.1K | 0.00% | +682 | New |
| First Horizon Advisors, Inc. | 643 | $61.4K | 0.00% | +31+5.1% | Added |
| Montag & Caldwell, LLC | 617 | $58.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 600 | $57.6K | 0.00% | +600 | New |
| N.E.W. Advisory Services LLC | 557 | $53.2K | 0.00% | +557 | New |
| Central Trust Co | 550 | $52.5K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 505 | $48.2K | 0.01% | +405+405.0% | Added |
| JNBA Financial Advisors | 500 | $47.8K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 500 | $47.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 493 | $47.0K | 0.00% | +6+1.2% | Added |
| Huntington National Bank | 491 | $46.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 467 | $45.0K | 0.00% | +62+15.3% | Added |
| Wayfinding Financial, LLC | 469 | $44.0K | 0.02% | +469 | New |
| HM Payson & Co | 440 | $42.0K | 0.00% | +440 | New |
| CX Institutional | 441 | $42.0K | 0.00% | +441 | New |
| Truvestments Capital LLC | 408 | $39.0K | 0.01% | +408 | New |
| Strategic Investment Solutions, Inc. | 400 | $38.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $38.2K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 373 | $35.6K | 0.00% | +373 | New |
| Bayforest Capital Ltd | 359 | $34.3K | 0.01% | +359 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 350 | $33.5K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $33.4K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 344 | $32.9K | 0.01% | +11+3.3% | Added |
| IAG Wealth Partners, LLC | 335 | $32.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 294 | $28.1K | 0.00% | −19−6.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 273 | $26.1K | 0.02% | +190+228.9% | Added |
| Bank & Trust Co | 263 | $25.1K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 259 | $24.7K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $23.9K | 0.00% | −350−58.3% | Reduced |
| Vision Financial Markets LLC | 200 | $19.1K | 0.02% | −200−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 198 | $18.9K | 0.00% | 00.0% | Unchanged |