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, Q2 2025
Institutional positions in Bank of Montreal as of Jun 30, 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
- 565
- +16 vs. Q1 2025
- Shares held
- 349.7M
- +4.50M (+1.3%) vs. Q1 2025
- Total value
- $38.7B
- +$5.68B (+17.2%) vs. Q1 2025
- New holders
- 64
- 185 more added
- Sold out
- 48
- 197 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $102 | 0.00% | −899−99.9% | Reduced |
| High Note Wealth, LLC | 3 | $332 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $664 | 0.00% | −20−76.9% | Reduced |
| Pineridge Advisors LLC | 6 | $685 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 9 | $996 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 11 | $1.22K | 0.00% | +11 | New |
| Private Wealth Asset Management, LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.44K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $1.64K | 0.00% | −1−6.3% | Reduced |
| Valley National Advisers Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 23 | $2.54K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 23 | $2.54K | 0.00% | +18+360.0% | Added |
| Parkside Financial Bank & Trust | 23 | $2.54K | 0.00% | +23 | New |
| CoreCap Advisors, LLC | 24 | $2.67K | 0.00% | −40−62.5% | Reduced |
| Stephenson National Bank & Trust | 25 | $2.77K | 0.00% | +25 | New |
| Western Pacific Wealth Management, LP | 32 | $3.54K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 35 | $3.91K | 0.00% | +35 | New |
| Whittier Trust Co of Nevada Inc | 40 | $4.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $4.42K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $4.65K | 0.00% | −151−78.2% | Reduced |
| Christopher J. Hasenberg, Inc | 43 | $4.76K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 46 | $5.09K | 0.00% | +3+7.0% | Added |
| Financial Perspectives, Inc | 47 | $5.25K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $5.53K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 55 | $6.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 56 | $6.20K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 65 | $7.19K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 69 | $7.63K | 0.00% | +45+187.5% | Added |
| Signature Resources Capital Management, LLC | 71 | $7.86K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 79 | $8.74K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 86 | $9.41K | 0.00% | +86 | New |
| Hemington Wealth Management | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 91 | $10.1K | 0.00% | +50+122.0% | Added |
| Cornerstone Planning Group LLC | 93 | $10.4K | 0.00% | +35+60.3% | Added |
| TruNorth Capital Management, LLC | 100 | $11.1K | 0.00% | −405−80.2% | Reduced |
| MCF Advisors LLC | 110 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 120 | $13.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $13.4K | 0.00% | −77−38.9% | Reduced |
| Tradewinds Capital Management, LLC | 125 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 126 | $13.9K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 130 | $14.4K | 0.01% | +1+0.8% | Added |
| Caitong International Asset Management Co., Ltd | 131 | $14.5K | 0.01% | −942−87.8% | Reduced |
| Addison Advisors LLC | 132 | $14.6K | 0.00% | −212−61.6% | Reduced |
| WFA Asset Management Corp | 181 | $15.2K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 143 | $15.8K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 144 | $16.3K | 0.01% | +144 | New |
| LRI Investments, LLC | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 159 | $17.6K | 0.00% | +159 | New |
| Walleye Capital LLC | 164 | $18.1K | 0.00% | +14+9.3% | Added |
| Financial Management Professionals, Inc. | 173 | $19.1K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 175 | $19.4K | 0.01% | +93+113.4% | Added |
| Bruce G. Allen Investments, LLC | 178 | $19.7K | 0.01% | 00.0% | Unchanged |
| Trust Co | 188 | $20.8K | 0.00% | +188 | New |
| Smartleaf Asset Management LLC | 196 | $21.4K | 0.00% | +26+15.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 223 | $24.7K | 0.01% | +223 | New |
| WFA of San Diego, LLC | 250 | $27.7K | 0.02% | +250 | New |
| 1620 Investment Advisors, Inc. | 259 | $28.7K | 0.02% | 00.0% | Unchanged |
| Bank & Trust Co | 263 | $29.1K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 266 | $29.4K | 0.00% | −28−9.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 279 | $30.9K | 0.01% | +6+2.2% | Added |
| IAG Wealth Partners, LLC | 335 | $37.1K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $38.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 350 | $38.7K | 0.01% | +100+40.0% | Added |
| Harbor Asset Planning, Inc. | 352 | $39.0K | 0.04% | +352 | New |
| Capital Analysts, LLC | 383 | $42.0K | 0.00% | −84−18.0% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $44.3K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $44.3K | 0.04% | +200+100.0% | Added |
| Truvestments Capital LLC | 408 | $45.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 420 | $46.5K | 0.01% | +20+5.0% | Added |
| CX Institutional | 441 | $49.0K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 260 | $53.1K | 0.00% | +260 | New |
| Rothschild Investment LLC | 498 | $55.1K | 0.00% | +5+1.0% | Added |
| JNBA Financial Advisors | 500 | $55.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 500 | $55.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 530 | $58.6K | 0.00% | +39+7.9% | Added |
| Headlands Technologies LLC | 549 | $60.7K | 0.01% | +549 | New |
| Central Trust Co | 550 | $60.8K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 551 | $61.0K | 0.01% | −6−1.1% | Reduced |
| Massmutual Trust Co FSB | 586 | $64.8K | 0.00% | −127−17.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $66.2K | 0.02% | +250+71.4% | Added |
| First Horizon Advisors, Inc. | 614 | $67.9K | 0.00% | −29−4.5% | Reduced |
| Montag & Caldwell, LLC | 617 | $68.3K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 651 | $72.0K | 0.00% | −318−32.8% | Reduced |
| Garde Capital, Inc. | 682 | $75.5K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 700 | $77.4K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 710 | $78.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 735 | $81.3K | 0.04% | +4+0.5% | Added |
| Bayforest Capital Ltd | 735 | $81.3K | 0.04% | +376+104.7% | Added |
| DHJJ Financial Advisors, Ltd. | 736 | $81.4K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 758 | $83.9K | 0.00% | −293−27.9% | Reduced |
| HM Payson & Co | 762 | $84.3K | 0.00% | +322+73.2% | Added |
| Ridgewood Investments LLC | 772 | $85.4K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 834 | $92.3K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 880 | $97.0K | 0.01% | +880 | New |
| Whittier Trust Co | 900 | $99.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 901 | $99.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 960 | $106.2K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 980 | $108.4K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $110.6K | 0.01% | 00.0% | Unchanged |