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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 1,000 | $110.6K | 0.01% | +1,000 | New |
| Johnson Financial Group, Inc. | 1,030 | $114.0K | 0.01% | +962+1,414.7% | Added |
| GeoWealth Management, LLC | 1,078 | $119.3K | 0.00% | −720−40.0% | Reduced |
| Winthrop Capital Management, LLC | 1,089 | $120.0K | 0.03% | +1,089 | New |
| Retirement Wealth Solutions LLC | 1,086 | $120.1K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 1,114 | $123.2K | 0.01% | +13+1.2% | Added |
| Rhumbline Advisers | 1,157 | $128.0K | 0.00% | +96+9.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,595 | $144.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $154.9K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,404 | $155.3K | 0.04% | +204+17.0% | Added |
| Mount Yale Investment Advisors, LLC | 1,437 | $159.0K | 0.01% | +1,437 | New |
| CIBC Private Wealth Group, LLC | 1,499 | $165.8K | 0.00% | −9,126−85.9% | Reduced |
| Caldwell Trust Co | 1,500 | $165.9K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,500 | $165.9K | 0.01% | +1,500 | New |
| Greykasell Wealth Strategies, Inc. | 1,521 | $168.3K | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,541 | $170.5K | 0.00% | +1,541 | New |
| GAMMA Investing LLC | 1,604 | $177.5K | 0.01% | +34+2.2% | Added |
| Trifecta Capital Advisors, LLC | 1,700 | $188.1K | 0.03% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,700 | $188.1K | 0.13% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,739 | $192.4K | 0.12% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,806 | $199.8K | 0.01% | −39−2.1% | Reduced |
| Oarsman Capital, Inc. | 1,828 | $202.2K | 0.03% | +1,828 | New |
| Ethic Inc. | 1,873 | $204.4K | 0.00% | +1,873 | New |
| Savvy Advisors, Inc. | 1,867 | $206.5K | 0.01% | +1,867 | New |
| Oppenheimer Asset Management Inc. | 1,880 | $208.0K | 0.00% | +1,880 | New |
| Ameritas Advisory Services, LLC | 1,906 | $210.8K | 0.01% | −745−28.1% | Reduced |
| Atlantic Family Wealth, LLC | 1,907 | $211.0K | 0.18% | +1,907 | New |
| Verition Fund Management LLC | 1,910 | $211.3K | 0.00% | +1,910 | New |
| Landaas & Co | 1,918 | $212.0K | 0.05% | +1,918 | New |
| MSH Capital Advisors LLC | 1,925 | $213.0K | 0.06% | +1,925 | New |
| FORM Wealth Advisors, LLC | 1,932 | $213.7K | 0.03% | +1,932 | New |
| Greenleaf Trust | 1,952 | $215.9K | 0.00% | −238−10.9% | Reduced |
| First Affirmative Financial Network | 1,956 | $216.4K | 0.11% | +1,956 | New |
| Ieq Capital, LLC | 1,963 | $217.1K | 0.00% | +1,963 | New |
| Sagespring Wealth Partners, LLC | 1,964 | $217.2K | 0.00% | +1,964 | New |
| Thompson Investment Management, Inc. | 1,969 | $217.8K | 0.03% | −555−22.0% | Reduced |
| Saxony Capital Management, LLC | 1,975 | $218.5K | 0.17% | +1,975 | New |
| Plancorp, LLC | 1,993 | $220.5K | 0.01% | −216−9.8% | Reduced |
| Bridges Investment Management Inc | 2,000 | $221.3K | 0.00% | +2,000 | New |
| Squarepoint Ops LLC | 2,010 | $222.4K | 0.00% | −5,681−73.9% | Reduced |
| Apollon Wealth Management, LLC | 2,011 | $222.5K | 0.00% | +2,011 | New |
| Allworth Financial LP | 2,027 | $224.3K | 0.00% | +290+16.7% | Added |
| SNS Financial Group, LLC | 2,063 | $228.2K | 0.02% | +2,063 | New |
| Evelyn Partners Investment Management LLP | 2,064 | $228.9K | 0.01% | −636−23.6% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $229.6K | 0.05% | +2,075 | New |
| Avant Financial Advisors LLC | 2,080 | $230.1K | 0.19% | +2,080 | New |
| 180 Wealth Advisors, LLC | 2,081 | $230.2K | 0.03% | +2,081 | New |
| Legacy Financial Advisors, Inc. | 2,093 | $231.5K | 0.04% | −293−12.3% | Reduced |
| Ausdal Financial Partners, Inc. | 2,100 | $232.4K | 0.02% | +5+0.2% | Added |
| Investors Research Corp | 2,102 | $232.5K | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 2,100 | $232.7K | 0.00% | +2,100 | New |
| Fox Run Management, L.L.C. | 2,116 | $234.1K | 0.04% | −637−23.1% | Reduced |
| Valeo Financial Advisors, LLC | 2,162 | $239.2K | 0.01% | −125−5.5% | Reduced |
| Cobblestone Capital Advisors LLC | 2,200 | $243.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,202 | $243.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,218 | $245.0K | 0.00% | +15+0.7% | Added |
| Tower Research Capital LLC (TRC) | 2,226 | $246.3K | 0.01% | −28,445−92.7% | Reduced |
| Chiron Capital Management, LLC | 2,250 | $248.9K | 0.22% | −710−24.0% | Reduced |
| Hilltop Holdings Inc. | 2,295 | $253.9K | 0.02% | −715−23.8% | Reduced |
| Townsend & Associates, Inc | 2,225 | $254.6K | 0.03% | 00.0% | Unchanged |
| Park National Corp | 2,325 | $257.2K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,328 | $257.5K | 0.02% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,336 | $258.4K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 2,373 | $259.0K | 0.00% | −1,672−41.3% | Reduced |
| Bridgewater Associates, LP | 2,348 | $259.7K | 0.00% | −44,593−95.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,368 | $261.9K | 0.01% | −852−26.5% | Reduced |
| North Star Investment Management Corp. | 2,389 | $264.3K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,400 | $265.5K | 0.00% | −104−4.2% | Reduced |
| Gill Capital Partners, LLC | 2,412 | $266.8K | 0.09% | +2,412 | New |
| Sciencast Management LP | 2,444 | $270.4K | 0.06% | +2,444 | New |
| Procyon Private Wealth Partners, LLC | 2,458 | $271.9K | 0.03% | −258−9.5% | Reduced |
| First Business Financial Services, Inc. | 2,492 | $275.7K | 0.02% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,500 | $276.6K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 2,500 | $276.6K | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,507 | $277.4K | 0.01% | −370−12.9% | Reduced |
| CVA Family Office, LLC | 2,512 | $277.9K | 0.04% | −13−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 2,518 | $278.6K | 0.00% | −130−4.9% | Reduced |
| Old National Bancorp | 2,542 | $281.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,563 | $283.5K | 0.00% | +2,563 | New |
| SkyView Investment Advisors, LLC | 2,599 | $284.0K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,616 | $289.1K | 0.00% | +112+4.5% | Added |
| Argent Trust Co | 2,634 | $291.4K | 0.01% | −158−5.7% | Reduced |
| Smith, Moore & Co. | 2,636 | $291.6K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,640 | $292.1K | 0.00% | +462+21.2% | Added |
| Fielder Capital Group LLC | 2,643 | $292.4K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,665 | $294.8K | 0.01% | −179−6.3% | Reduced |
| Archetype Wealth Partners | 2,672 | $296.0K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,701 | $299.7K | 0.12% | 00.0% | Unchanged |
| Terry L. Blaker | 2,716 | $300.5K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,721 | $301.0K | 0.01% | −50−1.8% | Reduced |
| Ascent Group, LLC | 2,756 | $304.9K | 0.01% | +92+3.5% | Added |
| Park Place Capital Corp | 2,750 | $306.1K | 0.07% | −6−0.2% | Reduced |
| Geneos Wealth Management Inc. | 2,783 | $307.9K | 0.01% | +1,089+64.3% | Added |
| Cozad Asset Management Inc | 2,797 | $309.4K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,800 | $309.8K | 0.00% | +2,751+5,614.3% | Added |
| Commerce Bank | 2,817 | $311.6K | 0.00% | −110−3.8% | Reduced |
| Annex Advisory Services, LLC | 2,819 | $311.9K | 0.01% | +562+24.9% | Added |
| Murphy & Mullick Capital Management Corp | 2,844 | $314.1K | 0.26% | −137−4.6% | Reduced |
| Magnus Financial Group LLC | 2,857 | $316.1K | 0.03% | −70−2.4% | Reduced |
| Vident Advisory, LLC | 2,888 | $319.6K | 0.00% | −958−24.9% | Reduced |