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 |
|---|---|---|---|---|---|
| Enterprise Bank & Trust Co | 2,920 | $323.0K | 0.12% | 00.0% | Unchanged |
| Lantz Financial LLC | 2,926 | $323.7K | 0.08% | +31+1.1% | Added |
| Five Oceans Advisors | 2,942 | $325.5K | 0.14% | −114−3.7% | Reduced |
| Bridgewater Advisors Inc. | 2,877 | $326.0K | 0.02% | +5+0.2% | Added |
| Versant Capital Management, Inc | 2,981 | $329.8K | 0.05% | +62+2.1% | Added |
| Cherokee Insurance Co | 3,005 | $332.4K | 0.15% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,022 | $334.3K | 0.02% | −8−0.3% | Reduced |
| Mediolanum International Funds Ltd | 3,055 | $334.5K | 0.00% | −699−18.6% | Reduced |
| HRT Financial LP | 3,049 | $337.0K | 0.00% | −117−3.7% | Reduced |
| Stephens Inc | 3,064 | $339.0K | 0.00% | −92−2.9% | Reduced |
| Diversified Trust Co | 3,068 | $339.4K | 0.01% | +72+2.4% | Added |
| Wedbush Securities Inc | 3,091 | $342.0K | 0.01% | +132+4.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,094 | $342.3K | 0.05% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,110 | $344.0K | 0.20% | +3,110 | New |
| Brown Brothers Harriman & Co | 3,167 | $350.4K | 0.00% | +88+2.9% | Added |
| AE Wealth Management LLC | 3,182 | $352.0K | 0.00% | +216+7.3% | Added |
| Danske Bank A/S | 3,229 | $356.5K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,283 | $363.2K | 0.01% | +117+3.7% | Added |
| EverSource Wealth Advisors, LLC | 3,303 | $365.4K | 0.02% | +1,021+44.7% | Added |
| Brighton Jones LLC | 3,307 | $365.8K | 0.01% | +42+1.3% | Added |
| CWM, LLC | 3,313 | $367.0K | 0.00% | +55+1.7% | Added |
| Vantage Financial Partners, LLC | 3,330 | $368.4K | 0.09% | +5+0.2% | Added |
| VestGen Advisors, LLC | 3,374 | $373.3K | 0.01% | +2+0.1% | Added |
| Prospera Financial Services Inc | 3,383 | $374.3K | 0.01% | +348+11.5% | Added |
| Keudell/Morrison Wealth Management | 3,391 | $375.1K | 0.08% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,410 | $377.0K | 0.03% | −91−2.6% | Reduced |
| David R. Rahn & Associates Inc. | 3,425 | $378.9K | 0.10% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,465 | $383.3K | 0.05% | −521−13.1% | Reduced |
| Fifth Third Bancorp | 3,471 | $384.0K | 0.00% | −24−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 3,475 | $384.4K | 0.00% | +193+5.9% | Added |
| Kovitz Investment Group Partners, LLC | 3,497 | $386.9K | 0.00% | +150+4.5% | Added |
| Puzo Michael J | 3,500 | $387.2K | 0.11% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 3,539 | $391.5K | 0.01% | −1,217−25.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,558 | $393.6K | 0.06% | 00.0% | Unchanged |
| Intrust Bank NA | 3,603 | $398.6K | 0.04% | +1,322+58.0% | Added |
| Beverly Hills Private Wealth, LLC | 3,636 | $402.2K | 0.08% | −241−6.2% | Reduced |
| MQS Management LLC | 3,692 | $408.4K | 0.23% | −2,008−35.2% | Reduced |
| Quilter Plc | 3,710 | $411.4K | 0.01% | −60−1.6% | Reduced |
| Nwam LLC | 3,774 | $416.8K | 0.02% | −109−2.8% | Reduced |
| MAI Capital Management | 3,790 | $419.3K | 0.00% | +248+7.0% | Added |
| Cary Street Partners Financial LLC | 3,809 | $421.4K | 0.01% | +17+0.4% | Added |
| West Family Investments, Inc. | 3,810 | $421.5K | 0.11% | +1,533+67.3% | Added |
| Crescent Grove Advisors, LLC | 3,839 | $424.7K | 0.04% | −990−20.5% | Reduced |
| Watershed Private Wealth LLC | 4,000 | $442.5K | 0.16% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,001 | $442.7K | 0.13% | −446−10.0% | Reduced |
| Davis-Rea Ltd. | 4,003 | $443.1K | 0.11% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,158 | $460.0K | 0.00% | −371−8.2% | Reduced |
| BNP Paribas Arbitrage, SA | 4,176 | $462.0K | 0.00% | +2,109+102.0% | Added |
| KLCM Advisors, Inc. | 4,183 | $462.8K | 0.05% | −752−15.2% | Reduced |
| Sequoia Financial Advisors, LLC | 4,272 | $472.6K | 0.00% | +475+12.5% | Added |
| Evergreen Capital Management LLC | 4,309 | $476.7K | 0.01% | −1,562−26.6% | Reduced |
| PDS Planning, Inc | 4,335 | $479.6K | 0.04% | +279+6.9% | Added |
| Frank, Rimerman Advisors LLC | 4,357 | $482.0K | 0.03% | +4,357 | New |
| Biltmore Family Office, LLC | 4,360 | $482.3K | 0.08% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,375 | $484.0K | 0.14% | +50+1.2% | Added |
| First Citizens Bank & Trust Co | 4,464 | $493.9K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $495.2K | 0.10% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,478 | $495.4K | 0.05% | +9+0.2% | Added |
| Ellenbecker Investment Group | 4,505 | $498.5K | 0.08% | 00.0% | Unchanged |
| Code Waechter LLC | 4,552 | $503.6K | 0.36% | +1,600+54.2% | Added |
| Forum Financial Management, LP | 4,558 | $504.3K | 0.01% | −1,200−20.8% | Reduced |
| Sand Hill Global Advisors, LLC | 4,569 | $505.5K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,572 | $505.8K | 0.01% | −145−3.1% | Reduced |
| Umb Bank N A | 4,594 | $508.2K | 0.01% | −8,809−65.7% | Reduced |
| Park Avenue Securities LLC | 4,599 | $509.0K | 0.00% | +4,599 | New |
| Patrick M Sweeney & Associates, Inc | 4,508 | $510.4K | 0.35% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,723 | $522.5K | 0.01% | +2,007+73.9% | Added |
| Steward Partners Investment Advisory, LLC | 4,742 | $524.6K | 0.00% | −530−10.1% | Reduced |
| Merit Financial Group, LLC | 4,756 | $526.2K | 0.01% | −143−2.9% | Reduced |
| Prudential Financial Inc | 4,770 | $527.7K | 0.00% | 00.0% | Unchanged |
| Midwest Trust Co | 4,848 | $536.3K | 0.01% | +4,848 | New |
| Pensionmark Financial Group, LLC | 4,972 | $550.1K | 0.01% | −20−0.4% | Reduced |
| Tradition Wealth Management, LLC | 5,079 | $561.9K | 0.04% | +215+4.4% | Added |
| Glenmede Investment Management, LP | 5,089 | $563.0K | 0.00% | +5,089 | New |
| David Loasby | 5,256 | $582.5K | 0.05% | −1,890−26.4% | Reduced |
| Nebula Research & Development LLC | 5,423 | $599.9K | 0.05% | +1,255+30.1% | Added |
| Pacifica Partners Inc. | 5,560 | $607.3K | 0.25% | −100−1.8% | Reduced |
| Great Valley Advisor Group, Inc. | 5,515 | $610.6K | 0.01% | −1,096−16.6% | Reduced |
| International Assets Investment Management, LLC | 585,236 | $611.9K | 0.05% | +585,236 | New |
| J. Safra Sarasin Holding AG | 5,605 | $619.9K | 0.01% | +65+1.2% | Added |
| Ipswich Investment Management Co., Inc. | 5,610 | $620.6K | 0.15% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,655 | $625.6K | 0.00% | −181−3.1% | Reduced |
| Tacita Capital Inc | 5,737 | $635.6K | 0.41% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 5,868 | $649.2K | 0.03% | +237+4.2% | Added |
| Reuter James Wealth Management, LLC | 5,882 | $650.7K | 0.10% | −185−3.0% | Reduced |
| Savant Capital, LLC | 5,896 | $652.3K | 0.00% | +2,462+71.7% | Added |
| Versor Investments LP | 5,950 | $659.9K | 0.12% | +5,950 | New |
| Harbour Trust & Investment Management Co | 5,975 | $661.0K | 0.07% | −365−5.8% | Reduced |
| Busey Wealth Management | 6,026 | $666.7K | 0.02% | −51−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,075 | $672.1K | 0.04% | +8+0.1% | Added |
| Midland Wealth Advisors LLC | 6,200 | $685.9K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,224 | $688.6K | 0.00% | −397−6.0% | Reduced |
| Atomi Financial Group, Inc. | 6,435 | $711.9K | 0.03% | −1,292−16.7% | Reduced |
| Wealthspire Advisors, LLC | 6,446 | $713.2K | 0.00% | +216+3.5% | Added |
| Ontario Teachers Pension Plan Board | 6,504 | $721.2K | 0.01% | +6,504 | New |
| Marshall Wace, LLP | 6,582 | $728.2K | 0.00% | −2,233−25.3% | Reduced |
| Ti-Trust, Inc | 6,692 | $740.3K | 0.50% | 00.0% | Unchanged |
| Natixis | 6,739 | $745.5K | 0.00% | +467+7.4% | Added |
| Mairs & Power Inc | 6,746 | $746.3K | 0.01% | −100−1.5% | Reduced |
| Mercer Global Advisors Inc | 6,767 | $748.7K | 0.00% | −26−0.4% | Reduced |