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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 6,805 | $752.6K | 0.00% | −1,504−18.1% | Reduced |
| Baskin Financial Services Inc. | 6,872 | $761.0K | 0.06% | −556−7.5% | Reduced |
| Colony Group, LLC | 6,926 | $766.2K | 0.00% | −534−7.2% | Reduced |
| Harbour Investments, Inc. | 7,023 | $777.0K | 0.02% | +30+0.4% | Added |
| Syon Capital LLC | 7,029 | $777.6K | 0.05% | +192+2.8% | Added |
| Vaughan & Co Securities, Inc. | 7,177 | $794.0K | 0.46% | −45−0.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,420 | $820.9K | 0.01% | +7,420 | New |
| WoodTrust Financial Corp | 4,660 | $827.0K | 0.12% | +1,672+56.0% | Added |
| Jefferies Financial Group Inc. | 7,492 | $828.8K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,601 | $840.9K | 0.03% | −269−3.4% | Reduced |
| Kestra Advisory Services, LLC | 7,638 | $845.0K | 0.00% | +1,620+26.9% | Added |
| Aigen Investment Management, LP | 5,616 | $847.5K | 0.12% | +5,616 | New |
| Y-Intercept (Hong Kong) Ltd | 8,076 | $893.4K | 0.02% | +8,076 | New |
| Avantax Advisory Services, Inc. | 8,103 | $896.5K | 0.00% | +850+11.7% | Added |
| Wealth Alliance | 8,173 | $904.2K | 0.10% | +27+0.3% | Added |
| North Star Asset Management Inc | 8,174 | $904.3K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,229 | $910.4K | 0.00% | −219−2.6% | Reduced |
| Louisbourg Investments Inc. | 8,428 | $932.3K | 0.22% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 8,453 | $935.2K | 0.01% | +1,456+20.8% | Added |
| Journey Strategic Wealth LLC | 8,738 | $966.7K | 0.03% | +11+0.1% | Added |
| Advisors Asset Management, Inc. | 8,896 | $984.2K | 0.02% | −2,252−20.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,198 | $1.02M | 0.00% | +9,198 | New |
| First American Bank | 9,360 | $1.04M | 0.07% | 00.0% | Unchanged |
| Blair William & Co | 9,475 | $1.05M | 0.00% | +4,591+94.0% | Added |
| Resources Management Corp | 9,485 | $1.05M | 0.14% | −10,500−52.5% | Reduced |
| Berger Financial Group, Inc | 9,531 | $1.05M | 0.07% | −80−0.8% | Reduced |
| Independent Advisor Alliance | 9,555 | $1.06M | 0.03% | +553+6.1% | Added |
| Pinebridge Investments, L.P. | 7,022 | $1.06M | 0.01% | +3,807+118.4% | Added |
| Verdence Capital Advisors LLC | 9,724 | $1.08M | 0.07% | +40+0.4% | Added |
| Smithfield Trust Co | 9,766 | $1.08M | 0.05% | 00.0% | Unchanged |
| Capital World Investors | 9,749 | $1.08M | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10,010 | $1.09M | 0.00% | +1,578+18.7% | Added |
| Worldquant Millennium Advisors LLC | 9,901 | $1.10M | 0.01% | +9,901 | New |
| Keybank National Association | 10,011 | $1.11M | 0.00% | −218−2.1% | Reduced |
| Brinker Capital Investments, LLC | 10,246 | $1.13M | 0.01% | +875+9.3% | Added |
| Signaturefd, LLC | 10,254 | $1.13M | 0.02% | −487−4.5% | Reduced |
| Yousif Capital Management, LLC | 10,301 | $1.14M | 0.01% | +710+7.4% | Added |
| Ignite Planners, LLC | 10,121 | $1.16M | 0.20% | −449−4.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,624 | $1.18M | 0.00% | +280+2.7% | Added |
| Turn8 Private Wealth Inc. | 10,905 | $1.19M | 0.86% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,860 | $1.20M | 0.03% | −1,263−10.4% | Reduced |
| State Street Corp | 11,531 | $1.28M | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11,637 | $1.29M | 0.54% | +258+2.3% | Added |
| Associated Banc-Corp | 11,653 | $1.29M | 0.04% | −667−5.4% | Reduced |
| Barclays PLC | 12,158 | $1.35M | 0.00% | +2,488+25.7% | Added |
| Northwestern Mutual Wealth Management Co | 12,225 | $1.35M | 0.00% | −305−2.4% | Reduced |
| State of Wyoming | 12,233 | $1.35M | 0.17% | −2,021−14.2% | Reduced |
| Cerity Partners LLC | 12,364 | $1.37M | 0.00% | +167+1.4% | Added |
| Texas Yale Capital Corp. | 12,488 | $1.38M | 0.05% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 12,708 | $1.41M | 0.25% | +19+0.1% | Added |
| Cigna Investments Inc | 13,093 | $1.45M | 0.25% | −333−2.5% | Reduced |
| Pathstone Holdings, LLC | 13,098 | $1.45M | 0.01% | +1,586+13.8% | Added |
| IFG Advisory, LLC | 13,100 | $1.45M | 0.07% | +242+1.9% | Added |
| Curbstone Financial Management Corp | 13,834 | $1.53M | 0.31% | 00.0% | Unchanged |
| 111 Capital | 13,831 | $1.53M | 0.26% | −10,310−42.7% | Reduced |
| Fulton Bank, N.A. | 13,949 | $1.54M | 0.06% | −493−3.4% | Reduced |
| Wetherby Asset Management Inc | 15,212 | $1.68M | 0.07% | +15,212 | New |
| Principal Financial Group Inc | 15,600 | $1.73M | 0.00% | −1,600−9.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,779 | $1.75M | 0.01% | +2,494+18.8% | Added |
| Gries Financial LLC | 15,883 | $1.76M | 0.32% | +422+2.7% | Added |
| First Bank & Trust | 16,206 | $1.79M | 0.32% | +992+6.5% | Added |
| Atria Investments LLC | 16,582 | $1.83M | 0.02% | +649+4.1% | Added |
| Assetmark, Inc | 16,722 | $1.85M | 0.00% | +1,635+10.8% | Added |
| UniSuper Management Pty Ltd | 12,400 | $1.87M | 0.01% | −1,600−11.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,471 | $1.93M | 0.01% | +87+0.5% | Added |
| Genus Capital Management Inc. | 17,505 | $1.94M | 0.25% | −6,660−27.6% | Reduced |
| AQR Capital Management LLC | 17,560 | $1.94M | 0.00% | +11,818+205.8% | Added |
| NorthRock Partners, LLC | 17,776 | $1.97M | 0.05% | −377−2.1% | Reduced |
| Naples Global Advisors, LLC | 17,845 | $1.97M | 0.17% | −120−0.7% | Reduced |
| Employees Provident Fund Board | 18,200 | $2.01M | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 18,297 | $2.02M | 0.04% | −712−3.7% | Reduced |
| JustInvest LLC | 18,289 | $2.02M | 0.02% | −729−3.8% | Reduced |
| TCW Group Inc | 18,350 | $2.03M | 0.02% | +4,327+30.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,044 | $2.11M | 0.04% | +19,044 | New |
| Advisor Group Holdings, Inc. | 19,484 | $2.16M | 0.00% | −3,658−15.8% | Reduced |
| Cumberland Partners Ltd | 20,801 | $2.30M | 0.16% | +7,251+53.5% | Added |
| Vise Technologies, Inc. | 21,816 | $2.41M | 0.10% | +21,816 | New |
| ASR Vermogensbeheer N.V. | 21,855 | $2.42M | 0.03% | −2,000−8.4% | Reduced |
| Gold Investment Management Ltd. | 22,427 | $2.49M | 0.94% | +210+0.9% | Added |
| CI Private Wealth, LLC | 22,684 | $2.51M | 0.00% | +5,267+30.2% | Added |
| Carnegie Capital Asset Management, LLC | 22,701 | $2.51M | 0.05% | +661+3.0% | Added |
| Crossmark Global Holdings, Inc. | 22,720 | $2.51M | 0.04% | +708+3.2% | Added |
| Quadrant Capital Group LLC | 22,807 | $2.52M | 0.09% | +2,288+11.2% | Added |
| Private Advisor Group, LLC | 22,886 | $2.53M | 0.01% | +447+2.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $2.62M | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23,986 | $2.65M | 0.07% | +169+0.7% | Added |
| Janney Montgomery Scott LLC | 24,218 | $2.68M | 0.01% | −67−0.3% | Reduced |
| Assenagon Asset Management S.A. | 24,668 | $2.73M | 0.00% | +48+0.2% | Added |
| US Bancorp | 24,691 | $2.73M | 0.00% | −257−1.0% | Reduced |
| Union Bancaire Privee, UBP SA | 25,942 | $2.83M | 0.05% | −2,002−7.2% | Reduced |
| Ossiam | 26,393 | $2.92M | 0.03% | −26,075−49.7% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 26,888 | $2.97M | 1.33% | +241+0.9% | Added |
| Quantinno Capital Management LP | 27,374 | $3.03M | 0.01% | +6,556+31.5% | Added |
| The PNC Financial Services Group, Inc. | 27,532 | $3.05M | 0.00% | +3,014+12.3% | Added |
| Metis Global Partners, LLC | 27,667 | $3.07M | 0.08% | +1,848+7.2% | Added |
| Silver Lake Advisory, LLC | 28,381 | $3.14M | 1.34% | 00.0% | Unchanged |
| Shell Asset Management Co | 29,011 | $3.21M | 0.11% | +15,820+119.9% | Added |
| Voya Investment Management LLC | 29,188 | $3.23M | 0.00% | +29,188 | New |
| HighTower Advisors, LLC | 29,648 | $3.28M | 0.00% | +7,420+33.4% | Added |
| Quadrature Capital Ltd | 29,703 | $3.29M | 0.06% | +29,703 | New |