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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 30,802 | $3.41M | 0.02% | +779+2.6% | Added |
| Harvest Portfolios Group Inc. | 31,656 | $3.51M | 0.08% | +1,012+3.3% | Added |
| Vertex Planning Partners, LLC | 31,959 | $3.54M | 0.74% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 32,198 | $3.56M | 0.01% | +13,100+68.6% | Added |
| Pinnacle Associates Ltd | 33,600 | $3.72M | 0.05% | −26−0.1% | Reduced |
| MML Investors Services, LLC | 35,078 | $3.88M | 0.01% | +907+2.7% | Added |
| Royal London Asset Management Ltd | 36,075 | $3.99M | 0.01% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 36,874 | $4.08M | 0.50% | +36,874 | New |
| Gulf International Bank (UK) Ltd | 36,863 | $4.09M | 0.14% | −5,039−12.0% | Reduced |
| Allianz Asset Management GmbH | 37,398 | $4.14M | 0.01% | −11,029−22.8% | Reduced |
| Baird Financial Group, Inc. | 37,603 | $4.16M | 0.01% | +1,262+3.5% | Added |
| Rathbone Brothers plc | 42,114 | $4.66M | 0.02% | −240−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 42,355 | $4.69M | 0.01% | −12,795−23.2% | Reduced |
| Cetera Investment Advisers | 42,680 | $4.72M | 0.01% | −13,192−23.6% | Reduced |
| Ensign Peak Advisors, Inc | 43,229 | $4.78M | 0.01% | −4,000−8.5% | Reduced |
| NBT Bank N A | 46,087 | $5.10M | 0.35% | +44,075+2,190.6% | Added |
| Mariner, LLC | 46,529 | $5.15M | 0.01% | −3,139−6.3% | Reduced |
| PCJ Investment Counsel Ltd. | 47,360 | $5.25M | 1.79% | −9,510−16.7% | Reduced |
| Ameriprise Financial Inc | 42,789 | $5.27M | 0.00% | −9,744−18.5% | Reduced |
| Creative Planning | 48,457 | $5.36M | 0.00% | −847−1.7% | Reduced |
| St Germain D J Co Inc | 48,745 | $5.39M | 0.23% | −20,075−29.2% | Reduced |
| Public Employees Retirement System of Ohio | 50,678 | $5.61M | 0.02% | −15,288−23.2% | Reduced |
| Romano Brothers and Company | 50,983 | $5.64M | 0.70% | −450−0.9% | Reduced |
| XTX Topco Ltd | 51,021 | $5.64M | 0.23% | +26,568+108.6% | Added |
| Dana Investment Advisors, Inc. | 51,858 | $5.74M | 0.19% | −400−0.8% | Reduced |
| Alliancebernstein L.P. | 52,156 | $5.77M | 0.00% | −5,644−9.8% | Reduced |
| Beacon Pointe Advisors, LLC | 52,195 | $5.77M | 0.06% | +60+0.1% | Added |
| K.J. Harrison & Partners Inc | 52,488 | $5.81M | 0.96% | +12,785+32.2% | Added |
| SIG North Trading, ULC | 54,698 | $6.05M | 1.33% | −133,932−71.0% | Reduced |
| Natixis Advisors, L.P. | 54,744 | $6.06M | 0.01% | +3,565+7.0% | Added |
| Northwest Bancshares, Inc. | 54,810 | $6.06M | 1.06% | −746−1.3% | Reduced |
| M&T Bank Corp | 58,087 | $6.43M | 0.02% | −333−0.6% | Reduced |
| Bessemer Group Inc | 58,548 | $6.48M | 0.01% | −264,678−81.9% | Reduced |
| Cidel Asset Management Inc | 60,021 | $6.64M | 0.40% | −177,173−74.7% | Reduced |
| Avanza Fonder AB | 44,232 | $6.68M | 0.20% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 60,782 | $6.72M | 0.36% | −348−0.6% | Reduced |
| Janus Henderson Group PLC | 62,546 | $6.91M | 0.00% | −11,817−15.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 66,545 | $7.53M | 0.01% | +7,209+12.1% | Added |
| Maryland State Retirement & Pension System | 68,791 | $7.63M | 0.17% | +414+0.6% | Added |
| Utah Retirement Systems | 81,172 | $8.98M | 0.09% | 00.0% | Unchanged |
| Twin Tree Management, LP | 84,623 | $9.36M | 0.24% | +77,584+1,102.2% | Added |
| Swiss Life Asset Management Ltd | 85,380 | $9.46M | 0.06% | −1,804−2.1% | Reduced |
| Claret Asset Management Corp | 88,493 | $9.80M | 1.27% | +1,071+1.2% | Added |
| Truist Financial Corp | 90,764 | $10.0M | 0.01% | −1,316−1.4% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 92,014 | $10.2M | 2.66% | +17,883+24.1% | Added |
| Macquarie Group Ltd | 68,101 | $10.2M | 0.01% | +1,668+2.5% | Added |
| American Assets Investment Management, LLC | 96,000 | $10.6M | 0.85% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 103,567 | $11.5M | 2.09% | −39,505−27.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 104,104 | $11.5M | 0.73% | +104,104 | New |
| Wellington Management Group LLP | 104,729 | $11.6M | 0.00% | −27,177−20.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 108,550 | $12.0M | 0.05% | +9,100+9.2% | Added |
| USS Investment Management Ltd | 109,149 | $12.1M | 0.08% | +144+0.1% | Added |
| Pinnacle Financial Partners Inc | 109,386 | $12.1M | 0.25% | −5,621−4.9% | Reduced |
| Capital Fund Management S.A. | 109,757 | $12.1M | 0.13% | −4,132−3.6% | Reduced |
| Man Group plc | 110,116 | $12.2M | 0.03% | +3,846+3.6% | Added |
| Vontobel Holding Ltd. | 109,919 | $12.2M | 0.04% | −3,600−3.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 127,777 | $14.1M | 0.04% | +76,970+151.5% | Added |
| Generali Asset Management SPA SGR | 96,224 | $14.5M | 0.33% | +3,262+3.5% | Added |
| Varma Mutual Pension Insurance Co | 137,229 | $15.2M | 0.11% | −8,600−5.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 139,100 | $15.4M | 0.11% | +4,200+3.1% | Added |
| Investment Management Corp of Ontario | 140,377 | $15.5M | 0.23% | −1,643−1.2% | Reduced |
| Barometer Capital Management Inc. | 105,572 | $15.8M | 4.36% | +23,850+29.2% | Added |
| DekaBank Deutsche Girozentrale | 144,747 | $15.8M | 0.03% | −160−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 152,320 | $16.9M | 0.12% | −5,723−3.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 154,124 | $17.0M | 0.10% | −8,372−5.2% | Reduced |
| Intech Investment Management LLC | 155,674 | $17.2M | 0.16% | +51,420+49.3% | Added |
| Northwest & Ethical Investments L.P. | 159,042 | $17.6M | 0.44% | −43,597−21.5% | Reduced |
| AXA S.A. | 168,961 | $18.7M | 0.05% | +56,391+50.1% | Added |
| Canerector Inc | 125,000 | $18.9M | 10.70% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 171,290 | $18.9M | 0.07% | −316,536−64.9% | Reduced |
| Cardinal Point Capital Management, ULC | 182,403 | $20.2M | 1.60% | −975−0.5% | Reduced |
| Neuberger Berman Group LLC | 191,843 | $21.2M | 0.02% | +64,370+50.5% | Added |
| Montrusco Bolton Investments Inc. | 193,890 | $21.4M | 0.24% | −48,423−20.0% | Reduced |
| American Century Companies Inc | 196,731 | $21.8M | 0.01% | +280+0.1% | Added |
| Renaissance Technologies LLC | 205,895 | $22.8M | 0.03% | +160,700+355.6% | Added |
| Rempart Asset Management Inc. | 220,625 | $24.4M | 4.69% | −3,218−1.4% | Reduced |
| Intact Investment Management Inc. | 231,550 | $25.7M | 0.87% | −59,520−20.4% | Reduced |
| Forsta Ap-Fonden | 241,400 | $26.7M | 0.18% | +33,000+15.8% | Added |
| Stifel Financial Corp | 244,760 | $27.1M | 0.03% | +2,248+0.9% | Added |
| Jane Street Group, LLC | 271,989 | $30.1M | 0.05% | +111,232+69.2% | Added |
| Russell Investments Group, Ltd. | 303,168 | $33.5M | 0.04% | +43,316+16.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 306,939 | $33.9M | 0.08% | +1,018+0.3% | Added |
| Omers Administration Corp | 327,055 | $36.2M | 0.28% | +107,100+48.7% | Added |
| Franklin Resources Inc | 334,046 | $37.0M | 0.01% | −4,872−1.4% | Reduced |
| APG Asset Management N.V. | 406,500 | $38.3M | 0.11% | +9,400+2.4% | Added |
| Guardian Partners Inc. | 343,237 | $38.9M | 3.50% | −6,676−1.9% | Reduced |
| Citigroup Inc | 367,683 | $40.7M | 0.03% | +135,931+58.7% | Added |
| Acadian Asset Management LLC | 368,900 | $40.8M | 0.08% | +356,900+2,974.2% | Added |
| First Trust Advisors LP | 370,818 | $41.0M | 0.03% | −59,750−13.9% | Reduced |
| LPL Financial LLC | 384,717 | $42.6M | 0.01% | +32,193+9.1% | Added |
| Van Eck Associates Corp | 389,839 | $43.2M | 0.05% | +112,378+40.5% | Added |
| Pictet Asset Management Holding SA | 402,737 | $44.5M | 0.05% | +3,879+1.0% | Added |
| HSBC Holdings PLC | 403,185 | $44.7M | 0.03% | +23,046+6.1% | Added |
| Qube Research & Technologies Ltd | 411,108 | $45.5M | 0.06% | +256,755+166.3% | Added |
| State of Tennessee, Treasury Department | 418,739 | $46.3M | 0.17% | 00.0% | Unchanged |
| Great West Life Assurance Co | 433,739 | $48.0M | 0.08% | −43,910−9.2% | Reduced |
| Envestnet Asset Management Inc | 453,070 | $50.1M | 0.01% | −11,053−2.4% | Reduced |
| Wells Fargo & Company | 464,564 | $51.5M | 0.01% | −1980.0% | Reduced |
| Raymond James Financial Inc | 492,128 | $54.4M | 0.02% | −1,085−0.2% | Reduced |
| Value Partners Investments Inc. | 506,862 | $56.1M | 4.38% | −1,273−0.3% | Reduced |