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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.

Institutional holdersQ2 2025: 565 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ2 2025: $38.7B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2025.

Institutions holding BMO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wayfinding Financial, LLC0$00.00%−469−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−373−100.0%Sold out
MeadowBrook Investment Advisors LLC0$00.00%−75−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−58−100.0%Sold out
Runnymede Capital Advisors, Inc.0$00.00%−50−100.0%Sold out
Accent Capital Management, LLC0$00.00%−49−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−49−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−44−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−35−100.0%Sold out
Dixon Mitchell Investment Counsel Inc.0$00.00%−30−100.0%Sold out
South State Corp.0$00.00%−15−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−12−100.0%Sold out
Legacy Advisors, LLC0$00.00%−152−100.0%Sold out
Credit Agricole S A––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
JCIC Asset Management Inc.––––Not filed
Glenmede Trust Co NA––––Not filed
CAPROCK Group, Inc.––––Not filed
Lindbrook Capital, LLC––––Not filed
Sandy Spring Bank––––Not filed