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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 152,320 | $16.9M | 0.12% | −5,723−3.6% | Reduced |
| DekaBank Deutsche Girozentrale | 144,747 | $15.8M | 0.03% | −160−0.1% | Reduced |
| Barometer Capital Management Inc. | 105,572 | $15.8M | 4.36% | +23,850+29.2% | Added |
| Investment Management Corp of Ontario | 140,377 | $15.5M | 0.23% | −1,643−1.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 139,100 | $15.4M | 0.11% | +4,200+3.1% | Added |
| Varma Mutual Pension Insurance Co | 137,229 | $15.2M | 0.11% | −8,600−5.9% | Reduced |
| Generali Asset Management SPA SGR | 96,224 | $14.5M | 0.33% | +3,262+3.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 127,777 | $14.1M | 0.04% | +76,970+151.5% | Added |
| Vontobel Holding Ltd. | 109,919 | $12.2M | 0.04% | −3,600−3.2% | Reduced |
| Man Group plc | 110,116 | $12.2M | 0.03% | +3,846+3.6% | Added |
| Capital Fund Management S.A. | 109,757 | $12.1M | 0.13% | −4,132−3.6% | Reduced |
| Pinnacle Financial Partners Inc | 109,386 | $12.1M | 0.25% | −5,621−4.9% | Reduced |
| USS Investment Management Ltd | 109,149 | $12.1M | 0.08% | +144+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 108,550 | $12.0M | 0.05% | +9,100+9.2% | Added |
| Wellington Management Group LLP | 104,729 | $11.6M | 0.00% | −27,177−20.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 104,104 | $11.5M | 0.73% | +104,104 | New |
| Triasima Portfolio Management inc. | 103,567 | $11.5M | 2.09% | −39,505−27.6% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $10.6M | 0.85% | 00.0% | Unchanged |
| Macquarie Group Ltd | 68,101 | $10.2M | 0.01% | +1,668+2.5% | Added |
| Lorne Steinberg Wealth Management Inc. | 92,014 | $10.2M | 2.66% | +17,883+24.1% | Added |
| Truist Financial Corp | 90,764 | $10.0M | 0.01% | −1,316−1.4% | Reduced |
| Claret Asset Management Corp | 88,493 | $9.80M | 1.27% | +1,071+1.2% | Added |
| Swiss Life Asset Management Ltd | 85,380 | $9.46M | 0.06% | −1,804−2.1% | Reduced |
| Twin Tree Management, LP | 84,623 | $9.36M | 0.24% | +77,584+1,102.2% | Added |
| Utah Retirement Systems | 81,172 | $8.98M | 0.09% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 68,791 | $7.63M | 0.17% | +414+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 66,545 | $7.53M | 0.01% | +7,209+12.1% | Added |
| Janus Henderson Group PLC | 62,546 | $6.91M | 0.00% | −11,817−15.9% | Reduced |
| Zions Bancorporation, National Association | 60,782 | $6.72M | 0.36% | −348−0.6% | Reduced |
| Avanza Fonder AB | 44,232 | $6.68M | 0.20% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 60,021 | $6.64M | 0.40% | −177,173−74.7% | Reduced |
| Bessemer Group Inc | 58,548 | $6.48M | 0.01% | −264,678−81.9% | Reduced |
| M&T Bank Corp | 58,087 | $6.43M | 0.02% | −333−0.6% | Reduced |
| Northwest Bancshares, Inc. | 54,810 | $6.06M | 1.06% | −746−1.3% | Reduced |
| Natixis Advisors, L.P. | 54,744 | $6.06M | 0.01% | +3,565+7.0% | Added |
| SIG North Trading, ULC | 54,698 | $6.05M | 1.33% | −133,932−71.0% | Reduced |
| K.J. Harrison & Partners Inc | 52,488 | $5.81M | 0.96% | +12,785+32.2% | Added |
| Beacon Pointe Advisors, LLC | 52,195 | $5.77M | 0.06% | +60+0.1% | Added |
| Alliancebernstein L.P. | 52,156 | $5.77M | 0.00% | −5,644−9.8% | Reduced |
| Dana Investment Advisors, Inc. | 51,858 | $5.74M | 0.19% | −400−0.8% | Reduced |
| XTX Topco Ltd | 51,021 | $5.64M | 0.23% | +26,568+108.6% | Added |
| Romano Brothers and Company | 50,983 | $5.64M | 0.70% | −450−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 50,678 | $5.61M | 0.02% | −15,288−23.2% | Reduced |
| St Germain D J Co Inc | 48,745 | $5.39M | 0.23% | −20,075−29.2% | Reduced |
| Creative Planning | 48,457 | $5.36M | 0.00% | −847−1.7% | Reduced |
| Ameriprise Financial Inc | 42,789 | $5.27M | 0.00% | −9,744−18.5% | Reduced |
| PCJ Investment Counsel Ltd. | 47,360 | $5.25M | 1.79% | −9,510−16.7% | Reduced |
| Mariner, LLC | 46,529 | $5.15M | 0.01% | −3,139−6.3% | Reduced |
| NBT Bank N A | 46,087 | $5.10M | 0.35% | +44,075+2,190.6% | Added |
| Ensign Peak Advisors, Inc | 43,229 | $4.78M | 0.01% | −4,000−8.5% | Reduced |
| Cetera Investment Advisers | 42,680 | $4.72M | 0.01% | −13,192−23.6% | Reduced |
| Commonwealth Equity Services, LLC | 42,355 | $4.69M | 0.01% | −12,795−23.2% | Reduced |
| Rathbone Brothers plc | 42,114 | $4.66M | 0.02% | −240−0.6% | Reduced |
| Baird Financial Group, Inc. | 37,603 | $4.16M | 0.01% | +1,262+3.5% | Added |
| Allianz Asset Management GmbH | 37,398 | $4.14M | 0.01% | −11,029−22.8% | Reduced |
| Gulf International Bank (UK) Ltd | 36,863 | $4.09M | 0.14% | −5,039−12.0% | Reduced |
| Westerkirk Capital Inc. | 36,874 | $4.08M | 0.50% | +36,874 | New |
| Royal London Asset Management Ltd | 36,075 | $3.99M | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 35,078 | $3.88M | 0.01% | +907+2.7% | Added |
| Pinnacle Associates Ltd | 33,600 | $3.72M | 0.05% | −26−0.1% | Reduced |
| Two Sigma Advisers, LP | 32,198 | $3.56M | 0.01% | +13,100+68.6% | Added |
| Vertex Planning Partners, LLC | 31,959 | $3.54M | 0.74% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 31,656 | $3.51M | 0.08% | +1,012+3.3% | Added |
| Davenport & Co LLC | 30,802 | $3.41M | 0.02% | +779+2.6% | Added |
| Quadrature Capital Ltd | 29,703 | $3.29M | 0.06% | +29,703 | New |
| HighTower Advisors, LLC | 29,648 | $3.28M | 0.00% | +7,420+33.4% | Added |
| Voya Investment Management LLC | 29,188 | $3.23M | 0.00% | +29,188 | New |
| Shell Asset Management Co | 29,011 | $3.21M | 0.11% | +15,820+119.9% | Added |
| Silver Lake Advisory, LLC | 28,381 | $3.14M | 1.34% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 27,667 | $3.07M | 0.08% | +1,848+7.2% | Added |
| The PNC Financial Services Group, Inc. | 27,532 | $3.05M | 0.00% | +3,014+12.3% | Added |
| Quantinno Capital Management LP | 27,374 | $3.03M | 0.01% | +6,556+31.5% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 26,888 | $2.97M | 1.33% | +241+0.9% | Added |
| Ossiam | 26,393 | $2.92M | 0.03% | −26,075−49.7% | Reduced |
| Union Bancaire Privee, UBP SA | 25,942 | $2.83M | 0.05% | −2,002−7.2% | Reduced |
| US Bancorp | 24,691 | $2.73M | 0.00% | −257−1.0% | Reduced |
| Assenagon Asset Management S.A. | 24,668 | $2.73M | 0.00% | +48+0.2% | Added |
| Janney Montgomery Scott LLC | 24,218 | $2.68M | 0.01% | −67−0.3% | Reduced |
| TD Private Client Wealth LLC | 23,986 | $2.65M | 0.07% | +169+0.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $2.62M | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 22,886 | $2.53M | 0.01% | +447+2.0% | Added |
| Quadrant Capital Group LLC | 22,807 | $2.52M | 0.09% | +2,288+11.2% | Added |
| Crossmark Global Holdings, Inc. | 22,720 | $2.51M | 0.04% | +708+3.2% | Added |
| Carnegie Capital Asset Management, LLC | 22,701 | $2.51M | 0.05% | +661+3.0% | Added |
| CI Private Wealth, LLC | 22,684 | $2.51M | 0.00% | +5,267+30.2% | Added |
| Gold Investment Management Ltd. | 22,427 | $2.49M | 0.94% | +210+0.9% | Added |
| ASR Vermogensbeheer N.V. | 21,855 | $2.42M | 0.03% | −2,000−8.4% | Reduced |
| Vise Technologies, Inc. | 21,816 | $2.41M | 0.10% | +21,816 | New |
| Cumberland Partners Ltd | 20,801 | $2.30M | 0.16% | +7,251+53.5% | Added |
| Advisor Group Holdings, Inc. | 19,484 | $2.16M | 0.00% | −3,658−15.8% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,044 | $2.11M | 0.04% | +19,044 | New |
| TCW Group Inc | 18,350 | $2.03M | 0.02% | +4,327+30.9% | Added |
| JustInvest LLC | 18,289 | $2.02M | 0.02% | −729−3.8% | Reduced |
| Algert Global LLC | 18,297 | $2.02M | 0.04% | −712−3.7% | Reduced |
| Employees Provident Fund Board | 18,200 | $2.01M | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 17,845 | $1.97M | 0.17% | −120−0.7% | Reduced |
| NorthRock Partners, LLC | 17,776 | $1.97M | 0.05% | −377−2.1% | Reduced |
| AQR Capital Management LLC | 17,560 | $1.94M | 0.00% | +11,818+205.8% | Added |
| Genus Capital Management Inc. | 17,505 | $1.94M | 0.25% | −6,660−27.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,471 | $1.93M | 0.01% | +87+0.5% | Added |