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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 12,400 | $1.87M | 0.01% | −1,600−11.4% | Reduced |
| Assetmark, Inc | 16,722 | $1.85M | 0.00% | +1,635+10.8% | Added |
| Atria Investments LLC | 16,582 | $1.83M | 0.02% | +649+4.1% | Added |
| First Bank & Trust | 16,206 | $1.79M | 0.32% | +992+6.5% | Added |
| Gries Financial LLC | 15,883 | $1.76M | 0.32% | +422+2.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,779 | $1.75M | 0.01% | +2,494+18.8% | Added |
| Principal Financial Group Inc | 15,600 | $1.73M | 0.00% | −1,600−9.3% | Reduced |
| Wetherby Asset Management Inc | 15,212 | $1.68M | 0.07% | +15,212 | New |
| Fulton Bank, N.A. | 13,949 | $1.54M | 0.06% | −493−3.4% | Reduced |
| 111 Capital | 13,831 | $1.53M | 0.26% | −10,310−42.7% | Reduced |
| Curbstone Financial Management Corp | 13,834 | $1.53M | 0.31% | 00.0% | Unchanged |
| IFG Advisory, LLC | 13,100 | $1.45M | 0.07% | +242+1.9% | Added |
| Pathstone Holdings, LLC | 13,098 | $1.45M | 0.01% | +1,586+13.8% | Added |
| Cigna Investments Inc | 13,093 | $1.45M | 0.25% | −333−2.5% | Reduced |
| Probity Advisors, Inc. | 12,708 | $1.41M | 0.25% | +19+0.1% | Added |
| Texas Yale Capital Corp. | 12,488 | $1.38M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,364 | $1.37M | 0.00% | +167+1.4% | Added |
| State of Wyoming | 12,233 | $1.35M | 0.17% | −2,021−14.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,225 | $1.35M | 0.00% | −305−2.4% | Reduced |
| Barclays PLC | 12,158 | $1.35M | 0.00% | +2,488+25.7% | Added |
| Associated Banc-Corp | 11,653 | $1.29M | 0.04% | −667−5.4% | Reduced |
| Raleigh Capital Management Inc. | 11,637 | $1.29M | 0.54% | +258+2.3% | Added |
| State Street Corp | 11,531 | $1.28M | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,860 | $1.20M | 0.03% | −1,263−10.4% | Reduced |
| Turn8 Private Wealth Inc. | 10,905 | $1.19M | 0.86% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,624 | $1.18M | 0.00% | +280+2.7% | Added |
| Ignite Planners, LLC | 10,121 | $1.16M | 0.20% | −449−4.2% | Reduced |
| Yousif Capital Management, LLC | 10,301 | $1.14M | 0.01% | +710+7.4% | Added |
| Signaturefd, LLC | 10,254 | $1.13M | 0.02% | −487−4.5% | Reduced |
| Brinker Capital Investments, LLC | 10,246 | $1.13M | 0.01% | +875+9.3% | Added |
| Keybank National Association | 10,011 | $1.11M | 0.00% | −218−2.1% | Reduced |
| Worldquant Millennium Advisors LLC | 9,901 | $1.10M | 0.01% | +9,901 | New |
| Jones Financial Companies LLLP | 10,010 | $1.09M | 0.00% | +1,578+18.7% | Added |
| Capital World Investors | 9,749 | $1.08M | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,766 | $1.08M | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,724 | $1.08M | 0.07% | +40+0.4% | Added |
| Pinebridge Investments, L.P. | 7,022 | $1.06M | 0.01% | +3,807+118.4% | Added |
| Independent Advisor Alliance | 9,555 | $1.06M | 0.03% | +553+6.1% | Added |
| Berger Financial Group, Inc | 9,531 | $1.05M | 0.07% | −80−0.8% | Reduced |
| Resources Management Corp | 9,485 | $1.05M | 0.14% | −10,500−52.5% | Reduced |
| Blair William & Co | 9,475 | $1.05M | 0.00% | +4,591+94.0% | Added |
| First American Bank | 9,360 | $1.04M | 0.07% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 9,198 | $1.02M | 0.00% | +9,198 | New |
| Advisors Asset Management, Inc. | 8,896 | $984.2K | 0.02% | −2,252−20.2% | Reduced |
| Journey Strategic Wealth LLC | 8,738 | $966.7K | 0.03% | +11+0.1% | Added |
| Benjamin Edwards Inc | 8,453 | $935.2K | 0.01% | +1,456+20.8% | Added |
| Louisbourg Investments Inc. | 8,428 | $932.3K | 0.22% | 00.0% | Unchanged |
| Captrust Financial Advisors | 8,229 | $910.4K | 0.00% | −219−2.6% | Reduced |
| North Star Asset Management Inc | 8,174 | $904.3K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 8,173 | $904.2K | 0.10% | +27+0.3% | Added |
| Avantax Advisory Services, Inc. | 8,103 | $896.5K | 0.00% | +850+11.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,076 | $893.4K | 0.02% | +8,076 | New |
| Aigen Investment Management, LP | 5,616 | $847.5K | 0.12% | +5,616 | New |
| Kestra Advisory Services, LLC | 7,638 | $845.0K | 0.00% | +1,620+26.9% | Added |
| Ashton Thomas Private Wealth, LLC | 7,601 | $840.9K | 0.03% | −269−3.4% | Reduced |
| Jefferies Financial Group Inc. | 7,492 | $828.8K | 0.01% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,660 | $827.0K | 0.12% | +1,672+56.0% | Added |
| Kestra Private Wealth Services, LLC | 7,420 | $820.9K | 0.01% | +7,420 | New |
| Vaughan & Co Securities, Inc. | 7,177 | $794.0K | 0.46% | −45−0.6% | Reduced |
| Syon Capital LLC | 7,029 | $777.6K | 0.05% | +192+2.8% | Added |
| Harbour Investments, Inc. | 7,023 | $777.0K | 0.02% | +30+0.4% | Added |
| Colony Group, LLC | 6,926 | $766.2K | 0.00% | −534−7.2% | Reduced |
| Baskin Financial Services Inc. | 6,872 | $761.0K | 0.06% | −556−7.5% | Reduced |
| Candriam Luxembourg S.C.A. | 6,805 | $752.6K | 0.00% | −1,504−18.1% | Reduced |
| Mercer Global Advisors Inc | 6,767 | $748.7K | 0.00% | −26−0.4% | Reduced |
| Mairs & Power Inc | 6,746 | $746.3K | 0.01% | −100−1.5% | Reduced |
| Natixis | 6,739 | $745.5K | 0.00% | +467+7.4% | Added |
| Ti-Trust, Inc | 6,692 | $740.3K | 0.50% | 00.0% | Unchanged |
| Marshall Wace, LLP | 6,582 | $728.2K | 0.00% | −2,233−25.3% | Reduced |
| Ontario Teachers Pension Plan Board | 6,504 | $721.2K | 0.01% | +6,504 | New |
| Wealthspire Advisors, LLC | 6,446 | $713.2K | 0.00% | +216+3.5% | Added |
| Atomi Financial Group, Inc. | 6,435 | $711.9K | 0.03% | −1,292−16.7% | Reduced |
| D.A. Davidson & Co. | 6,224 | $688.6K | 0.00% | −397−6.0% | Reduced |
| Midland Wealth Advisors LLC | 6,200 | $685.9K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,075 | $672.1K | 0.04% | +8+0.1% | Added |
| Busey Wealth Management | 6,026 | $666.7K | 0.02% | −51−0.8% | Reduced |
| Harbour Trust & Investment Management Co | 5,975 | $661.0K | 0.07% | −365−5.8% | Reduced |
| Versor Investments LP | 5,950 | $659.9K | 0.12% | +5,950 | New |
| Savant Capital, LLC | 5,896 | $652.3K | 0.00% | +2,462+71.7% | Added |
| Reuter James Wealth Management, LLC | 5,882 | $650.7K | 0.10% | −185−3.0% | Reduced |
| HighPoint Advisor Group LLC | 5,868 | $649.2K | 0.03% | +237+4.2% | Added |
| Tacita Capital Inc | 5,737 | $635.6K | 0.41% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,655 | $625.6K | 0.00% | −181−3.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,610 | $620.6K | 0.15% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 5,605 | $619.9K | 0.01% | +65+1.2% | Added |
| International Assets Investment Management, LLC | 585,236 | $611.9K | 0.05% | +585,236 | New |
| Great Valley Advisor Group, Inc. | 5,515 | $610.6K | 0.01% | −1,096−16.6% | Reduced |
| Pacifica Partners Inc. | 5,560 | $607.3K | 0.25% | −100−1.8% | Reduced |
| Nebula Research & Development LLC | 5,423 | $599.9K | 0.05% | +1,255+30.1% | Added |
| David Loasby | 5,256 | $582.5K | 0.05% | −1,890−26.4% | Reduced |
| Glenmede Investment Management, LP | 5,089 | $563.0K | 0.00% | +5,089 | New |
| Tradition Wealth Management, LLC | 5,079 | $561.9K | 0.04% | +215+4.4% | Added |
| Pensionmark Financial Group, LLC | 4,972 | $550.1K | 0.01% | −20−0.4% | Reduced |
| Midwest Trust Co | 4,848 | $536.3K | 0.01% | +4,848 | New |
| Prudential Financial Inc | 4,770 | $527.7K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,756 | $526.2K | 0.01% | −143−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,742 | $524.6K | 0.00% | −530−10.1% | Reduced |
| RMB Capital Management, LLC | 4,723 | $522.5K | 0.01% | +2,007+73.9% | Added |
| Patrick M Sweeney & Associates, Inc | 4,508 | $510.4K | 0.35% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,599 | $509.0K | 0.00% | +4,599 | New |