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 |
|---|---|---|---|---|---|
| Umb Bank N A | 4,594 | $508.2K | 0.01% | −8,809−65.7% | Reduced |
| Oppenheimer & Co Inc | 4,572 | $505.8K | 0.01% | −145−3.1% | Reduced |
| Sand Hill Global Advisors, LLC | 4,569 | $505.5K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,558 | $504.3K | 0.01% | −1,200−20.8% | Reduced |
| Code Waechter LLC | 4,552 | $503.6K | 0.36% | +1,600+54.2% | Added |
| Ellenbecker Investment Group | 4,505 | $498.5K | 0.08% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,478 | $495.4K | 0.05% | +9+0.2% | Added |
| Rowland & Co Investment Counsel | 4,476 | $495.2K | 0.10% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,464 | $493.9K | 0.01% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,375 | $484.0K | 0.14% | +50+1.2% | Added |
| Biltmore Family Office, LLC | 4,360 | $482.3K | 0.08% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,357 | $482.0K | 0.03% | +4,357 | New |
| PDS Planning, Inc | 4,335 | $479.6K | 0.04% | +279+6.9% | Added |
| Evergreen Capital Management LLC | 4,309 | $476.7K | 0.01% | −1,562−26.6% | Reduced |
| Sequoia Financial Advisors, LLC | 4,272 | $472.6K | 0.00% | +475+12.5% | Added |
| KLCM Advisors, Inc. | 4,183 | $462.8K | 0.05% | −752−15.2% | Reduced |
| BNP Paribas Arbitrage, SA | 4,176 | $462.0K | 0.00% | +2,109+102.0% | Added |
| HB Wealth Management, LLC | 4,158 | $460.0K | 0.00% | −371−8.2% | Reduced |
| Davis-Rea Ltd. | 4,003 | $443.1K | 0.11% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,001 | $442.7K | 0.13% | −446−10.0% | Reduced |
| Watershed Private Wealth LLC | 4,000 | $442.5K | 0.16% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,839 | $424.7K | 0.04% | −990−20.5% | Reduced |
| West Family Investments, Inc. | 3,810 | $421.5K | 0.11% | +1,533+67.3% | Added |
| Cary Street Partners Financial LLC | 3,809 | $421.4K | 0.01% | +17+0.4% | Added |
| MAI Capital Management | 3,790 | $419.3K | 0.00% | +248+7.0% | Added |
| Nwam LLC | 3,774 | $416.8K | 0.02% | −109−2.8% | Reduced |
| Quilter Plc | 3,710 | $411.4K | 0.01% | −60−1.6% | Reduced |
| MQS Management LLC | 3,692 | $408.4K | 0.23% | −2,008−35.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,636 | $402.2K | 0.08% | −241−6.2% | Reduced |
| Intrust Bank NA | 3,603 | $398.6K | 0.04% | +1,322+58.0% | Added |
| Jamison Private Wealth Management, Inc. | 3,558 | $393.6K | 0.06% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 3,539 | $391.5K | 0.01% | −1,217−25.6% | Reduced |
| Puzo Michael J | 3,500 | $387.2K | 0.11% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,497 | $386.9K | 0.00% | +150+4.5% | Added |
| Integrated Wealth Concepts LLC | 3,475 | $384.4K | 0.00% | +193+5.9% | Added |
| Fifth Third Bancorp | 3,471 | $384.0K | 0.00% | −24−0.7% | Reduced |
| Atlas Capital Advisors LLC | 3,465 | $383.3K | 0.05% | −521−13.1% | Reduced |
| David R. Rahn & Associates Inc. | 3,425 | $378.9K | 0.10% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,410 | $377.0K | 0.03% | −91−2.6% | Reduced |
| Keudell/Morrison Wealth Management | 3,391 | $375.1K | 0.08% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,383 | $374.3K | 0.01% | +348+11.5% | Added |
| VestGen Advisors, LLC | 3,374 | $373.3K | 0.01% | +2+0.1% | Added |
| Vantage Financial Partners, LLC | 3,330 | $368.4K | 0.09% | +5+0.2% | Added |
| CWM, LLC | 3,313 | $367.0K | 0.00% | +55+1.7% | Added |
| Brighton Jones LLC | 3,307 | $365.8K | 0.01% | +42+1.3% | Added |
| EverSource Wealth Advisors, LLC | 3,303 | $365.4K | 0.02% | +1,021+44.7% | Added |
| J.W. Cole Advisors, Inc. | 3,283 | $363.2K | 0.01% | +117+3.7% | Added |
| Danske Bank A/S | 3,229 | $356.5K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,182 | $352.0K | 0.00% | +216+7.3% | Added |
| Brown Brothers Harriman & Co | 3,167 | $350.4K | 0.00% | +88+2.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,110 | $344.0K | 0.20% | +3,110 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,094 | $342.3K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,091 | $342.0K | 0.01% | +132+4.5% | Added |
| Diversified Trust Co | 3,068 | $339.4K | 0.01% | +72+2.4% | Added |
| Stephens Inc | 3,064 | $339.0K | 0.00% | −92−2.9% | Reduced |
| HRT Financial LP | 3,049 | $337.0K | 0.00% | −117−3.7% | Reduced |
| Mediolanum International Funds Ltd | 3,055 | $334.5K | 0.00% | −699−18.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,022 | $334.3K | 0.02% | −8−0.3% | Reduced |
| Cherokee Insurance Co | 3,005 | $332.4K | 0.15% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,981 | $329.8K | 0.05% | +62+2.1% | Added |
| Bridgewater Advisors Inc. | 2,877 | $326.0K | 0.02% | +5+0.2% | Added |
| Five Oceans Advisors | 2,942 | $325.5K | 0.14% | −114−3.7% | Reduced |
| Lantz Financial LLC | 2,926 | $323.7K | 0.08% | +31+1.1% | Added |
| Enterprise Bank & Trust Co | 2,920 | $323.0K | 0.12% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,888 | $319.6K | 0.00% | −958−24.9% | Reduced |
| Magnus Financial Group LLC | 2,857 | $316.1K | 0.03% | −70−2.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,844 | $314.1K | 0.26% | −137−4.6% | Reduced |
| Annex Advisory Services, LLC | 2,819 | $311.9K | 0.01% | +562+24.9% | Added |
| Commerce Bank | 2,817 | $311.6K | 0.00% | −110−3.8% | Reduced |
| GWM Advisors LLC | 2,800 | $309.8K | 0.00% | +2,751+5,614.3% | Added |
| Cozad Asset Management Inc | 2,797 | $309.4K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,783 | $307.9K | 0.01% | +1,089+64.3% | Added |
| Park Place Capital Corp | 2,750 | $306.1K | 0.07% | −6−0.2% | Reduced |
| Ascent Group, LLC | 2,756 | $304.9K | 0.01% | +92+3.5% | Added |
| Snowden Capital Advisors LLC | 2,721 | $301.0K | 0.01% | −50−1.8% | Reduced |
| Terry L. Blaker | 2,716 | $300.5K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,701 | $299.7K | 0.12% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,672 | $296.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,665 | $294.8K | 0.01% | −179−6.3% | Reduced |
| Fielder Capital Group LLC | 2,643 | $292.4K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,640 | $292.1K | 0.00% | +462+21.2% | Added |
| Smith, Moore & Co. | 2,636 | $291.6K | 0.02% | 00.0% | Unchanged |
| Argent Trust Co | 2,634 | $291.4K | 0.01% | −158−5.7% | Reduced |
| Buckingham Strategic Partners | 2,616 | $289.1K | 0.00% | +112+4.5% | Added |
| SkyView Investment Advisors, LLC | 2,599 | $284.0K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,563 | $283.5K | 0.00% | +2,563 | New |
| Old National Bancorp | 2,542 | $281.2K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,518 | $278.6K | 0.00% | −130−4.9% | Reduced |
| CVA Family Office, LLC | 2,512 | $277.9K | 0.04% | −13−0.5% | Reduced |
| Parallel Advisors, LLC | 2,507 | $277.4K | 0.01% | −370−12.9% | Reduced |
| Perfromance Wealth Partners, LLC | 2,500 | $276.6K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 2,500 | $276.6K | 0.16% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 2,492 | $275.7K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,458 | $271.9K | 0.03% | −258−9.5% | Reduced |
| Sciencast Management LP | 2,444 | $270.4K | 0.06% | +2,444 | New |
| Gill Capital Partners, LLC | 2,412 | $266.8K | 0.09% | +2,412 | New |
| Guggenheim Capital LLC | 2,400 | $265.5K | 0.00% | −104−4.2% | Reduced |
| North Star Investment Management Corp. | 2,389 | $264.3K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,368 | $261.9K | 0.01% | −852−26.5% | Reduced |
| Bridgewater Associates, LP | 2,348 | $259.7K | 0.00% | −44,593−95.0% | Reduced |