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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 2,373 | $259.0K | 0.00% | −1,672−41.3% | Reduced |
| Westwood Holdings Group Inc. | 2,336 | $258.4K | 0.00% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,328 | $257.5K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 2,325 | $257.2K | 0.01% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 2,225 | $254.6K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,295 | $253.9K | 0.02% | −715−23.8% | Reduced |
| Chiron Capital Management, LLC | 2,250 | $248.9K | 0.22% | −710−24.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,226 | $246.3K | 0.01% | −28,445−92.7% | Reduced |
| Advisory Services Network, LLC | 2,218 | $245.0K | 0.00% | +15+0.7% | Added |
| Bogart Wealth, LLC | 2,202 | $243.6K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,200 | $243.4K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,162 | $239.2K | 0.01% | −125−5.5% | Reduced |
| Fox Run Management, L.L.C. | 2,116 | $234.1K | 0.04% | −637−23.1% | Reduced |
| Balyasny Asset Management LLC | 2,100 | $232.7K | 0.00% | +2,100 | New |
| Investors Research Corp | 2,102 | $232.5K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,100 | $232.4K | 0.02% | +5+0.2% | Added |
| Legacy Financial Advisors, Inc. | 2,093 | $231.5K | 0.04% | −293−12.3% | Reduced |
| 180 Wealth Advisors, LLC | 2,081 | $230.2K | 0.03% | +2,081 | New |
| Avant Financial Advisors LLC | 2,080 | $230.1K | 0.19% | +2,080 | New |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $229.6K | 0.05% | +2,075 | New |
| Evelyn Partners Investment Management LLP | 2,064 | $228.9K | 0.01% | −636−23.6% | Reduced |
| SNS Financial Group, LLC | 2,063 | $228.2K | 0.02% | +2,063 | New |
| Allworth Financial LP | 2,027 | $224.3K | 0.00% | +290+16.7% | Added |
| Apollon Wealth Management, LLC | 2,011 | $222.5K | 0.00% | +2,011 | New |
| Squarepoint Ops LLC | 2,010 | $222.4K | 0.00% | −5,681−73.9% | Reduced |
| Bridges Investment Management Inc | 2,000 | $221.3K | 0.00% | +2,000 | New |
| Plancorp, LLC | 1,993 | $220.5K | 0.01% | −216−9.8% | Reduced |
| Saxony Capital Management, LLC | 1,975 | $218.5K | 0.17% | +1,975 | New |
| Thompson Investment Management, Inc. | 1,969 | $217.8K | 0.03% | −555−22.0% | Reduced |
| Sagespring Wealth Partners, LLC | 1,964 | $217.2K | 0.00% | +1,964 | New |
| Ieq Capital, LLC | 1,963 | $217.1K | 0.00% | +1,963 | New |
| First Affirmative Financial Network | 1,956 | $216.4K | 0.11% | +1,956 | New |
| Greenleaf Trust | 1,952 | $215.9K | 0.00% | −238−10.9% | Reduced |
| FORM Wealth Advisors, LLC | 1,932 | $213.7K | 0.03% | +1,932 | New |
| MSH Capital Advisors LLC | 1,925 | $213.0K | 0.06% | +1,925 | New |
| Landaas & Co | 1,918 | $212.0K | 0.05% | +1,918 | New |
| Verition Fund Management LLC | 1,910 | $211.3K | 0.00% | +1,910 | New |
| Atlantic Family Wealth, LLC | 1,907 | $211.0K | 0.18% | +1,907 | New |
| Ameritas Advisory Services, LLC | 1,906 | $210.8K | 0.01% | −745−28.1% | Reduced |
| Oppenheimer Asset Management Inc. | 1,880 | $208.0K | 0.00% | +1,880 | New |
| Savvy Advisors, Inc. | 1,867 | $206.5K | 0.01% | +1,867 | New |
| Ethic Inc. | 1,873 | $204.4K | 0.00% | +1,873 | New |
| Oarsman Capital, Inc. | 1,828 | $202.2K | 0.03% | +1,828 | New |
| SBI Securities Co., Ltd. | 1,806 | $199.8K | 0.01% | −39−2.1% | Reduced |
| Cromwell Holdings LLC | 1,739 | $192.4K | 0.12% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1,700 | $188.1K | 0.03% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,700 | $188.1K | 0.13% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,604 | $177.5K | 0.01% | +34+2.2% | Added |
| Global Retirement Partners, LLC | 1,541 | $170.5K | 0.00% | +1,541 | New |
| Greykasell Wealth Strategies, Inc. | 1,521 | $168.3K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,500 | $165.9K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,500 | $165.9K | 0.01% | +1,500 | New |
| CIBC Private Wealth Group, LLC | 1,499 | $165.8K | 0.00% | −9,126−85.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,437 | $159.0K | 0.01% | +1,437 | New |
| Operose Advisors LLC | 1,404 | $155.3K | 0.04% | +204+17.0% | Added |
| Webster Bank, N. A. | 1,400 | $154.9K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,595 | $144.0K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,157 | $128.0K | 0.00% | +96+9.0% | Added |
| Private Trust Co NA | 1,114 | $123.2K | 0.01% | +13+1.2% | Added |
| Retirement Wealth Solutions LLC | 1,086 | $120.1K | 0.09% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,089 | $120.0K | 0.03% | +1,089 | New |
| GeoWealth Management, LLC | 1,078 | $119.3K | 0.00% | −720−40.0% | Reduced |
| Johnson Financial Group, Inc. | 1,030 | $114.0K | 0.01% | +962+1,414.7% | Added |
| Tompkins Financial Corp | 1,000 | $110.6K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,000 | $110.6K | 0.01% | +1,000 | New |
| Iron Horse Wealth Management, LLC | 980 | $108.4K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 960 | $106.2K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 901 | $99.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 900 | $99.6K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 880 | $97.0K | 0.01% | +880 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 834 | $92.3K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 772 | $85.4K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 762 | $84.3K | 0.00% | +322+73.2% | Added |
| Bryn Mawr Trust Co | 758 | $83.9K | 0.00% | −293−27.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 736 | $81.4K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 735 | $81.3K | 0.04% | +4+0.5% | Added |
| Bayforest Capital Ltd | 735 | $81.3K | 0.04% | +376+104.7% | Added |
| Grove Bank & Trust | 710 | $78.5K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 700 | $77.4K | 0.04% | 00.0% | Unchanged |
| Garde Capital, Inc. | 682 | $75.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 651 | $72.0K | 0.00% | −318−32.8% | Reduced |
| Montag & Caldwell, LLC | 617 | $68.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 614 | $67.9K | 0.00% | −29−4.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 600 | $66.2K | 0.02% | +250+71.4% | Added |
| Massmutual Trust Co FSB | 586 | $64.8K | 0.00% | −127−17.8% | Reduced |
| N.E.W. Advisory Services LLC | 551 | $61.0K | 0.01% | −6−1.1% | Reduced |
| Central Trust Co | 550 | $60.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 549 | $60.7K | 0.01% | +549 | New |
| Huntington National Bank | 530 | $58.6K | 0.00% | +39+7.9% | Added |
| Evelyn Partners Investment Management Services Ltd | 500 | $55.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 500 | $55.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 498 | $55.1K | 0.00% | +5+1.0% | Added |
| Erste Asset Management GmbH | 260 | $53.1K | 0.00% | +260 | New |
| CX Institutional | 441 | $49.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 420 | $46.5K | 0.01% | +20+5.0% | Added |
| Truvestments Capital LLC | 408 | $45.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $44.3K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $44.3K | 0.04% | +200+100.0% | Added |
| Capital Analysts, LLC | 383 | $42.0K | 0.00% | −84−18.0% | Reduced |
| Harbor Asset Planning, Inc. | 352 | $39.0K | 0.04% | +352 | New |