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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 350 | $38.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 350 | $38.7K | 0.01% | +100+40.0% | Added |
| IAG Wealth Partners, LLC | 335 | $37.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 279 | $30.9K | 0.01% | +6+2.2% | Added |
| IFP Advisors, Inc | 266 | $29.4K | 0.00% | −28−9.5% | Reduced |
| Bank & Trust Co | 263 | $29.1K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 259 | $28.7K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 250 | $27.7K | 0.02% | +250 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 223 | $24.7K | 0.01% | +223 | New |
| Smartleaf Asset Management LLC | 196 | $21.4K | 0.00% | +26+15.3% | Added |
| Trust Co | 188 | $20.8K | 0.00% | +188 | New |
| Bruce G. Allen Investments, LLC | 178 | $19.7K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 175 | $19.4K | 0.01% | +93+113.4% | Added |
| Financial Management Professionals, Inc. | 173 | $19.1K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 164 | $18.1K | 0.00% | +14+9.3% | Added |
| Country Trust Bank | 159 | $17.6K | 0.00% | +159 | New |
| LRI Investments, LLC | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 144 | $16.3K | 0.01% | +144 | New |
| Richard W. Paul & Associates, LLC | 143 | $15.8K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 181 | $15.2K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 132 | $14.6K | 0.00% | −212−61.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 131 | $14.5K | 0.01% | −942−87.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 130 | $14.4K | 0.01% | +1+0.8% | Added |
| Ronald Blue Trust, Inc. | 126 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $13.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $13.4K | 0.00% | −77−38.9% | Reduced |
| Sierra Ocean, LLC | 120 | $13.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $12.2K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $11.1K | 0.00% | −405−80.2% | Reduced |
| Cornerstone Planning Group LLC | 93 | $10.4K | 0.00% | +35+60.3% | Added |
| NewSquare Capital LLC | 91 | $10.1K | 0.00% | +50+122.0% | Added |
| Hemington Wealth Management | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 86 | $9.41K | 0.00% | +86 | New |
| GHP Investment Advisors, Inc. | 79 | $8.74K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 71 | $7.86K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 69 | $7.63K | 0.00% | +45+187.5% | Added |
| GPS Wealth Strategies Group, LLC | 65 | $7.19K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 56 | $6.20K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 55 | $6.08K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $5.53K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 47 | $5.25K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 46 | $5.09K | 0.00% | +3+7.0% | Added |
| Christopher J. Hasenberg, Inc | 43 | $4.76K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $4.65K | 0.00% | −151−78.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 40 | $4.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $4.42K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 35 | $3.91K | 0.00% | +35 | New |
| Western Pacific Wealth Management, LP | 32 | $3.54K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 25 | $2.77K | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 24 | $2.67K | 0.00% | −40−62.5% | Reduced |
| Bell Investment Advisors, Inc | 23 | $2.54K | 0.00% | +18+360.0% | Added |
| Parkside Financial Bank & Trust | 23 | $2.54K | 0.00% | +23 | New |
| Atlantic Union Bankshares Corp | 23 | $2.54K | 0.00% | +23 | New |
| Valley National Advisers Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 15 | $1.64K | 0.00% | −1−6.3% | Reduced |
| Raffa Wealth Management, LLC | 13 | $1.44K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 11 | $1.22K | 0.00% | +11 | New |
| Quest 10 Wealth Builders, Inc. | 9 | $996 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 6 | $685 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $664 | 0.00% | −20−76.9% | Reduced |
| High Note Wealth, LLC | 3 | $332 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $102 | 0.00% | −899−99.9% | Reduced |
| SRS Capital Advisors, Inc. | 30 | – | – | +16+114.3% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −238,662−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −114,887−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −70,829−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −65,876−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −31,900−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −24,153−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,750−100.0% | Sold out |
| Columbus Macro, LLC | 0 | $0 | 0.00% | −18,463−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −14,664−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,206−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,453−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −4,848−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −4,730−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,516−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −3,117−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,774−100.0% | Sold out |
| Good Steward Wealth Advisors,LLC | 0 | $0 | 0.00% | −2,679−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −2,253−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −600−100.0% | Sold out |