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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, Q3 2025

Institutional positions in Bank of Montreal as of Sep 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
578
+23 vs. Q2 2025
Shares held
342.4M
+3.35M (+1.0%) vs. Q2 2025
Total value
$44.7B
+$7.16B (+19.1%) vs. Q2 2025
New holders
76
194 more added
Sold out
53
182 more reduced

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 578 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ3 2025: $44.7B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2025.

Institutions holding BMO in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Mowery & Schoenfeld Wealth Management, LLC1$1200.00%00.0%Unchanged
High Note Wealth, LLC1$1300.00%−2−66.7%Reduced
Root Financial Partners, LLC1$1300.00%+1New
Bear Mountain Capital, Inc.2$2510.00%+2New
Leonteq Securities AG5$6510.00%−1−16.7%Reduced
Creative Financial Designs Inc6$7820.00%+6New
Stone House Investment Management, LLC6$7820.00%+6New
Pineridge Advisors LLC6$8060.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$1.04K0.00%−1−11.1%Reduced
Private Wealth Asset Management, LLC12$1.56K0.00%00.0%Unchanged
CoreCap Advisors, LLC12$1.58K0.00%−12−50.0%Reduced
Westfuller Advisors, LLC14$1.77K0.00%+14New
Colonial Trust Co15$1.95K0.00%00.0%Unchanged
Hantz Financial Services, Inc.12$2.00K0.00%+12New
Hanson & Doremus Investment Management19$2.00K0.00%+19New
Parkside Financial Bank & Trust23$3.00K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp23$3.00K0.00%00.0%Unchanged
Valley National Advisers Inc26$3.00K0.00%00.0%Unchanged
South State Corp.24$3.13K0.00%+24New
Rossby Financial, LCC24$3.13K0.00%+24New
Stephenson National Bank & Trust25$3.26K0.00%00.0%Unchanged
Bell Investment Advisors, Inc27$3.52K0.00%+4+17.4%Added
Western Pacific Wealth Management, LP32$4.17K0.00%00.0%Unchanged
Fairman Group, LLC37$4.82K0.00%+37New
Penserra Capital Management LLC45$5.00K0.00%−18−28.6%Reduced
Colonial Trust Advisors40$5.21K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC40$5.21K0.00%+40New
Raffa Wealth Management, LLC41$5.34K0.00%+28+215.4%Added
Bayforest Capital Ltd46$5.99K0.00%−689−93.7%Reduced
Highline Wealth Partners LLC46$5.99K0.00%00.0%Unchanged
Financial Perspectives, Inc48$6.22K0.00%+1+2.1%Added
Financial Avengers, Inc.50$6.51K0.00%00.0%Unchanged
McIlrath & Eck, LLC55$7.16K0.00%00.0%Unchanged
UMA Financial Services, Inc.56$7.29K0.00%00.0%Unchanged
Investors Research Corp65$8.47K0.00%−2,037−96.9%Reduced
GPS Wealth Strategies Group, LLC65$8.47K0.00%00.0%Unchanged
Bare Financial Services, Inc69$8.99K0.00%00.0%Unchanged
Westside Investment Management, Inc.70$9.13K0.00%+70New
Signature Resources Capital Management, LLC71$9.25K0.01%00.0%Unchanged
Albion Financial Group77$10.0K0.00%+77New
GHP Investment Advisors, Inc.79$10.3K0.00%00.0%Unchanged
Cornerstone Planning Group LLC93$11.5K0.00%00.0%Unchanged
Hemington Wealth Management95$12.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC100$13.0K0.00%−250−71.4%Reduced
TruNorth Capital Management, LLC100$13.0K0.00%00.0%Unchanged
Essential Partners LLC109$14.2K0.00%+109New
MCF Advisors LLC110$14.3K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC121$15.8K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC125$16.3K0.00%00.0%Unchanged
WFA Asset Management Corp181$16.3K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.131$17.0K0.01%+1+0.8%Added
Ronald Blue Trust, Inc.133$17.3K0.00%+7+5.6%Added
Richard W. Paul & Associates, LLC143$18.6K0.01%00.0%Unchanged
LRI Investments, LLC150$19.5K0.00%00.0%Unchanged
JPL Wealth Management, LLC154$20.1K0.00%+154New
Financial Management Professionals, Inc.173$22.5K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC178$23.2K0.02%00.0%Unchanged
Addison Advisors LLC180$23.4K0.01%+48+36.4%Added
Trust Co188$24.5K0.00%00.0%Unchanged
Country Trust Bank193$25.1K0.00%+34+21.4%Added
True Wealth Design, LLC215$28.0K0.01%+215New
Larson Financial Group LLC238$31.0K0.00%+196+466.7%Added
WFA of San Diego, LLC250$32.6K0.02%00.0%Unchanged
1620 Investment Advisors, Inc.254$33.1K0.02%−5−1.9%Reduced
Bank & Trust Co263$34.3K0.03%00.0%Unchanged
IFP Advisors, Inc272$35.4K0.00%+6+2.3%Added
Sunbelt Securities, Inc.323$42.1K0.00%+323New
IAG Wealth Partners, LLC335$43.6K0.01%00.0%Unchanged
Pathway Financial Advisers, LLC348$45.2K0.01%+348New
Winch Advisory Services, LLC350$45.6K0.01%00.0%Unchanged
Harbor Asset Planning, Inc.352$46.0K0.04%00.0%Unchanged
Capital Analysts, LLC386$50.0K0.00%+3+0.8%Added
Crewe Advisors LLC400$52.1K0.00%−20−4.8%Reduced
Vision Financial Markets LLC400$52.1K0.04%00.0%Unchanged
Strategic Investment Solutions, Inc.400$52.1K0.01%00.0%Unchanged
Toth Financial Advisory Corp400$52.1K0.01%+400New
Smartleaf Asset Management LLC407$52.8K0.00%+211+107.7%Added
Truvestments Capital LLC413$53.8K0.01%+5+1.2%Added
JNBA Financial Advisors458$59.7K0.01%−42−8.4%Reduced
Evelyn Partners Investment Management Services Ltd500$65.1K0.01%00.0%Unchanged
Rothschild Investment LLC503$65.5K0.00%+5+1.0%Added
Huntington National Bank517$67.3K0.00%−13−2.5%Reduced
N.E.W. Advisory Services LLC551$71.8K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd554$72.2K0.05%+423+322.9%Added
Central Trust Co576$75.0K0.00%+26+4.7%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA606$79.0K0.02%+6+1.0%Added
Principal Securities, Inc.616$80.2K0.00%−35−5.4%Reduced
Massmutual Trust Co FSB622$81.0K0.00%+36+6.1%Added
Caldwell Sutter Capital, Inc.631$82.2K0.04%−104−14.1%Reduced
Operose Advisors LLC643$83.8K0.02%−761−54.2%Reduced
Virtus ETF Advisers LLC500$90.7K0.05%+500New
Grove Bank & Trust710$92.5K0.01%00.0%Unchanged
Manchester Capital Management LLC714$93.0K0.01%+714New
Cary Street Partner Investment Advisory LLC734$95.6K0.04%+455+163.1%Added
DHJJ Financial Advisors, Ltd.736$95.9K0.03%00.0%Unchanged
CX Institutional743$97.0K0.00%+302+68.5%Added
HM Payson & Co762$99.3K0.00%00.0%Unchanged
Plato Investment Management Ltd880$113.7K0.01%00.0%Unchanged
Trust Co of Vermont901$117.4K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC960$125.0K0.02%00.0%Unchanged