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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 1,000 | $130.3K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,000 | $130.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,006 | $131.0K | 0.00% | −24−2.3% | Reduced |
| Mather Group, LLC. | 1,055 | $137.4K | 0.00% | +1,055 | New |
| Retirement Wealth Solutions LLC | 1,086 | $141.5K | 0.09% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,595 | $142.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,094 | $142.5K | 0.01% | −20−1.8% | Reduced |
| Rhumbline Advisers | 1,157 | $150.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,229 | $160.1K | 0.02% | −740−37.6% | Reduced |
| Webster Bank, N. A. | 1,400 | $182.3K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,500 | $195.4K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,502 | $195.6K | 0.00% | −39−2.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,521 | $198.1K | 0.08% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,549 | $201.7K | 0.15% | +1,549 | New |
| KPP Advisory Services LLC | 1,551 | $202.0K | 0.03% | +1,551 | New |
| Trust Investment Advisors | 1,569 | $204.3K | 0.11% | +1,569 | New |
| Sunpointe, LLC | 1,599 | $208.3K | 0.08% | +1,599 | New |
| GAMMA Investing LLC | 1,604 | $208.9K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 1,605 | $209.1K | 0.00% | −275−14.6% | Reduced |
| Affinity Capital Advisors, LLC | 1,619 | $210.9K | 0.03% | +1,619 | New |
| Altfest L J & Co Inc | 1,620 | $211.0K | 0.02% | +1,620 | New |
| Macquarie Group Ltd | 1,624 | $211.5K | 0.00% | −66,477−97.6% | Reduced |
| Seeds Investor LLC | 1,636 | $213.0K | 0.04% | +1,636 | New |
| Brookstone Capital Management | 1,651 | $215.0K | 0.00% | +1,651 | New |
| SlateStone Wealth, LLC | 1,677 | $218.0K | 0.02% | +1,677 | New |
| PFG Investments, LLC | 1,679 | $218.7K | 0.01% | +1,679 | New |
| ERn Financial, LLC | 1,680 | $218.8K | 0.04% | +1,680 | New |
| Ironwood Investment Counsel, LLC | 1,685 | $219.5K | 0.03% | +1,685 | New |
| Arkadios Wealth Advisors | 1,697 | $221.0K | 0.01% | +1,697 | New |
| Two Sigma Advisers, LP | 1,700 | $221.4K | 0.00% | −30,498−94.7% | Reduced |
| Trifecta Capital Advisors, LLC | 1,700 | $221.4K | 0.03% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,700 | $221.4K | 0.14% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,700 | $221.4K | 0.04% | +1,700 | New |
| Madison Asset Management, LLC | 1,702 | $221.7K | 0.00% | +1,702 | New |
| SRS Capital Advisors, Inc. | 1,715 | $223.4K | 0.00% | +1,685+5,616.7% | Added |
| Cromwell Holdings LLC | 1,739 | $226.5K | 0.12% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 1,750 | $227.9K | 0.08% | +1,750 | New |
| Schmidt P J Investment Management Inc | 1,775 | $231.2K | 0.04% | +1,775 | New |
| Clarkston Capital Partners, LLC | 1,775 | $231.2K | 0.00% | +1,775 | New |
| Ballentine Partners, LLC | 1,780 | $231.8K | 0.00% | +1,780 | New |
| Callan Family Office, LLC | 1,787 | $232.8K | 0.01% | +1,787 | New |
| Qtron Investments LLC | 1,807 | $235.5K | 0.03% | +1,807 | New |
| Wrapmanager Inc | 1,813 | $236.1K | 0.07% | +1,813 | New |
| Independent Financial Group, LLC | 1,821 | $237.2K | 0.01% | +1,821 | New |
| Susquehanna International Group, LLP | 1,831 | $238.5K | 0.00% | −732−28.6% | Reduced |
| Savvy Advisors, Inc. | 1,831 | $238.5K | 0.01% | −36−1.9% | Reduced |
| Kathmere Capital Management, LLC | 1,866 | $243.0K | 0.02% | +1,866 | New |
| Aprio Wealth Management, LLC | 1,871 | $243.7K | 0.02% | +1,871 | New |
| Carter Financial Group, INC. | 1,876 | $244.4K | 0.15% | +1,876 | New |
| Lazard Asset Management LLC | 1,897 | $247.1K | 0.00% | +1,897 | New |
| Atlantic Family Wealth, LLC | 1,907 | $248.4K | 0.19% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,925 | $250.7K | 0.07% | 00.0% | Unchanged |
| Landaas & Co | 1,937 | $252.0K | 0.06% | +19+1.0% | Added |
| Saxony Capital Management, LLC | 1,975 | $257.2K | 0.17% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,981 | $258.0K | 0.12% | +25+1.3% | Added |
| Plancorp, LLC | 1,994 | $259.7K | 0.01% | +1+0.1% | Added |
| Cobblestone Capital Advisors LLC | 2,000 | $260.5K | 0.01% | −200−9.1% | Reduced |
| Bridges Investment Management Inc | 2,000 | $260.5K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,026 | $263.9K | 0.01% | +526+35.1% | Added |
| Apollon Wealth Management, LLC | 2,053 | $267.4K | 0.00% | +42+2.1% | Added |
| SNS Financial Group, LLC | 2,063 | $268.7K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 2,064 | $268.9K | 0.01% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $270.3K | 0.06% | 00.0% | Unchanged |
| Avant Financial Advisors LLC | 2,080 | $270.9K | 0.20% | 00.0% | Unchanged |
| Allworth Financial LP | 2,121 | $276.2K | 0.00% | +94+4.6% | Added |
| Townsend & Associates, Inc | 2,225 | $277.9K | 0.03% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,137 | $278.3K | 0.01% | +173+8.8% | Added |
| Valeo Financial Advisors, LLC | 2,162 | $281.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,194 | $285.8K | 0.00% | +695+46.4% | Added |
| SEI Investments Co | 2,203 | $286.7K | 0.00% | +2,203 | New |
| Bogart Wealth, LLC | 2,202 | $286.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,218 | $288.9K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 1,597 | $289.6K | 0.00% | −5,425−77.3% | Reduced |
| Thrivent Financial for Lutherans | 2,249 | $293.0K | 0.00% | −124−5.2% | Reduced |
| Ameritas Advisory Services, LLC | 2,299 | $299.4K | 0.02% | +393+20.6% | Added |
| Park National Corp | 2,325 | $302.8K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,328 | $303.2K | 0.02% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,336 | $304.0K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,369 | $308.6K | 0.01% | +10.0% | Added |
| Ascent Group, LLC | 2,377 | $309.6K | 0.01% | −379−13.8% | Reduced |
| North Star Investment Management Corp. | 2,389 | $311.2K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 2,412 | $314.2K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,462 | $320.7K | 0.00% | +2,462 | New |
| First Business Financial Services, Inc. | 2,492 | $324.6K | 0.03% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,500 | $325.6K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 2,500 | $325.6K | 0.24% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,512 | $327.2K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 2,542 | $331.1K | 0.01% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,557 | $333.0K | 0.04% | −115−4.3% | Reduced |
| SkyView Investment Advisors, LLC | 2,599 | $339.0K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,608 | $339.7K | 0.01% | +382+17.2% | Added |
| SBI Securities Co., Ltd. | 2,609 | $339.8K | 0.01% | +803+44.5% | Added |
| United Capital Financial Advisers, LLC | 2,619 | $341.1K | 0.00% | +101+4.0% | Added |
| Farther Finance Advisors, LLC | 2,627 | $342.2K | 0.01% | −38−1.4% | Reduced |
| Smith, Moore & Co. | 2,636 | $343.3K | 0.03% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,640 | $343.9K | 0.08% | −3−0.1% | Reduced |
| Medallion Wealth Advisors, LLC | 2,701 | $351.8K | 0.12% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,869 | $352.7K | 0.02% | −8−0.3% | Reduced |
| Terry L. Blaker | 2,716 | $353.8K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,735 | $356.2K | 0.00% | +95+3.6% | Added |