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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 2,737 | $356.5K | 0.08% | −13−0.5% | Reduced |
| Snowden Capital Advisors LLC | 2,749 | $358.1K | 0.01% | +28+1.0% | Added |
| Parallel Advisors, LLC | 2,758 | $359.3K | 0.01% | +251+10.0% | Added |
| Argent Trust Co | 2,772 | $361.1K | 0.01% | +138+5.2% | Added |
| WoodTrust Financial Corp | 2,789 | $363.0K | 0.04% | −1,871−40.2% | Reduced |
| Commerce Bank | 2,802 | $365.0K | 0.00% | −15−0.5% | Reduced |
| Cozad Asset Management Inc | 2,837 | $369.5K | 0.03% | +40+1.4% | Added |
| Murphy & Mullick Capital Management Corp | 2,844 | $370.4K | 0.27% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,857 | $372.1K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 2,868 | $373.6K | 0.00% | −196−6.4% | Reduced |
| Group One Trading, L.P. | 2,871 | $373.9K | 0.01% | +2,871 | New |
| Lantz Financial LLC | 2,878 | $374.9K | 0.08% | −48−1.6% | Reduced |
| Rockland Trust Co | 2,920 | $380.3K | 0.02% | +2,920 | New |
| Five Oceans Advisors | 2,938 | $382.7K | 0.14% | −4−0.1% | Reduced |
| Versant Capital Management, Inc | 2,963 | $385.9K | 0.05% | −18−0.6% | Reduced |
| Vident Advisory, LLC | 2,965 | $386.1K | 0.00% | +77+2.7% | Added |
| Mediolanum International Funds Ltd | 3,055 | $396.7K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,062 | $398.9K | 0.05% | −32−1.0% | Reduced |
| Wedbush Securities Inc | 3,100 | $404.0K | 0.01% | +9+0.3% | Added |
| Jain Global LLC | 3,105 | $404.4K | 0.01% | +3,105 | New |
| Geneos Wealth Management Inc. | 3,125 | $407.0K | 0.01% | +342+12.3% | Added |
| Checchi Capital Advisers, LLC | 3,131 | $407.8K | 0.03% | +109+3.6% | Added |
| GWM Advisors LLC | 3,140 | $408.9K | 0.00% | +340+12.1% | Added |
| NBC Securities, Inc. | 3,164 | $412.1K | 0.03% | −246−7.2% | Reduced |
| Brown Brothers Harriman & Co | 3,167 | $412.5K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,174 | $413.4K | 0.08% | +3,174 | New |
| Hilltop Holdings Inc. | 3,186 | $415.0K | 0.02% | +891+38.8% | Added |
| Legacy Financial Advisors, Inc. | 3,204 | $417.3K | 0.06% | +1,111+53.1% | Added |
| Virtu Financial LLC | 3,278 | $427.0K | 0.02% | +3,278 | New |
| Danske Bank A/S | 3,317 | $427.1K | 0.00% | +88+2.7% | Added |
| EverSource Wealth Advisors, LLC | 3,313 | $431.5K | 0.02% | +10+0.3% | Added |
| Diversified Trust Co | 3,315 | $431.8K | 0.01% | +247+8.1% | Added |
| Beverly Hills Private Wealth, LLC | 3,319 | $432.3K | 0.08% | −317−8.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,352 | $436.6K | 0.03% | −100,752−96.8% | Reduced |
| Prospera Financial Services Inc | 3,403 | $443.2K | 0.01% | +20+0.6% | Added |
| VestGen Advisors, LLC | 3,419 | $445.3K | 0.01% | +45+1.3% | Added |
| David R. Rahn & Associates Inc. | 3,425 | $446.1K | 0.11% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,426 | $446.2K | 0.00% | −45−1.3% | Reduced |
| Annex Advisory Services, LLC | 3,459 | $450.6K | 0.01% | +640+22.7% | Added |
| Vantage Financial Partners, LLC | 3,461 | $450.8K | 0.09% | +131+3.9% | Added |
| Puzo Michael J | 3,500 | $455.9K | 0.12% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,543 | $461.5K | 0.00% | +68+2.0% | Added |
| AE Wealth Management LLC | 3,548 | $462.2K | 0.00% | +366+11.5% | Added |
| Brighton Jones LLC | 3,552 | $462.6K | 0.01% | +245+7.4% | Added |
| Jamison Private Wealth Management, Inc. | 3,558 | $463.4K | 0.06% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,577 | $465.9K | 0.00% | +80+2.3% | Added |
| J.W. Cole Advisors, Inc. | 3,635 | $473.4K | 0.01% | +352+10.7% | Added |
| Nwam LLC | 3,779 | $475.4K | 0.03% | +5+0.1% | Added |
| Buckingham Strategic Partners | 3,725 | $475.4K | 0.01% | +1,109+42.4% | Added |
| Cary Street Partners Financial LLC | 3,700 | $481.9K | 0.01% | −109−2.9% | Reduced |
| Intrust Bank NA | 3,710 | $483.2K | 0.04% | +107+3.0% | Added |
| Quilter Plc | 3,710 | $483.3K | 0.01% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,839 | $500.0K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,854 | $502.0K | 0.11% | +44+1.2% | Added |
| Watershed Private Wealth LLC | 4,000 | $521.0K | 0.16% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 4,003 | $522.0K | 0.13% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,008 | $522.0K | 0.13% | +7+0.2% | Added |
| CWM, LLC | 4,090 | $533.0K | 0.00% | +777+23.5% | Added |
| HB Wealth Management, LLC | 4,155 | $541.2K | 0.00% | −3−0.1% | Reduced |
| KLCM Advisors, Inc. | 4,162 | $542.1K | 0.05% | −21−0.5% | Reduced |
| Andra AP-fonden | 3,000 | $544.0K | 0.01% | +3,000 | New |
| Oppenheimer & Co Inc | 4,302 | $560.3K | 0.01% | −270−5.9% | Reduced |
| Ethic Inc. | 4,311 | $561.5K | 0.01% | +2,438+130.2% | Added |
| Code Waechter LLC | 4,411 | $563.5K | 0.37% | −141−3.1% | Reduced |
| PDS Planning, Inc | 4,352 | $566.8K | 0.04% | +17+0.4% | Added |
| Frank, Rimerman Advisors LLC | 4,359 | $567.8K | 0.04% | +20.0% | Added |
| Biltmore Family Office, LLC | 4,360 | $567.9K | 0.08% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,375 | $569.8K | 0.15% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,379 | $570.4K | 0.01% | +70+1.6% | Added |
| Park Avenue Securities LLC | 4,387 | $571.0K | 0.00% | −212−4.6% | Reduced |
| CAPROCK Group, Inc. | 4,764 | $576.6K | 0.01% | +4,764 | New |
| First Citizens Bank & Trust Co | 4,464 | $581.4K | 0.01% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $583.0K | 0.11% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,478 | $583.3K | 0.04% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,505 | $586.9K | 0.09% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,508 | $587.2K | 0.38% | 00.0% | Unchanged |
| MAI Capital Management | 4,542 | $591.6K | 0.00% | +752+19.8% | Added |
| Sand Hill Global Advisors, LLC | 4,569 | $595.1K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 4,594 | $598.4K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,634 | $603.5K | 0.01% | −122−2.6% | Reduced |
| Midwest Trust Co | 4,794 | $624.4K | 0.01% | −54−1.1% | Reduced |
| RMB Capital Management, LLC | 4,839 | $630.3K | 0.01% | +116+2.5% | Added |
| Pensionmark Financial Group, LLC | 4,968 | $647.1K | 0.01% | −4−0.1% | Reduced |
| Glenmede Investment Management, LP | 5,043 | $656.9K | 0.00% | −46−0.9% | Reduced |
| Pacifica Partners Inc. | 5,100 | $665.1K | 0.24% | −460−8.3% | Reduced |
| Bridgewater Associates, LP | 5,169 | $673.7K | 0.00% | +2,821+120.1% | Added |
| David Loasby | 5,256 | $676.4K | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 5,321 | $693.0K | 0.00% | +2,272+74.5% | Added |
| Forum Financial Management, LP | 5,458 | $710.9K | 0.01% | +900+19.7% | Added |
| Tradition Wealth Management, LLC | 5,479 | $713.6K | 0.05% | +400+7.9% | Added |
| Ipswich Investment Management Co., Inc. | 5,485 | $714.4K | 0.17% | −125−2.2% | Reduced |
| Vaughan & Co Securities, Inc. | 5,540 | $721.6K | 0.38% | −1,637−22.8% | Reduced |
| Great Valley Advisor Group, Inc. | 5,584 | $727.8K | 0.01% | +69+1.3% | Added |
| Tiaa Trust, National Association | 5,655 | $736.6K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,670 | $738.5K | 0.00% | +1,398+32.7% | Added |
| Savant Capital, LLC | 5,678 | $739.6K | 0.00% | −218−3.7% | Reduced |
| CenterBook Partners LP | 5,682 | $740.1K | 0.04% | +5,682 | New |
| HighPoint Advisor Group LLC | 5,741 | $747.7K | 0.04% | −127−2.2% | Reduced |
| Reuter James Wealth Management, LLC | 5,895 | $767.8K | 0.11% | +13+0.2% | Added |
| Harbour Trust & Investment Management Co | 5,975 | $778.2K | 0.08% | 00.0% | Unchanged |