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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 6,026 | $784.9K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,079 | $791.8K | 0.04% | +4+0.1% | Added |
| Williamson Legacy Group, LLC | 6,169 | $803.5K | 0.62% | +6,169 | New |
| Wealthspire Advisors, LLC | 6,230 | $811.5K | 0.00% | −216−3.4% | Reduced |
| Rockefeller Capital Management L.P. | 6,397 | $833.3K | 0.00% | +6,397 | New |
| Steward Partners Investment Advisory, LLC | 6,444 | $839.3K | 0.00% | +1,702+35.9% | Added |
| Ieq Capital, LLC | 6,467 | $842.3K | 0.00% | +4,504+229.4% | Added |
| D.A. Davidson & Co. | 6,506 | $847.4K | 0.01% | +282+4.5% | Added |
| Ti-Trust, Inc | 6,692 | $871.6K | 0.55% | 00.0% | Unchanged |
| Mairs & Power Inc | 6,746 | $878.7K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,989 | $910.3K | 0.11% | +6,989 | New |
| Syon Capital LLC | 7,048 | $918.0K | 0.05% | +19+0.3% | Added |
| Mercer Global Advisors Inc | 7,062 | $919.8K | 0.00% | +295+4.4% | Added |
| Baskin Financial Services Inc. | 7,067 | $920.0K | 0.07% | +195+2.8% | Added |
| Harbour Investments, Inc. | 7,280 | $948.3K | 0.02% | +257+3.7% | Added |
| Kestra Private Wealth Services, LLC | 7,462 | $971.9K | 0.01% | +42+0.6% | Added |
| Jefferies Financial Group Inc. | 7,492 | $975.8K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 7,986 | $1.04M | 0.00% | −1,489−15.7% | Reduced |
| Atomi Financial Group, Inc. | 8,020 | $1.04M | 0.03% | +1,585+24.6% | Added |
| Ashton Thomas Private Wealth, LLC | 8,164 | $1.06M | 0.03% | +563+7.4% | Added |
| North Star Asset Management Inc | 8,174 | $1.06M | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,207 | $1.07M | 0.05% | +6,107+290.8% | Added |
| Yousif Capital Management, LLC | 8,281 | $1.08M | 0.01% | −2,020−19.6% | Reduced |
| Captrust Financial Advisors | 8,347 | $1.09M | 0.00% | +118+1.4% | Added |
| Verdence Capital Advisors LLC | 8,543 | $1.09M | 0.06% | −1,181−12.1% | Reduced |
| Tacita Capital Inc | 8,367 | $1.09M | 0.66% | +2,630+45.8% | Added |
| Louisbourg Investments Inc. | 8,428 | $1.10M | 0.24% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 8,582 | $1.12M | 0.01% | +129+1.5% | Added |
| Advisors Asset Management, Inc. | 8,590 | $1.12M | 0.02% | −306−3.4% | Reduced |
| Wealth Alliance | 8,593 | $1.12M | 0.12% | +420+5.1% | Added |
| Journey Strategic Wealth LLC | 8,729 | $1.14M | 0.03% | −9−0.1% | Reduced |
| Colony Group, LLC | 9,740 | $1.17M | 0.00% | +2,814+40.6% | Added |
| Independent Advisor Alliance | 9,146 | $1.19M | 0.03% | −409−4.3% | Reduced |
| Berger Financial Group, Inc | 9,350 | $1.22M | 0.07% | −181−1.9% | Reduced |
| First American Bank | 9,360 | $1.22M | 0.08% | 00.0% | Unchanged |
| Resources Management Corp | 9,480 | $1.24M | 0.16% | −5−0.1% | Reduced |
| Ontario Teachers Pension Plan Board | 9,618 | $1.25M | 0.03% | +3,114+47.9% | Added |
| Ignite Planners, LLC | 9,635 | $1.25M | 0.21% | −486−4.8% | Reduced |
| Keybank National Association | 9,692 | $1.26M | 0.00% | −319−3.2% | Reduced |
| Smithfield Trust Co | 9,766 | $1.27M | 0.06% | 00.0% | Unchanged |
| IFG Advisory, LLC | 9,816 | $1.28M | 0.06% | −3,284−25.1% | Reduced |
| Bleakley Financial Group, LLC | 10,064 | $1.31M | 0.03% | +10,064 | New |
| Credit Agricole S A | 10,292 | $1.34M | 0.00% | +10,292 | New |
| Cambridge Investment Research Advisors, Inc. | 10,428 | $1.36M | 0.00% | −196−1.8% | Reduced |
| Signaturefd, LLC | 10,609 | $1.38M | 0.02% | +355+3.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,696 | $1.39M | 0.06% | +10,696 | New |
| Ritholtz Wealth Management | 10,849 | $1.41M | 0.03% | −11−0.1% | Reduced |
| Jones Financial Companies LLLP | 10,846 | $1.42M | 0.00% | +836+8.4% | Added |
| Turn8 Private Wealth Inc. | 11,018 | $1.44M | 1.03% | +113+1.0% | Added |
| Brinker Capital Investments, LLC | 11,408 | $1.49M | 0.01% | +1,162+11.3% | Added |
| State Street Corp | 11,465 | $1.49M | 0.00% | −66−0.6% | Reduced |
| Raleigh Capital Management Inc. | 12,130 | $1.58M | 0.60% | +493+4.2% | Added |
| Probity Advisors, Inc. | 12,371 | $1.61M | 0.26% | −337−2.7% | Reduced |
| Texas Yale Capital Corp. | 12,413 | $1.62M | 0.05% | −75−0.6% | Reduced |
| Prudential Financial Inc | 12,505 | $1.63M | 0.00% | +7,735+162.2% | Added |
| Pathstone Holdings, LLC | 12,894 | $1.68M | 0.01% | −204−1.6% | Reduced |
| Cigna Investments Inc | 12,949 | $1.69M | 0.24% | −144−1.1% | Reduced |
| Fulton Bank, N.A. | 13,660 | $1.78M | 0.06% | −289−2.1% | Reduced |
| Curbstone Financial Management Corp | 13,834 | $1.80M | 0.35% | 00.0% | Unchanged |
| Ossiam | 13,846 | $1.80M | 0.02% | −12,547−47.5% | Reduced |
| Cerity Partners LLC | 14,235 | $1.85M | 0.00% | +1,871+15.1% | Added |
| Principal Financial Group Inc | 14,600 | $1.90M | 0.00% | −1,000−6.4% | Reduced |
| UBS Asset Management Americas Inc | 14,840 | $1.93M | 0.00% | −1,001,257−98.5% | Reduced |
| Wetherby Asset Management Inc | 15,229 | $1.98M | 0.08% | +17+0.1% | Added |
| Vise Technologies, Inc. | 15,321 | $2.00M | 0.07% | −6,495−29.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 15,500 | $2.02M | 0.01% | −279−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,700 | $2.04M | 0.00% | +3,475+28.4% | Added |
| Gries Financial LLC | 15,835 | $2.06M | 0.33% | −48−0.3% | Reduced |
| Associated Banc-Corp | 16,109 | $2.10M | 0.06% | +4,456+38.2% | Added |
| BTG Pactual Asset Management US LLC | 16,220 | $2.11M | 0.25% | +16,220 | New |
| Capital Wealth Planning, LLC | 16,805 | $2.19M | 0.02% | +16,805 | New |
| First Bank & Trust | 16,836 | $2.19M | 0.37% | +630+3.9% | Added |
| Atria Investments LLC | 17,223 | $2.24M | 0.03% | +641+3.9% | Added |
| UniSuper Management Pty Ltd | 12,400 | $2.25M | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 17,397 | $2.27M | 0.01% | −74−0.4% | Reduced |
| NorthRock Partners, LLC | 17,579 | $2.29M | 0.04% | −197−1.1% | Reduced |
| Algert Global LLC | 17,671 | $2.30M | 0.04% | −626−3.4% | Reduced |
| Assetmark, Inc | 17,668 | $2.30M | 0.00% | +946+5.7% | Added |
| Naples Global Advisors, LLC | 17,700 | $2.31M | 0.18% | −145−0.8% | Reduced |
| Millennium Management LLC | 18,419 | $2.40M | 0.00% | +18,419 | New |
| Balyasny Asset Management LLC | 18,445 | $2.40M | 0.00% | +16,345+778.3% | Added |
| Shell Asset Management Co | 18,611 | $2.42M | 0.24% | −10,400−35.8% | Reduced |
| Silver Lake Advisory, LLC | 18,858 | $2.46M | 0.98% | −9,523−33.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,492 | $2.54M | 0.04% | +448+2.4% | Added |
| Advisor Group Holdings, Inc. | 21,318 | $2.65M | 0.00% | +1,834+9.4% | Added |
| JustInvest LLC | 20,626 | $2.69M | 0.03% | +2,337+12.8% | Added |
| Worldquant Millennium Advisors LLC | 20,622 | $2.69M | 0.01% | +10,721+108.3% | Added |
| Cumberland Partners Ltd | 21,627 | $2.82M | 0.18% | +826+4.0% | Added |
| Kestra Advisory Services, LLC | 21,803 | $2.84M | 0.01% | +14,165+185.5% | Added |
| ASR Vermogensbeheer N.V. | 22,213 | $2.90M | 0.04% | +358+1.6% | Added |
| Union Bancaire Privee, UBP SA | 22,380 | $2.92M | 0.06% | −3,562−13.7% | Reduced |
| Voya Investment Management LLC | 22,450 | $2.93M | 0.00% | −6,738−23.1% | Reduced |
| XTX Topco Ltd | 22,573 | $2.94M | 0.15% | −28,448−55.8% | Reduced |
| Private Advisor Group, LLC | 22,609 | $2.94M | 0.01% | −277−1.2% | Reduced |
| US Bancorp | 22,641 | $2.95M | 0.00% | −2,050−8.3% | Reduced |
| Gold Investment Management Ltd. | 22,655 | $2.95M | 0.99% | +228+1.0% | Added |
| Quadrant Capital Group LLC | 22,807 | $2.97M | 0.10% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 23,206 | $3.02M | 0.00% | −1,462−5.9% | Reduced |
| Janney Montgomery Scott LLC | 23,515 | $3.06M | 0.01% | −703−2.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $3.08M | 0.02% | 00.0% | Unchanged |