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 |
|---|---|---|---|---|---|
| Carnegie Capital Asset Management, LLC | 24,068 | $3.13M | 0.06% | +1,367+6.0% | Added |
| CI Private Wealth, LLC | 24,130 | $3.14M | 0.00% | +1,446+6.4% | Added |
| Crossmark Global Holdings, Inc. | 24,637 | $3.21M | 0.05% | +1,917+8.4% | Added |
| TD Private Client Wealth LLC | 26,239 | $3.42M | 0.08% | +2,253+9.4% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 26,979 | $3.52M | 1.50% | +91+0.3% | Added |
| Metis Global Partners, LLC | 27,164 | $3.54M | 0.08% | −503−1.8% | Reduced |
| Genus Capital Management Inc. | 27,391 | $3.57M | 0.41% | +9,886+56.5% | Added |
| BNP Paribas Arbitrage, SA | 28,116 | $3.66M | 0.00% | +23,940+573.3% | Added |
| Sciencast Management LP | 28,217 | $3.68M | 0.69% | +25,773+1,054.5% | Added |
| Barclays PLC | 28,397 | $3.70M | 0.00% | +16,239+133.6% | Added |
| HighTower Advisors, LLC | 28,839 | $3.76M | 0.00% | −809−2.7% | Reduced |
| ExodusPoint Capital Management, LP | 29,000 | $3.78M | 0.05% | +29,000 | New |
| The PNC Financial Services Group, Inc. | 29,178 | $3.80M | 0.00% | +1,646+6.0% | Added |
| Westerkirk Capital Inc. | 30,364 | $3.95M | 0.45% | −6,510−17.7% | Reduced |
| Ensign Peak Advisors, Inc | 30,829 | $4.02M | 0.01% | −12,400−28.7% | Reduced |
| Davenport & Co LLC | 31,605 | $4.12M | 0.02% | +803+2.6% | Added |
| Royal London Asset Management Ltd | 31,638 | $4.12M | 0.01% | −4,437−12.3% | Reduced |
| Vertex Planning Partners, LLC | 31,959 | $4.16M | 0.80% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 32,916 | $4.29M | 0.08% | +1,260+4.0% | Added |
| Pinnacle Associates Ltd | 33,600 | $4.38M | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 33,856 | $4.41M | 0.01% | −1,222−3.5% | Reduced |
| Quantinno Capital Management LP | 34,981 | $4.56M | 0.01% | +7,607+27.8% | Added |
| St Germain D J Co Inc | 35,827 | $4.67M | 0.19% | −12,918−26.5% | Reduced |
| Natixis | 36,036 | $4.69M | 0.03% | +29,297+434.7% | Added |
| Wolverine Trading, LLC | 36,683 | $4.76M | 0.10% | +36,683 | New |
| Simplex Trading, LLC | 36,869 | $4.80M | 0.11% | +36,869 | New |
| Baird Financial Group, Inc. | 38,148 | $4.97M | 0.01% | +545+1.4% | Added |
| Commonwealth Equity Services, LLC | 41,421 | $5.39M | 0.01% | −934−2.2% | Reduced |
| Rathbone Brothers plc | 41,404 | $5.40M | 0.02% | −710−1.7% | Reduced |
| Man Group plc | 42,159 | $5.49M | 0.01% | −67,957−61.7% | Reduced |
| Allianz Asset Management GmbH | 42,386 | $5.52M | 0.01% | +4,988+13.3% | Added |
| Bessemer Group Inc | 45,568 | $5.93M | 0.01% | −12,980−22.2% | Reduced |
| AQR Capital Management LLC | 45,968 | $5.99M | 0.00% | +28,408+161.8% | Added |
| NBT Bank N A | 1,302 | $6.00M | 0.39% | −44,785−97.2% | Reduced |
| PCJ Investment Counsel Ltd. | 47,570 | $6.20M | 1.72% | +210+0.4% | Added |
| Ameriprise Financial Inc | 42,561 | $6.26M | 0.00% | −228−0.5% | Reduced |
| Romano Brothers and Company | 50,308 | $6.55M | 0.75% | −675−1.3% | Reduced |
| Gulf International Bank (UK) Ltd | 36,241 | $6.57M | 0.22% | −622−1.7% | Reduced |
| K.J. Harrison & Partners Inc | 50,847 | $6.62M | 0.95% | −1,641−3.1% | Reduced |
| Cetera Investment Advisers | 50,923 | $6.63M | 0.01% | +8,243+19.3% | Added |
| Dana Investment Advisors, Inc. | 51,015 | $6.64M | 0.19% | −843−1.6% | Reduced |
| Northwest Bancshares, Inc. | 51,381 | $6.69M | 1.11% | −3,429−6.3% | Reduced |
| Mariner, LLC | 52,415 | $6.83M | 0.01% | +5,886+12.7% | Added |
| Beacon Pointe Advisors, LLC | 52,417 | $6.83M | 0.06% | +222+0.4% | Added |
| Janus Henderson Group PLC | 56,127 | $7.29M | 0.00% | −6,419−10.3% | Reduced |
| M&T Bank Corp | 57,189 | $7.45M | 0.03% | −898−1.5% | Reduced |
| Zions Bancorporation, National Association | 57,976 | $7.55M | 0.37% | −2,806−4.6% | Reduced |
| Cidel Asset Management Inc | 58,693 | $7.65M | 0.44% | −1,328−2.2% | Reduced |
| JCIC Asset Management Inc. | 60,937 | $7.94M | 2.48% | +60,937 | New |
| Creative Planning | 62,297 | $8.11M | 0.01% | +13,840+28.6% | Added |
| Avanza Fonder AB | 45,580 | $8.27M | 0.21% | +1,348+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 65,889 | $8.48M | 0.01% | −656−1.0% | Reduced |
| Natixis Advisors, L.P. | 65,816 | $8.57M | 0.01% | +11,072+20.2% | Added |
| Alliancebernstein L.P. | 69,212 | $9.01M | 0.00% | +17,056+32.7% | Added |
| Maryland State Retirement & Pension System | 75,873 | $9.87M | 0.21% | +7,082+10.3% | Added |
| Utah Retirement Systems | 80,732 | $10.5M | 0.10% | −440−0.5% | Reduced |
| Truist Financial Corp | 81,214 | $10.6M | 0.01% | −9,550−10.5% | Reduced |
| Qube Research & Technologies Ltd | 84,935 | $11.1M | 0.02% | −326,173−79.3% | Reduced |
| Claret Asset Management Corp | 88,552 | $11.5M | 1.37% | +59+0.1% | Added |
| Waratah Capital Advisors Ltd. | 90,548 | $11.8M | 0.80% | +90,548 | New |
| Capital Fund Management S.A. | 91,823 | $12.0M | 0.12% | −17,934−16.3% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $12.5M | 0.92% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 97,377 | $12.7M | 3.06% | +5,363+5.8% | Added |
| Wellington Management Group LLP | 98,334 | $12.8M | 0.00% | −6,395−6.1% | Reduced |
| Triasima Portfolio Management inc. | 99,892 | $13.0M | 1.96% | −3,675−3.5% | Reduced |
| MUFG Securities EMEA plc | 100,000 | $13.0M | 0.33% | +100,000 | New |
| Swiss Life Asset Management Ltd | 99,874 | $13.0M | 0.07% | +14,494+17.0% | Added |
| Generali Asset Management SPA SGR | 75,352 | $13.7M | 0.29% | −20,872−21.7% | Reduced |
| USS Investment Management Ltd | 109,149 | $14.2M | 0.07% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 109,482 | $14.3M | 0.34% | +96+0.1% | Added |
| Vontobel Holding Ltd. | 109,919 | $14.3M | 0.04% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 111,451 | $14.5M | 0.06% | +2,901+2.7% | Added |
| Investment Management Corp of Ontario | 123,876 | $16.1M | 0.24% | −16,501−11.8% | Reduced |
| Public Employees Retirement System of Ohio | 131,808 | $17.2M | 0.05% | +81,130+160.1% | Added |
| Jane Street Group, LLC | 136,843 | $17.8M | 0.02% | −135,146−49.7% | Reduced |
| Barometer Capital Management Inc. | 99,522 | $17.9M | 4.08% | −6,050−5.7% | Reduced |
| Intech Investment Management LLC | 137,928 | $18.0M | 0.16% | −17,746−11.4% | Reduced |
| Mn Services Vermogensbeheer B.V. | 142,100 | $18.5M | 0.12% | +3,000+2.2% | Added |
| Northwest & Ethical Investments L.P. | 142,169 | $18.5M | 0.44% | −16,873−10.6% | Reduced |
| DekaBank Deutsche Girozentrale | 144,747 | $18.7M | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 147,642 | $19.2M | 0.02% | −97,118−39.7% | Reduced |
| AXA Investment Managers S.A. | 147,667 | $19.2M | 0.05% | +147,667 | New |
| Varma Mutual Pension Insurance Co | 149,129 | $19.4M | 0.12% | +11,900+8.7% | Added |
| Two Sigma Investments, LP | 154,440 | $20.1M | 0.03% | −471,906−75.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 159,657 | $20.8M | 0.12% | +7,337+4.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 162,321 | $21.2M | 0.11% | +8,197+5.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 164,806 | $21.5M | 0.06% | +37,029+29.0% | Added |
| Canerector Inc | 125,000 | $22.7M | 11.57% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 177,447 | $23.1M | 1.62% | −4,956−2.7% | Reduced |
| Candriam Luxembourg S.C.A. | 180,563 | $23.5M | 0.12% | +173,758+2,553.4% | Added |
| Neuberger Berman Group LLC | 185,565 | $24.2M | 0.02% | −6,278−3.3% | Reduced |
| Forsta Ap-Fonden | 214,600 | $28.0M | 0.17% | −26,800−11.1% | Reduced |
| Intact Investment Management Inc. | 217,230 | $28.3M | 0.86% | −14,320−6.2% | Reduced |
| Rempart Asset Management Inc. | 221,770 | $28.9M | 5.35% | +1,145+0.5% | Added |
| Montrusco Bolton Investments Inc. | 227,141 | $29.6M | 0.34% | +33,251+17.1% | Added |
| American Century Companies Inc | 243,615 | $31.7M | 0.02% | +46,884+23.8% | Added |
| Renaissance Technologies LLC | 247,795 | $32.3M | 0.04% | +41,900+20.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 291,184 | $38.0M | 0.09% | −15,755−5.1% | Reduced |
| Franklin Resources Inc | 299,029 | $38.8M | 0.01% | −35,017−10.5% | Reduced |
| First Trust Advisors LP | 300,395 | $39.1M | 0.03% | −70,423−19.0% | Reduced |