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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
Asahi Life Asset Management Co., Ltd.0$00.00%−3,110−100.0%Sold out
Cherokee Insurance Co0$00.00%−3,005−100.0%Sold out
Procyon Private Wealth Partners, LLC0$00.00%−2,458−100.0%Sold out
Guggenheim Capital LLC0$00.00%−2,400−100.0%Sold out
Chiron Capital Management, LLC0$00.00%−2,250−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−2,116−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−2,081−100.0%Sold out
Squarepoint Ops LLC0$00.00%−2,010−100.0%Sold out
Greenleaf Trust0$00.00%−1,952−100.0%Sold out
Verition Fund Management LLC0$00.00%−1,910−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−1,828−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−1,437−100.0%Sold out
Winthrop Capital Management, LLC0$00.00%−1,089−100.0%Sold out
GeoWealth Management, LLC0$00.00%−1,078−100.0%Sold out
Whittier Trust Co0$00.00%−900−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−834−100.0%Sold out
Ridgewood Investments LLC0$00.00%−772−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−758−100.0%Sold out
Olistico Wealth, LLC0$00.00%−700−100.0%Sold out
Garde Capital, Inc.0$00.00%−682−100.0%Sold out
Headlands Technologies LLC0$00.00%−549−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−223−100.0%Sold out
Ravenstone Capital Management Inc.0$00.00%−175−100.0%Sold out
Walleye Capital LLC0$00.00%−164−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−144−100.0%Sold out
Sierra Ocean, LLC0$00.00%−120−100.0%Sold out
NewSquare Capital LLC0$00.00%−91−100.0%Sold out
Skopos Labs, Inc.0$00.00%−86−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−40−100.0%Sold out
Maseco LLP0$00.00%−35−100.0%Sold out
Optiver Holding B.V.0$00.00%−11−100.0%Sold out
Norges Bank––––Not filed
Avantax Advisory Services, Inc.––––Not filed
Atlas Capital Advisors LLC––––Not filed
Keudell/Morrison Wealth Management––––Not filed
Enterprise Bank & Trust Co––––Not filed
FORM Wealth Advisors, LLC––––Not filed
Iron Horse Wealth Management, LLC––––Not filed
Montag & Caldwell, LLC––––Not filed
First Horizon Advisors, Inc.––––Not filed
Christopher J. Hasenberg, Inc––––Not filed