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 |
|---|---|---|---|---|---|
| Mn Services Vermogensbeheer B.V. | 142,100 | $18.5M | 0.12% | +3,000+2.2% | Added |
| Intech Investment Management LLC | 137,928 | $18.0M | 0.16% | −17,746−11.4% | Reduced |
| Barometer Capital Management Inc. | 99,522 | $17.9M | 4.08% | −6,050−5.7% | Reduced |
| Jane Street Group, LLC | 136,843 | $17.8M | 0.02% | −135,146−49.7% | Reduced |
| Public Employees Retirement System of Ohio | 131,808 | $17.2M | 0.05% | +81,130+160.1% | Added |
| Investment Management Corp of Ontario | 123,876 | $16.1M | 0.24% | −16,501−11.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 111,451 | $14.5M | 0.06% | +2,901+2.7% | Added |
| Vontobel Holding Ltd. | 109,919 | $14.3M | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 109,482 | $14.3M | 0.34% | +96+0.1% | Added |
| USS Investment Management Ltd | 109,149 | $14.2M | 0.07% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 75,352 | $13.7M | 0.29% | −20,872−21.7% | Reduced |
| Swiss Life Asset Management Ltd | 99,874 | $13.0M | 0.07% | +14,494+17.0% | Added |
| MUFG Securities EMEA plc | 100,000 | $13.0M | 0.33% | +100,000 | New |
| Triasima Portfolio Management inc. | 99,892 | $13.0M | 1.96% | −3,675−3.5% | Reduced |
| Wellington Management Group LLP | 98,334 | $12.8M | 0.00% | −6,395−6.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 97,377 | $12.7M | 3.06% | +5,363+5.8% | Added |
| American Assets Investment Management, LLC | 96,000 | $12.5M | 0.92% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 91,823 | $12.0M | 0.12% | −17,934−16.3% | Reduced |
| Waratah Capital Advisors Ltd. | 90,548 | $11.8M | 0.80% | +90,548 | New |
| Claret Asset Management Corp | 88,552 | $11.5M | 1.37% | +59+0.1% | Added |
| Qube Research & Technologies Ltd | 84,935 | $11.1M | 0.02% | −326,173−79.3% | Reduced |
| Truist Financial Corp | 81,214 | $10.6M | 0.01% | −9,550−10.5% | Reduced |
| Utah Retirement Systems | 80,732 | $10.5M | 0.10% | −440−0.5% | Reduced |
| Maryland State Retirement & Pension System | 75,873 | $9.87M | 0.21% | +7,082+10.3% | Added |
| Alliancebernstein L.P. | 69,212 | $9.01M | 0.00% | +17,056+32.7% | Added |
| Natixis Advisors, L.P. | 65,816 | $8.57M | 0.01% | +11,072+20.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 65,889 | $8.48M | 0.01% | −656−1.0% | Reduced |
| Avanza Fonder AB | 45,580 | $8.27M | 0.21% | +1,348+3.0% | Added |
| Creative Planning | 62,297 | $8.11M | 0.01% | +13,840+28.6% | Added |
| JCIC Asset Management Inc. | 60,937 | $7.94M | 2.48% | +60,937 | New |
| Cidel Asset Management Inc | 58,693 | $7.65M | 0.44% | −1,328−2.2% | Reduced |
| Zions Bancorporation, National Association | 57,976 | $7.55M | 0.37% | −2,806−4.6% | Reduced |
| M&T Bank Corp | 57,189 | $7.45M | 0.03% | −898−1.5% | Reduced |
| Janus Henderson Group PLC | 56,127 | $7.29M | 0.00% | −6,419−10.3% | Reduced |
| Beacon Pointe Advisors, LLC | 52,417 | $6.83M | 0.06% | +222+0.4% | Added |
| Mariner, LLC | 52,415 | $6.83M | 0.01% | +5,886+12.7% | Added |
| Northwest Bancshares, Inc. | 51,381 | $6.69M | 1.11% | −3,429−6.3% | Reduced |
| Dana Investment Advisors, Inc. | 51,015 | $6.64M | 0.19% | −843−1.6% | Reduced |
| Cetera Investment Advisers | 50,923 | $6.63M | 0.01% | +8,243+19.3% | Added |
| K.J. Harrison & Partners Inc | 50,847 | $6.62M | 0.95% | −1,641−3.1% | Reduced |
| Gulf International Bank (UK) Ltd | 36,241 | $6.57M | 0.22% | −622−1.7% | Reduced |
| Romano Brothers and Company | 50,308 | $6.55M | 0.75% | −675−1.3% | Reduced |
| Ameriprise Financial Inc | 42,561 | $6.26M | 0.00% | −228−0.5% | Reduced |
| PCJ Investment Counsel Ltd. | 47,570 | $6.20M | 1.72% | +210+0.4% | Added |
| NBT Bank N A | 1,302 | $6.00M | 0.39% | −44,785−97.2% | Reduced |
| AQR Capital Management LLC | 45,968 | $5.99M | 0.00% | +28,408+161.8% | Added |
| Bessemer Group Inc | 45,568 | $5.93M | 0.01% | −12,980−22.2% | Reduced |
| Allianz Asset Management GmbH | 42,386 | $5.52M | 0.01% | +4,988+13.3% | Added |
| Man Group plc | 42,159 | $5.49M | 0.01% | −67,957−61.7% | Reduced |
| Rathbone Brothers plc | 41,404 | $5.40M | 0.02% | −710−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 41,421 | $5.39M | 0.01% | −934−2.2% | Reduced |
| Baird Financial Group, Inc. | 38,148 | $4.97M | 0.01% | +545+1.4% | Added |
| Simplex Trading, LLC | 36,869 | $4.80M | 0.11% | +36,869 | New |
| Wolverine Trading, LLC | 36,683 | $4.76M | 0.10% | +36,683 | New |
| Natixis | 36,036 | $4.69M | 0.03% | +29,297+434.7% | Added |
| St Germain D J Co Inc | 35,827 | $4.67M | 0.19% | −12,918−26.5% | Reduced |
| Quantinno Capital Management LP | 34,981 | $4.56M | 0.01% | +7,607+27.8% | Added |
| MML Investors Services, LLC | 33,856 | $4.41M | 0.01% | −1,222−3.5% | Reduced |
| Pinnacle Associates Ltd | 33,600 | $4.38M | 0.06% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 32,916 | $4.29M | 0.08% | +1,260+4.0% | Added |
| Vertex Planning Partners, LLC | 31,959 | $4.16M | 0.80% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 31,638 | $4.12M | 0.01% | −4,437−12.3% | Reduced |
| Davenport & Co LLC | 31,605 | $4.12M | 0.02% | +803+2.6% | Added |
| Ensign Peak Advisors, Inc | 30,829 | $4.02M | 0.01% | −12,400−28.7% | Reduced |
| Westerkirk Capital Inc. | 30,364 | $3.95M | 0.45% | −6,510−17.7% | Reduced |
| The PNC Financial Services Group, Inc. | 29,178 | $3.80M | 0.00% | +1,646+6.0% | Added |
| ExodusPoint Capital Management, LP | 29,000 | $3.78M | 0.05% | +29,000 | New |
| HighTower Advisors, LLC | 28,839 | $3.76M | 0.00% | −809−2.7% | Reduced |
| Barclays PLC | 28,397 | $3.70M | 0.00% | +16,239+133.6% | Added |
| Sciencast Management LP | 28,217 | $3.68M | 0.69% | +25,773+1,054.5% | Added |
| BNP Paribas Arbitrage, SA | 28,116 | $3.66M | 0.00% | +23,940+573.3% | Added |
| Genus Capital Management Inc. | 27,391 | $3.57M | 0.41% | +9,886+56.5% | Added |
| Metis Global Partners, LLC | 27,164 | $3.54M | 0.08% | −503−1.8% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 26,979 | $3.52M | 1.50% | +91+0.3% | Added |
| TD Private Client Wealth LLC | 26,239 | $3.42M | 0.08% | +2,253+9.4% | Added |
| Crossmark Global Holdings, Inc. | 24,637 | $3.21M | 0.05% | +1,917+8.4% | Added |
| CI Private Wealth, LLC | 24,130 | $3.14M | 0.00% | +1,446+6.4% | Added |
| Carnegie Capital Asset Management, LLC | 24,068 | $3.13M | 0.06% | +1,367+6.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $3.08M | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 23,515 | $3.06M | 0.01% | −703−2.9% | Reduced |
| Assenagon Asset Management S.A. | 23,206 | $3.02M | 0.00% | −1,462−5.9% | Reduced |
| Quadrant Capital Group LLC | 22,807 | $2.97M | 0.10% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 22,655 | $2.95M | 0.99% | +228+1.0% | Added |
| US Bancorp | 22,641 | $2.95M | 0.00% | −2,050−8.3% | Reduced |
| Private Advisor Group, LLC | 22,609 | $2.94M | 0.01% | −277−1.2% | Reduced |
| XTX Topco Ltd | 22,573 | $2.94M | 0.15% | −28,448−55.8% | Reduced |
| Voya Investment Management LLC | 22,450 | $2.93M | 0.00% | −6,738−23.1% | Reduced |
| Union Bancaire Privee, UBP SA | 22,380 | $2.92M | 0.06% | −3,562−13.7% | Reduced |
| ASR Vermogensbeheer N.V. | 22,213 | $2.90M | 0.04% | +358+1.6% | Added |
| Kestra Advisory Services, LLC | 21,803 | $2.84M | 0.01% | +14,165+185.5% | Added |
| Cumberland Partners Ltd | 21,627 | $2.82M | 0.18% | +826+4.0% | Added |
| Worldquant Millennium Advisors LLC | 20,622 | $2.69M | 0.01% | +10,721+108.3% | Added |
| JustInvest LLC | 20,626 | $2.69M | 0.03% | +2,337+12.8% | Added |
| Advisor Group Holdings, Inc. | 21,318 | $2.65M | 0.00% | +1,834+9.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,492 | $2.54M | 0.04% | +448+2.4% | Added |
| Silver Lake Advisory, LLC | 18,858 | $2.46M | 0.98% | −9,523−33.6% | Reduced |
| Shell Asset Management Co | 18,611 | $2.42M | 0.24% | −10,400−35.8% | Reduced |
| Balyasny Asset Management LLC | 18,445 | $2.40M | 0.00% | +16,345+778.3% | Added |
| Millennium Management LLC | 18,419 | $2.40M | 0.00% | +18,419 | New |
| Naples Global Advisors, LLC | 17,700 | $2.31M | 0.18% | −145−0.8% | Reduced |