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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 17,668 | $2.30M | 0.00% | +946+5.7% | Added |
| Algert Global LLC | 17,671 | $2.30M | 0.04% | −626−3.4% | Reduced |
| NorthRock Partners, LLC | 17,579 | $2.29M | 0.04% | −197−1.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,397 | $2.27M | 0.01% | −74−0.4% | Reduced |
| UniSuper Management Pty Ltd | 12,400 | $2.25M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 17,223 | $2.24M | 0.03% | +641+3.9% | Added |
| First Bank & Trust | 16,836 | $2.19M | 0.37% | +630+3.9% | Added |
| Capital Wealth Planning, LLC | 16,805 | $2.19M | 0.02% | +16,805 | New |
| BTG Pactual Asset Management US LLC | 16,220 | $2.11M | 0.25% | +16,220 | New |
| Associated Banc-Corp | 16,109 | $2.10M | 0.06% | +4,456+38.2% | Added |
| Gries Financial LLC | 15,835 | $2.06M | 0.33% | −48−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,700 | $2.04M | 0.00% | +3,475+28.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,500 | $2.02M | 0.01% | −279−1.8% | Reduced |
| Vise Technologies, Inc. | 15,321 | $2.00M | 0.07% | −6,495−29.8% | Reduced |
| Wetherby Asset Management Inc | 15,229 | $1.98M | 0.08% | +17+0.1% | Added |
| UBS Asset Management Americas Inc | 14,840 | $1.93M | 0.00% | −1,001,257−98.5% | Reduced |
| Principal Financial Group Inc | 14,600 | $1.90M | 0.00% | −1,000−6.4% | Reduced |
| Cerity Partners LLC | 14,235 | $1.85M | 0.00% | +1,871+15.1% | Added |
| Ossiam | 13,846 | $1.80M | 0.02% | −12,547−47.5% | Reduced |
| Curbstone Financial Management Corp | 13,834 | $1.80M | 0.35% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 13,660 | $1.78M | 0.06% | −289−2.1% | Reduced |
| Cigna Investments Inc | 12,949 | $1.69M | 0.24% | −144−1.1% | Reduced |
| Pathstone Holdings, LLC | 12,894 | $1.68M | 0.01% | −204−1.6% | Reduced |
| Prudential Financial Inc | 12,505 | $1.63M | 0.00% | +7,735+162.2% | Added |
| Texas Yale Capital Corp. | 12,413 | $1.62M | 0.05% | −75−0.6% | Reduced |
| Probity Advisors, Inc. | 12,371 | $1.61M | 0.26% | −337−2.7% | Reduced |
| Raleigh Capital Management Inc. | 12,130 | $1.58M | 0.60% | +493+4.2% | Added |
| State Street Corp | 11,465 | $1.49M | 0.00% | −66−0.6% | Reduced |
| Brinker Capital Investments, LLC | 11,408 | $1.49M | 0.01% | +1,162+11.3% | Added |
| Turn8 Private Wealth Inc. | 11,018 | $1.44M | 1.03% | +113+1.0% | Added |
| Jones Financial Companies LLLP | 10,846 | $1.42M | 0.00% | +836+8.4% | Added |
| Ritholtz Wealth Management | 10,849 | $1.41M | 0.03% | −11−0.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 10,696 | $1.39M | 0.06% | +10,696 | New |
| Signaturefd, LLC | 10,609 | $1.38M | 0.02% | +355+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,428 | $1.36M | 0.00% | −196−1.8% | Reduced |
| Credit Agricole S A | 10,292 | $1.34M | 0.00% | +10,292 | New |
| Bleakley Financial Group, LLC | 10,064 | $1.31M | 0.03% | +10,064 | New |
| IFG Advisory, LLC | 9,816 | $1.28M | 0.06% | −3,284−25.1% | Reduced |
| Smithfield Trust Co | 9,766 | $1.27M | 0.06% | 00.0% | Unchanged |
| Keybank National Association | 9,692 | $1.26M | 0.00% | −319−3.2% | Reduced |
| Ignite Planners, LLC | 9,635 | $1.25M | 0.21% | −486−4.8% | Reduced |
| Ontario Teachers Pension Plan Board | 9,618 | $1.25M | 0.03% | +3,114+47.9% | Added |
| Resources Management Corp | 9,480 | $1.24M | 0.16% | −5−0.1% | Reduced |
| First American Bank | 9,360 | $1.22M | 0.08% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 9,350 | $1.22M | 0.07% | −181−1.9% | Reduced |
| Independent Advisor Alliance | 9,146 | $1.19M | 0.03% | −409−4.3% | Reduced |
| Colony Group, LLC | 9,740 | $1.17M | 0.00% | +2,814+40.6% | Added |
| Journey Strategic Wealth LLC | 8,729 | $1.14M | 0.03% | −9−0.1% | Reduced |
| Wealth Alliance | 8,593 | $1.12M | 0.12% | +420+5.1% | Added |
| Advisors Asset Management, Inc. | 8,590 | $1.12M | 0.02% | −306−3.4% | Reduced |
| Benjamin Edwards Inc | 8,582 | $1.12M | 0.01% | +129+1.5% | Added |
| Louisbourg Investments Inc. | 8,428 | $1.10M | 0.24% | 00.0% | Unchanged |
| Tacita Capital Inc | 8,367 | $1.09M | 0.66% | +2,630+45.8% | Added |
| Verdence Capital Advisors LLC | 8,543 | $1.09M | 0.06% | −1,181−12.1% | Reduced |
| Captrust Financial Advisors | 8,347 | $1.09M | 0.00% | +118+1.4% | Added |
| Yousif Capital Management, LLC | 8,281 | $1.08M | 0.01% | −2,020−19.6% | Reduced |
| Ausdal Financial Partners, Inc. | 8,207 | $1.07M | 0.05% | +6,107+290.8% | Added |
| North Star Asset Management Inc | 8,174 | $1.06M | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 8,164 | $1.06M | 0.03% | +563+7.4% | Added |
| Atomi Financial Group, Inc. | 8,020 | $1.04M | 0.03% | +1,585+24.6% | Added |
| Blair William & Co | 7,986 | $1.04M | 0.00% | −1,489−15.7% | Reduced |
| Jefferies Financial Group Inc. | 7,492 | $975.8K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 7,462 | $971.9K | 0.01% | +42+0.6% | Added |
| Harbour Investments, Inc. | 7,280 | $948.3K | 0.02% | +257+3.7% | Added |
| Baskin Financial Services Inc. | 7,067 | $920.0K | 0.07% | +195+2.8% | Added |
| Mercer Global Advisors Inc | 7,062 | $919.8K | 0.00% | +295+4.4% | Added |
| Syon Capital LLC | 7,048 | $918.0K | 0.05% | +19+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 6,989 | $910.3K | 0.11% | +6,989 | New |
| Mairs & Power Inc | 6,746 | $878.7K | 0.01% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,692 | $871.6K | 0.55% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 6,506 | $847.4K | 0.01% | +282+4.5% | Added |
| Ieq Capital, LLC | 6,467 | $842.3K | 0.00% | +4,504+229.4% | Added |
| Steward Partners Investment Advisory, LLC | 6,444 | $839.3K | 0.00% | +1,702+35.9% | Added |
| Rockefeller Capital Management L.P. | 6,397 | $833.3K | 0.00% | +6,397 | New |
| Wealthspire Advisors, LLC | 6,230 | $811.5K | 0.00% | −216−3.4% | Reduced |
| Williamson Legacy Group, LLC | 6,169 | $803.5K | 0.62% | +6,169 | New |
| Dorsey & Whitney Trust CO LLC | 6,079 | $791.8K | 0.04% | +4+0.1% | Added |
| Busey Wealth Management | 6,026 | $784.9K | 0.02% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 5,975 | $778.2K | 0.08% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 5,895 | $767.8K | 0.11% | +13+0.2% | Added |
| HighPoint Advisor Group LLC | 5,741 | $747.7K | 0.04% | −127−2.2% | Reduced |
| CenterBook Partners LP | 5,682 | $740.1K | 0.04% | +5,682 | New |
| Savant Capital, LLC | 5,678 | $739.6K | 0.00% | −218−3.7% | Reduced |
| Sequoia Financial Advisors, LLC | 5,670 | $738.5K | 0.00% | +1,398+32.7% | Added |
| Tiaa Trust, National Association | 5,655 | $736.6K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,584 | $727.8K | 0.01% | +69+1.3% | Added |
| Vaughan & Co Securities, Inc. | 5,540 | $721.6K | 0.38% | −1,637−22.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,485 | $714.4K | 0.17% | −125−2.2% | Reduced |
| Tradition Wealth Management, LLC | 5,479 | $713.6K | 0.05% | +400+7.9% | Added |
| Forum Financial Management, LP | 5,458 | $710.9K | 0.01% | +900+19.7% | Added |
| HRT Financial LP | 5,321 | $693.0K | 0.00% | +2,272+74.5% | Added |
| David Loasby | 5,256 | $676.4K | 0.05% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,169 | $673.7K | 0.00% | +2,821+120.1% | Added |
| Pacifica Partners Inc. | 5,100 | $665.1K | 0.24% | −460−8.3% | Reduced |
| Glenmede Investment Management, LP | 5,043 | $656.9K | 0.00% | −46−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 4,968 | $647.1K | 0.01% | −4−0.1% | Reduced |
| RMB Capital Management, LLC | 4,839 | $630.3K | 0.01% | +116+2.5% | Added |
| Midwest Trust Co | 4,794 | $624.4K | 0.01% | −54−1.1% | Reduced |
| Merit Financial Group, LLC | 4,634 | $603.5K | 0.01% | −122−2.6% | Reduced |
| Umb Bank N A | 4,594 | $598.4K | 0.01% | 00.0% | Unchanged |