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 |
|---|---|---|---|---|---|
| Sand Hill Global Advisors, LLC | 4,569 | $595.1K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 4,542 | $591.6K | 0.00% | +752+19.8% | Added |
| Patrick M Sweeney & Associates, Inc | 4,508 | $587.2K | 0.38% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,505 | $586.9K | 0.09% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,478 | $583.3K | 0.04% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 4,476 | $583.0K | 0.11% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,464 | $581.4K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,764 | $576.6K | 0.01% | +4,764 | New |
| Park Avenue Securities LLC | 4,387 | $571.0K | 0.00% | −212−4.6% | Reduced |
| Evergreen Capital Management LLC | 4,379 | $570.4K | 0.01% | +70+1.6% | Added |
| Boltwood Capital Management | 4,375 | $569.8K | 0.15% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,360 | $567.9K | 0.08% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,359 | $567.8K | 0.04% | +20.0% | Added |
| PDS Planning, Inc | 4,352 | $566.8K | 0.04% | +17+0.4% | Added |
| Code Waechter LLC | 4,411 | $563.5K | 0.37% | −141−3.1% | Reduced |
| Ethic Inc. | 4,311 | $561.5K | 0.01% | +2,438+130.2% | Added |
| Oppenheimer & Co Inc | 4,302 | $560.3K | 0.01% | −270−5.9% | Reduced |
| Andra AP-fonden | 3,000 | $544.0K | 0.01% | +3,000 | New |
| KLCM Advisors, Inc. | 4,162 | $542.1K | 0.05% | −21−0.5% | Reduced |
| HB Wealth Management, LLC | 4,155 | $541.2K | 0.00% | −3−0.1% | Reduced |
| CWM, LLC | 4,090 | $533.0K | 0.00% | +777+23.5% | Added |
| Silverlake Wealth Management LLC | 4,008 | $522.0K | 0.13% | +7+0.2% | Added |
| Davis-Rea Ltd. | 4,003 | $522.0K | 0.13% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 4,000 | $521.0K | 0.16% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,854 | $502.0K | 0.11% | +44+1.2% | Added |
| Crescent Grove Advisors, LLC | 3,839 | $500.0K | 0.05% | 00.0% | Unchanged |
| Quilter Plc | 3,710 | $483.3K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 3,710 | $483.2K | 0.04% | +107+3.0% | Added |
| Cary Street Partners Financial LLC | 3,700 | $481.9K | 0.01% | −109−2.9% | Reduced |
| Buckingham Strategic Partners | 3,725 | $475.4K | 0.01% | +1,109+42.4% | Added |
| Nwam LLC | 3,779 | $475.4K | 0.03% | +5+0.1% | Added |
| J.W. Cole Advisors, Inc. | 3,635 | $473.4K | 0.01% | +352+10.7% | Added |
| Kovitz Investment Group Partners, LLC | 3,577 | $465.9K | 0.00% | +80+2.3% | Added |
| Jamison Private Wealth Management, Inc. | 3,558 | $463.4K | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,552 | $462.6K | 0.01% | +245+7.4% | Added |
| AE Wealth Management LLC | 3,548 | $462.2K | 0.00% | +366+11.5% | Added |
| Integrated Wealth Concepts LLC | 3,543 | $461.5K | 0.00% | +68+2.0% | Added |
| Puzo Michael J | 3,500 | $455.9K | 0.12% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 3,461 | $450.8K | 0.09% | +131+3.9% | Added |
| Annex Advisory Services, LLC | 3,459 | $450.6K | 0.01% | +640+22.7% | Added |
| Fifth Third Bancorp | 3,426 | $446.2K | 0.00% | −45−1.3% | Reduced |
| David R. Rahn & Associates Inc. | 3,425 | $446.1K | 0.11% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 3,419 | $445.3K | 0.01% | +45+1.3% | Added |
| Prospera Financial Services Inc | 3,403 | $443.2K | 0.01% | +20+0.6% | Added |
| Campbell & CO Investment Adviser LLC | 3,352 | $436.6K | 0.03% | −100,752−96.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,319 | $432.3K | 0.08% | −317−8.7% | Reduced |
| Diversified Trust Co | 3,315 | $431.8K | 0.01% | +247+8.1% | Added |
| EverSource Wealth Advisors, LLC | 3,313 | $431.5K | 0.02% | +10+0.3% | Added |
| Danske Bank A/S | 3,317 | $427.1K | 0.00% | +88+2.7% | Added |
| Virtu Financial LLC | 3,278 | $427.0K | 0.02% | +3,278 | New |
| Legacy Financial Advisors, Inc. | 3,204 | $417.3K | 0.06% | +1,111+53.1% | Added |
| Hilltop Holdings Inc. | 3,186 | $415.0K | 0.02% | +891+38.8% | Added |
| Bayesian Capital Management, LP | 3,174 | $413.4K | 0.08% | +3,174 | New |
| Brown Brothers Harriman & Co | 3,167 | $412.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,164 | $412.1K | 0.03% | −246−7.2% | Reduced |
| GWM Advisors LLC | 3,140 | $408.9K | 0.00% | +340+12.1% | Added |
| Checchi Capital Advisers, LLC | 3,131 | $407.8K | 0.03% | +109+3.6% | Added |
| Geneos Wealth Management Inc. | 3,125 | $407.0K | 0.01% | +342+12.3% | Added |
| Jain Global LLC | 3,105 | $404.4K | 0.01% | +3,105 | New |
| Wedbush Securities Inc | 3,100 | $404.0K | 0.01% | +9+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,062 | $398.9K | 0.05% | −32−1.0% | Reduced |
| Mediolanum International Funds Ltd | 3,055 | $396.7K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,965 | $386.1K | 0.00% | +77+2.7% | Added |
| Versant Capital Management, Inc | 2,963 | $385.9K | 0.05% | −18−0.6% | Reduced |
| Five Oceans Advisors | 2,938 | $382.7K | 0.14% | −4−0.1% | Reduced |
| Rockland Trust Co | 2,920 | $380.3K | 0.02% | +2,920 | New |
| Lantz Financial LLC | 2,878 | $374.9K | 0.08% | −48−1.6% | Reduced |
| Group One Trading, L.P. | 2,871 | $373.9K | 0.01% | +2,871 | New |
| Stephens Inc | 2,868 | $373.6K | 0.00% | −196−6.4% | Reduced |
| Magnus Financial Group LLC | 2,857 | $372.1K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2,844 | $370.4K | 0.27% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,837 | $369.5K | 0.03% | +40+1.4% | Added |
| Commerce Bank | 2,802 | $365.0K | 0.00% | −15−0.5% | Reduced |
| WoodTrust Financial Corp | 2,789 | $363.0K | 0.04% | −1,871−40.2% | Reduced |
| Argent Trust Co | 2,772 | $361.1K | 0.01% | +138+5.2% | Added |
| Parallel Advisors, LLC | 2,758 | $359.3K | 0.01% | +251+10.0% | Added |
| Snowden Capital Advisors LLC | 2,749 | $358.1K | 0.01% | +28+1.0% | Added |
| Park Place Capital Corp | 2,737 | $356.5K | 0.08% | −13−0.5% | Reduced |
| RSM US Wealth Management LLC | 2,735 | $356.2K | 0.00% | +95+3.6% | Added |
| Terry L. Blaker | 2,716 | $353.8K | 0.01% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,869 | $352.7K | 0.02% | −8−0.3% | Reduced |
| Medallion Wealth Advisors, LLC | 2,701 | $351.8K | 0.12% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,640 | $343.9K | 0.08% | −3−0.1% | Reduced |
| Smith, Moore & Co. | 2,636 | $343.3K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,627 | $342.2K | 0.01% | −38−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 2,619 | $341.1K | 0.00% | +101+4.0% | Added |
| SBI Securities Co., Ltd. | 2,609 | $339.8K | 0.01% | +803+44.5% | Added |
| Tower Research Capital LLC (TRC) | 2,608 | $339.7K | 0.01% | +382+17.2% | Added |
| SkyView Investment Advisors, LLC | 2,599 | $339.0K | 0.04% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,557 | $333.0K | 0.04% | −115−4.3% | Reduced |
| Old National Bancorp | 2,542 | $331.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,512 | $327.2K | 0.04% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,500 | $325.6K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 2,500 | $325.6K | 0.24% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 2,492 | $324.6K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,462 | $320.7K | 0.00% | +2,462 | New |
| Gill Capital Partners, LLC | 2,412 | $314.2K | 0.10% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,389 | $311.2K | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,377 | $309.6K | 0.01% | −379−13.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,369 | $308.6K | 0.01% | +10.0% | Added |