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Livermore
Livermore
ZHEN

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
Westwood Holdings Group Inc.2,336$304.0K0.00%00.0%Unchanged
Patten & Patten Inc2,328$303.2K0.02%00.0%Unchanged
Park National Corp2,325$302.8K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC2,299$299.4K0.02%+393+20.6%Added
Thrivent Financial for Lutherans2,249$293.0K0.00%−124−5.2%Reduced
Pinebridge Investments, L.P.1,597$289.6K0.00%−5,425−77.3%Reduced
Advisory Services Network, LLC2,218$288.9K0.00%00.0%Unchanged
Bogart Wealth, LLC2,202$286.8K0.01%00.0%Unchanged
SEI Investments Co2,203$286.7K0.00%+2,203New
CIBC Private Wealth Group, LLC2,194$285.8K0.00%+695+46.4%Added
Valeo Financial Advisors, LLC2,162$281.6K0.01%00.0%Unchanged
Sagespring Wealth Partners, LLC2,137$278.3K0.01%+173+8.8%Added
Townsend & Associates, Inc2,225$277.9K0.03%00.0%Unchanged
Allworth Financial LP2,121$276.2K0.00%+94+4.6%Added
Avant Financial Advisors LLC2,080$270.9K0.20%00.0%Unchanged
Riverpoint Wealth Management Holdings, LLC2,075$270.3K0.06%00.0%Unchanged
Evelyn Partners Investment Management LLP2,064$268.9K0.01%00.0%Unchanged
SNS Financial Group, LLC2,063$268.7K0.02%00.0%Unchanged
Apollon Wealth Management, LLC2,053$267.4K0.00%+42+2.1%Added
AlphaCore Capital LLC2,026$263.9K0.01%+526+35.1%Added
Cobblestone Capital Advisors LLC2,000$260.5K0.01%−200−9.1%Reduced
Bridges Investment Management Inc2,000$260.5K0.00%00.0%Unchanged
Plancorp, LLC1,994$259.7K0.01%+1+0.1%Added
First Affirmative Financial Network1,981$258.0K0.12%+25+1.3%Added
Saxony Capital Management, LLC1,975$257.2K0.17%00.0%Unchanged
Landaas & Co1,937$252.0K0.06%+19+1.0%Added
MSH Capital Advisors LLC1,925$250.7K0.07%00.0%Unchanged
Atlantic Family Wealth, LLC1,907$248.4K0.19%00.0%Unchanged
Lazard Asset Management LLC1,897$247.1K0.00%+1,897New
Carter Financial Group, INC.1,876$244.4K0.15%+1,876New
Aprio Wealth Management, LLC1,871$243.7K0.02%+1,871New
Kathmere Capital Management, LLC1,866$243.0K0.02%+1,866New
Susquehanna International Group, LLP1,831$238.5K0.00%−732−28.6%Reduced
Savvy Advisors, Inc.1,831$238.5K0.01%−36−1.9%Reduced
Independent Financial Group, LLC1,821$237.2K0.01%+1,821New
Wrapmanager Inc1,813$236.1K0.07%+1,813New
Qtron Investments LLC1,807$235.5K0.03%+1,807New
Callan Family Office, LLC1,787$232.8K0.01%+1,787New
Ballentine Partners, LLC1,780$231.8K0.00%+1,780New
Schmidt P J Investment Management Inc1,775$231.2K0.04%+1,775New
Clarkston Capital Partners, LLC1,775$231.2K0.00%+1,775New
Buckhead Capital Management LLC1,750$227.9K0.08%+1,750New
Cromwell Holdings LLC1,739$226.5K0.12%00.0%Unchanged
SRS Capital Advisors, Inc.1,715$223.4K0.00%+1,685+5,616.7%Added
Madison Asset Management, LLC1,702$221.7K0.00%+1,702New
Two Sigma Advisers, LP1,700$221.4K0.00%−30,498−94.7%Reduced
Trifecta Capital Advisors, LLC1,700$221.4K0.03%00.0%Unchanged
Pinney & Scofield, Inc.1,700$221.4K0.14%00.0%Unchanged
SkyOak Wealth, LLC1,700$221.4K0.04%+1,700New
Arkadios Wealth Advisors1,697$221.0K0.01%+1,697New
Ironwood Investment Counsel, LLC1,685$219.5K0.03%+1,685New
ERn Financial, LLC1,680$218.8K0.04%+1,680New
PFG Investments, LLC1,679$218.7K0.01%+1,679New
SlateStone Wealth, LLC1,677$218.0K0.02%+1,677New
Brookstone Capital Management1,651$215.0K0.00%+1,651New
Seeds Investor LLC1,636$213.0K0.04%+1,636New
Macquarie Group Ltd1,624$211.5K0.00%−66,477−97.6%Reduced
Altfest L J & Co Inc1,620$211.0K0.02%+1,620New
Affinity Capital Advisors, LLC1,619$210.9K0.03%+1,619New
Oppenheimer Asset Management Inc.1,605$209.1K0.00%−275−14.6%Reduced
GAMMA Investing LLC1,604$208.9K0.01%00.0%Unchanged
Sunpointe, LLC1,599$208.3K0.08%+1,599New
Trust Investment Advisors1,569$204.3K0.11%+1,569New
KPP Advisory Services LLC1,551$202.0K0.03%+1,551New
Kerntke Otto McGlone Wealth Management Group1,549$201.7K0.15%+1,549New
Greykasell Wealth Strategies, Inc.1,521$198.1K0.08%00.0%Unchanged
Global Retirement Partners, LLC1,502$195.6K0.00%−39−2.5%Reduced
Caldwell Trust Co1,500$195.4K0.02%00.0%Unchanged
Webster Bank, N. A.1,400$182.3K0.02%00.0%Unchanged
Thompson Investment Management, Inc.1,229$160.1K0.02%−740−37.6%Reduced
Rhumbline Advisers1,157$150.7K0.00%00.0%Unchanged
Private Trust Co NA1,094$142.5K0.01%−20−1.8%Reduced
JTC Employer Solutions Trusteee Ltd1,595$142.0K0.01%00.0%Unchanged
Retirement Wealth Solutions LLC1,086$141.5K0.09%00.0%Unchanged
Mather Group, LLC.1,055$137.4K0.00%+1,055New
Johnson Financial Group, Inc.1,006$131.0K0.00%−24−2.3%Reduced
Tompkins Financial Corp1,000$130.3K0.01%00.0%Unchanged
Hills Bank & Trust Co1,000$130.3K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC960$125.0K0.02%00.0%Unchanged
Trust Co of Vermont901$117.4K0.01%00.0%Unchanged
Plato Investment Management Ltd880$113.7K0.01%00.0%Unchanged
HM Payson & Co762$99.3K0.00%00.0%Unchanged
CX Institutional743$97.0K0.00%+302+68.5%Added
DHJJ Financial Advisors, Ltd.736$95.9K0.03%00.0%Unchanged
Cary Street Partner Investment Advisory LLC734$95.6K0.04%+455+163.1%Added
Manchester Capital Management LLC714$93.0K0.01%+714New
Grove Bank & Trust710$92.5K0.01%00.0%Unchanged
Virtus ETF Advisers LLC500$90.7K0.05%+500New
Operose Advisors LLC643$83.8K0.02%−761−54.2%Reduced
Caldwell Sutter Capital, Inc.631$82.2K0.04%−104−14.1%Reduced
Massmutual Trust Co FSB622$81.0K0.00%+36+6.1%Added
Principal Securities, Inc.616$80.2K0.00%−35−5.4%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA606$79.0K0.02%+6+1.0%Added
Central Trust Co576$75.0K0.00%+26+4.7%Added
Caitong International Asset Management Co., Ltd554$72.2K0.05%+423+322.9%Added
N.E.W. Advisory Services LLC551$71.8K0.01%00.0%Unchanged
Huntington National Bank517$67.3K0.00%−13−2.5%Reduced
Rothschild Investment LLC503$65.5K0.00%+5+1.0%Added
Evelyn Partners Investment Management Services Ltd500$65.1K0.01%00.0%Unchanged
JNBA Financial Advisors458$59.7K0.01%−42−8.4%Reduced