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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 413 | $53.8K | 0.01% | +5+1.2% | Added |
| Smartleaf Asset Management LLC | 407 | $52.8K | 0.00% | +211+107.7% | Added |
| Crewe Advisors LLC | 400 | $52.1K | 0.00% | −20−4.8% | Reduced |
| Vision Financial Markets LLC | 400 | $52.1K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $52.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 400 | $52.1K | 0.01% | +400 | New |
| Capital Analysts, LLC | 386 | $50.0K | 0.00% | +3+0.8% | Added |
| Harbor Asset Planning, Inc. | 352 | $46.0K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $45.6K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 348 | $45.2K | 0.01% | +348 | New |
| IAG Wealth Partners, LLC | 335 | $43.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 323 | $42.1K | 0.00% | +323 | New |
| IFP Advisors, Inc | 272 | $35.4K | 0.00% | +6+2.3% | Added |
| Bank & Trust Co | 263 | $34.3K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 254 | $33.1K | 0.02% | −5−1.9% | Reduced |
| WFA of San Diego, LLC | 250 | $32.6K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 238 | $31.0K | 0.00% | +196+466.7% | Added |
| True Wealth Design, LLC | 215 | $28.0K | 0.01% | +215 | New |
| Country Trust Bank | 193 | $25.1K | 0.00% | +34+21.4% | Added |
| Trust Co | 188 | $24.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 180 | $23.4K | 0.01% | +48+36.4% | Added |
| Bruce G. Allen Investments, LLC | 178 | $23.2K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 173 | $22.5K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 154 | $20.1K | 0.00% | +154 | New |
| LRI Investments, LLC | 150 | $19.5K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 143 | $18.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 133 | $17.3K | 0.00% | +7+5.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 131 | $17.0K | 0.01% | +1+0.8% | Added |
| WFA Asset Management Corp | 181 | $16.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $16.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $15.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $14.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 109 | $14.2K | 0.00% | +109 | New |
| Princeton Global Asset Management LLC | 100 | $13.0K | 0.00% | −250−71.4% | Reduced |
| TruNorth Capital Management, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 93 | $11.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 79 | $10.3K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 77 | $10.0K | 0.00% | +77 | New |
| Signature Resources Capital Management, LLC | 71 | $9.25K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $9.13K | 0.00% | +70 | New |
| Bare Financial Services, Inc | 69 | $8.99K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 65 | $8.47K | 0.00% | −2,037−96.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 65 | $8.47K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 56 | $7.29K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 55 | $7.16K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $6.51K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 48 | $6.22K | 0.00% | +1+2.1% | Added |
| Bayforest Capital Ltd | 46 | $5.99K | 0.00% | −689−93.7% | Reduced |
| Highline Wealth Partners LLC | 46 | $5.99K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $5.34K | 0.00% | +28+215.4% | Added |
| Colonial Trust Advisors | 40 | $5.21K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 40 | $5.21K | 0.00% | +40 | New |
| Penserra Capital Management LLC | 45 | $5.00K | 0.00% | −18−28.6% | Reduced |
| Fairman Group, LLC | 37 | $4.82K | 0.00% | +37 | New |
| Western Pacific Wealth Management, LP | 32 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $3.52K | 0.00% | +4+17.4% | Added |
| Stephenson National Bank & Trust | 25 | $3.26K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 24 | $3.13K | 0.00% | +24 | New |
| South State Corp. | 24 | $3.13K | 0.00% | +24 | New |
| Valley National Advisers Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Hanson & Doremus Investment Management | 19 | $2.00K | 0.00% | +19 | New |
| Colonial Trust Co | 15 | $1.95K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 14 | $1.77K | 0.00% | +14 | New |
| CoreCap Advisors, LLC | 12 | $1.58K | 0.00% | −12−50.0% | Reduced |
| Private Wealth Asset Management, LLC | 12 | $1.56K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 8 | $1.04K | 0.00% | −1−11.1% | Reduced |
| Pineridge Advisors LLC | 6 | $806 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $782 | 0.00% | +6 | New |
| Stone House Investment Management, LLC | 6 | $782 | 0.00% | +6 | New |
| Leonteq Securities AG | 5 | $651 | 0.00% | −1−16.7% | Reduced |
| Bear Mountain Capital, Inc. | 2 | $251 | 0.00% | +2 | New |
| High Note Wealth, LLC | 1 | $130 | 0.00% | −2−66.7% | Reduced |
| Root Financial Partners, LLC | 1 | $130 | 0.00% | +1 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $120 | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −171,290−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −168,961−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −84,623−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −54,698−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −29,703−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −18,350−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −13,831−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −12,233−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −9,749−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −9,198−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,076−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,582−100.0% | Sold out |
| Midland Wealth Advisors LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −5,605−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −585,236−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −5,423−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,692−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −3,539−100.0% | Sold out |