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, Q4 2025
Institutional positions in Bank of Montreal as of Dec 31, 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
- 617
- +53 vs. Q3 2025
- Shares held
- 331.3M
- −4.86M (−1.4%) vs. Q3 2025
- Total value
- $43.2B
- −$653.4M (−1.5%) vs. Q3 2025
- New holders
- 95
- 186 more added
- Sold out
- 42
- 201 more reduced
14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Vermont | 651 | $84.5K | 0.00% | −250−27.7% | Reduced |
| Virtus ETF Advisers LLC | 504 | $89.8K | 0.04% | +4+0.8% | Added |
| Olistico Wealth, LLC | 700 | $90.9K | 0.04% | +700 | New |
| Grove Bank & Trust | 710 | $92.2K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 716 | $92.9K | 0.01% | +165+29.9% | Added |
| Smartleaf Asset Management LLC | 724 | $94.5K | 0.00% | +317+77.9% | Added |
| DHJJ Financial Advisors, Ltd. | 736 | $95.5K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 762 | $98.9K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 828 | $107.5K | 0.04% | +828 | New |
| Tower Research Capital LLC (TRC) | 898 | $116.6K | 0.00% | −1,710−65.6% | Reduced |
| Private Trust Co NA | 904 | $117.3K | 0.01% | −190−17.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 960 | $124.6K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $129.8K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,000 | $129.8K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,006 | $130.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,067 | $138.5K | 0.00% | −90−7.8% | Reduced |
| Retirement Wealth Solutions LLC | 1,086 | $141.0K | 0.09% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,093 | $141.9K | 0.03% | +450+70.0% | Added |
| Winthrop Capital Management, LLC | 1,105 | $143.0K | 0.03% | +1,105 | New |
| Thompson Investment Management, Inc. | 1,122 | $145.6K | 0.02% | −107−8.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,707 | $154.0K | 0.01% | +112+7.0% | Added |
| Parallax Volatility Advisers, L.P. | 1,250 | $162.2K | 0.01% | +1,250 | New |
| Caitong International Asset Management Co., Ltd | 1,256 | $163.0K | 0.04% | +702+126.7% | Added |
| LOM Asset Management Ltd | 930 | $165.8K | 0.05% | +930 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,303 | $169.1K | 0.00% | +1,303 | New |
| Munich Reinsurance Co Stock Corp in Munich | 1,337 | $174.7K | 0.00% | +1,337 | New |
| SRS Capital Advisors, Inc. | 1,358 | $176.3K | 0.01% | −357−20.8% | Reduced |
| Manchester Capital Management LLC | 1,387 | $180.0K | 0.02% | +673+94.3% | Added |
| Webster Bank, N. A. | 1,400 | $181.7K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,500 | $194.7K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 1,521 | $197.4K | 0.08% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 1,545 | $200.9K | 0.00% | +1,545 | New |
| FORM Wealth Advisors, LLC | 1,551 | $201.3K | 0.02% | +1,551 | New |
| Atlantic Family Wealth, LLC | 1,568 | $203.5K | 0.15% | −339−17.8% | Reduced |
| Trust Investment Advisors | 1,579 | $205.0K | 0.11% | +10+0.6% | Added |
| Concurrent Investment Advisors, LLC | 1,590 | $206.4K | 0.00% | +1,590 | New |
| GAMMA Investing LLC | 1,604 | $208.2K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,605 | $208.3K | 0.03% | −80−4.7% | Reduced |
| Beto Financial Group, LLC | 1,514 | $209.6K | 0.14% | +1,514 | New |
| Affinity Capital Advisors, LLC | 1,619 | $210.1K | 0.03% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 1,620 | $210.3K | 0.02% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 1,623 | $210.6K | 0.03% | +1,623 | New |
| Seeds Investor LLC | 1,644 | $213.3K | 0.04% | +8+0.5% | Added |
| Brookstone Capital Management | 1,672 | $216.9K | 0.00% | +21+1.3% | Added |
| OneAscent Family Office, LLC | 1,672 | $217.0K | 0.15% | +1,672 | New |
| SlateStone Wealth, LLC | 1,677 | $218.0K | 0.02% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,680 | $218.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,681 | $218.2K | 0.00% | −16−0.9% | Reduced |
| PFG Investments, LLC | 1,688 | $219.0K | 0.01% | +9+0.5% | Added |
| Independent Financial Group, LLC | 1,691 | $219.5K | 0.00% | −130−7.1% | Reduced |
| SkyOak Wealth, LLC | 1,700 | $220.6K | 0.04% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,700 | $220.6K | 0.13% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,702 | $220.9K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,739 | $225.7K | 0.12% | 00.0% | Unchanged |
| Scientech Research LLC | 1,739 | $225.7K | 0.14% | +1,739 | New |
| Modern Wealth Management, LLC | 1,748 | $226.9K | 0.00% | +1,748 | New |
| Schmidt P J Investment Management Inc | 1,773 | $230.1K | 0.04% | −2−0.1% | Reduced |
| Clarkston Capital Partners, LLC | 1,775 | $230.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,801 | $233.7K | 0.01% | −498−21.7% | Reduced |
| RSM US Wealth Management LLC | 1,794 | $234.1K | 0.00% | −941−34.4% | Reduced |
| Ballentine Partners, LLC | 1,805 | $234.3K | 0.00% | +25+1.4% | Added |
| Qtron Investments LLC | 1,807 | $235.0K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1,829 | $237.4K | 0.06% | +1,829 | New |
| Buckhead Capital Management LLC | 1,854 | $240.6K | 0.09% | +104+5.9% | Added |
| Savvy Advisors, Inc. | 1,870 | $242.7K | 0.01% | +39+2.1% | Added |
| SkyView Investment Advisors, LLC | 1,878 | $244.0K | 0.03% | −721−27.7% | Reduced |
| Landaas & Co | 1,918 | $248.9K | 0.05% | −19−1.0% | Reduced |
| Global Retirement Partners, LLC | 1,923 | $249.6K | 0.00% | +421+28.0% | Added |
| Pure Financial Advisors, Inc. | 1,924 | $249.7K | 0.00% | +1,924 | New |
| MSH Capital Advisors LLC | 1,925 | $249.8K | 0.05% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 1,975 | $256.3K | 0.16% | 00.0% | Unchanged |
| Plancorp, LLC | 1,995 | $258.9K | 0.01% | +1+0.1% | Added |
| CIBC Private Wealth Group, LLC | 1,999 | $259.4K | 0.00% | −195−8.9% | Reduced |
| Bridges Investment Management Inc | 2,000 | $259.6K | 0.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,005 | $260.2K | 0.02% | +139+7.4% | Added |
| SNS Financial Group, LLC | 2,032 | $263.7K | 0.02% | −31−1.5% | Reduced |
| Evelyn Partners Investment Management LLP | 2,064 | $268.1K | 0.01% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 2,064 | $268.1K | 0.03% | −28,300−93.2% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $269.3K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,079 | $269.8K | 0.00% | +26+1.3% | Added |
| Park Place Capital Corp | 2,103 | $272.9K | 0.06% | −634−23.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,121 | $275.3K | 0.01% | −248−10.5% | Reduced |
| Sagespring Wealth Partners, LLC | 2,128 | $276.2K | 0.01% | −9−0.4% | Reduced |
| Income Insurance Ltd | 2,132 | $277.2K | 0.18% | +2,132 | New |
| Two Sigma Securities, LLC | 2,154 | $279.6K | 0.04% | +2,154 | New |
| Valeo Financial Advisors, LLC | 2,162 | $280.6K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,175 | $282.3K | 0.05% | +2,175 | New |
| Fund Advisors of America Inc | 2,185 | $283.6K | 0.26% | +2,185 | New |
| WoodTrust Financial Corp | 2,189 | $284.0K | 0.03% | −600−21.5% | Reduced |
| Stephens Inc | 2,196 | $285.0K | 0.00% | −672−23.4% | Reduced |
| Voleon Capital Management LP | 2,216 | $287.6K | 0.01% | +2,216 | New |
| Sivia Capital Partners, LLC | 2,238 | $290.5K | 0.06% | +2,238 | New |
| Lantz Financial LLC | 2,241 | $290.9K | 0.06% | −637−22.1% | Reduced |
| Thrivent Financial for Lutherans | 2,233 | $291.0K | 0.00% | −16−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 2,274 | $295.1K | 0.01% | −1,361−37.4% | Reduced |
| Aprio Wealth Management, LLC | 2,280 | $295.9K | 0.02% | +409+21.9% | Added |
| Allworth Financial LP | 2,281 | $296.1K | 0.00% | +160+7.5% | Added |
| Hilltop Holdings Inc. | 2,297 | $298.1K | 0.02% | −889−27.9% | Reduced |
| Versor Investments LP | 2,299 | $298.6K | 0.05% | +2,299 | New |
| Snowden Capital Advisors LLC | 2,306 | $299.3K | 0.01% | −443−16.1% | Reduced |