Skip to main content
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, 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.

Institutional holdersQ4 2025: 617 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 heldQ4 2025: $43.2B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q3 2025.

Institutions holding BMO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Townsend & Associates, Inc2,225$300.1K0.03%00.0%Unchanged
Park National Corp2,325$301.8K0.01%00.0%Unchanged
Patten & Patten Inc2,328$302.2K0.02%00.0%Unchanged
Beverly Hills Private Wealth, LLC2,334$303.0K0.05%−985−29.7%Reduced
Westwood Holdings Group Inc.2,336$303.2K0.00%00.0%Unchanged
Magnus Financial Group LLC2,342$304.0K0.02%−515−18.0%Reduced
Bogart Wealth, LLC2,381$309.0K0.01%+179+8.1%Added
Ascent Group, LLC2,394$310.7K0.01%+17+0.7%Added
Gill Capital Partners, LLC2,412$313.1K0.09%00.0%Unchanged
North Star Investment Management Corp.2,417$313.7K0.02%+28+1.2%Added
AlphaCore Capital LLC2,419$314.0K0.01%+393+19.4%Added
First Business Financial Services, Inc.2,462$319.5K0.03%−30−1.2%Reduced
Argent Trust Co2,487$322.8K0.01%−285−10.3%Reduced
Perfromance Wealth Partners, LLC2,500$324.5K0.01%00.0%Unchanged
CVA Family Office, LLC2,512$326.0K0.04%00.0%Unchanged
Old National Bancorp2,542$329.9K0.01%00.0%Unchanged
SBI Securities Co., Ltd.2,549$330.8K0.01%−60−2.3%Reduced
Archetype Wealth Partners2,557$332.0K0.04%00.0%Unchanged
Smith, Moore & Co.2,636$342.1K0.03%00.0%Unchanged
GWM Advisors LLC2,640$342.6K0.00%−500−15.9%Reduced
Fielder Capital Group LLC2,640$342.7K0.07%00.0%Unchanged
Alongside, LLC2,673$346.9K0.12%+2,673New
Buckingham Strategic Partners2,677$347.4K0.00%−1,048−28.1%Reduced
Keudell/Morrison Wealth Management2,680$347.8K0.07%+2,680New
Asahi Life Asset Management Co., Ltd.2,688$349.5K0.19%+2,688New
Medallion Wealth Advisors, LLC2,699$350.3K0.12%−2−0.1%Reduced
Terry L. Blaker2,716$352.5K0.01%00.0%Unchanged
Diversified Trust Co2,740$355.6K0.01%−575−17.3%Reduced
Parallel Advisors, LLC2,759$358.1K0.01%+10.0%Added
United Capital Financial Advisers, LLC2,782$361.1K0.00%+163+6.2%Added
Murphy & Mullick Capital Management Corp2,783$361.2K0.26%−61−2.1%Reduced
Commerce Bank2,802$363.7K0.00%00.0%Unchanged
Cozad Asset Management Inc2,837$368.2K0.03%00.0%Unchanged
Lazard Asset Management LLC2,855$370.8K0.00%+958+50.5%Added
Five Oceans Advisors2,938$381.3K0.13%00.0%Unchanged
Bayban2,943$382.0K0.34%+2,943New
Stratos Wealth Partners, LTD.2,961$384.4K0.00%+499+20.3%Added
Umb Bank N A2,976$386.3K0.01%−1,618−35.2%Reduced
Danske Bank A/S2,977$387.2K0.00%−340−10.3%Reduced
Twinbeech Capital LP3,001$389.5K0.03%+3,001New
Bridgewater Advisors Inc.2,869$389.5K0.03%00.0%Unchanged
NBC Securities, Inc.3,049$395.8K0.03%−115−3.6%Reduced
Checchi Capital Advisers, LLC3,053$396.2K0.03%−78−2.5%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,062$397.5K0.05%00.0%Unchanged
Wedbush Securities Inc3,066$398.0K0.01%−34−1.1%Reduced
Fifth Third Bancorp3,087$400.7K0.00%−339−9.9%Reduced
Isthmus Partners, LLC3,091$401.2K0.04%+3,091New
Geneos Wealth Management Inc.3,125$405.6K0.01%00.0%Unchanged
AE Wealth Management LLC3,185$413.4K0.00%−363−10.2%Reduced
Pinebridge Investments LLC2,336$416.4K0.00%+2,336New
Rockland Trust Co3,243$420.9K0.02%+323+11.1%Added
Versant Capital Management, Inc3,286$426.5K0.05%+323+10.9%Added
David R. Rahn & Associates Inc.3,425$444.5K0.11%00.0%Unchanged
Prospera Financial Services Inc3,438$446.2K0.01%+35+1.0%Added
Vantage Financial Partners, LLC3,465$449.7K0.09%+4+0.1%Added
Puzo Michael J3,500$454.3K0.12%00.0%Unchanged
Intrust Bank NA3,501$454.4K0.04%−209−5.6%Reduced
Brown Brothers Harriman & Co3,535$458.8K0.00%+368+11.6%Added
Jamison Private Wealth Management, Inc.3,558$461.8K0.06%00.0%Unchanged
Atlas Capital Advisors LLC3,644$473.0K0.05%+3,644New
EverSource Wealth Advisors, LLC3,666$475.8K0.02%+353+10.7%Added
Dixon Mitchell Investment Counsel Inc.3,662$476.2K0.02%+3,662New
Cary Street Partners Financial LLC3,700$480.2K0.01%00.0%Unchanged
Annex Advisory Services, LLC3,704$480.7K0.01%+245+7.1%Added
PCM Encore, LLC3,707$481.1K0.10%+3,707New
Quilter Plc3,710$481.8K0.01%00.0%Unchanged
Farther Finance Advisors, LLC3,715$482.2K0.01%+1,088+41.4%Added
Vident Advisory, LLC3,724$483.5K0.00%+759+25.6%Added
KLCM Advisors, Inc.3,779$490.5K0.04%−383−9.2%Reduced
Mediolanum International Funds Ltd3,764$491.7K0.00%+709+23.2%Added
Davis-Rea Ltd.3,800$493.8K0.12%−203−5.1%Reduced
Crescent Grove Advisors, LLC3,839$498.3K0.05%00.0%Unchanged
West Family Investments, Inc.3,854$500.2K0.12%00.0%Unchanged
Nwam LLC3,666$501.6K0.03%−113−3.0%Reduced
Watershed Private Wealth LLC4,000$519.2K0.16%00.0%Unchanged
Silverlake Wealth Management LLC4,014$521.0K0.12%+6+0.1%Added
Legacy Financial Advisors, Inc.4,101$532.3K0.07%+897+28.0%Added
Evergreen Capital Management LLC4,112$533.7K0.01%−267−6.1%Reduced
CWM, LLC4,150$539.0K0.00%+60+1.5%Added
Avant Financial Advisors LLC4,160$539.9K0.39%+2,080+100.0%Added
Reuter James Wealth Management, LLC4,194$544.3K0.07%−1,701−28.9%Reduced
Camden Capital, LLC4,200$545.2K0.03%−278−6.2%Reduced
VestGen Advisors, LLC4,343$563.7K0.02%+924+27.0%Added
Biltmore Family Office, LLC4,360$565.9K0.08%00.0%Unchanged
Boltwood Capital Management4,375$567.8K0.15%00.0%Unchanged
PDS Planning, Inc4,399$570.9K0.04%+47+1.1%Added
Kestra Private Wealth Services, LLC4,407$572.0K0.01%−3,055−40.9%Reduced
MQS Management LLC4,432$575.2K0.34%+4,432New
Patrick M Sweeney & Associates, Inc4,453$578.0K0.36%−55−1.2%Reduced
First Citizens Bank & Trust Co4,464$579.4K0.01%00.0%Unchanged
Rowland & Co Investment Counsel4,476$580.9K0.11%00.0%Unchanged
Code Waechter LLC4,486$582.2K0.37%+75+1.7%Added
Xponance, Inc.4,489$583.7K0.00%+4,489New
Ellenbecker Investment Group4,505$584.8K0.08%00.0%Unchanged
Heck Capital Advisors, LLC4,636$601.7K0.04%+4,636New
MAI Capital Management4,640$602.2K0.00%+98+2.2%Added
HB Wealth Management, LLC4,650$603.5K0.00%+495+11.9%Added
Sand Hill Global Advisors, LLC4,682$607.7K0.02%+113+2.5%Added
Bridgewater Associates, LP4,759$618.9K0.00%−410−7.9%Reduced
Wellington-Altus USA Inc.4,465$619.9K0.46%+4,465New