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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 4,821 | $625.8K | 0.01% | +57+1.2% | Added |
| Pensionmark Financial Group, LLC | 4,835 | $627.5K | 0.01% | −133−2.7% | Reduced |
| RMB Capital Management, LLC | 4,848 | $629.2K | 0.01% | +9+0.2% | Added |
| Park Avenue Securities LLC | 4,873 | $633.0K | 0.01% | +486+11.1% | Added |
| Passumpsic Savings Bank | 5,314 | $689.7K | 0.38% | +5,314 | New |
| HighPoint Advisor Group LLC | 5,336 | $692.6K | 0.02% | −405−7.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,344 | $693.6K | 0.00% | −1,100−17.1% | Reduced |
| Ignite Planners, LLC | 5,109 | $695.6K | 0.11% | −4,526−47.0% | Reduced |
| Midwest Trust Co | 5,380 | $698.3K | 0.01% | +586+12.2% | Added |
| Vaughan & Co Securities, Inc. | 5,411 | $702.3K | 0.36% | −129−2.3% | Reduced |
| Tradition Wealth Management, LLC | 5,474 | $710.5K | 0.05% | −5−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,485 | $711.9K | 0.16% | 00.0% | Unchanged |
| David Loasby | 5,401 | $723.4K | 0.05% | +145+2.8% | Added |
| Great Valley Advisor Group, Inc. | 5,583 | $724.9K | 0.01% | −10.0% | Reduced |
| Savant Capital, LLC | 5,590 | $725.6K | 0.00% | −88−1.5% | Reduced |
| Tiaa Trust, National Association | 5,655 | $734.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,781 | $750.3K | 0.01% | +323+5.9% | Added |
| Merit Financial Group, LLC | 5,816 | $754.8K | 0.01% | +1,182+25.5% | Added |
| Group One Trading, L.P. | 5,866 | $761.3K | 0.02% | +2,995+104.3% | Added |
| Sequoia Financial Advisors, LLC | 5,923 | $768.7K | 0.00% | +253+4.5% | Added |
| Harbour Trust & Investment Management Co | 5,955 | $772.9K | 0.08% | −20−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,081 | $789.3K | 0.04% | +20.0% | Added |
| Busey Wealth Management | 6,249 | $811.1K | 0.02% | +223+3.7% | Added |
| Yousif Capital Management, LLC | 6,051 | $812.6K | 0.01% | −2,230−26.9% | Reduced |
| Ethic Inc. | 6,317 | $819.9K | 0.01% | +2,006+46.5% | Added |
| Advisors Asset Management, Inc. | 6,413 | $832.3K | 0.01% | −2,177−25.3% | Reduced |
| Wealth Alliance | 6,425 | $833.9K | 0.08% | −2,168−25.2% | Reduced |
| Ossiam | 6,476 | $842.1K | 0.02% | −7,370−53.2% | Reduced |
| Glenmede Trust Co NA | 6,565 | $852.1K | 0.00% | +6,565 | New |
| Frank, Rimerman Advisors LLC | 6,664 | $864.9K | 0.05% | +2,305+52.9% | Added |
| Ti-Trust, Inc | 6,692 | $868.6K | 0.54% | 00.0% | Unchanged |
| HRT Financial LP | 6,731 | $873.0K | 0.00% | +1,410+26.5% | Added |
| Mairs & Power Inc | 6,746 | $875.6K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,835 | $887.1K | 0.01% | +605+9.7% | Added |
| Ieq Capital, LLC | 6,864 | $890.9K | 0.00% | +397+6.1% | Added |
| Harbour Investments, Inc. | 6,932 | $899.7K | 0.02% | −348−4.8% | Reduced |
| Benjamin Edwards Inc | 6,979 | $905.8K | 0.01% | −1,603−18.7% | Reduced |
| Parrish Capital LLC | 6,981 | $906.1K | 0.82% | +6,981 | New |
| Baskin Financial Services Inc. | 7,067 | $918.0K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,085 | $919.6K | 0.00% | +5,254+286.9% | Added |
| Blair William & Co | 7,343 | $953.1K | 0.00% | −643−8.1% | Reduced |
| IFG Advisory, LLC | 7,397 | $960.1K | 0.04% | −2,419−24.6% | Reduced |
| Verdence Capital Advisors LLC | 7,417 | $962.6K | 0.06% | −1,126−13.2% | Reduced |
| D.A. Davidson & Co. | 7,480 | $970.9K | 0.01% | +974+15.0% | Added |
| Syon Capital LLC | 7,795 | $1.01M | 0.05% | +747+10.6% | Added |
| Mercer Global Advisors Inc | 7,816 | $1.01M | 0.00% | +754+10.7% | Added |
| Callan Family Office, LLC | 7,837 | $1.02M | 0.02% | +6,050+338.6% | Added |
| Redhawk Wealth Advisors, Inc. | 8,080 | $1.05M | 0.12% | +1,091+15.6% | Added |
| North Star Asset Management Inc | 8,099 | $1.05M | 0.04% | −75−0.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,173 | $1.06M | 0.03% | +9+0.1% | Added |
| Ausdal Financial Partners, Inc. | 8,308 | $1.08M | 0.05% | +101+1.2% | Added |
| Louisbourg Investments Inc. | 8,400 | $1.09M | 0.22% | −28−0.3% | Reduced |
| Captrust Financial Advisors | 8,417 | $1.09M | 0.00% | +70+0.8% | Added |
| Atomi Financial Group, Inc. | 8,555 | $1.11M | 0.03% | +535+6.7% | Added |
| Journey Strategic Wealth LLC | 8,627 | $1.12M | 0.03% | −102−1.2% | Reduced |
| Tacita Capital Inc | 8,656 | $1.12M | 0.65% | +289+3.5% | Added |
| Associated Banc-Corp | 8,888 | $1.15M | 0.03% | −7,221−44.8% | Reduced |
| Abacus Wealth Partners, LLC | 9,121 | $1.18M | 0.12% | +9,121 | New |
| Raleigh Capital Management Inc. | 9,168 | $1.19M | 0.43% | −2,962−24.4% | Reduced |
| Prudential Financial Inc | 9,170 | $1.19M | 0.00% | −3,335−26.7% | Reduced |
| Keybank National Association | 9,297 | $1.21M | 0.00% | −395−4.1% | Reduced |
| Berger Financial Group, Inc | 9,350 | $1.21M | 0.07% | 00.0% | Unchanged |
| First American Bank | 9,360 | $1.21M | 0.07% | 00.0% | Unchanged |
| Resources Management Corp | 9,395 | $1.22M | 0.16% | −85−0.9% | Reduced |
| Morningstar Investment Management LLC | 9,571 | $1.24M | 0.07% | +9,571 | New |
| Ontario Teachers Pension Plan Board | 9,618 | $1.25M | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,766 | $1.27M | 0.06% | 00.0% | Unchanged |
| Independent Advisor Alliance | 9,873 | $1.28M | 0.03% | +727+7.9% | Added |
| Fulton Bank, N.A. | 10,101 | $1.31M | 0.05% | −3,559−26.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,530 | $1.37M | 0.00% | +102+1.0% | Added |
| Worldquant Millennium Advisors LLC | 10,645 | $1.38M | 0.01% | −9,977−48.4% | Reduced |
| Signaturefd, LLC | 10,714 | $1.39M | 0.02% | +105+1.0% | Added |
| Turn8 Private Wealth Inc. | 11,122 | $1.45M | 1.04% | +104+0.9% | Added |
| Citadel Advisors LLC | 11,337 | $1.47M | 0.00% | +11,337 | New |
| State Street Corp | 11,465 | $1.49M | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 11,550 | $1.50M | 0.08% | +11,550 | New |
| Probity Advisors, Inc. | 11,785 | $1.53M | 0.24% | −586−4.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,270 | $1.59M | 0.36% | +12,270 | New |
| Texas Yale Capital Corp. | 12,413 | $1.61M | 0.05% | 00.0% | Unchanged |
| Colony Group, LLC | 12,552 | $1.63M | 0.00% | +2,812+28.9% | Added |
| Quantbot Technologies LP | 12,693 | $1.65M | 0.05% | +12,693 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,700 | $1.65M | 0.00% | +12,700 | New |
| Cigna Investments Inc | 12,746 | $1.66M | 0.24% | −203−1.6% | Reduced |
| Picton Mahoney Asset Management | 12,983 | $1.69M | 0.02% | −392,986−96.8% | Reduced |
| Jones Financial Companies LLLP | 13,039 | $1.69M | 0.00% | +2,193+20.2% | Added |
| Credit Agricole S A | 13,064 | $1.70M | 0.00% | +2,772+26.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,249 | $1.72M | 0.01% | −2,251−14.5% | Reduced |
| Pathstone Holdings, LLC | 13,257 | $1.72M | 0.01% | +363+2.8% | Added |
| Murchinson Ltd. | 13,347 | $1.73M | 0.93% | +13,347 | New |
| Atria Investments LLC | 13,404 | $1.74M | 0.02% | −3,819−22.2% | Reduced |
| Curbstone Financial Management Corp | 13,684 | $1.78M | 0.34% | −150−1.1% | Reduced |
| Principal Financial Group Inc | 13,700 | $1.78M | 0.00% | −900−6.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,730 | $1.78M | 0.01% | −3,667−21.1% | Reduced |
| Rockefeller Capital Management L.P. | 13,904 | $1.80M | 0.00% | +7,507+117.4% | Added |
| CenterBook Partners LP | 14,048 | $1.82M | 0.09% | +8,366+147.2% | Added |
| Assetmark, Inc | 14,053 | $1.82M | 0.00% | −3,615−20.5% | Reduced |
| Brinker Capital Investments, LLC | 14,646 | $1.90M | 0.01% | +3,238+28.4% | Added |
| BNP Paribas Arbitrage, SA | 14,999 | $1.95M | 0.00% | −13,117−46.7% | Reduced |
| Union Bancaire Privee, UBP SA | 14,862 | $1.95M | 0.03% | −7,518−33.6% | Reduced |
| Ritholtz Wealth Management | 15,553 | $2.02M | 0.04% | +4,704+43.4% | Added |