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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 15,976 | $2.07M | 0.03% | −8,661−35.2% | Reduced |
| Point72 Asset Management, L.P. | 15,996 | $2.08M | 0.00% | +15,996 | New |
| First Bank & Trust | 17,135 | $2.22M | 0.36% | +299+1.8% | Added |
| Vise Technologies, Inc. | 17,151 | $2.23M | 0.04% | +1,830+11.9% | Added |
| NorthRock Partners, LLC | 17,186 | $2.23M | 0.04% | −393−2.2% | Reduced |
| Squarepoint Ops LLC | 17,356 | $2.25M | 0.00% | +17,356 | New |
| Naples Global Advisors, LLC | 17,780 | $2.31M | 0.17% | +80+0.5% | Added |
| Cerity Partners LLC | 18,079 | $2.35M | 0.00% | +3,844+27.0% | Added |
| TD Private Client Wealth LLC | 18,264 | $2.37M | 0.05% | −7,975−30.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,800 | $2.44M | 0.08% | +18,800 | New |
| Silver Lake Advisory, LLC | 18,858 | $2.45M | 0.95% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 13,900 | $2.48M | 0.01% | +1,500+12.1% | Added |
| Laird Norton Trust Company, LLC | 19,245 | $2.50M | 0.05% | +19,245 | New |
| SIG North Trading, ULC | 19,448 | $2.52M | 0.44% | +19,448 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,492 | $2.53M | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,785 | $2.57M | 0.01% | −3,730−15.9% | Reduced |
| Private Advisor Group, LLC | 20,718 | $2.69M | 0.01% | −1,891−8.4% | Reduced |
| Kestra Advisory Services, LLC | 20,747 | $2.69M | 0.01% | −1,056−4.8% | Reduced |
| Advisor Group Holdings, Inc. | 20,869 | $2.71M | 0.00% | −449−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,268 | $2.76M | 0.00% | +5,568+35.5% | Added |
| Cidel Asset Management Inc | 21,295 | $2.77M | 0.20% | −37,398−63.7% | Reduced |
| Metis Global Partners, LLC | 21,352 | $2.77M | 0.07% | −5,812−21.4% | Reduced |
| JustInvest LLC | 21,501 | $2.79M | 0.03% | +875+4.2% | Added |
| Assenagon Asset Management S.A. | 21,735 | $2.83M | 0.00% | −1,471−6.3% | Reduced |
| ASR Vermogensbeheer N.V. | 22,213 | $2.89M | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 22,555 | $2.93M | 0.00% | −1,575−6.5% | Reduced |
| Quadrant Capital Group LLC | 22,807 | $2.96M | 0.09% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 22,899 | $2.97M | 0.95% | +244+1.1% | Added |
| Burkett Asset Management Ltd | 23,700 | $3.08M | 3.12% | +23,700 | New |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $3.09M | 0.02% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 23,900 | $3.10M | 0.10% | +23,900 | New |
| Carnegie Capital Asset Management, LLC | 23,993 | $3.11M | 0.06% | −75−0.3% | Reduced |
| Davenport & Co LLC | 24,715 | $3.21M | 0.02% | −6,890−21.8% | Reduced |
| US Bancorp | 24,860 | $3.23M | 0.00% | +2,219+9.8% | Added |
| Waratah Capital Advisors Ltd. | 25,894 | $3.36M | 0.26% | −64,654−71.4% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 26,588 | $3.50M | 1.53% | −391−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 27,052 | $3.51M | 0.00% | −2,126−7.3% | Reduced |
| Sciencast Management LP | 27,367 | $3.55M | 0.49% | −850−3.0% | Reduced |
| Genus Capital Management Inc. | 27,522 | $3.58M | 0.42% | +131+0.5% | Added |
| HighTower Advisors, LLC | 28,428 | $3.69M | 0.00% | −411−1.4% | Reduced |
| MML Investors Services, LLC | 28,785 | $3.74M | 0.01% | −5,071−15.0% | Reduced |
| Barclays PLC | 28,846 | $3.74M | 0.00% | +449+1.6% | Added |
| Campbell & CO Investment Adviser LLC | 28,871 | $3.75M | 0.18% | +25,519+761.3% | Added |
| Magnetar Financial LLC | 29,585 | $3.84M | 0.04% | +29,585 | New |
| XTX Topco Ltd | 30,479 | $3.96M | 0.10% | +7,906+35.0% | Added |
| Ensign Peak Advisors, Inc | 30,829 | $4.01M | 0.01% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 31,959 | $4.15M | 0.96% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 32,281 | $4.19M | 0.19% | −25,695−44.3% | Reduced |
| Royal London Asset Management Ltd | 33,219 | $4.31M | 0.01% | +1,581+5.0% | Added |
| Pinnacle Associates Ltd | 33,600 | $4.36M | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 34,589 | $4.49M | 0.17% | −1,238−3.5% | Reduced |
| Gulf International Bank (UK) Ltd | 36,241 | $4.71M | 0.15% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 36,879 | $4.79M | 0.08% | +3,963+12.0% | Added |
| Baird Financial Group, Inc. | 37,639 | $4.89M | 0.01% | −509−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 37,770 | $4.90M | 0.01% | −3,651−8.8% | Reduced |
| Advisory Services Network, LLC | 40,125 | $5.21M | 0.07% | +37,907+1,709.1% | Added |
| Natixis | 40,128 | $5.21M | 0.02% | +4,092+11.4% | Added |
| Bessemer Group Inc | 40,491 | $5.26M | 0.01% | −5,077−11.1% | Reduced |
| Cumberland Partners Ltd | 41,008 | $5.33M | 0.33% | +19,381+89.6% | Added |
| Rathbone Brothers plc | 41,384 | $5.38M | 0.02% | −200.0% | Reduced |
| PCJ Investment Counsel Ltd. | 41,850 | $5.44M | 1.34% | −5,720−12.0% | Reduced |
| Northwest Bancshares, Inc. | 42,835 | $5.56M | 1.07% | −8,546−16.6% | Reduced |
| Allianz Asset Management GmbH | 45,340 | $5.90M | 0.01% | +2,954+7.0% | Added |
| NBT Bank N A | 1,300 | $5.98M | 0.39% | −2−0.2% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 34,266 | $6.11M | 0.34% | +34,266 | New |
| Quantinno Capital Management LP | 47,435 | $6.16M | 0.01% | +12,454+35.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 48,196 | $6.26M | 0.27% | +37,500+350.6% | Added |
| K.J. Harrison & Partners Inc | 49,606 | $6.45M | 0.86% | −1,241−2.4% | Reduced |
| Romano Brothers and Company | 50,238 | $6.52M | 0.74% | −70−0.1% | Reduced |
| Dana Investment Advisors, Inc. | 50,565 | $6.56M | 0.19% | −450−0.9% | Reduced |
| Ameriprise Financial Inc | 44,685 | $6.57M | 0.00% | +2,124+5.0% | Added |
| Cetera Investment Advisers | 51,967 | $6.74M | 0.01% | +1,044+2.1% | Added |
| Osmosis Investment Management UK Ltd | 51,988 | $6.76M | 0.17% | +51,988 | New |
| Beacon Pointe Advisors, LLC | 52,635 | $6.83M | 0.05% | +218+0.4% | Added |
| Two Sigma Advisers, LP | 53,898 | $7.00M | 0.01% | +52,198+3,070.5% | Added |
| M&T Bank Corp | 57,622 | $7.48M | 0.02% | +433+0.8% | Added |
| Mariner, LLC | 58,023 | $7.53M | 0.01% | +5,608+10.7% | Added |
| JCIC Asset Management Inc. | 60,290 | $7.83M | 2.40% | −647−1.1% | Reduced |
| Janus Henderson Group PLC | 62,227 | $8.10M | 0.00% | +6,100+10.9% | Added |
| Avanza Fonder AB | 45,580 | $8.12M | 0.21% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 61,558 | $8.19M | 0.01% | −4,331−6.6% | Reduced |
| Truist Financial Corp | 64,797 | $8.41M | 0.01% | −16,417−20.2% | Reduced |
| Creative Planning | 65,270 | $8.47M | 0.01% | +2,973+4.8% | Added |
| Alliancebernstein L.P. | 68,590 | $8.90M | 0.00% | −622−0.9% | Reduced |
| Natixis Advisors, L.P. | 72,166 | $9.37M | 0.01% | +6,350+9.6% | Added |
| Public Employees Retirement System of Ohio | 73,683 | $9.58M | 0.03% | −58,125−44.1% | Reduced |
| Maryland State Retirement & Pension System | 75,551 | $9.82M | 0.20% | −322−0.4% | Reduced |
| Two Sigma Investments, LP | 76,440 | $9.92M | 0.01% | −78,000−50.5% | Reduced |
| Wellington Management Group LLP | 80,729 | $10.5M | 0.00% | −17,605−17.9% | Reduced |
| Utah Retirement Systems | 80,732 | $10.5M | 0.10% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 87,423 | $11.3M | 0.11% | −4,400−4.8% | Reduced |
| Claret Asset Management Corp | 89,014 | $11.6M | 1.34% | +462+0.5% | Added |
| Barometer Capital Management Inc. | 43,045 | $11.7M | 3.85% | −56,477−56.7% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $12.5M | 0.86% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 96,785 | $12.8M | 0.08% | +79,980+475.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 98,630 | $12.8M | 2.95% | +1,253+1.3% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 102,160 | $13.3M | 0.19% | +102,160 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 102,772 | $13.4M | 0.12% | +102,772 | New |
| FNY Investment Advisers, LLC | 104,200 | $13.5M | 3.87% | +104,200 | New |
| Pinnacle Financial Partners, Inc. | 107,173 | $13.9M | 0.11% | +107,173 | New |