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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 167,805 | $21.8M | 0.12% | +8,148+5.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 167,739 | $21.8M | 0.09% | +56,288+50.5% | Added |
| Mn Services Vermogensbeheer B.V. | 165,213 | $21.5M | 0.13% | +23,113+16.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 164,995 | $21.5M | 0.11% | +2,674+1.6% | Added |
| Renaissance Technologies LLC | 164,995 | $21.4M | 0.03% | −82,800−33.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 110,065 | $19.6M | 0.02% | +110,065 | New |
| Northwest & Ethical Investments L.P. | 146,858 | $19.1M | 0.43% | +4,689+3.3% | Added |
| Varma Mutual Pension Insurance Co | 143,329 | $18.6M | 0.11% | −5,800−3.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 131,825 | $17.1M | 0.04% | −32,981−20.0% | Reduced |
| Stifel Financial Corp | 123,490 | $16.0M | 0.01% | −24,152−16.4% | Reduced |
| Generali Asset Management SPA SGR | 86,672 | $15.4M | 0.32% | +11,320+15.0% | Added |
| Triasima Portfolio Management inc. | 116,166 | $15.1M | 2.26% | +16,274+16.3% | Added |
| OpenArc Corporate Advisory, LLC | 116,031 | $15.1M | 0.25% | +116,031 | New |
| Swiss Life Asset Management Ltd | 110,795 | $14.4M | 0.07% | +10,921+10.9% | Added |
| DekaBank Deutsche Girozentrale | 144,747 | $14.3M | 0.03% | 00.0% | Unchanged |
| USS Investment Management Ltd | 109,149 | $14.2M | 0.07% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 107,319 | $13.9M | 0.05% | −2,600−2.4% | Reduced |
| Pinnacle Financial Partners, Inc. | 107,173 | $13.9M | 0.11% | +107,173 | New |
| FNY Investment Advisers, LLC | 104,200 | $13.5M | 3.87% | +104,200 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 102,772 | $13.4M | 0.12% | +102,772 | New |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 102,160 | $13.3M | 0.19% | +102,160 | New |
| Lorne Steinberg Wealth Management Inc. | 98,630 | $12.8M | 2.95% | +1,253+1.3% | Added |
| Capital Wealth Planning, LLC | 96,785 | $12.8M | 0.08% | +79,980+475.9% | Added |
| American Assets Investment Management, LLC | 96,000 | $12.5M | 0.86% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 43,045 | $11.7M | 3.85% | −56,477−56.7% | Reduced |
| Claret Asset Management Corp | 89,014 | $11.6M | 1.34% | +462+0.5% | Added |
| Capital Fund Management S.A. | 87,423 | $11.3M | 0.11% | −4,400−4.8% | Reduced |
| Utah Retirement Systems | 80,732 | $10.5M | 0.10% | 00.0% | Unchanged |
| Wellington Management Group LLP | 80,729 | $10.5M | 0.00% | −17,605−17.9% | Reduced |
| Two Sigma Investments, LP | 76,440 | $9.92M | 0.01% | −78,000−50.5% | Reduced |
| Maryland State Retirement & Pension System | 75,551 | $9.82M | 0.20% | −322−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 73,683 | $9.58M | 0.03% | −58,125−44.1% | Reduced |
| Natixis Advisors, L.P. | 72,166 | $9.37M | 0.01% | +6,350+9.6% | Added |
| Alliancebernstein L.P. | 68,590 | $8.90M | 0.00% | −622−0.9% | Reduced |
| Creative Planning | 65,270 | $8.47M | 0.01% | +2,973+4.8% | Added |
| Truist Financial Corp | 64,797 | $8.41M | 0.01% | −16,417−20.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 61,558 | $8.19M | 0.01% | −4,331−6.6% | Reduced |
| Avanza Fonder AB | 45,580 | $8.12M | 0.21% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 62,227 | $8.10M | 0.00% | +6,100+10.9% | Added |
| JCIC Asset Management Inc. | 60,290 | $7.83M | 2.40% | −647−1.1% | Reduced |
| Mariner, LLC | 58,023 | $7.53M | 0.01% | +5,608+10.7% | Added |
| M&T Bank Corp | 57,622 | $7.48M | 0.02% | +433+0.8% | Added |
| Two Sigma Advisers, LP | 53,898 | $7.00M | 0.01% | +52,198+3,070.5% | Added |
| Beacon Pointe Advisors, LLC | 52,635 | $6.83M | 0.05% | +218+0.4% | Added |
| Osmosis Investment Management UK Ltd | 51,988 | $6.76M | 0.17% | +51,988 | New |
| Cetera Investment Advisers | 51,967 | $6.74M | 0.01% | +1,044+2.1% | Added |
| Ameriprise Financial Inc | 44,685 | $6.57M | 0.00% | +2,124+5.0% | Added |
| Dana Investment Advisors, Inc. | 50,565 | $6.56M | 0.19% | −450−0.9% | Reduced |
| Romano Brothers and Company | 50,238 | $6.52M | 0.74% | −70−0.1% | Reduced |
| K.J. Harrison & Partners Inc | 49,606 | $6.45M | 0.86% | −1,241−2.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 48,196 | $6.26M | 0.27% | +37,500+350.6% | Added |
| Quantinno Capital Management LP | 47,435 | $6.16M | 0.01% | +12,454+35.6% | Added |
| Kepler Cheuvreux (Suisse) SA | 34,266 | $6.11M | 0.34% | +34,266 | New |
| NBT Bank N A | 1,300 | $5.98M | 0.39% | −2−0.2% | Reduced |
| Allianz Asset Management GmbH | 45,340 | $5.90M | 0.01% | +2,954+7.0% | Added |
| Northwest Bancshares, Inc. | 42,835 | $5.56M | 1.07% | −8,546−16.6% | Reduced |
| PCJ Investment Counsel Ltd. | 41,850 | $5.44M | 1.34% | −5,720−12.0% | Reduced |
| Rathbone Brothers plc | 41,384 | $5.38M | 0.02% | −200.0% | Reduced |
| Cumberland Partners Ltd | 41,008 | $5.33M | 0.33% | +19,381+89.6% | Added |
| Bessemer Group Inc | 40,491 | $5.26M | 0.01% | −5,077−11.1% | Reduced |
| Natixis | 40,128 | $5.21M | 0.02% | +4,092+11.4% | Added |
| Advisory Services Network, LLC | 40,125 | $5.21M | 0.07% | +37,907+1,709.1% | Added |
| Commonwealth Equity Services, LLC | 37,770 | $4.90M | 0.01% | −3,651−8.8% | Reduced |
| Baird Financial Group, Inc. | 37,639 | $4.89M | 0.01% | −509−1.3% | Reduced |
| Harvest Portfolios Group Inc. | 36,879 | $4.79M | 0.08% | +3,963+12.0% | Added |
| Gulf International Bank (UK) Ltd | 36,241 | $4.71M | 0.15% | 00.0% | Unchanged |
| St Germain D J Co Inc | 34,589 | $4.49M | 0.17% | −1,238−3.5% | Reduced |
| Pinnacle Associates Ltd | 33,600 | $4.36M | 0.06% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 33,219 | $4.31M | 0.01% | +1,581+5.0% | Added |
| Zions Bancorporation, National Association | 32,281 | $4.19M | 0.19% | −25,695−44.3% | Reduced |
| Vertex Planning Partners, LLC | 31,959 | $4.15M | 0.96% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 30,829 | $4.01M | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 30,479 | $3.96M | 0.10% | +7,906+35.0% | Added |
| Magnetar Financial LLC | 29,585 | $3.84M | 0.04% | +29,585 | New |
| Campbell & CO Investment Adviser LLC | 28,871 | $3.75M | 0.18% | +25,519+761.3% | Added |
| Barclays PLC | 28,846 | $3.74M | 0.00% | +449+1.6% | Added |
| MML Investors Services, LLC | 28,785 | $3.74M | 0.01% | −5,071−15.0% | Reduced |
| HighTower Advisors, LLC | 28,428 | $3.69M | 0.00% | −411−1.4% | Reduced |
| Genus Capital Management Inc. | 27,522 | $3.58M | 0.42% | +131+0.5% | Added |
| Sciencast Management LP | 27,367 | $3.55M | 0.49% | −850−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 27,052 | $3.51M | 0.00% | −2,126−7.3% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 26,588 | $3.50M | 1.53% | −391−1.4% | Reduced |
| Waratah Capital Advisors Ltd. | 25,894 | $3.36M | 0.26% | −64,654−71.4% | Reduced |
| US Bancorp | 24,860 | $3.23M | 0.00% | +2,219+9.8% | Added |
| Davenport & Co LLC | 24,715 | $3.21M | 0.02% | −6,890−21.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,993 | $3.11M | 0.06% | −75−0.3% | Reduced |
| Susquehanna Advisors Group, Inc. | 23,900 | $3.10M | 0.10% | +23,900 | New |
| Ilmarinen Mutual Pension Insurance Co | 23,701 | $3.09M | 0.02% | 00.0% | Unchanged |
| Burkett Asset Management Ltd | 23,700 | $3.08M | 3.12% | +23,700 | New |
| Gold Investment Management Ltd. | 22,899 | $2.97M | 0.95% | +244+1.1% | Added |
| Quadrant Capital Group LLC | 22,807 | $2.96M | 0.09% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 22,555 | $2.93M | 0.00% | −1,575−6.5% | Reduced |
| ASR Vermogensbeheer N.V. | 22,213 | $2.89M | 0.03% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 21,735 | $2.83M | 0.00% | −1,471−6.3% | Reduced |
| JustInvest LLC | 21,501 | $2.79M | 0.03% | +875+4.2% | Added |
| Metis Global Partners, LLC | 21,352 | $2.77M | 0.07% | −5,812−21.4% | Reduced |
| Cidel Asset Management Inc | 21,295 | $2.77M | 0.20% | −37,398−63.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,268 | $2.76M | 0.00% | +5,568+35.5% | Added |
| Advisor Group Holdings, Inc. | 20,869 | $2.71M | 0.00% | −449−2.1% | Reduced |
| Kestra Advisory Services, LLC | 20,747 | $2.69M | 0.01% | −1,056−4.8% | Reduced |