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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 20,718 | $2.69M | 0.01% | −1,891−8.4% | Reduced |
| Janney Montgomery Scott LLC | 19,785 | $2.57M | 0.01% | −3,730−15.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,492 | $2.53M | 0.04% | 00.0% | Unchanged |
| SIG North Trading, ULC | 19,448 | $2.52M | 0.44% | +19,448 | New |
| Laird Norton Trust Company, LLC | 19,245 | $2.50M | 0.05% | +19,245 | New |
| UniSuper Management Pty Ltd | 13,900 | $2.48M | 0.01% | +1,500+12.1% | Added |
| Silver Lake Advisory, LLC | 18,858 | $2.45M | 0.95% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 18,800 | $2.44M | 0.08% | +18,800 | New |
| TD Private Client Wealth LLC | 18,264 | $2.37M | 0.05% | −7,975−30.4% | Reduced |
| Cerity Partners LLC | 18,079 | $2.35M | 0.00% | +3,844+27.0% | Added |
| Naples Global Advisors, LLC | 17,780 | $2.31M | 0.17% | +80+0.5% | Added |
| Squarepoint Ops LLC | 17,356 | $2.25M | 0.00% | +17,356 | New |
| NorthRock Partners, LLC | 17,186 | $2.23M | 0.04% | −393−2.2% | Reduced |
| Vise Technologies, Inc. | 17,151 | $2.23M | 0.04% | +1,830+11.9% | Added |
| First Bank & Trust | 17,135 | $2.22M | 0.36% | +299+1.8% | Added |
| Point72 Asset Management, L.P. | 15,996 | $2.08M | 0.00% | +15,996 | New |
| Crossmark Global Holdings, Inc. | 15,976 | $2.07M | 0.03% | −8,661−35.2% | Reduced |
| Ritholtz Wealth Management | 15,553 | $2.02M | 0.04% | +4,704+43.4% | Added |
| Union Bancaire Privee, UBP SA | 14,862 | $1.95M | 0.03% | −7,518−33.6% | Reduced |
| BNP Paribas Arbitrage, SA | 14,999 | $1.95M | 0.00% | −13,117−46.7% | Reduced |
| Brinker Capital Investments, LLC | 14,646 | $1.90M | 0.01% | +3,238+28.4% | Added |
| Assetmark, Inc | 14,053 | $1.82M | 0.00% | −3,615−20.5% | Reduced |
| CenterBook Partners LP | 14,048 | $1.82M | 0.09% | +8,366+147.2% | Added |
| Rockefeller Capital Management L.P. | 13,904 | $1.80M | 0.00% | +7,507+117.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,730 | $1.78M | 0.01% | −3,667−21.1% | Reduced |
| Principal Financial Group Inc | 13,700 | $1.78M | 0.00% | −900−6.2% | Reduced |
| Curbstone Financial Management Corp | 13,684 | $1.78M | 0.34% | −150−1.1% | Reduced |
| Atria Investments LLC | 13,404 | $1.74M | 0.02% | −3,819−22.2% | Reduced |
| Murchinson Ltd. | 13,347 | $1.73M | 0.93% | +13,347 | New |
| Pathstone Holdings, LLC | 13,257 | $1.72M | 0.01% | +363+2.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,249 | $1.72M | 0.01% | −2,251−14.5% | Reduced |
| Credit Agricole S A | 13,064 | $1.70M | 0.00% | +2,772+26.9% | Added |
| Jones Financial Companies LLLP | 13,039 | $1.69M | 0.00% | +2,193+20.2% | Added |
| Picton Mahoney Asset Management | 12,983 | $1.69M | 0.02% | −392,986−96.8% | Reduced |
| Cigna Investments Inc | 12,746 | $1.66M | 0.24% | −203−1.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,700 | $1.65M | 0.00% | +12,700 | New |
| Quantbot Technologies LP | 12,693 | $1.65M | 0.05% | +12,693 | New |
| Colony Group, LLC | 12,552 | $1.63M | 0.00% | +2,812+28.9% | Added |
| Texas Yale Capital Corp. | 12,413 | $1.61M | 0.05% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 12,270 | $1.59M | 0.36% | +12,270 | New |
| Probity Advisors, Inc. | 11,785 | $1.53M | 0.24% | −586−4.7% | Reduced |
| Entropy Technologies, LP | 11,550 | $1.50M | 0.08% | +11,550 | New |
| State Street Corp | 11,465 | $1.49M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,337 | $1.47M | 0.00% | +11,337 | New |
| Turn8 Private Wealth Inc. | 11,122 | $1.45M | 1.04% | +104+0.9% | Added |
| Signaturefd, LLC | 10,714 | $1.39M | 0.02% | +105+1.0% | Added |
| Worldquant Millennium Advisors LLC | 10,645 | $1.38M | 0.01% | −9,977−48.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,530 | $1.37M | 0.00% | +102+1.0% | Added |
| Fulton Bank, N.A. | 10,101 | $1.31M | 0.05% | −3,559−26.1% | Reduced |
| Independent Advisor Alliance | 9,873 | $1.28M | 0.03% | +727+7.9% | Added |
| Smithfield Trust Co | 9,766 | $1.27M | 0.06% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 9,618 | $1.25M | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 9,571 | $1.24M | 0.07% | +9,571 | New |
| Resources Management Corp | 9,395 | $1.22M | 0.16% | −85−0.9% | Reduced |
| First American Bank | 9,360 | $1.21M | 0.07% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 9,350 | $1.21M | 0.07% | 00.0% | Unchanged |
| Keybank National Association | 9,297 | $1.21M | 0.00% | −395−4.1% | Reduced |
| Prudential Financial Inc | 9,170 | $1.19M | 0.00% | −3,335−26.7% | Reduced |
| Raleigh Capital Management Inc. | 9,168 | $1.19M | 0.43% | −2,962−24.4% | Reduced |
| Abacus Wealth Partners, LLC | 9,121 | $1.18M | 0.12% | +9,121 | New |
| Associated Banc-Corp | 8,888 | $1.15M | 0.03% | −7,221−44.8% | Reduced |
| Tacita Capital Inc | 8,656 | $1.12M | 0.65% | +289+3.5% | Added |
| Journey Strategic Wealth LLC | 8,627 | $1.12M | 0.03% | −102−1.2% | Reduced |
| Atomi Financial Group, Inc. | 8,555 | $1.11M | 0.03% | +535+6.7% | Added |
| Captrust Financial Advisors | 8,417 | $1.09M | 0.00% | +70+0.8% | Added |
| Louisbourg Investments Inc. | 8,400 | $1.09M | 0.22% | −28−0.3% | Reduced |
| Ausdal Financial Partners, Inc. | 8,308 | $1.08M | 0.05% | +101+1.2% | Added |
| Ashton Thomas Private Wealth, LLC | 8,173 | $1.06M | 0.03% | +9+0.1% | Added |
| North Star Asset Management Inc | 8,099 | $1.05M | 0.04% | −75−0.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,080 | $1.05M | 0.12% | +1,091+15.6% | Added |
| Callan Family Office, LLC | 7,837 | $1.02M | 0.02% | +6,050+338.6% | Added |
| Mercer Global Advisors Inc | 7,816 | $1.01M | 0.00% | +754+10.7% | Added |
| Syon Capital LLC | 7,795 | $1.01M | 0.05% | +747+10.6% | Added |
| D.A. Davidson & Co. | 7,480 | $970.9K | 0.01% | +974+15.0% | Added |
| Verdence Capital Advisors LLC | 7,417 | $962.6K | 0.06% | −1,126−13.2% | Reduced |
| IFG Advisory, LLC | 7,397 | $960.1K | 0.04% | −2,419−24.6% | Reduced |
| Blair William & Co | 7,343 | $953.1K | 0.00% | −643−8.1% | Reduced |
| Susquehanna International Group, LLP | 7,085 | $919.6K | 0.00% | +5,254+286.9% | Added |
| Baskin Financial Services Inc. | 7,067 | $918.0K | 0.07% | 00.0% | Unchanged |
| Parrish Capital LLC | 6,981 | $906.1K | 0.82% | +6,981 | New |
| Benjamin Edwards Inc | 6,979 | $905.8K | 0.01% | −1,603−18.7% | Reduced |
| Harbour Investments, Inc. | 6,932 | $899.7K | 0.02% | −348−4.8% | Reduced |
| Ieq Capital, LLC | 6,864 | $890.9K | 0.00% | +397+6.1% | Added |
| Wealthspire Advisors, LLC | 6,835 | $887.1K | 0.01% | +605+9.7% | Added |
| Mairs & Power Inc | 6,746 | $875.6K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 6,731 | $873.0K | 0.00% | +1,410+26.5% | Added |
| Ti-Trust, Inc | 6,692 | $868.6K | 0.54% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6,664 | $864.9K | 0.05% | +2,305+52.9% | Added |
| Glenmede Trust Co NA | 6,565 | $852.1K | 0.00% | +6,565 | New |
| Ossiam | 6,476 | $842.1K | 0.02% | −7,370−53.2% | Reduced |
| Wealth Alliance | 6,425 | $833.9K | 0.08% | −2,168−25.2% | Reduced |
| Advisors Asset Management, Inc. | 6,413 | $832.3K | 0.01% | −2,177−25.3% | Reduced |
| Ethic Inc. | 6,317 | $819.9K | 0.01% | +2,006+46.5% | Added |
| Yousif Capital Management, LLC | 6,051 | $812.6K | 0.01% | −2,230−26.9% | Reduced |
| Busey Wealth Management | 6,249 | $811.1K | 0.02% | +223+3.7% | Added |
| Dorsey & Whitney Trust CO LLC | 6,081 | $789.3K | 0.04% | +20.0% | Added |
| Harbour Trust & Investment Management Co | 5,955 | $772.9K | 0.08% | −20−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 5,923 | $768.7K | 0.00% | +253+4.5% | Added |
| Group One Trading, L.P. | 5,866 | $761.3K | 0.02% | +2,995+104.3% | Added |
| Merit Financial Group, LLC | 5,816 | $754.8K | 0.01% | +1,182+25.5% | Added |