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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 5,781 | $750.3K | 0.01% | +323+5.9% | Added |
| Tiaa Trust, National Association | 5,655 | $734.0K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,590 | $725.6K | 0.00% | −88−1.5% | Reduced |
| Great Valley Advisor Group, Inc. | 5,583 | $724.9K | 0.01% | −10.0% | Reduced |
| David Loasby | 5,401 | $723.4K | 0.05% | +145+2.8% | Added |
| Ipswich Investment Management Co., Inc. | 5,485 | $711.9K | 0.16% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,474 | $710.5K | 0.05% | −5−0.1% | Reduced |
| Vaughan & Co Securities, Inc. | 5,411 | $702.3K | 0.36% | −129−2.3% | Reduced |
| Midwest Trust Co | 5,380 | $698.3K | 0.01% | +586+12.2% | Added |
| Ignite Planners, LLC | 5,109 | $695.6K | 0.11% | −4,526−47.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,344 | $693.6K | 0.00% | −1,100−17.1% | Reduced |
| HighPoint Advisor Group LLC | 5,336 | $692.6K | 0.02% | −405−7.1% | Reduced |
| Passumpsic Savings Bank | 5,314 | $689.7K | 0.38% | +5,314 | New |
| Park Avenue Securities LLC | 4,873 | $633.0K | 0.01% | +486+11.1% | Added |
| RMB Capital Management, LLC | 4,848 | $629.2K | 0.01% | +9+0.2% | Added |
| Pensionmark Financial Group, LLC | 4,835 | $627.5K | 0.01% | −133−2.7% | Reduced |
| CAPROCK Group, Inc. | 4,821 | $625.8K | 0.01% | +57+1.2% | Added |
| Wellington-Altus USA Inc. | 4,465 | $619.9K | 0.46% | +4,465 | New |
| Bridgewater Associates, LP | 4,759 | $618.9K | 0.00% | −410−7.9% | Reduced |
| Sand Hill Global Advisors, LLC | 4,682 | $607.7K | 0.02% | +113+2.5% | Added |
| HB Wealth Management, LLC | 4,650 | $603.5K | 0.00% | +495+11.9% | Added |
| MAI Capital Management | 4,640 | $602.2K | 0.00% | +98+2.2% | Added |
| Heck Capital Advisors, LLC | 4,636 | $601.7K | 0.04% | +4,636 | New |
| Ellenbecker Investment Group | 4,505 | $584.8K | 0.08% | 00.0% | Unchanged |
| Xponance, Inc. | 4,489 | $583.7K | 0.00% | +4,489 | New |
| Code Waechter LLC | 4,486 | $582.2K | 0.37% | +75+1.7% | Added |
| Rowland & Co Investment Counsel | 4,476 | $580.9K | 0.11% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,464 | $579.4K | 0.01% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,453 | $578.0K | 0.36% | −55−1.2% | Reduced |
| MQS Management LLC | 4,432 | $575.2K | 0.34% | +4,432 | New |
| Kestra Private Wealth Services, LLC | 4,407 | $572.0K | 0.01% | −3,055−40.9% | Reduced |
| PDS Planning, Inc | 4,399 | $570.9K | 0.04% | +47+1.1% | Added |
| Boltwood Capital Management | 4,375 | $567.8K | 0.15% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,360 | $565.9K | 0.08% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 4,343 | $563.7K | 0.02% | +924+27.0% | Added |
| Camden Capital, LLC | 4,200 | $545.2K | 0.03% | −278−6.2% | Reduced |
| Reuter James Wealth Management, LLC | 4,194 | $544.3K | 0.07% | −1,701−28.9% | Reduced |
| Avant Financial Advisors LLC | 4,160 | $539.9K | 0.39% | +2,080+100.0% | Added |
| CWM, LLC | 4,150 | $539.0K | 0.00% | +60+1.5% | Added |
| Evergreen Capital Management LLC | 4,112 | $533.7K | 0.01% | −267−6.1% | Reduced |
| Legacy Financial Advisors, Inc. | 4,101 | $532.3K | 0.07% | +897+28.0% | Added |
| Silverlake Wealth Management LLC | 4,014 | $521.0K | 0.12% | +6+0.1% | Added |
| Watershed Private Wealth LLC | 4,000 | $519.2K | 0.16% | 00.0% | Unchanged |
| Nwam LLC | 3,666 | $501.6K | 0.03% | −113−3.0% | Reduced |
| West Family Investments, Inc. | 3,854 | $500.2K | 0.12% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,839 | $498.3K | 0.05% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 3,800 | $493.8K | 0.12% | −203−5.1% | Reduced |
| Mediolanum International Funds Ltd | 3,764 | $491.7K | 0.00% | +709+23.2% | Added |
| KLCM Advisors, Inc. | 3,779 | $490.5K | 0.04% | −383−9.2% | Reduced |
| Vident Advisory, LLC | 3,724 | $483.5K | 0.00% | +759+25.6% | Added |
| Farther Finance Advisors, LLC | 3,715 | $482.2K | 0.01% | +1,088+41.4% | Added |
| Quilter Plc | 3,710 | $481.8K | 0.01% | 00.0% | Unchanged |
| PCM Encore, LLC | 3,707 | $481.1K | 0.10% | +3,707 | New |
| Annex Advisory Services, LLC | 3,704 | $480.7K | 0.01% | +245+7.1% | Added |
| Cary Street Partners Financial LLC | 3,700 | $480.2K | 0.01% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 3,662 | $476.2K | 0.02% | +3,662 | New |
| EverSource Wealth Advisors, LLC | 3,666 | $475.8K | 0.02% | +353+10.7% | Added |
| Atlas Capital Advisors LLC | 3,644 | $473.0K | 0.05% | +3,644 | New |
| Jamison Private Wealth Management, Inc. | 3,558 | $461.8K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,535 | $458.8K | 0.00% | +368+11.6% | Added |
| Intrust Bank NA | 3,501 | $454.4K | 0.04% | −209−5.6% | Reduced |
| Puzo Michael J | 3,500 | $454.3K | 0.12% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 3,465 | $449.7K | 0.09% | +4+0.1% | Added |
| Prospera Financial Services Inc | 3,438 | $446.2K | 0.01% | +35+1.0% | Added |
| David R. Rahn & Associates Inc. | 3,425 | $444.5K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,286 | $426.5K | 0.05% | +323+10.9% | Added |
| Rockland Trust Co | 3,243 | $420.9K | 0.02% | +323+11.1% | Added |
| Pinebridge Investments LLC | 2,336 | $416.4K | 0.00% | +2,336 | New |
| AE Wealth Management LLC | 3,185 | $413.4K | 0.00% | −363−10.2% | Reduced |
| Geneos Wealth Management Inc. | 3,125 | $405.6K | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 3,091 | $401.2K | 0.04% | +3,091 | New |
| Fifth Third Bancorp | 3,087 | $400.7K | 0.00% | −339−9.9% | Reduced |
| Wedbush Securities Inc | 3,066 | $398.0K | 0.01% | −34−1.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,062 | $397.5K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,053 | $396.2K | 0.03% | −78−2.5% | Reduced |
| NBC Securities, Inc. | 3,049 | $395.8K | 0.03% | −115−3.6% | Reduced |
| Bridgewater Advisors Inc. | 2,869 | $389.5K | 0.03% | 00.0% | Unchanged |
| Twinbeech Capital LP | 3,001 | $389.5K | 0.03% | +3,001 | New |
| Danske Bank A/S | 2,977 | $387.2K | 0.00% | −340−10.3% | Reduced |
| Umb Bank N A | 2,976 | $386.3K | 0.01% | −1,618−35.2% | Reduced |
| Stratos Wealth Partners, LTD. | 2,961 | $384.4K | 0.00% | +499+20.3% | Added |
| Bayban | 2,943 | $382.0K | 0.34% | +2,943 | New |
| Five Oceans Advisors | 2,938 | $381.3K | 0.13% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,855 | $370.8K | 0.00% | +958+50.5% | Added |
| Cozad Asset Management Inc | 2,837 | $368.2K | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 2,802 | $363.7K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2,783 | $361.2K | 0.26% | −61−2.1% | Reduced |
| United Capital Financial Advisers, LLC | 2,782 | $361.1K | 0.00% | +163+6.2% | Added |
| Parallel Advisors, LLC | 2,759 | $358.1K | 0.01% | +10.0% | Added |
| Diversified Trust Co | 2,740 | $355.6K | 0.01% | −575−17.3% | Reduced |
| Terry L. Blaker | 2,716 | $352.5K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,699 | $350.3K | 0.12% | −2−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,688 | $349.5K | 0.19% | +2,688 | New |
| Keudell/Morrison Wealth Management | 2,680 | $347.8K | 0.07% | +2,680 | New |
| Buckingham Strategic Partners | 2,677 | $347.4K | 0.00% | −1,048−28.1% | Reduced |
| Alongside, LLC | 2,673 | $346.9K | 0.12% | +2,673 | New |
| Fielder Capital Group LLC | 2,640 | $342.7K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,640 | $342.6K | 0.00% | −500−15.9% | Reduced |
| Smith, Moore & Co. | 2,636 | $342.1K | 0.03% | 00.0% | Unchanged |
| Archetype Wealth Partners | 2,557 | $332.0K | 0.04% | 00.0% | Unchanged |