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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2,549 | $330.8K | 0.01% | −60−2.3% | Reduced |
| Old National Bancorp | 2,542 | $329.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,512 | $326.0K | 0.04% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 2,500 | $324.5K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 2,487 | $322.8K | 0.01% | −285−10.3% | Reduced |
| First Business Financial Services, Inc. | 2,462 | $319.5K | 0.03% | −30−1.2% | Reduced |
| AlphaCore Capital LLC | 2,419 | $314.0K | 0.01% | +393+19.4% | Added |
| North Star Investment Management Corp. | 2,417 | $313.7K | 0.02% | +28+1.2% | Added |
| Gill Capital Partners, LLC | 2,412 | $313.1K | 0.09% | 00.0% | Unchanged |
| Ascent Group, LLC | 2,394 | $310.7K | 0.01% | +17+0.7% | Added |
| Bogart Wealth, LLC | 2,381 | $309.0K | 0.01% | +179+8.1% | Added |
| Magnus Financial Group LLC | 2,342 | $304.0K | 0.02% | −515−18.0% | Reduced |
| Westwood Holdings Group Inc. | 2,336 | $303.2K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 2,334 | $303.0K | 0.05% | −985−29.7% | Reduced |
| Patten & Patten Inc | 2,328 | $302.2K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 2,325 | $301.8K | 0.01% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 2,225 | $300.1K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,306 | $299.3K | 0.01% | −443−16.1% | Reduced |
| Versor Investments LP | 2,299 | $298.6K | 0.05% | +2,299 | New |
| Hilltop Holdings Inc. | 2,297 | $298.1K | 0.02% | −889−27.9% | Reduced |
| Allworth Financial LP | 2,281 | $296.1K | 0.00% | +160+7.5% | Added |
| Aprio Wealth Management, LLC | 2,280 | $295.9K | 0.02% | +409+21.9% | Added |
| J.W. Cole Advisors, Inc. | 2,274 | $295.1K | 0.01% | −1,361−37.4% | Reduced |
| Thrivent Financial for Lutherans | 2,233 | $291.0K | 0.00% | −16−0.7% | Reduced |
| Lantz Financial LLC | 2,241 | $290.9K | 0.06% | −637−22.1% | Reduced |
| Sivia Capital Partners, LLC | 2,238 | $290.5K | 0.06% | +2,238 | New |
| Voleon Capital Management LP | 2,216 | $287.6K | 0.01% | +2,216 | New |
| Stephens Inc | 2,196 | $285.0K | 0.00% | −672−23.4% | Reduced |
| WoodTrust Financial Corp | 2,189 | $284.0K | 0.03% | −600−21.5% | Reduced |
| Fund Advisors of America Inc | 2,185 | $283.6K | 0.26% | +2,185 | New |
| Studio Investment Management LLC | 2,175 | $282.3K | 0.05% | +2,175 | New |
| Valeo Financial Advisors, LLC | 2,162 | $280.6K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,154 | $279.6K | 0.04% | +2,154 | New |
| Income Insurance Ltd | 2,132 | $277.2K | 0.18% | +2,132 | New |
| Sagespring Wealth Partners, LLC | 2,128 | $276.2K | 0.01% | −9−0.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,121 | $275.3K | 0.01% | −248−10.5% | Reduced |
| Park Place Capital Corp | 2,103 | $272.9K | 0.06% | −634−23.2% | Reduced |
| Apollon Wealth Management, LLC | 2,079 | $269.8K | 0.00% | +26+1.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $269.3K | 0.06% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 2,064 | $268.1K | 0.03% | −28,300−93.2% | Reduced |
| Evelyn Partners Investment Management LLP | 2,064 | $268.1K | 0.01% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 2,032 | $263.7K | 0.02% | −31−1.5% | Reduced |
| Kathmere Capital Management, LLC | 2,005 | $260.2K | 0.02% | +139+7.4% | Added |
| Bridges Investment Management Inc | 2,000 | $259.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,999 | $259.4K | 0.00% | −195−8.9% | Reduced |
| Plancorp, LLC | 1,995 | $258.9K | 0.01% | +1+0.1% | Added |
| Saxony Capital Management, LLC | 1,975 | $256.3K | 0.16% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,925 | $249.8K | 0.05% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,924 | $249.7K | 0.00% | +1,924 | New |
| Global Retirement Partners, LLC | 1,923 | $249.6K | 0.00% | +421+28.0% | Added |
| Landaas & Co | 1,918 | $248.9K | 0.05% | −19−1.0% | Reduced |
| SkyView Investment Advisors, LLC | 1,878 | $244.0K | 0.03% | −721−27.7% | Reduced |
| Savvy Advisors, Inc. | 1,870 | $242.7K | 0.01% | +39+2.1% | Added |
| Buckhead Capital Management LLC | 1,854 | $240.6K | 0.09% | +104+5.9% | Added |
| Measured Wealth Private Client Group, LLC | 1,829 | $237.4K | 0.06% | +1,829 | New |
| Qtron Investments LLC | 1,807 | $235.0K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,805 | $234.3K | 0.00% | +25+1.4% | Added |
| RSM US Wealth Management LLC | 1,794 | $234.1K | 0.00% | −941−34.4% | Reduced |
| Ameritas Advisory Services, LLC | 1,801 | $233.7K | 0.01% | −498−21.7% | Reduced |
| Clarkston Capital Partners, LLC | 1,775 | $230.4K | 0.01% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,773 | $230.1K | 0.04% | −2−0.1% | Reduced |
| Modern Wealth Management, LLC | 1,748 | $226.9K | 0.00% | +1,748 | New |
| Cromwell Holdings LLC | 1,739 | $225.7K | 0.12% | 00.0% | Unchanged |
| Scientech Research LLC | 1,739 | $225.7K | 0.14% | +1,739 | New |
| Madison Asset Management, LLC | 1,702 | $220.9K | 0.00% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,700 | $220.6K | 0.04% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,700 | $220.6K | 0.13% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,691 | $219.5K | 0.00% | −130−7.1% | Reduced |
| PFG Investments, LLC | 1,688 | $219.0K | 0.01% | +9+0.5% | Added |
| Arkadios Wealth Advisors | 1,681 | $218.2K | 0.00% | −16−0.9% | Reduced |
| ERn Financial, LLC | 1,680 | $218.0K | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,677 | $218.0K | 0.02% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 1,672 | $217.0K | 0.15% | +1,672 | New |
| Brookstone Capital Management | 1,672 | $216.9K | 0.00% | +21+1.3% | Added |
| Seeds Investor LLC | 1,644 | $213.3K | 0.04% | +8+0.5% | Added |
| Fiduciary Financial Group, LLC | 1,623 | $210.6K | 0.03% | +1,623 | New |
| Altfest L J & Co Inc | 1,620 | $210.3K | 0.02% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,619 | $210.1K | 0.03% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 1,514 | $209.6K | 0.14% | +1,514 | New |
| Ironwood Investment Counsel, LLC | 1,605 | $208.3K | 0.03% | −80−4.7% | Reduced |
| GAMMA Investing LLC | 1,604 | $208.2K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,590 | $206.4K | 0.00% | +1,590 | New |
| Trust Investment Advisors | 1,579 | $205.0K | 0.11% | +10+0.6% | Added |
| Atlantic Family Wealth, LLC | 1,568 | $203.5K | 0.15% | −339−17.8% | Reduced |
| FORM Wealth Advisors, LLC | 1,551 | $201.3K | 0.02% | +1,551 | New |
| J. Safra Sarasin Holding AG | 1,545 | $200.9K | 0.00% | +1,545 | New |
| Greykasell Wealth Strategies, Inc. | 1,521 | $197.4K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,500 | $194.7K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $181.7K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,387 | $180.0K | 0.02% | +673+94.3% | Added |
| SRS Capital Advisors, Inc. | 1,358 | $176.3K | 0.01% | −357−20.8% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 1,337 | $174.7K | 0.00% | +1,337 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,303 | $169.1K | 0.00% | +1,303 | New |
| LOM Asset Management Ltd | 930 | $165.8K | 0.05% | +930 | New |
| Caitong International Asset Management Co., Ltd | 1,256 | $163.0K | 0.04% | +702+126.7% | Added |
| Parallax Volatility Advisers, L.P. | 1,250 | $162.2K | 0.01% | +1,250 | New |
| JTC Employer Solutions Trusteee Ltd | 1,707 | $154.0K | 0.01% | +112+7.0% | Added |
| Thompson Investment Management, Inc. | 1,122 | $145.6K | 0.02% | −107−8.7% | Reduced |
| Winthrop Capital Management, LLC | 1,105 | $143.0K | 0.03% | +1,105 | New |
| Operose Advisors LLC | 1,093 | $141.9K | 0.03% | +450+70.0% | Added |