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 |
|---|---|---|---|---|---|
| Retirement Wealth Solutions LLC | 1,086 | $141.0K | 0.09% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,067 | $138.5K | 0.00% | −90−7.8% | Reduced |
| Johnson Financial Group, Inc. | 1,006 | $130.6K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $129.8K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,000 | $129.8K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 960 | $124.6K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 904 | $117.3K | 0.01% | −190−17.4% | Reduced |
| Tower Research Capital LLC (TRC) | 898 | $116.6K | 0.00% | −1,710−65.6% | Reduced |
| Lloyd Advisory Services, LLC. | 828 | $107.5K | 0.04% | +828 | New |
| HM Payson & Co | 762 | $98.9K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 736 | $95.5K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 724 | $94.5K | 0.00% | +317+77.9% | Added |
| N.E.W. Advisory Services LLC | 716 | $92.9K | 0.01% | +165+29.9% | Added |
| Grove Bank & Trust | 710 | $92.2K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 700 | $90.9K | 0.04% | +700 | New |
| Virtus ETF Advisers LLC | 504 | $89.8K | 0.04% | +4+0.8% | Added |
| Trust Co of Vermont | 651 | $84.5K | 0.00% | −250−27.7% | Reduced |
| Massmutual Trust Co FSB | 628 | $81.5K | 0.00% | +6+1.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 611 | $79.5K | 0.02% | +5+0.8% | Added |
| CX Institutional | 570 | $74.0K | 0.00% | −173−23.3% | Reduced |
| Central Trust Co | 555 | $72.0K | 0.00% | −21−3.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 536 | $69.6K | 0.03% | −95−15.1% | Reduced |
| Huntington National Bank | 517 | $67.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 507 | $65.9K | 0.00% | +4+0.8% | Added |
| Evelyn Partners Investment Management Services Ltd | 500 | $64.9K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 477 | $61.9K | 0.00% | +477 | New |
| Plato Investment Management Ltd | 469 | $61.3K | 0.00% | −411−46.7% | Reduced |
| Birchwood Financial Partners, Inc. | 467 | $60.6K | 0.06% | +467 | New |
| JNBA Financial Advisors | 440 | $57.1K | 0.00% | −18−3.9% | Reduced |
| Basecamp Wealth Advisors LLC | 417 | $54.1K | 0.01% | +417 | New |
| CDKV Holdings LLC | 412 | $53.5K | 0.05% | +412 | New |
| Toth Financial Advisory Corp | 400 | $51.9K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $51.9K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $51.9K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $51.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 393 | $51.0K | 0.01% | −341−46.5% | Reduced |
| Capital Analysts, LLC | 389 | $51.0K | 0.00% | +3+0.8% | Added |
| Bayforest Capital Ltd | 354 | $45.9K | 0.03% | +308+669.6% | Added |
| Harbor Asset Planning, Inc. | 352 | $45.8K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $45.4K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 335 | $43.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 323 | $42.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 317 | $41.1K | 0.00% | +79+33.2% | Added |
| Truvestments Capital LLC | 300 | $38.9K | 0.01% | −113−27.4% | Reduced |
| Swiss Re Ltd | 290 | $37.7K | 0.00% | +290 | New |
| UBS Asset Management Americas Inc | 284 | $36.9K | 0.00% | −14,556−98.1% | Reduced |
| IFP Advisors, Inc | 272 | $35.3K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 263 | $34.1K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 262 | $34.0K | 0.00% | +262 | New |
| 1620 Investment Advisors, Inc. | 254 | $33.0K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 250 | $32.4K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 223 | $28.9K | 0.01% | +223 | New |
| True Wealth Design, LLC | 215 | $27.9K | 0.01% | 00.0% | Unchanged |
| Trust Co | 193 | $25.0K | 0.00% | +5+2.7% | Added |
| SageView Advisory Group, LLC | 186 | $24.2K | 0.00% | +186 | New |
| Bruce G. Allen Investments, LLC | 178 | $23.1K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 173 | $22.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $19.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 139 | $18.0K | 0.01% | +139 | New |
| Ronald Blue Trust, Inc. | 133 | $17.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 132 | $17.1K | 0.00% | −48−26.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 132 | $17.1K | 0.01% | +1+0.8% | Added |
| Tradewinds Capital Management, LLC | 125 | $16.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $15.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 109 | $15.2K | 0.00% | +16+17.2% | Added |
| MCF Advisors LLC | 110 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 110 | $14.3K | 0.01% | +110 | New |
| Essential Partners LLC | 109 | $14.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 107 | $13.9K | 0.00% | +107 | New |
| Richard W. Paul & Associates, LLC | 106 | $13.8K | 0.00% | −37−25.9% | Reduced |
| Princeton Global Asset Management LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 93 | $12.1K | 0.00% | −100−51.8% | Reduced |
| GHP Investment Advisors, Inc. | 79 | $10.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $9.25K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 71 | $9.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 69 | $8.96K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 68 | $8.83K | 0.00% | +68 | New |
| Investors Research Corp | 65 | $8.44K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 65 | $8.44K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 60 | $7.79K | 0.00% | +4+7.1% | Added |
| Triumph Capital Management | 56 | $7.27K | 0.00% | +56 | New |
| McIlrath & Eck, LLC | 55 | $7.14K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $6.49K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 48 | $6.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 46 | $5.97K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $5.58K | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 41 | $5.32K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $5.19K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 32 | $4.15K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 28 | $3.63K | 0.00% | +28 | New |
| Rossby Financial, LCC | 27 | $3.50K | 0.00% | +3+12.5% | Added |
| Stephenson National Bank & Trust | 25 | $3.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $3.25K | 0.00% | +25 | New |
| Valley National Advisers Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $2.99K | 0.00% | −4−14.8% | Reduced |
| Parkside Financial Bank & Trust | 23 | $2.99K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 23 | $2.98K | 0.00% | +23 | New |
| DecisionPoint Financial, LLC | 18 | $2.34K | 0.00% | +18 | New |
| Evolution Wealth Management Inc. | 18 | $2.34K | 0.00% | +18 | New |