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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, Q1 2026

Institutional positions in Bank of Montreal as of Mar 31, 2026. 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
637
+31 vs. Q4 2025
Shares held
327.9M
+38.0M (+13.1%) vs. Q4 2025
Total value
$44.5B
+$6.62B (+17.5%) vs. Q4 2025
New holders
78
207 more added
Sold out
47
213 more reduced

11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 637 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ1 2026: $44.5B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2025.

Institutions holding BMO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Wealth Enhancement Advisory Services, LLC40,435$00.00%−21,123−34.3%Reduced
Mowery & Schoenfeld Wealth Management, LLC1$1270.00%00.0%Unchanged
High Note Wealth, LLC1$1350.00%00.0%Unchanged
Nvest Wealth Strategies, Inc.2$2710.00%+2New
RMG Wealth Management LLC2$3060.00%00.0%Unchanged
Frazier Financial Advisors, LLC3$4070.00%+3New
Quest 10 Wealth Builders, Inc.4$5410.00%−2−33.3%Reduced
Creative Financial Designs Inc6$8120.00%00.0%Unchanged
Colonial Trust Co7$9210.00%−3−30.0%Reduced
Financial Network Wealth Advisors LLC8$1.08K0.00%+8New
Stone House Investment Management, LLC10$1.35K0.00%00.0%Unchanged
Intentional Wealth Strategies, LLC11$1.49K0.00%+11New
Private Wealth Asset Management, LLC12$1.62K0.00%00.0%Unchanged
CoreCap Advisors, LLC12$1.64K0.00%00.0%Unchanged
Westfuller Advisors, LLC14$1.87K0.00%00.0%Unchanged
Hantz Financial Services, Inc.12$2.00K0.00%00.0%Unchanged
Optiver Holding B.V.15$2.03K0.00%+15New
Evolution Wealth Management Inc.18$2.44K0.00%00.0%Unchanged
Kilter Group LLC22$2.98K0.00%−3−12.0%Reduced
Valley National Advisers Inc26$3.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust23$3.11K0.00%00.0%Unchanged
Bell Investment Advisors, Inc23$3.11K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.23$3.11K0.00%00.0%Unchanged
Cornerstone Financial Management LLC23$3.11K0.00%+7+43.8%Added
Stephenson National Bank & Trust25$3.38K0.00%00.0%Unchanged
Root Financial Partners, LLC29$3.92K0.00%+22+314.3%Added
Western Pacific Wealth Management, LP32$4.33K0.00%00.0%Unchanged
Maseco LLP36$4.82K0.00%+36New
Penserra Capital Management LLC42$5.00K0.00%−3−6.7%Reduced
Colonial Trust Advisors40$5.41K0.00%00.0%Unchanged
Raffa Wealth Management, LLC41$5.55K0.00%00.0%Unchanged
SJS Investment Consulting Inc.43$5.82K0.00%00.0%Unchanged
Financial Perspectives, Inc48$6.55K0.00%00.0%Unchanged
Financial Avengers, Inc.50$6.77K0.00%00.0%Unchanged
MV Capital Management, Inc.50$6.77K0.00%+43+614.3%Added
Atlantic Edge Private Wealth Management, LLC50$6.77K0.00%+50New
Retiremitten Financial LLC50$6.77K0.00%+50New
Lloyd Advisory Services, LLC.54$7.31K0.00%−774−93.5%Reduced
Kingdom Financial Group LLC.54$7.31K0.00%+54New
McIlrath & Eck, LLC55$7.44K0.00%00.0%Unchanged
Triumph Capital Management57$7.71K0.00%+1+1.8%Added
UMA Financial Services, Inc.60$8.12K0.00%00.0%Unchanged
Country Trust Bank62$8.39K0.00%−31−33.3%Reduced
Highline Wealth Partners LLC65$8.80K0.00%+19+41.3%Added
Financial Consulate, Inc70$9.47K0.00%+64+1,066.7%Added
Westside Investment Management, Inc.70$9.54K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC71$9.61K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.79$10.7K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC80$10.8K0.00%−26−24.5%Reduced
Rossby Financial, LCC81$11.1K0.00%+54+200.0%Added
MBM Wealth Consultants, LLC87$11.8K0.00%+87New
Harvest Fund Management Co., Ltd90$12.0K0.00%+90New
Nisa Investment Advisors, LLC90$12.2K0.00%+22+32.4%Added
Bare Financial Services, Inc93$12.6K0.00%+24+34.8%Added
Princeton Global Asset Management LLC100$13.5K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.107$14.5K0.00%00.0%Unchanged
Essential Partners LLC109$14.8K0.00%00.0%Unchanged
Sfam, LLC110$14.9K0.01%00.0%Unchanged
MCF Advisors LLC110$14.9K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC121$16.4K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC125$16.9K0.00%00.0%Unchanged
Addison Advisors LLC132$17.9K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.133$17.9K0.01%+1+0.8%Added
Ronald Blue Trust, Inc.133$18.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC134$20.2K0.00%+25+22.9%Added
JPL Wealth Management, LLC153$20.7K0.00%+153New
First Horizon Corp168$22.7K0.00%+168New
Bruce G. Allen Investments, LLC178$24.1K0.02%00.0%Unchanged
BNP Paribas190$25.7K0.00%+190New
Trust Co193$26.1K0.00%00.0%Unchanged
WFA of San Diego, LLC250$33.8K0.03%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC252$34.1K0.01%+252New
1620 Investment Advisors, Inc.254$34.4K0.02%00.0%Unchanged
Bank & Trust Co263$35.6K0.02%00.0%Unchanged
IFP Advisors, Inc266$36.0K0.00%−6−2.2%Reduced
Financial Management Professionals, Inc.275$37.2K0.00%+102+59.0%Added
Swiss Re Ltd290$39.2K0.24%00.0%Unchanged
LRI Investments, LLC294$39.8K0.00%+144+96.0%Added
True Wealth Design, LLC297$40.2K0.01%+82+38.1%Added
Truvestments Capital LLC300$40.6K0.01%00.0%Unchanged
Innovative Asset Advisors Group, LLC300$40.6K0.02%+300New
Sunbelt Securities, Inc.324$43.8K0.00%+1+0.3%Added
Capital Analysts, LLC331$45.0K0.00%−58−14.9%Reduced
IAG Wealth Partners, LLC335$45.3K0.01%00.0%Unchanged
Winch Advisory Services, LLC350$47.4K0.01%00.0%Unchanged
Harbor Asset Planning, Inc.352$47.8K0.04%00.0%Unchanged
Larson Financial Group LLC387$52.4K0.00%+70+22.1%Added
Vision Financial Markets LLC400$54.1K0.05%00.0%Unchanged
Crewe Advisors LLC400$54.1K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.400$54.1K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA406$54.9K0.02%−205−33.6%Reduced
CDKV Holdings LLC412$55.8K0.05%00.0%Unchanged
Cary Street Partner Investment Advisory LLC415$56.2K0.01%+22+5.6%Added
Basecamp Wealth Advisors LLC417$56.4K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.440$59.5K0.00%−918−67.6%Reduced
JNBA Financial Advisors440$59.5K0.00%00.0%Unchanged
IFG Advisory, LLC450$60.9K0.17%−6,947−93.9%Reduced
Birchwood Financial Partners, Inc.467$63.2K0.06%00.0%Unchanged
Bayban489$66.2K0.06%−2,454−83.4%Reduced
Toth Financial Advisory Corp500$67.7K0.01%+100+25.0%Added