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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management Services Ltd | 500 | $67.7K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 509 | $68.9K | 0.04% | −577−53.1% | Reduced |
| Rothschild Investment LLC | 512 | $69.3K | 0.00% | +5+1.0% | Added |
| Caldwell Sutter Capital, Inc. | 512 | $69.3K | 0.03% | −24−4.5% | Reduced |
| Virtus ETF Advisers LLC | 378 | $71.2K | 0.03% | −126−25.0% | Reduced |
| Central Trust Co | 555 | $75.1K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 570 | $77.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 575 | $77.8K | 0.01% | −329−36.4% | Reduced |
| Massmutual Trust Co FSB | 592 | $80.1K | 0.00% | −36−5.7% | Reduced |
| Ballast Advisors LLC | 653 | $88.4K | 0.03% | +653 | New |
| Olistico Wealth, LLC | 700 | $94.7K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 700 | $94.7K | 0.00% | +700 | New |
| Grove Bank & Trust | 710 | $96.1K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 736 | $99.6K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 762 | $103.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 787 | $103.5K | 0.00% | +63+8.7% | Added |
| Johnson Financial Group, Inc. | 794 | $107.5K | 0.00% | −212−21.1% | Reduced |
| Umb Bank N A | 836 | $113.1K | 0.00% | −2,140−71.9% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 845 | $114.1K | 0.00% | −492−36.8% | Reduced |
| Huntington National Bank | 844 | $114.2K | 0.00% | +327+63.2% | Added |
| N.E.W. Advisory Services LLC | 858 | $116.1K | 0.01% | +142+19.8% | Added |
| Danske Bank A/S | 913 | $123.4K | 0.00% | −2,064−69.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 960 | $129.9K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 972 | $131.6K | 0.02% | −150−13.4% | Reduced |
| Hanson & Doremus Investment Management | 1,000 | $135.0K | 0.02% | +1,000 | New |
| Tompkins Financial Corp | 1,000 | $135.3K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,000 | $135.3K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,010 | $136.7K | 0.15% | +656+185.3% | Added |
| Rhumbline Advisers | 1,057 | $143.1K | 0.00% | −10−0.9% | Reduced |
| Winthrop Capital Management, LLC | 1,105 | $150.0K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,707 | $151.0K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 930 | $175.2K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,297 | $175.5K | 0.00% | −6−0.5% | Reduced |
| Manchester Capital Management LLC | 1,387 | $187.7K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,400 | $189.5K | 0.02% | 00.0% | Unchanged |
| Canoe Financial LP | 1,442 | $195.2K | 0.00% | +1,442 | New |
| Park Place Capital Corp | 1,482 | $200.6K | 0.04% | −621−29.5% | Reduced |
| SEI Investments Co | 1,494 | $202.3K | 0.00% | +1,494 | New |
| Caldwell Trust Co | 1,500 | $203.0K | 0.02% | 00.0% | Unchanged |
| Corient IA LLC | 1,500 | $203.0K | 0.19% | +1,500 | New |
| Coldstream Capital Management Inc | 1,501 | $203.2K | 0.00% | +1,501 | New |
| Greykasell Wealth Strategies, Inc. | 1,521 | $205.9K | 0.08% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,523 | $206.1K | 0.14% | +1,523 | New |
| FORM Wealth Advisors, LLC | 1,527 | $206.6K | 0.02% | −24−1.5% | Reduced |
| RSM US Wealth Management LLC | 1,580 | $213.8K | 0.00% | −214−11.9% | Reduced |
| Trust Investment Advisors | 1,589 | $215.1K | 0.13% | +10+0.6% | Added |
| PDT Partners, LLC | 1,600 | $216.5K | 0.01% | +1,600 | New |
| Ironwood Investment Counsel, LLC | 1,605 | $217.2K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,610 | $217.9K | 0.01% | −78−4.6% | Reduced |
| OneAscent Family Office, LLC | 1,615 | $218.6K | 0.15% | −57−3.4% | Reduced |
| Altfest L J & Co Inc | 1,620 | $219.3K | 0.02% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 1,622 | $219.5K | 0.01% | +1,622 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,623 | $219.7K | 0.04% | +1,400+627.8% | Added |
| GAMMA Investing LLC | 1,647 | $222.9K | 0.01% | +43+2.7% | Added |
| Two Sigma Securities, LLC | 1,665 | $225.3K | 0.03% | −489−22.7% | Reduced |
| Brookstone Capital Management | 1,672 | $226.2K | 0.00% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,680 | $227.4K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,690 | $228.7K | 0.01% | −1−0.1% | Reduced |
| Oslo Pensjonsforsikring AS | 1,700 | $229.5K | 0.04% | +1,700 | New |
| SkyOak Wealth, LLC | 1,700 | $230.1K | 0.04% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,700 | $230.1K | 0.12% | 00.0% | Unchanged |
| Aldebaran Capital, LLC | 1,700 | $230.1K | 0.18% | +1,700 | New |
| Madison Asset Management, LLC | 1,702 | $230.3K | 0.00% | 00.0% | Unchanged |
| Beto Financial Group, LLC | 1,514 | $230.9K | 0.14% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,710 | $231.4K | 0.03% | +91+5.6% | Added |
| Krane Financial Solutions LLC | 1,738 | $235.2K | 0.16% | +1,738 | New |
| Cromwell Holdings LLC | 1,739 | $235.4K | 0.13% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 1,774 | $239.5K | 0.00% | +229+14.8% | Added |
| Schmidt P J Investment Management Inc | 1,773 | $240.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,775 | $240.2K | 0.00% | +94+5.6% | Added |
| Arq Wealth Advisors, LLC | 1,775 | $240.2K | 0.04% | +1,775 | New |
| Ameritas Advisory Services, LLC | 1,779 | $240.7K | 0.01% | −22−1.2% | Reduced |
| Buckhead Capital Management LLC | 1,784 | $241.4K | 0.09% | −70−3.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,808 | $244.7K | 0.07% | −21−1.1% | Reduced |
| Fiduciary Financial Group, LLC | 1,823 | $246.7K | 0.03% | +200+12.3% | Added |
| AlphaGrep UK Ltd | 1,824 | $246.9K | 0.07% | +1,824 | New |
| UBS Asset Management Americas Inc | 1,828 | $247.4K | 0.00% | +1,544+543.7% | Added |
| Lantz Financial LLC | 1,844 | $249.6K | 0.05% | −397−17.7% | Reduced |
| Ballentine Partners, LLC | 1,852 | $250.7K | 0.00% | +47+2.6% | Added |
| Hexagon Capital Partners LLC | 1,869 | $252.9K | 0.04% | +1,869 | New |
| GWM Advisors LLC | 1,884 | $255.0K | 0.00% | −756−28.6% | Reduced |
| Landaas & Co | 1,918 | $259.6K | 0.06% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,952 | $264.2K | 0.06% | +27+1.4% | Added |
| Old National Bancorp | 1,953 | $264.3K | 0.00% | −589−23.2% | Reduced |
| Concurrent Investment Advisors, LLC | 1,975 | $267.3K | 0.00% | +385+24.2% | Added |
| Saxony Capital Management, LLC | 1,975 | $267.3K | 0.16% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,985 | $268.7K | 0.00% | −976−33.0% | Reduced |
| CIBC Bancorp USA Inc. | 1,999 | $270.5K | 0.00% | +1,999 | New |
| Bridges Investment Management Inc | 2,000 | $270.7K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 2,012 | $272.3K | 0.01% | −475−19.1% | Reduced |
| SNS Financial Group, LLC | 2,048 | $277.2K | 0.02% | +16+0.8% | Added |
| Savvy Advisors, Inc. | 2,055 | $278.2K | 0.01% | +185+9.9% | Added |
| Evelyn Partners Investment Management LLP | 2,064 | $279.5K | 0.01% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $280.8K | 0.06% | 00.0% | Unchanged |
| Algert Global LLC | 2,131 | $287.7K | 0.00% | +2,131 | New |
| Income Insurance Ltd | 2,132 | $287.9K | 0.20% | 00.0% | Unchanged |
| Plancorp, LLC | 1,996 | $288.1K | 0.01% | +1+0.1% | Added |
| Stephens Inc | 2,143 | $290.0K | 0.00% | −53−2.4% | Reduced |
| First Affirmative Financial Network | 2,148 | $290.7K | 0.11% | +2,148 | New |
| Aprio Wealth Management, LLC | 2,154 | $291.5K | 0.02% | −126−5.5% | Reduced |