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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 2,220 | $292.1K | 0.05% | +2,220 | New |
| QRG Capital Management, Inc. | 2,172 | $294.0K | 0.00% | +2,172 | New |
| Studio Investment Management LLC | 2,175 | $294.4K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,183 | $295.4K | 0.10% | −1,671−43.4% | Reduced |
| Fund Advisors of America Inc | 2,185 | $295.7K | 0.30% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 2,189 | $296.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,203 | $298.2K | 0.03% | −1,441−39.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,217 | $300.0K | 0.05% | −117−5.0% | Reduced |
| Valeo Financial Advisors, LLC | 2,217 | $300.0K | 0.01% | +55+2.5% | Added |
| J.W. Cole Advisors, Inc. | 2,228 | $301.6K | 0.01% | −46−2.0% | Reduced |
| Apollon Wealth Management, LLC | 2,232 | $302.1K | 0.00% | +153+7.4% | Added |
| Centiva Capital, LP | 2,274 | $307.8K | 0.01% | +2,274 | New |
| Seeds Investor LLC | 2,093 | $310.5K | 0.04% | +449+27.3% | Added |
| Magnus Financial Group LLC | 2,295 | $310.6K | 0.03% | −47−2.0% | Reduced |
| Park National Corp | 2,325 | $314.7K | 0.01% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,328 | $315.1K | 0.02% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,336 | $316.2K | 0.00% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 2,353 | $318.5K | 0.07% | −327−12.2% | Reduced |
| Kathmere Capital Management, LLC | 2,354 | $318.6K | 0.02% | +349+17.4% | Added |
| Brown Advisory Inc | 2,371 | $320.9K | 0.00% | +2,371 | New |
| Bogart Wealth, LLC | 2,383 | $322.5K | 0.01% | +2+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 2,410 | $326.0K | 0.01% | +289+13.6% | Added |
| Gill Capital Partners, LLC | 2,412 | $326.4K | 0.09% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,425 | $328.2K | 0.02% | +8+0.3% | Added |
| Sagespring Wealth Partners, LLC | 2,425 | $328.2K | 0.01% | +297+14.0% | Added |
| Hilltop Holdings Inc. | 2,448 | $331.3K | 0.03% | +151+6.6% | Added |
| Cozad Asset Management Inc | 2,453 | $332.0K | 0.03% | −384−13.5% | Reduced |
| Nilsine Partners, LLC | 2,183 | $332.6K | 0.03% | +2,183 | New |
| Modern Wealth Management, LLC | 2,430 | $332.9K | 0.01% | +682+39.0% | Added |
| Townsend & Associates, Inc | 2,225 | $335.6K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2,493 | $337.4K | 0.01% | −56−2.2% | Reduced |
| Allworth Financial LP | 2,494 | $337.6K | 0.00% | +213+9.3% | Added |
| Perfromance Wealth Partners, LLC | 2,500 | $338.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,512 | $340.0K | 0.04% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,523 | $341.5K | 0.00% | +599+31.1% | Added |
| Bridgewater Advisors Inc. | 2,275 | $341.8K | 0.02% | −594−20.7% | Reduced |
| Snowden Capital Advisors LLC | 2,527 | $341.9K | 0.01% | +221+9.6% | Added |
| Medallion Wealth Advisors, LLC | 2,554 | $345.7K | 0.11% | −145−5.4% | Reduced |
| Archetype Wealth Partners | 2,557 | $346.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,603 | $352.3K | 0.01% | +2,603 | New |
| Smith, Moore & Co. | 2,636 | $356.8K | 0.03% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,640 | $357.4K | 0.08% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,660 | $360.0K | 0.03% | +2,660 | New |
| Terry L. Blaker | 2,716 | $367.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,725 | $368.8K | 0.01% | −400−12.8% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,732 | $369.7K | 0.27% | −51−1.8% | Reduced |
| Fifth Third Bancorp | 2,736 | $370.3K | 0.00% | −351−11.4% | Reduced |
| Ascent Group, LLC | 2,773 | $375.3K | 0.01% | +379+15.8% | Added |
| First Business Financial Services, Inc. | 2,785 | $376.9K | 0.03% | +323+13.1% | Added |
| Isthmus Partners, LLC | 2,891 | $391.3K | 0.04% | −200−6.5% | Reduced |
| DRW Securities, LLC | 2,082 | $392.3K | 0.02% | +2,082 | New |
| Summerhill Capital Management lnc. | 2,907 | $393.0K | 0.34% | +2,907 | New |
| Parallel Advisors, LLC | 2,912 | $394.2K | 0.01% | +153+5.5% | Added |
| Five Oceans Advisors | 2,938 | $397.6K | 0.14% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,942 | $398.2K | 0.00% | −243−7.6% | Reduced |
| NBC Securities, Inc. | 2,975 | $402.7K | 0.03% | −74−2.4% | Reduced |
| Skopos Labs, Inc. | 2,982 | $403.5K | 0.01% | +2,982 | New |
| United Capital Financial Advisers, LLC | 2,999 | $405.9K | 0.00% | +217+7.8% | Added |
| Reuter James Wealth Management, LLC | 3,049 | $412.7K | 0.06% | −1,145−27.3% | Reduced |
| Wedbush Securities Inc | 3,061 | $414.0K | 0.01% | −5−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,070 | $415.5K | 0.05% | +8+0.3% | Added |
| Lazard Asset Management LLC | 3,083 | $417.7K | 0.00% | +228+8.0% | Added |
| International Assets Investment Management, LLC | 406,135 | $423.2K | 0.03% | +406,135 | New |
| Checchi Capital Advisers, LLC | 3,141 | $425.1K | 0.03% | +88+2.9% | Added |
| Diversified Trust Co | 3,161 | $427.8K | 0.01% | +421+15.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,193 | $431.1K | 0.28% | +505+18.8% | Added |
| Rockland Trust Co | 3,243 | $438.9K | 0.02% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 3,260 | $441.2K | 0.02% | +3,260 | New |
| 111 Capital | 3,288 | $445.3K | 0.11% | +3,288 | New |
| David R. Rahn & Associates Inc. | 3,425 | $463.5K | 0.13% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,438 | $465.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,447 | $466.5K | 0.00% | −88−2.5% | Reduced |
| Commerce Bank | 3,456 | $467.7K | 0.00% | +654+23.3% | Added |
| Buckingham Strategic Partners | 3,464 | $468.8K | 0.00% | +787+29.4% | Added |
| Intrust Bank NA | 3,487 | $471.9K | 0.04% | −14−0.4% | Reduced |
| Puzo Michael J | 3,500 | $473.7K | 0.14% | 00.0% | Unchanged |
| Vident Advisory, LLC | 3,543 | $479.6K | 0.00% | −181−4.9% | Reduced |
| Strategic Investment Advisors | 3,556 | $481.3K | 0.03% | +3,556 | New |
| Jamison Private Wealth Management, Inc. | 3,558 | $481.5K | 0.06% | 00.0% | Unchanged |
| Code Waechter LLC | 3,582 | $484.8K | 0.29% | −904−20.2% | Reduced |
| Brighton Jones LLC | 3,600 | $487.3K | 0.01% | +3,600 | New |
| Dixon Mitchell Investment Counsel Inc. | 3,612 | $487.7K | 0.02% | −50−1.4% | Reduced |
| Prudential Financial Inc | 4,770 | $488.5K | 0.00% | −4,400−48.0% | Reduced |
| Nwam LLC | 3,668 | $496.4K | 0.03% | +2+0.1% | Added |
| Cary Street Partners Financial LLC | 3,700 | $500.8K | 0.01% | 00.0% | Unchanged |
| Twinbeech Capital LP | 3,700 | $500.8K | 0.05% | +699+23.3% | Added |
| Davis-Rea Ltd. | 3,725 | $502.9K | 0.13% | −75−2.0% | Reduced |
| KLCM Advisors, Inc. | 3,779 | $511.4K | 0.04% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,839 | $519.6K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,913 | $529.6K | 0.00% | +3,913 | New |
| Annex Advisory Services, LLC | 3,925 | $531.3K | 0.01% | +221+6.0% | Added |
| CWM, LLC | 3,970 | $537.2K | 0.00% | −180−4.3% | Reduced |
| Legacy Financial Advisors, Inc. | 3,984 | $539.2K | 0.08% | −117−2.9% | Reduced |
| Watershed Private Wealth LLC | 4,000 | $541.4K | 0.17% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,020 | $544.0K | 0.11% | +6+0.1% | Added |
| PCM Encore, LLC | 4,040 | $546.8K | 0.11% | +333+9.0% | Added |
| Tower Research Capital LLC (TRC) | 4,125 | $558.3K | 0.01% | +3,227+359.4% | Added |
| Camden Capital, LLC | 4,152 | $561.9K | 0.04% | −48−1.1% | Reduced |
| Park Avenue Securities LLC | 4,156 | $562.0K | 0.00% | −717−14.7% | Reduced |
| Oppenheimer & Co Inc | 4,156 | $562.5K | 0.01% | +4,156 | New |