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 |
|---|---|---|---|---|---|
| Avant Financial Advisors LLC | 4,160 | $563.0K | 0.40% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,163 | $563.4K | 0.06% | +877+26.7% | Added |
| XTX Topco Ltd | 4,164 | $563.6K | 0.01% | −26,315−86.3% | Reduced |
| Capstone Investment Advisors, LLC | 4,190 | $567.1K | 0.00% | +4,190 | New |
| Ferguson Wellman Capital Management, Inc | 4,238 | $573.6K | 0.01% | +4,238 | New |
| PDS Planning, Inc | 4,251 | $575.3K | 0.04% | −148−3.4% | Reduced |
| EverSource Wealth Advisors, LLC | 4,286 | $580.0K | 0.02% | +620+16.9% | Added |
| Evergreen Capital Management LLC | 4,337 | $587.0K | 0.01% | +225+5.5% | Added |
| Qtron Investments LLC | 4,354 | $587.9K | 0.08% | +2,547+141.0% | Added |
| Biltmore Family Office, LLC | 4,360 | $590.1K | 0.08% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,375 | $592.1K | 0.15% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,390 | $594.2K | 0.01% | −17−0.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 4,453 | $602.7K | 0.39% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,464 | $604.2K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 3,056 | $606.1K | 0.36% | −1,409−31.6% | Reduced |
| Ellenbecker Investment Group | 4,505 | $609.8K | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 4,560 | $617.2K | 0.00% | −80−1.7% | Reduced |
| Wealth Alliance | 4,575 | $619.2K | 0.06% | −1,850−28.8% | Reduced |
| Pensionmark Financial Group, LLC | 4,583 | $620.3K | 0.01% | −252−5.2% | Reduced |
| Midwest Trust Co | 4,632 | $626.9K | 0.01% | −748−13.9% | Reduced |
| Sivia Capital Partners, LLC | 4,672 | $632.3K | 0.12% | +2,434+108.8% | Added |
| RMB Capital Management, LLC | 4,726 | $639.6K | 0.01% | −122−2.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,810 | $651.0K | 0.15% | −675−12.3% | Reduced |
| Ignite Planners, LLC | 4,941 | $667.2K | 0.10% | −168−3.3% | Reduced |
| Baskin Financial Services Inc. | 4,967 | $673.0K | 0.06% | −2,100−29.7% | Reduced |
| Pacifica Partners Inc. | 5,005 | $676.5K | 0.22% | +5,005 | New |
| Legacy Wealth Asset Management, LLC | 5,002 | $677.0K | 0.16% | +5,002 | New |
| HSBC Holdings PLC | 5,051 | $678.5K | 0.00% | +5,051 | New |
| Farther Finance Advisors, LLC | 5,011 | $686.7K | 0.01% | +1,296+34.9% | Added |
| Steward Partners Investment Advisory, LLC | 5,134 | $694.8K | 0.00% | −210−3.9% | Reduced |
| Quilter Plc | 3,710 | $699.0K | 0.01% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 4,630 | $706.1K | 0.02% | +287+6.6% | Added |
| Vaughan & Co Securities, Inc. | 5,248 | $710.3K | 0.37% | −163−3.0% | Reduced |
| HRT Financial LP | 5,310 | $718.0K | 0.00% | −1,421−21.1% | Reduced |
| Sand Hill Global Advisors, LLC | 5,411 | $732.3K | 0.02% | +729+15.6% | Added |
| Verdence Capital Advisors LLC | 5,438 | $735.9K | 0.04% | −1,979−26.7% | Reduced |
| Nicolet Bankshares Inc | 5,401 | $740.2K | 0.03% | +5,401 | New |
| Tradition Wealth Management, LLC | 5,486 | $742.5K | 0.05% | +12+0.2% | Added |
| Ossiam | 5,558 | $750.4K | 0.01% | −918−14.2% | Reduced |
| Great Valley Advisor Group, Inc. | 5,584 | $755.6K | 0.01% | +10.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,649 | $764.5K | 0.00% | −8,081−58.9% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,827 | $788.6K | 0.00% | +5,827 | New |
| Busey Wealth Management | 5,849 | $791.6K | 0.02% | −400−6.4% | Reduced |
| Harbour Trust & Investment Management Co | 5,935 | $803.2K | 0.09% | −20−0.3% | Reduced |
| Walleye Capital LLC | 6,048 | $818.5K | 0.01% | +5,571+1,167.9% | Added |
| Yousif Capital Management, LLC | 6,051 | $818.9K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,149 | $832.3K | 0.02% | +1,328+27.5% | Added |
| Pinebridge Investments LLC | 4,498 | $847.5K | 0.01% | +2,162+92.6% | Added |
| Dorsey & Whitney Trust CO LLC | 6,352 | $859.7K | 0.05% | +271+4.5% | Added |
| Sequoia Financial Advisors, LLC | 6,384 | $864.0K | 0.00% | +461+7.8% | Added |
| Merit Financial Group, LLC | 6,447 | $872.6K | 0.01% | +631+10.8% | Added |
| Viewpoint Investment Partners Corp | 6,534 | $895.9K | 0.41% | +6,534 | New |
| Frank, Rimerman Advisors LLC | 6,680 | $904.1K | 0.06% | +16+0.2% | Added |
| Ti-Trust, Inc | 6,692 | $905.7K | 0.54% | 00.0% | Unchanged |
| Mairs & Power Inc | 6,746 | $913.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,785 | $918.2K | 0.00% | −1,031−13.2% | Reduced |
| Glenmede Trust Co NA | 6,810 | $921.7K | 0.00% | +245+3.7% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 6,830 | $924.3K | 0.54% | +6,830 | New |
| Squarepoint Ops LLC | 6,878 | $930.9K | 0.00% | −10,478−60.4% | Reduced |
| Savant Capital, LLC | 6,881 | $931.3K | 0.00% | +1,291+23.1% | Added |
| Parrish Capital LLC | 6,937 | $938.9K | 0.84% | −44−0.6% | Reduced |
| Mediolanum International Funds Ltd | 7,177 | $945.3K | 0.01% | +3,413+90.7% | Added |
| Raleigh Capital Management Inc. | 7,094 | $960.1K | 0.33% | −2,074−22.6% | Reduced |
| Fountainhead AM, LLC | 7,142 | $966.6K | 0.87% | +7,142 | New |
| Fulton Bank, N.A. | 7,299 | $987.8K | 0.03% | −2,802−27.7% | Reduced |
| Simplex Trading, LLC | 7,488 | $1.01M | 0.03% | +7,488 | New |
| Jefferies Financial Group Inc. | 7,492 | $1.01M | 0.01% | −472,000−98.4% | Reduced |
| Captrust Financial Advisors | 7,575 | $1.03M | 0.00% | −842−10.0% | Reduced |
| Callan Family Office, LLC | 7,808 | $1.06M | 0.02% | −29−0.4% | Reduced |
| Syon Capital LLC | 7,872 | $1.07M | 0.05% | +77+1.0% | Added |
| Ieq Capital, LLC | 8,017 | $1.09M | 0.01% | +1,153+16.8% | Added |
| North Star Asset Management Inc | 8,099 | $1.10M | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,306 | $1.12M | 0.05% | −20.0% | Reduced |
| Louisbourg Investments Inc. | 8,400 | $1.14M | 0.21% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 8,545 | $1.16M | 0.03% | −82−1.0% | Reduced |
| Benjamin Edwards Inc | 8,609 | $1.17M | 0.01% | +1,630+23.4% | Added |
| Tacita Capital Inc | 8,637 | $1.17M | 0.69% | −19−0.2% | Reduced |
| State of Wyoming | 8,640 | $1.17M | 0.14% | +8,640 | New |
| Advisors Asset Management, Inc. | 8,631 | $1.17M | 0.02% | +2,218+34.6% | Added |
| Associated Banc-Corp | 8,738 | $1.18M | 0.03% | −150−1.7% | Reduced |
| Resources Management Corp | 8,770 | $1.19M | 0.16% | −625−6.7% | Reduced |
| Twin Tree Management, LP | 8,797 | $1.19M | 0.25% | +8,797 | New |
| Abacus Wealth Partners, LLC | 9,202 | $1.25M | 0.11% | +81+0.9% | Added |
| D.A. Davidson & Co. | 9,331 | $1.26M | 0.01% | +1,851+24.7% | Added |
| Berger Financial Group, Inc | 9,350 | $1.27M | 0.07% | 00.0% | Unchanged |
| First American Bank | 9,360 | $1.27M | 0.08% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 9,484 | $1.28M | 0.01% | +4,834+104.0% | Added |
| Atria Investments LLC | 9,545 | $1.29M | 0.01% | −3,859−28.8% | Reduced |
| Atomi Financial Group, Inc. | 9,660 | $1.31M | 0.04% | +1,105+12.9% | Added |
| Independent Advisor Alliance | 9,670 | $1.31M | 0.01% | −203−2.1% | Reduced |
| Blair William & Co | 9,697 | $1.31M | 0.00% | +2,354+32.1% | Added |
| Smithfield Trust Co | 9,766 | $1.32M | 0.06% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 10,458 | $1.42M | 0.16% | +2,378+29.4% | Added |
| Morningstar Investment Management LLC | 10,675 | $1.45M | 0.09% | +1,104+11.5% | Added |
| Worldquant Millennium Advisors LLC | 10,695 | $1.45M | 0.01% | +50+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,697 | $1.45M | 0.00% | +167+1.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,877 | $1.47M | 0.01% | −2,372−17.9% | Reduced |
| Quadrature Capital Ltd | 11,100 | $1.50M | 0.02% | −496,682−97.8% | Reduced |
| Turn8 Private Wealth Inc. | 11,215 | $1.51M | 0.95% | +93+0.8% | Added |
| Signaturefd, LLC | 11,353 | $1.54M | 0.02% | +639+6.0% | Added |