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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 11,373 | $1.54M | 0.02% | −18,212−61.6% | Reduced |
| Probity Advisors, Inc. | 11,453 | $1.55M | 0.25% | −332−2.8% | Reduced |
| State Street Corp | 11,465 | $1.55M | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,470 | $1.55M | 0.25% | −800−6.5% | Reduced |
| Keybank National Association | 11,755 | $1.59M | 0.01% | +2,458+26.4% | Added |
| Assetmark, Inc | 11,769 | $1.59M | 0.00% | −2,284−16.3% | Reduced |
| Texas Yale Capital Corp. | 12,213 | $1.65M | 0.05% | −200−1.6% | Reduced |
| Cigna Investments Inc | 12,529 | $1.69M | 0.26% | −217−1.7% | Reduced |
| Pathstone Holdings, LLC | 12,928 | $1.75M | 0.01% | −329−2.5% | Reduced |
| TD Private Client Wealth LLC | 13,077 | $1.77M | 0.04% | −5,187−28.4% | Reduced |
| Harbour Investments, Inc. | 13,099 | $1.77M | 0.03% | +6,167+89.0% | Added |
| Colony Group, LLC | 13,513 | $1.83M | 0.00% | +961+7.7% | Added |
| Curbstone Financial Management Corp | 13,634 | $1.85M | 0.35% | −50−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 13,890 | $1.88M | 0.03% | −2,086−13.1% | Reduced |
| Plato Investment Management Ltd | 14,305 | $1.93M | 0.13% | +13,836+2,950.1% | Added |
| Union Bancaire Privee, UBP SA | 14,987 | $1.98M | 0.04% | +125+0.8% | Added |
| Brinker Capital Investments, LLC | 14,720 | $1.99M | 0.02% | +74+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,716 | $1.99M | 0.00% | +2,016+15.9% | Added |
| Trexquant Investment LP | 14,799 | $2.00M | 0.01% | +14,799 | New |
| Campbell & CO Investment Adviser LLC | 15,949 | $2.16M | 0.12% | −12,922−44.8% | Reduced |
| Rockefeller Capital Management L.P. | 16,041 | $2.17M | 0.00% | +2,137+15.4% | Added |
| Vise Technologies, Inc. | 17,151 | $2.23M | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,869 | $2.27M | 0.00% | −5,686−25.2% | Reduced |
| Janney Montgomery Scott LLC | 16,862 | $2.28M | 0.01% | −2,923−14.8% | Reduced |
| First Bank & Trust | 17,295 | $2.34M | 0.38% | +160+0.9% | Added |
| Naples Global Advisors, LLC | 17,360 | $2.35M | 0.17% | −420−2.4% | Reduced |
| Silver Lake Advisory, LLC | 17,606 | $2.38M | 0.95% | −1,252−6.6% | Reduced |
| Ritholtz Wealth Management | 18,095 | $2.45M | 0.04% | +2,542+16.3% | Added |
| NorthRock Partners, LLC | 18,316 | $2.48M | 0.04% | +1,130+6.6% | Added |
| Davenport & Co LLC | 19,068 | $2.58M | 0.01% | −5,647−22.8% | Reduced |
| Metis Global Partners, LLC | 19,297 | $2.60M | 0.06% | −2,055−9.6% | Reduced |
| Laird Norton Trust Company, LLC | 19,346 | $2.62M | 0.06% | +101+0.5% | Added |
| UniSuper Management Pty Ltd | 13,900 | $2.62M | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,562 | $2.65M | 0.01% | −1,185−5.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,603 | $2.65M | 0.04% | +111+0.6% | Added |
| Jones Financial Companies LLLP | 20,247 | $2.67M | 0.00% | +7,208+55.3% | Added |
| Numerai GP LLC | 19,832 | $2.68M | 0.27% | +19,832 | New |
| MML Investors Services, LLC | 19,900 | $2.69M | 0.01% | −8,885−30.9% | Reduced |
| Murchinson Ltd. | 20,046 | $2.71M | 1.09% | +6,699+50.2% | Added |
| Cerity Partners LLC | 20,076 | $2.72M | 0.00% | +1,997+11.0% | Added |
| Advisor Group Holdings, Inc. | 20,895 | $2.83M | 0.00% | +26+0.1% | Added |
| Private Advisor Group, LLC | 20,944 | $2.83M | 0.01% | +226+1.1% | Added |
| Zions Bancorporation, National Association | 21,550 | $2.92M | 0.19% | −10,731−33.2% | Reduced |
| Assenagon Asset Management S.A. | 21,852 | $2.95M | 0.00% | +117+0.5% | Added |
| Two Sigma Investments, LP | 21,800 | $2.95M | 0.00% | −54,640−71.5% | Reduced |
| HighTower Advisors, LLC | 22,121 | $2.99M | 0.00% | −6,307−22.2% | Reduced |
| JustInvest LLC | 22,123 | $2.99M | 0.03% | +622+2.9% | Added |
| ASR Vermogensbeheer N.V. | 22,213 | $3.00M | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 22,756 | $3.08M | 0.09% | −51−0.2% | Reduced |
| Gold Investment Management Ltd. | 23,088 | $3.12M | 0.97% | +189+0.8% | Added |
| The PNC Financial Services Group, Inc. | 23,606 | $3.19M | 0.00% | −3,446−12.7% | Reduced |
| Susquehanna Advisors Group, Inc. | 23,900 | $3.23M | 0.15% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 23,971 | $3.24M | 0.06% | −22−0.1% | Reduced |
| Burkett Asset Management Ltd | 24,533 | $3.32M | 3.27% | +833+3.5% | Added |
| US Bancorp | 24,843 | $3.36M | 0.00% | −17−0.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,062 | $3.39M | 0.00% | +3,794+17.8% | Added |
| Natixis | 25,724 | $3.48M | 0.01% | −14,404−35.9% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 26,581 | $3.59M | 1.62% | −70.0% | Reduced |
| Ensign Peak Advisors, Inc | 26,929 | $3.64M | 0.01% | −3,900−12.7% | Reduced |
| Erste Asset Management GmbH | 30,300 | $3.98M | 0.04% | +30,300 | New |
| St Germain D J Co Inc | 31,288 | $4.23M | 0.17% | −3,301−9.5% | Reduced |
| Royal London Asset Management Ltd | 31,325 | $4.24M | 0.01% | −1,894−5.7% | Reduced |
| Vertex Planning Partners, LLC | 31,959 | $4.33M | 0.84% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 33,600 | $4.55M | 0.06% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 34,895 | $4.72M | 0.36% | −6,113−14.9% | Reduced |
| Commonwealth Equity Services, LLC | 35,745 | $4.84M | 0.01% | −2,025−5.4% | Reduced |
| Advisory Services Network, LLC | 37,629 | $5.09M | 0.07% | −2,496−6.2% | Reduced |
| Dana Investment Advisors, Inc. | 40,884 | $5.53M | 0.16% | −9,681−19.1% | Reduced |
| Andra AP-fonden | 29,400 | $5.54M | 0.07% | +29,400 | New |
| Baird Financial Group, Inc. | 41,181 | $5.57M | 0.01% | +3,542+9.4% | Added |
| Man Group plc | 41,597 | $5.63M | 0.01% | −162,799−79.6% | Reduced |
| Northwest Bancshares, Inc. | 41,708 | $5.64M | 1.12% | −1,127−2.6% | Reduced |
| Bessemer Group Inc | 41,906 | $5.66M | 0.01% | +1,415+3.5% | Added |
| Rathbone Brothers plc | 42,154 | $5.69M | 0.02% | +770+1.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 43,209 | $5.85M | 0.11% | +43,209 | New |
| Osmosis Investment Management UK Ltd | 43,356 | $5.85M | 0.16% | −8,632−16.6% | Reduced |
| PCJ Investment Counsel Ltd. | 43,300 | $5.87M | 1.67% | +1,450+3.5% | Added |
| PEAK6 LLC | 43,616 | $5.90M | 0.17% | +43,616 | New |
| Jane Street Group, LLC | 43,646 | $5.91M | 0.01% | −157,907−78.3% | Reduced |
| Credit Agricole S A | 45,376 | $6.14M | 0.02% | +32,312+247.3% | Added |
| Allianz Asset Management GmbH | 45,867 | $6.19M | 0.01% | +527+1.2% | Added |
| NBT Bank N A | 46,069 | $6.23M | 0.41% | +44,769+3,443.8% | Added |
| Thrivent Financial for Lutherans | 47,753 | $6.45M | 0.01% | +45,520+2,038.5% | Added |
| Kepler Cheuvreux (Suisse) SA | 34,266 | $6.46M | 0.43% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 47,958 | $6.48M | 1.07% | −1,648−3.3% | Reduced |
| Cetera Investment Advisers | 48,668 | $6.59M | 0.01% | −3,299−6.3% | Reduced |
| Romano Brothers and Company | 49,563 | $6.71M | 0.76% | −675−1.3% | Reduced |
| Truist Financial Corp | 50,641 | $6.85M | 0.01% | −14,156−21.8% | Reduced |
| Public Employees Retirement System of Ohio | 52,594 | $7.10M | 0.02% | −21,089−28.6% | Reduced |
| Beacon Pointe Advisors, LLC | 52,878 | $7.16M | 0.04% | +243+0.5% | Added |
| Capital Fund Management S.A. | 54,170 | $7.33M | 0.07% | −33,253−38.0% | Reduced |
| Mariner, LLC | 54,618 | $7.39M | 0.01% | −3,405−5.9% | Reduced |
| Gulf International Bank (UK) Ltd | 54,623 | $7.40M | 0.17% | +18,382+50.7% | Added |
| Harvest Portfolios Group Inc. | 56,377 | $7.64M | 0.13% | +19,498+52.9% | Added |
| O'Shaughnessy Asset Management, LLC | 57,104 | $7.73M | 0.04% | −110,701−66.0% | Reduced |
| M&T Bank Corp | 58,084 | $7.86M | 0.03% | +462+0.8% | Added |
| Ameriprise Financial Inc | 50,792 | $7.98M | 0.00% | +6,107+13.7% | Added |
| Janus Henderson Group PLC | 61,427 | $8.27M | 0.00% | −800−1.3% | Reduced |
| JCIC Asset Management Inc. | 61,364 | $8.29M | 2.54% | +1,074+1.8% | Added |
| Barometer Capital Management Inc. | 44,500 | $8.32M | 2.85% | +1,455+3.4% | Added |