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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 187,747 | $25.3M | 0.25% | −46,067−19.7% | Reduced |
| Cardinal Point Capital Management, ULC | 176,674 | $23.9M | 1.46% | −1,814−1.0% | Reduced |
| Canerector Inc | 125,000 | $23.6M | 11.16% | 00.0% | Unchanged |
| SEB Asset Management AB | 174,150 | $23.5M | 0.10% | +174,150 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 166,129 | $22.4M | 0.12% | +1,134+0.7% | Added |
| Mn Services Vermogensbeheer B.V. | 165,213 | $22.3M | 0.15% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 157,356 | $21.2M | 0.05% | +25,531+19.4% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 152,951 | $20.7M | 0.31% | +50,791+49.7% | Added |
| Northwest & Ethical Investments L.P. | 149,995 | $20.3M | 0.47% | +3,137+2.1% | Added |
| DekaBank Deutsche Girozentrale | 144,747 | $19.9M | 0.03% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 143,329 | $19.4M | 0.11% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 140,804 | $19.0M | 2.87% | +24,638+21.2% | Added |
| Generali Asset Management SPA SGR | 95,858 | $18.1M | 0.38% | +9,186+10.6% | Added |
| Cidel Asset Management Inc | 130,608 | $17.6M | 0.96% | +109,313+513.3% | Added |
| Swiss Life Asset Management Ltd | 122,555 | $16.6M | 0.08% | +11,760+10.6% | Added |
| OpenArc Corporate Advisory, LLC | 116,090 | $15.7M | 0.22% | +59+0.1% | Added |
| Genus Capital Management Inc. | 112,448 | $15.2M | 1.74% | +84,926+308.6% | Added |
| USS Investment Management Ltd | 110,275 | $14.9M | 0.06% | +1,126+1.0% | Added |
| Vontobel Holding Ltd. | 107,319 | $14.5M | 0.05% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 105,598 | $14.3M | 0.11% | −1,575−1.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 103,182 | $13.9M | 0.14% | +410+0.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 100,673 | $13.6M | 3.23% | +2,043+2.1% | Added |
| Stifel Financial Corp | 99,316 | $13.4M | 0.01% | −24,174−19.6% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $13.0M | 0.88% | 00.0% | Unchanged |
| Wellington Management Group LLP | 92,145 | $12.4M | 0.00% | +11,416+14.1% | Added |
| Susquehanna Fundamental Investments, LLC | 89,100 | $12.1M | 0.45% | +70,300+373.9% | Added |
| Claret Asset Management Corp | 88,514 | $12.0M | 1.43% | −500−0.6% | Reduced |
| Maryland State Retirement & Pension System | 80,062 | $10.8M | 0.22% | +4,511+6.0% | Added |
| Creative Planning | 78,353 | $10.6M | 0.01% | +13,083+20.0% | Added |
| Utah Retirement Systems | 77,606 | $10.5M | 0.11% | −3,126−3.9% | Reduced |
| Natixis Advisors, L.P. | 77,035 | $10.4M | 0.01% | +4,869+6.7% | Added |
| Alliancebernstein L.P. | 79,531 | $10.3M | 0.00% | +10,941+16.0% | Added |
| Citadel Advisors LLC | 71,165 | $9.63M | 0.01% | +59,828+527.7% | Added |
| BNP Paribas Arbitrage, SA | 70,270 | $9.51M | 0.01% | +55,271+368.5% | Added |
| Quantinno Capital Management LP | 65,599 | $8.88M | 0.01% | +18,164+38.3% | Added |
| Avanza Fonder AB | 46,542 | $8.77M | 0.24% | +962+2.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 62,396 | $8.45M | 0.32% | +14,200+29.5% | Added |
| Barometer Capital Management Inc. | 44,500 | $8.32M | 2.85% | +1,455+3.4% | Added |
| JCIC Asset Management Inc. | 61,364 | $8.29M | 2.54% | +1,074+1.8% | Added |
| Janus Henderson Group PLC | 61,427 | $8.27M | 0.00% | −800−1.3% | Reduced |
| Ameriprise Financial Inc | 50,792 | $7.98M | 0.00% | +6,107+13.7% | Added |
| M&T Bank Corp | 58,084 | $7.86M | 0.03% | +462+0.8% | Added |
| O'Shaughnessy Asset Management, LLC | 57,104 | $7.73M | 0.04% | −110,701−66.0% | Reduced |
| Harvest Portfolios Group Inc. | 56,377 | $7.64M | 0.13% | +19,498+52.9% | Added |
| Gulf International Bank (UK) Ltd | 54,623 | $7.40M | 0.17% | +18,382+50.7% | Added |
| Mariner, LLC | 54,618 | $7.39M | 0.01% | −3,405−5.9% | Reduced |
| Capital Fund Management S.A. | 54,170 | $7.33M | 0.07% | −33,253−38.0% | Reduced |
| Beacon Pointe Advisors, LLC | 52,878 | $7.16M | 0.04% | +243+0.5% | Added |
| Public Employees Retirement System of Ohio | 52,594 | $7.10M | 0.02% | −21,089−28.6% | Reduced |
| Truist Financial Corp | 50,641 | $6.85M | 0.01% | −14,156−21.8% | Reduced |
| Romano Brothers and Company | 49,563 | $6.71M | 0.76% | −675−1.3% | Reduced |
| Cetera Investment Advisers | 48,668 | $6.59M | 0.01% | −3,299−6.3% | Reduced |
| K.J. Harrison & Partners Inc | 47,958 | $6.48M | 1.07% | −1,648−3.3% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 34,266 | $6.46M | 0.43% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 47,753 | $6.45M | 0.01% | +45,520+2,038.5% | Added |
| NBT Bank N A | 46,069 | $6.23M | 0.41% | +44,769+3,443.8% | Added |
| Allianz Asset Management GmbH | 45,867 | $6.19M | 0.01% | +527+1.2% | Added |
| Credit Agricole S A | 45,376 | $6.14M | 0.02% | +32,312+247.3% | Added |
| Jane Street Group, LLC | 43,646 | $5.91M | 0.01% | −157,907−78.3% | Reduced |
| PEAK6 LLC | 43,616 | $5.90M | 0.17% | +43,616 | New |
| PCJ Investment Counsel Ltd. | 43,300 | $5.87M | 1.67% | +1,450+3.5% | Added |
| Osmosis Investment Management UK Ltd | 43,356 | $5.85M | 0.16% | −8,632−16.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 43,209 | $5.85M | 0.11% | +43,209 | New |
| Rathbone Brothers plc | 42,154 | $5.69M | 0.02% | +770+1.9% | Added |
| Bessemer Group Inc | 41,906 | $5.66M | 0.01% | +1,415+3.5% | Added |
| Northwest Bancshares, Inc. | 41,708 | $5.64M | 1.12% | −1,127−2.6% | Reduced |
| Man Group plc | 41,597 | $5.63M | 0.01% | −162,799−79.6% | Reduced |
| Baird Financial Group, Inc. | 41,181 | $5.57M | 0.01% | +3,542+9.4% | Added |
| Andra AP-fonden | 29,400 | $5.54M | 0.07% | +29,400 | New |
| Dana Investment Advisors, Inc. | 40,884 | $5.53M | 0.16% | −9,681−19.1% | Reduced |
| Advisory Services Network, LLC | 37,629 | $5.09M | 0.07% | −2,496−6.2% | Reduced |
| Commonwealth Equity Services, LLC | 35,745 | $4.84M | 0.01% | −2,025−5.4% | Reduced |
| Cumberland Partners Ltd | 34,895 | $4.72M | 0.36% | −6,113−14.9% | Reduced |
| Pinnacle Associates Ltd | 33,600 | $4.55M | 0.06% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 31,959 | $4.33M | 0.84% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 31,325 | $4.24M | 0.01% | −1,894−5.7% | Reduced |
| St Germain D J Co Inc | 31,288 | $4.23M | 0.17% | −3,301−9.5% | Reduced |
| Erste Asset Management GmbH | 30,300 | $3.98M | 0.04% | +30,300 | New |
| Ensign Peak Advisors, Inc | 26,929 | $3.64M | 0.01% | −3,900−12.7% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 26,581 | $3.59M | 1.62% | −70.0% | Reduced |
| Natixis | 25,724 | $3.48M | 0.01% | −14,404−35.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,062 | $3.39M | 0.00% | +3,794+17.8% | Added |
| US Bancorp | 24,843 | $3.36M | 0.00% | −17−0.1% | Reduced |
| Burkett Asset Management Ltd | 24,533 | $3.32M | 3.27% | +833+3.5% | Added |
| Carnegie Capital Asset Management, LLC | 23,971 | $3.24M | 0.06% | −22−0.1% | Reduced |
| Susquehanna Advisors Group, Inc. | 23,900 | $3.23M | 0.15% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 23,606 | $3.19M | 0.00% | −3,446−12.7% | Reduced |
| Gold Investment Management Ltd. | 23,088 | $3.12M | 0.97% | +189+0.8% | Added |
| Quadrant Capital Group LLC | 22,756 | $3.08M | 0.09% | −51−0.2% | Reduced |
| ASR Vermogensbeheer N.V. | 22,213 | $3.00M | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 22,123 | $2.99M | 0.03% | +622+2.9% | Added |
| HighTower Advisors, LLC | 22,121 | $2.99M | 0.00% | −6,307−22.2% | Reduced |
| Two Sigma Investments, LP | 21,800 | $2.95M | 0.00% | −54,640−71.5% | Reduced |
| Assenagon Asset Management S.A. | 21,852 | $2.95M | 0.00% | +117+0.5% | Added |
| Zions Bancorporation, National Association | 21,550 | $2.92M | 0.19% | −10,731−33.2% | Reduced |
| Private Advisor Group, LLC | 20,944 | $2.83M | 0.01% | +226+1.1% | Added |
| Advisor Group Holdings, Inc. | 20,895 | $2.83M | 0.00% | +26+0.1% | Added |
| Cerity Partners LLC | 20,076 | $2.72M | 0.00% | +1,997+11.0% | Added |
| Murchinson Ltd. | 20,046 | $2.71M | 1.09% | +6,699+50.2% | Added |
| MML Investors Services, LLC | 19,900 | $2.69M | 0.01% | −8,885−30.9% | Reduced |