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 |
|---|---|---|---|---|---|
| Numerai GP LLC | 19,832 | $2.68M | 0.27% | +19,832 | New |
| Jones Financial Companies LLLP | 20,247 | $2.67M | 0.00% | +7,208+55.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 19,603 | $2.65M | 0.04% | +111+0.6% | Added |
| Kestra Advisory Services, LLC | 19,562 | $2.65M | 0.01% | −1,185−5.7% | Reduced |
| UniSuper Management Pty Ltd | 13,900 | $2.62M | 0.02% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 19,346 | $2.62M | 0.06% | +101+0.5% | Added |
| Metis Global Partners, LLC | 19,297 | $2.60M | 0.06% | −2,055−9.6% | Reduced |
| Davenport & Co LLC | 19,068 | $2.58M | 0.01% | −5,647−22.8% | Reduced |
| NorthRock Partners, LLC | 18,316 | $2.48M | 0.04% | +1,130+6.6% | Added |
| Ritholtz Wealth Management | 18,095 | $2.45M | 0.04% | +2,542+16.3% | Added |
| Silver Lake Advisory, LLC | 17,606 | $2.38M | 0.95% | −1,252−6.6% | Reduced |
| Naples Global Advisors, LLC | 17,360 | $2.35M | 0.17% | −420−2.4% | Reduced |
| First Bank & Trust | 17,295 | $2.34M | 0.38% | +160+0.9% | Added |
| Janney Montgomery Scott LLC | 16,862 | $2.28M | 0.01% | −2,923−14.8% | Reduced |
| CI Private Wealth, LLC | 16,869 | $2.27M | 0.00% | −5,686−25.2% | Reduced |
| Vise Technologies, Inc. | 17,151 | $2.23M | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 16,041 | $2.17M | 0.00% | +2,137+15.4% | Added |
| Campbell & CO Investment Adviser LLC | 15,949 | $2.16M | 0.12% | −12,922−44.8% | Reduced |
| Trexquant Investment LP | 14,799 | $2.00M | 0.01% | +14,799 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,716 | $1.99M | 0.00% | +2,016+15.9% | Added |
| Brinker Capital Investments, LLC | 14,720 | $1.99M | 0.02% | +74+0.5% | Added |
| Union Bancaire Privee, UBP SA | 14,987 | $1.98M | 0.04% | +125+0.8% | Added |
| Plato Investment Management Ltd | 14,305 | $1.93M | 0.13% | +13,836+2,950.1% | Added |
| Crossmark Global Holdings, Inc. | 13,890 | $1.88M | 0.03% | −2,086−13.1% | Reduced |
| Curbstone Financial Management Corp | 13,634 | $1.85M | 0.35% | −50−0.4% | Reduced |
| Colony Group, LLC | 13,513 | $1.83M | 0.00% | +961+7.7% | Added |
| Harbour Investments, Inc. | 13,099 | $1.77M | 0.03% | +6,167+89.0% | Added |
| TD Private Client Wealth LLC | 13,077 | $1.77M | 0.04% | −5,187−28.4% | Reduced |
| Pathstone Holdings, LLC | 12,928 | $1.75M | 0.01% | −329−2.5% | Reduced |
| Cigna Investments Inc | 12,529 | $1.69M | 0.26% | −217−1.7% | Reduced |
| Texas Yale Capital Corp. | 12,213 | $1.65M | 0.05% | −200−1.6% | Reduced |
| Assetmark, Inc | 11,769 | $1.59M | 0.00% | −2,284−16.3% | Reduced |
| Keybank National Association | 11,755 | $1.59M | 0.01% | +2,458+26.4% | Added |
| Dynamic Technology Lab Private Ltd | 11,470 | $1.55M | 0.25% | −800−6.5% | Reduced |
| State Street Corp | 11,465 | $1.55M | 0.00% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 11,453 | $1.55M | 0.25% | −332−2.8% | Reduced |
| Magnetar Financial LLC | 11,373 | $1.54M | 0.02% | −18,212−61.6% | Reduced |
| Signaturefd, LLC | 11,353 | $1.54M | 0.02% | +639+6.0% | Added |
| Turn8 Private Wealth Inc. | 11,215 | $1.51M | 0.95% | +93+0.8% | Added |
| Quadrature Capital Ltd | 11,100 | $1.50M | 0.02% | −496,682−97.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,877 | $1.47M | 0.01% | −2,372−17.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,697 | $1.45M | 0.00% | +167+1.6% | Added |
| Worldquant Millennium Advisors LLC | 10,695 | $1.45M | 0.01% | +50+0.5% | Added |
| Morningstar Investment Management LLC | 10,675 | $1.45M | 0.09% | +1,104+11.5% | Added |
| Redhawk Wealth Advisors, Inc. | 10,458 | $1.42M | 0.16% | +2,378+29.4% | Added |
| Smithfield Trust Co | 9,766 | $1.32M | 0.06% | 00.0% | Unchanged |
| Blair William & Co | 9,697 | $1.31M | 0.00% | +2,354+32.1% | Added |
| Independent Advisor Alliance | 9,670 | $1.31M | 0.01% | −203−2.1% | Reduced |
| Atomi Financial Group, Inc. | 9,660 | $1.31M | 0.04% | +1,105+12.9% | Added |
| Atria Investments LLC | 9,545 | $1.29M | 0.01% | −3,859−28.8% | Reduced |
| HB Wealth Management, LLC | 9,484 | $1.28M | 0.01% | +4,834+104.0% | Added |
| First American Bank | 9,360 | $1.27M | 0.08% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 9,350 | $1.27M | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,331 | $1.26M | 0.01% | +1,851+24.7% | Added |
| Abacus Wealth Partners, LLC | 9,202 | $1.25M | 0.11% | +81+0.9% | Added |
| Twin Tree Management, LP | 8,797 | $1.19M | 0.25% | +8,797 | New |
| Resources Management Corp | 8,770 | $1.19M | 0.16% | −625−6.7% | Reduced |
| Associated Banc-Corp | 8,738 | $1.18M | 0.03% | −150−1.7% | Reduced |
| Advisors Asset Management, Inc. | 8,631 | $1.17M | 0.02% | +2,218+34.6% | Added |
| State of Wyoming | 8,640 | $1.17M | 0.14% | +8,640 | New |
| Tacita Capital Inc | 8,637 | $1.17M | 0.69% | −19−0.2% | Reduced |
| Benjamin Edwards Inc | 8,609 | $1.17M | 0.01% | +1,630+23.4% | Added |
| Journey Strategic Wealth LLC | 8,545 | $1.16M | 0.03% | −82−1.0% | Reduced |
| Louisbourg Investments Inc. | 8,400 | $1.14M | 0.21% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,306 | $1.12M | 0.05% | −20.0% | Reduced |
| North Star Asset Management Inc | 8,099 | $1.10M | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,017 | $1.09M | 0.01% | +1,153+16.8% | Added |
| Syon Capital LLC | 7,872 | $1.07M | 0.05% | +77+1.0% | Added |
| Callan Family Office, LLC | 7,808 | $1.06M | 0.02% | −29−0.4% | Reduced |
| Captrust Financial Advisors | 7,575 | $1.03M | 0.00% | −842−10.0% | Reduced |
| Jefferies Financial Group Inc. | 7,492 | $1.01M | 0.01% | −472,000−98.4% | Reduced |
| Simplex Trading, LLC | 7,488 | $1.01M | 0.03% | +7,488 | New |
| Fulton Bank, N.A. | 7,299 | $987.8K | 0.03% | −2,802−27.7% | Reduced |
| Fountainhead AM, LLC | 7,142 | $966.6K | 0.87% | +7,142 | New |
| Raleigh Capital Management Inc. | 7,094 | $960.1K | 0.33% | −2,074−22.6% | Reduced |
| Mediolanum International Funds Ltd | 7,177 | $945.3K | 0.01% | +3,413+90.7% | Added |
| Parrish Capital LLC | 6,937 | $938.9K | 0.84% | −44−0.6% | Reduced |
| Savant Capital, LLC | 6,881 | $931.3K | 0.00% | +1,291+23.1% | Added |
| Squarepoint Ops LLC | 6,878 | $930.9K | 0.00% | −10,478−60.4% | Reduced |
| Dickmeyer Boyce Financial Management, Inc. | 6,830 | $924.3K | 0.54% | +6,830 | New |
| Glenmede Trust Co NA | 6,810 | $921.7K | 0.00% | +245+3.7% | Added |
| Mercer Global Advisors Inc | 6,785 | $918.2K | 0.00% | −1,031−13.2% | Reduced |
| Mairs & Power Inc | 6,746 | $913.0K | 0.01% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,692 | $905.7K | 0.54% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6,680 | $904.1K | 0.06% | +16+0.2% | Added |
| Viewpoint Investment Partners Corp | 6,534 | $895.9K | 0.41% | +6,534 | New |
| Merit Financial Group, LLC | 6,447 | $872.6K | 0.01% | +631+10.8% | Added |
| Sequoia Financial Advisors, LLC | 6,384 | $864.0K | 0.00% | +461+7.8% | Added |
| Dorsey & Whitney Trust CO LLC | 6,352 | $859.7K | 0.05% | +271+4.5% | Added |
| Pinebridge Investments LLC | 4,498 | $847.5K | 0.01% | +2,162+92.6% | Added |
| CAPROCK Group, Inc. | 6,149 | $832.3K | 0.02% | +1,328+27.5% | Added |
| Yousif Capital Management, LLC | 6,051 | $818.9K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,048 | $818.5K | 0.01% | +5,571+1,167.9% | Added |
| Harbour Trust & Investment Management Co | 5,935 | $803.2K | 0.09% | −20−0.3% | Reduced |
| Busey Wealth Management | 5,849 | $791.6K | 0.02% | −400−6.4% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,827 | $788.6K | 0.00% | +5,827 | New |
| Envestnet Portfolio Solutions, Inc. | 5,649 | $764.5K | 0.00% | −8,081−58.9% | Reduced |
| Great Valley Advisor Group, Inc. | 5,584 | $755.6K | 0.01% | +10.0% | Added |
| Ossiam | 5,558 | $750.4K | 0.01% | −918−14.2% | Reduced |
| Tradition Wealth Management, LLC | 5,486 | $742.5K | 0.05% | +12+0.2% | Added |