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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 5,401 | $740.2K | 0.03% | +5,401 | New |
| Verdence Capital Advisors LLC | 5,438 | $735.9K | 0.04% | −1,979−26.7% | Reduced |
| Sand Hill Global Advisors, LLC | 5,411 | $732.3K | 0.02% | +729+15.6% | Added |
| HRT Financial LP | 5,310 | $718.0K | 0.00% | −1,421−21.1% | Reduced |
| Vaughan & Co Securities, Inc. | 5,248 | $710.3K | 0.37% | −163−3.0% | Reduced |
| VestGen Advisors, LLC | 4,630 | $706.1K | 0.02% | +287+6.6% | Added |
| Quilter Plc | 3,710 | $699.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,134 | $694.8K | 0.00% | −210−3.9% | Reduced |
| Farther Finance Advisors, LLC | 5,011 | $686.7K | 0.01% | +1,296+34.9% | Added |
| HSBC Holdings PLC | 5,051 | $678.5K | 0.00% | +5,051 | New |
| Legacy Wealth Asset Management, LLC | 5,002 | $677.0K | 0.16% | +5,002 | New |
| Pacifica Partners Inc. | 5,005 | $676.5K | 0.22% | +5,005 | New |
| Baskin Financial Services Inc. | 4,967 | $673.0K | 0.06% | −2,100−29.7% | Reduced |
| Ignite Planners, LLC | 4,941 | $667.2K | 0.10% | −168−3.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,810 | $651.0K | 0.15% | −675−12.3% | Reduced |
| RMB Capital Management, LLC | 4,726 | $639.6K | 0.01% | −122−2.5% | Reduced |
| Sivia Capital Partners, LLC | 4,672 | $632.3K | 0.12% | +2,434+108.8% | Added |
| Midwest Trust Co | 4,632 | $626.9K | 0.01% | −748−13.9% | Reduced |
| Pensionmark Financial Group, LLC | 4,583 | $620.3K | 0.01% | −252−5.2% | Reduced |
| Wealth Alliance | 4,575 | $619.2K | 0.06% | −1,850−28.8% | Reduced |
| MAI Capital Management | 4,560 | $617.2K | 0.00% | −80−1.7% | Reduced |
| Ellenbecker Investment Group | 4,505 | $609.8K | 0.08% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 3,056 | $606.1K | 0.36% | −1,409−31.6% | Reduced |
| First Citizens Bank & Trust Co | 4,464 | $604.2K | 0.01% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,453 | $602.7K | 0.39% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,390 | $594.2K | 0.01% | −17−0.4% | Reduced |
| Boltwood Capital Management | 4,375 | $592.1K | 0.15% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,360 | $590.1K | 0.08% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,354 | $587.9K | 0.08% | +2,547+141.0% | Added |
| Evergreen Capital Management LLC | 4,337 | $587.0K | 0.01% | +225+5.5% | Added |
| EverSource Wealth Advisors, LLC | 4,286 | $580.0K | 0.02% | +620+16.9% | Added |
| PDS Planning, Inc | 4,251 | $575.3K | 0.04% | −148−3.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,238 | $573.6K | 0.01% | +4,238 | New |
| Capstone Investment Advisors, LLC | 4,190 | $567.1K | 0.00% | +4,190 | New |
| XTX Topco Ltd | 4,164 | $563.6K | 0.01% | −26,315−86.3% | Reduced |
| Versant Capital Management, Inc | 4,163 | $563.4K | 0.06% | +877+26.7% | Added |
| Avant Financial Advisors LLC | 4,160 | $563.0K | 0.40% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 4,156 | $562.5K | 0.01% | +4,156 | New |
| Park Avenue Securities LLC | 4,156 | $562.0K | 0.00% | −717−14.7% | Reduced |
| Camden Capital, LLC | 4,152 | $561.9K | 0.04% | −48−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 4,125 | $558.3K | 0.01% | +3,227+359.4% | Added |
| PCM Encore, LLC | 4,040 | $546.8K | 0.11% | +333+9.0% | Added |
| Silverlake Wealth Management LLC | 4,020 | $544.0K | 0.11% | +6+0.1% | Added |
| Watershed Private Wealth LLC | 4,000 | $541.4K | 0.17% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,984 | $539.2K | 0.08% | −117−2.9% | Reduced |
| CWM, LLC | 3,970 | $537.2K | 0.00% | −180−4.3% | Reduced |
| Annex Advisory Services, LLC | 3,925 | $531.3K | 0.01% | +221+6.0% | Added |
| Integrated Wealth Concepts LLC | 3,913 | $529.6K | 0.00% | +3,913 | New |
| Crescent Grove Advisors, LLC | 3,839 | $519.6K | 0.05% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 3,779 | $511.4K | 0.04% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 3,725 | $502.9K | 0.13% | −75−2.0% | Reduced |
| 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 |
| Nwam LLC | 3,668 | $496.4K | 0.03% | +2+0.1% | Added |
| Prudential Financial Inc | 4,770 | $488.5K | 0.00% | −4,400−48.0% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 3,612 | $487.7K | 0.02% | −50−1.4% | Reduced |
| Brighton Jones LLC | 3,600 | $487.3K | 0.01% | +3,600 | New |
| Code Waechter LLC | 3,582 | $484.8K | 0.29% | −904−20.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,558 | $481.5K | 0.06% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,556 | $481.3K | 0.03% | +3,556 | New |
| Vident Advisory, LLC | 3,543 | $479.6K | 0.00% | −181−4.9% | Reduced |
| Puzo Michael J | 3,500 | $473.7K | 0.14% | 00.0% | Unchanged |
| Intrust Bank NA | 3,487 | $471.9K | 0.04% | −14−0.4% | Reduced |
| Buckingham Strategic Partners | 3,464 | $468.8K | 0.00% | +787+29.4% | Added |
| Commerce Bank | 3,456 | $467.7K | 0.00% | +654+23.3% | Added |
| Brown Brothers Harriman & Co | 3,447 | $466.5K | 0.00% | −88−2.5% | Reduced |
| Prospera Financial Services Inc | 3,438 | $465.3K | 0.01% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 3,425 | $463.5K | 0.13% | 00.0% | Unchanged |
| 111 Capital | 3,288 | $445.3K | 0.11% | +3,288 | New |
| Gateway Wealth Partners, LLC | 3,260 | $441.2K | 0.02% | +3,260 | New |
| Rockland Trust Co | 3,243 | $438.9K | 0.02% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,193 | $431.1K | 0.28% | +505+18.8% | Added |
| Diversified Trust Co | 3,161 | $427.8K | 0.01% | +421+15.4% | Added |
| Checchi Capital Advisers, LLC | 3,141 | $425.1K | 0.03% | +88+2.9% | Added |
| International Assets Investment Management, LLC | 406,135 | $423.2K | 0.03% | +406,135 | New |
| Lazard Asset Management LLC | 3,083 | $417.7K | 0.00% | +228+8.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,070 | $415.5K | 0.05% | +8+0.3% | Added |
| Wedbush Securities Inc | 3,061 | $414.0K | 0.01% | −5−0.2% | Reduced |
| Reuter James Wealth Management, LLC | 3,049 | $412.7K | 0.06% | −1,145−27.3% | Reduced |
| United Capital Financial Advisers, LLC | 2,999 | $405.9K | 0.00% | +217+7.8% | Added |
| Skopos Labs, Inc. | 2,982 | $403.5K | 0.01% | +2,982 | New |
| NBC Securities, Inc. | 2,975 | $402.7K | 0.03% | −74−2.4% | Reduced |
| AE Wealth Management LLC | 2,942 | $398.2K | 0.00% | −243−7.6% | Reduced |
| Five Oceans Advisors | 2,938 | $397.6K | 0.14% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,912 | $394.2K | 0.01% | +153+5.5% | Added |
| Summerhill Capital Management lnc. | 2,907 | $393.0K | 0.34% | +2,907 | New |
| DRW Securities, LLC | 2,082 | $392.3K | 0.02% | +2,082 | New |
| Isthmus Partners, LLC | 2,891 | $391.3K | 0.04% | −200−6.5% | Reduced |
| First Business Financial Services, Inc. | 2,785 | $376.9K | 0.03% | +323+13.1% | Added |
| Ascent Group, LLC | 2,773 | $375.3K | 0.01% | +379+15.8% | Added |
| Fifth Third Bancorp | 2,736 | $370.3K | 0.00% | −351−11.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,732 | $369.7K | 0.27% | −51−1.8% | Reduced |
| Geneos Wealth Management Inc. | 2,725 | $368.8K | 0.01% | −400−12.8% | Reduced |
| Terry L. Blaker | 2,716 | $367.6K | 0.01% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,660 | $360.0K | 0.03% | +2,660 | New |
| Fielder Capital Group LLC | 2,640 | $357.4K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,636 | $356.8K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,603 | $352.3K | 0.01% | +2,603 | New |
| Archetype Wealth Partners | 2,557 | $346.0K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,554 | $345.7K | 0.11% | −145−5.4% | Reduced |