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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2026: 637 institutions
Q1 2021: 405 institutionsQ2 2021: 440 institutionsQ3 2021: 459 institutionsQ4 2021: 488 institutionsQ1 2022: 505 institutionsQ2 2022: 487 institutionsQ3 2022: 456 institutionsQ4 2022: 477 institutionsQ1 2023: 471 institutionsQ2 2023: 470 institutionsQ3 2023: 458 institutionsQ4 2023: 489 institutionsQ1 2024: 492 institutionsQ2 2024: 477 institutionsQ3 2024: 470 institutionsQ4 2024: 536 institutionsQ1 2025: 556 institutionsQ2 2025: 565 institutionsQ3 2025: 578 institutionsQ4 2025: 617 institutionsQ1 2026: 637 institutionsQ2 2026: 658 institutions
Value heldQ1 2026: $44.5B
Q1 2021: $24.7BQ2 2021: $28.3BQ3 2021: $27.7BQ4 2021: $28.9BQ1 2022: $34.0BQ2 2022: $28.3BQ3 2022: $26.4BQ4 2022: $29.2BQ1 2023: $28.9BQ2 2023: $29.7BQ3 2023: $28.3BQ4 2023: $33.9BQ1 2024: $34.1BQ2 2024: $29.5BQ3 2024: $30.8BQ4 2024: $33.4BQ1 2025: $33.0BQ2 2025: $38.7BQ3 2025: $44.7BQ4 2025: $43.2BQ1 2026: $44.5BQ2 2026: $60.0B
Institutions holding BMO and their total value by quarter
QuarterHoldersValue
Q2 2026658$60.0B
Q1 2026637$44.5B
Q4 2025617$43.2B
Q3 2025578$44.7B
Q2 2025565$38.7B
Q1 2025556$33.0B
Q4 2024536$33.4B
Q3 2024470$30.8B
Q2 2024477$29.5B
Q1 2024492$34.1B
Q4 2023489$33.9B
Q3 2023458$28.3B
Q2 2023470$29.7B
Q1 2023471$28.9B
Q4 2022477$29.2B
Q3 2022456$26.4B
Q2 2022487$28.3B
Q1 2022505$34.0B
Q4 2021488$28.9B
Q3 2021459$27.7B
Q2 2021440$28.3B
Q1 2021405$24.7B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q4 2025.

Institutions holding BMO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Snowden Capital Advisors LLC2,527$341.9K0.01%+221+9.6%Added
Bridgewater Advisors Inc.2,275$341.8K0.02%−594−20.7%Reduced
Pure Financial Advisors, Inc.2,523$341.5K0.00%+599+31.1%Added
CVA Family Office, LLC2,512$340.0K0.04%00.0%Unchanged
Perfromance Wealth Partners, LLC2,500$338.4K0.01%00.0%Unchanged
Allworth Financial LP2,494$337.6K0.00%+213+9.3%Added
SBI Securities Co., Ltd.2,493$337.4K0.01%−56−2.2%Reduced
Townsend & Associates, Inc2,225$335.6K0.03%00.0%Unchanged
Modern Wealth Management, LLC2,430$332.9K0.01%+682+39.0%Added
Nilsine Partners, LLC2,183$332.6K0.03%+2,183New
Cozad Asset Management Inc2,453$332.0K0.03%−384−13.5%Reduced
Hilltop Holdings Inc.2,448$331.3K0.03%+151+6.6%Added
North Star Investment Management Corp.2,425$328.2K0.02%+8+0.3%Added
Sagespring Wealth Partners, LLC2,425$328.2K0.01%+297+14.0%Added
Gill Capital Partners, LLC2,412$326.4K0.09%00.0%Unchanged
Mesirow Financial Investment Management, Inc.2,410$326.0K0.01%+289+13.6%Added
Bogart Wealth, LLC2,383$322.5K0.01%+2+0.1%Added
Brown Advisory Inc2,371$320.9K0.00%+2,371New
Kathmere Capital Management, LLC2,354$318.6K0.02%+349+17.4%Added
Keudell/Morrison Wealth Management2,353$318.5K0.07%−327−12.2%Reduced
Westwood Holdings Group Inc.2,336$316.2K0.00%00.0%Unchanged
Patten & Patten Inc2,328$315.1K0.02%00.0%Unchanged
Park National Corp2,325$314.7K0.01%00.0%Unchanged
Magnus Financial Group LLC2,295$310.6K0.03%−47−2.0%Reduced
Seeds Investor LLC2,093$310.5K0.04%+449+27.3%Added
Centiva Capital, LP2,274$307.8K0.01%+2,274New
Apollon Wealth Management, LLC2,232$302.1K0.00%+153+7.4%Added
J.W. Cole Advisors, Inc.2,228$301.6K0.01%−46−2.0%Reduced
Valeo Financial Advisors, LLC2,217$300.0K0.01%+55+2.5%Added
Beverly Hills Private Wealth, LLC2,217$300.0K0.05%−117−5.0%Reduced
Atlas Capital Advisors LLC2,203$298.2K0.03%−1,441−39.5%Reduced
WoodTrust Financial Corp2,189$296.0K0.04%00.0%Unchanged
Fund Advisors of America Inc2,185$295.7K0.30%00.0%Unchanged
West Family Investments, Inc.2,183$295.4K0.10%−1,671−43.4%Reduced
Studio Investment Management LLC2,175$294.4K0.05%00.0%Unchanged
QRG Capital Management, Inc.2,172$294.0K0.00%+2,172New
Fox Run Management, L.L.C.2,220$292.1K0.05%+2,220New
Aprio Wealth Management, LLC2,154$291.5K0.02%−126−5.5%Reduced
First Affirmative Financial Network2,148$290.7K0.11%+2,148New
Stephens Inc2,143$290.0K0.00%−53−2.4%Reduced
Plancorp, LLC1,996$288.1K0.01%+1+0.1%Added
Income Insurance Ltd2,132$287.9K0.20%00.0%Unchanged
Algert Global LLC2,131$287.7K0.00%+2,131New
Riverpoint Wealth Management Holdings, LLC2,075$280.8K0.06%00.0%Unchanged
Evelyn Partners Investment Management LLP2,064$279.5K0.01%00.0%Unchanged
Savvy Advisors, Inc.2,055$278.2K0.01%+185+9.9%Added
SNS Financial Group, LLC2,048$277.2K0.02%+16+0.8%Added
Argent Trust Co2,012$272.3K0.01%−475−19.1%Reduced
Bridges Investment Management Inc2,000$270.7K0.00%00.0%Unchanged
CIBC Bancorp USA Inc.1,999$270.5K0.00%+1,999New
Stratos Wealth Partners, LTD.1,985$268.7K0.00%−976−33.0%Reduced
Saxony Capital Management, LLC1,975$267.3K0.16%00.0%Unchanged
Concurrent Investment Advisors, LLC1,975$267.3K0.00%+385+24.2%Added
Old National Bancorp1,953$264.3K0.00%−589−23.2%Reduced
MSH Capital Advisors LLC1,952$264.2K0.06%+27+1.4%Added
Landaas & Co1,918$259.6K0.06%00.0%Unchanged
GWM Advisors LLC1,884$255.0K0.00%−756−28.6%Reduced
Hexagon Capital Partners LLC1,869$252.9K0.04%+1,869New
Ballentine Partners, LLC1,852$250.7K0.00%+47+2.6%Added
Lantz Financial LLC1,844$249.6K0.05%−397−17.7%Reduced
UBS Asset Management Americas Inc1,828$247.4K0.00%+1,544+543.7%Added
AlphaGrep UK Ltd1,824$246.9K0.07%+1,824New
Fiduciary Financial Group, LLC1,823$246.7K0.03%+200+12.3%Added
Measured Wealth Private Client Group, LLC1,808$244.7K0.07%−21−1.1%Reduced
Buckhead Capital Management LLC1,784$241.4K0.09%−70−3.8%Reduced
Ameritas Advisory Services, LLC1,779$240.7K0.01%−22−1.2%Reduced
Arq Wealth Advisors, LLC1,775$240.2K0.04%+1,775New
Arkadios Wealth Advisors1,775$240.2K0.00%+94+5.6%Added
Schmidt P J Investment Management Inc1,773$240.0K0.04%00.0%Unchanged
J. Safra Sarasin Holding AG1,774$239.5K0.00%+229+14.8%Added
Cromwell Holdings LLC1,739$235.4K0.13%00.0%Unchanged
Krane Financial Solutions LLC1,738$235.2K0.16%+1,738New
Affinity Capital Advisors, LLC1,710$231.4K0.03%+91+5.6%Added
Beto Financial Group, LLC1,514$230.9K0.14%00.0%Unchanged
Madison Asset Management, LLC1,702$230.3K0.00%00.0%Unchanged
SkyOak Wealth, LLC1,700$230.1K0.04%00.0%Unchanged
Pinney & Scofield, Inc.1,700$230.1K0.12%00.0%Unchanged
Aldebaran Capital, LLC1,700$230.1K0.18%+1,700New
Oslo Pensjonsforsikring AS1,700$229.5K0.04%+1,700New
Independent Financial Group, LLC1,690$228.7K0.01%−1−0.1%Reduced
ERn Financial, LLC1,680$227.4K0.04%00.0%Unchanged
Brookstone Capital Management1,672$226.2K0.00%00.0%Unchanged
Two Sigma Securities, LLC1,665$225.3K0.03%−489−22.7%Reduced
GAMMA Investing LLC1,647$222.9K0.01%+43+2.7%Added
Annis Gardner Whiting Capital Advisors, LLC1,623$219.7K0.04%+1,400+627.8%Added
Greenwood Gearhart Inc1,622$219.5K0.01%+1,622New
Altfest L J & Co Inc1,620$219.3K0.02%00.0%Unchanged
OneAscent Family Office, LLC1,615$218.6K0.15%−57−3.4%Reduced
PFG Investments, LLC1,610$217.9K0.01%−78−4.6%Reduced
Ironwood Investment Counsel, LLC1,605$217.2K0.03%00.0%Unchanged
PDT Partners, LLC1,600$216.5K0.01%+1,600New
Trust Investment Advisors1,589$215.1K0.13%+10+0.6%Added
RSM US Wealth Management LLC1,580$213.8K0.00%−214−11.9%Reduced
FORM Wealth Advisors, LLC1,527$206.6K0.02%−24−1.5%Reduced
Kerntke Otto McGlone Wealth Management Group1,523$206.1K0.14%+1,523New
Greykasell Wealth Strategies, Inc.1,521$205.9K0.08%00.0%Unchanged
Coldstream Capital Management Inc1,501$203.2K0.00%+1,501New
Caldwell Trust Co1,500$203.0K0.02%00.0%Unchanged
Corient IA LLC1,500$203.0K0.19%+1,500New
SEI Investments Co1,494$202.3K0.00%+1,494New