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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 1,482 | $200.6K | 0.04% | −621−29.5% | Reduced |
| Canoe Financial LP | 1,442 | $195.2K | 0.00% | +1,442 | New |
| Webster Bank, N. A. | 1,400 | $189.5K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,387 | $187.7K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,297 | $175.5K | 0.00% | −6−0.5% | Reduced |
| LOM Asset Management Ltd | 930 | $175.2K | 0.05% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,707 | $151.0K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,105 | $150.0K | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,057 | $143.1K | 0.00% | −10−0.9% | Reduced |
| Bayforest Capital Ltd | 1,010 | $136.7K | 0.15% | +656+185.3% | Added |
| Tompkins Financial Corp | 1,000 | $135.3K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,000 | $135.3K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,000 | $135.0K | 0.02% | +1,000 | New |
| Thompson Investment Management, Inc. | 972 | $131.6K | 0.02% | −150−13.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 960 | $129.9K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 913 | $123.4K | 0.00% | −2,064−69.3% | Reduced |
| N.E.W. Advisory Services LLC | 858 | $116.1K | 0.01% | +142+19.8% | Added |
| Huntington National Bank | 844 | $114.2K | 0.00% | +327+63.2% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 845 | $114.1K | 0.00% | −492−36.8% | Reduced |
| Umb Bank N A | 836 | $113.1K | 0.00% | −2,140−71.9% | Reduced |
| Johnson Financial Group, Inc. | 794 | $107.5K | 0.00% | −212−21.1% | Reduced |
| Smartleaf Asset Management LLC | 787 | $103.5K | 0.00% | +63+8.7% | Added |
| HM Payson & Co | 762 | $103.1K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 736 | $99.6K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 710 | $96.1K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 700 | $94.7K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 700 | $94.7K | 0.00% | +700 | New |
| Ballast Advisors LLC | 653 | $88.4K | 0.03% | +653 | New |
| Massmutual Trust Co FSB | 592 | $80.1K | 0.00% | −36−5.7% | Reduced |
| Private Trust Co NA | 575 | $77.8K | 0.01% | −329−36.4% | Reduced |
| CX Institutional | 570 | $77.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 555 | $75.1K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 378 | $71.2K | 0.03% | −126−25.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 512 | $69.3K | 0.03% | −24−4.5% | Reduced |
| Rothschild Investment LLC | 512 | $69.3K | 0.00% | +5+1.0% | Added |
| Retirement Wealth Solutions LLC | 509 | $68.9K | 0.04% | −577−53.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 500 | $67.7K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 500 | $67.7K | 0.01% | +100+25.0% | Added |
| Bayban | 489 | $66.2K | 0.06% | −2,454−83.4% | Reduced |
| Birchwood Financial Partners, Inc. | 467 | $63.2K | 0.06% | 00.0% | Unchanged |
| IFG Advisory, LLC | 450 | $60.9K | 0.17% | −6,947−93.9% | Reduced |
| SRS Capital Advisors, Inc. | 440 | $59.5K | 0.00% | −918−67.6% | Reduced |
| JNBA Financial Advisors | 440 | $59.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 417 | $56.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 415 | $56.2K | 0.01% | +22+5.6% | Added |
| CDKV Holdings LLC | 412 | $55.8K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 406 | $54.9K | 0.02% | −205−33.6% | Reduced |
| Vision Financial Markets LLC | 400 | $54.1K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $54.1K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $54.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 387 | $52.4K | 0.00% | +70+22.1% | Added |
| Harbor Asset Planning, Inc. | 352 | $47.8K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $47.4K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 335 | $45.3K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 331 | $45.0K | 0.00% | −58−14.9% | Reduced |
| Sunbelt Securities, Inc. | 324 | $43.8K | 0.00% | +1+0.3% | Added |
| Truvestments Capital LLC | 300 | $40.6K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 300 | $40.6K | 0.02% | +300 | New |
| True Wealth Design, LLC | 297 | $40.2K | 0.01% | +82+38.1% | Added |
| LRI Investments, LLC | 294 | $39.8K | 0.00% | +144+96.0% | Added |
| Swiss Re Ltd | 290 | $39.2K | 0.24% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 275 | $37.2K | 0.00% | +102+59.0% | Added |
| IFP Advisors, Inc | 266 | $36.0K | 0.00% | −6−2.2% | Reduced |
| Bank & Trust Co | 263 | $35.6K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 254 | $34.4K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 252 | $34.1K | 0.01% | +252 | New |
| WFA of San Diego, LLC | 250 | $33.8K | 0.03% | 00.0% | Unchanged |
| Trust Co | 193 | $26.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 190 | $25.7K | 0.00% | +190 | New |
| Bruce G. Allen Investments, LLC | 178 | $24.1K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 168 | $22.7K | 0.00% | +168 | New |
| JPL Wealth Management, LLC | 153 | $20.7K | 0.00% | +153 | New |
| Cornerstone Planning Group LLC | 134 | $20.2K | 0.00% | +25+22.9% | Added |
| Ronald Blue Trust, Inc. | 133 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 133 | $17.9K | 0.01% | +1+0.8% | Added |
| Addison Advisors LLC | 132 | $17.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $16.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $16.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 110 | $14.9K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 109 | $14.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 107 | $14.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 93 | $12.6K | 0.00% | +24+34.8% | Added |
| Nisa Investment Advisors, LLC | 90 | $12.2K | 0.00% | +22+32.4% | Added |
| Harvest Fund Management Co., Ltd | 90 | $12.0K | 0.00% | +90 | New |
| MBM Wealth Consultants, LLC | 87 | $11.8K | 0.00% | +87 | New |
| Rossby Financial, LCC | 81 | $11.1K | 0.00% | +54+200.0% | Added |
| Richard W. Paul & Associates, LLC | 80 | $10.8K | 0.00% | −26−24.5% | Reduced |
| GHP Investment Advisors, Inc. | 79 | $10.7K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 71 | $9.61K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $9.54K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 70 | $9.47K | 0.00% | +64+1,066.7% | Added |
| Highline Wealth Partners LLC | 65 | $8.80K | 0.00% | +19+41.3% | Added |
| Country Trust Bank | 62 | $8.39K | 0.00% | −31−33.3% | Reduced |
| UMA Financial Services, Inc. | 60 | $8.12K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 57 | $7.71K | 0.00% | +1+1.8% | Added |
| McIlrath & Eck, LLC | 55 | $7.44K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 54 | $7.31K | 0.00% | −774−93.5% | Reduced |
| Kingdom Financial Group LLC. | 54 | $7.31K | 0.00% | +54 | New |