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 |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 50 | $6.77K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $6.77K | 0.00% | +43+614.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $6.77K | 0.00% | +50 | New |
| Retiremitten Financial LLC | 50 | $6.77K | 0.00% | +50 | New |
| Financial Perspectives, Inc | 48 | $6.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 43 | $5.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $5.55K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $5.41K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 42 | $5.00K | 0.00% | −3−6.7% | Reduced |
| Maseco LLP | 36 | $4.82K | 0.00% | +36 | New |
| Western Pacific Wealth Management, LP | 32 | $4.33K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 29 | $3.92K | 0.00% | +22+314.3% | Added |
| Stephenson National Bank & Trust | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $3.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $3.11K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 23 | $3.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 23 | $3.11K | 0.00% | +7+43.8% | Added |
| Valley National Advisers Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $2.98K | 0.00% | −3−12.0% | Reduced |
| Evolution Wealth Management Inc. | 18 | $2.44K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 15 | $2.03K | 0.00% | +15 | New |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 14 | $1.87K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 12 | $1.62K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 11 | $1.49K | 0.00% | +11 | New |
| Stone House Investment Management, LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $1.08K | 0.00% | +8 | New |
| Colonial Trust Co | 7 | $921 | 0.00% | −3−30.0% | Reduced |
| Creative Financial Designs Inc | 6 | $812 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 4 | $541 | 0.00% | −2−33.3% | Reduced |
| Frazier Financial Advisors, LLC | 3 | $407 | 0.00% | +3 | New |
| RMG Wealth Management LLC | 2 | $306 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 2 | $271 | 0.00% | +2 | New |
| High Note Wealth, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 40,435 | $0 | 0.00% | −21,123−34.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −167,739−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −164,995−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −104,200−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −53,898−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −27,367−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −25,894−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −23,701−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −19,448−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −15,996−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −14,048−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,693−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −9,618−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −8,173−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −7,085−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,835−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −6,317−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,866−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,781−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −5,655−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −5,336−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Heck Capital Advisors, LLC | 0 | $0 | 0.00% | −4,636−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −4,489−100.0% | Sold out |
| Rowland & Co Investment Counsel | 0 | $0 | 0.00% | −4,476−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,432−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −2,419−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −2,216−100.0% | Sold out |
| Westerkirk Capital Inc. | 0 | $0 | 0.00% | −2,064−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −1,878−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,739−100.0% | Sold out |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| Atlantic Family Wealth, LLC | 0 | $0 | 0.00% | −1,568−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,256−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Forsta Ap-Fonden | – | – | – | – | Not filed |
| David Loasby | – | – | – | – | Not filed |
| Passumpsic Savings Bank | – | – | – | – | Not filed |
| Vantage Financial Partners, LLC | – | – | – | – | Not filed |
| Alongside, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| GPS Wealth Strategies Group, LLC | – | – | – | – | Not filed |