Bank of Montreal

BMO

Exchange: NYSE
Industry: Commercial Banks, NEC
SEC CIK: 0000927971

SEC filings (opens in a new tab)

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 classesAIQD AIQU BERZ BNKD BNKU BRZD BRZL BULZ CARD CARU DULL FLYD FLYU FNGD FNGO FNGS FNGU GDXD GDXU HYGD HYGU JETD JETU JPND JPNU LQDD LQDU MNGU NRGD NRGU OILD OILU SHNY SMHD SMHU SPYU TAWN TPEI WTID WTIU XLCD XLCU XLPD XLPU

13F holders, Q3 2026

Institutional positions in Bank of Montreal as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 6; +1 vs. Q2 2026
Shares held: 15.4K; +65 (+0.4%) vs. Q2 2026
Total value: $2.57M; −$133.8K (−4.9%) vs. Q2 2026
New holders: 1; 2 more added
Sold out: 0; 1 more reduced

653 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders

Value held

Institutions holding BMO and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q2 2026.

Institutions holding BMO in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Investment Management Corp of Ontario	–	–	–	–	Not filed
D. E. Shaw & Co., Inc.	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
Cardinal Point Capital Management, ULC	–	–	–	–	Not filed
Rempart Asset Management Inc.	–	–	–	–	Not filed
Montrusco Bolton Investments Inc.	–	–	–	–	Not filed
Northwest & Ethical Investments L.P.	–	–	–	–	Not filed
Lansforsakringar Fondforvaltning AB (publ)	–	–	–	–	Not filed
Triasima Portfolio Management inc.	–	–	–	–	Not filed
Generali Asset Management SPA SGR	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
Genus Capital Management Inc.	–	–	–	–	Not filed
Swiss Life Asset Management Ltd	–	–	–	–	Not filed
Varma Mutual Pension Insurance Co	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
Quadrature Capital Ltd	–	–	–	–	Not filed
Lazard Asset Management LLC	–	–	–	–	Not filed
Qube Research & Technologies Ltd	–	–	–	–	Not filed
SEB Asset Management AB	–	–	–	–	Not filed
Canerector Inc	–	–	–	–	Not filed
Grantham, Mayo, Van Otterloo & Co. LLC	–	–	–	–	Not filed
Polar Asset Management Partners Inc.	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
PensionDanmark Pensionsforsikringsaktieselskab	–	–	–	–	Not filed
DekaBank Deutsche Girozentrale	–	–	–	–	Not filed
Maryland State Retirement & Pension System	–	–	–	–	Not filed
Pinnacle Financial Partners, Inc.	–	–	–	–	Not filed
Vontobel Holding Ltd.	–	–	–	–	Not filed
Wellington Management Group LLP	–	–	–	–	Not filed
Lorne Steinberg Wealth Management Inc.	–	–	–	–	Not filed
USS Investment Management Ltd	–	–	–	–	Not filed
American Assets Investment Management, LLC	–	–	–	–	Not filed
Raymond James Financial Inc	–	–	–	–	Not filed
Kepler Cheuvreux (Suisse) SA	–	–	–	–	Not filed
Claret Asset Management Corp	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
Brown Advisory Inc	–	–	–	–	Not filed
OpenArc Corporate Advisory, LLC	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
Andra AP-fonden	–	–	–	–	Not filed
Avanza Fonder AB	–	–	–	–	Not filed
Utah Retirement Systems	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
Man Group plc	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Barometer Capital Management Inc.	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
M&T Bank Corp	–	–	–	–	Not filed
Wells Fargo & Company	–	–	–	–	Not filed
AustralianSuper Pty Ltd	–	–	–	–	Not filed
Harvest Portfolios Group Inc.	–	–	–	–	Not filed
Gulf International Bank (UK) Ltd	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
Beacon Pointe Advisors, LLC	–	–	–	–	Not filed
Jane Street Group, LLC	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Romano Brothers and Company	–	–	–	–	Not filed
SIG North Trading, ULC	–	–	–	–	Not filed
Federated Hermes, Inc.	–	–	–	–	Not filed
Ameriprise Financial Inc	–	–	–	–	Not filed
Thrivent Financial for Lutherans	–	–	–	–	Not filed
JCIC Asset Management Inc.	–	–	–	–	Not filed
PCJ Investment Counsel Ltd.	–	–	–	–	Not filed
K.J. Harrison & Partners Inc	–	–	–	–	Not filed
NBT Bank N A	–	–	–	–	Not filed
Capital Fund Management S.A.	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
J. Safra Sarasin Holding AG	–	–	–	–	Not filed
Van Eck Associates Corp	–	–	–	–	Not filed
Rathbone Brothers plc	–	–	–	–	Not filed
Dana Investment Advisors, Inc.	–	–	–	–	Not filed
Northwest Bancshares, Inc.	–	–	–	–	Not filed
Cumberland Partners Ltd	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Citadel Advisors LLC	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
Manning & Napier Advisors LLC	–	–	–	–	Not filed
Fideuram Asset Management (Ireland) dac	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
Allianz Asset Management GmbH	–	–	–	–	Not filed
Pinnacle Associates Ltd	–	–	–	–	Not filed
St Germain D J Co Inc	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Vertex Planning Partners, LLC	–	–	–	–	Not filed
Ethic Inc.	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Royal London Asset Management Ltd	–	–	–	–	Not filed
Ewing Morris & Co. Investment Partners Ltd.	–	–	–	–	Not filed
UniSuper Management Pty Ltd	–	–	–	–	Not filed
Plato Investment Management Ltd	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
Capital World Investors	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed