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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, 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
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 held
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
US Bancorp––––Not filed
Quantbot Technologies LP––––Not filed
Carnegie Capital Asset Management, LLC––––Not filed
HRT Financial LP––––Not filed
Gold Investment Management Ltd.––––Not filed
Osmosis Investment Management UK Ltd––––Not filed
Quadrant Capital Group LLC––––Not filed
Advisor Group Holdings, Inc.––––Not filed
ASR Vermogensbeheer N.V.––––Not filed
HighTower Advisors, LLC––––Not filed
Cliftonlarsonallen Wealth Advisors, LLC––––Not filed
Assenagon Asset Management S.A.––––Not filed
Burkett Asset Management Ltd––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Cerity Partners LLC––––Not filed
CI Private Wealth, LLC––––Not filed
Kestra Advisory Services, LLC––––Not filed
Ritholtz Wealth Management––––Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main––––Not filed
Worldquant Millennium Advisors LLC––––Not filed
NorthRock Partners, LLC––––Not filed
Silver Lake Advisory, LLC––––Not filed
Naples Global Advisors, LLC––––Not filed
Rockefeller Capital Management L.P.––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Entropy Technologies, LP––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Union Bancaire Privee, UBP SA––––Not filed
Mediolanum International Funds Ltd––––Not filed
Colony Group, LLC––––Not filed
First Bank & Trust––––Not filed
Truist Financial Corp––––Not filed
Brinker Capital Investments, LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Pathstone Holdings, LLC––––Not filed
Curbstone Financial Management Corp––––Not filed
Signaturefd, LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
HB Wealth Management, LLC––––Not filed
Keybank National Association––––Not filed
Cigna Investments Inc––––Not filed
Natixis––––Not filed
Texas Yale Capital Corp.––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
State Street Corp––––Not filed
Turn8 Private Wealth Inc.––––Not filed
Probity Advisors, Inc.––––Not filed
Redhawk Wealth Advisors, Inc.––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Atomi Financial Group, Inc.––––Not filed
Advisors Asset Management, Inc.––––Not filed
Smithfield Trust Co––––Not filed
Berger Financial Group, Inc––––Not filed
First American Bank––––Not filed
Independent Advisor Alliance––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
Resources Management Corp––––Not filed
Associated Banc-Corp––––Not filed
Janney Montgomery Scott LLC––––Not filed
Ieq Capital, LLC––––Not filed
Abacus Wealth Partners, LLC––––Not filed
Tacita Capital Inc––––Not filed
Metis Global Partners, LLC––––Not filed
Louisbourg Investments Inc.––––Not filed
Morningstar Investment Management LLC––––Not filed
MML Investors Services, LLC––––Not filed
North Star Asset Management Inc––––Not filed
Syon Capital LLC––––Not filed
Callan Family Office, LLC––––Not filed
State of Wyoming––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Jefferies Financial Group Inc.––––Not filed
D.A. Davidson & Co.––––Not filed
Blair William & Co––––Not filed
Savant Capital, LLC––––Not filed
Mercer Global Advisors Inc––––Not filed
Glenmede Trust Co NA––––Not filed
Mairs & Power Inc––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
Ti-Trust, Inc––––Not filed
Merit Financial Group, LLC––––Not filed
Dickmeyer Boyce Financial Management, Inc.––––Not filed
Viewpoint Investment Partners Corp––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Captrust Financial Advisors––––Not filed
Dorsey & Whitney Trust CO LLC––––Not filed
Harbour Trust & Investment Management Co––––Not filed
MAI Capital Management––––Not filed
Farther Finance Advisors, LLC––––Not filed
Tiaa-Cref Individual & Institutional Services, LLC––––Not filed
Busey Wealth Management––––Not filed
Great Valley Advisor Group, Inc.––––Not filed
Sand Hill Global Advisors, LLC––––Not filed
Nicolet Bankshares Inc––––Not filed
Brevan Howard Capital Management LP––––Not filed
Quilter Plc––––Not filed
HSBC Holdings PLC––––Not filed
Fountainhead AM, LLC––––Not filed