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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
Qtron Investments LLC––––Not filed
Tradition Wealth Management, LLC––––Not filed
Vaughan & Co Securities, Inc.––––Not filed
Westwood Holdings Group Inc.––––Not filed
Baskin Financial Services Inc.––––Not filed
Legacy Wealth Asset Management, LLC––––Not filed
Benjamin Edwards Inc––––Not filed
RMB Capital Management, LLC––––Not filed
Ignite Planners, LLC––––Not filed
Ipswich Investment Management Co., Inc.––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Prudential Financial Inc––––Not filed
VestGen Advisors, LLC––––Not filed
Sivia Capital Partners, LLC––––Not filed
Landaas & Co––––Not filed
Midwest Trust Co––––Not filed
Ellenbecker Investment Group––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Patrick M Sweeney & Associates, Inc––––Not filed
Fullerton Fund Management Co Ltd.––––Not filed
Biltmore Family Office, LLC––––Not filed
PDS Planning, Inc––––Not filed
Ferguson Wellman Capital Management, Inc––––Not filed
IFG Advisory, LLC––––Not filed
Pacifica Partners Inc.––––Not filed
Evergreen Capital Management LLC––––Not filed
Brighton Jones LLC––––Not filed
Avant Financial Advisors LLC––––Not filed
PCM Encore, LLC––––Not filed
Watershed Private Wealth LLC––––Not filed
Camden Capital, LLC––––Not filed
Oppenheimer & Co Inc––––Not filed
Silverlake Wealth Management LLC––––Not filed
Crescent Grove Advisors, LLC––––Not filed
Annex Advisory Services, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
KLCM Advisors, Inc.––––Not filed
Legacy Financial Advisors, Inc.––––Not filed
Vident Advisory, LLC––––Not filed
Drake & Associates, LLC––––Not filed
Cary Street Partners Financial LLC––––Not filed
Commerce Bank––––Not filed
Nwam LLC––––Not filed
Jamison Private Wealth Management, Inc.––––Not filed
Puzo Michael J––––Not filed
GeoWealth Management, LLC––––Not filed
Brown Brothers Harriman & Co––––Not filed
David R. Rahn & Associates Inc.––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Old National Bancorp––––Not filed
Pensionmark Financial Group, LLC––––Not filed
Group One Trading, L.P.––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Assetmark, Inc––––Not filed
Rockland Trust Co––––Not filed
Kathmere Capital Management, LLC––––Not filed
Apollon Wealth Management, LLC––––Not filed
Prospera Financial Services Inc––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors––––Not filed
Chicago Partners Investment Group LLC––––Not filed
Magnus Financial Group LLC––––Not filed
Wedbush Securities Inc––––Not filed
Summit Global Investments––––Not filed
Code Waechter LLC––––Not filed
Buckingham Strategic Partners––––Not filed
DRW Securities, LLC––––Not filed
Fulton Bank, N.A.––––Not filed
Five Oceans Advisors––––Not filed
Modern Wealth Management, LLC––––Not filed
Ascent Group, LLC––––Not filed
Pure Financial Advisors, Inc.––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Evergreen Wealth Solutions, LLC––––Not filed
First Business Financial Services, Inc.––––Not filed
Diversified Trust Co––––Not filed
Murphy & Mullick Capital Management Corp––––Not filed
Terry L. Blaker––––Not filed
NBC Securities, Inc.––––Not filed
49 Wealth Management, LLC––––Not filed
Alongside, LLC––––Not filed
Bogart Wealth, LLC––––Not filed
Isthmus Partners, LLC––––Not filed
Fielder Capital Group LLC––––Not filed
Smith, Moore & Co.––––Not filed
Asahi Life Asset Management Co., Ltd.––––Not filed
Wellington-Altus USA Inc.––––Not filed
GAM Holding AG––––Not filed
QRG Capital Management, Inc.––––Not filed
Evelyn Partners Group Ltd––––Not filed
Archetype Wealth Partners––––Not filed
CVA Family Office, LLC––––Not filed
Cozad Asset Management Inc––––Not filed
Allworth Financial LP––––Not filed
Private Advisor Group, LLC––––Not filed
Larry Mathis Financial Planning, LLC––––Not filed
North Star Investment Management Corp.––––Not filed
Gill Capital Partners, LLC––––Not filed
Mesirow Financial Investment Management, Inc.––––Not filed