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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
Dixon Mitchell Investment Counsel Inc.––––Not filed
Savvy Advisors, Inc.––––Not filed
Ossiam––––Not filed
SBI Securities Co., Ltd.––––Not filed
Bridgewater Advisors Inc.––––Not filed
West Family Investments, Inc.––––Not filed
Geneos Wealth Management Inc.––––Not filed
Aprio Wealth Management, LLC––––Not filed
Patten & Patten Inc––––Not filed
Park National Corp––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Townsend & Associates, Inc––––Not filed
Valeo Financial Advisors, LLC––––Not filed
Pinebridge Investments LLC––––Not filed
Atlas Capital Advisors LLC––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Nilsine Partners, LLC––––Not filed
WoodTrust Financial Corp––––Not filed
Fund Advisors of America Inc––––Not filed
Studio Investment Management LLC––––Not filed
Swiss Re Ltd––––Not filed
Income Insurance Ltd––––Not filed
Seeds Investor LLC––––Not filed
Hilltop Holdings Inc.––––Not filed
SNS Financial Group, LLC––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Riverpoint Wealth Management Holdings, LLC––––Not filed
Donaldson Capital Management, LLC––––Not filed
Plancorp, LLC––––Not filed
OneAscent Family Office, LLC––––Not filed
Frisch Financial Group, Inc.––––Not filed
Fifth Third Bancorp––––Not filed
Algert Global LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Bridges Investment Management Inc––––Not filed
EP Wealth Advisors, LLC––––Not filed
Saxony Capital Management, LLC––––Not filed
ERn Financial, LLC––––Not filed
Greenwood Gearhart Inc––––Not filed
Park Avenue Securities LLC––––Not filed
MSH Capital Advisors LLC––––Not filed
UBS Asset Management Americas Inc––––Not filed
Ballentine Partners, LLC––––Not filed
Hexagon Capital Partners LLC––––Not filed
Arq Wealth Advisors, LLC––––Not filed
Empirical Asset Management, LLC––––Not filed
Buckhead Capital Management LLC––––Not filed
Schmidt P J Investment Management Inc––––Not filed
Fiduciary Financial Group, LLC––––Not filed
Intrust Bank NA––––Not filed
AlphaCore Capital LLC––––Not filed
Cromwell Holdings LLC––––Not filed
Krane Financial Solutions LLC––––Not filed
Venturi Wealth Management, LLC––––Not filed
PFG Investments, LLC––––Not filed
Affinity Capital Advisors, LLC––––Not filed
Madison Asset Management, LLC––––Not filed
Aldebaran Capital, LLC––––Not filed
RiverFront Investment Group, LLC––––Not filed
SkyOak Wealth, LLC––––Not filed
Pinney & Scofield, Inc.––––Not filed
Oslo Pensjonsforsikring AS––––Not filed
SEI Investments Co––––Not filed
Independent Financial Group, LLC––––Not filed
Brookstone Capital Management––––Not filed
Natural Investments, LLC––––Not filed
Annis Gardner Whiting Capital Advisors, LLC––––Not filed
CWA Asset Management Group, LLC––––Not filed
Altfest L J & Co Inc––––Not filed
Operose Advisors LLC––––Not filed
Ironwood Investment Counsel, LLC––––Not filed
PDT Partners, LLC––––Not filed
Trust Investment Advisors––––Not filed
Campbell & CO Investment Adviser LLC––––Not filed
Arthur M. Cohen & Associates, LLC––––Not filed
GWM Advisors LLC––––Not filed
Measured Wealth Private Client Group, LLC––––Not filed
55 North Private Wealth, LLC––––Not filed
Beto Financial Group, LLC––––Not filed
Kerntke Otto McGlone Wealth Management Group––––Not filed
Greykasell Wealth Strategies, Inc.––––Not filed
ExodusPoint Capital Management, LP––––Not filed
Caldwell Trust Co––––Not filed
KPP Advisory Services LLC––––Not filed
Greenleaf Trust––––Not filed
Mutual Advisors, LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Continuum Wealth Advisors, LLC––––Not filed
Argent Trust Co––––Not filed
Webster Bank, N. A.––––Not filed
Winning Points Advisors, LLC––––Not filed
Medallion Wealth Advisors, LLC––––Not filed
Bahl & Gaynor Inc––––Not filed
Citizens Financial Group Inc––––Not filed
Arkadios Wealth Advisors––––Not filed
LVW Advisors, LLC––––Not filed
FORM Wealth Advisors, LLC––––Not filed
Riversedge Advisors, LLC––––Not filed
Goldstein Advisors, LLC––––Not filed
RSM US Wealth Management LLC––––Not filed