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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
Canoe Financial LP––––Not filed
Rhumbline Advisers––––Not filed
LOM Asset Management Ltd––––Not filed
One Degree Advisors Inc––––Not filed
Braun-Bostich & Associates Inc.––––Not filed
Manchester Capital Management LLC––––Not filed
Bank Julius Baer & Co. Ltd, Zurich––––Not filed
Yousif Capital Management, LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Keudell/Morrison Wealth Management––––Not filed
Wealthspire Advisors, LLC––––Not filed
StoneX Group Inc.––––Not filed
Gateway Wealth Partners, LLC––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Compass Wealth Management LLC––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Applied Capital LLC––––Not filed
Kingswood Wealth Advisors, LLC––––Not filed
Signature Estate & Investment Advisors LLC––––Not filed
Mawer Investment Management Ltd.––––Not filed
Davenport & Co LLC––––Not filed
Oarsman Capital, Inc.––––Not filed
SlateStone Wealth, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Brucke Financial, Inc.––––Not filed
Mission Wealth Management, LP––––Not filed
Apella Capital, LLC––––Not filed
Manske Wealth Management––––Not filed
Stephens Inc––––Not filed
CogentBlue Wealth Advisors, LLC––––Not filed
Johnson Financial Group, Inc.––––Not filed
Carter Financial Group, INC.––––Not filed
Hanson & Doremus Investment Management––––Not filed
Tompkins Financial Corp––––Not filed
Hills Bank & Trust Co––––Not filed
Central Trust Co––––Not filed
Danske Bank A/S––––Not filed
N.E.W. Advisory Services LLC––––Not filed
JTC Employer Solutions Trusteee Ltd––––Not filed
Huntington National Bank––––Not filed
Umb Bank N A––––Not filed
Clearstead Advisors, LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
HM Payson & Co––––Not filed
GAMMA Investing LLC––––Not filed
DHJJ Financial Advisors, Ltd.––––Not filed
Grove Bank & Trust––––Not filed
Olistico Wealth, LLC––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Trust Co of Vermont––––Not filed
Massmutual Trust Co FSB––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Virtus ETF Advisers LLC––––Not filed
Rothschild Investment LLC––––Not filed
Toth Financial Advisory Corp––––Not filed
Eastern Bank––––Not filed
Bayforest Capital Ltd––––Not filed
Corient IA LLC––––Not filed
Bayban––––Not filed
Retirement Wealth Solutions LLC––––Not filed
Larson Financial Group LLC––––Not filed
Birchwood Financial Partners, Inc.––––Not filed
JNBA Financial Advisors––––Not filed
Caldwell Sutter Capital, Inc.––––Not filed
Basecamp Wealth Advisors LLC––––Not filed
Vision Financial Markets LLC––––Not filed
Crewe Advisors LLC––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Highland Investment Advisors LLC––––Not filed
Thompson Investment Management, Inc.––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Harbor Asset Planning, Inc.––––Not filed
Winch Advisory Services, LLC––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
IAG Wealth Partners, LLC––––Not filed
Capital Analysts, LLC––––Not filed
LRI Investments, LLC––––Not filed
JPL Wealth Management, LLC––––Not filed
Truvestments Capital LLC––––Not filed
CDKV Holdings LLC––––Not filed
True Wealth Design, LLC––––Not filed
Meramec Financial Planners, LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
IFP Advisors, Inc––––Not filed
Bank & Trust Co––––Not filed
Financial Management Professionals, Inc.––––Not filed
1620 Investment Advisors, Inc.––––Not filed
Nisa Investment Advisors, LLC––––Not filed
First Horizon Corp––––Not filed
Trust Co––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Bare Financial Services, Inc––––Not filed
Edmond de Rothschild Holding S.A.––––Not filed
TIAA Wealth Investment Management LLC––––Not filed
Commonwealth Retirement Investments LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Jackson, Grant Investment Advisers, Inc.––––Not filed
Ronald Blue Trust, Inc.––––Not filed
JFS Wealth Advisors, LLC––––Not filed