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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
Kilter Group LLC––––Not filed
Indiana Trust & Investment Management CO––––Not filed
Tradewinds Capital Management, LLC––––Not filed
MCF Advisors LLC––––Not filed
Sfam, LLC––––Not filed
Essential Partners LLC––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Western Pacific Wealth Management, LP––––Not filed
Tounjian Advisory Partners, LLC––––Not filed
Princeton Global Asset Management LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Rossby Financial, LCC––––Not filed
Financial Consulate, Inc––––Not filed
GHP Investment Advisors, Inc.––––Not filed
ZRC Wealth Management, LLC––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed
Signature Resources Capital Management, LLC––––Not filed
Westside Investment Management, Inc.––––Not filed
UMA Financial Services, Inc.––––Not filed
Private Trust Co NA––––Not filed
Highline Wealth Partners LLC––––Not filed
Cornerstone Financial Management LLC––––Not filed
Country Trust Bank––––Not filed
Triumph Capital Management––––Not filed
Penserra Capital Management LLC––––Not filed
Financial Avengers, Inc.––––Not filed
Atlantic Edge Private Wealth Management, LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed
Financial Perspectives, Inc––––Not filed
SJS Investment Consulting Inc.––––Not filed
Colonial Trust Advisors––––Not filed
MV Capital Management, Inc.––––Not filed
Mather Group, LLC.––––Not filed
Addison Advisors LLC––––Not filed
Valley National Advisers Inc––––Not filed
Stephenson National Bank & Trust––––Not filed
Parkside Financial Bank & Trust––––Not filed
Bell Investment Advisors, Inc––––Not filed
Godfrey Financial Associates, Inc.––––Not filed
Continuum Advisory, LLC––––Not filed
Stone House Investment Management, LLC––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
CoreCap Advisors, LLC––––Not filed
Leonteq Securities AG––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Hantz Financial Services, Inc.––––Not filed
Financial Network Wealth Advisors LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Dogwood Wealth Management LLC––––Not filed
Marshall Investment Management, LLC––––Not filed
Raleigh Capital Management Inc.––––Not filed
Creative Financial Designs Inc––––Not filed
RMG Wealth Management LLC––––Not filed
Nvest Wealth Strategies, Inc.––––Not filed
Game Plan Financial Advisors, LLC––––Not filed
Walleye Capital LLC––––Not filed
High Note Wealth, LLC––––Not filed
Mowery & Schoenfeld Wealth Management, LLC––––Not filed
Tradewinds, LLC.––––Not filed