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, Q2 2026
Institutional positions in Bank of Montreal as of Jun 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
- Institutional holders
- 658
- +30 vs. Q1 2026
- Shares held
- 335.4M
- +7.54M (+2.3%) vs. Q1 2026
- Total value
- $60.0B
- +$15.6B (+35.0%) vs. Q1 2026
- New holders
- 93
- 212 more added
- Sold out
- 63
- 214 more reduced
9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 658 | $60.0B |
| Q1 2026 | 637 | $44.5B |
| Q4 2025 | 617 | $43.2B |
| Q3 2025 | 578 | $44.7B |
| Q2 2025 | 565 | $38.7B |
| Q1 2025 | 556 | $33.0B |
| Q4 2024 | 536 | $33.4B |
| Q3 2024 | 470 | $30.8B |
| Q2 2024 | 477 | $29.5B |
| Q1 2024 | 492 | $34.1B |
| Q4 2023 | 489 | $33.9B |
| Q3 2023 | 458 | $28.3B |
| Q2 2023 | 470 | $29.7B |
| Q1 2023 | 471 | $28.9B |
| Q4 2022 | 477 | $29.2B |
| Q3 2022 | 456 | $26.4B |
| Q2 2022 | 487 | $28.3B |
| Q1 2022 | 505 | $34.0B |
| Q4 2021 | 488 | $28.9B |
| Q3 2021 | 459 | $27.7B |
| Q2 2021 | 440 | $28.3B |
| Q1 2021 | 405 | $24.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Corient IA LLC | 490 | $86.6K | 0.08% | −1,010−67.3% | Reduced |
| Bayforest Capital Ltd | 490 | $86.6K | 0.08% | −520−51.5% | Reduced |
| Eastern Bank | 496 | $87.6K | 0.00% | +496 | New |
| Toth Financial Advisory Corp | 500 | $88.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 516 | $91.1K | 0.00% | +4+0.8% | Added |
| Virtus ETF Advisers LLC | 378 | $94.8K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 552 | $97.2K | 0.03% | +146+36.0% | Added |
| CX Institutional | 554 | $98.0K | 0.00% | −16−2.8% | Reduced |
| Massmutual Trust Co FSB | 596 | $105.3K | 0.00% | +4+0.7% | Added |
| Trust Co of Vermont | 651 | $115.0K | 0.00% | +651 | New |
| Caitong International Asset Management Co., Ltd | 652 | $115.2K | 0.02% | +652 | New |
| Olistico Wealth, LLC | 700 | $123.7K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 710 | $125.5K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 736 | $130.1K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 742 | $131.1K | 0.00% | −905−54.9% | Reduced |
| HM Payson & Co | 762 | $134.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 787 | $138.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 798 | $141.0K | 0.00% | +798 | New |
| Umb Bank N A | 836 | $147.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 837 | $147.9K | 0.00% | −7−0.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 1,707 | $148.0K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 858 | $151.6K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 913 | $160.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 970 | $171.4K | 0.00% | +415+74.8% | Added |
| Tompkins Financial Corp | 1,000 | $176.7K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,000 | $176.7K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,000 | $177.0K | 0.02% | 00.0% | Unchanged |
| Carter Financial Group, INC. | 1,135 | $200.6K | 0.10% | +1,135 | New |
| Johnson Financial Group, Inc. | 1,138 | $201.1K | 0.01% | +344+43.3% | Added |
| CogentBlue Wealth Advisors, LLC | 1,152 | $203.6K | 0.12% | +1,152 | New |
| Stephens Inc | 1,158 | $204.6K | 0.00% | −985−46.0% | Reduced |
| Manske Wealth Management | 1,160 | $205.0K | 0.05% | +1,160 | New |
| Apella Capital, LLC | 1,153 | $205.5K | 0.00% | +1,153 | New |
| Mission Wealth Management, LP | 1,165 | $205.9K | 0.00% | +1,165 | New |
| Brucke Financial, Inc. | 1,169 | $206.6K | 0.09% | +1,169 | New |
| Global Retirement Partners, LLC | 1,173 | $207.3K | 0.00% | +1,173 | New |
| SlateStone Wealth, LLC | 1,177 | $208.0K | 0.02% | +1,177 | New |
| Oarsman Capital, Inc. | 1,178 | $208.2K | 0.02% | +1,178 | New |
| Davenport & Co LLC | 1,191 | $210.4K | 0.00% | −17,877−93.8% | Reduced |
| Mawer Investment Management Ltd. | 1,195 | $211.2K | 0.00% | +1,195 | New |
| Signature Estate & Investment Advisors LLC | 1,200 | $212.0K | 0.00% | +1,200 | New |
| Kingswood Wealth Advisors, LLC | 1,206 | $213.1K | 0.01% | +1,206 | New |
| Applied Capital LLC | 1,215 | $214.7K | 0.14% | +1,215 | New |
| Moneta Group Investment Advisors LLC | 1,237 | $218.6K | 0.00% | +1,237 | New |
| Compass Wealth Management LLC | 1,240 | $219.1K | 0.04% | +1,240 | New |
| Warren Averett Asset Management, LLC | 1,243 | $219.6K | 0.00% | +1,243 | New |
| Concurrent Investment Advisors, LLC | 1,243 | $219.6K | 0.00% | −732−37.1% | Reduced |
| Gateway Wealth Partners, LLC | 1,243 | $219.7K | 0.01% | −2,017−61.9% | Reduced |
| StoneX Group Inc. | 1,340 | $224.6K | 0.01% | +1,340 | New |
| Wealthspire Advisors, LLC | 1,273 | $224.9K | 0.00% | +1,273 | New |
| Keudell/Morrison Wealth Management | 1,283 | $226.7K | 0.04% | −1,070−45.5% | Reduced |
| Coldstream Capital Management Inc | 1,290 | $228.0K | 0.00% | −211−14.1% | Reduced |
| Yousif Capital Management, LLC | 1,299 | $229.5K | 0.00% | −4,752−78.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,300 | $229.7K | 0.00% | +3+0.2% | Added |
| Manchester Capital Management LLC | 1,305 | $230.6K | 0.03% | −82−5.9% | Reduced |
| Braun-Bostich & Associates Inc. | 1,308 | $231.1K | 0.13% | +1,308 | New |
| One Degree Advisors Inc | 1,307 | $232.0K | 0.05% | +1,307 | New |
| LOM Asset Management Ltd | 930 | $233.1K | 0.06% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,320 | $233.2K | 0.00% | +263+24.9% | Added |
| Canoe Financial LP | 1,336 | $235.9K | 0.00% | −106−7.4% | Reduced |
| RSM US Wealth Management LLC | 1,342 | $237.1K | 0.00% | −238−15.1% | Reduced |
| Goldstein Advisors, LLC | 1,348 | $238.2K | 0.02% | +1,348 | New |
| Riversedge Advisors, LLC | 1,361 | $240.5K | 0.03% | +1,361 | New |
| FORM Wealth Advisors, LLC | 1,362 | $240.6K | 0.03% | −165−10.8% | Reduced |
| LVW Advisors, LLC | 1,367 | $241.5K | 0.02% | +1,367 | New |
| Arkadios Wealth Advisors | 1,373 | $242.6K | 0.00% | −402−22.6% | Reduced |
| Citizens Financial Group Inc | 1,375 | $243.0K | 0.00% | +1,375 | New |
| Bahl & Gaynor Inc | 1,385 | $244.7K | 0.00% | +1,385 | New |
| Medallion Wealth Advisors, LLC | 1,388 | $245.3K | 0.08% | −1,166−45.7% | Reduced |
| Webster Bank, N. A. | 1,400 | $247.4K | 0.02% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 1,400 | $247.4K | 0.33% | +1,400 | New |
| Argent Trust Co | 1,417 | $250.4K | 0.01% | −595−29.6% | Reduced |
| Continuum Wealth Advisors, LLC | 1,424 | $251.6K | 0.08% | +1,424 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,426 | $252.0K | 0.00% | +1,426 | New |
| Mutual Advisors, LLC | 1,448 | $255.9K | 0.00% | +1,448 | New |
| Greenleaf Trust | 1,471 | $259.9K | 0.00% | +1,471 | New |
| KPP Advisory Services LLC | 1,476 | $260.8K | 0.03% | +1,476 | New |
| Caldwell Trust Co | 1,500 | $265.1K | 0.02% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 1,520 | $268.6K | 0.00% | +1,520 | New |
| Greykasell Wealth Strategies, Inc. | 1,521 | $268.8K | 0.10% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 1,528 | $270.0K | 0.16% | +5+0.3% | Added |
| Beto Financial Group, LLC | 1,518 | $270.2K | 0.14% | +4+0.3% | Added |
| 55 North Private Wealth, LLC | 1,531 | $270.6K | 0.05% | +1,531 | New |
| Measured Wealth Private Client Group, LLC | 1,556 | $274.9K | 0.07% | −252−13.9% | Reduced |
| GWM Advisors LLC | 1,564 | $276.4K | 0.00% | −320−17.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,575 | $278.3K | 0.01% | −14,374−90.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,575 | $278.3K | 0.04% | +1,575 | New |
| Trust Investment Advisors | 1,598 | $282.3K | 0.13% | +9+0.6% | Added |
| PDT Partners, LLC | 1,600 | $282.7K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,605 | $283.6K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,606 | $283.8K | 0.05% | +1,606 | New |
| Altfest L J & Co Inc | 1,620 | $286.3K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,623 | $286.8K | 0.01% | +1,623 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,623 | $286.8K | 0.04% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,627 | $287.0K | 0.06% | +1,627 | New |
| Brookstone Capital Management | 1,672 | $295.4K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,690 | $298.6K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 1,691 | $298.7K | 0.00% | +197+13.2% | Added |
| Oslo Pensjonsforsikring AS | 1,700 | $300.4K | 0.03% | 00.0% | Unchanged |
| Aldebaran Capital, LLC | 1,700 | $300.4K | 0.23% | 00.0% | Unchanged |