Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 658 institutions
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 heldQ2 2026: $60.0B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Bank of Montreal; share changes are against Q1 2026.

Institutions holding BMO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
SkyOak Wealth, LLC1,700$300.4K0.05%00.0%Unchanged
Pinney & Scofield, Inc.1,700$300.4K0.15%00.0%Unchanged
RiverFront Investment Group, LLC1,700$300.4K0.00%+1,700New
Madison Asset Management, LLC1,702$300.7K0.00%00.0%Unchanged
Affinity Capital Advisors, LLC1,710$301.1K0.04%00.0%Unchanged
PFG Investments, LLC1,707$301.7K0.01%+97+6.0%Added
Venturi Wealth Management, LLC1,714$302.9K0.01%+1,714New
Krane Financial Solutions LLC1,738$307.1K0.19%00.0%Unchanged
Cromwell Holdings LLC1,739$307.3K0.14%00.0%Unchanged
AlphaCore Capital LLC1,763$311.5K0.01%+1,763New
Intrust Bank NA1,765$311.9K0.02%−1,722−49.4%Reduced
Fiduciary Financial Group, LLC1,767$312.2K0.04%−56−3.1%Reduced
Schmidt P J Investment Management Inc1,773$313.3K0.05%00.0%Unchanged
Buckhead Capital Management LLC1,784$315.2K0.11%00.0%Unchanged
Empirical Asset Management, LLC1,793$316.8K0.07%+1,793New
Arq Wealth Advisors, LLC1,775$317.8K0.04%00.0%Unchanged
Hexagon Capital Partners LLC1,815$320.7K0.05%−54−2.9%Reduced
Ballentine Partners, LLC1,819$321.4K0.00%−33−1.8%Reduced
UBS Asset Management Americas Inc1,828$323.0K0.00%00.0%Unchanged
MSH Capital Advisors LLC1,877$331.7K0.06%−75−3.8%Reduced
Park Avenue Securities LLC1,887$333.0K0.00%−2,269−54.6%Reduced
Greenwood Gearhart Inc1,912$337.9K0.02%+290+17.9%Added
ERn Financial, LLC1,971$348.3K0.06%+291+17.3%Added
Saxony Capital Management, LLC1,975$349.0K0.16%00.0%Unchanged
EP Wealth Advisors, LLC1,977$349.4K0.00%+1,977New
Bridges Investment Management Inc2,000$353.4K0.00%00.0%Unchanged
CIBC Bancorp USA Inc.2,017$356.4K0.00%+18+0.9%Added
Algert Global LLC2,022$356.9K0.00%−109−5.1%Reduced
Fifth Third Bancorp2,026$358.0K0.00%−710−26.0%Reduced
Frisch Financial Group, Inc.2,028$358.3K0.06%+2,028New
OneAscent Family Office, LLC2,029$358.5K0.18%+414+25.6%Added
Plancorp, LLC2,009$359.0K0.01%+13+0.7%Added
Donaldson Capital Management, LLC2,058$363.7K0.01%+2,058New
Riverpoint Wealth Management Holdings, LLC2,075$366.7K0.07%00.0%Unchanged
J.W. Cole Advisors, Inc.2,080$367.5K0.01%−148−6.6%Reduced
SNS Financial Group, LLC2,087$368.8K0.01%+39+1.9%Added
Hilltop Holdings Inc.2,088$368.9K0.03%−360−14.7%Reduced
Seeds Investor LLC2,102$371.5K0.04%+9+0.4%Added
Income Insurance Ltd2,132$376.7K0.22%00.0%Unchanged
Swiss Re Ltd2,149$379.7K0.03%+1,859+641.0%Added
Studio Investment Management LLC2,175$384.3K0.06%00.0%Unchanged
Fund Advisors of America Inc2,185$386.1K0.35%00.0%Unchanged
WoodTrust Financial Corp2,189$387.0K0.05%00.0%Unchanged
Nilsine Partners, LLC2,198$388.4K0.03%+15+0.7%Added
Sagespring Wealth Partners, LLC2,201$388.9K0.01%−224−9.2%Reduced
Atlas Capital Advisors LLC2,203$389.3K0.04%00.0%Unchanged
Pinebridge Investments LLC1,560$391.0K0.00%−2,938−65.3%Reduced
Valeo Financial Advisors, LLC2,223$392.8K0.01%+6+0.3%Added
Townsend & Associates, Inc2,225$396.1K0.03%00.0%Unchanged
SRS Capital Advisors, Inc.2,291$404.8K0.00%+1,851+420.7%Added
Park National Corp2,325$410.8K0.01%00.0%Unchanged
Patten & Patten Inc2,328$411.4K0.02%00.0%Unchanged
Aprio Wealth Management, LLC2,352$415.6K0.02%+198+9.2%Added
Geneos Wealth Management Inc.2,365$417.9K0.01%−360−13.2%Reduced
West Family Investments, Inc.2,388$422.0K0.12%+205+9.4%Added
Bridgewater Advisors Inc.2,359$424.0K0.02%+84+3.7%Added
SBI Securities Co., Ltd.2,400$424.1K0.01%−93−3.7%Reduced
Ossiam2,401$424.2K0.01%−3,157−56.8%Reduced
Savvy Advisors, Inc.2,402$424.5K0.01%+347+16.9%Added
Dixon Mitchell Investment Counsel Inc.2,409$425.6K0.01%−1,203−33.3%Reduced
Mesirow Financial Investment Management, Inc.2,411$426.0K0.01%+10.0%Added
Gill Capital Partners, LLC2,412$426.2K0.11%00.0%Unchanged
North Star Investment Management Corp.2,425$428.6K0.02%00.0%Unchanged
Larry Mathis Financial Planning, LLC2,449$432.7K0.33%+2,449New
Private Advisor Group, LLC2,459$434.6K0.00%−18,485−88.3%Reduced
Allworth Financial LP2,469$436.4K0.00%−25−1.0%Reduced
Cozad Asset Management Inc2,488$439.6K0.03%+35+1.4%Added
CVA Family Office, LLC2,512$443.9K0.04%00.0%Unchanged
Archetype Wealth Partners2,557$452.0K0.05%00.0%Unchanged
Evelyn Partners Group Ltd2,564$452.7K0.01%+2,564New
QRG Capital Management, Inc.2,584$456.6K0.00%+412+19.0%Added
GAM Holding AG2,600$459.4K0.04%+2,600New
Wellington-Altus USA Inc.3,056$460.9K0.33%00.0%Unchanged
Asahi Life Asset Management Co., Ltd.2,635$465.6K0.26%−558−17.5%Reduced
Smith, Moore & Co.2,636$465.8K0.03%00.0%Unchanged
Fielder Capital Group LLC2,640$466.6K0.10%00.0%Unchanged
Isthmus Partners, LLC2,671$472.0K0.05%−220−7.6%Reduced
Bogart Wealth, LLC2,673$472.3K0.02%+290+12.2%Added
49 Wealth Management, LLC2,675$472.7K0.09%+2,675New
Alongside, LLC2,675$472.7K0.09%+2,675New
NBC Securities, Inc.2,708$478.7K0.03%−267−9.0%Reduced
Terry L. Blaker2,716$479.9K0.02%00.0%Unchanged
Murphy & Mullick Capital Management Corp2,732$482.7K0.30%00.0%Unchanged
Diversified Trust Co2,784$491.9K0.01%−377−11.9%Reduced
First Business Financial Services, Inc.2,785$492.1K0.04%00.0%Unchanged
Evergreen Wealth Solutions, LLC2,678$493.2K0.03%+18+0.7%Added
Ameritas Advisory Services, LLC2,842$502.2K0.01%+1,063+59.8%Added
Pure Financial Advisors, Inc.2,870$507.2K0.01%+347+13.8%Added
Ascent Group, LLC2,890$510.7K0.02%+117+4.2%Added
Modern Wealth Management, LLC2,911$514.4K0.01%+481+19.8%Added
Five Oceans Advisors2,938$519.1K0.17%00.0%Unchanged
Fulton Bank, N.A.2,952$521.6K0.02%−4,347−59.6%Reduced
DRW Securities, LLC2,082$521.9K0.03%00.0%Unchanged
Buckingham Strategic Partners2,972$525.1K0.00%−492−14.2%Reduced
Code Waechter LLC3,025$534.5K0.28%−557−15.5%Reduced
Wedbush Securities Inc3,033$536.0K0.01%−28−0.9%Reduced
Summit Global Investments3,035$536.0K0.03%+3,035New
Magnus Financial Group LLC3,035$536.3K0.04%+740+32.2%Added
Chicago Partners Investment Group LLC3,043$537.5K0.01%+3,043New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors3,070$542.5K0.06%00.0%Unchanged