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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 3,097 | $547.2K | 0.03% | −44−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 3,145 | $555.7K | 0.02% | −1,141−26.6% | Reduced |
| Prospera Financial Services Inc | 3,168 | $559.8K | 0.01% | −270−7.9% | Reduced |
| Apollon Wealth Management, LLC | 3,172 | $560.5K | 0.01% | +940+42.1% | Added |
| Kathmere Capital Management, LLC | 3,201 | $565.6K | 0.03% | +847+36.0% | Added |
| Rockland Trust Co | 3,243 | $573.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 3,310 | $584.9K | 0.00% | −8,459−71.9% | Reduced |
| United Capital Financial Advisers, LLC | 3,325 | $587.5K | 0.00% | +326+10.9% | Added |
| Group One Trading, L.P. | 3,371 | $595.7K | 0.02% | +3,371 | New |
| Pensionmark Financial Group, LLC | 4,408 | $597.1K | 0.01% | −175−3.8% | Reduced |
| Old National Bancorp | 3,380 | $597.2K | 0.01% | +1,427+73.1% | Added |
| Integrated Wealth Concepts LLC | 3,408 | $602.2K | 0.00% | −505−12.9% | Reduced |
| David R. Rahn & Associates Inc. | 3,425 | $605.2K | 0.14% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,447 | $609.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,448 | $609.3K | 0.02% | +845+32.5% | Added |
| Puzo Michael J | 3,500 | $618.5K | 0.16% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,590 | $634.4K | 0.07% | +32+0.9% | Added |
| Nwam LLC | 3,670 | $648.5K | 0.03% | +2+0.1% | Added |
| Commerce Bank | 3,698 | $653.4K | 0.00% | +242+7.0% | Added |
| Cary Street Partners Financial LLC | 3,700 | $653.8K | 0.01% | 00.0% | Unchanged |
| Drake & Associates, LLC | 3,716 | $656.6K | 0.11% | +3,716 | New |
| Vident Advisory, LLC | 3,741 | $661.0K | 0.00% | +198+5.6% | Added |
| Legacy Financial Advisors, Inc. | 3,772 | $666.5K | 0.08% | −212−5.3% | Reduced |
| KLCM Advisors, Inc. | 3,779 | $667.7K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,814 | $674.0K | 0.01% | +902+31.0% | Added |
| Annex Advisory Services, LLC | 3,836 | $677.8K | 0.01% | −89−2.3% | Reduced |
| Crescent Grove Advisors, LLC | 3,839 | $678.4K | 0.06% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,875 | $684.6K | 0.13% | −145−3.6% | Reduced |
| Oppenheimer & Co Inc | 3,890 | $687.4K | 0.01% | −266−6.4% | Reduced |
| Camden Capital, LLC | 3,936 | $695.5K | 0.03% | −216−5.2% | Reduced |
| Watershed Private Wealth LLC | 4,000 | $706.8K | 0.20% | 00.0% | Unchanged |
| PCM Encore, LLC | 4,136 | $730.8K | 0.13% | +96+2.4% | Added |
| Avant Financial Advisors LLC | 4,160 | $735.1K | 0.46% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,167 | $736.2K | 0.01% | +567+15.8% | Added |
| Evergreen Capital Management LLC | 4,190 | $740.4K | 0.01% | −147−3.4% | Reduced |
| Pacifica Partners Inc. | 4,275 | $743.1K | 0.22% | −730−14.6% | Reduced |
| IFG Advisory, LLC | 4,217 | $745.2K | 0.03% | +3,767+837.1% | Added |
| Ferguson Wellman Capital Management, Inc | 4,238 | $748.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,241 | $749.4K | 0.07% | +78+1.9% | Added |
| PDS Planning, Inc | 4,284 | $757.0K | 0.04% | +33+0.8% | Added |
| Biltmore Family Office, LLC | 4,360 | $770.4K | 0.10% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 4,400 | $777.4K | 0.05% | +4,400 | New |
| Boltwood Capital Management | 4,400 | $777.5K | 0.18% | +25+0.6% | Added |
| Patrick M Sweeney & Associates, Inc | 4,453 | $786.8K | 0.45% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,512 | $797.2K | 0.01% | +122+2.8% | Added |
| Ellenbecker Investment Group | 4,548 | $803.8K | 0.09% | +43+1.0% | Added |
| Midwest Trust Co | 4,607 | $814.1K | 0.01% | −25−0.5% | Reduced |
| Landaas & Co | 4,639 | $819.6K | 0.15% | +2,721+141.9% | Added |
| Sivia Capital Partners, LLC | 4,672 | $825.5K | 0.10% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 4,762 | $841.4K | 0.02% | +132+2.9% | Added |
| Prudential Financial Inc | 4,770 | $842.9K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,790 | $846.4K | 0.00% | −6,087−56.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,810 | $849.9K | 0.18% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,838 | $854.7K | 0.12% | −103−2.1% | Reduced |
| RMB Capital Management, LLC | 4,841 | $855.4K | 0.01% | +115+2.4% | Added |
| Benjamin Edwards Inc | 4,868 | $860.1K | 0.01% | −3,741−43.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,958 | $876.1K | 0.19% | −44−0.9% | Reduced |
| Baskin Financial Services Inc. | 4,967 | $877.0K | 0.07% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 4,987 | $881.2K | 0.01% | +2,651+113.5% | Added |
| Vaughan & Co Securities, Inc. | 4,990 | $881.7K | 0.41% | −258−4.9% | Reduced |
| Tradition Wealth Management, LLC | 5,031 | $889.0K | 0.05% | −455−8.3% | Reduced |
| Qtron Investments LLC | 5,062 | $894.4K | 0.12% | +708+16.3% | Added |
| Fountainhead AM, LLC | 5,163 | $912.3K | 0.68% | −1,979−27.7% | Reduced |
| HSBC Holdings PLC | 5,188 | $915.0K | 0.00% | +137+2.7% | Added |
| Quilter Plc | 3,710 | $930.0K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,265 | $930.3K | 0.01% | +5,265 | New |
| Nicolet Bankshares Inc | 5,366 | $945.0K | 0.03% | −35−0.6% | Reduced |
| Sand Hill Global Advisors, LLC | 5,411 | $956.1K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,469 | $966.3K | 0.02% | −115−2.1% | Reduced |
| Busey Wealth Management | 5,600 | $989.5K | 0.02% | −249−4.3% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,671 | $1.00M | 0.00% | −156−2.7% | Reduced |
| Farther Finance Advisors, LLC | 5,712 | $1.01M | 0.01% | +701+14.0% | Added |
| MAI Capital Management | 5,715 | $1.01M | 0.00% | +1,155+25.3% | Added |
| Harbour Trust & Investment Management Co | 5,855 | $1.03M | 0.10% | −80−1.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,907 | $1.04M | 0.05% | −445−7.0% | Reduced |
| Captrust Financial Advisors | 5,962 | $1.05M | 0.00% | −1,613−21.3% | Reduced |
| CAPROCK Group, Inc. | 6,088 | $1.08M | 0.02% | −61−1.0% | Reduced |
| Parrish Capital LLC | 6,121 | $1.08M | 1.04% | −816−11.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,301 | $1.11M | 0.01% | +1,167+22.7% | Added |
| Sequoia Financial Advisors, LLC | 6,436 | $1.14M | 0.01% | +52+0.8% | Added |
| Viewpoint Investment Partners Corp | 6,534 | $1.15M | 0.40% | 00.0% | Unchanged |
| Dickmeyer Boyce Financial Management, Inc. | 6,625 | $1.17M | 0.61% | −205−3.0% | Reduced |
| Merit Financial Group, LLC | 6,648 | $1.17M | 0.01% | +201+3.1% | Added |
| Ti-Trust, Inc | 6,692 | $1.18M | 0.64% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6,702 | $1.18M | 0.07% | +22+0.3% | Added |
| Mairs & Power Inc | 6,746 | $1.19M | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,061 | $1.25M | 0.01% | +251+3.7% | Added |
| Mercer Global Advisors Inc | 7,238 | $1.28M | 0.00% | +453+6.7% | Added |
| Savant Capital, LLC | 7,333 | $1.30M | 0.00% | +452+6.6% | Added |
| Blair William & Co | 7,414 | $1.31M | 0.00% | −2,283−23.5% | Reduced |
| D.A. Davidson & Co. | 7,448 | $1.32M | 0.01% | −1,883−20.2% | Reduced |
| Jefferies Financial Group Inc. | 7,492 | $1.32M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,549 | $1.33M | 0.01% | +7,549 | New |
| State of Wyoming | 7,660 | $1.35M | 0.14% | −980−11.3% | Reduced |
| Callan Family Office, LLC | 7,810 | $1.38M | 0.03% | +20.0% | Added |
| Syon Capital LLC | 8,098 | $1.43M | 0.06% | +226+2.9% | Added |
| North Star Asset Management Inc | 8,099 | $1.43M | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,117 | $1.43M | 0.00% | −11,783−59.2% | Reduced |
| Morningstar Investment Management LLC | 10,675 | $1.45M | 0.09% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 8,422 | $1.49M | 0.27% | +22+0.3% | Added |