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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 8,568 | $1.51M | 0.03% | −10,729−55.6% | Reduced |
| Tacita Capital Inc | 8,605 | $1.52M | 0.82% | −32−0.4% | Reduced |
| Abacus Wealth Partners, LLC | 8,621 | $1.52M | 0.16% | −581−6.3% | Reduced |
| Ieq Capital, LLC | 8,624 | $1.52M | 0.01% | +607+7.6% | Added |
| Janney Montgomery Scott LLC | 8,644 | $1.53M | 0.00% | −8,218−48.7% | Reduced |
| Associated Banc-Corp | 8,715 | $1.54M | 0.04% | −23−0.3% | Reduced |
| Resources Management Corp | 8,770 | $1.55M | 0.20% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,842 | $1.56M | 0.06% | +536+6.5% | Added |
| Independent Advisor Alliance | 9,265 | $1.64M | 0.04% | −405−4.2% | Reduced |
| First American Bank | 9,297 | $1.64M | 0.09% | −63−0.7% | Reduced |
| Berger Financial Group, Inc | 9,393 | $1.66M | 0.08% | +43+0.5% | Added |
| Smithfield Trust Co | 9,766 | $1.73M | 0.07% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,864 | $1.74M | 0.03% | +1,233+14.3% | Added |
| Atomi Financial Group, Inc. | 10,317 | $1.82M | 0.05% | +657+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,732 | $1.90M | 0.00% | +35+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 10,791 | $1.91M | 0.19% | +333+3.2% | Added |
| Probity Advisors, Inc. | 11,095 | $1.96M | 0.28% | −358−3.1% | Reduced |
| Turn8 Private Wealth Inc. | 11,300 | $1.99M | 1.33% | +85+0.8% | Added |
| State Street Corp | 11,465 | $2.03M | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 11,824 | $2.09M | 0.03% | −2,066−14.9% | Reduced |
| Texas Yale Capital Corp. | 12,213 | $2.16M | 0.05% | 00.0% | Unchanged |
| Natixis | 12,497 | $2.21M | 0.01% | −13,227−51.4% | Reduced |
| Cigna Investments Inc | 12,663 | $2.24M | 0.29% | +134+1.1% | Added |
| Keybank National Association | 12,830 | $2.27M | 0.01% | +1,075+9.1% | Added |
| HB Wealth Management, LLC | 12,873 | $2.27M | 0.01% | +3,389+35.7% | Added |
| Tower Research Capital LLC (TRC) | 12,921 | $2.28M | 0.06% | +8,796+213.2% | Added |
| Signaturefd, LLC | 12,930 | $2.28M | 0.03% | +1,577+13.9% | Added |
| Curbstone Financial Management Corp | 12,984 | $2.29M | 0.39% | −650−4.8% | Reduced |
| Pathstone Holdings, LLC | 13,066 | $2.31M | 0.01% | +138+1.1% | Added |
| Harbour Investments, Inc. | 13,329 | $2.36M | 0.03% | +230+1.8% | Added |
| Brinker Capital Investments, LLC | 13,824 | $2.44M | 0.02% | −896−6.1% | Reduced |
| Truist Financial Corp | 14,067 | $2.49M | 0.00% | −36,574−72.2% | Reduced |
| First Bank & Trust | 14,338 | $2.53M | 0.37% | −2,957−17.1% | Reduced |
| Colony Group, LLC | 14,446 | $2.55M | 0.00% | +933+6.9% | Added |
| Mediolanum International Funds Ltd | 14,595 | $2.57M | 0.02% | +7,418+103.4% | Added |
| Union Bancaire Privee, UBP SA | 15,101 | $2.64M | 0.04% | +114+0.8% | Added |
| BNP Paribas Arbitrage, SA | 15,464 | $2.73M | 0.00% | −54,806−78.0% | Reduced |
| Entropy Technologies, LP | 15,576 | $2.75M | 0.11% | +15,576 | New |
| The PNC Financial Services Group, Inc. | 15,749 | $2.78M | 0.00% | −7,857−33.3% | Reduced |
| Rockefeller Capital Management L.P. | 17,209 | $3.04M | 0.00% | +1,168+7.3% | Added |
| Naples Global Advisors, LLC | 17,310 | $3.06M | 0.19% | −50−0.3% | Reduced |
| Silver Lake Advisory, LLC | 17,444 | $3.08M | 1.10% | −162−0.9% | Reduced |
| NorthRock Partners, LLC | 18,316 | $3.24M | 0.05% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 18,941 | $3.34M | 0.01% | +8,246+77.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19,189 | $3.39M | 0.00% | +4,473+30.4% | Added |
| Ritholtz Wealth Management | 19,427 | $3.43M | 0.05% | +1,332+7.4% | Added |
| Kestra Advisory Services, LLC | 19,637 | $3.47M | 0.01% | +75+0.4% | Added |
| CI Private Wealth, LLC | 20,093 | $3.55M | 0.00% | +3,224+19.1% | Added |
| Cerity Partners LLC | 20,532 | $3.63M | 0.00% | +456+2.3% | Added |
| Laird Norton Trust Company, LLC | 21,292 | $3.76M | 0.07% | +1,946+10.1% | Added |
| Burkett Asset Management Ltd | 21,430 | $3.78M | 3.53% | −3,103−12.6% | Reduced |
| Assenagon Asset Management S.A. | 21,816 | $3.85M | 0.01% | −36−0.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 22,055 | $3.90M | 0.05% | +2,452+12.5% | Added |
| HighTower Advisors, LLC | 22,179 | $3.92M | 0.00% | +58+0.3% | Added |
| ASR Vermogensbeheer N.V. | 22,522 | $3.98M | 0.04% | +309+1.4% | Added |
| Advisor Group Holdings, Inc. | 22,646 | $4.01M | 0.00% | +1,751+8.4% | Added |
| Quadrant Capital Group LLC | 22,781 | $4.03M | 0.11% | +25+0.1% | Added |
| Osmosis Investment Management UK Ltd | 22,907 | $4.05M | 0.19% | −20,449−47.2% | Reduced |
| Gold Investment Management Ltd. | 23,260 | $4.11M | 1.12% | +172+0.7% | Added |
| HRT Financial LP | 23,415 | $4.14M | 0.01% | +18,105+341.0% | Added |
| Carnegie Capital Asset Management, LLC | 24,280 | $4.29M | 0.09% | +309+1.3% | Added |
| Quantbot Technologies LP | 24,489 | $4.33M | 0.17% | +24,489 | New |
| US Bancorp | 25,191 | $4.45M | 0.00% | +348+1.4% | Added |
| JustInvest LLC | 25,214 | $4.46M | 0.04% | +3,091+14.0% | Added |
| Capital World Investors | 26,072 | $4.61M | 0.00% | +26,072 | New |
| Susquehanna International Group, LLP | 26,266 | $4.64M | 0.00% | +26,266 | New |
| Plato Investment Management Ltd | 26,449 | $4.65M | 0.27% | +12,144+84.9% | Added |
| UniSuper Management Pty Ltd | 18,534 | $4.65M | 0.02% | +4,634+33.3% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 26,524 | $4.69M | 2.45% | −57−0.2% | Reduced |
| Royal London Asset Management Ltd | 26,537 | $4.69M | 0.01% | −4,788−15.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,886 | $4.75M | 0.00% | +1,824+7.3% | Added |
| Ensign Peak Advisors, Inc | 26,929 | $4.76M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 27,281 | $4.82M | 0.06% | +27,281 | New |
| Vertex Planning Partners, LLC | 27,959 | $4.94M | 0.73% | −4,000−12.5% | Reduced |
| Jones Financial Companies LLLP | 29,045 | $5.09M | 0.00% | +8,798+43.5% | Added |
| St Germain D J Co Inc | 29,917 | $5.29M | 0.19% | −1,371−4.4% | Reduced |
| Pinnacle Associates Ltd | 32,000 | $5.65M | 0.06% | −1,600−4.8% | Reduced |
| Allianz Asset Management GmbH | 32,577 | $5.76M | 0.01% | −13,290−29.0% | Reduced |
| Cetera Investment Advisers | 33,551 | $5.93M | 0.01% | −15,117−31.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 25,229 | $6.07M | 0.12% | +25,229 | New |
| Manning & Napier Advisors LLC | 34,938 | $6.17M | 0.08% | +34,938 | New |
| Commonwealth Equity Services, LLC | 35,123 | $6.21M | 0.01% | −622−1.7% | Reduced |
| Citadel Advisors LLC | 35,484 | $6.27M | 0.00% | −35,681−50.1% | Reduced |
| Advisory Services Network, LLC | 36,982 | $6.53M | 0.07% | −647−1.7% | Reduced |
| Cumberland Partners Ltd | 38,479 | $6.79M | 0.44% | +3,584+10.3% | Added |
| Northwest Bancshares, Inc. | 39,021 | $6.90M | 1.24% | −2,687−6.4% | Reduced |
| Dana Investment Advisors, Inc. | 39,034 | $6.90M | 0.18% | −1,850−4.5% | Reduced |
| Rathbone Brothers plc | 41,636 | $7.36M | 0.03% | −518−1.2% | Reduced |
| Van Eck Associates Corp | 42,505 | $7.51M | 0.00% | −785,678−94.9% | Reduced |
| J. Safra Sarasin Holding AG | 42,938 | $7.51M | 0.11% | +41,164+2,320.4% | Added |
| Baird Financial Group, Inc. | 43,080 | $7.61M | 0.01% | +1,899+4.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,397 | $7.95M | 0.01% | +3,962+9.8% | Added |
| Capital Fund Management S.A. | 45,113 | $7.97M | 0.06% | −9,057−16.7% | Reduced |
| NBT Bank N A | 46,083 | $8.14M | 0.54% | +140.0% | Added |
| K.J. Harrison & Partners Inc | 46,708 | $8.24M | 1.17% | −1,250−2.6% | Reduced |
| PCJ Investment Counsel Ltd. | 46,780 | $8.25M | 2.37% | +3,480+8.0% | Added |
| JCIC Asset Management Inc. | 61,364 | $8.29M | 2.54% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 47,028 | $8.31M | 0.01% | −725−1.5% | Reduced |
| Ameriprise Financial Inc | 41,854 | $8.32M | 0.00% | −8,938−17.6% | Reduced |
| Federated Hermes, Inc. | 48,739 | $8.61M | 0.01% | −555,813−91.9% | Reduced |