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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, 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
Ballast Advisors LLC0$00.00%−653−100.0%Sold out
Strategic Investment Solutions, Inc.0$00.00%−400−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−300−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−252−100.0%Sold out
WFA of San Diego, LLC0$00.00%−250−100.0%Sold out
BNP Paribas0$00.00%−190−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−90−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−87−100.0%Sold out
Richard W. Paul & Associates, LLC0$00.00%−80−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−54−100.0%Sold out
Kingdom Financial Group LLC.0$00.00%−54−100.0%Sold out
Retiremitten Financial LLC0$00.00%−50−100.0%Sold out
Maseco LLP0$00.00%−36−100.0%Sold out
Root Financial Partners, LLC0$00.00%−29−100.0%Sold out
Evolution Wealth Management Inc.0$00.00%−18−100.0%Sold out
Optiver Holding B.V.0$00.00%−15−100.0%Sold out
Westfuller Advisors, LLC0$00.00%−14−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−11−100.0%Sold out
Colonial Trust Co0$00.00%−7−100.0%Sold out
Quest 10 Wealth Builders, Inc.0$00.00%−4−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%−3−100.0%Sold out
Janus Henderson Group PLC––––Not filed
Journey Strategic Wealth LLC––––Not filed
CWM, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
First Affirmative Financial Network––––Not filed
Evelyn Partners Investment Management LLP––––Not filed
Evelyn Partners Investment Management Services Ltd––––Not filed
Sunbelt Securities, Inc.––––Not filed
McIlrath & Eck, LLC––––Not filed