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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 163,965 | $28.9M | 0.67% | +13,970+9.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 159,553 | $28.2M | 0.13% | −6,576−4.0% | Reduced |
| Triasima Portfolio Management inc. | 153,984 | $27.2M | 3.67% | +13,180+9.4% | Added |
| Generali Asset Management SPA SGR | 107,097 | $26.8M | 0.49% | +11,239+11.7% | Added |
| Nykredit A/S | 150,735 | $26.6M | 0.10% | +150,735 | New |
| Genus Capital Management Inc. | 146,609 | $25.9M | 2.55% | +34,161+30.4% | Added |
| Swiss Life Asset Management Ltd | 144,235 | $25.4M | 0.11% | +21,680+17.7% | Added |
| Varma Mutual Pension Insurance Co | 142,629 | $25.2M | 0.13% | −700−0.5% | Reduced |
| Millennium Management LLC | 136,542 | $24.1M | 0.02% | −105,440−43.6% | Reduced |
| Quadrature Capital Ltd | 136,000 | $24.0M | 0.21% | +124,900+1,125.2% | Added |
| Lazard Asset Management LLC | 128,515 | $22.7M | 0.03% | +125,432+4,068.5% | Added |
| Qube Research & Technologies Ltd | 127,638 | $22.6M | 0.03% | −85,792−40.2% | Reduced |
| SEB Asset Management AB | 124,839 | $22.1M | 0.08% | −49,311−28.3% | Reduced |
| Canerector Inc | 125,000 | $22.1M | 10.06% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 120,054 | $21.2M | 0.05% | −37,302−23.7% | Reduced |
| Polar Asset Management Partners Inc. | 449,680 | $20.4M | 0.37% | +449,680 | New |
| LPL Financial LLC | 114,689 | $20.3M | 0.00% | −174,860−60.4% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 114,582 | $20.2M | 0.17% | +11,400+11.0% | Added |
| DekaBank Deutsche Girozentrale | 144,747 | $19.5M | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 108,177 | $19.1M | 0.33% | +28,115+35.1% | Added |
| Pinnacle Financial Partners, Inc. | 106,906 | $18.9M | 0.13% | +1,308+1.2% | Added |
| Vontobel Holding Ltd. | 105,819 | $18.7M | 0.06% | −1,500−1.4% | Reduced |
| Wellington Management Group LLP | 104,112 | $18.4M | 0.00% | +11,967+13.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 101,991 | $18.0M | 3.70% | +1,318+1.3% | Added |
| USS Investment Management Ltd | 96,884 | $17.1M | 0.07% | −13,391−12.1% | Reduced |
| American Assets Investment Management, LLC | 96,000 | $17.0M | 1.03% | 00.0% | Unchanged |
| Raymond James Financial Inc | 90,897 | $16.1M | 0.00% | −233,330−72.0% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 63,670 | $16.0M | 0.91% | +29,404+85.8% | Added |
| Claret Asset Management Corp | 88,680 | $15.7M | 1.69% | +166+0.2% | Added |
| Quantinno Capital Management LP | 86,196 | $15.2M | 0.02% | +20,597+31.4% | Added |
| Creative Planning | 82,828 | $14.6M | 0.01% | +4,475+5.7% | Added |
| Brown Advisory Inc | 81,418 | $14.4M | 0.02% | +79,047+3,333.9% | Added |
| OpenArc Corporate Advisory, LLC | 80,186 | $14.2M | 0.17% | −35,904−30.9% | Reduced |
| Natixis Advisors, L.P. | 78,109 | $13.8M | 0.02% | +1,074+1.4% | Added |
| Credit Agricole S A | 74,034 | $13.1M | 0.03% | +28,658+63.2% | Added |
| Andra AP-fonden | 52,000 | $13.0M | 0.15% | +22,600+76.9% | Added |
| Avanza Fonder AB | 51,462 | $12.9M | 0.28% | +4,920+10.6% | Added |
| Utah Retirement Systems | 70,520 | $12.5M | 0.12% | −7,086−9.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 67,472 | $11.9M | 0.06% | +10,368+18.2% | Added |
| Envestnet Asset Management Inc | 67,031 | $11.8M | 0.00% | −203,437−75.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 64,496 | $11.4M | 0.36% | +2,100+3.4% | Added |
| Man Group plc | 62,678 | $11.1M | 0.02% | +21,081+50.7% | Added |
| Alliancebernstein L.P. | 81,746 | $11.1M | 0.00% | +2,215+2.8% | Added |
| Jupiter Topco LLC | 61,227 | $10.8M | 0.00% | +61,227 | New |
| Barometer Capital Management Inc. | 42,500 | $10.6M | 2.94% | −2,000−4.5% | Reduced |
| Public Employees Retirement System of Ohio | 59,739 | $10.6M | 0.03% | +7,145+13.6% | Added |
| M&T Bank Corp | 58,015 | $10.3M | 0.03% | −69−0.1% | Reduced |
| Wells Fargo & Company | 58,018 | $10.2M | 0.00% | −232,277−80.0% | Reduced |
| AustralianSuper Pty Ltd | 56,745 | $10.0M | 0.04% | +56,745 | New |
| Harvest Portfolios Group Inc. | 55,038 | $9.73M | 0.14% | −1,339−2.4% | Reduced |
| Gulf International Bank (UK) Ltd | 53,746 | $9.49M | 0.19% | −877−1.6% | Reduced |
| Mariner, LLC | 53,126 | $9.39M | 0.01% | −1,492−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 52,280 | $9.24M | 0.04% | −598−1.1% | Reduced |
| Jane Street Group, LLC | 51,069 | $9.02M | 0.01% | +7,423+17.0% | Added |
| Stifel Financial Corp | 49,980 | $8.83M | 0.01% | −49,336−49.7% | Reduced |
| Romano Brothers and Company | 49,163 | $8.69M | 0.87% | −400−0.8% | Reduced |
| SIG North Trading, ULC | 48,961 | $8.65M | 1.58% | +48,961 | New |
| Federated Hermes, Inc. | 48,739 | $8.61M | 0.01% | −555,813−91.9% | Reduced |
| Ameriprise Financial Inc | 41,854 | $8.32M | 0.00% | −8,938−17.6% | Reduced |
| Thrivent Financial for Lutherans | 47,028 | $8.31M | 0.01% | −725−1.5% | Reduced |
| JCIC Asset Management Inc. | 61,364 | $8.29M | 2.54% | 00.0% | Unchanged |
| PCJ Investment Counsel Ltd. | 46,780 | $8.25M | 2.37% | +3,480+8.0% | Added |
| K.J. Harrison & Partners Inc | 46,708 | $8.24M | 1.17% | −1,250−2.6% | Reduced |
| NBT Bank N A | 46,083 | $8.14M | 0.54% | +140.0% | Added |
| Capital Fund Management S.A. | 45,113 | $7.97M | 0.06% | −9,057−16.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 44,397 | $7.95M | 0.01% | +3,962+9.8% | Added |
| Baird Financial Group, Inc. | 43,080 | $7.61M | 0.01% | +1,899+4.6% | Added |
| J. Safra Sarasin Holding AG | 42,938 | $7.51M | 0.11% | +41,164+2,320.4% | Added |
| Van Eck Associates Corp | 42,505 | $7.51M | 0.00% | −785,678−94.9% | Reduced |
| Rathbone Brothers plc | 41,636 | $7.36M | 0.03% | −518−1.2% | Reduced |
| Dana Investment Advisors, Inc. | 39,034 | $6.90M | 0.18% | −1,850−4.5% | Reduced |
| Northwest Bancshares, Inc. | 39,021 | $6.90M | 1.24% | −2,687−6.4% | Reduced |
| Cumberland Partners Ltd | 38,479 | $6.79M | 0.44% | +3,584+10.3% | Added |
| Advisory Services Network, LLC | 36,982 | $6.53M | 0.07% | −647−1.7% | Reduced |
| Citadel Advisors LLC | 35,484 | $6.27M | 0.00% | −35,681−50.1% | Reduced |
| Commonwealth Equity Services, LLC | 35,123 | $6.21M | 0.01% | −622−1.7% | Reduced |
| Manning & Napier Advisors LLC | 34,938 | $6.17M | 0.08% | +34,938 | New |
| Fideuram Asset Management (Ireland) dac | 25,229 | $6.07M | 0.12% | +25,229 | New |
| Cetera Investment Advisers | 33,551 | $5.93M | 0.01% | −15,117−31.1% | Reduced |
| Allianz Asset Management GmbH | 32,577 | $5.76M | 0.01% | −13,290−29.0% | Reduced |
| Pinnacle Associates Ltd | 32,000 | $5.65M | 0.06% | −1,600−4.8% | Reduced |
| St Germain D J Co Inc | 29,917 | $5.29M | 0.19% | −1,371−4.4% | Reduced |
| Jones Financial Companies LLLP | 29,045 | $5.09M | 0.00% | +8,798+43.5% | Added |
| Vertex Planning Partners, LLC | 27,959 | $4.94M | 0.73% | −4,000−12.5% | Reduced |
| Ethic Inc. | 27,281 | $4.82M | 0.06% | +27,281 | New |
| Ensign Peak Advisors, Inc | 26,929 | $4.76M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 26,886 | $4.75M | 0.00% | +1,824+7.3% | Added |
| Royal London Asset Management Ltd | 26,537 | $4.69M | 0.01% | −4,788−15.3% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 26,524 | $4.69M | 2.45% | −57−0.2% | Reduced |
| UniSuper Management Pty Ltd | 18,534 | $4.65M | 0.02% | +4,634+33.3% | Added |
| Plato Investment Management Ltd | 26,449 | $4.65M | 0.27% | +12,144+84.9% | Added |
| Susquehanna International Group, LLP | 26,266 | $4.64M | 0.00% | +26,266 | New |
| Capital World Investors | 26,072 | $4.61M | 0.00% | +26,072 | New |
| JustInvest LLC | 25,214 | $4.46M | 0.04% | +3,091+14.0% | Added |
| US Bancorp | 25,191 | $4.45M | 0.00% | +348+1.4% | Added |
| Quantbot Technologies LP | 24,489 | $4.33M | 0.17% | +24,489 | New |
| Carnegie Capital Asset Management, LLC | 24,280 | $4.29M | 0.09% | +309+1.3% | Added |
| HRT Financial LP | 23,415 | $4.14M | 0.01% | +18,105+341.0% | Added |
| Gold Investment Management Ltd. | 23,260 | $4.11M | 1.12% | +172+0.7% | Added |
| Osmosis Investment Management UK Ltd | 22,907 | $4.05M | 0.19% | −20,449−47.2% | Reduced |