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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 22,781 | $4.03M | 0.11% | +25+0.1% | Added |
| Advisor Group Holdings, Inc. | 22,646 | $4.01M | 0.00% | +1,751+8.4% | Added |
| ASR Vermogensbeheer N.V. | 22,522 | $3.98M | 0.04% | +309+1.4% | Added |
| HighTower Advisors, LLC | 22,179 | $3.92M | 0.00% | +58+0.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 22,055 | $3.90M | 0.05% | +2,452+12.5% | Added |
| Assenagon Asset Management S.A. | 21,816 | $3.85M | 0.01% | −36−0.2% | Reduced |
| Burkett Asset Management Ltd | 21,430 | $3.78M | 3.53% | −3,103−12.6% | Reduced |
| Laird Norton Trust Company, LLC | 21,292 | $3.76M | 0.07% | +1,946+10.1% | Added |
| Cerity Partners LLC | 20,532 | $3.63M | 0.00% | +456+2.3% | Added |
| CI Private Wealth, LLC | 20,093 | $3.55M | 0.00% | +3,224+19.1% | Added |
| Kestra Advisory Services, LLC | 19,637 | $3.47M | 0.01% | +75+0.4% | Added |
| Ritholtz Wealth Management | 19,427 | $3.43M | 0.05% | +1,332+7.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19,189 | $3.39M | 0.00% | +4,473+30.4% | Added |
| Worldquant Millennium Advisors LLC | 18,941 | $3.34M | 0.01% | +8,246+77.1% | Added |
| NorthRock Partners, LLC | 18,316 | $3.24M | 0.05% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 17,444 | $3.08M | 1.10% | −162−0.9% | Reduced |
| Naples Global Advisors, LLC | 17,310 | $3.06M | 0.19% | −50−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 17,209 | $3.04M | 0.00% | +1,168+7.3% | Added |
| The PNC Financial Services Group, Inc. | 15,749 | $2.78M | 0.00% | −7,857−33.3% | Reduced |
| Entropy Technologies, LP | 15,576 | $2.75M | 0.11% | +15,576 | New |
| BNP Paribas Arbitrage, SA | 15,464 | $2.73M | 0.00% | −54,806−78.0% | Reduced |
| Union Bancaire Privee, UBP SA | 15,101 | $2.64M | 0.04% | +114+0.8% | Added |
| Mediolanum International Funds Ltd | 14,595 | $2.57M | 0.02% | +7,418+103.4% | Added |
| Colony Group, LLC | 14,446 | $2.55M | 0.00% | +933+6.9% | Added |
| First Bank & Trust | 14,338 | $2.53M | 0.37% | −2,957−17.1% | Reduced |
| Truist Financial Corp | 14,067 | $2.49M | 0.00% | −36,574−72.2% | Reduced |
| Brinker Capital Investments, LLC | 13,824 | $2.44M | 0.02% | −896−6.1% | Reduced |
| Harbour Investments, Inc. | 13,329 | $2.36M | 0.03% | +230+1.8% | Added |
| Pathstone Holdings, LLC | 13,066 | $2.31M | 0.01% | +138+1.1% | Added |
| Curbstone Financial Management Corp | 12,984 | $2.29M | 0.39% | −650−4.8% | Reduced |
| Signaturefd, LLC | 12,930 | $2.28M | 0.03% | +1,577+13.9% | Added |
| Tower Research Capital LLC (TRC) | 12,921 | $2.28M | 0.06% | +8,796+213.2% | Added |
| HB Wealth Management, LLC | 12,873 | $2.27M | 0.01% | +3,389+35.7% | Added |
| Keybank National Association | 12,830 | $2.27M | 0.01% | +1,075+9.1% | Added |
| Cigna Investments Inc | 12,663 | $2.24M | 0.29% | +134+1.1% | Added |
| Natixis | 12,497 | $2.21M | 0.01% | −13,227−51.4% | Reduced |
| Texas Yale Capital Corp. | 12,213 | $2.16M | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 11,824 | $2.09M | 0.03% | −2,066−14.9% | Reduced |
| State Street Corp | 11,465 | $2.03M | 0.00% | 00.0% | Unchanged |
| Turn8 Private Wealth Inc. | 11,300 | $1.99M | 1.33% | +85+0.8% | Added |
| Probity Advisors, Inc. | 11,095 | $1.96M | 0.28% | −358−3.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 10,791 | $1.91M | 0.19% | +333+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,732 | $1.90M | 0.00% | +35+0.3% | Added |
| Atomi Financial Group, Inc. | 10,317 | $1.82M | 0.05% | +657+6.8% | Added |
| Advisors Asset Management, Inc. | 9,864 | $1.74M | 0.03% | +1,233+14.3% | Added |
| Smithfield Trust Co | 9,766 | $1.73M | 0.07% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 9,393 | $1.66M | 0.08% | +43+0.5% | Added |
| First American Bank | 9,297 | $1.64M | 0.09% | −63−0.7% | Reduced |
| Independent Advisor Alliance | 9,265 | $1.64M | 0.04% | −405−4.2% | Reduced |
| Ausdal Financial Partners, Inc. | 8,842 | $1.56M | 0.06% | +536+6.5% | Added |
| Resources Management Corp | 8,770 | $1.55M | 0.20% | 00.0% | Unchanged |
| Associated Banc-Corp | 8,715 | $1.54M | 0.04% | −23−0.3% | Reduced |
| Janney Montgomery Scott LLC | 8,644 | $1.53M | 0.00% | −8,218−48.7% | Reduced |
| Ieq Capital, LLC | 8,624 | $1.52M | 0.01% | +607+7.6% | Added |
| Abacus Wealth Partners, LLC | 8,621 | $1.52M | 0.16% | −581−6.3% | Reduced |
| Tacita Capital Inc | 8,605 | $1.52M | 0.82% | −32−0.4% | Reduced |
| Metis Global Partners, LLC | 8,568 | $1.51M | 0.03% | −10,729−55.6% | Reduced |
| Louisbourg Investments Inc. | 8,422 | $1.49M | 0.27% | +22+0.3% | Added |
| Morningstar Investment Management LLC | 10,675 | $1.45M | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,117 | $1.43M | 0.00% | −11,783−59.2% | Reduced |
| North Star Asset Management Inc | 8,099 | $1.43M | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 8,098 | $1.43M | 0.06% | +226+2.9% | Added |
| Callan Family Office, LLC | 7,810 | $1.38M | 0.03% | +20.0% | Added |
| State of Wyoming | 7,660 | $1.35M | 0.14% | −980−11.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,549 | $1.33M | 0.01% | +7,549 | New |
| Jefferies Financial Group Inc. | 7,492 | $1.32M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 7,448 | $1.32M | 0.01% | −1,883−20.2% | Reduced |
| Blair William & Co | 7,414 | $1.31M | 0.00% | −2,283−23.5% | Reduced |
| Savant Capital, LLC | 7,333 | $1.30M | 0.00% | +452+6.6% | Added |
| Mercer Global Advisors Inc | 7,238 | $1.28M | 0.00% | +453+6.7% | Added |
| Glenmede Trust Co NA | 7,061 | $1.25M | 0.01% | +251+3.7% | Added |
| Mairs & Power Inc | 6,746 | $1.19M | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6,702 | $1.18M | 0.07% | +22+0.3% | Added |
| Ti-Trust, Inc | 6,692 | $1.18M | 0.64% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,648 | $1.17M | 0.01% | +201+3.1% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 6,625 | $1.17M | 0.61% | −205−3.0% | Reduced |
| Viewpoint Investment Partners Corp | 6,534 | $1.15M | 0.40% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,436 | $1.14M | 0.01% | +52+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 6,301 | $1.11M | 0.01% | +1,167+22.7% | Added |
| Parrish Capital LLC | 6,121 | $1.08M | 1.04% | −816−11.8% | Reduced |
| CAPROCK Group, Inc. | 6,088 | $1.08M | 0.02% | −61−1.0% | Reduced |
| Captrust Financial Advisors | 5,962 | $1.05M | 0.00% | −1,613−21.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,907 | $1.04M | 0.05% | −445−7.0% | Reduced |
| Harbour Trust & Investment Management Co | 5,855 | $1.03M | 0.10% | −80−1.3% | Reduced |
| MAI Capital Management | 5,715 | $1.01M | 0.00% | +1,155+25.3% | Added |
| Farther Finance Advisors, LLC | 5,712 | $1.01M | 0.01% | +701+14.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 5,671 | $1.00M | 0.00% | −156−2.7% | Reduced |
| Busey Wealth Management | 5,600 | $989.5K | 0.02% | −249−4.3% | Reduced |
| Great Valley Advisor Group, Inc. | 5,469 | $966.3K | 0.02% | −115−2.1% | Reduced |
| Sand Hill Global Advisors, LLC | 5,411 | $956.1K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,366 | $945.0K | 0.03% | −35−0.6% | Reduced |
| Brevan Howard Capital Management LP | 5,265 | $930.3K | 0.01% | +5,265 | New |
| Quilter Plc | 3,710 | $930.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 5,188 | $915.0K | 0.00% | +137+2.7% | Added |
| Fountainhead AM, LLC | 5,163 | $912.3K | 0.68% | −1,979−27.7% | Reduced |
| Qtron Investments LLC | 5,062 | $894.4K | 0.12% | +708+16.3% | Added |
| Tradition Wealth Management, LLC | 5,031 | $889.0K | 0.05% | −455−8.3% | Reduced |
| Vaughan & Co Securities, Inc. | 4,990 | $881.7K | 0.41% | −258−4.9% | Reduced |
| Westwood Holdings Group Inc. | 4,987 | $881.2K | 0.01% | +2,651+113.5% | Added |
| Baskin Financial Services Inc. | 4,967 | $877.0K | 0.07% | 00.0% | Unchanged |