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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 4,958 | $876.1K | 0.19% | −44−0.9% | Reduced |
| Benjamin Edwards Inc | 4,868 | $860.1K | 0.01% | −3,741−43.5% | Reduced |
| RMB Capital Management, LLC | 4,841 | $855.4K | 0.01% | +115+2.4% | Added |
| Ignite Planners, LLC | 4,838 | $854.7K | 0.12% | −103−2.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,810 | $849.9K | 0.18% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,790 | $846.4K | 0.00% | −6,087−56.0% | Reduced |
| Prudential Financial Inc | 4,770 | $842.9K | 0.00% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 4,762 | $841.4K | 0.02% | +132+2.9% | Added |
| Sivia Capital Partners, LLC | 4,672 | $825.5K | 0.10% | 00.0% | Unchanged |
| Landaas & Co | 4,639 | $819.6K | 0.15% | +2,721+141.9% | Added |
| Midwest Trust Co | 4,607 | $814.1K | 0.01% | −25−0.5% | Reduced |
| Ellenbecker Investment Group | 4,548 | $803.8K | 0.09% | +43+1.0% | Added |
| Kestra Private Wealth Services, LLC | 4,512 | $797.2K | 0.01% | +122+2.8% | Added |
| Patrick M Sweeney & Associates, Inc | 4,453 | $786.8K | 0.45% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,400 | $777.5K | 0.18% | +25+0.6% | Added |
| Fullerton Fund Management Co Ltd. | 4,400 | $777.4K | 0.05% | +4,400 | New |
| Biltmore Family Office, LLC | 4,360 | $770.4K | 0.10% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,284 | $757.0K | 0.04% | +33+0.8% | Added |
| Versant Capital Management, Inc | 4,241 | $749.4K | 0.07% | +78+1.9% | Added |
| Ferguson Wellman Capital Management, Inc | 4,238 | $748.9K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,217 | $745.2K | 0.03% | +3,767+837.1% | Added |
| Pacifica Partners Inc. | 4,275 | $743.1K | 0.22% | −730−14.6% | Reduced |
| Evergreen Capital Management LLC | 4,190 | $740.4K | 0.01% | −147−3.4% | Reduced |
| Brighton Jones LLC | 4,167 | $736.2K | 0.01% | +567+15.8% | Added |
| Avant Financial Advisors LLC | 4,160 | $735.1K | 0.46% | 00.0% | Unchanged |
| PCM Encore, LLC | 4,136 | $730.8K | 0.13% | +96+2.4% | Added |
| Watershed Private Wealth LLC | 4,000 | $706.8K | 0.20% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,936 | $695.5K | 0.03% | −216−5.2% | Reduced |
| Oppenheimer & Co Inc | 3,890 | $687.4K | 0.01% | −266−6.4% | Reduced |
| Silverlake Wealth Management LLC | 3,875 | $684.6K | 0.13% | −145−3.6% | Reduced |
| Crescent Grove Advisors, LLC | 3,839 | $678.4K | 0.06% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,836 | $677.8K | 0.01% | −89−2.3% | Reduced |
| Parallel Advisors, LLC | 3,814 | $674.0K | 0.01% | +902+31.0% | Added |
| KLCM Advisors, Inc. | 3,779 | $667.7K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,772 | $666.5K | 0.08% | −212−5.3% | Reduced |
| Vident Advisory, LLC | 3,741 | $661.0K | 0.00% | +198+5.6% | Added |
| Drake & Associates, LLC | 3,716 | $656.6K | 0.11% | +3,716 | New |
| Cary Street Partners Financial LLC | 3,700 | $653.8K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 3,698 | $653.4K | 0.00% | +242+7.0% | Added |
| Nwam LLC | 3,670 | $648.5K | 0.03% | +2+0.1% | Added |
| Jamison Private Wealth Management, Inc. | 3,590 | $634.4K | 0.07% | +32+0.9% | Added |
| Puzo Michael J | 3,500 | $618.5K | 0.16% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,448 | $609.3K | 0.02% | +845+32.5% | Added |
| Brown Brothers Harriman & Co | 3,447 | $609.1K | 0.00% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 3,425 | $605.2K | 0.14% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,408 | $602.2K | 0.00% | −505−12.9% | Reduced |
| Old National Bancorp | 3,380 | $597.2K | 0.01% | +1,427+73.1% | Added |
| Pensionmark Financial Group, LLC | 4,408 | $597.1K | 0.01% | −175−3.8% | Reduced |
| Group One Trading, L.P. | 3,371 | $595.7K | 0.02% | +3,371 | New |
| United Capital Financial Advisers, LLC | 3,325 | $587.5K | 0.00% | +326+10.9% | Added |
| Assetmark, Inc | 3,310 | $584.9K | 0.00% | −8,459−71.9% | Reduced |
| Rockland Trust Co | 3,243 | $573.0K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,201 | $565.6K | 0.03% | +847+36.0% | Added |
| Apollon Wealth Management, LLC | 3,172 | $560.5K | 0.01% | +940+42.1% | Added |
| Prospera Financial Services Inc | 3,168 | $559.8K | 0.01% | −270−7.9% | Reduced |
| EverSource Wealth Advisors, LLC | 3,145 | $555.7K | 0.02% | −1,141−26.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,097 | $547.2K | 0.03% | −44−1.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,070 | $542.5K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,043 | $537.5K | 0.01% | +3,043 | New |
| Magnus Financial Group LLC | 3,035 | $536.3K | 0.04% | +740+32.2% | Added |
| Wedbush Securities Inc | 3,033 | $536.0K | 0.01% | −28−0.9% | Reduced |
| Summit Global Investments | 3,035 | $536.0K | 0.03% | +3,035 | New |
| Code Waechter LLC | 3,025 | $534.5K | 0.28% | −557−15.5% | Reduced |
| Buckingham Strategic Partners | 2,972 | $525.1K | 0.00% | −492−14.2% | Reduced |
| DRW Securities, LLC | 2,082 | $521.9K | 0.03% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,952 | $521.6K | 0.02% | −4,347−59.6% | Reduced |
| Five Oceans Advisors | 2,938 | $519.1K | 0.17% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 2,911 | $514.4K | 0.01% | +481+19.8% | Added |
| Ascent Group, LLC | 2,890 | $510.7K | 0.02% | +117+4.2% | Added |
| Pure Financial Advisors, Inc. | 2,870 | $507.2K | 0.01% | +347+13.8% | Added |
| Ameritas Advisory Services, LLC | 2,842 | $502.2K | 0.01% | +1,063+59.8% | Added |
| Evergreen Wealth Solutions, LLC | 2,678 | $493.2K | 0.03% | +18+0.7% | Added |
| First Business Financial Services, Inc. | 2,785 | $492.1K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 2,784 | $491.9K | 0.01% | −377−11.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 2,732 | $482.7K | 0.30% | 00.0% | Unchanged |
| Terry L. Blaker | 2,716 | $479.9K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,708 | $478.7K | 0.03% | −267−9.0% | Reduced |
| 49 Wealth Management, LLC | 2,675 | $472.7K | 0.09% | +2,675 | New |
| Alongside, LLC | 2,675 | $472.7K | 0.09% | +2,675 | New |
| Bogart Wealth, LLC | 2,673 | $472.3K | 0.02% | +290+12.2% | Added |
| Isthmus Partners, LLC | 2,671 | $472.0K | 0.05% | −220−7.6% | Reduced |
| Fielder Capital Group LLC | 2,640 | $466.6K | 0.10% | 00.0% | Unchanged |
| Smith, Moore & Co. | 2,636 | $465.8K | 0.03% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,635 | $465.6K | 0.26% | −558−17.5% | Reduced |
| Wellington-Altus USA Inc. | 3,056 | $460.9K | 0.33% | 00.0% | Unchanged |
| GAM Holding AG | 2,600 | $459.4K | 0.04% | +2,600 | New |
| QRG Capital Management, Inc. | 2,584 | $456.6K | 0.00% | +412+19.0% | Added |
| Evelyn Partners Group Ltd | 2,564 | $452.7K | 0.01% | +2,564 | New |
| Archetype Wealth Partners | 2,557 | $452.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,512 | $443.9K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,488 | $439.6K | 0.03% | +35+1.4% | Added |
| Allworth Financial LP | 2,469 | $436.4K | 0.00% | −25−1.0% | Reduced |
| Private Advisor Group, LLC | 2,459 | $434.6K | 0.00% | −18,485−88.3% | Reduced |
| Larry Mathis Financial Planning, LLC | 2,449 | $432.7K | 0.33% | +2,449 | New |
| North Star Investment Management Corp. | 2,425 | $428.6K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 2,412 | $426.2K | 0.11% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,411 | $426.0K | 0.01% | +10.0% | Added |
| Dixon Mitchell Investment Counsel Inc. | 2,409 | $425.6K | 0.01% | −1,203−33.3% | Reduced |
| Savvy Advisors, Inc. | 2,402 | $424.5K | 0.01% | +347+16.9% | Added |
| Ossiam | 2,401 | $424.2K | 0.01% | −3,157−56.8% | Reduced |