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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2,400 | $424.1K | 0.01% | −93−3.7% | Reduced |
| Bridgewater Advisors Inc. | 2,359 | $424.0K | 0.02% | +84+3.7% | Added |
| West Family Investments, Inc. | 2,388 | $422.0K | 0.12% | +205+9.4% | Added |
| Geneos Wealth Management Inc. | 2,365 | $417.9K | 0.01% | −360−13.2% | Reduced |
| Aprio Wealth Management, LLC | 2,352 | $415.6K | 0.02% | +198+9.2% | Added |
| Patten & Patten Inc | 2,328 | $411.4K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 2,325 | $410.8K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,291 | $404.8K | 0.00% | +1,851+420.7% | Added |
| Townsend & Associates, Inc | 2,225 | $396.1K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,223 | $392.8K | 0.01% | +6+0.3% | Added |
| Pinebridge Investments LLC | 1,560 | $391.0K | 0.00% | −2,938−65.3% | Reduced |
| Atlas Capital Advisors LLC | 2,203 | $389.3K | 0.04% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,201 | $388.9K | 0.01% | −224−9.2% | Reduced |
| Nilsine Partners, LLC | 2,198 | $388.4K | 0.03% | +15+0.7% | Added |
| WoodTrust Financial Corp | 2,189 | $387.0K | 0.05% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 2,185 | $386.1K | 0.35% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,175 | $384.3K | 0.06% | 00.0% | Unchanged |
| Swiss Re Ltd | 2,149 | $379.7K | 0.03% | +1,859+641.0% | Added |
| Income Insurance Ltd | 2,132 | $376.7K | 0.22% | 00.0% | Unchanged |
| Seeds Investor LLC | 2,102 | $371.5K | 0.04% | +9+0.4% | Added |
| Hilltop Holdings Inc. | 2,088 | $368.9K | 0.03% | −360−14.7% | Reduced |
| SNS Financial Group, LLC | 2,087 | $368.8K | 0.01% | +39+1.9% | Added |
| J.W. Cole Advisors, Inc. | 2,080 | $367.5K | 0.01% | −148−6.6% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 2,075 | $366.7K | 0.07% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 2,058 | $363.7K | 0.01% | +2,058 | New |
| Plancorp, LLC | 2,009 | $359.0K | 0.01% | +13+0.7% | Added |
| OneAscent Family Office, LLC | 2,029 | $358.5K | 0.18% | +414+25.6% | Added |
| Frisch Financial Group, Inc. | 2,028 | $358.3K | 0.06% | +2,028 | New |
| Fifth Third Bancorp | 2,026 | $358.0K | 0.00% | −710−26.0% | Reduced |
| Algert Global LLC | 2,022 | $356.9K | 0.00% | −109−5.1% | Reduced |
| CIBC Bancorp USA Inc. | 2,017 | $356.4K | 0.00% | +18+0.9% | Added |
| Bridges Investment Management Inc | 2,000 | $353.4K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,977 | $349.4K | 0.00% | +1,977 | New |
| Saxony Capital Management, LLC | 1,975 | $349.0K | 0.16% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,971 | $348.3K | 0.06% | +291+17.3% | Added |
| Greenwood Gearhart Inc | 1,912 | $337.9K | 0.02% | +290+17.9% | Added |
| Park Avenue Securities LLC | 1,887 | $333.0K | 0.00% | −2,269−54.6% | Reduced |
| MSH Capital Advisors LLC | 1,877 | $331.7K | 0.06% | −75−3.8% | Reduced |
| UBS Asset Management Americas Inc | 1,828 | $323.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,819 | $321.4K | 0.00% | −33−1.8% | Reduced |
| Hexagon Capital Partners LLC | 1,815 | $320.7K | 0.05% | −54−2.9% | Reduced |
| Arq Wealth Advisors, LLC | 1,775 | $317.8K | 0.04% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,793 | $316.8K | 0.07% | +1,793 | New |
| Buckhead Capital Management LLC | 1,784 | $315.2K | 0.11% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 1,773 | $313.3K | 0.05% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 1,767 | $312.2K | 0.04% | −56−3.1% | Reduced |
| Intrust Bank NA | 1,765 | $311.9K | 0.02% | −1,722−49.4% | Reduced |
| AlphaCore Capital LLC | 1,763 | $311.5K | 0.01% | +1,763 | New |
| Cromwell Holdings LLC | 1,739 | $307.3K | 0.14% | 00.0% | Unchanged |
| Krane Financial Solutions LLC | 1,738 | $307.1K | 0.19% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,714 | $302.9K | 0.01% | +1,714 | New |
| PFG Investments, LLC | 1,707 | $301.7K | 0.01% | +97+6.0% | Added |
| Affinity Capital Advisors, LLC | 1,710 | $301.1K | 0.04% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,702 | $300.7K | 0.00% | 00.0% | Unchanged |
| Aldebaran Capital, LLC | 1,700 | $300.4K | 0.23% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,700 | $300.4K | 0.05% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,700 | $300.4K | 0.15% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 1,700 | $300.4K | 0.00% | +1,700 | New |
| Oslo Pensjonsforsikring AS | 1,700 | $300.4K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 1,691 | $298.7K | 0.00% | +197+13.2% | Added |
| Independent Financial Group, LLC | 1,690 | $298.6K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,672 | $295.4K | 0.00% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,627 | $287.0K | 0.06% | +1,627 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,623 | $286.8K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,623 | $286.8K | 0.01% | +1,623 | New |
| Altfest L J & Co Inc | 1,620 | $286.3K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,606 | $283.8K | 0.05% | +1,606 | New |
| Ironwood Investment Counsel, LLC | 1,605 | $283.6K | 0.04% | 00.0% | Unchanged |
| PDT Partners, LLC | 1,600 | $282.7K | 0.01% | 00.0% | Unchanged |
| Trust Investment Advisors | 1,598 | $282.3K | 0.13% | +9+0.6% | Added |
| Campbell & CO Investment Adviser LLC | 1,575 | $278.3K | 0.01% | −14,374−90.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,575 | $278.3K | 0.04% | +1,575 | New |
| GWM Advisors LLC | 1,564 | $276.4K | 0.00% | −320−17.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,556 | $274.9K | 0.07% | −252−13.9% | Reduced |
| 55 North Private Wealth, LLC | 1,531 | $270.6K | 0.05% | +1,531 | New |
| Beto Financial Group, LLC | 1,518 | $270.2K | 0.14% | +4+0.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 1,528 | $270.0K | 0.16% | +5+0.3% | Added |
| Greykasell Wealth Strategies, Inc. | 1,521 | $268.8K | 0.10% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 1,520 | $268.6K | 0.00% | +1,520 | New |
| Caldwell Trust Co | 1,500 | $265.1K | 0.02% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,476 | $260.8K | 0.03% | +1,476 | New |
| Greenleaf Trust | 1,471 | $259.9K | 0.00% | +1,471 | New |
| Mutual Advisors, LLC | 1,448 | $255.9K | 0.00% | +1,448 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,426 | $252.0K | 0.00% | +1,426 | New |
| Continuum Wealth Advisors, LLC | 1,424 | $251.6K | 0.08% | +1,424 | New |
| Argent Trust Co | 1,417 | $250.4K | 0.01% | −595−29.6% | Reduced |
| Webster Bank, N. A. | 1,400 | $247.4K | 0.02% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 1,400 | $247.4K | 0.33% | +1,400 | New |
| Medallion Wealth Advisors, LLC | 1,388 | $245.3K | 0.08% | −1,166−45.7% | Reduced |
| Bahl & Gaynor Inc | 1,385 | $244.7K | 0.00% | +1,385 | New |
| Citizens Financial Group Inc | 1,375 | $243.0K | 0.00% | +1,375 | New |
| Arkadios Wealth Advisors | 1,373 | $242.6K | 0.00% | −402−22.6% | Reduced |
| LVW Advisors, LLC | 1,367 | $241.5K | 0.02% | +1,367 | New |
| FORM Wealth Advisors, LLC | 1,362 | $240.6K | 0.03% | −165−10.8% | Reduced |
| Riversedge Advisors, LLC | 1,361 | $240.5K | 0.03% | +1,361 | New |
| Goldstein Advisors, LLC | 1,348 | $238.2K | 0.02% | +1,348 | New |
| RSM US Wealth Management LLC | 1,342 | $237.1K | 0.00% | −238−15.1% | Reduced |
| Canoe Financial LP | 1,336 | $235.9K | 0.00% | −106−7.4% | Reduced |
| Rhumbline Advisers | 1,320 | $233.2K | 0.00% | +263+24.9% | Added |
| LOM Asset Management Ltd | 930 | $233.1K | 0.06% | 00.0% | Unchanged |