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 |
|---|---|---|---|---|---|
| One Degree Advisors Inc | 1,307 | $232.0K | 0.05% | +1,307 | New |
| Braun-Bostich & Associates Inc. | 1,308 | $231.1K | 0.13% | +1,308 | New |
| Manchester Capital Management LLC | 1,305 | $230.6K | 0.03% | −82−5.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,300 | $229.7K | 0.00% | +3+0.2% | Added |
| Yousif Capital Management, LLC | 1,299 | $229.5K | 0.00% | −4,752−78.5% | Reduced |
| Coldstream Capital Management Inc | 1,290 | $228.0K | 0.00% | −211−14.1% | Reduced |
| Keudell/Morrison Wealth Management | 1,283 | $226.7K | 0.04% | −1,070−45.5% | Reduced |
| Wealthspire Advisors, LLC | 1,273 | $224.9K | 0.00% | +1,273 | New |
| StoneX Group Inc. | 1,340 | $224.6K | 0.01% | +1,340 | New |
| Gateway Wealth Partners, LLC | 1,243 | $219.7K | 0.01% | −2,017−61.9% | Reduced |
| Concurrent Investment Advisors, LLC | 1,243 | $219.6K | 0.00% | −732−37.1% | Reduced |
| Warren Averett Asset Management, LLC | 1,243 | $219.6K | 0.00% | +1,243 | New |
| Compass Wealth Management LLC | 1,240 | $219.1K | 0.04% | +1,240 | New |
| Moneta Group Investment Advisors LLC | 1,237 | $218.6K | 0.00% | +1,237 | New |
| Applied Capital LLC | 1,215 | $214.7K | 0.14% | +1,215 | New |
| Kingswood Wealth Advisors, LLC | 1,206 | $213.1K | 0.01% | +1,206 | New |
| Signature Estate & Investment Advisors LLC | 1,200 | $212.0K | 0.00% | +1,200 | New |
| Mawer Investment Management Ltd. | 1,195 | $211.2K | 0.00% | +1,195 | New |
| Davenport & Co LLC | 1,191 | $210.4K | 0.00% | −17,877−93.8% | Reduced |
| Oarsman Capital, Inc. | 1,178 | $208.2K | 0.02% | +1,178 | New |
| SlateStone Wealth, LLC | 1,177 | $208.0K | 0.02% | +1,177 | New |
| Global Retirement Partners, LLC | 1,173 | $207.3K | 0.00% | +1,173 | New |
| Brucke Financial, Inc. | 1,169 | $206.6K | 0.09% | +1,169 | New |
| Mission Wealth Management, LP | 1,165 | $205.9K | 0.00% | +1,165 | New |
| Apella Capital, LLC | 1,153 | $205.5K | 0.00% | +1,153 | New |
| Manske Wealth Management | 1,160 | $205.0K | 0.05% | +1,160 | New |
| Stephens Inc | 1,158 | $204.6K | 0.00% | −985−46.0% | Reduced |
| CogentBlue Wealth Advisors, LLC | 1,152 | $203.6K | 0.12% | +1,152 | New |
| Johnson Financial Group, Inc. | 1,138 | $201.1K | 0.01% | +344+43.3% | Added |
| Carter Financial Group, INC. | 1,135 | $200.6K | 0.10% | +1,135 | New |
| Hanson & Doremus Investment Management | 1,000 | $177.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $176.7K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,000 | $176.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 970 | $171.4K | 0.00% | +415+74.8% | Added |
| Danske Bank A/S | 913 | $160.8K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 858 | $151.6K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,707 | $148.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 837 | $147.9K | 0.00% | −7−0.8% | Reduced |
| Umb Bank N A | 836 | $147.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 798 | $141.0K | 0.00% | +798 | New |
| Smartleaf Asset Management LLC | 787 | $138.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 762 | $134.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 742 | $131.1K | 0.00% | −905−54.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 736 | $130.1K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 710 | $125.5K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 700 | $123.7K | 0.05% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 652 | $115.2K | 0.02% | +652 | New |
| Trust Co of Vermont | 651 | $115.0K | 0.00% | +651 | New |
| Massmutual Trust Co FSB | 596 | $105.3K | 0.00% | +4+0.7% | Added |
| CX Institutional | 554 | $98.0K | 0.00% | −16−2.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 552 | $97.2K | 0.03% | +146+36.0% | Added |
| Virtus ETF Advisers LLC | 378 | $94.8K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 516 | $91.1K | 0.00% | +4+0.8% | Added |
| Toth Financial Advisory Corp | 500 | $88.3K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 496 | $87.6K | 0.00% | +496 | New |
| Corient IA LLC | 490 | $86.6K | 0.08% | −1,010−67.3% | Reduced |
| Bayforest Capital Ltd | 490 | $86.6K | 0.08% | −520−51.5% | Reduced |
| Bayban | 489 | $86.4K | 0.07% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 487 | $86.1K | 0.05% | −22−4.3% | Reduced |
| Larson Financial Group LLC | 471 | $83.2K | 0.00% | +84+21.7% | Added |
| Birchwood Financial Partners, Inc. | 467 | $82.5K | 0.07% | 00.0% | Unchanged |
| JNBA Financial Advisors | 457 | $80.8K | 0.01% | +17+3.9% | Added |
| Caldwell Sutter Capital, Inc. | 442 | $78.1K | 0.03% | −70−13.7% | Reduced |
| Basecamp Wealth Advisors LLC | 417 | $73.7K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $70.9K | 0.06% | 00.0% | Unchanged |
| Crewe Advisors LLC | 400 | $70.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 392 | $69.3K | 0.01% | −23−5.5% | Reduced |
| Highland Investment Advisors LLC | 355 | $62.7K | 0.03% | +355 | New |
| Thompson Investment Management, Inc. | 354 | $62.6K | 0.01% | −618−63.6% | Reduced |
| Institute for Wealth Management, LLC. | 354 | $62.6K | 0.01% | +354 | New |
| Harbor Asset Planning, Inc. | 352 | $62.4K | 0.05% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 350 | $61.8K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 347 | $61.3K | 0.03% | +347 | New |
| IAG Wealth Partners, LLC | 335 | $59.2K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 333 | $59.0K | 0.00% | +2+0.6% | Added |
| LRI Investments, LLC | 307 | $54.2K | 0.00% | +13+4.4% | Added |
| JPL Wealth Management, LLC | 301 | $53.2K | 0.01% | +148+96.7% | Added |
| CDKV Holdings LLC | 300 | $53.0K | 0.04% | −112−27.2% | Reduced |
| Truvestments Capital LLC | 300 | $53.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 297 | $52.5K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 293 | $52.3K | 0.02% | +293 | New |
| Zions Bancorporation, National Association | 278 | $49.1K | 0.00% | −21,272−98.7% | Reduced |
| IFP Advisors, Inc | 273 | $48.2K | 0.00% | +7+2.6% | Added |
| Bank & Trust Co | 263 | $46.5K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 260 | $45.9K | 0.00% | −15−5.5% | Reduced |
| 1620 Investment Advisors, Inc. | 254 | $44.9K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 233 | $41.2K | 0.00% | +143+158.9% | Added |
| First Horizon Corp | 207 | $36.6K | 0.00% | +39+23.2% | Added |
| Trust Co | 193 | $34.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 178 | $31.5K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 163 | $28.8K | 0.01% | +70+75.3% | Added |
| Edmond de Rothschild Holding S.A. | 160 | $28.2K | 0.00% | +160 | New |
| TIAA Wealth Investment Management LLC | 143 | $25.2K | 0.00% | +143 | New |
| Commonwealth Retirement Investments LLC | 139 | $24.6K | 0.01% | +139 | New |
| Cornerstone Planning Group LLC | 134 | $24.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 134 | $23.6K | 0.01% | +1+0.8% | Added |
| Ronald Blue Trust, Inc. | 133 | $23.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 132 | $23.3K | 0.00% | +11+9.1% | Added |
| Kilter Group LLC | 132 | $23.3K | 0.01% | +110+500.0% | Added |
| Indiana Trust & Investment Management CO | 130 | $23.0K | 0.01% | +130 | New |