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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 125 | $22.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 110 | $19.4K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 110 | $19.4K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 109 | $19.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 107 | $18.9K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 102 | $18.0K | 0.02% | +70+218.8% | Added |
| Tounjian Advisory Partners, LLC | 101 | $17.8K | 0.01% | +101 | New |
| Princeton Global Asset Management LLC | 100 | $17.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 88 | $15.6K | 0.00% | −12,989−99.3% | Reduced |
| Rossby Financial, LCC | 85 | $15.0K | 0.00% | +4+4.9% | Added |
| Financial Consulate, Inc | 80 | $14.1K | 0.00% | +10+14.3% | Added |
| GHP Investment Advisors, Inc. | 79 | $14.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 79 | $14.0K | 0.00% | +79 | New |
| BOK Financial Private Wealth, Inc. | 75 | $13.3K | 0.00% | +75 | New |
| Signature Resources Capital Management, LLC | 71 | $12.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $12.4K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 66 | $11.7K | 0.00% | +6+10.0% | Added |
| Private Trust Co NA | 66 | $11.7K | 0.00% | −509−88.5% | Reduced |
| Highline Wealth Partners LLC | 65 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 65 | $11.5K | 0.01% | +42+182.6% | Added |
| Country Trust Bank | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 61 | $10.8K | 0.00% | +4+7.0% | Added |
| Penserra Capital Management LLC | 51 | $9.00K | 0.00% | +9+21.4% | Added |
| Financial Avengers, Inc. | 50 | $8.84K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $8.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $8.66K | 0.00% | +8+19.5% | Added |
| Financial Perspectives, Inc | 49 | $8.60K | 0.00% | +1+2.1% | Added |
| SJS Investment Consulting Inc. | 43 | $7.60K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $7.07K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 32 | $5.66K | 0.00% | −18−36.0% | Reduced |
| Mather Group, LLC. | 31 | $5.48K | 0.00% | −669−95.6% | Reduced |
| Addison Advisors LLC | 28 | $4.95K | 0.00% | −104−78.8% | Reduced |
| Valley National Advisers Inc | 26 | $4.59K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 25 | $4.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $4.07K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 23 | $4.06K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 18 | $3.18K | 0.00% | +18 | New |
| Stone House Investment Management, LLC | 14 | $2.47K | 0.00% | +4+40.0% | Added |
| Transamerica Financial Advisors, Inc. | 13 | $2.30K | 0.00% | +13 | New |
| CoreCap Advisors, LLC | 12 | $2.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 12 | $2.12K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 12 | $2.12K | 0.00% | +12 | New |
| Noble Wealth Management PBC | 12 | $2.12K | 0.00% | +12 | New |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $1.94K | 0.00% | +3+37.5% | Added |
| Action Point Financial Planning, LLC | 10 | $1.59K | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 9 | $1.59K | 0.00% | +9 | New |
| Marshall Investment Management, LLC | 8 | $1.41K | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 6 | $1.14K | 0.00% | −7,088−99.9% | Reduced |
| Creative Financial Designs Inc | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 2 | $367 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 2 | $353 | 0.00% | +2 | New |
| Walleye Capital LLC | 1 | $177 | 0.00% | −6,047−100.0% | Reduced |
| High Note Wealth, LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $167 | 0.00% | 00.0% | Unchanged |
| Tradewinds, LLC. | 166 | – | – | +166 | New |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −152,951−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −43,616−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,209−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −20,046−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −19,832−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −17,151−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,799−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,373−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −9,545−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −8,797−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,488−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,878−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −5,649−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −5,438−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −4,575−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −4,464−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,164−100.0% | Sold out |
| Davis-Rea Ltd. | 0 | $0 | 0.00% | −3,725−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −406,135−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |
| Summerhill Capital Management lnc. | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,220−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,985−100.0% | Sold out |
| Lantz Financial LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −1,824−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −845−100.0% | Sold out |