NYSEFinancialsCommercial Banks, NECTORONTO, Ontario, Canada

Bank of Montreal BMO

Ask your AI

Estimated market cap $122.81B708.91M shares, shares as of Oct 31, 2025CIK 927971

Insider trades, 12 mo

—

No open-market trades

Congress trades, 24 mo

—

No disclosed trades

13F holders, Q3 2026

482

174 added · 152 trimmed

13F holders

…

Lobbying, 12 mo

—

No lobbying filings

Federal contracts, 12 mo

—

None matched

Ask your AI:

Latest 10-Q

What changed in Bank of Montreal's latest quarterly report, compared with the one before.

We have not read a recent 10-Q for this company yet.

Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.

No recent insider purchases or sales for this company.

Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.

Loading…

13F holders

221.97M shares

482 funds report BMO. Values checked against market prices.

Funds own 47% of shares (Q2 2026)

655 funds hold the stock.

Q3 2026: 31% · 5,560 of ~8,900 funds reported so far

Q2 202559%
Q3 202550%
Q4 202547%
Q1 202646%
Q2 202647%
Q3 2026 (so far)31%

Q3 2026. 47 new, 174 added to, 152 trimmed, 221 exited since Q2 2026.

Top 13F holders
#
1	Bank of Montreal 13F ↗	29.27M	$4.9B	+4.1%
2	Vanguard Capital Management LLC 13F ↗	20.65M	$3.5B	+0.8%
3	TD Asset Management Inc 13F ↗	14.71M	$2.5B	-3.4%
4	Cibc World Market Inc. 13F ↗	10.96M	$1.8B	-11.7%
5	FIL Ltd 13F ↗	10.51M	$1.8B	-14.8%
6	FMR LLC 13F ↗	9.20M	$1.5B	-3.4%
7	Geode Capital Management, LLC 13F ↗	8.75M	$1.5B	+9.8%
8	1832 Asset Management L.P. 13F ↗	8.95M	$1.5B	-3.8%
9	Mackenzie Financial Corp 13F ↗	8.28M	$1.4B	-3.1%
10	Healthcare of Ontario Pension Plan Trust Fund 13F ↗	7.03M	$1.2B	+68.5%

Download CSV Every fund that holds BMO, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.

13F holders

Funds that report this stock, checked against market prices.

Loading…

Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.

Recent congressional trades

Tommy Tuberville R Senate · AL	Sale Joint account	$1,001 - $15,000	Mar 6 → Apr 12 ↗ 37d	-5.9%
Tommy Tuberville R Senate · AL	Purchase Joint account	$1,001 - $15,000	Mar 30 → Apr 8 ↗ 9d	-18.5%
Bryan Steil R House · WI	Sale	$1,001 - $15,000 JPMoRGaN CHaSE BaNK, Na BRoKERaGE aCCoUNT	Jul 22 → Jul 22 ↗ 0d	—
Bryan Steil R House · WI	Sale	$1,001 - $15,000 JPMoRGaN CHaSE BaNK, Na BRoKERaGE aCCoUNT amended	Jul 12 → Jul 22 ↗ 10d	—

All 4 trades →Free on every plan.

Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.

Loading…

Lobbying

What Bank of Montreal and its lobbying firms report each quarter.

No recent lobbying filings for this company.

Lobbying

What Bank of Montreal and its lobbying firms report each quarter.

Loading…

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

Funds holding the stock

Shares they report

Funds holding the stock by quarter

Q2 2013	307	—	285.47M	$16.6B
Q3 2013	305	-2	272.39M	$18.2B
Q4 2013	336	+31	268.54M	$18.1B
Q1 2014	341	+5	298.08M	$20.0B
Q2 2014	352	+11	306.60M	$22.6B
Q3 2014	350	-2	276.98M	$20.5B
Q4 2014	360	+10	310.89M	$22.1B
Q1 2015	343	-17	313.81M	$18.9B
Q2 2015	342	-1	309.63M	$18.4B
Q3 2015	339	-3	311.88M	$17.1B
Q4 2015	351	+12	314.04M	$17.8B
Q1 2016	362	+11	307.33M	$18.8B
Q2 2016	370	+8	316.39M	$20.1B
Q3 2016	371	+1	315.76M	$20.8B
Q4 2016	402	+31	319.84M	$23.1B
Q1 2017	417	+15	318.73M	$24.0B
Q2 2017	398	-19	284.99M	$21.0B
Q3 2017	394	-4	288.73M	$21.9B
Q4 2017	428	+34	290.42M	$23.3B
Q1 2018	426	-2	285.22M	$21.6B
Q2 2018	438	+12	294.25M	$22.8B
Q3 2018	452	+14	293.36M	$24.3B
Q4 2018	437	-15	287.04M	$19.2B
Q1 2019	453	+16	285.40M	$21.4B
Q2 2019	442	-11	261.93M	$20.3B
Q3 2019	430	-12	278.08M	$20.6B
Q4 2019	446	+16	269.76M	$21.0B
Q1 2020	394	-52	273.49M	$13.7B
Q2 2020	375	-19	249.81M	$13.3B
Q3 2020	355	-20	261.70M	$15.4B
Q4 2020	399	+44	275.09M	$21.0B
Q1 2021	404	+5	273.94M	$24.7B
Q2 2021	439	+35	274.58M	$28.3B
Q3 2021	457	+18	275.43M	$27.7B
Q4 2021	488	+31	267.59M	$28.9B
Q1 2022	504	+16	288.28M	$34.1B
Q2 2022	485	-19	293.50M	$28.3B
Q3 2022	455	-30	299.99M	$26.4B
Q4 2022	477	+22	322.50M	$29.2B
Q1 2023	470	-7	329.65M	$29.4B
Q2 2023	469	-1	340.43M	$30.8B
Q3 2023	456	-13	348.99M	$29.5B
Q4 2023	488	+32	346.24M	$34.3B
Q1 2024	491	+3	354.48M	$34.7B
Q2 2024	476	-15	355.27M	$29.8B
Q3 2024	469	-7	344.75M	$31.2B
Q4 2024	535	+66	368.76M	$35.7B
Q1 2025	557	+22	345.28M	$33.0B
Q2 2025	565	+8	415.20M	$46.0B
Q3 2025	580	+15	355.23M	$46.4B
Q4 2025	618	+38	331.38M	$43.2B
Q1 2026	639	+21	327.96M	$44.5B
Q2 2026	656	+17	335.39M	$60.0B
Q3 2026	482	-174	221.97M	$37.3B

Each point is a quarter-end, from Q2 2013 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.

Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.

The history follows the company's current CUSIP number (063671101). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2013) can be later than the stock's first appearance in 13F reports.

Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.

A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

Loading…

More filings and data

Each opens the table.

Ownership stakesNone in 12 mo 8-K eventsNone in 90 days PatentsNone on record Short interestFINRA · updated Oct 15 Planned insider salesNone in 12 mo Executive payNone on record Wikipedia attentionLatest Nov 13 SEC enforcementNone on record Merger clearancesLatest Jul 23 Ownership stakes…8-K events…Patents…Short interest…Planned insider sales…Executive pay…Wikipedia attention…SEC enforcement…

About the company

The basics from the company’s SEC registration.

Legal name: BANK OF MONTREAL /CAN/
Address: 1 FIRST CANADIAN PLACE, TORONTO, Ontario, Canada M5X 1A1
Phone: 000-000-0000
Fiscal year ends: Oct 31
Incorporated in: Ontario, Canada
Listed as: BMO (NYSE), FNGD (NYSE), BRZL (CBOE), AIQD (NYSE), AIQU (NYSE), BERZ (NYSE), BNKD (NYSE), BNKU (NYSE), BRZD (CBOE), BULZ (NYSE), CARD (NYSE), CARU (NYSE), DULL (NYSE), FLYD (NYSE), FLYU (NYSE), FNGO (NYSE), FNGS (NYSE), FNGU (NYSE), GDXD (NYSE), GDXU (NYSE), HYGD (CBOE), HYGU (CBOE), JETD (NYSE), JETU (NYSE), JPND (CBOE), JPNU (CBOE), LQDD (CBOE), LQDU (CBOE), MNGU (NYSE), NRGD (NYSE), NRGU (NYSE), OILD (NYSE), OILU (NYSE), SHNY (NYSE), SMHD (CBOE), SMHU (CBOE), SPYU (NYSE), TAWN (CBOE), TPEI (CBOE), WTID (NYSE), WTIU (NYSE), XLCD (CBOE), XLCU (CBOE), XLPD (CBOE), XLPU (CBOE)
Former names: BANK OF MONTREAL /CAN/ (until 2026)
SEC filings: All filings on SEC EDGAR ↗

About the company

The basics from the company’s SEC registration.

Loading…

$173.24+$0.31 (+0.18%) Nov 13 close

1M3M1Y

Oct 13, 2026Low $163.62 · High $177.47Nov 13, 2026

Aug 13, 2026Low $160.70 · High $185.81Nov 13, 2026

Nov 13, 2025Low $119.92 · High $185.81Nov 13, 2026

Congress purchase Congress sale Insider sale over $1M

Adjusted for stock splits; not for dividends. Where prices come from.

Live chart

Intraday and historical prices from TradingView. Quotes may be delayed.

Loading chart…

Information, not investment advice. Company matching is automatic; check the source before relying on one row.