Bank of Montreal (BMO)

COMMERCIAL BANKS, NEC

Bank of Montreal (BMO) is listed on the New York Stock Exchange, where it has traded since October 27, 1994.

Listed On
the New York Stock Exchange
Listed Since
October 27, 1994
Employees
53,000
Market Cap
$113.0B

About Bank of Montreal

Bank of Montreal is a diversified financial services provider based in North America with over CAD 1.5 trillion in assets by the end of July 2026. BMO operates four business segments: Canadian personal and commercial banking, US personal and commercial banking, wealth management, and capital markets. About 60% of BMO's earnings are generated in Canada and 40% in the US.

Institutional ownership

In 13F filings for the quarter ended September 30, 2026, 31 institutions reported holding BMO, with 261,875 shares worth $43.9 million in aggregate. The largest reported holder was Mn Services Vermogensbeheer B.V, with 202,413 shares worth $33.9 million. Of the 5 largest holders listed below, 1 opened a new position in BMO, 2 added shares, 1 reduced its position and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Mn Services Vermogensbeheer B.V202,413$34MAdded 0.9%
Dickmeyer Boyce Financial Management6,625$1MUnchanged
Farther Finance Advisors6,012$1MAdded 5.25%
Parrish Capital5,863$981KNew position
Legacy Wealth Asset Management4,957$829KReduced 0.02%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is BMO?

Bank of Montreal (BMO) is listed on the New York Stock Exchange, where it has traded since October 27, 1994.

Who are the largest institutional holders of BMO?

In 13F filings for the quarter ended September 30, 2026, the largest reported holders of BMO were Mn Services Vermogensbeheer B.V, Dickmeyer Boyce Financial Management and Farther Finance Advisors.

How many institutions own BMO?

31 institutions reported a position in BMO for the quarter ended September 30, 2026, worth $43.9 million in total.

Did institutions buy or sell BMO last quarter?

Of the 5 largest reported holders, 1 opened a new position in BMO, 2 added shares, 1 reduced its position and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for BMO.

Every reported institutional holder, plus insider and congressional trades in BMO, on SentiSense.