Bank of Montreal (BMO) Held by Superinvestors
BANK OF MONTREAL (BMO) is currently held by 2 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $2.33M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mairs & Power Growth Fund is currently the largest disclosed institutional shareholder of BMO tracked by InsiderSet, reporting ownership valued at approximately $1.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.15M, representing an estimated loss of -3.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BMO value among the investors covered in this analysis. Major shareholders include Mairs & Power Growth Fund, Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in BANK OF MONTREAL (BMO).
This page ranks the largest institutional BMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mairs & Power Growth Fund | Andrew R. Adams | 0.01% | 6,746 | $1,192,018 | $1,154,443 | -$37,575 | -3.15% |
| Sequoia Financial Advisors | 0.01% | 6,436 | $1,137,184 | $1,101,393 | -$35,791 | -3.15% |
Frequently asked questions about BMO
Who are the largest superinvestors holding BMO?
The largest superinvestors holding BMO in the latest SEC Form 13F filings include Mairs & Power Growth Fund and Sequoia Financial Advisors. InsiderSet ranks these superinvestors by their latest reported BMO position.
What does the BMO superinvestors page include?
This page tracks BMO positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. BANK OF MONTREAL (BMO) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold BMO?
InsiderSet currently tracks 2 superinvestors reporting BMO holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own BMO.
How much BMO stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $2.33M in BMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were BMO superinvestor holdings last updated?
The latest BMO superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor BMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its BMO position after the reporting date.
Are superinvestors buying or selling BMO?
Buying and selling can be analyzed by comparing BMO positions across consecutive 13F reporting periods. InsiderSet's BMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BMO ownership changes.
How have superinvestor BMO holdings changed over time?
InsiderSet tracks BMO holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.