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BMO · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BMOBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BMO
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterBMOBAC
Q3 20203 holders, $266m33 holders, $48.3bn
Q4 20205 holders, $101m36 holders, $60.7bn
Q1 20218 holders, $397m33 holders, $77.6bn
Q2 20216 holders, $266m30 holders, $83.1bn
Q3 20216 holders, $189m28 holders, $81.4bn
Q4 20216 holders, $223m30 holders, $82.8bn
Q1 20226 holders, $295m39 holders, $74.0bn
Q2 20224 holders, $117m40 holders, $54.7bn
Q3 20223 holders, $437m36 holders, $53.0bn
Q4 20225 holders, $773m33 holders, $59.0bn
Q1 20232 holders, $645m32 holders, $50.5bn
Q2 20233 holders, $138m37 holders, $49.0bn
Q3 20233 holders, $194m36 holders, $46.0bn
Q4 20235 holders, $278m34 holders, $56.6bn
Q1 20246 holders, $578m35 holders, $64.4bn
Q2 20246 holders, $342m35 holders, $68.9bn
Q3 20244 holders, $424m43 holders, $60.8bn
Q4 20247 holders, $956m43 holders, $63.8bn
Q1 20255 holders, $722m40 holders, $59.8bn
Q2 20256 holders, $997m44 holders, $67.4bn
Q3 20254 holders, $1.8bn44 holders, $72.1bn
Q4 20255 holders, $1.4bn41 holders, $68.5bn
Q1 20264 holders, $1.4bn39 holders, $59.5bn
Q2 20266 holders, $2.3bn37 holders, $64.8bn
BMO

Bank of Montreal

Holders
4
Reported value
$1.8bn
Buyers
2
Sellers
2

Breadth 0 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
44
Reported value
$72.1bn
Buyers
22
Sellers
22

Breadth 0 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q3 2025

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BMO (0)

None.

Only BAC (40)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D1 Capital Partners LP, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 15 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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