Institutional Ownership Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO). We have compiled data on the 642 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $44.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,749
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2023
Added 1.33%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
9,724
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
9,671
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
9,555
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
9,531
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
9,485
shares
|
$1.21 Million
0.14% of portfolio
|
Q2 2025
Reduced 52.54%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
9,475
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 94.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,371
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
9,360
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2023
Reduced 15.8%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,198
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
8,896
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
8,738
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
8,453
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
8,428
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,229
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
8,174
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
8,173
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,103
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
8,076
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,638
shares
|
$976,060
0.0% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
7,601
shares
|
$971,331
0.03% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
7,492
shares
|
$957,402
0.01% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
7,420
shares
|
$948,201
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
7,177
shares
|
$917,148
0.46% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,029
shares
|
$898,235
0.05% of portfolio
|
Q2 2025
Added 2.81%
|