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 630 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $37.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
9,670
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 103.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
9,611
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
9,591
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,371
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
9,360
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2023
Reduced 15.8%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
9,002
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
8,815
shares
|
$996,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
8,727
shares
|
$986,412
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
8,448
shares
|
$954,877
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
8,432
shares
|
$953,068
0.0% of portfolio
|
Q1 2025
Reduced 51.44%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
8,428
shares
|
$952,616
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Candriam S.C.A.
|
May 14, 2025 Q1 2025 |
8,309
shares
|
$939,166
0.01% of portfolio
|
Q1 2025
Reduced 30.8%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
8,174
shares
|
$923,907
0.04% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
8,146
shares
|
$920,742
0.1% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,870
shares
|
$889,546
0.03% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
7,727
shares
|
$873,382
0.03% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,691
shares
|
$869,313
0.0% of portfolio
|
Q1 2025
Added 41.02%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
7,665
shares
|
$866,374
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
7,492
shares
|
$846,820
0.01% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Baskin Financial Services Inc.
|
Apr 28, 2025 Q1 2025 |
7,428
shares
|
$839,586
0.06% of portfolio
|
Q1 2025
Added 134.17%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,253
shares
|
$819,806
0.0% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
7,222
shares
|
$816,302
0.43% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
7,146
shares
|
$807,712
0.07% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
7,039
shares
|
$795,618
0.0% of portfolio
|
Q1 2025
Reduced 81.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
6,997
shares
|
$790,870
0.01% of portfolio
|
Q1 2025
Added 5.3%
|