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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,993
shares
|
$790,418
0.02% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
6,846
shares
|
$773,803
0.01% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,837
shares
|
$772,786
0.05% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
6,793
shares
|
$767,812
0.0% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
6,692
shares
|
$756,396
0.42% of portfolio
|
Q3 2022
Added 2.14%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
6,621
shares
|
$748,371
0.01% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,611
shares
|
$747,241
0.02% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
6,453
shares
|
$729,382
0.0% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,400
shares
|
$723,392
0.14% of portfolio
|
Q2 2023
Added 4.07%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
6,348
shares
|
$717,514
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
6,340
shares
|
$716,610
0.07% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
6,272
shares
|
$708,924
0.0% of portfolio
|
Q1 2025
Added 22.21%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
6,230
shares
|
$704,176
0.0% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
6,200
shares
|
$700,786
0.03% of portfolio
|
Q2 2024
Reduced 55.69%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
6,067
shares
|
$685,753
0.03% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
6,067
shares
|
$685,753
0.1% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
6,026
shares
|
$681,118
0.02% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,018
shares
|
$680,214
0.0% of portfolio
|
Q1 2025
Reduced 8.54%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,871
shares
|
$663,599
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
5,836
shares
|
$659,643
0.0% of portfolio
|
Q1 2025
Reduced 27.34%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
5,758
shares
|
$650,826
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
5,742
shares
|
$649,018
0.0% of portfolio
|
Q1 2025
Added 87.1%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,737
shares
|
$648,453
0.45% of portfolio
|
Q1 2025
Added 678.43%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
5,700
shares
|
$644,271
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
5,660
shares
|
$639,749
0.25% of portfolio
|
Q4 2024
Reduced 5.35%
|