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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,023
shares
|
$897,469
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
7,022
shares
|
$897,341
0.01% of portfolio
|
Q2 2025
Added 118.41%
|
|
|
Baskin Financial Services Inc.
|
Jul 24, 2025 Q2 2025 |
6,872
shares
|
$878,172
0.06% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Candriam S.C.A.
|
Aug 08, 2025 Q2 2025 |
6,805
shares
|
$869,610
0.0% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
6,767
shares
|
$864,754
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
6,746
shares
|
$862,071
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
6,739
shares
|
$861,176
0.0% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
6,692
shares
|
$855,170
0.5% of portfolio
|
Q3 2022
Added 2.14%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
6,582
shares
|
$841,113
0.0% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
6,504
shares
|
$831,146
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,446
shares
|
$823,734
0.0% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,435
shares
|
$822,328
0.03% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,400
shares
|
$817,856
0.14% of portfolio
|
Q2 2023
Added 4.07%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
6,348
shares
|
$811,210
0.0% of portfolio
|
Q2 2025
Added 64.33%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
6,348
shares
|
$811,210
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
6,224
shares
|
$795,364
0.0% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
6,200
shares
|
$792,298
0.04% of portfolio
|
Q2 2024
Reduced 55.69%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
6,075
shares
|
$776,324
0.04% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
6,026
shares
|
$770,062
0.02% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
5,975
shares
|
$763,545
0.07% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
5,950
shares
|
$760,350
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
5,882
shares
|
$751,660
0.11% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
5,868
shares
|
$749,871
0.04% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
5,737
shares
|
$733,131
0.47% of portfolio
|
Q1 2025
Added 678.43%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
5,655
shares
|
$722,652
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|