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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
5,631
shares
|
$636,471
0.03% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
5,610
shares
|
$634,098
0.14% of portfolio
|
Q4 2024
Reduced 30.22%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,586
shares
|
$631,385
0.01% of portfolio
|
Q4 2022
Added 3.04%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
5,540
shares
|
$626,186
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,272
shares
|
$595,894
0.0% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,259
shares
|
$594,424
0.02% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,155
shares
|
$582,669
0.31% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,086
shares
|
$574,870
0.0% of portfolio
|
Q2 2023
Reduced 33.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,992
shares
|
$564,245
0.01% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
4,935
shares
|
$557,803
0.06% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
4,899
shares
|
$553,733
0.01% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
4,884
shares
|
$552,038
0.0% of portfolio
|
Q1 2025
Reduced 39.74%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
4,864
shares
|
$549,777
0.04% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
4,848
shares
|
$547,969
0.01% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,829
shares
|
$545,821
0.05% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
4,770
shares
|
$539,153
0.0% of portfolio
|
Q3 2022
Reduced 1.12%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
4,756
shares
|
$537,570
0.01% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
4,730
shares
|
$534,631
0.07% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,717
shares
|
$533,162
0.01% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,594
shares
|
$519,259
0.01% of portfolio
|
Q2 2025
Reduced 65.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,572
shares
|
$516,773
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
4,569
shares
|
$516,434
0.02% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,529
shares
|
$511,912
0.0% of portfolio
|
Q1 2025
Added 54.26%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
4,508
shares
|
$509,539
0.32% of portfolio
|
Q1 2024
Added 114.67%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
4,505
shares
|
$509,200
0.08% of portfolio
|
Q1 2024
Added 9.74%
|