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 |
|---|---|---|---|---|---|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
5,610
shares
|
$716,901
0.15% of portfolio
|
Q4 2024
Reduced 30.22%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
5,605
shares
|
$716,262
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
5,560
shares
|
$710,512
0.27% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
5,515
shares
|
$704,761
0.01% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,423
shares
|
$693,005
0.05% of portfolio
|
Q2 2025
Added 30.11%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,256
shares
|
$671,664
0.05% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,155
shares
|
$658,757
0.31% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,089
shares
|
$650,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,086
shares
|
$649,939
0.0% of portfolio
|
Q2 2023
Reduced 33.11%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,079
shares
|
$649,045
0.05% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
4,972
shares
|
$635,371
0.01% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,848
shares
|
$619,525
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
4,770
shares
|
$609,558
0.0% of portfolio
|
Q3 2022
Reduced 1.12%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,756
shares
|
$607,769
0.01% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,742
shares
|
$605,980
0.0% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,723
shares
|
$603,552
0.01% of portfolio
|
Q2 2025
Added 73.9%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
4,660
shares
|
$595,501
0.01% of portfolio
|
Q2 2025
Added 55.96%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
4,599
shares
|
$587,706
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,594
shares
|
$587,067
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
|
$584,255
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,572
shares
|
$584,255
0.01% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
4,569
shares
|
$583,872
0.02% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
4,558
shares
|
$582,466
0.01% of portfolio
|
Q2 2025
Reduced 20.84%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
4,552
shares
|
$581,700
0.36% of portfolio
|
Q2 2025
Added 54.2%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
4,508
shares
|
$576,077
0.35% of portfolio
|
Q1 2024
Added 114.67%
|