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 |
|---|---|---|---|---|---|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
4,505
shares
|
$575,693
0.09% of portfolio
|
Q1 2024
Added 9.74%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,478
shares
|
$572,243
0.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
4,476
shares
|
$571,988
0.1% of portfolio
|
Q3 2017
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
4,464
shares
|
$570,454
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
4,375
shares
|
$559,081
0.14% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
4,360
shares
|
$557,164
0.08% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,357
shares
|
$556,781
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,335
shares
|
$553,969
0.04% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
4,309
shares
|
$550,647
0.02% of portfolio
|
Q2 2025
Reduced 26.61%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
4,183
shares
|
$534,545
0.05% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,158
shares
|
$531,350
0.0% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
4,114
shares
|
$525,728
0.03% of portfolio
|
Q2 2022
Reduced 6.63%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,039
shares
|
$516,143
0.0% of portfolio
|
Q1 2025
Added 72.46%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,015
shares
|
$513,076
0.21% of portfolio
|
Q2 2024
Reduced 52.2%
|
|
|
Davis Rea Ltd.
|
Jul 24, 2025 Q2 2025 |
4,003
shares
|
$511,543
0.11% of portfolio
|
Q1 2025
Added 36.85%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
4,001
shares
|
$511,287
0.13% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
4,000
shares
|
$511,160
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,959
shares
|
$505,920
0.01% of portfolio
|
Q1 2025
Added 24.3%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,839
shares
|
$490,585
0.04% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
3,810
shares
|
$486,879
0.11% of portfolio
|
Q2 2025
Added 67.33%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,809
shares
|
$486,752
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,774
shares
|
$482,279
0.04% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
3,770
shares
|
$481,768
0.01% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
3,700
shares
|
$472,823
0.04% of portfolio
|
Q4 2021
Added 37.04%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
3,692
shares
|
$471,800
0.23% of portfolio
|
Q2 2025
Reduced 35.23%
|