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 |
|---|---|---|---|---|---|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
4,476
shares
|
$505,922
0.1% of portfolio
|
Q3 2017
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
4,469
shares
|
$505,131
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
4,464
shares
|
$504,565
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,447
shares
|
$502,644
0.16% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
4,375
shares
|
$494,506
0.14% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
4,360
shares
|
$492,810
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,168
shares
|
$471,109
0.04% of portfolio
|
Q1 2025
Reduced 55.62%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
4,114
shares
|
$465,005
0.03% of portfolio
|
Q2 2022
Reduced 6.63%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
4,056
shares
|
$458,449
0.03% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,039
shares
|
$456,528
0.0% of portfolio
|
Q1 2025
Added 72.46%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,015
shares
|
$453,815
0.21% of portfolio
|
Q2 2024
Reduced 52.2%
|
|
|
Davis Rea Ltd.
|
May 06, 2025 Q1 2025 |
4,003
shares
|
$452,459
0.1% of portfolio
|
Q1 2025
Added 36.85%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
4,000
shares
|
$452,120
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
3,986
shares
|
$450,537
0.05% of portfolio
|
Q1 2025
Added 1997.89%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,959
shares
|
$447,485
0.01% of portfolio
|
Q1 2025
Added 24.3%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,883
shares
|
$438,895
0.03% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
3,877
shares
|
$438,217
0.07% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,863
shares
|
$436,634
0.0% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
3,846
shares
|
$434,713
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,813
shares
|
$430,983
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,797
shares
|
$429,174
0.0% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
3,792
shares
|
$428,609
0.01% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
3,770
shares
|
$426,123
0.01% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
3,754
shares
|
$424,314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
3,700
shares
|
$418,211
0.04% of portfolio
|
Q4 2021
Added 37.04%
|