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 |
|---|---|---|---|---|---|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
3,636
shares
|
$464,644
0.08% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
3,603
shares
|
$460,427
0.04% of portfolio
|
Q2 2025
Added 57.96%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
3,558
shares
|
$454,676
0.06% of portfolio
|
Q4 2023
Reduced 3.18%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,542
shares
|
$452,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,539
shares
|
$452,248
0.01% of portfolio
|
Q2 2025
Reduced 25.59%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
3,500
shares
|
$447,265
0.11% of portfolio
|
Q3 2020
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,497
shares
|
$446,881
0.0% of portfolio
|
Q4 2024
Reduced 26.28%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,475
shares
|
$444,070
0.0% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,471
shares
|
$443,559
0.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,465
shares
|
$442,792
0.05% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
3,425
shares
|
$437,680
0.11% of portfolio
|
Q1 2025
Reduced 21.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,410
shares
|
$435,763
0.03% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,391
shares
|
$433,335
0.09% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
3,383
shares
|
$432,313
0.01% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
3,374
shares
|
$431,163
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
3,330
shares
|
$425,540
0.1% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
3,313
shares
|
$423,368
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
3,307
shares
|
$422,601
0.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3,303
shares
|
$422,090
0.02% of portfolio
|
Q2 2025
Added 44.74%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,283
shares
|
$419,534
0.01% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,182
shares
|
$406,627
0.0% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
3,167
shares
|
$404,710
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
3,110
shares
|
$397,426
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
3,094
shares
|
$395,382
0.05% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
3,091
shares
|
$394,998
0.01% of portfolio
|
Q2 2025
Added 4.46%
|