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 |
|---|---|---|---|---|---|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
3,558
shares
|
$402,160
0.05% of portfolio
|
Q4 2023
Reduced 3.18%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
3,542
shares
|
$400,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
3,516
shares
|
$397,413
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
3,500
shares
|
$395,605
0.1% of portfolio
|
Q3 2020
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
3,495
shares
|
$395,039
0.0% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
3,425
shares
|
$387,127
0.1% of portfolio
|
Q1 2025
Reduced 21.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,410
shares
|
$385,432
0.03% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
3,391
shares
|
$383,284
0.08% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
3,372
shares
|
$381,137
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
3,347
shares
|
$378,311
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
3,325
shares
|
$375,824
0.09% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
3,282
shares
|
$370,964
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
3,265
shares
|
$369,042
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,258
shares
|
$368,251
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
3,220
shares
|
$363,956
0.01% of portfolio
|
Q1 2025
Added 36.27%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
3,215
shares
|
$363,391
0.0% of portfolio
|
Q1 2025
Reduced 74.91%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,166
shares
|
$357,852
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
3,166
shares
|
$357,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
3,156
shares
|
$356,722
0.0% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
3,117
shares
|
$352,314
0.01% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
3,094
shares
|
$349,714
0.05% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
3,079
shares
|
$348,019
0.0% of portfolio
|
Q2 2020
Reduced 2.28%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,068
shares
|
$346,776
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
3,056
shares
|
$345,419
0.16% of portfolio
|
Q1 2025
Reduced 9.21%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
3,035
shares
|
$343,046
0.01% of portfolio
|
Q4 2024
Reduced 3.74%
|