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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
3,030
shares
|
$342,480
0.02% of portfolio
|
Q1 2025
Added 20.43%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
3,010
shares
|
$340,220
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,010
shares
|
$340,220
0.02% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
2,988
shares
|
$337,733
0.04% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
2,981
shares
|
$336,942
0.28% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,981
shares
|
$336,942
0.05% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,966
shares
|
$335,246
0.0% of portfolio
|
Q1 2025
Reduced 21.01%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,960
shares
|
$334,568
0.26% of portfolio
|
Q1 2025
Reduced 28.86%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,959
shares
|
$334,455
0.01% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
2,952
shares
|
$333,664
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,927
shares
|
$330,838
0.03% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
2,927
shares
|
$330,838
0.0% of portfolio
|
Q1 2025
Reduced 27.89%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
2,926
shares
|
$330,725
0.09% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,920
shares
|
$330,047
0.12% of portfolio
|
Q2 2021
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,881
shares
|
$325,639
0.09% of portfolio
|
Q3 2023
Added 1.44%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
2,872
shares
|
$324,622
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,837
shares
|
$320,666
0.04% of portfolio
|
Q1 2025
Reduced 27.44%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,819
shares
|
$318,631
0.01% of portfolio
|
Q2 2025
Added 24.9%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,815
shares
|
$318,179
0.03% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
2,797
shares
|
$316,144
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
2,792
shares
|
$315,579
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
2,774
shares
|
$313,545
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,771
shares
|
$313,206
0.01% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
2,756
shares
|
$311,510
0.08% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
2,753
shares
|
$311,171
0.04% of portfolio
|
Q1 2025
New holding
|