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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
3,068
shares
|
$392,059
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
3,064
shares
|
$391,548
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
3,055
shares
|
$390,398
0.0% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,049
shares
|
$389,631
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
3,022
shares
|
$386,181
0.02% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
3,005
shares
|
$384,008
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,981
shares
|
$380,941
0.05% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
2,942
shares
|
$375,958
0.16% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
2,926
shares
|
$373,913
0.09% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,920
shares
|
$373,146
0.12% of portfolio
|
Q2 2021
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
2,888
shares
|
$369,057
0.0% of portfolio
|
Q2 2025
Reduced 24.91%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,881
shares
|
$368,162
0.09% of portfolio
|
Q3 2023
Added 1.44%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
2,877
shares
|
$367,651
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,857
shares
|
$365,096
0.03% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
2,844
shares
|
$363,434
0.26% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
2,819
shares
|
$360,240
0.01% of portfolio
|
Q2 2025
Added 24.9%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
2,817
shares
|
$359,984
0.0% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,815
shares
|
$359,728
0.03% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2,800
shares
|
$357,812
0.0% of portfolio
|
Q2 2025
Added 5614.29%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
2,797
shares
|
$357,428
0.03% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,783
shares
|
$355,639
0.01% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
2,756
shares
|
$352,189
0.01% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
2,750
shares
|
$351,422
0.08% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,721
shares
|
$347,716
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
2,716
shares
|
$347,077
0.02% of portfolio
|
Q4 2024
New holding
|