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 |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,716
shares
|
$306,989
0.01% of portfolio
|
Q1 2025
Added 19.96%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
2,716
shares
|
$306,989
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,682
shares
|
$303,146
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
2,672
shares
|
$302,016
0.04% of portfolio
|
Q3 2023
Reduced 3.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,665
shares
|
$301,224
0.01% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
2,664
shares
|
$301,111
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,651
shares
|
$299,642
0.01% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,648
shares
|
$299,303
0.0% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
2,643
shares
|
$298,738
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,636
shares
|
$297,947
0.02% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,635
shares
|
$297,834
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
2,600
shares
|
$293,878
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
2,542
shares
|
$287,322
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,525
shares
|
$285,400
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2,524
shares
|
$285,287
0.04% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,507
shares
|
$283,366
0.01% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,504
shares
|
$283,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,504
shares
|
$283,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$282,575
0.01% of portfolio
|
Q4 2021
Reduced 16.67%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,500
shares
|
$282,575
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
2,500
shares
|
$282,575
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
2,498
shares
|
$282,348
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
2,492
shares
|
$281,670
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
2,485
shares
|
$280,879
0.0% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,460
shares
|
$278,053
0.17% of portfolio
|
Q2 2022
Added 0.12%
|