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 |
|---|---|---|---|---|---|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
2,689
shares
|
$343,627
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,682
shares
|
$342,732
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,672
shares
|
$341,454
0.04% of portfolio
|
Q3 2023
Reduced 3.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,665
shares
|
$340,560
0.01% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
2,643
shares
|
$337,748
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,640
shares
|
$337,365
0.0% of portfolio
|
Q2 2025
Added 21.21%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
2,636
shares
|
$336,854
0.03% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,635
shares
|
$336,726
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,634
shares
|
$336,598
0.01% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,616
shares
|
$334,298
0.0% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,599
shares
|
$332,126
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,563
shares
|
$327,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,542
shares
|
$324,842
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,518
shares
|
$321,775
0.0% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,512
shares
|
$321,008
0.04% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,507
shares
|
$320,369
0.01% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$319,475
0.01% of portfolio
|
Q4 2021
Reduced 16.67%
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$319,475
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,500
shares
|
$319,475
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
2,492
shares
|
$318,452
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,460
shares
|
$314,363
0.17% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,458
shares
|
$314,107
0.03% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
2,444
shares
|
$312,318
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
2,412
shares
|
$308,229
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,400
shares
|
$306,696
0.0% of portfolio
|
Q2 2025
Reduced 4.15%
|