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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,389
shares
|
$305,290
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
2,373
shares
|
$303,245
0.0% of portfolio
|
Q2 2025
Reduced 41.33%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
2,368
shares
|
$302,606
0.01% of portfolio
|
Q2 2025
Reduced 26.46%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
2,348
shares
|
$300,050
0.0% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
2,336
shares
|
$298,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,328
shares
|
$297,495
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
2,328
shares
|
$297,495
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
2,325
shares
|
$297,111
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,295
shares
|
$293,278
0.02% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,270
shares
|
$290,083
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,262
shares
|
$289,060
0.02% of portfolio
|
Q3 2024
Reduced 33.7%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,250
shares
|
$287,527
0.22% of portfolio
|
Q2 2025
Reduced 23.99%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,226
shares
|
$284,460
0.01% of portfolio
|
Q2 2025
Reduced 92.74%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
2,225
shares
|
$284,332
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
2,218
shares
|
$283,438
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,202
shares
|
$281,393
0.01% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
2,200
shares
|
$281,138
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
2,162
shares
|
$276,281
0.01% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
2,116
shares
|
$270,403
0.04% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
2,102
shares
|
$268,614
0.05% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$268,359
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$268,359
0.02% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,093
shares
|
$267,464
0.04% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
2,081
shares
|
$265,930
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
2,080
shares
|
$265,803
0.19% of portfolio
|
Q2 2025
New holding
|