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 |
|---|---|---|---|---|---|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
2,075
shares
|
$265,164
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,063
shares
|
$263,630
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,027
shares
|
$259,030
0.0% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
2,013
shares
|
$257,241
0.01% of portfolio
|
Q3 2022
Added 2.55%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,011
shares
|
$256,985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
2,010
shares
|
$256,857
0.0% of portfolio
|
Q2 2025
Reduced 73.87%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
2,000
shares
|
$255,580
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
1,993
shares
|
$254,685
0.01% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
1,975
shares
|
$252,385
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,969
shares
|
$251,618
0.03% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
1,964
shares
|
$250,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,963
shares
|
$250,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
1,952
shares
|
$249,446
0.0% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
1,932
shares
|
$246,890
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
1,925
shares
|
$245,995
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
1,918
shares
|
$245,101
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
1,910
shares
|
$244,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Aug 12, 2025 Q2 2025 |
1,907
shares
|
$243,695
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,906
shares
|
$243,567
0.01% of portfolio
|
Q2 2025
Reduced 28.1%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
1,880
shares
|
$240,245
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
1,873
shares
|
$239,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,867
shares
|
$238,583
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,832
shares
|
$234,111
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
1,828
shares
|
$233,600
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,806
shares
|
$230,788
0.01% of portfolio
|
Q2 2025
Reduced 2.11%
|