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 $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
2,099
shares
|
$217,309
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,095
shares
|
$216,895
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
2,013
shares
|
$208,405
0.01% of portfolio
|
Q3 2022
Added 2.55%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
2,012
shares
|
$208,302
0.01% of portfolio
|
Q1 2025
Reduced 95.61%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,845
shares
|
$191,012
0.01% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,832
shares
|
$189,666
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,798
shares
|
$186,146
0.01% of portfolio
|
Q1 2025
Added 55.67%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,754
shares
|
$181,591
0.02% of portfolio
|
Q4 2023
Reduced 61.37%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
1,739
shares
|
$180,038
0.11% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,737
shares
|
$179,831
0.0% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
1,700
shares
|
$176,001
0.03% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,700
shares
|
$176,001
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,694
shares
|
$175,379
0.01% of portfolio
|
Q1 2025
Reduced 39.59%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
1,595
shares
|
$165,130
0.01% of portfolio
|
Q4 2024
Added 473.74%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
1,521
shares
|
$157,469
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
1,400
shares
|
$144,942
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,385
shares
|
$143,389
0.03% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,330
shares
|
$137,694
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,240
shares
|
$128,377
0.03% of portfolio
|
Q1 2024
Added 106.67%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,200
shares
|
$124,236
0.04% of portfolio
|
Q1 2025
Reduced 47.67%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,128
shares
|
$116,781
0.02% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,101
shares
|
$113,986
0.01% of portfolio
|
Q1 2025
Added 28.32%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
1,086
shares
|
$112,433
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1,073
shares
|
$111,087
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
1,061
shares
|
$109,845
0.0% of portfolio
|
Q1 2025
Added 1.14%
|