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 675 institutions that hold shares in the stock, with a total of 361 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
1,775
shares
|
$220,029
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,754
shares
|
$217,425
0.02% of portfolio
|
Q4 2023
Reduced 61.37%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
1,750
shares
|
$216,930
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
1,739
shares
|
$215,566
0.12% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,715
shares
|
$212,591
0.0% of portfolio
|
Q3 2025
Added 5616.67%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,702
shares
|
$210,979
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
1,700
shares
|
$210,732
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
1,700
shares
|
$210,732
0.03% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
1,700
shares
|
$210,732
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,700
shares
|
$210,732
0.0% of portfolio
|
Q3 2025
Reduced 94.72%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
1,697
shares
|
$210,360
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
1,685
shares
|
$208,872
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
1,680
shares
|
$208,252
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
1,679
shares
|
$208,128
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
1,677
shares
|
$207,880
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
1,651
shares
|
$204,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,636
shares
|
$202,798
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
1,624
shares
|
$201,311
0.0% of portfolio
|
Q3 2025
Reduced 97.62%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
1,620
shares
|
$200,815
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,619
shares
|
$200,691
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
1,605
shares
|
$198,955
0.0% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,604
shares
|
$198,831
0.01% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,599
shares
|
$198,212
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
1,597
shares
|
$197,964
0.0% of portfolio
|
Q3 2025
Reduced 77.26%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
1,595
shares
|
$197,716
0.01% of portfolio
|
Q4 2024
Added 473.74%
|
|