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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,055
shares
|
$109,224
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,051
shares
|
$108,810
0.0% of portfolio
|
Q4 2024
Added 110.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,045
shares
|
$108,188
0.0% of portfolio
|
Q4 2024
Added 172.14%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
1,000
shares
|
$103,530
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,000
shares
|
$103,530
0.0% of portfolio
|
Q1 2023
Added 99900.0%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
980
shares
|
$101,459
0.03% of portfolio
|
Q4 2022
Added 292.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
969
shares
|
$100,320
0.0% of portfolio
|
Q4 2024
Added 180.87%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
960
shares
|
$99,388
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
901
shares
|
$93,280
0.0% of portfolio
|
Q4 2024
Reduced 75.1%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
900
shares
|
$93,177
0.0% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
900
shares
|
$93,177
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
861
shares
|
$89,139
0.02% of portfolio
|
Q4 2023
Reduced 3.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
834
shares
|
$86,344
0.01% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
800
shares
|
$82,824
0.02% of portfolio
|
Q1 2020
Reduced 30.43%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
772
shares
|
$79,925
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
753
shares
|
$77,958
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
752
shares
|
$77,854
0.01% of portfolio
|
Q1 2023
Reduced 47.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
736
shares
|
$76,198
0.03% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
731
shares
|
$75,680
0.03% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
713
shares
|
$73,816
0.0% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
710
shares
|
$73,506
0.01% of portfolio
|
Q1 2025
Added 39.22%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
700
shares
|
$72,471
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
682
shares
|
$70,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
643
shares
|
$66,569
0.0% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
617
shares
|
$63,878
0.01% of portfolio
|
Q4 2024
New holding
|