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 |
|---|---|---|---|---|---|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,754
shares
|
$224,143
0.02% of portfolio
|
Q4 2023
Reduced 61.37%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,739
shares
|
$222,226
0.12% of portfolio
|
Q3 2024
Added 37.36%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
1,700
shares
|
$217,243
0.03% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
1,700
shares
|
$217,243
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,604
shares
|
$204,975
0.01% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
1,595
shares
|
$203,825
0.01% of portfolio
|
Q4 2024
Added 473.74%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,541
shares
|
$196,924
0.0% of portfolio
|
Q2 2025
Added 47.46%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
1,521
shares
|
$194,368
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$191,685
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,437
shares
|
$183,634
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,404
shares
|
$179,417
0.04% of portfolio
|
Q2 2025
Added 17.0%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,400
shares
|
$178,906
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,330
shares
|
$169,960
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,157
shares
|
$147,853
0.0% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,114
shares
|
$142,358
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
1,089
shares
|
$139,163
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
1,086
shares
|
$138,779
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,078
shares
|
$137,757
0.0% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
1,030
shares
|
$131,623
0.01% of portfolio
|
Q2 2025
Added 1414.71%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$127,790
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,000
shares
|
$127,790
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
980
shares
|
$125,234
0.03% of portfolio
|
Q4 2022
Added 292.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
960
shares
|
$122,678
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
901
shares
|
$115,138
0.0% of portfolio
|
Q4 2024
Reduced 75.1%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
900
shares
|
$115,011
0.0% of portfolio
|
Q4 2024
Reduced 17.58%
|