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 |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
600
shares
|
$62,118
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
595
shares
|
$61,600
0.0% of portfolio
|
Q2 2020
Added 1.43%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
557
shares
|
$57,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
550
shares
|
$56,941
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
505
shares
|
$52,282
0.01% of portfolio
|
Q1 2025
Added 405.0%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$51,765
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
493
shares
|
$51,040
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
491
shares
|
$50,833
0.0% of portfolio
|
Q2 2024
Reduced 50.45%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
469
shares
|
$48,555
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
467
shares
|
$48,348
0.0% of portfolio
|
Q1 2025
Added 15.31%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
441
shares
|
$45,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
440
shares
|
$45,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
408
shares
|
$42,240
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
400
shares
|
$41,412
0.01% of portfolio
|
Q2 2024
Reduced 44.06%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
400
shares
|
$41,412
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
373
shares
|
$38,616
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
367
shares
|
$37,995
0.07% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
359
shares
|
$37,167
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
350
shares
|
$36,235
0.01% of portfolio
|
Q2 2024
Reduced 45.48%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
344
shares
|
$35,614
0.01% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
335
shares
|
$34,682
0.01% of portfolio
|
Q2 2024
Reduced 47.24%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
294
shares
|
$30,437
0.0% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
273
shares
|
$28,263
0.02% of portfolio
|
Q1 2025
Added 228.92%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
263
shares
|
$27,228
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
259
shares
|
$26,814
0.02% of portfolio
|
Q3 2024
Reduced 78.31%
|