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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
498
shares
|
$63,639
0.0% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
441
shares
|
$56,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
440
shares
|
$56,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
420
shares
|
$53,671
0.01% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
408
shares
|
$52,138
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
400
shares
|
$51,116
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
400
shares
|
$51,116
0.04% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
383
shares
|
$48,943
0.0% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
367
shares
|
$46,898
0.07% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
352
shares
|
$44,982
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
350
shares
|
$44,726
0.01% of portfolio
|
Q2 2024
Reduced 45.48%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
350
shares
|
$44,726
0.01% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
335
shares
|
$42,809
0.01% of portfolio
|
Q2 2024
Reduced 47.24%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
279
shares
|
$35,653
0.01% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
266
shares
|
$33,992
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
263
shares
|
$33,608
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Aug 14, 2025 Q2 2025 |
260
shares
|
$33,225
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
259
shares
|
$33,097
0.02% of portfolio
|
Q3 2024
Reduced 78.31%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
250
shares
|
$31,947
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
223
shares
|
$28,497
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
211
shares
|
$26,963
0.0% of portfolio
|
Q3 2017
Reduced 70.32%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
196
shares
|
$25,046
0.0% of portfolio
|
Q2 2025
Added 15.29%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
188
shares
|
$24,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
181
shares
|
$23,129
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
178
shares
|
$22,746
0.01% of portfolio
|
Q3 2024
Reduced 31.27%
|