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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
173
shares
|
$22,107
0.0% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
164
shares
|
$20,957
0.0% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
159
shares
|
$20,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
152
shares
|
$19,424
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
150
shares
|
$19,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
144
shares
|
$18,401
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
143
shares
|
$18,273
0.01% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
132
shares
|
$16,868
0.0% of portfolio
|
Q2 2025
Reduced 61.63%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
131
shares
|
$16,740
0.01% of portfolio
|
Q2 2025
Reduced 87.79%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
130
shares
|
$16,612
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
126
shares
|
$16,101
0.0% of portfolio
|
Q4 2024
Reduced 87.85%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
125
shares
|
$15,973
0.0% of portfolio
|
Q3 2020
Reduced 11.97%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
121
shares
|
$15,462
0.0% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
120
shares
|
$15,334
0.01% of portfolio
|
Q1 2025
Reduced 21.57%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
110
shares
|
$14,056
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
100
shares
|
$12,779
0.0% of portfolio
|
Q2 2025
Reduced 80.2%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
95
shares
|
$12,140
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
93
shares
|
$11,884
0.0% of portfolio
|
Q2 2025
Added 60.34%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
91
shares
|
$11,628
0.0% of portfolio
|
Q2 2025
Added 121.95%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
79
shares
|
$10,095
0.0% of portfolio
|
Q4 2024
Reduced 85.74%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
71
shares
|
$9,073
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
69
shares
|
$8,817
0.0% of portfolio
|
Q2 2025
Added 187.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
65
shares
|
$8,306
0.0% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
63
shares
|
$8,050
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
56
shares
|
$7,156
0.0% of portfolio
|
Q4 2024
New holding
|