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 $37.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
68
shares
|
$7,686
0.0% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
65
shares
|
$7,346
0.0% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
64
shares
|
$7,233
0.0% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
63
shares
|
$7,120
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
58
shares
|
$6,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
58
shares
|
$6,555
0.0% of portfolio
|
Q4 2024
Added 34.88%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
56
shares
|
$6,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
55
shares
|
$6,216
0.0% of portfolio
|
Q4 2024
Reduced 65.63%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
51
shares
|
$5,764
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
50
shares
|
$5,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
50
shares
|
$5,651
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
49
shares
|
$5,538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
49
shares
|
$5,538
0.0% of portfolio
|
Q1 2025
Added 104.17%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
49
shares
|
$5,538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
47
shares
|
$5,312
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
44
shares
|
$4,973
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
43
shares
|
$4,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
43
shares
|
$4,860
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
41
shares
|
$4,634
0.0% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
40
shares
|
$4,521
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
40
shares
|
$4,521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
35
shares
|
$3,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
32
shares
|
$3,616
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
30
shares
|
$3,390
0.0% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
26
shares
|
$2,938
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|