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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
55
shares
|
$7,028
0.0% of portfolio
|
Q4 2024
Reduced 65.63%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
51
shares
|
$6,517
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
50
shares
|
$6,389
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
47
shares
|
$6,006
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
46
shares
|
$5,878
0.0% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
44
shares
|
$5,622
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
43
shares
|
$5,494
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
42
shares
|
$5,367
0.0% of portfolio
|
Q2 2025
Reduced 78.24%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
40
shares
|
$5,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
40
shares
|
$5,111
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
35
shares
|
$4,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
32
shares
|
$4,089
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
30
shares
|
$3,833
0.0% of portfolio
|
Q2 2025
Added 114.29%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$3,322
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
25
shares
|
$3,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
24
shares
|
$3,066
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
23
shares
|
$2,939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
23
shares
|
$2,939
0.0% of portfolio
|
Q2 2025
Added 360.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
23
shares
|
$2,939
0.0% of portfolio
|
Q1 2022
Reduced 97.79%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
23
shares
|
$2,939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
20
shares
|
$2,555
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
15
shares
|
$1,916
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
12
shares
|
$1,533
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
11
shares
|
$1,405
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11
shares
|
$1,405
0.0% of portfolio
|
Q2 2023
New holding
|