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 675 institutions that hold shares in the stock, with a total of 361 Million shares, which have been reported (via 13F filing form) to have a value of $44.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
43
shares
|
$5,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
40
shares
|
$4,958
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
40
shares
|
$4,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
37
shares
|
$4,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
32
shares
|
$3,966
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
27
shares
|
$3,346
0.0% of portfolio
|
Q3 2025
Added 17.39%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
26
shares
|
$3,222
0.0% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
25
shares
|
$3,099
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
24
shares
|
$2,975
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
24
shares
|
$2,975
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
23
shares
|
$2,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
23
shares
|
$2,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
23
shares
|
$2,851
0.0% of portfolio
|
Q1 2022
Reduced 97.79%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
20
shares
|
$2,479
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
19
shares
|
$2,355
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
15
shares
|
$1,859
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
14
shares
|
$1,735
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
12
shares
|
$1,487
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
12
shares
|
$1,487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
12
shares
|
$1,487
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
11
shares
|
$1,363
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
8
shares
|
$991
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
6
shares
|
$743
0.0% of portfolio
|
Q1 2025
Reduced 93.75%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
6
shares
|
$743
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
6
shares
|
$743
0.0% of portfolio
|
Q3 2025
New holding
|
|