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 |
|---|---|---|---|---|---|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
640,284
shares
|
$72.4 Million
3.45% of portfolio
|
Q1 2025
Added 54.27%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
634,805
shares
|
$71.8 Million
0.35% of portfolio
|
Q1 2025
Reduced 35.28%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
May 14, 2025 Q1 2025 |
625,140
shares
|
$70.7 Million
0.39% of portfolio
|
Q1 2025
Added 37.86%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
598,593
shares
|
$67.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
570,798
shares
|
$64.5 Million
0.01% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
563,083
shares
|
$63.6 Million
4.49% of portfolio
|
Q1 2025
Added 57.76%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
545,351
shares
|
$61.6 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
510,412
shares
|
$57.7 Million
0.12% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
506,862
shares
|
$57.3 Million
4.54% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
506,324
shares
|
$57.2 Million
5.64% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
493,213
shares
|
$55.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
487,826
shares
|
$55.1 Million
0.18% of portfolio
|
Q1 2025
Reduced 25.74%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
477,649
shares
|
$54 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
464,762
shares
|
$52.5 Million
0.01% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
464,123
shares
|
$52.5 Million
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
463,940
shares
|
$52.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Korea Investment Corp
Seoul, M5 |
May 14, 2025 Q1 2025 |
459,216
shares
|
$51.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
432,150
shares
|
$48.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 51.04%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
430,568
shares
|
$48.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 13, 2025 Q1 2025 |
418,739
shares
|
$47.3 Million
0.16% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
398,858
shares
|
$45.1 Million
0.04% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
397,100
shares
|
$44.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
380,139
shares
|
$43 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
374,594
shares
|
$42.3 Million
3.49% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
352,524
shares
|
$39.8 Million
0.01% of portfolio
|
Q1 2025
Added 8.71%
|