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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
833,208
shares
|
$106 Million
0.02% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
806,945
shares
|
$103 Million
4.03% of portfolio
|
Q2 2025
Reduced 22.54%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Aug 14, 2025 Q2 2025 |
739,598
shares
|
$94.5 Million
0.5% of portfolio
|
Q2 2025
Added 18.31%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
716,881
shares
|
$91.6 Million
0.81% of portfolio
|
Q2 2025
New holding
|
|
|
Addenda Capital Inc.
|
Jul 17, 2025 Q2 2025 |
671,184
shares
|
$85.8 Million
3.64% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
640,284
shares
|
$81.8 Million
3.45% of portfolio
|
Q1 2025
Added 54.27%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
626,346
shares
|
$80 Million
0.14% of portfolio
|
Q2 2025
Added 35.01%
|
|
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
607,701
shares
|
$77.7 Million
5.26% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
606,948
shares
|
$77.6 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
598,593
shares
|
$76.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
585,236
shares
|
$74.8 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
544,477
shares
|
$69.6 Million
0.13% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
540,129
shares
|
$69 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
525,348
shares
|
$67.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Korea Investment Corp
Seoul, M5 |
Aug 13, 2025 Q2 2025 |
515,064
shares
|
$65.8 Million
0.13% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
510,282
shares
|
$65.2 Million
6.1% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
506,862
shares
|
$64.8 Million
4.54% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
492,128
shares
|
$62.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
464,564
shares
|
$59.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
453,070
shares
|
$57.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
433,739
shares
|
$55.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Aug 15, 2025 Q2 2025 |
418,739
shares
|
$53.5 Million
0.17% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
411,108
shares
|
$52.5 Million
0.05% of portfolio
|
Q2 2025
Added 166.34%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Aug 12, 2025 Q2 2025 |
406,500
shares
|
$51.9 Million
0.12% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
403,185
shares
|
$51.5 Million
0.03% of portfolio
|
Q2 2025
Added 6.06%
|