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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
81,214
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
80,732
shares
|
$10 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
75,873
shares
|
$9.41 Million
0.22% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
75,352
shares
|
$9.34 Million
0.29% of portfolio
|
Q3 2025
Reduced 21.69%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
69,212
shares
|
$8.58 Million
0.0% of portfolio
|
Q3 2025
Added 32.7%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
65,889
shares
|
$8.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
65,816
shares
|
$8.16 Million
0.01% of portfolio
|
Q3 2025
Added 20.23%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
62,297
shares
|
$7.72 Million
0.01% of portfolio
|
Q3 2025
Added 28.56%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
60,937
shares
|
$7.55 Million
2.61% of portfolio
|
Q3 2025
Added 859.94%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
59,377
shares
|
$7.36 Million
0.37% of portfolio
|
Q4 2024
Added 33446.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,194
shares
|
$7.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.92%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
58,693
shares
|
$7.28 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
57,189
shares
|
$7.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
56,127
shares
|
$6.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
52,417
shares
|
$6.5 Million
0.06% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
52,415
shares
|
$6.5 Million
0.01% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
51,381
shares
|
$6.37 Million
1.13% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
51,015
shares
|
$6.32 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
50,923
shares
|
$6.31 Million
0.01% of portfolio
|
Q3 2025
Added 19.31%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
50,847
shares
|
$6.3 Million
1.04% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
50,308
shares
|
$6.24 Million
0.77% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Pcj Investment Counsel Ltd.
|
Nov 13, 2025 Q3 2025 |
47,570
shares
|
$5.9 Million
2.22% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
45,968
shares
|
$5.7 Million
0.0% of portfolio
|
Q3 2025
Added 161.78%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Oct 16, 2025 Q3 2025 |
45,580
shares
|
$5.65 Million
0.21% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
45,568
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.17%
|
|