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 |
|---|---|---|---|---|---|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
88,493
shares
|
$11.3 Million
1.27% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
84,623
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2025
Added 1102.2%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
84,271
shares
|
$10.8 Million
0.01% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
81,172
shares
|
$10.4 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
68,791
shares
|
$8.79 Million
0.17% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
68,101
shares
|
$8.7 Million
0.01% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
66,545
shares
|
$8.5 Million
0.01% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
62,546
shares
|
$7.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
60,021
shares
|
$7.67 Million
0.45% of portfolio
|
Q2 2025
Reduced 74.7%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
59,377
shares
|
$7.59 Million
0.37% of portfolio
|
Q4 2024
Added 33446.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,194
shares
|
$7.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.92%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
58,548
shares
|
$7.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 81.89%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
58,087
shares
|
$7.42 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
54,810
shares
|
$7 Million
1.08% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
54,744
shares
|
$7 Million
0.01% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
54,698
shares
|
$6.99 Million
0.16% of portfolio
|
Q2 2025
Reduced 71.0%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
52,488
shares
|
$6.71 Million
1.04% of portfolio
|
Q2 2025
Added 32.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
52,195
shares
|
$6.67 Million
0.06% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
52,156
shares
|
$6.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
51,858
shares
|
$6.63 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
51,021
shares
|
$6.52 Million
0.25% of portfolio
|
Q2 2025
Added 108.65%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
50,983
shares
|
$6.52 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
50,678
shares
|
$6.48 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.18%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
48,745
shares
|
$6.23 Million
0.24% of portfolio
|
Q2 2025
Reduced 29.17%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
48,457
shares
|
$6.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.72%
|