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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
49,668
shares
|
$5.61 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
49,304
shares
|
$5.57 Million
0.0% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
48,427
shares
|
$5.47 Million
0.01% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
47,229
shares
|
$5.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
46,941
shares
|
$5.31 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
45,195
shares
|
$5.11 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
44,232
shares
|
$5 Million
0.2% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
42,354
shares
|
$4.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
41,902
shares
|
$4.74 Million
0.2% of portfolio
|
Q1 2025
Added 2695.33%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
39,703
shares
|
$4.49 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
36,341
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
36,075
shares
|
$4.08 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
34,917
shares
|
$3.95 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
34,171
shares
|
$3.86 Million
0.01% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
33,626
shares
|
$3.8 Million
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
31,959
shares
|
$3.61 Million
0.67% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
31,900
shares
|
$3.61 Million
0.43% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
30,671
shares
|
$3.47 Million
0.09% of portfolio
|
Q1 2025
Added 499.75%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
30,644
shares
|
$3.46 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
30,023
shares
|
$3.39 Million
0.02% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
28,381
shares
|
$3.21 Million
1.18% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
27,944
shares
|
$3.16 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
26,647
shares
|
$3.01 Million
2.32% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
26,184
shares
|
$2.96 Million
0.02% of portfolio
|
Q4 2022
Reduced 62.58%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
25,819
shares
|
$2.92 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.02%
|