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 $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
19,009
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
18,463
shares
|
$1.91 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
18,153
shares
|
$1.88 Million
0.06% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
17,965
shares
|
$1.86 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
17,417
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.5%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
17,384
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
17,363
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 121.66%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
17,200
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
16,440
shares
|
$1.7 Million
0.08% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
15,933
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
15,461
shares
|
$1.6 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,385
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
15,214
shares
|
$1.58 Million
0.29% of portfolio
|
Q1 2025
Added 31.18%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
15,179
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2021
Reduced 4.6%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
15,087
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
14,664
shares
|
$1.52 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
14,442
shares
|
$1.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
14,254
shares
|
$1.48 Million
0.19% of portfolio
|
Q1 2025
Added 237.37%
|
|
|
Spartan Fund Management Inc.
|
Feb 14, 2025 Q4 2024 |
14,200
shares
|
$1.47 Million
8.62% of portfolio
|
Q4 2024
New holding
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
14,023
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
14,000
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
13,834
shares
|
$1.43 Million
0.28% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
13,550
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
13,426
shares
|
$1.39 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
13,403
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Added 16.47%
|