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 680 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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
10,064
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,816
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 25.07%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,766
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
9,692
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
9,671
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2022
Reduced 2.05%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
9,635
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
9,618
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2025
Added 47.88%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
9,480
shares
|
$1.18 Million
0.16% of portfolio
|
Q3 2025
Reduced 65.9%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
9,371
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
First American Bank
Dundee, IL |
Jan 20, 2026 Q4 2025 |
9,360
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2023
Reduced 15.8%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
9,350
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
9,168
shares
|
$1.14 Million
0.43% of portfolio
|
Q4 2025
Reduced 24.42%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
9,146
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
8,729
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
8,593
shares
|
$1.07 Million
0.12% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
8,590
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
8,582
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
8,543
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 16, 2026 Q4 2025 |
8,400
shares
|
$1.04 Million
0.22% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
8,367
shares
|
$1.04 Million
0.75% of portfolio
|
Q3 2025
Added 45.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
8,347
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
8,207
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 290.81%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
8,174
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
8,164
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,103
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 11.72%
|
|