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 |
|---|---|---|---|---|---|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
8,080
shares
|
$1 Million
0.13% of portfolio
|
Q4 2025
Added 15.61%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
8,020
shares
|
$994,159
0.03% of portfolio
|
Q3 2025
Added 24.63%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,986
shares
|
$989,944
0.0% of portfolio
|
Q3 2025
Reduced 15.72%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
7,492
shares
|
$928,708
0.0% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
7,462
shares
|
$924,989
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
7,280
shares
|
$902,428
0.02% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Baskin Financial Services Inc.
|
Oct 09, 2025 Q3 2025 |
7,067
shares
|
$876,025
0.07% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,062
shares
|
$875,405
0.0% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
7,048
shares
|
$873,670
0.05% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
6,746
shares
|
$836,234
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Ti Trust, Inc
|
Jan 22, 2026 Q4 2025 |
6,692
shares
|
$829,540
0.52% of portfolio
|
Q3 2022
Added 2.14%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
6,664
shares
|
$826,069
0.05% of portfolio
|
Q4 2025
Added 52.88%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
6,506
shares
|
$806,483
0.01% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,467
shares
|
$801,649
0.0% of portfolio
|
Q3 2025
Added 229.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,444
shares
|
$798,798
0.01% of portfolio
|
Q3 2025
Added 35.89%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,400
shares
|
$793,344
0.14% of portfolio
|
Q2 2023
Added 4.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,397
shares
|
$792,972
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
6,373
shares
|
$789,997
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,230
shares
|
$772,270
0.0% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
6,169
shares
|
$764,709
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
6,079
shares
|
$753,552
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Yousif Capital Management, LLC
|
Jan 21, 2026 Q4 2025 |
6,051
shares
|
$750,081
0.01% of portfolio
|
Q4 2025
Reduced 26.93%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
6,026
shares
|
$746,982
0.02% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
5,975
shares
|
$740,661
0.08% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
5,741
shares
|
$711,654
0.04% of portfolio
|
Q3 2025
Reduced 2.16%
|
|