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 679 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 |
|---|---|---|---|---|---|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
5,682
shares
|
$704,340
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,670
shares
|
$702,853
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,655
shares
|
$700,993
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,584
shares
|
$692,192
0.02% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
5,540
shares
|
$686,738
0.39% of portfolio
|
Q3 2025
Reduced 22.81%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
5,485
shares
|
$679,920
0.16% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,479
shares
|
$679,176
0.06% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,458
shares
|
$676,573
0.01% of portfolio
|
Q3 2025
Added 19.75%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,321
shares
|
$659,591
0.0% of portfolio
|
Q3 2025
Added 74.52%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,256
shares
|
$651,533
0.05% of portfolio
|
Q2 2025
Reduced 26.45%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Nov 13, 2025 Q3 2025 |
5,169
shares
|
$640,749
0.0% of portfolio
|
Q3 2025
Added 120.14%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,155
shares
|
$639,013
0.31% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,086
shares
|
$630,460
0.0% of portfolio
|
Q2 2023
Reduced 33.11%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
5,043
shares
|
$625,130
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,968
shares
|
$615,833
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
4,873
shares
|
$604,057
0.01% of portfolio
|
Q4 2025
Added 11.08%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,839
shares
|
$599,842
0.01% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
4,794
shares
|
$594,264
0.01% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
4,764
shares
|
$590,545
0.02% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
4,636
shares
|
$574,678
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
4,634
shares
|
$574,430
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,594
shares
|
$569,472
0.01% of portfolio
|
Q2 2025
Reduced 65.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,572
shares
|
$566,745
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
4,569
shares
|
$566,373
0.02% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,542
shares
|
$563,026
0.0% of portfolio
|
Q3 2025
Added 28.23%
|
|