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 |
|---|---|---|---|---|---|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
4,508
shares
|
$558,811
0.38% of portfolio
|
Q1 2024
Added 114.67%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
4,505
shares
|
$558,439
0.09% of portfolio
|
Q1 2024
Added 9.74%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,478
shares
|
$555,092
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
4,476
shares
|
$554,844
0.12% of portfolio
|
Q3 2017
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
4,464
shares
|
$553,357
0.01% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
4,411
shares
|
$546,787
0.38% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
4,379
shares
|
$542,820
0.01% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
4,375
shares
|
$542,325
0.14% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
4,360
shares
|
$540,465
0.08% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,352
shares
|
$539,473
0.04% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
4,311
shares
|
$534,391
0.01% of portfolio
|
Q3 2025
Added 130.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
4,302
shares
|
$533,275
0.01% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
4,194
shares
|
$519,888
0.08% of portfolio
|
Q4 2025
Reduced 28.85%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
4,162
shares
|
$515,921
0.05% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
4,160
shares
|
$515,673
0.39% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,155
shares
|
$515,053
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
4,114
shares
|
$509,971
0.03% of portfolio
|
Q2 2022
Reduced 6.63%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,090
shares
|
$506,996
0.0% of portfolio
|
Q3 2025
Added 23.45%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,039
shares
|
$500,674
0.0% of portfolio
|
Q1 2025
Added 72.46%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,015
shares
|
$497,699
0.21% of portfolio
|
Q2 2024
Reduced 52.2%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
4,014
shares
|
$497,575
0.12% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2025 Q3 2025 |
4,003
shares
|
$496,211
0.13% of portfolio
|
Q1 2025
Added 36.85%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
4,000
shares
|
$495,840
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
3,854
shares
|
$477,741
0.12% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,839
shares
|
$475,882
0.05% of portfolio
|
Q2 2025
Reduced 20.5%
|
|