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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
3,779
shares
|
$468,444
0.04% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,725
shares
|
$461,751
0.01% of portfolio
|
Q3 2025
Added 42.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
3,715
shares
|
$460,511
0.01% of portfolio
|
Q4 2025
Added 41.42%
|
|
|
Quilter PLC
|
Jan 21, 2026 Q4 2025 |
3,710
shares
|
$459,891
0.01% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
3,710
shares
|
$459,891
0.04% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
3,700
shares
|
$458,652
0.04% of portfolio
|
Q4 2021
Added 37.04%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,700
shares
|
$458,652
0.01% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
3,635
shares
|
$450,594
0.01% of portfolio
|
Q3 2025
Added 10.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,577
shares
|
$443,404
0.0% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
3,558
shares
|
$441,049
0.06% of portfolio
|
Q4 2023
Reduced 3.18%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
3,552
shares
|
$440,305
0.01% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,548
shares
|
$439,810
0.0% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
3,543
shares
|
$439,190
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
3,500
shares
|
$433,860
0.13% of portfolio
|
Q3 2020
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,465
shares
|
$429,521
0.05% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
3,461
shares
|
$429,025
0.12% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
3,459
shares
|
$428,777
0.01% of portfolio
|
Q3 2025
Added 22.7%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,426
shares
|
$424,686
0.0% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
3,425
shares
|
$424,563
0.12% of portfolio
|
Q1 2025
Reduced 21.26%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
3,419
shares
|
$423,819
0.01% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,403
shares
|
$421,835
0.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,391
shares
|
$420,348
0.09% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
3,352
shares
|
$415,513
0.03% of portfolio
|
Q3 2025
Reduced 96.78%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
3,319
shares
|
$411,423
0.08% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
3,317
shares
|
$411,175
0.02% of portfolio
|
Q1 2025
Reduced 2.65%
|
|