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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,313
shares
|
$410,679
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
3,286
shares
|
$407,332
0.05% of portfolio
|
Q4 2025
Added 10.9%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,278
shares
|
$406,340
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
3,243
shares
|
$402,002
0.02% of portfolio
|
Q4 2025
Added 11.06%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,204
shares
|
$397,167
0.07% of portfolio
|
Q3 2025
Added 53.08%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,186
shares
|
$394,936
0.02% of portfolio
|
Q3 2025
Added 38.82%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
3,174
shares
|
$393,449
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
3,167
shares
|
$392,581
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,164
shares
|
$392,209
0.03% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,140
shares
|
$389,234
0.0% of portfolio
|
Q3 2025
Added 12.14%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
3,131
shares
|
$388,118
0.02% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,125
shares
|
$387,375
0.01% of portfolio
|
Q3 2025
Added 12.29%
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,105
shares
|
$384,895
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,100
shares
|
$384,276
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,062
shares
|
$379,565
0.05% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Nov 04, 2025 Q3 2025 |
3,055
shares
|
$378,697
0.0% of portfolio
|
Q2 2025
Reduced 18.62%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
3,000
shares
|
$371,880
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
2,965
shares
|
$367,541
0.0% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
2,961
shares
|
$367,045
0.0% of portfolio
|
Q4 2025
Added 20.27%
|
|
|
Five Oceans Advisors
|
Jan 16, 2026 Q4 2025 |
2,938
shares
|
$364,194
0.16% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
2,920
shares
|
$361,963
0.12% of portfolio
|
Q2 2021
New holding
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
2,881
shares
|
$357,128
0.09% of portfolio
|
Q3 2023
Added 1.44%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,871
shares
|
$355,889
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
2,869
shares
|
$355,641
0.03% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
2,868
shares
|
$355,517
0.01% of portfolio
|
Q3 2025
Reduced 6.4%
|
|