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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
2,844
shares
|
$352,542
0.27% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,837
shares
|
$351,674
0.03% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,815
shares
|
$348,947
0.03% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,802
shares
|
$347,335
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
2,789
shares
|
$345,724
0.04% of portfolio
|
Q3 2025
Reduced 40.15%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,772
shares
|
$343,617
0.01% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,758
shares
|
$341,881
0.01% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,749
shares
|
$340,766
0.01% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
2,740
shares
|
$339,650
0.01% of portfolio
|
Q4 2025
Reduced 17.35%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
2,716
shares
|
$336,675
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
2,682
shares
|
$332,460
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
2,640
shares
|
$327,254
0.08% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
2,636
shares
|
$326,758
0.03% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,635
shares
|
$326,634
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
2,619
shares
|
$324,651
0.0% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2,609
shares
|
$323,411
0.01% of portfolio
|
Q3 2025
Added 44.46%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,608
shares
|
$323,287
0.01% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,599
shares
|
$322,172
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,557
shares
|
$316,965
0.04% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,542
shares
|
$315,106
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
2,512
shares
|
$311,387
0.04% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$309,900
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 21, 2026 Q4 2025 |
2,500
shares
|
$309,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$309,900
0.01% of portfolio
|
Q4 2021
Reduced 16.67%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
2,492
shares
|
$308,908
0.03% of portfolio
|
Q1 2025
New holding
|
|