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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,460
shares
|
$304,941
0.17% of portfolio
|
Q2 2022
Added 0.12%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
2,412
shares
|
$298,991
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
2,394
shares
|
$296,760
0.01% of portfolio
|
Q4 2025
Added 0.72%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,389
shares
|
$296,140
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,369
shares
|
$293,661
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
2,342
shares
|
$290,314
0.02% of portfolio
|
Q4 2025
Reduced 18.03%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,336
shares
|
$289,570
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,328
shares
|
$288,578
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
2,328
shares
|
$288,578
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
2,325
shares
|
$288,207
0.01% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,299
shares
|
$284,984
0.02% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,270
shares
|
$281,389
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,262
shares
|
$280,397
0.02% of portfolio
|
Q3 2024
Reduced 33.7%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,249
shares
|
$278,786
0.0% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
2,241
shares
|
$277,794
0.06% of portfolio
|
Q4 2025
Reduced 22.13%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
2,225
shares
|
$275,811
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,218
shares
|
$274,943
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
2,203
shares
|
$273,083
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,202
shares
|
$272,959
0.01% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,194
shares
|
$271,968
0.0% of portfolio
|
Q3 2025
Reduced 79.35%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,162
shares
|
$268,001
0.01% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
2,128
shares
|
$263,786
0.01% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,121
shares
|
$262,919
0.0% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
2,103
shares
|
$260,687
0.06% of portfolio
|
Q4 2025
Reduced 23.16%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
2,075
shares
|
$257,217
0.06% of portfolio
|
Q2 2025
New holding
|
|