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 679 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 |
|---|---|---|---|---|---|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
2,064
shares
|
$255,853
0.01% of portfolio
|
Q4 2024
Added 30.81%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,063
shares
|
$255,729
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,053
shares
|
$254,489
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,026
shares
|
$251,142
0.01% of portfolio
|
Q3 2025
Added 35.07%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
2,013
shares
|
$249,531
0.01% of portfolio
|
Q3 2022
Added 2.55%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
2,005
shares
|
$248,539
0.02% of portfolio
|
Q4 2025
Added 7.45%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$247,920
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$247,920
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,994
shares
|
$247,176
0.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
1,981
shares
|
$245,564
0.13% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 15, 2026 Q4 2025 |
1,975
shares
|
$244,821
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
1,932
shares
|
$239,490
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,925
shares
|
$238,623
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Jan 21, 2026 Q4 2025 |
1,918
shares
|
$237,755
0.06% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
1,907
shares
|
$236,391
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,897
shares
|
$235,152
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
1,876
shares
|
$232,548
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,871
shares
|
$231,929
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
1,870
shares
|
$231,805
0.01% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,832
shares
|
$227,094
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
1,831
shares
|
$226,970
0.0% of portfolio
|
Q3 2025
Reduced 28.56%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
1,813
shares
|
$224,739
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,807
shares
|
$223,995
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
1,794
shares
|
$222,384
0.0% of portfolio
|
Q4 2025
Reduced 34.41%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
1,787
shares
|
$221,516
0.01% of portfolio
|
Q3 2025
New holding
|
|