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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
407
shares
|
$50,451
0.0% of portfolio
|
Q3 2025
Added 107.65%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
400
shares
|
$49,584
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
400
shares
|
$49,584
0.0% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
400
shares
|
$49,584
0.04% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
400
shares
|
$49,584
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
386
shares
|
$47,848
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
367
shares
|
$45,493
0.07% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
352
shares
|
$43,633
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
350
shares
|
$43,386
0.01% of portfolio
|
Q2 2024
Reduced 45.48%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
348
shares
|
$43,138
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
335
shares
|
$41,526
0.01% of portfolio
|
Q2 2024
Reduced 47.24%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
323
shares
|
$40,039
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
272
shares
|
$33,717
0.0% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
263
shares
|
$32,601
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
262
shares
|
$32,477
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
254
shares
|
$31,485
0.02% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
250
shares
|
$30,990
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
238
shares
|
$29,502
0.0% of portfolio
|
Q3 2025
Added 466.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
215
shares
|
$26,651
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
211
shares
|
$26,155
0.0% of portfolio
|
Q3 2017
Reduced 70.32%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
193
shares
|
$23,924
0.0% of portfolio
|
Q4 2025
Added 2.66%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
181
shares
|
$22,436
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
180
shares
|
$22,312
0.01% of portfolio
|
Q3 2025
Added 36.36%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
178
shares
|
$22,064
0.02% of portfolio
|
Q3 2024
Reduced 31.27%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
173
shares
|
$21,445
0.0% of portfolio
|
Q4 2024
Reduced 16.02%
|
|