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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
154
shares
|
$19,089
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
152
shares
|
$18,841
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
150
shares
|
$18,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
143
shares
|
$17,726
0.01% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
133
shares
|
$16,486
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
131
shares
|
$16,238
0.01% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
125
shares
|
$15,495
0.0% of portfolio
|
Q3 2020
Reduced 11.97%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
121
shares
|
$14,999
0.0% of portfolio
|
Q2 2025
Reduced 38.89%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
110
shares
|
$13,635
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
100
shares
|
$12,396
0.0% of portfolio
|
Q2 2025
Reduced 80.2%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
100
shares
|
$12,396
0.0% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
95
shares
|
$11,776
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
93
shares
|
$11,528
0.0% of portfolio
|
Q2 2025
Added 60.34%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
93
shares
|
$11,528
0.0% of portfolio
|
Q4 2025
Reduced 51.81%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
79
shares
|
$9,792
0.0% of portfolio
|
Q4 2024
Reduced 85.74%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
71
shares
|
$8,801
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
70
shares
|
$8,677
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
69
shares
|
$8,553
0.0% of portfolio
|
Q2 2025
Added 187.5%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
68
shares
|
$8,429
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
65
shares
|
$8,057
0.0% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
65
shares
|
$8,057
0.0% of portfolio
|
Q3 2025
Reduced 96.91%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
56
shares
|
$6,941
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
55
shares
|
$6,817
0.0% of portfolio
|
Q4 2024
Reduced 65.63%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
51
shares
|
$6,321
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 14, 2025 Q3 2025 |
50
shares
|
$6,198
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|