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 602 institutions that hold shares in the stock, with a total of 341 Million shares, which have been reported (via 13F filing form) to have a value of $32.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,194
shares
|
$5.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.92%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
56,719
shares
|
$5.4 Million
1.02% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
Value Partners Investments Inc.
|
Feb 21, 2025 Q4 2024 |
56,254
shares
|
$5.36 Million
3.18% of portfolio
|
Q4 2024
Reduced 92.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
55,745
shares
|
$5.31 Million
0.01% of portfolio
|
Q4 2024
Added 185.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
55,674
shares
|
$5.3 Million
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
54,531
shares
|
$5.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
53,615
shares
|
$5.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 30.55%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
53,208
shares
|
$5.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
52,757
shares
|
$5.03 Million
0.01% of portfolio
|
Q4 2024
Added 52.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
52,159
shares
|
$4.97 Million
0.06% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
51,933
shares
|
$4.95 Million
0.65% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
51,920
shares
|
$4.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.48%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
51,729
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
50,178
shares
|
$4.78 Million
0.01% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
49,433
shares
|
$4.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
46,418
shares
|
$4.42 Million
0.01% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
46,000
shares
|
$4.38 Million
0.0% of portfolio
|
Q4 2024
Added 34.38%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
45,836
shares
|
$4.37 Million
0.31% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
44,409
shares
|
$4.23 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pcj Investment Counsel Ltd.
|
Feb 07, 2025 Q4 2024 |
44,040
shares
|
$4.2 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
43,093
shares
|
$4.11 Million
0.09% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
42,543
shares
|
$4.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
42,332
shares
|
$4.03 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
39,738
shares
|
$3.79 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
38,885
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2024
Added 193.15%
|