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 |
|---|---|---|---|---|---|
|
Genus Capital Management Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
27,391
shares
|
$3.4 Million
0.41% of portfolio
|
Q3 2025
Added 56.48%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
27,164
shares
|
$3.37 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
26,979
shares
|
$3.34 Million
2.15% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
26,239
shares
|
$3.25 Million
0.08% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
26,184
shares
|
$3.25 Million
0.02% of portfolio
|
Q4 2022
Reduced 62.58%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
24,715
shares
|
$3.06 Million
0.02% of portfolio
|
Q4 2025
Reduced 21.8%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
24,637
shares
|
$3.05 Million
0.05% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
24,130
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
23,993
shares
|
$2.97 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 13, 2025 Q3 2025 |
23,701
shares
|
$2.94 Million
0.02% of portfolio
|
Q1 2024
Reduced 45.89%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
23,515
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
22,807
shares
|
$2.83 Million
0.1% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
22,655
shares
|
$2.81 Million
0.99% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
22,641
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
22,609
shares
|
$2.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
22,573
shares
|
$2.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 55.76%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
22,450
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
22,213
shares
|
$2.75 Million
0.04% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
22,000
shares
|
$2.73 Million
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
21,803
shares
|
$2.7 Million
0.01% of portfolio
|
Q3 2025
Added 185.45%
|
|
|
Assenagon Asset Management S.A.
|
Jan 09, 2026 Q4 2025 |
21,735
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2025
Reduced 6.34%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
21,627
shares
|
$2.68 Million
0.2% of portfolio
|
Q3 2025
Added 59.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
21,318
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 20, 2026 Q4 2025 |
21,295
shares
|
$2.64 Million
0.21% of portfolio
|
Q4 2025
Reduced 63.72%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
20,626
shares
|
$2.56 Million
0.03% of portfolio
|
Q3 2025
Added 12.78%
|
|