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 $33.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
13,902
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2024
Added 31.36%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
13,834
shares
|
$1.34 Million
0.29% of portfolio
|
Q1 2024
Added 0.73%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
13,691
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
13,506
shares
|
$1.31 Million
0.23% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
13,162
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 11345.22%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
12,876
shares
|
$1.25 Million
0.23% of portfolio
|
Q3 2024
Added 21.44%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
12,858
shares
|
$1.25 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
12,832
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
12,813
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Feb 14, 2025 Q4 2024 |
12,742
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 50.19%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
12,480
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Sig North Trading, Ulc
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,368
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 88.41%
|
|
|
Candriam S.C.A.
|
Feb 06, 2025 Q4 2024 |
12,007
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 45.75%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
11,753
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,674
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2023
Added 0.46%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
11,598
shares
|
$1.13 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
11,531
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 29.39%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
11,508
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.81%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
11,418
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
11,327
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.34%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
11,080
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,916
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
10,872
shares
|
$1.05 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
10,855
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
10,829
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 21.76%
|