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 |
|---|---|---|---|---|---|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,622
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2025
Added 108.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
19,492
shares
|
$2.42 Million
0.04% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
18,858
shares
|
$2.34 Million
0.95% of portfolio
|
Q4 2025
New holding
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
18,858
shares
|
$2.34 Million
0.91% of portfolio
|
Q3 2025
Reduced 33.55%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
18,611
shares
|
$2.31 Million
0.24% of portfolio
|
Q3 2025
Reduced 35.85%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,445
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 778.33%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
18,419
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
17,700
shares
|
$2.19 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
17,671
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
17,668
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
17,579
shares
|
$2.18 Million
0.05% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
17,397
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
17,223
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
17,135
shares
|
$2.12 Million
0.35% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
16,805
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
16,220
shares
|
$2.01 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
16,109
shares
|
$2 Million
0.06% of portfolio
|
Q3 2025
Added 38.24%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
15,835
shares
|
$1.96 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
15,700
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 28.43%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
15,553
shares
|
$1.93 Million
0.04% of portfolio
|
Q4 2025
Added 43.36%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,500
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,385
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
15,321
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 29.77%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
15,229
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
15,179
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2021
Reduced 4.6%
|
|