BMO · Company research
Bank of Montreal (BMO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 167250000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2325 | 388856000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Valeo Financial Advisors, LLC | 1722641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2223 | 392815 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| LOUISBOURG INVESTMENTS INC. | 2053050 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8422 | 1485674 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Busey Bank | 1427202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5600 | 989520 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mn Services Vermogensbeheer B.V. | 1666940 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200613 | 35445 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 460739 | 81347804 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PUZO MICHAEL J | 1053914 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500 | 618450 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Crescent Grove Advisors, LLC | 1713520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3839 | 678351 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| SWISS RE LTD | 1519921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2149 | 379669 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| QUADRANT CAPITAL GROUP LLC | 1650717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22781 | 4025403 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BAROMETER CAPITAL MANAGEMENT INC. | 1536890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42500 | 10579542 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GREENLEAF TRUST | 1162170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 964 | 170339 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22100 | 3905070 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIGNA INVESTMENTS INC /NEW | 49969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12663 | 2237 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| PARK NATIONAL CORP /OH/ | 805676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2325 | 410828 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 4064 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 394 | 69599 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20083 | 3549406 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Dixon Mitchell Investment Counsel Inc. | 1993485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2409 | 425631 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BRIDGES INVESTMENT MANAGEMENT INC | 1007295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 353400 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8547687 | 2142648700 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 417 | 73684 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TIAA Wealth Investment Management LLC | 2124867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143 | 25179 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233 | 41171 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| First Business Financial Services, Inc. | 1521951 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2785 | 492110 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| TD PRIVATE CLIENT WEALTH LLC | 1551017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88 | 15550 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 207 | 36577 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| GILL CAPITAL PARTNERS, LLC | 729563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2412 | 426200 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| Argent Trust Co | 1625292 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1417 | 250384 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 412132 | 72823724 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ellenbecker Investment Group | 1731497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4548 | 803794 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2203 | 298154 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Oslo Pensjonsforsikring AS | 1828808 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1700 | 300352 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| BAYBAN | 2110649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 489 | 86406 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3814 | 673999 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AGF MANAGEMENT LTD | 1003518 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 408424 | 72187304 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 749044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8770 | 1549677 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11021 | 1945 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5420 | 958 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 869353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4238 | 748855 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4241 | 749385 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| North Star Investment Management Corp. | 1342857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2425 | 428556 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Rempart Asset Management Inc. | 1844571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 174264 | 30739558 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Turn8 Private Wealth Inc. | 2070026 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11300 | 1993280 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 554 | 98 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Plato Investment Management Ltd | 1984475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26449 | 4645679 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Private Wealth Asset Management, LLC | 1883006 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 2120 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76015 | 13430611 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 837 | 147899 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ironwood Investment Counsel, LLC | 1330463 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1605 | 283603 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Venturi Wealth Management, LLC | 1666363 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1654 | 292262 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Canoe Financial LP | 1908219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1336 | 235900 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| FIRST MERCHANTS CORP | 712534 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2716 | 479917 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Legacy Financial Advisors, Inc. | 1730810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3772 | 666512 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3447 | 609085 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Madison Asset Management, LLC | 1299351 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1702 | 300743 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Harbour Trust & Investment Management Co | 2003557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3205 | 566324 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Bank & Trust Co | 2026082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 263 | 46472 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| MANNING & NAPIER ADVISORS LLC | 62039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34938 | 6173545 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kepler Cheuvreux (Suisse) SA | 2096459 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35127 | 8805284 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 882928 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5671 | 1002066 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| COZAD ASSET MANAGEMENT INC | 709428 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2488 | 439630 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1575 | 278303 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Hilltop Holdings Inc. | 1265131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2088 | 368950 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIRST AMERICAN BANK | 1291422 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9297 | 1642779 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 596 | 105313 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Mediolanum International Funds Ltd | 2022028 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14595 | 2568970 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Rathbones Group PLC | 1351991 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41636 | 7356248 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Toronto Dominion Bank | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 308857 | 54509000000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| HILLTOP HOLDINGS INC. | 1265131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2088 | 368950000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2325 | 410828000 | — | — | — | Jul 15, 2026 | SEC_13F_HR |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2400 | 424080 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93210 | 16468688 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Cardinal Capital Management, Inc. | 1518235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 999266 | 176267018 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Indiana Trust & Investment Management Co | 1356407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130 | 22971 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209653 | 37042333 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 109380 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 278 | 49123 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Operose Advisors LLC | 1909750 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1606 | 283781 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 354 | 62552 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.