Who Owns Bank of Montreal

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Bank of Montreal.

Who crossed 5% of BMO →

Managers holding

as of 2026-09-30

Reported value

$41.4M

summed across filings

Shares held

247.3K

Added vs trimmed

4 / 5

since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

Manager	Shares	Value	Since last quarter
Mn Services Vermogensbeheer B.V.COM202.4K shadded	202.4K	$33.9M	added
Dickmeyer Boyce Financial Management, Inc.COM6.6K shheld	6.6K	$1.1M	held
Farther Finance Advisors, LLCStock6K shadded	6K	$1M	added
Legacy Wealth Asset Management, LLCCOM5K shtrimmed	5K	$829.1K	trimmed
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM4.2K shheld	4.2K	$708.8K	held
Pacifica Partners Inc.COM3.7K shtrimmed	3.7K	$604.2K	trimmed
ROCKLAND TRUST COCOM3.2K shheld	3.2K	$542.4K	held
PARK NATIONAL CORP /OH/Com2.3K shheld	2.3K	$388.9K	held
Valeo Financial Advisors, LLCStock2.3K shadded	2.3K	$387.5K	added
WoodTrust Financial CorpCOMMON2.2K shheld	2.2K	$366K	held
RIVERSEDGE ADVISORS, LLCCOM1.5K shadded	1.5K	$256.9K	added
Applied Capital LLC/FLCOM1.2K shheld	1.2K	$203.2K	held
TOMPKINS FINANCIAL CORPCOM1K shheld	1K	$167.3K	held
Valeo Financial Advisors, LLCStock800 shtrimmed	800	$133.8K	trimmed
GAMMA Investing LLCCommon Stock742 shheld	742	$124.1K	held
Grove Bank & TrustCOM710 shheld	710	$118.7K	held
Olistico Wealth, LLCStock700 shheld	700	$117.1K	held
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock571 shtrimmed	571	$95.5K	trimmed
TOTH FINANCIAL ADVISORY CORPCOM500 shheld	500	$83.6K	held
EASTERN BANKCOM496 shheld	496	$83K	held
Retirement Wealth Solutions LLCCOM466 shtrimmed	466	$77.9K	trimmed
Bank & Trust CoCOM263 shheld	263	$44K	held
Trust CoStock193 shheld	193	$32.3K	held
ELEVATION WEALTH PARTNERS, LLCCOM79 shheld	79	$13.2K	held
STEPH & COCOM25 shheld	25	$4.2K	held
CoreCap Advisors, LLCStock12 shheld	12	$2K	held

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on BMO

Company overviewEverything on BMO in one place, with the price.SEC filingsWhat BMO's 8-Ks say happened: results, departures, auditor changes.Funds holding itWhich funds and ETFs hold BMO, and how big a bet.

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