Bank of Montreal — Institutional Ownership
Which tracked institutions hold BMO, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
7
Funds holding
$105499114
Total value held
Buying
3 added/new · 1 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | $96126880 | 710262 | -28711 | -3.89% |
| 2 | Ameriprise Financial Inc | $7981744 | 50792 | +6107 | +13.67% |
| 3 | First Business Financial Services, Inc. | $376922 | 2785 | +323 | +13.12% |
| 4 | First Merchants Corp | $367583 | 2716 | — | Held |
| 5 | Hilltop Holdings Inc. | $331312 | 2448 | +151 | +6.57% |
| 6 | Park National Corp /Oh/ | $314666 | 2325 | — | Held |
| 7 | Community Financial System, Inc. | $7 | 100 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.