Bank of Montreal — Institutional Ownership
Which tracked institutions hold BMO, and how they changed the position last quarter. Latest holdings as of Sep 30, 2026. Source: SEC 13-F filings.
11
Funds holding
$141569841
Total value held
Buying
4 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Bank Of New York Mellon Corp | $130739515 | 739895 | +29633 | +4.17% |
| 2 | Ameriprise Financial Inc | $8321779 | 41854 | +41854 | NEW BUY |
| 3 | Old National Bancorp /In/ | $551423 | 3297 | -83 | -2.46% |
| 4 | First Business Financial Services, Inc. | $492110 | 2785 | — | Held |
| 5 | First Merchants Corp | $454251 | 2716 | — | Held |
| 6 | Park National Corp /Oh/ | $388856 | 2325 | — | Held |
| 7 | Hilltop Holdings Inc. | $368950 | 2088 | -360 | -14.71% |
| 8 | Tompkins Financial Corp | $167250 | 1000 | — | Held |
| 9 | Zions Bancorporation, National Association /Ut/ | $49123 | 278 | +278 | NEW BUY |
| 10 | First Horizon Corp | $36577 | 207 | +207 | NEW BUY |
| 11 | 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.