BANK OF MONTREAL (BMO) Institutional Ownership

BMO is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.78M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Mairs & Power Growth Fund, which reported ownership valued at approximately $913,004 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Mairs & Power Growth Fund's BMO position is now estimated to be worth approximately $1.15M, representing an estimated gain of +25.49% since the filing period.

Major shareholders tracked on this page include Mairs & Power Growth Fund, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward BANK OF MONTREAL (BMO).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$1,777,03813,130
Q4 20253$23,058,969177,664
Q3 20253$33,892,503260,211
Q2 20253$23,997,086216,913
Q1 20253$5,333,08755,838
Q4 20242$1,013,88210,447
Q3 20242$1,002,12211,110
Q2 20242$1,054,83312,580
Q1 20243$1,224,167115,829
Q4 20232$1,197,37312,102
Q3 20232$1,107,94713,132
Q2 20232$1,068,09711,827