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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $1,777,038 | 13,130 |
| Q4 2025 | 3 | $23,058,969 | 177,664 |
| Q3 2025 | 3 | $33,892,503 | 260,211 |
| Q2 2025 | 3 | $23,997,086 | 216,913 |
| Q1 2025 | 3 | $5,333,087 | 55,838 |
| Q4 2024 | 2 | $1,013,882 | 10,447 |
| Q3 2024 | 2 | $1,002,122 | 11,110 |
| Q2 2024 | 2 | $1,054,833 | 12,580 |
| Q1 2024 | 3 | $1,224,167 | 115,829 |
| Q4 2023 | 2 | $1,197,373 | 12,102 |
| Q3 2023 | 2 | $1,107,947 | 13,132 |
| Q2 2023 | 2 | $1,068,097 | 11,827 |
Related BMO Institutional Insights:
- BMO Institutional Ownership & Insiders Activity
- BMO Institutional Ownership & 13F Activity
- BMO Top Institutional Shareholders
- BMO Institutional Buying Activity
- BMO Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BMO Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings