BANK OF MONTREAL (BMO) Institutional Ownership and Insiders Activity
BANK OF MONTREAL (BMO) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $2.05M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $1.14M in BMO holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$2.05M
Largest Holder
Sequoia Financial Advisors
Largest Position
$1.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$1.14M
- Mairs & Power Growth Fund$913,004
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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