Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 199.44 K | $15.06 M | 8.90% | 2.71% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 181.94 K | $13.20 M | -6.26% | 2.47% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 07/23/2026 | 75.21 K | $5.46 M | 0.43% | 1.02% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 52.73 K | $3.83 M | -0.10% | 0.72% |
| CITADEL ADVISORS LLC | 09/02/2026 | 47.82 K | $3.47 M | 7.57% | 0.65% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 41.27 K | $3.00 M | 46.56% | 0.56% |
| HRT FINANCIAL LP | 08/14/2026 | 41.15 K | $2.99 M | -50.82% | 0.56% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 40.58 K | $2.95 M | 70.59% | 0.55% |
| GTS SECURITIES LLC | 08/14/2026 | 36.71 K | $2.66 M | -5.87% | 0.50% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 28.39 K | $2.06 M | 7.68% | 0.39% |
| HBW ADVISORY SERVICES LLC | 07/16/2026 | 25.61 K | $1.86 M | 2.64% | 0.35% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 24.73 K | $1.79 M | 0.91% | 0.34% |
| ETHOS CAPITAL MANAGEMENT, INC. | 07/16/2026 | 22.41 K | $1.63 M | -27.33% | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 21.00 K | $1.52 M | 100.00% | 0.29% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 18.21 K | $1.32 M | 4.35% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 17.50 K | $1.27 M | -52.19% | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 16.70 K | $1.21 M | -58.25% | 0.23% |
| LPL FINANCIAL LLC | 08/07/2026 | 13.65 K | $990.94 K | -0.12% | 0.19% |
| VESTGEN ADVISORS, LLC | 08/11/2026 | 13.48 K | $978.31 K | -4.14% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 12.44 K | $903.04 K | -10.44% | 0.17% |
| ROYAL BANK OF CANADA | 08/14/2026 | 10.04 K | $728.00 K | -15.23% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 9.85 K | $714.91 K | 100.00% | 0.13% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 9.82 K | $712.88 K | 8.45% | 0.13% |
| BELVEDERE TRADING LLC | 07/31/2026 | 8.50 K | $616.93 K | 100.00% | 0.12% |
| MARINER, LLC | 08/13/2026 | 7.76 K | $563.00 K | -95.72% | 0.11% |
| RHODES INVESTMENT ADVISORS INC /ADV | 07/28/2026 | 6.93 K | $502.69 K | 3.74% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 6.10 K | $442.74 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 5.30 K | $384.67 K | -5.36% | 0.07% |
| CREATIVE PLANNING | 08/13/2026 | 3.52 K | $255.26 K | 0.00% | 0.05% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 3.40 K | $246.77 K | -26.09% | 0.05% |
| BAWA N MALLICK TRUST | 08/14/2026 | 3.00 K | $217.74 K | 100.00% | 0.04% |
| IFP ADVISORS, INC | 07/20/2026 | 2.70 K | $196.11 K | -1.21% | 0.04% |
| BELVEDERE TRADING LLC | 07/31/2026 | 2.05 K | $149.01 K | 100.00% | 0.03% |
| UBS GROUP AG | 08/13/2026 | 1.60 K | $116.06 K | 18.44% | 0.02% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 619 | $44.93 K | 0.00% | 0.01% |
| BELVEDERE TRADING LLC | 07/31/2026 | 600 | $43.55 K | 100.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 213 | $15.46 K | 0.00% | 0.00% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 200 | $14.52 K | 100.00% | 0.00% |
| GLEN EAGLE ADVISORS, LLC | 08/14/2026 | 200 | $14.52 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 192 | $13.94 K | 0.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 100 | $7.26 K | -71.35% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 100 | $7.26 K | 100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 60 | $4.27 K | 100.00% | 0.00% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 08/06/2026 | 21 | $1.52 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 14 | $1.02 K | 0.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 07/24/2026 | 0 | $0 | -100.00% | 0.00% |
| KINGSWOOD WEALTH ADVISORS, LLC | 07/27/2026 | 0 | $0 | -100.00% | 0.00% |
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Bank of Montreal institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 199,444
ADVISOR GROUP HOLDINGS, INC.: 181,937
Capital Investment Advisory Services, LLC: 75,213
INDEPENDENT FINANCIAL GROUP, LLC: 52,731
CITADEL ADVISORS LLC: 47,820
ENVESTNET ASSET MANAGEMENT INC: 41,271
13.04% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 1.01 M shares in the last 24 months. This purchase volume represents approximately $65.44 M in transactions.