Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 194.09 K | $11.57 M | -32.94% | 2.80% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 183.15 K | $11.16 M | -6.97% | 2.64% |
| MARINER, LLC | 05/13/2026 | 181.31 K | $10.81 M | 600.93% | 2.61% |
| HRT FINANCIAL LP | 05/14/2026 | 83.68 K | $4.99 M | 935.49% | 1.21% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 05/05/2026 | 74.89 K | $4.46 M | 6.20% | 1.08% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 52.78 K | $3.15 M | -2.93% | 0.76% |
| CITADEL ADVISORS LLC | 05/15/2026 | 44.45 K | $2.65 M | -38.71% | 0.64% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 40.00 K | $2.38 M | 78.57% | 0.58% |
| GTS SECURITIES LLC | 05/15/2026 | 38.99 K | $2.32 M | -0.60% | 0.56% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 36.60 K | $2.18 M | -45.86% | 0.53% |
| 04/07/2026 | 30.83 K | $1.84 M | -18.67% | 0.44% | |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 28.16 K | $1.68 M | 11.52% | 0.41% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 05/12/2026 | 28.10 K | $1.68 M | 100.00% | 0.41% |
| FLOW TRADERS U.S. LLC | 05/15/2026 | 26.37 K | $1.57 M | 100.00% | 0.38% |
| HBW ADVISORY SERVICES LLC | 05/04/2026 | 24.95 K | $1.49 M | -68.53% | 0.36% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 24.50 K | $1.46 M | -32.20% | 0.35% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 23.79 K | $1.42 M | -3.92% | 0.34% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 17.45 K | $1.04 M | -0.08% | 0.25% |
| VESTGEN ADVISORS, LLC | 05/14/2026 | 14.06 K | $1.04 M | 40.51% | 0.20% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 13.89 K | $828.16 K | 89.15% | 0.20% |
| LPL FINANCIAL LLC | 05/06/2026 | 13.67 K | $814.83 K | 273.57% | 0.20% |
| ROYAL BANK OF CANADA | 05/15/2026 | 11.84 K | $706.00 K | -31.30% | 0.17% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 9.06 K | $539.89 K | 100.00% | 0.13% |
| 05/14/2026 | 6.68 K | $397.96 K | 0.00% | 0.10% | |
| CITADEL ADVISORS LLC | 05/15/2026 | 5.60 K | $333.82 K | -83.53% | 0.08% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 4.60 K | $274.21 K | -9.80% | 0.07% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 4.24 K | $252.81 K | 33.24% | 0.06% |
| CREATIVE PLANNING | 05/12/2026 | 3.52 K | $209.65 K | 16.38% | 0.05% |
| IFP ADVISORS, INC | 04/13/2026 | 2.74 K | $163.03 K | 31.87% | 0.04% |
| UBS GROUP AG | 05/05/2026 | 1.35 K | $80.47 K | -73.86% | 0.02% |
| SIMPLEX TRADING, LLC | 05/14/2026 | 671 | $40.00 K | 100.00% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 619 | $36.90 K | 0.00% | 0.01% |
| MORGAN STANLEY | 05/15/2026 | 349 | $20.80 K | -92.75% | 0.01% |
| PARALLEL ADVISORS, LLC | 06/03/2026 | 276 | $16.45 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 213 | $12.70 K | -97.56% | 0.00% |
| GLEN EAGLE ADVISORS, LLC | 05/15/2026 | 200 | $11.92 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 192 | $11.68 K | 0.00% | 0.00% |
| ROSSBY FINANCIAL, LCC | 05/11/2026 | 120 | $7.30 K | 100.00% | 0.00% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 05/08/2026 | 21 | $1.25 K | -97.10% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 14 | $835 | 100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 1 | $60 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| CONCORDE ASSET MANAGEMENT, LLC | 06/01/2026 | 0 | $0 | -100.00% | 0.00% |
| BELVEDERE TRADING LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
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Bank of Montreal institutional Ownership - FAQ's
During the previous two years, 55 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
ADVISOR GROUP HOLDINGS, INC.: 194,085
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 183,152
Mariner, LLC: 181,309
HRT FINANCIAL LP: 83,678
Capital Investment Advisory Services, LLC: 74,890
INDEPENDENT FINANCIAL GROUP, LLC: 52,782
16.52% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 1.16 M shares in the last 24 months. This purchase volume represents approximately $75.13 M in transactions.