Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITIGROUP INC | 05/11/2026 | 123.51 K | $24.87 M | -0.13% | 2.48% |
| MORGAN STANLEY | 05/15/2026 | 94.02 K | $18.94 M | 4,624.72% | 1.89% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 27.55 K | $5.55 M | 84.20% | 0.55% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 16.25 K | $3.27 M | -21.10% | 0.33% |
| 05/18/2026 | 10.00 K | $2.01 M | -2.91% | 0.20% | |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 7.84 K | $1.58 M | 125.49% | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 5.00 K | $1.01 M | 48.37% | 0.10% |
| HRT FINANCIAL LP | 05/14/2026 | 3.78 K | $762.00 K | 100.00% | 0.08% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 3.42 K | $687.75 K | -51.96% | 0.07% |
| 06/12/2026 | 2.40 K | $483.34 K | 100.00% | 0.05% | |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | 05/08/2026 | 2.00 K | $402.78 K | 100.00% | 0.04% |
| BELVEDERE TRADING LLC | 05/12/2026 | 1.80 K | $361.70 K | 100.00% | 0.04% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 1.00 K | $201.39 K | 0.00% | 0.02% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 1.00 K | $201.39 K | 100.00% | 0.02% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 975 | $196.00 K | 100.00% | 0.02% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 04/14/2026 | 699 | $140.77 K | 34.68% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 658 | $132.52 K | 100.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 550 | $110.77 K | 0.00% | 0.01% |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 333 | $67.06 K | -26.00% | 0.01% |
| SIGNATUREFD, LLC | 04/07/2026 | 300 | $60.42 K | 0.00% | 0.01% |
| LODESTONE WEALTH MANAGEMENT LLC | 05/01/2026 | 200 | $40.28 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 150 | $30.21 K | 50.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 27 | $5.44 K | 100.00% | 0.00% |
| BARCLAYS PLC | 05/15/2026 | 25 | $5.04 K | 100.00% | 0.00% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 10 | $2.01 K | 0.00% | 0.00% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Bank of Montreal institutional Ownership - FAQ's
During the previous two years, 26 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
CITIGROUP INC: 123,510
MORGAN STANLEY: 94,022
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 27,553
Jump Financial, LLC: 16,251
TWO SIGMA SECURITIES, LLC: 7,838
PNC FINANCIAL SERVICES GROUP, INC.: 5,000
6.10% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 291.11 K shares in the last 24 months. This purchase volume represents approximately $92.30 M in transactions.