Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITIGROUP INC | 08/03/2026 | 123.51 K | $10.53 M | 0.00% | 2.48% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 94.80 K | $8.08 M | 100.00% | 1.90% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 19.29 K | $1.64 M | -29.99% | 0.39% |
| GENESIS FINANCIAL GROUP, LLC | 08/14/2026 | 10.50 K | $895.59 K | 5.03% | 0.21% |
| HEADLANDS TECHNOLOGIES LLC | 08/13/2026 | 8.21 K | $699.73 K | 100.00% | 0.16% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 5.00 K | $426.35 K | 0.00% | 0.10% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 4.65 K | $396.34 K | -40.70% | 0.09% |
| FINANCIAL GRAVITY COMPANIES, INC. | 08/05/2026 | 2.00 K | $170.54 K | 100.00% | 0.04% |
| UBS GROUP AG | 08/13/2026 | 1.38 K | $117.42 K | 109.27% | 0.03% |
| MORGAN STANLEY | 08/13/2026 | 645 | $55.00 K | -99.31% | 0.01% |
| SIGNATUREFD, LLC | 07/24/2026 | 300 | $25.58 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 140 | $11.94 K | -6.67% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 07/15/2026 | 80 | $6.82 K | -75.98% | 0.00% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 10 | $853 | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 6 | $512 | 100.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 07/08/2026 | 0 | $0 | -100.00% | 0.00% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| BELVEDERE TRADING LLC | 07/31/2026 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| JUMP FINANCIAL, LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| MILITIA CAPITAL MANAGEMENT LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Bank of Montreal institutional Ownership - FAQ's
During the previous two years, 28 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
CITIGROUP INC: 123,510
RENAISSANCE TECHNOLOGIES LLC: 94,800
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 19,290
Genesis Financial Group, LLC: 10,503
Headlands Technologies LLC: 8,206
PNC FINANCIAL SERVICES GROUP, INC.: 5,000
5.44% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 272.53 K shares in the last 24 months. This purchase volume represents approximately $86.41 M in transactions.