BMO — Bank Of Montreal Institutional Holders · Q3 2026

Name: Who Owns BMO? 33 Institutions Hold $44M (Q3 2026)
Creator: ko.io

Who owns Bank Of Montreal (BMO)? 33 institutions reported holding $44.00M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mn Services Vermogensbeheer B.V. ($33.9M), Dickmeyer Boyce Financial Management, Inc. ($1.1M), Farther Finance Advisors, LLC ($1.0M).

Rank	Institution	Value	Shares	Change
1	Mn Services Vermogensbeheer B.V.	$33.9M	202,413	Added
2	Dickmeyer Boyce Financial Management, Inc.	$1.1M	6,625	Hold
3	Farther Finance Advisors, LLC	$1.0M	6,012	Added
4	Parrish Capital LLC	$980,587	5,863	Trimmed
5	Legacy Wealth Asset Management, LLC	$829,058	4,957	Trimmed
6	Boltwood Capital Management	$740,081	4,425	Added
7	Versant Capital Management, Inc	$740,081	4,425	Added
8	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$708,805	4,238	Hold
9	Pacifica Partners Inc.	$604,248	3,655	Trimmed
10	ROCKLAND TRUST CO	$542,392	3,243	Hold
11	Valeo Financial Advisors, LLC	$521,338	3,117	Added
12	PARK NATIONAL CORP /OH/	$388,856	2,325	Hold
13	WoodTrust Financial Corp	$366,000	2,189	Hold
14	RIVERSEDGE ADVISORS, LLC	$256,896	1,536	Added
15	Applied Capital LLC/FL	$203,209	1,215	Hold
16	TOMPKINS FINANCIAL CORP	$167,250	1,000	Hold
17	GAMMA Investing LLC	$124,100	742	Hold
18	Grove Bank & Trust	$118,748	710	Hold
19	Olistico Wealth, LLC	$117,075	700	Hold
20	MassMutual Private Wealth & Trust, FSB	$95,500	571	Trimmed
21	CX Institutional	$93,000	554	Hold
22	TOTH FINANCIAL ADVISORY CORP	$83,625	500	Hold
23	EASTERN BANK	$82,956	496	Hold
24	Retirement Wealth Solutions LLC	$77,939	466	Trimmed
25	Bank & Trust Co	$43,987	263	Hold

Source: SEC Form 13F filings · as of 2026-09-30