Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 289.40 K | $19.69 M | -25.71% | 3.57% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 196.88 K | $13.34 M | 17.34% | 2.51% |
| HBW ADVISORY SERVICES LLC | 01/23/2026 | 79.28 K | $5.40 M | 29.39% | 1.01% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/21/2026 | 70.52 K | $4.80 M | 2.56% | 0.90% |
| CITADEL ADVISORS LLC | 02/17/2026 | 72.53 K | $4.94 M | 285.69% | 0.90% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 67.60 K | $4.60 M | 69.85% | 0.84% |
| TACTIVE ADVISORS, LLC | 01/09/2026 | 43.48 K | $2.96 M | 9.83% | 0.55% |
| GTS SECURITIES LLC | 02/13/2026 | 39.23 K | $2.67 M | -47.71% | 0.48% |
| 01/21/2026 | 37.91 K | $2.58 B | 100.00% | 0.48% | |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 36.14 K | $2.46 M | 2.31% | 0.45% |
| CITADEL ADVISORS LLC | 02/17/2026 | 34.00 K | $2.31 M | -28.87% | 0.42% |
| JANE STREET GROUP, LLC | 02/12/2026 | 31.99 K | $2.18 M | 100.00% | 0.41% |
| MARINER, LLC | 02/13/2026 | 25.87 K | $1.76 M | 3.55% | 0.33% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 24.76 K | $1.68 M | 11.85% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 25.25 K | $1.72 M | 2.58% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 22.40 K | $1.52 M | -68.09% | 0.28% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 17.46 K | $1.19 M | 0.00% | 0.22% |
| ROYAL BANK OF CANADA | 02/17/2026 | 17.23 K | $1.17 M | 15.84% | 0.21% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 14.62 K | $995.00 K | -48.40% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 14.27 K | $970.87 K | 100.00% | 0.18% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 12.42 K | $845.45 K | -12.61% | 0.15% |
| VESTGEN ADVISORS, LLC | 02/17/2026 | 10.01 K | $680.98 K | 2.54% | 0.12% |
| CITADEL ADVISORS LLC | 02/17/2026 | 9.70 K | $660.09 K | -23.02% | 0.12% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 8.74 K | $594.55 K | -1.04% | 0.11% |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 01/21/2026 | 8.18 K | $556.51 K | 1.79% | 0.10% |
| HRT FINANCIAL LP | 02/12/2026 | 8.08 K | $549.00 K | -19.29% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 7.35 K | $499.83 K | 0.00% | 0.09% |
| DIVERSIFY ADVISORY SERVICES, LLC | 01/23/2026 | 6.46 K | $431.14 K | 1.21% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.33 K | $3.62 K | 1,564.38% | 0.07% |
| BELVEDERE TRADING LLC | 02/10/2026 | 5.30 K | $360.67 K | 120.83% | 0.07% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 5.10 K | $347.06 K | -28.17% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 5.17 K | $351.48 K | -5.45% | 0.06% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 4.99 K | $340.00 K | -23.25% | 0.06% |
| MORGAN STANLEY | 02/13/2026 | 4.82 K | $327.73 K | 71.88% | 0.06% |
| BELVEDERE TRADING LLC | 02/10/2026 | 4.70 K | $319.84 K | 0.00% | 0.06% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 4.48 K | $304.93 K | 0.00% | 0.06% |
| LPL FINANCIAL LLC | 02/11/2026 | 3.66 K | $249.00 K | 0.00% | 0.05% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 3.18 K | $216.60 K | 100.00% | 0.04% |
| CREATIVE PLANNING | 02/17/2026 | 3.02 K | $205.65 K | 0.17% | 0.04% |
| IFP ADVISORS, INC | 02/06/2026 | 2.07 K | $141.14 K | -1.80% | 0.03% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 02/09/2026 | 723 | $49.20 K | 0.00% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 619 | $42.12 K | 0.00% | 0.01% |
| SAGEVIEW ADVISORY GROUP, LLC | 02/17/2026 | 500 | $34.03 K | 100.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 02/11/2026 | 276 | $18.78 K | 93.01% | 0.00% |
| GLEN EAGLE ADVISORS, LLC | 02/13/2026 | 200 | $13.61 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 192 | $13.07 K | 0.00% | 0.00% |
| BELVEDERE TRADING LLC | 02/10/2026 | 100 | $6.81 K | -95.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 1 | $68 | 100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 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.: 289,399
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 196,883
HBW Advisory Services LLC: 79,284
CITADEL ADVISORS LLC: 72,529
Capital Investment Advisory Services, LLC: 70,517
Tactive Advisors, LLC: 43,481
14.54% 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 $71.57 M in transactions.