Bank of Montreal
BMOFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Bank of Montreal Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 10 annual periods. The latest annual period ends Oct 31, 2025. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| CITIGROUP INC | 2026-03-31 | 423,209 | Not shown | SEC filing |
| FINANCIAL CONSULATE, INC | 2026-03-31 | 70 | Not shown | SEC filing |
| Centiva Capital, LP | 2026-03-31 | 2,274 | Not shown | SEC filing |
| Modern Wealth Management, LLC | 2026-03-31 | 2,430 | Not shown | SEC filing |
| STEPH & CO | 2026-03-31 | 25 | Not shown | SEC filing |
| TI-TRUST, INC | 2026-03-31 | 6,692 | Not shown | SEC filing |
| Bank Julius Baer & Co. Ltd, Zurich | 2026-03-31 | 1,297 | Not shown | SEC filing |
| FOX RUN MANAGEMENT, L.L.C. | 2026-03-31 | 2,220 | Not shown | SEC filing |
| ENVESTNET ASSET MANAGEMENT INC | 2026-03-31 | 270,468 | Not shown | SEC filing |
| CX Institutional | 2026-03-31 | 570 | Not shown | SEC filing |
| Abacus Wealth Partners, LLC | 2026-03-31 | 9,202 | Not shown | SEC filing |
| HM PAYSON & CO | 2026-03-31 | 762 | Not shown | SEC filing |
| N.E.W. Advisory Services LLC | 2026-03-31 | 858 | Not shown | SEC filing |
| Pathstone Holdings, LLC | 2026-03-31 | 12,928 | Not shown | SEC filing |
| STATE STREET CORP | 2026-03-31 | 11,465 | Not shown | SEC filing |
| Walleye Capital LLC | 2026-03-31 | 6,048 | Not shown | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 23,606 | Not shown | SEC filing |
| Financial Management Professionals, Inc. | 2026-03-31 | 275 | Not shown | SEC filing |
| JCIC Asset Management Inc. | 2026-03-31 | 61,364 | Not shown | SEC filing |
| 1620 INVESTMENT ADVISORS, INC. | 2026-03-31 | 254 | Not shown | SEC filing |
- Each value is checked against Bank of Montreal's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
120 filers have only one report here.
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.