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Bank of Montreal (BMO) Institutional Ownership

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$103.90 +0.26 (+0.25%)
Closing price 05/23/2025 03:59 PM Eastern
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$103.92 +0.01 (+0.01%)
As of 05/23/2025 04:38 PM Eastern
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Institutional Ownership Changes (13F Filings) for Bank of Montreal (NYSE:BMO)

Current
Institutional Ownership
Percentage
45.82%
Number of
Institutional Buyers
(last 12 months)
347
Total
Institutional Inflows
(last 12 months)
$4.87B
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$3.44B
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BMO Institutional Buying and Selling by Quarter

Bank of Montreal Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Acadian Asset Management LLC12,000$1.14M0.0%+65.7%0.002%
5/21/2025 Geneos Wealth Management Inc.1,694$162K0.0%-14.0%0.000%
5/20/2025 Intech Investment Management LLC104,254$9.95M0.1%+30.0%0.014%
5/19/2025 Bayforest Capital Ltd359$34K0.0%N/A0.000%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,002,463$95.75M0.0%+7.1%0.138%
5/16/2025 Ascent Group LLC2,664$254K0.0%N/A0.000%
5/16/2025 United Services Automobile Association24,153$2.30M0.1%+1.5%0.003%
5/16/2025 Ashton Thomas Private Wealth LLC7,870$752K0.0%-8.9%0.001%
5/16/2025 Guardian Partners Inc.349,913$31.78M3.2%-7.3%0.048%
5/16/2025 Resources Management Corp CT ADV19,985$1.91M0.3%-0.8%0.003%
5/16/2025 Jones Financial Companies Lllp17,363$1.66M0.0%+121.7%0.002%
5/16/2025 Dynamic Technology Lab Private Ltd19,750$1.89M0.3%N/A0.003%
5/16/2025 Plancorp LLC2,209$211K0.0%N/A0.000%
5/16/2025 Integrated Wealth Concepts LLC3,282$313K0.0%-3.4%0.000%
5/16/2025 Curi RMB Capital LLC2,716$259K0.0%+20.0%0.000%
5/16/2025 AQR Capital Management LLC5,742$548K0.0%+87.1%0.001%
5/16/2025 Advisors Asset Management Inc.11,148$1.07M0.0%+14.0%0.002%
5/16/2025 Amundi701,964$67.42M0.0%-4.9%0.097%
5/15/2025 Federation des caisses Desjardins du Quebec3,220,279$306.95M1.5%-34.6%0.445%
5/15/2025 Chiron Capital Management LLC2,960$283K0.3%-28.9%0.000%
5/15/2025 Focus Partners Advisor Solutions LLC2,504$239K0.0%N/A0.000%
5/15/2025 Cubist Systematic Strategies LLC10,206$978K0.0%-174.5%0.001%
5/15/2025 Ewing Morris & Co. Investment Partners Ltd.26,647$2.55M1.0%+3.5%0.004%
5/15/2025 Twin Tree Management LP7,039$672K0.0%-103.8%0.001%
5/15/2025 Baird Financial Group Inc.36,341$3.47M0.0%-1.4%0.005%
5/15/2025 Vident Advisory LLC3,846$367K0.0%N/A0.001%
5/15/2025 The Manufacturers Life Insurance Company 6,080,113$583.78M0.6%-11.1%0.840%
5/15/2025 Canada Pension Plan Investment Board3,676,637$351.15M0.3%+66.5%0.508%
5/15/2025 State of Wyoming14,254$1.36M0.2%+237.4%0.002%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 162,496$15.52M0.1%+0.7%0.022%
5/14/2025 Truvestments Capital LLC408$39K0.0%N/A0.000%
5/14/2025 ICONIQ Capital LLC4,756$454K0.0%+7.9%0.001%
5/14/2025 APG Asset Management N.V.397,100$35.10M0.1%0.0%0.055%
5/14/2025 Northwestern Mutual Wealth Management Co.12,530$1.20M0.0%-2.4%0.002%
5/14/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp625,140$59.71M0.4%+37.9%0.086%
5/14/2025 Compound Planning Inc.7,727$738K0.0%+15.2%0.001%
5/14/2025 1832 Asset Management L.P.6,940,637$662.90M0.6%-6.1%0.959%
5/14/2025 Newport Trust Company LLC1,354,442$129.36M0.3%-2.1%0.187%
5/14/2025 Candriam S.C.A.8,309$793K0.0%-30.8%0.001%
5/14/2025 Vertex Planning Partners LLC31,959$3.05M0.7%-15.9%0.004%
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5/14/2025 Credit Agricole S A19,899$1.90M0.0%+6.0%0.003%
5/14/2025 Legacy Financial Advisors Inc.2,386$228K0.0%N/A0.000%
5/14/2025 Hsbc Holdings PLC380,139$36.28M0.0%-28.4%0.053%
5/14/2025 Wellington Management Group LLP131,906$12.59M0.0%-18.8%0.018%
5/14/2025 Korea Investment CORP459,216$43.85M0.1%-4.0%0.063%
5/13/2025 Sand Hill Global Advisors LLC4,569$436K0.0%-2.8%0.001%
5/13/2025 Aviso Financial Inc.1,041,732$99.52M4.9%+1.3%0.144%
5/13/2025 Northern Trust Corp570,798$54.52M0.0%+6.1%0.079%
5/13/2025 Algert Global LLC19,009$1.82M0.0%+8.6%0.003%
5/13/2025 Corient IA LLC2,500$239K0.2%N/A0.000%
5/13/2025 Northwest & Ethical Investments L.P.202,639$19.36M0.5%+40.6%0.028%
5/13/2025 Raymond James Financial Inc.493,213$47.11M0.0%-1.0%0.068%
5/13/2025 American Century Companies Inc.196,451$18.76M0.0%+1.1%0.027%
5/13/2025 Tacita Capital Inc5,737$548K0.4%+678.4%0.001%
5/13/2025 Dimensional Fund Advisors LP3,564,378$340.42M0.1%-1.1%0.492%
5/13/2025 Fox Run Management L.L.C.2,753$263K0.0%N/A0.000%
5/13/2025 KLCM Advisors Inc.4,935$471K0.1%+8.7%0.001%
5/13/2025 Caitong International Asset Management Co. Ltd1,073$102K0.1%N/A0.000%
5/13/2025 Gulf International Bank UK Ltd41,902$4.00M0.1%+2,695.3%0.006%
5/13/2025 Russell Investments Group Ltd.259,852$24.78M0.0%+9.0%0.036%
5/13/2025 Rathbones Group PLC42,354$4.04M0.0%-0.4%0.006%
5/12/2025 AGF Management Ltd.634,805$60.63M0.3%-35.3%0.088%
5/12/2025 Public Sector Pension Investment Board70,318$6.71M0.0%+0.4%0.010%
5/12/2025 Operose Advisors LLC1,200$115K0.0%-47.7%0.000%
5/12/2025 Nuveen LLC545,351$52.07M0.0%N/A0.075%
5/12/2025 Virtu Financial LLC3,516$336K0.0%N/A0.000%
5/12/2025 Invesco Ltd.1,012,257$96.68M0.0%-7.5%0.140%
5/12/2025 Atlas Capital Advisors Inc.3,986$381K0.0%+1,997.9%0.001%
5/12/2025 Berger Financial Group Inc9,611$918K0.1%-2.2%0.001%
5/12/2025 Benjamin Edwards Inc.6,997$668K0.0%+5.3%0.001%
5/12/2025 JPMorgan Chase & Co.3,938,484$376.17M0.0%+8.3%0.544%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.1,930,906$184.42M0.8%+5.6%0.267%
5/12/2025 Zions Bancorporation National Association UT61,130$5.84M0.4%N/A0.008%
5/12/2025 PCJ Investment Counsel Ltd.56,870$5.43M2.1%+29.1%0.008%
5/12/2025 Forsta AP Fonden208,400$19.90M0.2%+20.5%0.029%
5/12/2025 Citigroup Inc.231,752$22.13M0.0%-14.7%0.032%
5/12/2025 Maryland State Retirement & Pension System68,377$6.53M0.2%+58.7%0.009%
5/9/2025 CenterBook Partners LP14,664$1.40M0.1%N/A0.002%
5/9/2025 Deutsche Bank AG1,079,549$103.11M0.0%+6.2%0.149%
5/9/2025 Charles Schwab Investment Management Inc.1,941,007$185.33M0.0%+1.4%0.268%
5/9/2025 ASR Vermogensbeheer N.V.23,855$2.28M0.0%N/A0.003%
5/9/2025 Greykasell Wealth Strategies Inc.1,521$145K0.1%N/A0.000%
5/9/2025 Vanguard Group Inc.30,997,776$2.96B0.1%+1.6%4.281%
5/9/2025 Goldman Sachs Group Inc.4,259,505$406.83M0.1%+213.1%0.588%
5/9/2025 Wealthspire Advisors LLC6,230$595K0.0%-2.0%0.001%
5/9/2025 Associated Banc Corp12,320$1.18M0.0%-1.3%0.002%
5/9/2025 Cary Street Partners Investment Advisory LLC273$26K0.0%+228.9%0.000%
5/9/2025 Cary Street Partners Financial LLC3,792$362K0.0%-3.2%0.001%
5/9/2025 Blair William & Co. IL4,884$467K0.0%-39.7%0.001%
5/9/2025 Scotia Capital Inc.3,463,496$330.02M1.8%-0.9%0.478%
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5/9/2025 Bank of Nova Scotia Trust Co.506,324$48.36M5.2%+0.5%0.070%
5/9/2025 J. Safra Sarasin Holding AG5,540$529K0.0%N/A0.001%
5/9/2025 Bank of Nova Scotia8,409,367$803.15M1.9%-5.6%1.161%
5/9/2025 Cumberland Partners Ltd13,550$1.29M0.1%-2.5%0.002%
5/9/2025 PNC Financial Services Group Inc.24,518$2.34M0.0%+0.8%0.003%
5/8/2025 TIAA Trust National Association5,836$557K0.0%-27.3%0.001%
5/8/2025 Commerce Bank2,927$280K0.0%-27.9%0.000%
5/8/2025 Alberta Investment Management Corp1,700,523$162.37M1.1%+22.2%0.235%
5/8/2025 US Bancorp DE24,948$2.38M0.0%-1.2%0.003%
5/8/2025 Nicolet Advisory Services LLC7,146$636K0.1%-5.4%0.001%
(Data available from 1/1/2016 forward)

BMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BMO shares?

During the previous two years, 535 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were Canoe Financial LP ($10.44B), Vanguard Group Inc. ($2.96B), TD Asset Management Inc. ($1.71B), TD Asset Management Inc ($1.65B), Toronto Dominion Bank ($1.24B), National Bank of Canada FI ($1.24B), and Norges Bank ($1.01B).Learn more on BMO's institutional investors.

What percentage of Bank of Montreal stock is owned by institutional investors?

45.82% of Bank of Montreal stock is owned by institutional investors. Learn more on BMO's institutional investor holdings.

Which institutional investors have been buying Bank of Montreal stock?

Of the 466 institutional investors that purchased Bank of Montreal stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Canoe Financial LP ($105.48M), Norges Bank ($18.68M), FIL Ltd ($6.17M), National Bank of Canada FI ($4.85M), Mackenzie Financial Corp ($3.61M), Toronto Dominion Bank ($3.23M), and TD Asset Management Inc ($3.19M).

How much institutional buying is happening at Bank of Montreal?

Institutional investors have bought a total of 199,848,852 shares in the last 24 months. This purchase volume represents approximately $19.38B in transactions.

Which Bank of Montreal major shareholders have been selling company stock?

Of the 261 institutional investors that sold Bank of Montreal stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Nova Scotia ($8.74M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($4.49M), Toronto Dominion Bank ($4.40M), 1832 Asset Management L.P. ($4.14M), Mackenzie Financial Corp ($3.77M), Fiera Capital Corp ($3.22M), and National Bank of Canada FI ($3.11M).

How much institutional selling is happening at Bank of Montreal?

Institutional investors have sold a total of 56,575,751 shares in the last 24 months. This volume of shares sold represents approximately $5.24B in transactions.



This page (NYSE:BMO) was last updated on 5/24/2025 by MarketBeat.com Staff
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