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Bank Of Montreal (BMO) Institutional Ownership

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$112.82 +0.21 (+0.19%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$110.70 -2.12 (-1.88%)
As of 08/8/2025 04:36 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Bank Of Montreal (NYSE:BMO)

Current
Institutional Ownership
Percentage
45.82%
Number of
Institutional Buyers
(last 12 months)
366
Total
Institutional Inflows
(last 12 months)
$4.94B
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$3.06B
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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
8/8/2025Letko Brosseau & Associates Inc.1,809,299$200.10M3.8%-0.9%0.252%
8/8/2025Ontario Teachers Pension Plan Board6,504$721K0.0%N/A0.001%
8/8/2025Intech Investment Management LLC155,674$17.22M0.2%+49.3%0.022%
8/8/2025Cetera Investment Advisers42,680$4.72M0.0%-23.6%0.006%
8/8/2025Creative Planning48,457$5.36M0.0%-1.7%0.007%
8/8/2025Massachusetts Financial Services Co. MA1,582,582$175.08M0.1%-0.2%0.220%
8/8/2025Fiera Capital Corp3,865,481$428.11M1.5%+0.0%0.538%
8/8/2025Cherokee Insurance Co3,005$332K0.1%N/A0.000%
8/8/2025Candriam S.C.A.6,805$753K0.0%-18.1%0.001%
8/8/2025Geode Capital Management LLC5,842,134$655.67M0.0%+19.2%0.813%
8/8/2025PNC Financial Services Group Inc.27,532$3.05M0.0%+12.3%0.004%
8/8/2025Forsta AP Fonden241,400$26.70M0.2%+15.8%0.034%
8/7/2025 Nwam LLC3,774$420K0.0%-2.8%0.001%
8/7/2025 Vise Technologies Inc.21,816$2.41M0.1%N/A0.003%
8/7/2025 Allworth Financial LP2,027$224K0.0%+16.7%0.000%
8/7/2025 Zions Bancorporation National Association UT60,782$6.72M0.4%-0.6%0.008%
8/7/2025 Winthrop Capital Management LLC1,089$120K0.0%N/A0.000%
8/7/2025 Midwest Trust Co4,848$536K0.0%N/A0.001%
8/7/2025 Acadian Asset Management LLC368,900$40.80M0.1%+2,974.2%0.051%
8/7/2025 Rathbones Group PLC42,114$4.66M0.0%-0.6%0.006%
8/7/2025 Campbell & CO Investment Adviser LLC104,104$11.52M0.7%N/A0.014%
8/7/2025 Connor Clark & Lunn Investment Management Ltd.1,974,163$218.92M0.8%+2.2%0.275%
8/7/2025 Scheer Rowlett & Associates Investment Management Ltd.607,701$67.39M4.4%+7.9%0.085%
8/7/2025 PCJ Investment Counsel Ltd.47,360$5.25M1.8%-16.7%0.007%
8/7/2025Aviva PLC544,477$60.33M0.1%+6.7%0.076%
8/6/2025 Prospera Financial Services Inc3,383$374K0.0%+11.5%0.000%
8/6/2025 AGF Management Ltd.606,948$67.15M0.3%-4.4%0.084%
8/6/2025 AE Wealth Management LLC3,182$352K0.0%+7.3%0.000%
8/6/2025 Fox Run Management L.L.C.2,116$234K0.0%-23.1%0.000%
8/6/2025 Metis Global Partners LLC27,667$3.07M0.1%+7.2%0.004%
8/6/2025 Wedbush Securities Inc.3,091$342K0.0%+4.5%0.000%
8/6/2025 Harvest Portfolios Group Inc.31,656$3.51M0.1%+3.3%0.004%
8/6/2025 Savant Capital LLC6,348$702K0.0%+64.3%0.001%
8/6/2025 Asahi Life Asset Management CO. LTD.3,110$344K0.2%N/A0.000%
8/6/2025 Genus Capital Management Inc.17,505$1.94M0.2%-27.6%0.002%
8/6/2025 SNS Financial Group LLC2,063$228K0.0%N/A0.000%
8/5/2025 Code Waechter LLC4,552$504K0.4%+54.2%0.001%
8/5/2025 Bank of New York Mellon Corp765,073$84.64M0.0%+2.5%0.107%
8/5/2025 K.J. Harrison & Partners Inc52,488$5.81M1.0%+32.2%0.007%
8/5/2025 TIAA Trust National Association5,655$626K0.0%-3.1%0.001%
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8/5/2025 Versor Investments LP5,950$660K0.1%N/A0.001%
8/5/2025 Plato Investment Management Ltd880$97K0.0%N/A0.000%
8/5/2025 Hills Bank & Trust Co1,000$111K0.0%N/A0.000%
8/5/2025 Avant Financial Advisors LLC2,080$230K0.2%N/A0.000%
8/4/2025 Saxony Capital Management LLC1,975$218K0.2%N/A0.000%
8/4/2025 IFG Advisory LLC13,100$1.45M0.1%+1.9%0.002%
8/4/2025 Mesirow Financial Investment Management Inc.2,368$262K0.0%-26.5%0.000%
8/4/2025 KLCM Advisors Inc.4,183$463K0.0%-15.2%0.001%
8/4/2025 Atria Investments Inc16,582$1.84M0.0%+4.1%0.002%
8/4/2025 Savvy Advisors Inc.1,867$207K0.0%N/A0.000%
8/4/2025 Assetmark Inc.16,722$1.85M0.0%+10.8%0.002%
8/4/2025 Keybank National Association OH10,011$1.11M0.0%-2.1%0.001%
8/1/2025 Oarsman Capital Inc.1,828$202K0.0%N/A0.000%
8/1/2025 Vision Financial Markets LLC400$44K0.0%+100.0%0.000%
8/1/2025 Y Intercept Hong Kong Ltd8,076$893K0.0%N/A0.001%
8/1/2025 Bessemer Group Inc.58,548$6.48M0.0%-81.9%0.008%
8/1/2025 Ashton Thomas Private Wealth LLC7,601$841K0.0%-3.4%0.001%
8/1/2025 Envestnet Asset Management Inc.453,070$50.12M0.0%-2.4%0.063%
7/31/2025 Oppenheimer Asset Management Inc.1,880$208K0.0%N/A0.000%
7/31/2025 MQS Management LLC3,692$408K0.2%-35.2%0.001%
7/31/2025 Focus Partners Advisor Solutions LLC2,616$289K0.0%+4.5%0.000%
7/31/2025 Cardinal Point Capital Management ULC182,403$20.18M1.6%-0.5%0.025%
7/31/2025 180 Wealth Advisors LLC2,081$230K0.0%N/A0.000%
7/31/2025 Carnegie Investment Counsel22,701$2.51M0.1%+3.0%0.003%
7/31/2025 Gill Capital Partners LLC2,412$267K0.1%N/A0.000%
7/30/2025 Forum Financial Management LP4,558$504K0.0%-20.8%0.001%
7/30/2025 Ethic Inc.1,873$204K0.0%N/A0.000%
7/30/2025 D.A. Davidson & CO.6,224$689K0.0%-6.0%0.001%
7/30/2025 DekaBank Deutsche Girozentrale144,747$15.78M0.0%-0.1%0.020%
7/30/2025 Princeton Global Asset Management LLC350$39K0.0%+40.0%0.000%
7/30/2025 Lorne Steinberg Wealth Management Inc.92,014$10.20M2.7%+24.1%0.013%
7/29/2025 Stephens Inc. AR3,064$339K0.0%-2.9%0.000%
7/29/2025 Beverly Hills Private Wealth LLC3,636$402K0.1%-6.2%0.001%
7/29/2025 Cidel Asset Management Inc.60,021$6.64M0.4%-74.7%0.008%
7/29/2025 International Assets Investment Management LLC585,236$612K0.0%N/A0.081%
7/29/2025 Harbor Asset Planning Inc.352$39K0.0%N/A0.000%
7/28/2025 Allianz Asset Management GmbH37,398$4.14M0.0%-22.8%0.005%
7/28/2025 Bridges Investment Management Inc.2,000$221K0.0%N/A0.000%
7/28/2025 Generali Asset Management SPA SGR96,224$10.65M0.2%+3.5%0.013%
7/28/2025 Ritholtz Wealth Management10,860$1.20M0.0%-10.4%0.002%
7/28/2025 Bayforest Capital Ltd735$81K0.0%+104.7%0.000%
7/28/2025 Sagespring Wealth Partners LLC1,964$217K0.0%N/A0.000%
7/28/2025 TD Asset Management Inc17,289,838$1.91B1.6%-0.1%2.407%
7/28/2025 Harbour Trust & Investment Management Co5,975$661K0.1%-5.8%0.001%
7/25/2025 NorthRock Partners LLC17,776$1.97M0.1%-2.1%0.002%
7/25/2025 Sequoia Financial Advisors LLC4,272$473K0.0%+12.5%0.001%
7/25/2025 Yousif Capital Management LLC10,301$1.14M0.0%+7.4%0.001%
7/25/2025 Riverpoint Wealth Management Holdings LLC2,075$230K0.1%N/A0.000%
7/25/2025 Montrusco Bolton Investments Inc.193,890$21.44M0.2%-20.0%0.027%
7/25/2025 Vanguard Personalized Indexing Management LLC18,289$2.02M0.0%-3.8%0.003%
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7/25/2025 Apollon Wealth Management LLC2,011$222K0.0%N/A0.000%
7/24/2025 PDS Planning Inc4,335$480K0.0%+6.9%0.001%
7/24/2025 Fourpath Capital Management LLC5,882$651K0.1%-3.0%0.001%
7/24/2025 Thompson Investment Management Inc.1,969$218K0.0%-22.0%0.000%
7/24/2025 Baskin Financial Services Inc.6,872$761K0.1%-7.5%0.001%
7/24/2025 Blair William & Co. IL9,475$1.05M0.0%+94.0%0.001%
7/24/2025 MSH Capital Advisors LLC1,925$213K0.1%N/A0.000%
7/24/2025 US Bancorp DE24,691$2.73M0.0%-1.0%0.003%
7/23/2025 Vontobel Holding Ltd.109,919$12.19M0.0%-3.2%0.015%
7/23/2025 Maryland State Retirement & Pension System68,791$7.63M0.2%+0.6%0.010%
(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, 551 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 ($1.91B), TD Asset Management Inc. ($1.71B), Toronto Dominion Bank ($1.24B), National Bank of Canada FI ($1.24B), and Norges Bank ($1.01B).Learn more on Bank Of Montreal's institutional investors.

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

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

Which institutional investors have been buying Bank Of Montreal's stock?

Of the 487 institutional investors that purchased Bank Of Montreal's 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 ($4.57M), Toronto Dominion Bank ($3.23M), TD Asset Management Inc ($3.19M), and Capital Research Global Investors ($3.15M).

How much institutional buying is happening at Bank Of Montreal?

Institutional investors have bought a total of 51,989,662 shares in the last 24 months. This purchase volume represents approximately $4.94B in transactions.

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

Of the 208 institutional investors that sold Bank Of Montreal's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Nova Scotia ($5.62M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($4.40M), Mackenzie Financial Corp ($3.77M), Toronto Dominion Bank ($2.50M), CIBC Asset Management Inc ($1.79M), Federation des caisses Desjardins du Quebec ($1.71M), and Connor Clark & Lunn Investment Management Ltd. ($1.44M).

How much institutional selling is happening at Bank Of Montreal?

Institutional investors have sold a total of 32,604,886 shares in the last 24 months. This volume of shares sold represents approximately $3.06B in transactions.



This page (NYSE:BMO) was last updated on 8/9/2025 by MarketBeat.com Staff
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