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Bank Of Montreal (BMO) Institutional Ownership

Bank Of Montreal logo
$127.81 +1.50 (+1.19%)
As of 04:00 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)
384
Total
Institutional Inflows
(last 12 months)
$6.27B
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$3.24B
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BMO Institutional Buying and Selling by Quarter

Bank Of Montreal Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/12/2025 Valeo Financial Advisors LLC2,162$239K0.0%-5.5%0.000%
9/4/2025 Osaic Holdings Inc.19,484$2.16M0.0%-15.8%0.003%
8/27/2025 Orion Porfolio Solutions LLC10,246$1.13M0.0%+9.3%0.001%
8/26/2025 Thrivent Financial for Lutherans2,373$259K0.0%-41.3%0.000%
8/25/2025 Silverlake Wealth Management LLC4,001$443K0.1%-10.0%0.001%
8/19/2025 State of Wyoming12,233$1.35M0.2%-14.2%0.002%
8/18/2025 Geneos Wealth Management Inc.2,783$308K0.0%+64.3%0.000%
8/16/2025 Public Sector Pension Investment Board2,170,118$240.01M1.0%+2,986.1%0.303%
8/16/2025 Evergreen Capital Management LLC4,309$477K0.0%-26.6%0.001%
8/16/2025 Headlands Technologies LLC549$61K0.0%N/A0.000%
8/15/2025 CANADA LIFE ASSURANCE Co433,739$47.99M0.1%-9.2%0.061%
8/15/2025 Tower Research Capital LLC TRC 2,226$246K0.0%-92.7%0.000%
8/15/2025 Resources Management Corp CT ADV9,485$1.05M0.1%-52.5%0.001%
8/15/2025 Corient Private Wealth LLC22,684$2.51M0.0%+30.2%0.003%
8/15/2025 Ewing Morris & Co. Investment Partners Ltd.26,888$2.97M1.3%+0.9%0.004%
8/15/2025 Captrust Financial Advisors8,229$910K0.0%-2.6%0.001%
8/15/2025 WFA of San Diego LLC250$28K0.0%N/A0.000%
8/15/2025 Vident Advisory LLC2,888$320K0.0%-24.9%0.000%
8/15/2025 Orion Porfolio Solutions LLC10,246$1.13M0.0%+9.3%0.001%
8/15/2025 MML Investors Services LLC35,078$3.88M0.0%+2.7%0.005%
8/15/2025 Man Group plc110,116$12.18M0.0%+3.6%0.015%
8/15/2025 ICONIQ Capital LLC3,539$392K0.0%-25.6%0.000%
8/15/2025 Great Valley Advisor Group Inc.5,515$611K0.0%-16.6%0.001%
8/15/2025 Curi Capital LLC4,723$523K0.0%+73.9%0.001%
8/15/2025 Barometer Capital Management Inc.105,572$11.68M3.5%+29.2%0.015%
8/15/2025 Benjamin Edwards Inc.8,453$935K0.0%+20.8%0.001%
8/15/2025 BNP Paribas Financial Markets4,176$462K0.0%+102.0%0.001%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp739,598$82.02M0.5%+18.3%0.103%
8/15/2025 Ameriprise Financial Inc.42,789$4.73M0.0%-18.5%0.006%
8/14/2025 Raymond James Financial Inc.492,128$54.44M0.0%-0.2%0.069%
8/14/2025 Worldquant Millennium Advisors LLC9,901$1.10M0.0%N/A0.001%
8/14/2025 Canada Pension Plan Investment Board3,492,390$387.28M0.3%-5.0%0.488%
8/14/2025 Quantinno Capital Management LP27,374$3.03M0.0%+31.5%0.004%
8/14/2025 Operose Advisors LLC1,404$155K0.0%+17.0%0.000%
8/14/2025 The Manufacturers Life Insurance Company 3,349,980$369.30M0.3%-44.9%0.468%
8/14/2025 CIBC Asset Management Inc6,189,614$686.68M2.1%-6.7%0.864%
8/14/2025 Nebula Research & Development LLC5,423$600K0.1%+30.1%0.001%
8/14/2025 NewEdge Advisors LLC2,800$310K0.0%+5,614.3%0.000%
8/14/2025 Qube Research & Technologies Ltd411,108$45.52M0.0%+166.3%0.057%
8/14/2025 Intact Investment Management Inc.231,550$25.65M0.9%-20.4%0.032%
8/14/2025 Investment Management Corp of Ontario140,377$15.53M0.2%-1.2%0.020%
8/14/2025 AXA S.A.168,961$18.69M0.1%+50.1%0.024%
8/14/2025 Ossiam26,393$2.92M0.0%-49.7%0.004%
8/14/2025 Bank of Nova Scotia7,621,886$844.41M1.7%-9.4%1.064%
8/14/2025 Cerity Partners LLC12,364$1.37M0.0%+1.4%0.002%
8/14/2025 Federated Hermes Inc.1,222,689$135.27M0.3%+2.1%0.171%
8/13/2025 Amundi983,846$110.33M0.0%+40.2%0.137%
8/13/2025 Marshall Wace LLP6,582$728K0.0%-25.3%0.001%
8/13/2025 Beutel Goodman & Co Ltd.5,767,972$637.92M3.6%-3.4%0.803%
8/13/2025 Baird Financial Group Inc.37,603$4.16M0.0%+3.5%0.005%
8/13/2025 First Trust Advisors LP370,818$41.03M0.0%-13.9%0.052%
8/13/2025 Crescent Grove Advisors LLC3,839$425K0.0%-20.5%0.001%
8/13/2025 EverSource Wealth Advisors LLC3,303$365K0.0%+44.7%0.000%
8/13/2025 Invesco Ltd.1,061,370$117.42M0.0%+4.9%0.148%
8/13/2025 1832 Asset Management L.P.6,855,991$758.48M0.6%-1.2%0.954%
8/13/2025 Arrowstreet Capital Limited Partnership9,198$1.02M0.0%N/A0.001%
8/13/2025 Westerkirk Capital Inc.36,874$4.08M0.5%N/A0.005%
8/13/2025 M&T Bank Corp58,087$6.43M0.0%-0.6%0.008%
8/13/2025 OMERS ADMINISTRATION Corp327,055$36.17M0.3%+48.7%0.046%
8/13/2025 Claret Asset Management Corp88,493$9.81M1.3%+1.2%0.012%
8/13/2025 West Family Investments Inc.3,810$422K0.1%+67.3%0.001%
8/13/2025 Mackenzie Financial Corp10,051,692$1.11B1.4%-1.2%1.399%
8/13/2025 Skandinaviska Enskilda Banken AB publ 108,550$12.01M0.1%+9.2%0.015%
8/13/2025 Norges Bank10,679,880$1.18B0.1%N/A1.487%
8/13/2025 Quadrature Capital Ltd29,703$3.29M0.1%N/A0.004%
8/13/2025 Scotia Capital Inc.3,577,139$395.75M1.9%+3.3%0.498%
8/13/2025 Hsbc Holdings PLC403,185$44.70M0.0%+6.1%0.056%
8/13/2025 Bank of Nova Scotia Trust Co.510,282$56.45M5.6%+0.8%0.071%
8/13/2025 Capital Fund Management S.A.109,757$12.14M0.0%-8.1%0.015%
8/13/2025 Northwestern Mutual Wealth Management Co.12,225$1.35M0.0%-2.4%0.002%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC127,777$14.13M0.0%+151.5%0.018%
8/13/2025 Johnson Financial Group Inc.1,030$114K0.0%+1,414.7%0.000%
8/13/2025 Korea Investment CORP515,064$56.97M0.1%+12.2%0.072%
8/13/2025 Elevation Point Wealth Partners LLC1,437$159K0.0%N/A0.000%
8/13/2025 Quadrant Capital Group LLC22,807$2.52M0.1%+11.2%0.003%
8/13/2025 Choreo LLC2,640$292K0.0%+21.2%0.000%
8/13/2025 Northwest & Ethical Investments L.P.159,042$17.59M0.4%-21.5%0.022%
8/13/2025 Russell Investments Group Ltd.303,168$33.49M0.0%+16.7%0.042%
8/12/2025 J.W. Cole Advisors Inc.3,283$363K0.0%+3.7%0.000%
8/12/2025 Associated Banc Corp11,653$1.29M0.0%-5.4%0.002%
8/12/2025 Advisors Asset Management Inc.8,896$984K0.0%-20.2%0.001%
8/12/2025 XTX Topco Ltd51,021$5.64M0.2%+108.6%0.007%
8/12/2025 Aviso Financial Inc.806,945$89.41M4.0%-22.5%0.112%
8/12/2025 Steward Partners Investment Advisory LLC4,742$525K0.0%-10.1%0.001%
8/12/2025 Picton Mahoney Asset Management716,881$79.13M0.8%N/A0.100%
8/12/2025 Atlantic Family Wealth LLC1,907$211K0.2%N/A0.000%
8/12/2025 Charles Schwab Investment Management Inc.2,013,217$222.68M0.0%+3.7%0.280%
8/12/2025 American Century Companies Inc.196,731$21.80M0.0%+0.1%0.027%
8/12/2025 AlphaCore Capital LLC1,500$166K0.0%N/A0.000%
8/12/2025 Franklin Resources Inc.334,046$37.04M0.0%-1.4%0.047%
8/12/2025 Mediolanum International Funds Ltd3,055$335K0.0%-18.6%0.000%
8/12/2025 Legal & General Group Plc4,348,743$480.99M0.1%+0.4%0.605%
8/12/2025 MAI Capital Management3,790$419K0.0%+7.0%0.001%
8/12/2025 Hillsdale Investment Management Inc.552,939$61.32M2.3%-13.6%0.077%
8/12/2025 JPMorgan Chase & Co.4,096,926$453.24M0.0%+4.0%0.570%
8/12/2025 Cumberland Partners Ltd20,801$2.30M0.2%+53.5%0.003%
8/12/2025 Ensign Peak Advisors Inc43,229$4.78M0.0%-8.5%0.006%
8/11/2025 TD Waterhouse Canada Inc.2,282,520$253.61M1.8%-2.7%0.318%
8/11/2025 Wealthspire Advisors LLC6,446$713K0.0%+3.5%0.001%
8/11/2025 Vanguard Group Inc.32,194,013$3.57B0.1%+3.9%4.482%
(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, 556 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. ($3.57B), 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 ($1.18B).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 491 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 ($29.36M), FIL Ltd ($6.17M), National Bank of Canada FI ($4.57M), Vanguard Group Inc. ($4.17M), 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 62,571,237 shares in the last 24 months. This purchase volume represents approximately $6.27B in transactions.

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

Of the 223 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 ($6.40M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($4.40M), The Manufacturers Life Insurance Company ($3.49M), CIBC Asset Management Inc ($2.23M), Mackenzie Financial Corp ($2.16M), 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 33,122,376 shares in the last 24 months. This volume of shares sold represents approximately $3.24B in transactions.


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This page (NYSE:BMO) was last updated on 9/15/2025 by MarketBeat.com Staff
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