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Bank Of Montreal (BMO) Institutional Ownership

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$114.29 -0.07 (-0.06%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$114.24 -0.05 (-0.04%)
As of 07/18/2025 04:38 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)
345
Total
Institutional Inflows
(last 12 months)
$4.87B
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$3.43B
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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
7/18/2025Gold Investment Management Ltd.22,427$2.49M0.9%+0.9%0.003%
7/18/2025Naples Global Advisors LLC17,845$1.97M0.2%-0.7%0.002%
7/18/2025Truist Financial Corp90,764$10.04M0.0%-1.4%0.013%
7/18/2025Union Bancaire Privee UBP SA25,942$2.83M0.1%-7.2%0.004%
7/17/2025 Greenleaf Trust1,952$216K0.0%-10.9%0.000%
7/17/2025 Raleigh Capital Management Inc.11,637$1.29M0.5%+2.3%0.002%
7/17/2025 HB Wealth Management LLC4,158$460K0.0%-8.2%0.001%
7/17/2025 Rempart Asset Management Inc.220,625$24.44M4.7%-1.4%0.031%
7/17/2025 Addenda Capital Inc.671,184$74.25M3.3%-3.1%0.093%
7/16/2025 Signaturefd LLC10,254$1.13M0.0%-4.5%0.001%
7/16/2025 ST Germain D J Co. Inc.48,745$5.39M0.2%-29.2%0.007%
7/16/2025 Five Oceans Advisors2,942$325K0.1%-3.7%0.000%
7/16/2025 FORM Wealth Advisors LLC1,932$214K0.0%N/A0.000%
7/16/2025 Plancorp LLC1,993$220K0.0%-9.8%0.000%
7/15/2025 TD Private Client Wealth LLC23,986$2.65M0.1%+0.7%0.003%
7/15/2025 Public Employees Retirement System of Ohio50,678$5.61M0.0%-23.2%0.007%
7/15/2025 Cigna Investments Inc. New13,093$1.45M0.2%-2.5%0.002%
7/14/2025 Gries Financial LLC15,883$1.76M0.3%+2.7%0.002%
7/14/2025 Pacifica Partners Inc.5,560$607K0.2%-1.8%0.001%
7/14/2025 Park Avenue Securities LLC4,599$509K0.0%N/A0.001%
7/11/2025 Annex Advisory Services LLC2,819$312K0.0%+24.9%0.000%
7/11/2025 Cardinal Capital Management Inc.1,106,867$122.62M3.8%-0.1%0.154%
7/11/2025 Farther Finance Advisors LLC2,665$295K0.0%-6.3%0.000%
7/11/2025 UMB Bank n.a.4,594$508K0.0%-65.7%0.001%
7/10/2025 Fulton Bank N.A.13,949$1.54M0.1%-3.4%0.002%
7/10/2025 Mn Services Vermogensbeheer B.V.139,100$15.38M0.1%+3.1%0.019%
7/9/2025 Procyon Advisors LLC2,458$272K0.0%-9.5%0.000%
7/9/2025 First Bank & Trust16,206$1.79M0.3%+6.5%0.002%
7/9/2025 MassMutual Private Wealth & Trust FSB586$65K0.0%-17.8%0.000%
7/8/2025 Parallel Advisors LLC2,507$277K0.0%-12.9%0.000%
7/7/2025 Value Partners Investments Inc.506,862$56.07M4.4%-0.3%0.070%
5/28/2025Intrua Financial LLC4,730$452K0.1%-4.5%0.001%
5/21/2025Acadian Asset Management LLC12,000$1.14M0.0%+65.7%0.002%
5/21/2025Geneos Wealth Management Inc.1,694$162K0.0%-14.0%0.000%
5/20/2025Intech Investment Management LLC104,254$9.95M0.1%+30.0%0.014%
5/19/2025Bayforest Capital Ltd359$34K0.0%N/A0.000%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,002,463$95.75M0.0%+7.1%0.138%
5/16/2025Ascent Group LLC2,664$254K0.0%N/A0.000%
5/16/2025United Services Automobile Association24,153$2.30M0.1%+1.5%0.003%
5/16/2025Ashton Thomas Private Wealth LLC7,870$752K0.0%-8.9%0.001%
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5/16/2025Guardian Partners Inc.349,913$31.78M3.2%-7.3%0.048%
5/16/2025Resources Management Corp CT ADV19,985$1.91M0.3%-0.8%0.003%
5/16/2025Jones Financial Companies Lllp17,363$1.66M0.0%+121.7%0.002%
5/16/2025Dynamic Technology Lab Private Ltd19,750$1.89M0.3%N/A0.003%
5/16/2025 Plancorp LLC2,209$211K0.0%N/A0.000%
5/16/2025Integrated Wealth Concepts LLC3,282$313K0.0%-3.4%0.000%
5/16/2025Curi RMB Capital LLC2,716$259K0.0%+20.0%0.000%
5/16/2025AQR Capital Management LLC5,742$548K0.0%+87.1%0.001%
5/16/2025Advisors Asset Management Inc.11,148$1.07M0.0%+14.0%0.002%
5/16/2025Amundi701,964$67.42M0.0%-4.9%0.097%
5/15/2025Federation des caisses Desjardins du Quebec3,220,279$306.95M1.5%-34.6%0.445%
5/15/2025Chiron Capital Management LLC2,960$283K0.3%-28.9%0.000%
5/15/2025Focus Partners Advisor Solutions LLC2,504$239K0.0%N/A0.000%
5/15/2025Cubist Systematic Strategies LLC10,206$978K0.0%-174.5%0.001%
5/15/2025Ewing Morris & Co. Investment Partners Ltd.26,647$2.55M1.0%+3.5%0.004%
5/15/2025Twin Tree Management LP7,039$672K0.0%-103.8%0.001%
5/15/2025Baird Financial Group Inc.36,341$3.47M0.0%-1.4%0.005%
5/15/2025Vident Advisory LLC3,846$367K0.0%N/A0.001%
5/15/2025The Manufacturers Life Insurance Company 6,080,113$583.78M0.6%-11.1%0.840%
5/15/2025Canada Pension Plan Investment Board3,676,637$351.15M0.3%+66.5%0.508%
5/15/2025State of Wyoming14,254$1.36M0.2%+237.4%0.002%
5/15/2025Lansforsakringar Fondforvaltning AB publ 162,496$15.52M0.1%+0.7%0.022%
5/14/2025Truvestments Capital LLC408$39K0.0%N/A0.000%
5/14/2025ICONIQ Capital LLC4,756$454K0.0%+7.9%0.001%
5/14/2025APG Asset Management N.V.397,100$35.10M0.1%0.0%0.055%
5/14/2025Northwestern Mutual Wealth Management Co.12,530$1.20M0.0%-2.4%0.002%
5/14/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp625,140$59.71M0.4%+37.9%0.086%
5/14/2025Compound Planning Inc.7,727$738K0.0%+15.2%0.001%
5/14/20251832 Asset Management L.P.6,940,637$662.90M0.6%-6.1%0.959%
5/14/2025Newport Trust Company LLC1,354,442$129.36M0.3%-2.1%0.187%
5/14/2025Candriam S.C.A.8,309$793K0.0%-30.8%0.001%
5/14/2025Vertex Planning Partners LLC31,959$3.05M0.7%-15.9%0.004%
5/14/2025Credit Agricole S A19,899$1.90M0.0%+6.0%0.003%
5/14/2025Legacy Financial Advisors Inc.2,386$228K0.0%N/A0.000%
5/14/2025Hsbc Holdings PLC380,139$36.28M0.0%-28.4%0.053%
5/14/2025Wellington Management Group LLP131,906$12.59M0.0%-18.8%0.018%
5/14/2025Korea Investment CORP459,216$43.85M0.1%-4.0%0.063%
5/13/2025Sand Hill Global Advisors LLC4,569$436K0.0%-2.8%0.001%
5/13/2025Aviso Financial Inc.1,041,732$99.52M4.9%+1.3%0.144%
5/13/2025Northern Trust Corp570,798$54.52M0.0%+6.1%0.079%
5/13/2025Algert Global LLC19,009$1.82M0.0%+8.6%0.003%
5/13/2025Corient IA LLC2,500$239K0.2%N/A0.000%
5/13/2025Northwest & Ethical Investments L.P.202,639$19.36M0.5%+40.6%0.028%
5/13/2025Raymond James Financial Inc.493,213$47.11M0.0%-1.0%0.068%
5/13/2025American Century Companies Inc.196,451$18.76M0.0%+1.1%0.027%
5/13/2025Tacita Capital Inc5,737$548K0.4%+678.4%0.001%
5/13/2025Dimensional Fund Advisors LP3,564,378$340.42M0.1%-1.1%0.492%
5/13/2025Fox Run Management L.L.C.2,753$263K0.0%N/A0.000%
5/13/2025KLCM Advisors Inc.4,935$471K0.1%+8.7%0.001%
5/13/2025Caitong International Asset Management Co. Ltd1,073$102K0.1%N/A0.000%
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5/13/2025Gulf International Bank UK Ltd41,902$4.00M0.1%+2,695.3%0.006%
5/13/2025Russell Investments Group Ltd.259,852$24.78M0.0%+9.0%0.036%
5/13/2025Rathbones Group PLC42,354$4.04M0.0%-0.4%0.006%
5/12/2025AGF Management Ltd.634,805$60.63M0.3%-35.3%0.088%
5/12/2025Public Sector Pension Investment Board70,318$6.71M0.0%+0.4%0.010%
5/12/2025Operose Advisors LLC1,200$115K0.0%-47.7%0.000%
5/12/2025Nuveen LLC545,351$52.07M0.0%N/A0.075%
5/12/2025Virtu Financial LLC3,516$336K0.0%N/A0.000%
5/12/2025Invesco Ltd.1,012,257$96.68M0.0%-7.5%0.140%
5/12/2025Atlas Capital Advisors Inc.3,986$381K0.0%+1,997.9%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 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 467 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 ($4.85M), 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 51,865,370 shares in the last 24 months. This purchase volume represents approximately $4.87B in transactions.

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

Of the 195 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), Fiera Capital Corp ($3.21M), CIBC Asset Management Inc ($2.68M), Toronto Dominion Bank ($2.50M), and Federation des caisses Desjardins du Quebec ($1.71M).

How much institutional selling is happening at Bank Of Montreal?

Institutional investors have sold a total of 37,251,152 shares in the last 24 months. This volume of shares sold represents approximately $3.43B in transactions.



This page (NYSE:BMO) was last updated on 7/19/2025 by MarketBeat.com Staff
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