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Bank Of Montreal (BMO) Institutional Ownership

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$124.83 -3.43 (-2.67%)
Closing price 10/16/2025 03:59 PM Eastern
Extended Trading
$126.12 +1.29 (+1.03%)
As of 10/16/2025 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.
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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)
389
Total
Institutional Inflows
(last 12 months)
$6.27B
Number of
Institutional Sellers
(last 12 months)
219
Total
Institutional Outflows
(last 12 months)
$3.23B
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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
10/16/2025Carnegie Investment Counsel24,068$3.14M0.1%+6.0%0.003%
10/16/2025Avanza Fonder AB45,580$5.94M0.2%+3.0%0.006%
10/15/2025 CWM LLC4,090$533K0.0%+23.5%0.001%
10/15/2025 Brookstone Capital Management1,651$215K0.0%N/A0.000%
10/15/2025 Value Partners Investments Inc.511,321$66.61M5.4%+0.9%0.072%
10/15/2025 DAVENPORT & Co LLC31,605$4.12M0.0%+2.6%0.004%
10/15/2025 Silver Lake Advisory LLC18,858$2.46M1.0%-33.6%0.003%
10/14/2025 Yousif Capital Management LLC8,281$1.08M0.0%-19.6%0.001%
10/14/2025 Cliftonlarsonallen Wealth Advisors LLC19,492$2.54M0.0%+2.4%0.003%
10/14/2025 Berger Financial Group Inc9,350$1.22M0.1%-1.9%0.001%
10/14/2025 Brighton Jones LLC3,552$463K0.0%+7.4%0.000%
10/10/2025 First Bank & Trust16,836$2.19M0.4%+3.9%0.002%
10/9/2025 Toth Financial Advisory Corp400$52K0.0%N/A0.000%
10/9/2025 Redhawk Wealth Advisors Inc.6,989$910K0.1%N/A0.001%
10/9/2025 Voya Investment Management LLC22,450$2.93M0.0%-23.1%0.003%
10/9/2025 Baskin Financial Services Inc.7,067$920K0.1%+2.8%0.001%
10/9/2025 Affinity Capital Advisors LLC1,619$211K0.0%N/A0.000%
10/9/2025 Addenda Capital Inc.734,616$95.68M3.5%+9.5%0.103%
10/9/2025 Buckhead Capital Management LLC1,750$228K0.1%N/A0.000%
10/9/2025 Pacifica Partners Inc.5,100$665K0.2%-8.3%0.001%
10/8/2025 Ipswich Investment Management Co. Inc.5,485$714K0.2%-2.2%0.001%
10/8/2025 Ignite Planners LLC9,635$1.26M0.2%-4.8%0.001%
10/7/2025 ST Germain D J Co. Inc.35,827$4.67M0.2%-26.5%0.005%
10/7/2025 Assenagon Asset Management S.A.23,206$3.02M0.0%-5.9%0.003%
10/7/2025 Union Bancaire Privee UBP SA22,380$2.92M0.1%-13.7%0.003%
10/3/2025 Cardinal Capital Management Inc.1,107,992$144.47M4.2%+0.1%0.155%
9/26/2025Corient Private Wealth LLC22,684$2.51M0.0%+30.2%0.003%
9/22/2025Caldwell Trust Co1,500$166K0.0%N/A0.000%
9/12/2025Valeo Financial Advisors LLC2,162$239K0.0%-5.5%0.000%
9/4/2025Osaic Holdings Inc.19,484$2.16M0.0%-15.8%0.003%
8/27/2025Orion Porfolio Solutions LLC10,246$1.13M0.0%+9.3%0.001%
8/26/2025Thrivent Financial for Lutherans2,373$259K0.0%-41.3%0.000%
8/25/2025Silverlake Wealth Management LLC4,001$443K0.1%-10.0%0.001%
8/19/2025State of Wyoming12,233$1.35M0.2%-14.2%0.002%
8/18/2025Geneos Wealth Management Inc.2,783$308K0.0%+64.3%0.000%
8/16/2025Public Sector Pension Investment Board2,170,118$240.01M1.0%+2,986.1%0.303%
8/16/2025Evergreen Capital Management LLC4,309$477K0.0%-26.6%0.001%
8/16/2025Headlands Technologies LLC549$61K0.0%N/A0.000%
8/15/2025CANADA LIFE ASSURANCE Co433,739$47.99M0.1%-9.2%0.061%
8/15/2025Tower Research Capital LLC TRC 2,226$246K0.0%-92.7%0.000%
8/15/2025Resources Management Corp CT ADV9,485$1.05M0.1%-52.5%0.001%
8/15/2025Corient Private Wealth LLC22,684$2.51M0.0%+30.2%0.003%
8/15/2025Ewing Morris & Co. Investment Partners Ltd.26,888$2.97M1.3%+0.9%0.004%
8/15/2025Captrust Financial Advisors8,229$910K0.0%-2.6%0.001%
8/15/2025WFA of San Diego LLC250$28K0.0%N/A0.000%
8/15/2025Vident Advisory LLC2,888$320K0.0%-24.9%0.000%
8/15/2025Orion Porfolio Solutions LLC10,246$1.13M0.0%+9.3%0.001%
8/15/2025MML Investors Services LLC35,078$3.88M0.0%+2.7%0.005%
8/15/2025Man Group plc110,116$12.18M0.0%+3.6%0.015%
8/15/2025ICONIQ Capital LLC3,539$392K0.0%-25.6%0.000%
8/15/2025Great Valley Advisor Group Inc.5,515$611K0.0%-16.6%0.001%
8/15/2025Curi Capital LLC4,723$523K0.0%+73.9%0.001%
8/15/2025Barometer Capital Management Inc.105,572$11.68M3.5%+29.2%0.015%
8/15/2025Benjamin Edwards Inc.8,453$935K0.0%+20.8%0.001%
8/15/2025BNP Paribas Financial Markets4,176$462K0.0%+102.0%0.001%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp739,598$82.02M0.5%+18.3%0.103%
8/15/2025Ameriprise Financial Inc.42,789$4.73M0.0%-18.5%0.006%
8/14/2025Raymond James Financial Inc.492,128$54.44M0.0%-0.2%0.069%
8/14/2025Worldquant Millennium Advisors LLC9,901$1.10M0.0%N/A0.001%
8/14/2025Canada Pension Plan Investment Board3,492,390$387.28M0.3%-5.0%0.488%
8/14/2025Quantinno Capital Management LP27,374$3.03M0.0%+31.5%0.004%
8/14/2025Operose Advisors LLC1,404$155K0.0%+17.0%0.000%
8/14/2025The Manufacturers Life Insurance Company 3,349,980$369.30M0.3%-44.9%0.468%
8/14/2025CIBC Asset Management Inc6,189,614$686.68M2.1%-6.7%0.864%
8/14/2025Nebula Research & Development LLC5,423$600K0.1%+30.1%0.001%
8/14/2025NewEdge Advisors LLC2,800$310K0.0%+5,614.3%0.000%
8/14/2025Qube Research & Technologies Ltd411,108$45.52M0.0%+166.3%0.057%
8/14/2025Intact Investment Management Inc.231,550$25.65M0.9%-20.4%0.032%
8/14/2025Investment Management Corp of Ontario140,377$15.53M0.2%-1.2%0.020%
8/14/2025AXA S.A.168,961$18.69M0.1%+50.1%0.024%
8/14/2025Ossiam26,393$2.92M0.0%-49.7%0.004%
8/14/2025Bank of Nova Scotia7,621,886$844.41M1.7%-9.4%1.064%
8/14/2025Cerity Partners LLC12,364$1.37M0.0%+1.4%0.002%
8/14/2025Federated Hermes Inc.1,222,689$135.27M0.3%+2.1%0.171%
8/13/2025Amundi983,846$110.33M0.0%+40.2%0.137%
8/13/2025Marshall Wace LLP6,582$728K0.0%-25.3%0.001%
8/13/2025Beutel Goodman & Co Ltd.5,767,972$637.92M3.6%-3.4%0.803%
8/13/2025Baird Financial Group Inc.37,603$4.16M0.0%+3.5%0.005%
8/13/2025First Trust Advisors LP370,818$41.03M0.0%-13.9%0.052%
8/13/2025Crescent Grove Advisors LLC3,839$425K0.0%-20.5%0.001%
8/13/2025EverSource Wealth Advisors LLC3,303$365K0.0%+44.7%0.000%
8/13/2025Invesco Ltd.1,061,370$117.42M0.0%+4.9%0.148%
8/13/20251832 Asset Management L.P.6,855,991$758.48M0.6%-1.2%0.954%
8/13/2025Arrowstreet Capital Limited Partnership9,198$1.02M0.0%N/A0.001%
8/13/2025Westerkirk Capital Inc.36,874$4.08M0.5%N/A0.005%
8/13/2025M&T Bank Corp58,087$6.43M0.0%-0.6%0.008%
8/13/2025OMERS ADMINISTRATION Corp327,055$36.17M0.3%+48.7%0.046%
8/13/2025Claret Asset Management Corp88,493$9.81M1.3%+1.2%0.012%
8/13/2025West Family Investments Inc.3,810$422K0.1%+67.3%0.001%
8/13/2025Mackenzie Financial Corp10,051,692$1.11B1.4%-1.2%1.399%
8/13/2025Skandinaviska Enskilda Banken AB publ 108,550$12.01M0.1%+9.2%0.015%
8/13/2025Norges Bank10,679,880$1.18B0.1%N/A1.487%
8/13/2025Quadrature Capital Ltd29,703$3.29M0.1%N/A0.004%
8/13/2025Scotia Capital Inc.3,577,139$395.75M1.9%+3.3%0.498%
8/13/2025Hsbc Holdings PLC403,185$44.70M0.0%+6.1%0.056%
8/13/2025Bank of Nova Scotia Trust Co.510,282$56.45M5.6%+0.8%0.071%
8/13/2025Capital Fund Management S.A.109,757$12.14M0.0%-8.1%0.015%
8/13/2025Northwestern Mutual Wealth Management Co.12,225$1.35M0.0%-2.4%0.002%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC127,777$14.13M0.0%+151.5%0.018%
8/13/2025Johnson Financial Group Inc.1,030$114K0.0%+1,414.7%0.000%
(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, 559 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 493 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 62,590,068 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 219 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 32,961,968 shares in the last 24 months. This volume of shares sold represents approximately $3.23B in transactions.


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This page (NYSE:BMO) was last updated on 10/17/2025 by MarketBeat.com Staff
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