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Bank of Montreal (BMO) Institutional Ownership

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$97.62 +1.30 (+1.35%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$97.60 -0.03 (-0.03%)
As of 05/2/2025 04:46 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)
315
Total
Institutional Inflows
(last 12 months)
$5.05B
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$3.12B
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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
5/2/2025Forum Financial Management LP5,758$550K0.0%-27.6%0.001%
5/2/2025Montrusco Bolton Investments Inc.242,313$23.14M0.3%N/A0.033%
5/2/2025Triasima Portfolio Management inc.143,072$13.66M2.7%+6,664.6%0.020%
5/2/2025Bridgewater Advisors Inc.2,872$274K0.0%N/A0.000%
5/2/2025First Business Financial Services Inc.2,492$238K0.0%N/A0.000%
5/2/2025Massachusetts Financial Services Co. MA1,585,114$151.39M0.1%-1.5%0.219%
5/2/2025SBI Securities Co. Ltd.1,845$176K0.0%+23.8%0.000%
5/1/2025 MQS Management LLC5,700$544K0.3%N/A0.001%
5/1/2025 TruNorth Capital Management LLC505$48K0.0%+405.0%0.000%
5/1/2025 Stephens Inc. AR3,156$301K0.0%-4.2%0.000%
5/1/2025 Ballentine Partners LLC3,117$298K0.0%-3.9%0.000%
4/30/2025 Genus Capital Management Inc.24,165$2.31M0.3%-369.8%0.003%
4/30/2025 Cerity Partners LLC12,197$1.17M0.0%+11.7%0.002%
4/30/2025 Code Waechter LLC2,952$282K0.2%N/A0.000%
4/30/2025 Greenleaf Trust2,190$209K0.0%N/A0.000%
4/30/2025 DekaBank Deutsche Girozentrale144,907$13.69M0.0%+0.1%0.020%
4/30/2025 Valeo Financial Advisors LLC2,287$218K0.0%-20.2%0.000%
4/30/2025 M&T Bank Corp58,420$5.58M0.0%-1.8%0.008%
4/30/2025 Crossmark Global Holdings Inc.22,012$2.10M0.0%-8.8%0.003%
4/29/2025 Raleigh Capital Management Inc.11,379$1.09M0.5%+4.7%0.002%
4/29/2025 TD Private Client Wealth LLC23,817$2.28M0.1%+4.5%0.003%
4/29/2025 Envestnet Asset Management Inc.464,123$44.33M0.0%+0.7%0.064%
4/29/2025 VAUGHAN & Co SECURITIES INC.7,222$690K0.4%-2.3%0.001%
4/29/2025 HM Payson & Co.440$42K0.0%N/A0.000%
4/29/2025 Bank of New York Mellon Corp746,613$71.31M0.0%+5.3%0.103%
4/29/2025 Wayfinding Financial LLC469$44K0.0%N/A0.000%
4/29/2025 Checchi Capital Advisers LLC3,030$289K0.0%+20.4%0.000%
4/28/2025 D.A. Davidson & CO.6,621$632K0.0%-21.6%0.001%
4/28/2025 Baskin Financial Services Inc.7,428$709K0.1%+134.2%0.001%
4/28/2025 Private Trust Co. NA1,101$105K0.0%+28.3%0.000%
4/28/2025 Pinnacle Financial Partners Inc115,007$10.98M0.2%-18.3%0.016%
4/28/2025 First Bank & Trust15,214$1.45M0.3%+31.2%0.002%
4/28/2025 Keybank National Association OH10,229$977K0.0%-9.7%0.001%
4/28/2025 DAVENPORT & Co LLC30,023$2.87M0.0%+3.6%0.004%
4/28/2025 Cidel Asset Management Inc.237,194$22.65M1.5%+1.4%0.033%
4/24/2025 Crescent Grove Advisors LLC4,829$461K0.0%-2.4%0.001%
4/24/2025 Gold Investment Management Ltd.22,217$2.12M0.9%+5.1%0.003%
4/24/2025 PDS Planning Inc4,056$387K0.0%+8.2%0.001%
4/23/2025 Sequoia Financial Advisors LLC3,797$363K0.0%+5.4%0.001%
4/23/2025 Value Partners Investments Inc.508,135$48.57M4.2%+803.3%0.070%
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4/23/2025 Bessemer Group Inc.323,226$30.90M0.1%+1,240.6%0.045%
4/23/2025 JCIC Asset Management Inc.6,348$606K0.3%N/A0.001%
4/23/2025 Silver Lake Advisory LLC28,381$2.71M1.2%-1.3%0.004%
4/23/2025 Oppenheimer & Co. Inc.4,717$451K0.0%+2.6%0.001%
4/22/2025 Cambridge Investment Research Advisors Inc.10,344$988K0.0%-4.7%0.001%
4/22/2025 Intact Investment Management Inc.291,070$27.80M1.0%-63.5%0.040%
4/22/2025 Garde Capital Inc.682$65K0.0%N/A0.000%
4/21/2025 Good Steward Wealth Advisors LLC2,679$256K0.2%N/A0.000%
4/21/2025 Trifecta Capital Advisors LLC1,700$162K0.0%-26.1%0.000%
4/21/2025 Envestnet Portfolio Solutions Inc.17,384$1.66M0.0%-11.4%0.002%
4/18/2025 Five Oceans Advisors3,056$292K0.1%-9.2%0.000%
4/17/2025 NBT Bank N A NY2,012$192K0.0%-95.6%0.000%
4/17/2025 Grove Bank & Trust710$68K0.0%+39.2%0.000%
4/17/2025 Lorne Steinberg Wealth Management Inc.74,131$7.09M2.1%+7.5%0.010%
4/17/2025 Janney Montgomery Scott LLC24,285$2.32M0.0%-2.7%0.003%
4/17/2025 Mn Services Vermogensbeheer B.V.134,900$12.88M0.1%-14.3%0.019%
4/17/2025 Ritholtz Wealth Management12,123$1.16M0.0%-16.2%0.002%
4/16/2025 Union Bancaire Privee UBP SA27,944$2.71M0.1%-15.7%0.004%
4/15/2025 Fifth Third Bancorp3,495$334K0.0%-9.0%0.000%
4/15/2025 Thompson Investment Management Inc.2,524$241K0.0%-8.5%0.000%
4/15/2025 CX Institutional441$42K0.0%N/A0.000%
4/15/2025 Assenagon Asset Management S.A.24,620$2.35M0.0%-50.2%0.003%
4/15/2025 Avanza Fonder AB44,232$4.23M0.1%+4.5%0.006%
4/14/2025 Cardinal Capital Management Inc.1,108,517$105.90M3.6%-13.8%0.152%
4/14/2025 Farther Finance Advisors LLC2,844$274K0.0%+141.6%0.000%
4/14/2025 UMB Bank n.a.13,403$1.28M0.0%+16.5%0.002%
4/11/2025 Procyon Advisors LLC2,716$259K0.0%-18.9%0.000%
4/10/2025 Naples Global Advisors LLC17,965$1.72M0.2%-1.4%0.002%
4/10/2025 Romano Brothers AND Company51,433$4.91M0.6%-1.0%0.007%
4/9/2025 ST Germain D J Co. Inc.68,820$6.57M0.3%-6.0%0.009%
4/9/2025 Merit Financial Group LLC4,899$468K0.0%+21.9%0.001%
4/9/2025 NBC Securities Inc.3,501$334K0.0%+116,600.0%0.000%
4/9/2025 Addenda Capital Inc.692,967$66.19M3.2%-8.9%0.095%
4/8/2025 Lantz Financial LLC2,895$277K0.1%-4.1%0.000%
4/7/2025 GAMMA Investing LLC149,951$14.32M0.0%+9,451.0%0.021%
4/3/2025 Versant Capital Management Inc2,919$279K0.0%+5,407.5%0.000%
4/2/2025 Rempart Asset Management Inc.223,843$21.39M4.4%-0.9%0.031%
3/24/2025Avant Financial Advisors LLC2,080$202K0.2%N/A0.000%
3/24/2025Wellington Management Group LLP162,503$15.77M0.0%+29.4%0.022%
3/5/2025Probity Advisors Inc.12,650$1.23M0.2%-1.8%0.002%
2/25/2025Heck Capital Advisors LLC3,570$346K0.0%N/A0.000%
2/21/2025 Value Partners Investments Inc.56,254$5.46M3.1%-92.6%0.008%
2/20/2025Mackenzie Financial Corp12,215,628$1.18B1.5%+15.4%1.676%
2/20/2025Forum Financial Management LP7,958$772K0.0%+45.3%0.001%
2/19/2025North Star Asset Management Inc.8,422$817K0.0%+1.2%0.001%
2/19/2025Pinney & Scofield Inc.1,700$165K0.1%N/A0.000%
2/19/2025Public Employees Retirement System of Ohio69,232$6.72M0.0%N/A0.009%
2/18/2025Vise Technologies Inc.10,320$1.00M0.1%+19.9%0.001%
2/18/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp453,454$43.97M0.3%-85.7%0.062%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC935,625$90.80M0.0%-0.4%0.128%
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2/17/2025Voloridge Investment Management LLC656,919$63.75M0.2%-11.4%0.090%
2/17/2025Squarepoint Ops LLC5,454$529K0.0%+53.1%0.001%
2/17/2025Two Sigma Advisers LP163,398$15.86M0.0%+74.0%0.022%
2/17/2025Two Sigma Investments LP507,340$49.24M0.1%-40.2%0.070%
2/17/2025State of Wyoming4,225$410K0.1%N/A0.001%
2/17/2025Toronto Dominion Bank12,833,065$1.24B2.0%+8.6%1.758%
2/17/2025Studio Investment Management LLC1,488$144K0.0%-10.8%0.000%
2/17/2025Snowden Capital Advisors LLC3,040$295K0.0%N/A0.000%
2/17/2025Shell Asset Management Co.13,691$1.33M0.1%+7.9%0.002%
2/17/2025Quantinno Capital Management LP16,215$1.57M0.0%+77.8%0.002%
(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, 516 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 ($1.57B), Toronto Dominion Bank ($1.24B), National Bank of Canada FI ($1.24B), and Mackenzie Financial Corp ($1.18B).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 447 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), Toronto Dominion Bank ($5.33M), National Bank of Canada FI ($4.85M), Mackenzie Financial Corp ($3.61M), and TD Asset Management Inc ($3.19M).

How much institutional buying is happening at Bank of Montreal?

Institutional investors have bought a total of 195,550,887 shares in the last 24 months. This purchase volume represents approximately $18.95B in transactions.

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

Of the 264 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 ($8.24M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($4.49M), Toronto Dominion Bank ($4.40M), 1832 Asset Management L.P. ($3.73M), Fiera Capital Corp ($3.22M), National Bank of Canada FI ($3.11M), and CIBC Asset Management Inc ($2.90M).

How much institutional selling is happening at Bank of Montreal?

Institutional investors have sold a total of 54,411,947 shares in the last 24 months. This volume of shares sold represents approximately $5.00B in transactions.



This page (NYSE:BMO) was last updated on 5/3/2025 by MarketBeat.com Staff
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