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Bank of Montreal (BMO) Institutional Ownership

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$92.40 -1.03 (-1.10%)
Closing price 04/21/2025 03:58 PM Eastern
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$92.25 -0.15 (-0.16%)
As of 08:02 AM 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)
307
Total
Institutional Inflows
(last 12 months)
$4.96B
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$3.07B
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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
4/21/2025Good Steward Wealth Advisors LLC2,679$256K0.2%N/A0.000%
4/21/2025Trifecta Capital Advisors LLC1,700$162K0.0%-26.1%0.000%
4/21/2025Envestnet 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%
2/21/2025Value 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%
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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%
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%
2/17/2025Man Group plc52,757$5.12M0.0%+52.1%0.007%
2/17/2025NorthRock Partners LLC17,941$1.74M0.1%N/A0.002%
2/17/2025Nuveen Asset Management LLC1,579,064$153.22M0.0%+0.2%0.216%
2/17/2025Letko Brosseau & Associates Inc.1,878,964$182.32M3.5%-2.1%0.257%
2/17/2025Investment Management Corp of Ontario122,783$11.92M0.4%-2.2%0.017%
2/17/2025Janus Henderson Group PLC76,763$7.45M0.0%+7.9%0.011%
2/17/2025JARISLOWSKY FRASER Ltd6,711,773$651.25M3.8%+6.8%0.919%
2/17/2025Graham Capital Management L.P.12,742$1.24M0.0%-50.2%0.002%
2/17/2025Focus Partners Wealth7,527$731K0.0%+122.7%0.001%
2/17/2025Ewing Morris & Co. Investment Partners Ltd.25,741$2.50M1.0%N/A0.004%
2/17/2025Deutsche Bank AG1,016,659$98.67M0.0%+8.2%0.139%
2/17/2025Dunhill Financial LLC400$39K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers55,745$5.41M0.0%+185.1%0.008%
2/17/2025Captrust Financial Advisors8,325$808K0.0%+177.4%0.001%
2/17/2025Cary Street Partners Financial LLC3,919$380K0.0%N/A0.001%
2/17/2025Baird Financial Group Inc.36,857$3.58M0.0%+0.8%0.005%
2/17/2025Beverly Hills Private Wealth LLC3,912$380K0.1%+71.9%0.001%
2/17/2025Benjamin Edwards Inc.6,645$645K0.0%+67.8%0.001%
2/17/2025BNP Paribas Financial Markets439$43K0.0%-89.2%0.000%
2/17/2025Ameriprise Financial Inc.51,920$5.04M0.0%-14.5%0.007%
2/17/2025Algert Global LLC17,509$1.70M0.0%+5.3%0.002%
2/17/2025Anson Funds Management LP20,000$1.94M0.2%N/A0.003%
2/17/2025AXA S.A.38,885$3.77M0.0%-80.6%0.005%
2/14/2025Mercer Global Advisors Inc. ADV6,300$611K0.0%N/A0.001%
2/14/2025Guardian Capital LP2,151,876$208.80M7.8%-0.3%0.295%
2/14/2025Firestone Capital Management2,100$204K0.1%N/A0.000%
2/14/2025Lido Advisors LLC4,516$438K0.0%N/A0.001%
2/14/2025Northern Trust Corp537,809$52.19M0.0%+74.1%0.074%
2/14/2025The Manufacturers Life Insurance Company 6,838,171$664.74M0.6%+42.7%0.937%
2/14/2025Beacon Pointe Advisors LLC52,159$5.06M0.1%+0.8%0.007%
2/14/2025Berger Financial Group Inc9,827$954K0.1%-1.5%0.001%
2/14/2025Nebula Research & Development LLC9,391$911K0.1%-3.9%0.001%
2/14/2025Kovitz Investment Group Partners LLC3,319$322K0.0%N/A0.000%
2/14/2025Integrated Wealth Concepts LLC3,399$330K0.0%-5.0%0.000%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.3,675$357K0.0%-23.0%0.001%
2/14/2025Syon Capital LLC6,478$629K0.1%+9.6%0.001%
2/14/2025Pinebridge Investments L.P.12,813$1.24M0.0%-11.6%0.002%
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2/14/2025Spartan Fund Management Inc.14,200$1.38M5.1%N/A0.002%
2/14/2025Stifel Financial Corp231,195$22.44M0.0%+58.1%0.032%
2/14/2025State of Tennessee Department of Treasury418,328$40.59M0.1%+0.2%0.057%
2/14/2025TD Waterhouse Canada Inc.2,653,260$256.73M2.1%+7.1%0.363%
2/14/2025Tower Research Capital LLC TRC 5,114$496K0.0%-7.3%0.001%
2/14/2025MML Investors Services LLC33,361$3.24M0.0%+293.1%0.005%
2/14/2025Natixis5,132$498K0.0%+2,440.6%0.001%
2/14/2025Ossiam53,615$5.20M0.2%-30.5%0.007%
2/14/2025Bank of Nova Scotia Trust Co.503,614$48.88M5.2%+1.1%0.069%
2/14/2025Dimensional Fund Advisors LP3,604,088$349.78M0.1%+1.3%0.494%
(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, 511 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 438 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 ($105.51M), 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 194,540,045 shares in the last 24 months. This purchase volume represents approximately $18.85B in transactions.

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

Of the 266 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 ($3.27M), 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 54,201,682 shares in the last 24 months. This volume of shares sold represents approximately $4.98B in transactions.


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This page (NYSE:BMO) was last updated on 4/22/2025 by MarketBeat.com Staff
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