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Bank Of Montreal (BMO) Institutional Ownership

Bank Of Montreal logo
$162.66 +1.96 (+1.22%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$162.63 -0.03 (-0.02%)
As of 10/9/2026 07:34 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 Massive. 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)
365
Total
Institutional Inflows
(last 12 months)
$12.84B
Number of
Institutional Sellers
(last 12 months)
213
Total
Institutional Outflows
(last 12 months)
$2.61B
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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
10/9/2026Riversedge Advisors LLC1,536$257K0.0%+12.9%0.000%
10/9/2026Pacifica Partners Inc.3,655$604K0.2%-14.5%0.001%
10/9/2026Mn Services Vermogensbeheer B.V.202,413$33.93M0.2%+0.9%0.029%
10/8/2026Farther Finance Advisors LLC6,012$1.01M0.0%+5.3%0.001%
10/8/2026Toth Financial Advisory Corp500$84K0.0%N/A0.000%
10/2/2026 Versant Capital Management Inc4,425$740K0.1%+4.3%0.001%
10/1/2026 Parrish Capital LLC5,863$981K0.8%-4.2%0.001%
9/23/2026QRG Capital Management Inc.2,584$457K0.0%+19.0%0.000%
9/23/2026Envestnet Asset Management Inc.67,031$11.84M0.0%-75.2%0.010%
9/22/2026Andra AP fonden52,000$9.19M0.1%+76.9%0.007%
9/9/2026Cidel Asset Management Inc.294,015$51.95M2.5%+125.1%0.042%
9/9/2026Integrated Wealth Concepts LLC3,408$602K0.0%-12.9%0.000%
9/9/2026NewEdge Advisors LLC1,564$276K0.0%-17.0%0.000%
9/9/2026Baird Financial Group Inc.43,080$7.61M0.0%+4.6%0.006%
9/8/2026Waverly Advisors LLC1,243$220K0.0%N/A0.000%
9/8/2026Nykredit A S150,735$26.63M0.1%N/A0.022%
9/1/2026 Parrish Capital LLC6,121$1.08M0.9%-11.8%0.001%
8/27/2026Corient Private Wealth LP20,093$3.55M0.0%+19.1%0.003%
8/26/2026Amundi1,215,809$217.82M0.1%+10.0%0.174%
8/26/2026HighTower Advisors LLC22,179$3.92M0.0%+0.3%0.003%
8/23/2026Ameritas Advisory Services LLC2,842$502K0.0%+59.8%0.000%
8/23/2026Operose Advisors LLC1,606$284K0.1%N/A0.000%
8/23/2026HB Wealth Management LLC12,873$2.28M0.0%+35.7%0.002%
8/22/2026Highland Investment Advisors LLC355$63K0.0%N/A0.000%
8/22/2026Syon Capital LLC8,098$1.43M0.1%+2.9%0.001%
8/22/2026TD Waterhouse Canada Inc.6,350,903$1.13B3.0%+2.0%0.911%
8/22/2026Concurrent Investment Advisors LLC1,243$220K0.0%-37.1%0.000%
8/21/2026Carter Financial Group INC.1,135$201K0.1%N/A0.000%
8/21/2026Nykredit A S175,516$31.01M0.1%N/A0.025%
8/21/2026Pacifica Partners Inc.4,275$743K0.2%-14.6%0.001%
8/21/2026Natural Investments LLC1,627$287K0.1%N/A0.000%
8/21/2026Legacy Financial Advisors Inc.3,772$667K0.1%-5.3%0.001%
8/20/2026Mufg Securities Canada LTD.991,466$174.96M4.6%-5.4%0.142%
8/20/2026Addenda Capital Inc.625,064$110.45M3.8%-7.3%0.090%
8/20/2026Oarsman Capital Inc.1,178$208K0.0%N/A0.000%
8/20/2026Susquehanna Fundamental Investments LLC287,700$50.84M1.0%+222.9%0.041%
8/20/2026Benjamin Edwards Inc.4,868$860K0.0%-43.5%0.001%
8/20/2026Northwestern Mutual Wealth Management Co.26,886$4.75M0.0%+7.3%0.004%
8/20/2026Greenleaf Trust1,471$260K0.0%N/A0.000%
8/19/2026Royal London Asset Management Ltd.26,537$4.69M0.0%-15.3%0.004%
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8/19/2026Van ECK Associates Corp42,505$7.51M0.0%-94.9%0.006%
8/19/2026Hsbc Holdings PLC5,188$915K0.0%+2.7%0.001%
8/19/2026Wellington Management Group LLP104,112$18.40M0.0%N/A0.015%
8/18/2026Beacon Pointe Advisors LLC52,280$9.24M0.0%N/A0.007%
8/18/202649 Wealth Management LLC2,675$473K0.1%N/A0.000%
8/18/2026North Star Asset Management Inc.8,099$1.43M0.1%N/A0.001%
8/18/2026United Capital Financial Advisors LLC3,325$588K0.0%N/A0.000%
8/18/2026Winning Points Advisors LLC1,400$247K0.3%N/A0.000%
8/18/2026Jefferies Financial Group Inc.7,492$1.32M0.0%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio59,739$10.56M0.0%N/A0.009%
8/17/2026Pure Financial Advisors LLC2,870$507K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP21,844$3.86M0.0%N/A0.003%
8/17/2026Ausdal Financial Partners Inc.8,842$1.56M0.1%N/A0.001%
8/17/2026Bank of America Corp DE588,633$104.01M0.0%N/A0.084%
8/15/2026Caisse de depot et placement du Quebec5,419,567$957.55M1.4%N/A0.777%
8/15/2026Man Group plc62,678$11.08M0.0%N/A0.009%
8/15/2026Polar Asset Management Partners Inc.449,680$20.45M0.3%N/A0.065%
8/15/2026Jupiter Topco LLC61,227$10.81M0.0%N/A0.009%
8/14/2026Hsbc Holdings PLC5,188$915K0.0%N/A0.001%
8/14/2026PDT Partners LLC1,600$283K0.0%N/A0.000%
8/14/2026Canada Pension Plan Investment Board7,256,202$1.28B0.7%N/A1.041%
8/14/2026Legal & General Group Plc4,212,134$744.21M0.2%N/A0.604%
8/14/2026The Manufacturers Life Insurance Company2,361,978$416.65M0.3%N/A0.339%
8/14/2026Jones Financial Companies Lllp600$106K0.0%N/A0.000%
8/14/2026Algert Global LLC2,022$357K0.0%-5.1%0.000%
8/13/2026OMERS ADMINISTRATION Corp1,230,715$217.45M1.3%N/A0.177%
8/13/2026Osmosis Investment Management UK Ltd22,907$4.05M0.2%N/A0.003%
8/13/2026Connor Clark & Lunn Investment Management Ltd.3,839,476$677.07M1.3%N/A0.551%
8/13/2026Bank of Nova Scotia5,205,604$920.00M1.4%N/A0.747%
8/12/2026Commerce Bank3,698$653K0.0%N/A0.001%
8/12/2026Northwestern Mutual Wealth Management Co.26,886$4.75M0.0%N/A0.004%
8/12/2026Quantbot Technologies LP24,489$4.33M0.2%N/A0.004%
8/12/2026Krane Financial Solutions LLC1,738$307K0.2%N/A0.000%
8/12/2026Varma Mutual Pension Insurance Co142,629$25.20M0.1%N/A0.020%
8/12/2026Korea Investment CORP409,037$72.27M0.1%N/A0.059%
8/12/2026EP Wealth Advisors LLC1,977$349K0.0%N/A0.000%
8/12/2026Ieq Capital LLC8,624$1.52M0.0%N/A0.001%
8/12/2026Callan Family Office LLC7,810$1.38M0.0%N/A0.001%
8/12/2026Fund Advisors of America Inc FL2,185$386K0.4%N/A0.000%
8/11/2026OneAscent Family Office LLC2,029$359K0.2%N/A0.000%
8/11/2026Virtus Advisers LLC378$95K0.0%N/A0.000%
8/11/2026PCM Encore LLC4,136$731K0.1%N/A0.001%
8/11/2026Asahi Life Asset Management CO. LTD.2,635$466K0.3%N/A0.000%
8/11/2026MSH Capital Advisors LLC1,877$332K0.1%N/A0.000%
8/11/2026Puzo Michael J3,500$618K0.2%N/A0.001%
8/11/2026Edmond DE Rothschild Holding S.A.160$28K0.0%N/A0.000%
8/11/2026Madison Asset Management LLC1,702$301K0.0%N/A0.000%
8/10/2026Johnson Financial Group Inc.1,138$201K0.0%N/A0.000%
8/10/2026West Family Investments Inc.2,388$422K0.1%+9.4%0.000%
8/10/2026Tacita Capital Inc8,605$1.52M0.8%N/A0.001%
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8/10/2026Empirical Asset Management LLC1,793$317K0.1%N/A0.000%
8/10/2026Compass Wealth Management LLC1,240$219K0.0%N/A0.000%
8/10/2026Danske Bank A S913$161K0.0%N/A0.000%
8/7/2026Citizens Financial Group Inc. RI1,375$243K0.0%N/A0.000%
8/7/2026K.J. Harrison & Partners Inc46,708$8.24M1.2%N/A0.007%
8/7/2026BlackRock Inc.622,130$109.93M0.0%N/A0.089%
8/7/2026Deutsche Bank AG1,334,415$235.79M0.1%N/A0.191%
8/7/2026Trust Co. of Vermont651$115K0.0%N/A0.000%
8/7/2026Plato Investment Management Ltd26,449$4.65M0.3%N/A0.004%
8/7/2026N.E.W. Advisory Services LLC858$152K0.0%N/A0.000%


BMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 634 institutional investors and hedge funds held shares of Bank Of Montreal. The most heavily invested institutionals were Vanguard Group Inc. ($4.29B), Canerector Inc. ($2.95B), TD Asset Management Inc ($2.52B), TD Asset Management Inc. ($1.71B), Canada Pension Plan Investment Board ($1.28B), Toronto Dominion Bank ($1.24B), and National Bank of Canada FI ($1.24B).Learn more on Bank Of Montreal's institutional investors.

45.82% of Bank Of Montreal's stock is owned by institutional investors. Learn more on BMO's institutional investor holdings.

Of the 561 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: Norges Bank ($29.30M), Canerector Inc. ($22.54M), Canada Pension Plan Investment Board ($8.73M), Caisse de depot et placement du Quebec ($5.42M), Bank of Nova Scotia ($5.21M), The Manufacturers Life Insurance Company ($4.52M), and Legal & General Group Plc ($4.43M).

Institutional investors have bought a total of 85,612,290 shares in the last 24 months. This purchase volume represents approximately $12.84B in transactions.

Of the 213 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 ($2.59M), Public Sector Pension Investment Board ($1.81M), UBS Group AG ($1.61M), Guardian Capital LP ($1.40M), Bank of America Corp DE ($1.23M), CIBC Asset Management Inc ($1.02M), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.02M).

Institutional investors have sold a total of 19,597,090 shares in the last 24 months. This volume of shares sold represents approximately $2.61B in transactions.


Related Companies

Institutional ownership data for NYSE:BMO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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