Bank Of Montreal (BMO) Institutional Ownership

$176.18 +1.08 (+0.62%)

Closing price 06/29/2026 03:59 PM Eastern

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$176.14 -0.04 (-0.02%)

As of 06/29/2026 05:39 PM Eastern

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Current Institutional Ownership Percentage: 45.82%
Number of Institutional Buyers (last 12 months): 380
Total Institutional Inflows (last 12 months): $8.52B

Number of Institutional Sellers (last 12 months): 254
Total Institutional Outflows (last 12 months): $3.08B

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BMO Institutional Buying and Selling by Quarter

Bank Of Montreal Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/23/2026	Ballast Advisors LLC	653	$88K	0.0%	N/A	0.000%
6/9/2026	Rathbones Group PLC	42,154	$5.69M	0.0%	+1.9%	0.006%
6/3/2026	Parallel Advisors LLC	2,912	$394K	0.0%	+5.5%	0.000%
6/3/2026	NewEdge Advisors LLC	1,884	$255K	0.0%	-28.6%	0.000%
5/29/2026	Krane Financial Solutions LLC	1,738	$235K	0.2%	N/A	0.000%
5/28/2026	Cozad Asset Management Inc.	2,453	$332K	0.0%	-13.5%	0.000%
5/26/2026	Glenmede Trust Co. NA	6,810	$922K	0.0%	+3.7%	0.001%
5/22/2026	Segall Bryant & Hamill LLC	6,270	$891K	0.0%	N/A	0.001%
5/19/2026	Western Wealth Management LLC	277	$38K	0.0%	N/A	0.000%
5/19/2026	Bank of America Corp DE	1,631,276	$220.78M	0.0%	-32.1%	0.233%
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5/19/2026	Janus Henderson Group PLC	61,427	$8.27M	0.0%	-1.3%	0.009%
5/19/2026	Strategic Investment Advisors MI	3,556	$481K	0.0%	N/A	0.001%
5/19/2026	Arkadios Wealth Advisors	1,775	$240K	0.0%	+5.6%	0.000%
5/18/2026	Guardian Partners Inc.	368,162	$49.86M	4.2%	-1.0%	0.053%
5/18/2026	Amundi	1,105,043	$151.69M	0.0%	-14.3%	0.158%
5/18/2026	EverSource Wealth Advisors LLC	4,286	$580K	0.0%	+16.9%	0.001%
5/18/2026	Resources Management Corp CT ADV	8,770	$1.19M	0.2%	-6.7%	0.001%
5/16/2026	The Manufacturers Life Insurance Company	2,434,845	$329.49M	0.3%	-13.2%	0.347%
5/16/2026	Quantinno Capital Management LP	65,599	$8.88M	0.0%	+38.3%	0.009%
5/16/2026	Lazard Asset Management LLC	3,083	$418K	0.0%	+8.0%	0.000%
5/15/2026	Gateway Wealth Partners LLC	3,260	$441K	0.0%	N/A	0.000%
5/15/2026	OMERS ADMINISTRATION Corp	1,220,655	$164.81M	1.1%	-1.9%	0.174%
5/15/2026	Lombard Odier Asset Management Switzerland SA	62,396	$8.45M	0.3%	+29.5%	0.009%
5/15/2026	Wealth Alliance LLC	4,575	$619K	0.1%	-28.8%	0.001%
5/15/2026	Cumberland Partners Ltd	34,895	$4.72M	0.4%	-14.9%	0.005%
5/15/2026	Bridgewater Advisors Inc.	2,275	$342K	0.0%	-20.7%	0.000%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	3,495,672	$473.31M	0.8%	+7.0%	0.499%
5/14/2026	Hilltop Holdings Inc.	2,448	$331K	0.0%	+6.6%	0.000%
5/14/2026	Morningstar Investment Management LLC	10,675	$1.45M	0.1%	+11.5%	0.002%
5/14/2026	Public Employees Retirement System of Ohio	52,594	$7.10M	0.0%	-28.6%	0.008%
5/14/2026	Compound Planning Inc.	9,660	$1.31M	0.0%	+12.9%	0.001%
5/14/2026	Modern Wealth Management LLC	2,430	$333K	0.0%	+39.0%	0.000%
5/14/2026	Bank of Nova Scotia	5,032,483	$681.46M	1.1%	-15.6%	0.718%
5/14/2026	Dickmeyer Boyce Financial Management Inc.	6,830	$924K	0.5%	N/A	0.001%
5/14/2026	Sei Investments Co.	1,494	$202K	0.0%	N/A	0.000%
5/14/2026	State of Wyoming	8,640	$1.17M	0.1%	N/A	0.001%
5/13/2026	Cetera Investment Advisers	48,668	$6.59M	0.0%	-6.3%	0.007%
5/13/2026	First Trust Advisors LP	272,416	$36.87M	0.0%	-5.5%	0.039%
5/12/2026	Barometer Capital Management Inc.	44,500	$6.02M	2.5%	+3.4%	0.006%
5/8/2026	PNC Financial Services Group Inc.	23,606	$3.20M	0.0%	-12.7%	0.003%
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5/8/2026	Oslo Pensjonsforsikring AS	1,700	$230K	0.0%	N/A	0.000%
5/8/2026	Andra AP fonden	29,400	$3.98M	0.0%	N/A	0.004%
5/8/2026	Johnson Financial Group Inc.	794	$107K	0.0%	-21.1%	0.000%
5/7/2026	Aldebaran Capital LLC	1,700	$230K	0.2%	N/A	0.000%
5/7/2026	Dimensional Fund Advisors LP	3,688,644	$499.19M	0.1%	+2.8%	0.526%
5/7/2026	Parallel Advisors LLC	2,912	$394K	0.0%	+5.5%	0.000%
5/7/2026	Greenwood Gearhart LLC	1,622	$220K	0.0%	N/A	0.000%
5/7/2026	SEB Asset Management AB	174,150	$23.51M	0.1%	N/A	0.025%
5/7/2026	Mediolanum International Funds Ltd	7,177	$945K	0.0%	+90.7%	0.001%
5/6/2026	Annis Gardner Whiting Capital Advisors LLC	1,623	$220K	0.0%	+627.8%	0.000%
5/6/2026	Assetmark Inc.	11,769	$1.59M	0.0%	-16.3%	0.002%
5/6/2026	Bessemer Group Inc.	41,906	$5.66M	0.0%	+3.5%	0.006%
5/6/2026	Independent Financial Group LLC	1,590	$215K	0.0%	N/A	0.000%
5/5/2026	D.A. Davidson & CO.	9,331	$1.26M	0.0%	+24.7%	0.001%
5/5/2026	Bank of New York Mellon Corp	710,262	$96.13M	0.0%	-3.9%	0.101%
5/5/2026	Geneos Wealth Management Inc.	2,725	$369K	0.0%	-12.8%	0.000%
5/5/2026	Checchi Capital Advisers LLC	3,141	$425K	0.0%	+2.9%	0.000%
5/5/2026	Maryland State Retirement & Pension System	80,062	$10.85M	0.2%	+6.0%	0.011%
5/5/2026	Hillsdale Investment Management Inc.	543,809	$73.64M	2.0%	+13.7%	0.078%
5/4/2026	J. Safra Sarasin Holding AG	1,774	$240K	0.0%	+14.8%	0.000%
5/2/2026	International Assets Investment Management LLC	406,135	$54.97M	1.3%	N/A	0.058%
5/2/2026	Associated Banc Corp	8,738	$1.18M	0.0%	-1.7%	0.001%
5/2/2026	ARQ Wealth Advisors LLC	1,775	$240K	0.0%	N/A	0.000%
5/1/2026	Ferguson Wellman Capital Management Inc.	4,238	$574K	0.0%	N/A	0.001%
5/1/2026	Midwest Trust Co	4,632	$627K	0.0%	-13.9%	0.001%
5/1/2026	Fifth Third Bancorp	2,736	$370K	0.0%	-11.4%	0.000%
5/1/2026	Candriam S.C.A.	244,022	$32.95M	0.2%	+16.5%	0.035%
5/1/2026	Sequoia Financial Advisors LLC	6,384	$864K	0.0%	+7.8%	0.001%
4/30/2026	Hsbc Holdings PLC	5,051	$678K	0.0%	N/A	0.001%
4/30/2026	Kestra Advisory Services LLC	19,562	$2.65M	0.0%	-5.7%	0.003%
4/30/2026	Isthmus Partners LLC	2,891	$391K	0.0%	-6.5%	0.000%
4/30/2026	Munich Reinsurance Co Stock Corp in Munich	845	$114K	0.0%	-36.8%	0.000%
4/28/2026	Busey Bank	5,849	$792K	0.0%	-6.4%	0.001%
4/28/2026	Kathmere Capital Management LLC	2,354	$319K	0.0%	+17.4%	0.000%
4/28/2026	Raleigh Capital Management Inc.	7,094	$960K	0.3%	-22.6%	0.001%
4/28/2026	K.J. Harrison & Partners Inc	47,958	$6.48M	1.1%	-3.3%	0.007%
4/28/2026	NBT Bank N A NY	46,069	$6.24M	0.4%	+3,443.8%	0.007%
4/28/2026	Montrusco Bolton Investments Inc.	204,967	$27.67M	0.4%	-1.7%	0.029%
4/28/2026	Turn8 Private Wealth Inc.	11,215	$1.51M	0.9%	+0.8%	0.002%
4/28/2026	QRG Capital Management Inc.	2,172	$294K	0.0%	N/A	0.000%
4/27/2026	HB Wealth Management LLC	9,484	$1.28M	0.0%	+104.0%	0.001%
4/27/2026	PFG Investments LLC	1,610	$218K	0.0%	-4.6%	0.000%
4/27/2026	World Investment Advisors	4,583	$620K	0.0%	-5.2%	0.001%
4/27/2026	Private Advisor Group LLC	20,944	$2.84M	0.0%	+1.1%	0.003%
4/27/2026	Y Intercept Hong Kong Ltd	43,209	$5.85M	0.1%	N/A	0.006%
4/27/2026	VAUGHAN & Co SECURITIES INC.	5,248	$710K	0.4%	-3.0%	0.001%
4/25/2026	Keybank National Association OH	11,755	$1.59M	0.0%	+26.4%	0.002%
4/24/2026	Fulton Bank N.A.	7,299	$988K	0.0%	-27.7%	0.001%
4/24/2026	USS Investment Management Ltd	110,275	$14.90M	0.1%	+1.0%	0.016%
4/24/2026	Bayban	489	$66K	0.1%	-83.4%	0.000%
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4/23/2026	KOM Wealth Management Group LLC	1,523	$206K	0.1%	N/A	0.000%
4/23/2026	Lansforsakringar Fondforvaltning AB publ	166,129	$22.43M	0.1%	+0.7%	0.024%
4/23/2026	Apollon Wealth Management LLC	2,232	$302K	0.0%	+7.4%	0.000%
4/23/2026	Canoe Financial LP	1,442	$195K	0.0%	N/A	0.000%
4/22/2026	Janney Montgomery Scott LLC	16,862	$2.28M	0.0%	-14.8%	0.002%
4/22/2026	Pictet Asset Management Holding SA	379,414	$51.23M	0.1%	-5.6%	0.054%
4/22/2026	Summerhill Capital Management lnc.	2,907	$393K	0.3%	N/A	0.000%
4/22/2026	Union Bancaire Privee UBP SA	14,987	$1.98M	0.0%	+0.8%	0.002%
4/22/2026	Value Partners Investments Inc.	440,552	$59.55M	4.5%	-5.3%	0.063%
4/21/2026	OLD National Bancorp IN	1,953	$264K	0.0%	-23.2%	0.000%

BMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 623 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), Toronto Dominion Bank ($1.24B), National Bank of Canada FI ($1.24B), and FIL Ltd ($1.23B).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 547 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), Healthcare of Ontario Pension Plan Trust Fund ($3.30M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($3.10M), Vanguard Group Inc. ($3.10M), Goldman Sachs Group Inc. ($2.90M), and International Assets Investment Management LLC ($2.70M).

Institutional investors have bought a total of 68,254,180 shares in the last 24 months. This purchase volume represents approximately $8.52B in transactions.

Of the 254 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 ($3.38M), The Manufacturers Life Insurance Company ($3.22M), Public Sector Pension Investment Board ($1.81M), UBS Group AG ($1.61M), CIBC Asset Management Inc ($1.46M), Guardian Capital LP ($1.40M), and Bank of America Corp DE ($1.23M).

Institutional investors have sold a total of 24,514,626 shares in the last 24 months. This volume of shares sold represents approximately $3.08B in transactions.

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This page (NYSE:BMO) was last updated on 6/30/2026 by MarketBeat.com Staff.

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Bank Of Montreal (BMO) Institutional Ownership

BMO Institutional Buying and Selling by Quarter

Bank Of Montreal Major Shareholders & Ownership History

BMO Institutional Ownership - Frequently Asked Questions

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Bank Of Montreal (BMO) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Bank Of Montreal (NYSE:BMO)

BMO Institutional Buying and Selling by Quarter

Bank Of Montreal Major Shareholders & Ownership History

BMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BMO shares?

What percentage of Bank Of Montreal's stock is owned by institutional investors?

Which institutional investors have been buying Bank Of Montreal's stock?

How much institutional buying is happening at Bank Of Montreal?

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

How much institutional selling is happening at Bank Of Montreal?

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