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Bank Of Montreal (BMO) Institutional Ownership

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$181.62 +0.07 (+0.04%)
Closing price 08/7/2026 03:59 PM Eastern
Extended Trading
$185.10 +3.49 (+1.92%)
As of 08/7/2026 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)
362
Total
Institutional Inflows
(last 12 months)
$8.89B
Number of
Institutional Sellers
(last 12 months)
231
Total
Institutional Outflows
(last 12 months)
$3.00B
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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
8/7/2026 Citizens Financial Group Inc. RI1,375$243K0.0%N/A0.000%
8/7/2026 K.J. Harrison & Partners Inc46,708$8.24M1.2%N/A0.007%
8/7/2026 BlackRock Inc.622,130$109.93M0.0%N/A0.089%
8/7/2026 Deutsche Bank AG1,334,415$235.79M0.1%N/A0.191%
8/7/2026 Trust Co. of Vermont651$115K0.0%N/A0.000%
8/7/2026 Plato Investment Management Ltd26,449$4.65M0.3%N/A0.004%
8/7/2026 N.E.W. Advisory Services LLC858$152K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC1,173$207K0.0%N/A0.000%
8/6/2026 Alberta Investment Management Corp810,135$143.05M0.8%N/A0.116%
8/6/2026 Fielder Capital Group LLC2,640$467K0.1%N/A0.000%
8/6/2026 Silverlake Wealth Management LLC3,875$685K0.1%N/A0.001%
8/6/2026 Bank of New York Mellon Corp739,895$130.74M0.0%N/A0.106%
8/6/2026 Focus Partners Advisor Solutions LLC2,972$525K0.0%N/A0.000%
8/6/2026 State of Wyoming7,660$1.35M0.1%N/A0.001%
8/5/2026 Bridgewater Advisors Inc.2,359$424K0.0%N/A0.000%
7/10/2026 Annex Advisory Services LLC3,836$678K0.0%-2.3%0.001%
7/10/2026 FORM Wealth Advisors LLC1,362$241K0.0%-10.8%0.000%
7/10/2026 Cardinal Capital Management Inc.999,266$176.27M4.3%-0.5%0.143%
7/10/2026 Fiduciary Financial Group LLC1,767$312K0.0%-3.1%0.000%
7/10/2026 Redhawk Wealth Advisors Inc.10,791$1.91M0.2%+3.2%0.002%
7/10/2026 Fulton Bank N.A.2,952$522K0.0%-59.6%0.000%
7/9/2026 First Bank & Trust14,338$2.53M0.4%-17.1%0.002%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab114,582$20.25M0.2%+11.0%0.016%
7/8/2026 Apella Capital LLC1,153$206K0.0%N/A0.000%
7/8/2026 55 North Private Wealth LLC1,531$271K0.1%N/A0.000%
7/7/2026 GAMMA Investing LLC742$131K0.0%-54.9%0.000%
7/2/2026 Versant Capital Management Inc4,241$749K0.1%+1.9%0.001%
7/1/2026 Eastern Bank496$88K0.0%N/A0.000%
6/30/2026Winning Points Advisors LLC1,400$204K0.2%N/A0.000%
6/23/2026Ballast Advisors LLC653$88K0.0%N/A0.000%
6/9/2026 Rathbones Group PLC42,154$5.69M0.0%+1.9%0.006%
6/3/2026 Parallel Advisors LLC2,912$394K0.0%+5.5%0.000%
6/3/2026NewEdge Advisors LLC1,884$255K0.0%-28.6%0.000%
5/29/2026Krane Financial Solutions LLC1,738$235K0.2%N/A0.000%
5/28/2026Cozad Asset Management Inc.2,453$332K0.0%-13.5%0.000%
5/26/2026Glenmede Trust Co. NA6,810$922K0.0%+3.7%0.001%
5/22/2026Segall Bryant & Hamill LLC6,270$891K0.0%N/A0.001%
5/19/2026Western Wealth Management LLC277$38K0.0%N/A0.000%
5/19/2026Bank of America Corp DE1,631,276$220.78M0.0%-32.1%0.233%
5/19/2026Janus Henderson Group PLC61,427$8.27M0.0%-1.3%0.009%
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5/19/2026Strategic Investment Advisors MI3,556$481K0.0%N/A0.001%
5/19/2026Arkadios Wealth Advisors1,775$240K0.0%+5.6%0.000%
5/18/2026 Guardian Partners Inc.368,162$49.86M4.2%-1.0%0.053%
5/18/2026Amundi1,105,043$151.69M0.0%-14.3%0.158%
5/18/2026 EverSource Wealth Advisors LLC4,286$580K0.0%+16.9%0.001%
5/18/2026Resources Management Corp CT ADV8,770$1.19M0.2%-6.7%0.001%
5/16/2026The Manufacturers Life Insurance Company2,434,845$329.49M0.3%-13.2%0.347%
5/16/2026Quantinno Capital Management LP65,599$8.88M0.0%+38.3%0.009%
5/16/2026Lazard Asset Management LLC3,083$418K0.0%+8.0%0.000%
5/15/2026 Gateway Wealth Partners LLC3,260$441K0.0%N/A0.000%
5/15/2026OMERS ADMINISTRATION Corp1,220,655$164.81M1.1%-1.9%0.174%
5/15/2026Lombard Odier Asset Management Switzerland SA62,396$8.45M0.3%+29.5%0.009%
5/15/2026Wealth Alliance LLC4,575$619K0.1%-28.8%0.001%
5/15/2026 Cumberland Partners Ltd34,895$4.72M0.4%-14.9%0.005%
5/15/2026 Bridgewater Advisors Inc.2,275$342K0.0%-20.7%0.000%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund3,495,672$473.31M0.8%+7.0%0.499%
5/14/2026Hilltop Holdings Inc.2,448$331K0.0%+6.6%0.000%
5/14/2026 Morningstar Investment Management LLC10,675$1.45M0.1%+11.5%0.002%
5/14/2026Public Employees Retirement System of Ohio52,594$7.10M0.0%-28.6%0.008%
5/14/2026 Compound Planning Inc.9,660$1.31M0.0%+12.9%0.001%
5/14/2026Modern Wealth Management LLC2,430$333K0.0%+39.0%0.000%
5/14/2026Bank of Nova Scotia5,032,483$681.46M1.1%-15.6%0.718%
5/14/2026 Dickmeyer Boyce Financial Management Inc.6,830$924K0.5%N/A0.001%
5/14/2026Sei Investments Co.1,494$202K0.0%N/A0.000%
5/14/2026 State of Wyoming8,640$1.17M0.1%N/A0.001%
5/13/2026Cetera Investment Advisers48,668$6.59M0.0%-6.3%0.007%
5/13/2026First Trust Advisors LP272,416$36.87M0.0%-5.5%0.039%
5/12/2026Barometer Capital Management Inc.44,500$6.02M2.5%+3.4%0.006%
5/8/2026 PNC Financial Services Group Inc.23,606$3.20M0.0%-12.7%0.003%
5/8/2026 Oslo Pensjonsforsikring AS1,700$230K0.0%N/A0.000%
5/8/2026Andra AP fonden29,400$3.98M0.0%N/A0.004%
5/8/2026Johnson Financial Group Inc.794$107K0.0%-21.1%0.000%
5/7/2026Aldebaran Capital LLC1,700$230K0.2%N/A0.000%
5/7/2026Dimensional Fund Advisors LP3,688,644$499.19M0.1%+2.8%0.526%
5/7/2026 Parallel Advisors LLC2,912$394K0.0%+5.5%0.000%
5/7/2026 Greenwood Gearhart LLC1,622$220K0.0%N/A0.000%
5/7/2026 SEB Asset Management AB174,150$23.51M0.1%N/A0.025%
5/7/2026 Mediolanum International Funds Ltd7,177$945K0.0%+90.7%0.001%
5/6/2026Annis Gardner Whiting Capital Advisors LLC1,623$220K0.0%+627.8%0.000%
5/6/2026 Assetmark Inc.11,769$1.59M0.0%-16.3%0.002%
5/6/2026Bessemer Group Inc.41,906$5.66M0.0%+3.5%0.006%
5/6/2026 Independent Financial Group LLC1,590$215K0.0%N/A0.000%
5/5/2026 D.A. Davidson & CO.9,331$1.26M0.0%+24.7%0.001%
5/5/2026 Bank of New York Mellon Corp710,262$96.13M0.0%-3.9%0.101%
5/5/2026 Geneos Wealth Management Inc.2,725$369K0.0%-12.8%0.000%
5/5/2026 Checchi Capital Advisers LLC3,141$425K0.0%+2.9%0.000%
5/5/2026 Maryland State Retirement & Pension System80,062$10.85M0.2%+6.0%0.011%
5/5/2026Hillsdale Investment Management Inc.543,809$73.64M2.0%+13.7%0.078%
5/4/2026 J. Safra Sarasin Holding AG1,774$240K0.0%+14.8%0.000%
5/2/2026 International Assets Investment Management LLC406,135$54.97M1.3%N/A0.058%
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5/2/2026 Associated Banc Corp8,738$1.18M0.0%-1.7%0.001%
5/2/2026 ARQ Wealth Advisors LLC1,775$240K0.0%N/A0.000%
5/1/2026 Ferguson Wellman Capital Management Inc.4,238$574K0.0%N/A0.001%
5/1/2026 Midwest Trust Co4,632$627K0.0%-13.9%0.001%
5/1/2026 Fifth Third Bancorp2,736$370K0.0%-11.4%0.000%
5/1/2026Candriam S.C.A.244,022$32.95M0.2%+16.5%0.035%
5/1/2026 Sequoia Financial Advisors LLC6,384$864K0.0%+7.8%0.001%
4/30/2026Hsbc Holdings PLC5,051$678K0.0%N/A0.001%
4/30/2026 Kestra Advisory Services LLC19,562$2.65M0.0%-5.7%0.003%
4/30/2026 Isthmus Partners LLC2,891$391K0.0%-6.5%0.000%


BMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 621 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 545 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 Geode Capital Management LLC ($2.67M).

Institutional investors have bought a total of 69,428,261 shares in the last 24 months. This purchase volume represents approximately $8.89B in transactions.

Of the 231 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 23,776,204 shares in the last 24 months. This volume of shares sold represents approximately $3.00B in transactions.


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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 8/7/2026. New 13F filings are added each quarter as they're published.
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