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Bank of Montreal (BMO) Institutional Ownership

$87.33
+0.35 (+0.40%)
(As of 07/26/2024 ET)
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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)
252
Total
Institutional Inflows
(last 12 months)
$14.47B
Number of
Institutional Sellers
(last 12 months)
174
Total
Institutional Outflows
(last 12 months)
$1.82B
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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
7/26/2024K.J. Harrison & Partners Inc119,413$10.02M1.6%-23.2%0.016%
7/26/2024Harbour Investments Inc.6,256$525K0.0%+4.8%0.001%
7/26/2024Atomi Financial Group Inc.3,168$266K0.0%+9.8%0.000%
7/26/2024Gold Investment Management Ltd.20,637$1.73M0.7%-6.8%0.003%
7/26/2024Davis Rea LTD.5,160$433K0.2%-21.7%0.001%
7/26/2024 SlateStone Wealth LLC4,277$359K0.0%+18.8%0.001%
7/26/2024 Bank of New York Mellon Corp686,725$57.58M0.0%-1.9%0.094%
7/25/2024 Mn Services Vermogensbeheer B.V.166,500$13.97M0.1%-2.2%0.023%
7/24/2024 Baskin Financial Services Inc.3,172$266K0.0%-28.4%0.000%
7/23/2024 1620 Investment Advisors Inc.1,194$100K0.1%N/A0.000%
7/23/2024 Nexus Investment Management ULC16,244$1.36M0.1%-3.6%0.002%
7/22/2024 Cidel Asset Management Inc.252,895$21.22M1.6%-3.3%0.035%
7/19/2024 Raymond James & Associates71,251$5.97M0.0%-2.5%0.010%
7/18/2024 Naples Global Advisors LLC14,170$1.19M0.1%-2.7%0.002%
7/18/2024 Assenagon Asset Management S.A.20,965$1.76M0.0%+1.2%0.003%
7/17/2024 Cigna Investments Inc. New13,769$1.16M0.2%+2.8%0.002%
7/17/2024 180 Wealth Advisors LLC2,531$217K0.0%-9.9%0.000%
7/17/2024IAG Wealth Partners LLC335$28K0.0%-47.2%0.000%
7/16/2024 Addenda Capital Inc.861,287$72.22M3.5%-4.0%0.118%
7/16/2024 Sequoia Financial Advisors LLC3,580$300K0.0%+4.4%0.000%
7/15/2024 Park National Corp OH2,710$227K0.0%-7.7%0.000%
7/12/2024 Ignite Planners LLC9,216$772K0.2%+14.0%0.001%
7/12/2024 Dixon Mitchell Investment Counsel Inc.4,099$344K0.0%-23.9%0.001%
7/11/2024 Pacifica Partners Inc.5,980$509K0.2%-5.6%0.001%
7/10/2024 JCIC Asset Management Inc.6,697$562K0.2%-17.7%0.001%
7/10/2024 First Affirmative Financial Network3,389$284K0.2%-13.5%0.000%
7/10/2024 Gulf International Bank UK Ltd4,847$406K0.0%+6.9%0.001%
7/10/2024 AMF Tjanstepension AB114,887$9.72M0.1%-61.6%0.016%
7/9/2024 Olistico Wealth LLC700$59K0.0%N/A0.000%
7/9/2024 Value Partners Investments Inc.758,157$63.57M1.9%-0.1%0.104%
7/9/2024 Cardinal Capital Management Inc.1,238,472$103.89M4.0%+0.4%0.170%
7/8/2024 ST Germain D J Co. Inc.106,211$8.91M0.4%-2.4%0.015%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.971$81K0.0%N/A0.000%
7/5/2024 Rempart Asset Management Inc.223,993$18.79M3.7%+0.5%0.031%
6/11/2024EverSource Wealth Advisors LLC623$56K0.0%+34.6%0.000%
6/4/2024DekaBank Deutsche Girozentrale144,907$13.91M0.0%-10.0%0.020%
5/29/2024Pathway Financial Advisers LLC1,075$105K0.0%N/A0.000%
5/24/2024Cetera Advisors LLC6,261$612K0.0%+171.3%0.001%
5/24/2024Cetera Investment Advisers17,171$1.68M0.0%+454.8%0.002%
5/22/2024Burney Co.5,793$566K0.0%-9.0%0.001%
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5/20/2024Virtu Financial LLC2,150$210K0.0%-59.4%0.000%
5/17/2024Brown Shipley& Co Ltd1,643$160K0.1%N/A0.000%
5/16/2024Janus Henderson Group PLC76,953$7.52M0.0%-27.1%0.011%
5/15/2024Bank of Nova Scotia Trust Co.467,380$45.65M4.9%+0.8%0.064%
5/15/20241832 Asset Management L.P.6,848,396$668.95M0.4%+19.7%0.939%
5/15/2024Guardian Capital Advisors LP404,195$37.27M4.0%-1.7%0.055%
5/14/2024Canada Pension Plan Investment Board1,983,628$193.86M0.2%+15.6%0.272%
5/14/2024Guardian Capital LP2,632,909$257.31M9.0%-0.1%0.361%
5/14/2024Capital Research Global Investors3,146,828$307.24M0.1%N/A0.432%
5/14/2024Toronto Dominion Bank12,775,715$1.25B2.0%-13.0%1.752%
5/14/2024Capital International Inc. CA165,819$16.19M0.2%+37.0%0.023%
5/14/2024Capital International Investors615,949$60.14M0.0%+0.9%0.084%
5/14/2024Capital Group Private Client Services Inc.29,417$2.87M0.0%+39.6%0.004%
5/14/2024Anson Funds Management LP25,000$2.44M0.2%N/A0.003%
5/14/2024Rodgers Brothers Inc.12,475$1.22M0.2%+13.7%0.002%
5/14/2024Advisors Asset Management Inc.15,903$1.55M0.0%-0.9%0.002%
5/14/2024Shell Asset Management Co.13,491$1.32M0.1%-42.6%0.002%
5/14/2024Crewe Advisors LLC715$70K0.0%N/A0.000%
5/14/2024Ossiam52,148$5.10M0.1%-14.5%0.007%
5/14/2024Healthcare of Ontario Pension Plan Trust Fund1,364,384$133.26M0.4%-34.2%0.187%
5/14/2024CANADA LIFE ASSURANCE Co390,695$38.21M0.1%-5.3%0.054%
5/14/2024National Bank of Canada FI14,069,787$1.32B2.0%+38.0%1.929%
5/13/2024Bessemer Group Inc.25,180$2.46M0.0%+1,001.5%0.003%
5/13/2024UniSuper Management Pty Ltd10,200$996K0.0%+96.2%0.001%
5/13/2024Clearbridge Investments LLC959,600$93.73M0.1%-1.5%0.132%
5/13/2024O Shaughnessy Asset Management LLC146,583$14.32M0.2%+2.0%0.020%
5/11/2024Bahl & Gaynor Inc.2,667$261K0.0%N/A0.000%
5/11/2024Hillsdale Investment Management Inc.28,547$2.79M0.2%-3.7%0.004%
5/10/2024Vanguard Group Inc.28,617,952$2.80B0.1%+1.9%3.924%
5/10/2024Intech Investment Management LLC40,902$4.00M0.1%N/A0.006%
5/10/2024Mitsubishi UFJ Trust & Banking Corp2,701$264K0.0%-90.3%0.000%
5/10/2024Nicolet Advisory Services LLC7,952$782K0.1%-22.1%0.001%
5/10/2024Cumberland Partners Ltd13,367$1.31M0.1%-47.8%0.002%
5/9/2024Dorsey & Whitney Trust CO LLC6,167$602K0.0%+7.5%0.001%
5/9/2024Blair William & Co. IL8,231$804K0.0%-26.3%0.001%
5/9/2024Texas Yale Capital Corp.12,338$1.21M0.1%+8.5%0.002%
5/9/2024TD Asset Management Inc18,932,889$1.85B1.7%-1.5%2.596%
5/8/2024Cozad Asset Management Inc.3,209$313K0.0%-4.7%0.000%
5/8/2024Avantax Advisory Services Inc.4,009$392K0.0%+65.8%0.001%
5/8/2024US Bancorp DE22,797$2.23M0.0%+4.6%0.003%
5/8/2024Russell Investments Group Ltd.180,246$17.58M0.0%-20.8%0.025%
5/7/2024Atomi Financial Group Inc.2,885$282K0.0%N/A0.000%
5/7/2024Susquehanna Portfolio Strategies LLC385,939$37.70M0.9%-13.0%0.053%
5/7/2024Forsta AP Fonden160,500$15.69M0.1%-34.9%0.022%
5/7/2024Oppenheimer & Co. Inc.5,025$491K0.0%-10.5%0.001%
5/7/2024 JCIC Asset Management Inc.8,142$795K0.3%-4.2%0.001%
5/7/2024Sciencast Management LP12,453$1.22M0.7%N/A0.002%
5/6/2024Quantbot Technologies LP29,543$2.89M0.2%+317.3%0.004%
5/3/2024Gold Investment Management Ltd.22,145$2.16M0.9%+1.9%0.003%
5/3/2024 Lorne Steinberg Wealth Management Inc.69,514$6.79M2.1%+0.4%0.010%
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5/2/2024 Value Partners Investments Inc.759,153$74.15M2.3%-2.0%0.104%
5/1/2024Capstone Investment Advisors LLC5,547$542K0.0%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC15,022$1.47M0.0%+7.2%0.002%
5/1/2024VAUGHAN & Co SECURITIES INC.7,386$721K0.5%-8.6%0.001%
5/1/2024 Rempart Asset Management Inc.222,893$21.78M4.2%+3.2%0.031%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co183,672$17.85M3.1%-1.6%0.025%
5/1/2024 Sequoia Financial Advisors LLC3,429$335K0.0%+10.5%0.000%
4/30/2024Hartline Investment Corp3,035$296K0.1%N/A0.000%
4/30/2024Van ECK Associates Corp128,969$12.60M0.0%+19.0%0.018%
4/29/2024Commonwealth Equity Services LLC56,036$5.47M0.0%+2.2%0.008%
(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, 463 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. ($2.80B), TD Asset Management Inc ($1.85B), Mackenzie Financial Corp ($1.44B), TD Asset Management Inc. ($1.39B), Bank of Nova Scotia ($1.38B), and National Bank of Canada FI ($1.32B).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 392 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), National Bank of Canada FI ($14.04M), Norges Bank ($8.21M), FIL Ltd ($5.73M), Toronto Dominion Bank ($5.70M), Vanguard Group Inc. ($3.58M), and TD Asset Management Inc ($3.45M).

How much institutional buying is happening at Bank of Montreal?

Institutional investors have bought a total of 182,718,056 shares in the last 24 months. This purchase volume represents approximately $17.65B in transactions.

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

Of the 277 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 ($16.80M), 1832 Asset Management L.P. ($3.73M), National Bank of Canada FI ($2.11M), Toronto Dominion Bank ($1.90M), Connor Clark & Lunn Investment Management Ltd. ($1.74M), FIL Ltd ($1.58M), and Franklin Resources Inc. ($1.28M).

How much institutional selling is happening at Bank of Montreal?

Institutional investors have sold a total of 46,008,124 shares in the last 24 months. This volume of shares sold represents approximately $4.30B in transactions.


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This page (NYSE:BMO) was last updated on 7/27/2024 by MarketBeat.com Staff

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