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Bank Of Montreal (BMO) Institutional Ownership

Bank Of Montreal logo
$172.06 -0.07 (-0.04%)
As of 08/28/2026 03:58 PM 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)
368
Total
Institutional Inflows
(last 12 months)
$12.79B
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$2.58B
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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
8/27/2026 Corient Private Wealth LP20,093$3.55M0.0%+19.1%0.003%
8/26/2026 Amundi1,215,809$217.82M0.1%+10.0%0.174%
8/26/2026 HighTower Advisors LLC22,179$3.92M0.0%+0.3%0.003%
8/23/2026 Ameritas Advisory Services LLC2,842$502K0.0%+59.8%0.000%
8/23/2026 Operose Advisors LLC1,606$284K0.1%N/A0.000%
8/23/2026 HB Wealth Management LLC12,873$2.28M0.0%+35.7%0.002%
8/22/2026 Highland Investment Advisors LLC355$63K0.0%N/A0.000%
8/22/2026 Syon Capital LLC8,098$1.43M0.1%+2.9%0.001%
8/22/2026 TD Waterhouse Canada Inc.6,350,903$1.13B3.0%+2.0%0.911%
8/22/2026 Concurrent Investment Advisors LLC1,243$220K0.0%-37.1%0.000%
8/21/2026 Carter Financial Group INC.1,135$201K0.1%N/A0.000%
8/21/2026 Nykredit A S175,516$31.01M0.1%N/A0.025%
8/21/2026 Pacifica Partners Inc.4,275$743K0.2%-14.6%0.001%
8/21/2026 Natural Investments LLC1,627$287K0.1%N/A0.000%
8/21/2026 Legacy Financial Advisors Inc.3,772$667K0.1%-5.3%0.001%
8/20/2026 Mufg Securities Canada LTD.991,466$174.96M4.6%-5.4%0.142%
8/20/2026 Addenda Capital Inc.625,064$110.45M3.8%-7.3%0.090%
8/20/2026 Oarsman Capital Inc.1,178$208K0.0%N/A0.000%
8/20/2026 Susquehanna Fundamental Investments LLC287,700$50.84M1.0%+222.9%0.041%
8/20/2026 Benjamin Edwards Inc.4,868$860K0.0%-43.5%0.001%
8/20/2026 Northwestern Mutual Wealth Management Co.26,886$4.75M0.0%+7.3%0.004%
8/20/2026 Greenleaf Trust1,471$260K0.0%N/A0.000%
8/19/2026 Royal London Asset Management Ltd.26,537$4.69M0.0%-15.3%0.004%
8/19/2026 Van ECK Associates Corp42,505$7.51M0.0%-94.9%0.006%
8/19/2026 Hsbc Holdings PLC5,188$915K0.0%+2.7%0.001%
8/19/2026 Wellington Management Group LLP104,112$18.40M0.0%N/A0.015%
8/18/2026 Beacon Pointe Advisors LLC52,280$9.24M0.0%N/A0.007%
8/18/2026 49 Wealth Management LLC2,675$473K0.1%N/A0.000%
8/18/2026 North Star Asset Management Inc.8,099$1.43M0.1%N/A0.001%
8/18/2026 United Capital Financial Advisors LLC3,325$588K0.0%N/A0.000%
8/18/2026 Winning Points Advisors LLC1,400$247K0.3%N/A0.000%
8/18/2026Jefferies Financial Group Inc.7,492$1.32M0.0%N/A0.001%
8/18/2026 Public Employees Retirement System of Ohio59,739$10.56M0.0%N/A0.009%
8/17/2026 Pure Financial Advisors LLC2,870$507K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP21,844$3.86M0.0%N/A0.003%
8/17/2026 Ausdal Financial Partners Inc.8,842$1.56M0.1%N/A0.001%
8/17/2026 Bank of America Corp DE588,633$104.01M0.0%N/A0.084%
8/15/2026 Caisse de depot et placement du Quebec5,419,567$957.55M1.4%N/A0.777%
8/15/2026 Man Group plc62,678$11.08M0.0%N/A0.009%
8/15/2026 Polar Asset Management Partners Inc.449,680$20.45M0.3%N/A0.065%
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8/15/2026 Jupiter Topco LLC61,227$10.81M0.0%N/A0.009%
8/14/2026 Hsbc Holdings PLC5,188$915K0.0%N/A0.001%
8/14/2026 PDT Partners LLC1,600$283K0.0%N/A0.000%
8/14/2026 Canada Pension Plan Investment Board7,256,202$1.28B0.7%N/A1.041%
8/14/2026 Legal & General Group Plc4,212,134$744.21M0.2%N/A0.604%
8/14/2026 The Manufacturers Life Insurance Company2,361,978$416.65M0.3%N/A0.339%
8/14/2026 Jones Financial Companies Lllp600$106K0.0%N/A0.000%
8/14/2026 Algert Global LLC2,022$357K0.0%-5.1%0.000%
8/13/2026 OMERS ADMINISTRATION Corp1,230,715$217.45M1.3%N/A0.177%
8/13/2026 Osmosis Investment Management UK Ltd22,907$4.05M0.2%N/A0.003%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.3,839,476$677.07M1.3%N/A0.551%
8/13/2026 Bank of Nova Scotia5,205,604$920.00M1.4%N/A0.747%
8/12/2026 Commerce Bank3,698$653K0.0%N/A0.001%
8/12/2026 Northwestern Mutual Wealth Management Co.26,886$4.75M0.0%N/A0.004%
8/12/2026 Quantbot Technologies LP24,489$4.33M0.2%N/A0.004%
8/12/2026 Krane Financial Solutions LLC1,738$307K0.2%N/A0.000%
8/12/2026 Varma Mutual Pension Insurance Co142,629$25.20M0.1%N/A0.020%
8/12/2026 Korea Investment CORP409,037$72.27M0.1%N/A0.059%
8/12/2026 EP Wealth Advisors LLC1,977$349K0.0%N/A0.000%
8/12/2026 Ieq Capital LLC8,624$1.52M0.0%N/A0.001%
8/12/2026 Callan Family Office LLC7,810$1.38M0.0%N/A0.001%
8/12/2026 Fund Advisors of America Inc FL2,185$386K0.4%N/A0.000%
8/11/2026 OneAscent Family Office LLC2,029$359K0.2%N/A0.000%
8/11/2026 Virtus Advisers LLC378$95K0.0%N/A0.000%
8/11/2026 PCM Encore LLC4,136$731K0.1%N/A0.001%
8/11/2026 Asahi Life Asset Management CO. LTD.2,635$466K0.3%N/A0.000%
8/11/2026 MSH Capital Advisors LLC1,877$332K0.1%N/A0.000%
8/11/2026 Puzo Michael J3,500$618K0.2%N/A0.001%
8/11/2026 Edmond DE Rothschild Holding S.A.160$28K0.0%N/A0.000%
8/11/2026 Madison Asset Management LLC1,702$301K0.0%N/A0.000%
8/10/2026 Johnson Financial Group Inc.1,138$201K0.0%N/A0.000%
8/10/2026 West Family Investments Inc.2,388$422K0.1%N/A0.000%
8/10/2026 Tacita Capital Inc8,605$1.52M0.8%N/A0.001%
8/10/2026 Empirical Asset Management LLC1,793$317K0.1%N/A0.000%
8/10/2026 Compass Wealth Management LLC1,240$219K0.0%N/A0.000%
8/10/2026 Danske Bank A S913$161K0.0%N/A0.000%
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%
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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%


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 560 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 85,354,125 shares in the last 24 months. This purchase volume represents approximately $12.79B in transactions.

Of the 214 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 19,420,668 shares in the last 24 months. This volume of shares sold represents approximately $2.58B 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 8/27/2026. New 13F filings are added each quarter as they're published.
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