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Bank Of Montreal (BMO) Institutional Ownership

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$178.06 -3.92 (-2.15%)
Closing price 03:59 PM Eastern
Extended Trading
$177.52 -0.53 (-0.30%)
As of 04:21 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)
385
Total
Institutional Inflows
(last 12 months)
$8.52B
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$3.08B
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 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%
6/9/2026Rathbones Group PLC42,154$5.69M0.0%+1.9%0.006%
6/3/2026Parallel 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%
5/19/2026Strategic Investment Advisors MI3,556$481K0.0%N/A0.001%
5/19/2026Arkadios Wealth Advisors1,775$240K0.0%+5.6%0.000%
5/18/2026Guardian Partners Inc.368,162$49.86M4.2%-1.0%0.053%
5/18/2026Amundi1,105,043$151.69M0.0%-14.3%0.158%
5/18/2026EverSource 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 Company 2,434,845$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%
5/15/2026Gateway 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%
5/15/2026Cumberland Partners Ltd34,895$4.72M0.4%-14.9%0.005%
5/15/2026Bridgewater Advisors Inc.2,275$342K0.0%-20.7%0.000%
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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%
5/14/2026Morningstar 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%
5/14/2026Compound 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%
5/14/2026Dickmeyer Boyce Financial Management Inc.6,830$924K0.5%N/A0.001%
5/14/2026Sei Investments Co.1,494$202K0.0%N/A0.000%
5/14/2026State 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%
5/8/2026PNC Financial Services Group Inc.23,606$3.20M0.0%-12.7%0.003%
5/8/2026Oslo 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%
5/7/2026Parallel Advisors LLC2,912$394K0.0%+5.5%0.000%
5/7/2026Greenwood Gearhart LLC1,622$220K0.0%N/A0.000%
5/7/2026SEB Asset Management AB174,150$23.51M0.1%N/A0.025%
5/7/2026Mediolanum 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%
5/6/2026Assetmark 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%
5/5/2026D.A. Davidson & CO.9,331$1.26M0.0%+24.7%0.001%
5/5/2026Bank of New York Mellon Corp710,262$96.13M0.0%-3.9%0.101%
5/5/2026Geneos Wealth Management Inc.2,725$369K0.0%-12.8%0.000%
5/5/2026Checchi Capital Advisers LLC3,141$425K0.0%+2.9%0.000%
5/5/2026Maryland 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%
5/4/2026J. Safra Sarasin Holding AG1,774$240K0.0%+14.8%0.000%
5/2/2026International Assets Investment Management LLC406,135$54.97M1.3%N/A0.058%
5/2/2026Associated Banc Corp8,738$1.18M0.0%-1.7%0.001%
5/2/2026ARQ Wealth Advisors LLC1,775$240K0.0%N/A0.000%
5/1/2026Ferguson Wellman Capital Management Inc.4,238$574K0.0%N/A0.001%
5/1/2026Midwest Trust Co4,632$627K0.0%-13.9%0.001%
5/1/2026Fifth 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%
4/30/2026Kestra Advisory Services LLC19,562$2.65M0.0%-5.7%0.003%
4/30/2026Isthmus Partners LLC2,891$391K0.0%-6.5%0.000%
4/30/2026Munich Reinsurance Co Stock Corp in Munich845$114K0.0%-36.8%0.000%
4/28/2026Busey Bank5,849$792K0.0%-6.4%0.001%
4/28/2026Kathmere Capital Management LLC2,354$319K0.0%+17.4%0.000%
4/28/2026Raleigh Capital Management Inc.7,094$960K0.3%-22.6%0.001%
4/28/2026K.J. Harrison & Partners Inc47,958$6.48M1.1%-3.3%0.007%
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4/28/2026NBT Bank N A NY46,069$6.24M0.4%+3,443.8%0.007%
4/28/2026Montrusco Bolton Investments Inc.204,967$27.67M0.4%-1.7%0.029%
4/28/2026Turn8 Private Wealth Inc.11,215$1.51M0.9%+0.8%0.002%
4/28/2026 QRG Capital Management Inc.2,172$294K0.0%N/A0.000%
4/27/2026HB Wealth Management LLC9,484$1.28M0.0%+104.0%0.001%
4/27/2026PFG Investments LLC1,610$218K0.0%-4.6%0.000%
4/27/2026World Investment Advisors4,583$620K0.0%-5.2%0.001%
4/27/2026Private Advisor Group LLC20,944$2.84M0.0%+1.1%0.003%
4/27/2026 Y Intercept Hong Kong Ltd43,209$5.85M0.1%N/A0.006%
4/27/2026VAUGHAN & Co SECURITIES INC.5,248$710K0.4%-3.0%0.001%


BMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 626 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 550 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 68,257,227 shares in the last 24 months. This purchase volume represents approximately $8.52B in transactions.

Of the 250 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 24,449,586 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 7/20/2026 by MarketBeat.com Staff.
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