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Bank of Montreal (BMO) Institutional Ownership

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$100.52 -0.40 (-0.39%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$100.50 -0.03 (-0.03%)
As of 02/21/2025 04:29 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 Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
45.82%
Number of
Institutional Buyers
(last 12 months)
310
Total
Institutional Inflows
(last 12 months)
$5.04B
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$3.04B
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BMO Institutional Buying and Selling by Quarter

Bank of Montreal Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025 Value Partners Investments Inc.56,254$5.46M3.1%-92.6%0.008%
2/20/2025 Mackenzie Financial Corp12,215,628$1.18B1.5%+15.4%1.676%
2/20/2025 Forum Financial Management LP7,958$772K0.0%+45.3%0.001%
2/19/2025 North Star Asset Management Inc.8,422$817K0.0%+1.2%0.001%
2/19/2025 Pinney & Scofield Inc.1,700$165K0.1%N/A0.000%
2/19/2025 Public Employees Retirement System of Ohio69,232$6.72M0.0%N/A0.009%
2/18/2025 Vise Technologies Inc.10,320$1.00M0.1%+19.9%0.001%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp453,454$43.97M0.3%-85.7%0.062%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC935,625$90.80M0.0%-0.4%0.128%
2/17/2025 Voloridge Investment Management LLC656,919$63.75M0.2%-11.4%0.090%
2/17/2025 Squarepoint Ops LLC5,454$529K0.0%+53.1%0.001%
2/17/2025 Two Sigma Advisers LP163,398$15.86M0.0%+74.0%0.022%
2/17/2025 Two Sigma Investments LP507,340$49.24M0.1%-40.2%0.070%
2/17/2025 State of Wyoming4,225$410K0.1%N/A0.001%
2/17/2025 Toronto Dominion Bank12,833,065$1.24B2.0%+8.6%1.758%
2/17/2025 Studio Investment Management LLC1,488$144K0.0%-10.8%0.000%
2/17/2025 Snowden Capital Advisors LLC3,040$295K0.0%N/A0.000%
2/17/2025 Shell Asset Management Co.13,691$1.33M0.1%+7.9%0.002%
2/17/2025 Quantinno Capital Management LP16,215$1.57M0.0%+77.8%0.002%
2/17/2025 Man Group plc52,757$5.12M0.0%+52.1%0.007%
2/17/2025 NorthRock Partners LLC17,941$1.74M0.1%N/A0.002%
2/17/2025 Nuveen Asset Management LLC1,579,064$153.22M0.0%+0.2%0.216%
2/17/2025 Letko Brosseau & Associates Inc.1,878,964$182.32M3.5%-2.1%0.257%
2/17/2025 Investment Management Corp of Ontario122,783$11.92M0.4%-2.2%0.017%
2/17/2025 Janus Henderson Group PLC76,763$7.45M0.0%+7.9%0.011%
2/17/2025 JARISLOWSKY FRASER Ltd6,711,773$651.25M3.8%+6.8%0.919%
2/17/2025 Graham Capital Management L.P.12,742$1.24M0.0%-50.2%0.002%
2/17/2025 Focus Partners Wealth7,527$731K0.0%+122.7%0.001%
2/17/2025 Ewing Morris & Co. Investment Partners Ltd.25,741$2.50M1.0%N/A0.004%
2/17/2025 Deutsche Bank AG1,016,659$98.67M0.0%+8.2%0.139%
2/17/2025 Dunhill Financial LLC400$39K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers55,745$5.41M0.0%+185.1%0.008%
2/17/2025 Captrust Financial Advisors8,325$808K0.0%+177.4%0.001%
2/17/2025 Cary Street Partners Financial LLC3,919$380K0.0%N/A0.001%
2/17/2025 Baird Financial Group Inc.36,857$3.58M0.0%+0.8%0.005%
2/17/2025 Beverly Hills Private Wealth LLC3,912$380K0.1%+71.9%0.001%
2/17/2025 Benjamin Edwards Inc.6,645$645K0.0%+67.8%0.001%
2/17/2025 BNP Paribas Financial Markets439$43K0.0%-89.2%0.000%
2/17/2025 Ameriprise Financial Inc.51,920$5.04M0.0%-14.5%0.007%
2/17/2025 Algert Global LLC17,509$1.70M0.0%+5.3%0.002%
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2/17/2025 Anson Funds Management LP20,000$1.94M0.2%N/A0.003%
2/17/2025 AXA S.A.38,885$3.77M0.0%-80.6%0.005%
2/14/2025 Mercer Global Advisors Inc. ADV6,300$611K0.0%N/A0.001%
2/14/2025 Guardian Capital LP2,151,876$208.80M7.8%-0.3%0.295%
2/14/2025 Firestone Capital Management2,100$204K0.1%N/A0.000%
2/14/2025 Lido Advisors LLC4,516$438K0.0%N/A0.001%
2/14/2025 Northern Trust Corp537,809$52.19M0.0%+74.1%0.074%
2/14/2025 The Manufacturers Life Insurance Company 6,838,171$664.74M0.6%+42.7%0.937%
2/14/2025 Beacon Pointe Advisors LLC52,159$5.06M0.1%+0.8%0.007%
2/14/2025 Berger Financial Group Inc9,827$954K0.1%-1.5%0.001%
2/14/2025 Nebula Research & Development LLC9,391$911K0.1%-3.9%0.001%
2/14/2025 Kovitz Investment Group Partners LLC3,319$322K0.0%N/A0.000%
2/14/2025 Integrated Wealth Concepts LLC3,399$330K0.0%-5.0%0.000%
2/14/2025 Banco Bilbao Vizcaya Argentaria S.A.3,675$357K0.0%-23.0%0.001%
2/14/2025 Syon Capital LLC6,478$629K0.1%+9.6%0.001%
2/14/2025 Pinebridge Investments L.P.12,813$1.24M0.0%-11.6%0.002%
2/14/2025 Spartan Fund Management Inc.14,200$1.38M5.1%N/A0.002%
2/14/2025 Stifel Financial Corp231,195$22.44M0.0%+58.1%0.032%
2/14/2025 State of Tennessee Department of Treasury418,328$40.59M0.1%+0.2%0.057%
2/14/2025 TD Waterhouse Canada Inc.2,653,260$256.73M2.1%+7.1%0.363%
2/14/2025 Tower Research Capital LLC TRC 5,114$496K0.0%-7.3%0.001%
2/14/2025 MML Investors Services LLC33,361$3.24M0.0%+293.1%0.005%
2/14/2025 Natixis5,132$498K0.0%+2,440.6%0.001%
2/14/2025 Ossiam53,615$5.20M0.2%-30.5%0.007%
2/14/2025 Bank of Nova Scotia Trust Co.503,614$48.88M5.2%+1.1%0.069%
2/14/2025 Dimensional Fund Advisors LP3,604,088$349.78M0.1%+1.3%0.494%
2/14/2025 First Trust Advisors LP447,435$43.42M0.0%-16.0%0.061%
2/14/2025 Forum Financial Management LP7,958$772K0.0%+45.3%0.001%
2/14/2025 GeoWealth Management LLC1,155$112K0.0%+2,038.9%0.000%
2/13/2025 CANADA LIFE ASSURANCE Co480,066$46.46M0.1%-0.7%0.066%
2/13/2025 Canada Pension Plan Investment Board2,207,553$214.04M0.2%-12.6%0.302%
2/13/2025 Evergreen Capital Management LLC5,836$566K0.0%+20.0%0.001%
2/13/2025 Operose Advisors LLC2,293$223K0.1%-34.2%0.000%
2/13/2025 Montag & Caldwell LLC617$60K0.0%N/A0.000%
2/13/2025 Value Partners Investments Inc.56,254$5.46M0.2%-92.6%0.008%
2/13/2025 Mariner LLC50,178$4.87M0.0%+8.0%0.007%
2/13/2025 Barclays PLC4,761$462K0.0%-19.6%0.001%
2/13/2025 Townsquare Capital LLC2,310$224K0.0%N/A0.000%
2/13/2025 Argent Trust Co2,792$271K0.0%N/A0.000%
2/13/2025 Scotia Capital Inc.3,493,410$338.44M1.8%+1.5%0.479%
2/13/2025 Bessemer Group Inc.24,111$2.34M0.0%-3.1%0.003%
2/13/2025 Raymond James Financial Inc.498,232$48.35M0.0%N/A0.068%
2/13/2025 Texas Yale Capital Corp.11,418$1.11M0.0%-3.5%0.002%
2/13/2025 APG Asset Management N.V.397,200$37.22M0.1%N/A0.054%
2/13/2025 Bank of Nova Scotia8,907,412$864.60M1.6%-36.5%1.220%
2/13/2025 FIL Ltd2,169,083$210.58M0.2%+25.8%0.297%
2/13/2025 Rathbones Group PLC42,543$4.13M0.0%-11.6%0.006%
2/13/2025 Legal & General Group Plc4,244,870$411.88M0.1%-21.2%0.582%
2/13/2025 Invesco Ltd.1,094,053$106.18M0.0%+35.8%0.150%
2/13/2025 FMR LLC5,208,431$505.64M0.0%+3.2%0.714%
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This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

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2/13/2025 Federated Hermes Inc.1,160,494$112.63M0.2%+1,527.7%0.159%
2/13/2025 Russell Investments Group Ltd.238,353$23.12M0.0%+13.1%0.033%
2/13/2025 Envestnet Asset Management Inc.460,720$44.71M0.0%+665.8%0.063%
2/13/2025 Grantham Mayo Van Otterloo & Co. LLC44,409$4.31M0.0%N/A0.006%
2/13/2025Aviva PLC439,079$42.54M0.1%+27.9%0.060%
2/13/2025 Oarsman Capital Inc.1,998$194K0.0%-5.7%0.000%
2/13/2025 Wells Fargo & Company MN452,086$43.87M0.0%+471.5%0.062%
2/13/2025 Prudential PLC5,514$535K0.0%-27.5%0.001%
2/12/2025 World Investment Advisors4,963$482K0.0%+32.1%0.001%
2/12/2025 Massachusetts Financial Services Co. MA1,608,452$156.10M0.0%-1.4%0.220%
(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, 510 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. ($2.96B), TD Asset Management Inc. ($1.71B), TD Asset Management Inc ($1.57B), Toronto Dominion Bank ($1.24B), National Bank of Canada FI ($1.24B), and Mackenzie Financial Corp ($1.18B).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 437 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), Norges Bank ($18.68M), National Bank of Canada FI ($6.28M), FIL Ltd ($6.17M), Toronto Dominion Bank ($5.33M), Mackenzie Financial Corp ($3.61M), and TD Asset Management Inc ($3.19M).

How much institutional buying is happening at Bank of Montreal?

Institutional investors have bought a total of 196,141,905 shares in the last 24 months. This purchase volume represents approximately $18.99B in transactions.

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

Of the 264 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 ($8.24M), BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp ($4.49M), Toronto Dominion Bank ($4.40M), 1832 Asset Management L.P. ($3.73M), Fiera Capital Corp ($3.27M), National Bank of Canada FI ($3.11M), and CIBC Asset Management Inc ($2.90M).

How much institutional selling is happening at Bank of Montreal?

Institutional investors have sold a total of 53,868,698 shares in the last 24 months. This volume of shares sold represents approximately $4.95B in transactions.



This page (NYSE:BMO) was last updated on 2/22/2025 by MarketBeat.com Staff
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