Free Trial
→ DeFi Coin on Verge of Breakout! (From Crypto 101 Media) (Ad) Free BMO Stock Alerts

Bank of Montreal (BMO) Institutional Ownership

Bank of Montreal logo
$98.99 -0.21 (-0.21%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
45.82%
Number of
Institutional Buyers
(last 12 months)
236
Total
Institutional Inflows
(last 12 months)
$14.99B
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$2.46B
Get BMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Bank of Montreal stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BMO Institutional Buying and Selling by Quarter

Bank of Montreal Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Cardinal Capital Management Inc.1,286,702$124.63M4.2%-0.9%0.176%
1/17/2025 Raleigh Capital Management Inc.10,872$1.06M0.4%N/A0.001%
1/17/2025 Janney Montgomery Scott LLC24,958$2.42M0.0%+140.6%0.003%
1/17/2025 Park Place Capital Corp2,824$274K0.1%N/A0.000%
1/17/2025 Atomi Financial Group Inc.6,709$651K0.0%+71.7%0.001%
1/16/2025 Crossmark Global Holdings Inc.24,130$2.34M0.0%-10.3%0.003%
1/16/2025 Ballentine Partners LLC3,242$315K0.0%+10.9%0.000%
1/16/2025 Addenda Capital Inc.760,614$73.82M3.4%+5.5%0.104%
1/16/2025 MassMutual Private Wealth & Trust FSB680$66K0.0%+47.5%0.000%
1/16/2025 UMB Bank n.a.11,508$1.12M0.0%-30.8%0.002%
1/16/2025 Annex Advisory Services LLC2,232$217K0.0%-20.6%0.000%
1/16/2025 Romano Brothers AND Company51,933$5.04M0.6%+0.8%0.007%
1/15/2025 Nexus Investment Management ULC3,854$373K0.0%-76.3%0.001%
1/15/2025 HB Wealth Management LLC2,936$285K0.0%N/A0.000%
1/15/2025 Trust Co. of Vermont901$87K0.0%-75.1%0.000%
1/15/2025 Retirement Wealth Solutions LLC1,086$106K0.1%N/A0.000%
1/15/2025 Merit Financial Group LLC4,020$390K0.0%+28.2%0.001%
1/15/2025 Avanza Fonder AB42,332$4.11M0.1%N/A0.006%
1/15/2025 Procyon Advisors LLC3,351$325K0.0%N/A0.000%
1/15/2025 Ritholtz Wealth Management14,472$1.41M0.0%+24.0%0.002%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.864$84K0.0%-11.0%0.000%
1/14/2025 Park Avenue Securities LLC4,476$434K0.0%N/A0.001%
1/14/2025 Assenagon Asset Management S.A.49,433$4.80M0.0%-2.5%0.007%
1/14/2025 Pacifica Partners Inc.5,660$548K0.2%-5.4%0.001%
1/14/2025 Ignite Planners LLC10,780$1.04M0.2%+3.0%0.001%
1/14/2025 180 Wealth Advisors LLC2,236$217K0.0%-8.4%0.000%
1/13/2025 JTC Employer Solutions Trustee Ltd1,595$155K0.0%+473.7%0.000%
1/10/2025 ST Germain D J Co. Inc.73,222$7.11M0.3%-2.8%0.010%
1/8/2025 Fulton Bank N.A.14,497$1.41M0.1%N/A0.002%
1/8/2025 International Assets Investment Management LLC740,236$760K0.0%N/A0.101%
1/8/2025 Rempart Asset Management Inc.225,823$21.87M4.4%+0.6%0.031%
1/6/2025 Boltwood Capital Management4,300$417K0.1%+4.2%0.001%
1/1/2025Passumpsic Savings Bank5,142$464K0.3%+2.1%0.001%
12/26/2024JPMorgan Chase & Co.3,327,465$300.14M0.0%+4.5%0.456%
12/19/2024Principal Financial Group Inc.17,600$1.59M0.0%-23.5%0.002%
11/27/2024Franklin Resources Inc.326,510$30.77M0.0%+1.8%0.045%
11/25/2024Wilmington Savings Fund Society FSB500$45K0.0%N/A0.000%
11/25/2024World Investment Advisors LLC3,757$339K0.0%-10.3%0.001%
11/19/2024Barclays PLC5,923$534K0.0%+70.8%0.001%
11/18/2024Toronto Dominion Bank11,812,353$1.07B1.9%+14.9%1.619%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69% dividend from Tesla… Which could put up to $7,013 in your pocket every month…

Click here to discover the new #1 way to invest in Tesla
11/16/2024Geode Capital Management LLC3,321,849$303.13M0.0%+10.2%0.455%
11/15/2024Barclays PLC5,923$534K0.0%+70.8%0.001%
11/15/2024Y Intercept Hong Kong Ltd14,675$1.32M0.1%-11.5%0.002%
11/15/2024MML Investors Services LLC8,487$765K0.0%-2.4%0.001%
11/15/2024Orion Portfolio Solutions LLC4,771$430K0.0%+4.5%0.001%
11/15/2024XTX Topco Ltd5,834$526K0.0%-61.1%0.001%
11/15/2024National Bank of Canada FI13,750,365$1.24B1.4%-6.9%1.885%
11/15/2024United Services Automobile Association23,798$2.15M0.1%-12.9%0.003%
11/15/2024Wellington Management Group LLP125,572$11.34M0.0%+80.0%0.017%
11/15/2024Stifel Financial Corp146,232$13.19M0.0%+2.4%0.020%
11/15/2024Quantinno Capital Management LP9,122$823K0.0%+9.6%0.001%
11/15/2024Murchinson Ltd.2,706$244K0.1%N/A0.000%
11/15/2024Integrated Wealth Concepts LLC3,578$323K0.0%-15.2%0.000%
11/15/2024Investment Management Corp of Ontario125,590$11.33M0.3%-1.3%0.017%
11/15/2024HighTower Advisors LLC19,974$1.80M0.0%-7.1%0.003%
11/15/2024Benjamin Edwards Inc.3,961$357K0.0%N/A0.001%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp3,169,608$285.98M1.7%-34.7%0.434%
11/14/2024Northwest & Ethical Investments L.P.115,865$10.46M0.3%+5.2%0.016%
11/14/2024Financial Counselors Inc.4,915$443K0.0%-4.8%0.001%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC939,343$84.73M0.0%-13.1%0.129%
11/14/2024Public Sector Pension Investment Board95,431$8.62M0.0%-0.2%0.013%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank272,191$24.59M0.1%+2.9%0.037%
11/14/2024FORA Capital LLC17,359$1.57M0.2%+157.1%0.002%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund4,249,552$383.45M0.9%+261.6%0.583%
11/13/2024BNP Paribas Financial Markets4,057$366K0.0%+47.9%0.001%
11/13/2024D.A. Davidson & CO.8,602$776K0.0%+1.3%0.001%
11/13/2024FMR LLC5,046,721$455.40M0.0%+14.2%0.692%
11/13/2024The Manufacturers Life Insurance Company4,793,309$432.82M0.4%+2.5%0.657%
11/13/2024Independent Advisor Alliance8,321$751K0.0%+111.4%0.001%
11/12/2024Algert Global LLC16,625$1.50M0.0%N/A0.002%
11/12/2024Cerity Partners LLC10,939$987K0.0%+109.0%0.001%
11/12/2024Great Valley Advisor Group Inc.6,210$560K0.0%+4.2%0.001%
11/12/2024Nicolet Advisory Services LLC7,540$688K0.1%-4.8%0.001%
11/12/2024Nwam LLC4,453$402K0.0%N/A0.001%
11/12/2024Citigroup Inc.165,148$14.92M0.0%+7.0%0.023%
11/12/2024Charles Schwab Investment Management Inc.1,848,917$167.02M0.0%+5.9%0.253%
11/12/2024Massachusetts Financial Services Co. MA1,631,618$147.17M0.0%+0.1%0.224%
11/9/2024Intech Investment Management LLC107,096$9.68M0.1%+3.7%0.015%
11/8/2024Scheer Rowlett & Associates Investment Management Ltd.214,070$19.32M1.3%+4.1%0.029%
11/8/2024Advisors Asset Management Inc.11,293$1.02M0.0%-11.7%0.002%
11/8/2024Connor Clark & Lunn Investment Management Ltd.1,985,056$179.10M0.9%-39.2%0.272%
11/8/2024Northwest Bancshares Inc.63,493$5.73M1.0%-13.0%0.009%
11/8/2024West Family Investments Inc.2,374$214K0.1%N/A0.000%
11/7/2024Vertex Planning Partners LLC44,928$4.05M1.0%N/A0.006%
11/7/2024Caprock Group LLC3,046$275K0.0%+8.7%0.000%
11/7/2024Thrivent Financial for Lutherans3,667$331K0.0%+6.0%0.001%
11/6/2024Natixis Advisors LLC30,990$2.80M0.0%+7.6%0.004%
11/6/2024CIBC Asset Management Inc6,628,334$600.83M1.9%-18.8%0.909%
11/6/2024Metis Global Partners LLC25,782$2.33M0.1%-4.7%0.004%
11/6/2024Curi RMB Capital LLC2,264$204K0.0%N/A0.000%
Collect $7k per month from Tesla’s SECRET dividend (Ad)

Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69% dividend from Tesla… Which could put up to $7,013 in your pocket every month…

Click here to discover the new #1 way to invest in Tesla
11/6/2024Oppenheimer & Co. Inc.4,662$421K0.0%-10.9%0.001%
11/6/2024Pinnacle Financial Partners Inc177,888$16.05M0.3%+0.4%0.024%
11/5/2024Cumberland Partners Ltd10,583$956K0.1%-19.6%0.001%
11/5/2024Aigen Investment Management LP3,933$355K0.1%N/A0.001%
11/5/2024Ashton Thomas Private Wealth LLC7,723$697K0.0%-4.8%0.001%
11/5/2024Harbour Investments Inc.6,897$622K0.0%+10.2%0.001%
11/5/2024Entropy Technologies LP29,774$2.69M0.3%N/A0.004%
11/4/2024Patten & Patten Inc. TN2,328$210K0.0%N/A0.000%
11/4/2024 Crossmark Global Holdings Inc.26,903$2.43M0.0%-35.4%0.004%
11/1/2024Townsend & Associates Inc2,225$208K0.0%N/A0.000%
(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, 451 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 ($1.57B), Bank of Nova Scotia ($1.38B), National Bank of Canada FI ($1.24B), Toronto Dominion Bank ($1.07B), and FIL Ltd ($976.87M).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 381 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 ($14.69M), Norges Bank ($8.21M), FIL Ltd ($5.73M), Toronto Dominion Bank ($4.77M), TD Asset Management Inc ($3.45M), and Capital Research Global Investors ($3.15M).

How much institutional buying is happening at Bank of Montreal?

Institutional investors have bought a total of 183,352,442 shares in the last 24 months. This purchase volume represents approximately $17.66B in transactions.

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

Of the 257 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: Toronto Dominion Bank ($4.40M), 1832 Asset Management L.P. ($3.73M), Fiera Capital Corp ($3.29M), Bank of Nova Scotia ($3.13M), National Bank of Canada FI ($3.11M), CIBC Asset Management Inc ($2.65M), and Connor Clark & Lunn Investment Management Ltd. ($2.48M).

How much institutional selling is happening at Bank of Montreal?

Institutional investors have sold a total of 42,863,308 shares in the last 24 months. This volume of shares sold represents approximately $3.86B in transactions.


Related Companies

This page (NYSE:BMO) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Stunning Trump Exec Order Leaked
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
The crypto bull market is here, and the stakes couldn’t be higher. The next 3-6 months? They’re the most ex...
Crypto Swap Profits | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored