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Bank of Montreal (BMO) Institutional Ownership

Bank of Montreal logo
$94.72 +0.68 (+0.72%)
(As of 10:25 AM 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)
230
Total
Institutional Inflows
(last 12 months)
$14.94B
Number of
Institutional Sellers
(last 12 months)
161
Total
Institutional Outflows
(last 12 months)
$2.55B
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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
11/19/2024 Barclays PLC5,923$534K0.0%+70.8%0.001%
11/18/2024 Toronto Dominion Bank11,812,353$1.07B1.9%+14.9%1.619%
11/16/2024 Geode Capital Management LLC3,321,849$303.13M0.0%+10.2%0.455%
11/15/2024 Barclays PLC5,923$534K0.0%+70.8%0.001%
11/15/2024 Y Intercept Hong Kong Ltd14,675$1.32M0.1%-11.5%0.002%
11/15/2024 MML Investors Services LLC8,487$765K0.0%-2.4%0.001%
11/15/2024 Orion Portfolio Solutions LLC4,771$430K0.0%+4.5%0.001%
11/15/2024 XTX Topco Ltd5,834$526K0.0%-61.1%0.001%
11/15/2024 National Bank of Canada FI13,750,365$1.24B1.4%-6.9%1.885%
11/15/2024 United Services Automobile Association23,798$2.15M0.1%-12.9%0.003%
11/15/2024 Wellington Management Group LLP125,572$11.34M0.0%+80.0%0.017%
11/15/2024 Stifel Financial Corp146,232$13.19M0.0%+2.4%0.020%
11/15/2024 Quantinno Capital Management LP9,122$823K0.0%+9.6%0.001%
11/15/2024 Murchinson Ltd.2,706$244K0.1%N/A0.000%
11/15/2024 Integrated Wealth Concepts LLC3,578$323K0.0%-15.2%0.000%
11/15/2024 Investment Management Corp of Ontario125,590$11.33M0.3%-1.3%0.017%
11/15/2024 HighTower Advisors LLC19,974$1.80M0.0%-7.1%0.003%
11/15/2024 Benjamin Edwards Inc.3,961$357K0.0%N/A0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp3,169,608$285.98M1.7%-34.7%0.434%
11/14/2024 Northwest & Ethical Investments L.P.115,865$10.46M0.3%+5.2%0.016%
11/14/2024 Financial Counselors Inc.4,915$443K0.0%-4.8%0.001%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC939,343$84.73M0.0%-13.1%0.129%
11/14/2024 Public Sector Pension Investment Board95,431$8.62M0.0%-0.2%0.013%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 272,191$24.59M0.1%+2.9%0.037%
11/14/2024 FORA Capital LLC17,359$1.57M0.2%+157.1%0.002%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund4,249,552$383.45M0.9%+261.6%0.583%
11/13/2024 BNP Paribas Financial Markets4,057$366K0.0%+47.9%0.001%
11/13/2024 D.A. Davidson & CO.8,602$776K0.0%+1.3%0.001%
11/13/2024 FMR LLC5,046,721$455.40M0.0%+14.2%0.692%
11/13/2024 The Manufacturers Life Insurance Company 4,793,309$432.82M0.4%+2.5%0.657%
11/13/2024 Independent Advisor Alliance8,321$751K0.0%+111.4%0.001%
11/12/2024 Algert Global LLC16,625$1.50M0.0%N/A0.002%
11/12/2024 Cerity Partners LLC10,939$987K0.0%+109.0%0.001%
11/12/2024 Great Valley Advisor Group Inc.6,210$560K0.0%+4.2%0.001%
11/12/2024 Nicolet Advisory Services LLC7,540$688K0.1%-4.8%0.001%
11/12/2024 Nwam LLC4,453$402K0.0%N/A0.001%
11/12/2024 Citigroup Inc.165,148$14.92M0.0%+7.0%0.023%
11/12/2024 Charles Schwab Investment Management Inc.1,848,917$167.02M0.0%+5.9%0.253%
11/12/2024 Massachusetts Financial Services Co. MA1,631,618$147.17M0.0%+0.1%0.224%
11/9/2024 Intech Investment Management LLC107,096$9.68M0.1%+3.7%0.015%
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11/8/2024 Scheer Rowlett & Associates Investment Management Ltd.214,070$19.32M1.3%+4.1%0.029%
11/8/2024 Advisors Asset Management Inc.11,293$1.02M0.0%-11.7%0.002%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.1,985,056$179.10M0.9%-39.2%0.272%
11/8/2024 Northwest Bancshares Inc.63,493$5.73M1.0%-13.0%0.009%
11/8/2024 West Family Investments Inc.2,374$214K0.1%N/A0.000%
11/7/2024 Vertex Planning Partners LLC44,928$4.05M1.0%N/A0.006%
11/7/2024 Caprock Group LLC3,046$275K0.0%+8.7%0.000%
11/7/2024 Thrivent Financial for Lutherans3,667$331K0.0%+6.0%0.001%
11/6/2024 Natixis Advisors LLC30,990$2.80M0.0%+7.6%0.004%
11/6/2024 CIBC Asset Management Inc6,628,334$600.83M1.9%-18.8%0.909%
11/6/2024 Metis Global Partners LLC25,782$2.33M0.1%-4.7%0.004%
11/6/2024 Curi RMB Capital LLC2,264$204K0.0%N/A0.000%
11/6/2024 Oppenheimer & Co. Inc.4,662$421K0.0%-10.9%0.001%
11/6/2024 Pinnacle Financial Partners Inc177,888$16.05M0.3%+0.4%0.024%
11/5/2024 Cumberland Partners Ltd10,583$956K0.1%-19.6%0.001%
11/5/2024 Aigen Investment Management LP3,933$355K0.1%N/A0.001%
11/5/2024 Ashton Thomas Private Wealth LLC7,723$697K0.0%-4.8%0.001%
11/5/2024 Harbour Investments Inc.6,897$622K0.0%+10.2%0.001%
11/5/2024 Entropy Technologies LP29,774$2.69M0.3%N/A0.004%
11/4/2024 Patten & 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%
11/1/2024 Townsend & Associates Inc2,225$208K0.0%N/A0.000%
11/1/2024 Pegasus Partners Ltd.2,262$204K0.0%-33.7%0.000%
11/1/2024 Fiera Capital Corp3,453,718$312.05M0.9%+1.5%0.473%
11/1/2024 Gold Investment Management Ltd.20,905$1.89M0.8%+1.3%0.003%
10/31/2024 Principal Financial Group Inc.17,600$1.59M0.0%-23.5%0.002%
10/31/2024 Cozad Asset Management Inc.2,904$262K0.0%-9.5%0.000%
10/31/2024 WoodTrust Financial Corp2,714$245K0.0%-90.2%0.000%
10/30/2024 Harvest Portfolios Group Inc.31,812$2.87M0.1%+1.8%0.004%
10/30/2024 Crescent Grove Advisors LLC6,455$582K0.1%-13.3%0.001%
10/30/2024 Gulf International Bank UK Ltd2,121$191K0.0%-56.2%0.000%
10/30/2024 Mn Services Vermogensbeheer B.V.155,100$14.01M0.1%-6.8%0.021%
10/30/2024 Intact Investment Management Inc.588,209$53.08M1.8%+72.9%0.081%
10/29/2024 Van ECK Associates Corp190,255$17.76M0.0%+23.0%0.026%
10/29/2024 Janney Montgomery Scott LLC10,374$936K0.0%-30.6%0.001%
10/29/2024 REDW Wealth LLC2,220$200K0.1%N/A0.000%
10/29/2024 Farther Finance Advisors LLC1,103$99K0.0%+44.9%0.000%
10/28/2024 Cigna Investments Inc. New13,495$1.22M0.2%-2.0%0.002%
10/28/2024 US Bancorp DE19,063$1.72M0.0%-17.3%0.003%
10/28/2024 Davis Rea LTD.2,925$264K0.1%-43.3%0.000%
10/25/2024 Pinnacle Associates Ltd.20,500$2.03M0.0%-39.0%0.003%
10/25/2024 First Trust Direct Indexing L.P.7,646$690K0.0%-4.3%0.001%
10/25/2024 Pathway Financial Advisers LLC30,454$2.75M0.0%+2,701.7%0.004%
10/25/2024 Mutual Advisors LLC20,118$1.88M0.1%+58.3%0.003%
10/24/2024 DekaBank Deutsche Girozentrale144,747$13.00M0.0%-4.9%0.020%
10/24/2024 GHP Investment Advisors Inc.554$50K0.0%+244.1%0.000%
10/24/2024 Pathway Financial Advisers LLC30,454$2.75M0.0%+2,701.7%0.004%
10/24/2024 Forsta AP Fonden181,600$16.41M0.1%+20.0%0.025%
10/23/2024 Cromwell Holdings LLC1,739$157K0.1%+37.4%0.000%
10/23/2024 Ballentine Partners LLC2,923$264K0.0%-5.1%0.000%
Trump said you could learn something from this man (Ad)

Early Warning: A Deep Crack Is Forming In The US Economy Stocks are booming thanks to Trump’s landslide victory. Yet one former Trump advisor says the picture is less rosy than it seems. “I’ve found a deep crack forming in the foundations of the US economy,” he says. “And before too long, it could tear our country apart.” It’s critical you learn more today, BEFORE it impacts your money and your retirement.

Here’s everything you need to know.
10/23/2024 Harbour Trust & Investment Management Co6,340$572K0.1%+2.8%0.001%
10/23/2024 Assenagon Asset Management S.A.50,682$4.58M0.0%+141.7%0.007%
10/23/2024 DORCHESTER WEALTH MANAGEMENT Co182,675$16.38M2.9%+3.6%0.025%
10/23/2024 Romano Brothers AND Company51,533$4.65M0.6%-2.7%0.007%
10/23/2024 Brighton Jones LLC3,387$306K0.0%-7.5%0.000%
10/22/2024 Private Advisor Group LLC21,094$1.90M0.0%+3.2%0.003%
10/22/2024 Signaturefd LLC8,894$802K0.0%+3.6%0.001%
10/22/2024 Sequoia Financial Advisors LLC3,264$294K0.0%-8.8%0.000%
10/18/2024Raymond James & Associates59,194$5.34M0.0%-16.9%0.008%
10/18/2024ST Germain D J Co. Inc.75,363$6.80M0.3%-29.0%0.010%
(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, 444 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 372 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 182,621,315 shares in the last 24 months. This purchase volume represents approximately $17.59B in transactions.

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

Of the 260 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 42,869,682 shares in the last 24 months. This volume of shares sold represents approximately $3.86B in transactions.


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This page (NYSE:BMO) was last updated on 11/21/2024 by MarketBeat.com Staff
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