Bank of Montreal Ownership | Who Owns Bank of Montreal?

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Bank of Montreal Ownership Summary

Bank of Montreal is owned by 47.75% institutional investors, 0.10% insiders, and 52.16% retail investors. Royal bank of canada is the largest institutional shareholder, holding 8.32% of BMO shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.40% of its assets in Bank of Montreal shares.

BMO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bank of Montreal	47.75%	0.10%	52.16%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Diversified Banks Stocks	29.77%	0.99%	69.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Royal bank of canada	60.56M	8.32%	$5.88B
Vanguard group	30.49M	4.19%	$2.96B
Bank of montreal /can/	29.87M	4.10%	$2.90B
Td asset management	17.62M	2.42%	$1.71B
Cibc world market	16.41M	2.26%	$1.59B
National bank of canada /fi/	13.75M	1.89%	$1.34B
Toronto dominion bank	12.83M	1.76%	$1.24B
Mackenzie financial	12.22M	1.68%	$1.11B
Norges bank	10.46M	1.44%	$1.01B
Bank of nova scotia	8.91M	1.22%	$864.60M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Guardian capital lp	2.15M	7.76%	$208.80M
Bank of nova scotia trust	503.61K	5.16%	$48.88M
Aviso financial	1.03M	5.04%	$99.76M
Spartan fund management	14.20K	4.60%	$1.38M
Rempart asset management	225.82K	4.35%	$21.87M
Cardinal capital management	1.29M	4.24%	$124.63M
Mufg securities (canada)	1.11M	3.90%	$108.09M
Jarislowsky, fraser	6.71M	3.81%	$651.25M
Guardian partners	377.67K	3.78%	$37.13M
Addenda capital	760.61K	3.75%	$106.14M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	10.46M	0.13%	10.46M
Royal bank of canada	60.56M	1.17%	5.23M
British columbia investment management	4.85M	2.46%	2.82M
Bank of montreal /can/	29.87M	1.35%	2.18M
Manufacturers life insurance company, the	6.84M	0.58%	2.04M

Top Sellers

Holder	Shares	% Assets	Change
Canoe financial lp	-	-	-105.51M
Bank of nova scotia	8.91M	1.59%	-5.12M
Healthcare of ontario pension plan trust fund	1.63M	0.33%	-2.62M
Sumitomo mitsui trust	-	-	-1.71M
Legal & general group	4.24M	0.11%	-1.14M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	10.46M	0.13%	10.46M	$1.01B
Raymond james financial	498.23K	0.02%	498.23K	$48.35M
Guardian partners	377.67K	3.78%	377.67K	$37.13M
Grantham, mayo, van otterloo	44.41K	0.01%	44.41K	$4.31B
Davenport	28.98K	0.02%	28.98K	$2.81M

Sold Out

Holder	Change
Moisand fitzgerald tamayo	-1.00
Atlantic edge private wealth management	-5.00
Continuum advisory	-8.00
Headlands	-23.00
Nvwm	-25.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	543	7.95%	347,459,704	4.84%	47	2.30%	278	40.40%	135	-16.15%
Sep 30, 2024	500	-1.38%	331,395,246	-6.17%	44	1.87%	197	-6.19%	160	-7.51%
Jun 30, 2024	497	-4.61%	351,000,057	-21.40%	48	1.27%	205	-9.69%	170	9.68%
Mar 31, 2024	521	0.97%	446,555,838	30.84%	61	2.77%	227	0.89%	155	-9.88%
Dec 31, 2023	516	7.72%	341,289,369	4.61%	47	2.29%	225	5.63%	172	29.32%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Intl Stock Index Inv	10.20M	1.40%	17.85K
Vanguard Developed Markets Index Admiral	6.33M	0.87%	11.90K
RBC Canadian Dividend Fund A	6.32M	0.87%	68.76K
BMO Equal Weight Banks ETF	6.06M	0.83%	766.26K
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	5.27M	0.72%	56.38K
TD Dividend Growth - I	4.39M	0.60%	-
iShares S&P/TSX 60 ETF	3.99M	0.55%	-51.57K
Fidelity Series Canada	3.16M	0.43%	-39.70K
iShares Core S&P/TSX Capped Compost ETF	3.07M	0.42%	-
BMO Covered Call Canadian Banks ETF	2.86M	0.39%	-47.52K

BMO Ownership FAQ

Who Owns Bank of Montreal?

Bank of Montreal shareholders are primarily institutional investors at 47.75%, followed by 0.10% insiders and 52.15% retail investors. The average institutional ownership in Bank of Montreal's industry, Diversified Banks Stocks, is 29.77%, which Bank of Montreal exceeds.

Who owns the most shares of Bank of Montreal?

Bank of Montreal’s largest shareholders are Royal bank of canada (60.56M shares, 8.32%), Vanguard group (30.49M shares, 4.19%), and Bank of montreal /can/ (29.87M shares, 4.10%). Together, they hold 16.62% of Bank of Montreal’s total shares outstanding.

Does Blackrock own Bank of Montreal?

BlackRock is not among the top 10 institutional shareholders of Bank of Montreal.

Who is Bank of Montreal’s biggest shareholder by percentage of total assets invested?

Guardian capital lp is Bank of Montreal’s biggest shareholder by percentage of total assets invested, with 7.76% of its assets in 2.15M Bank of Montreal shares, valued at 208.8M$.

Who is the top mutual fund holder of Bank of Montreal shares?

Vanguard Total Intl Stock Index Inv is the top mutual fund holder of Bank of Montreal shares, with 1.40% of its total shares outstanding invested in 10.2M Bank of Montreal shares.

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