Bank of Montreal Ownership | Who Owns Bank of Montreal?
Bank of Montreal Ownership Summary
Bank of Montreal is owned by 44.07% institutional investors, 0.03% insiders, and 55.90% retail investors. Vanguard group is the largest institutional shareholder, holding 4.03% of BMO shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.39% of its assets in Bank of Montreal shares.
BMO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank of Montreal | 44.07% | 0.03% | 55.90% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Diversified Banks Stocks | 38.46% | 1.12% | 60.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 29.32M | 4.03% | $2.46B |
| Td asset management | 18.71M | 2.57% | $1.57B |
| National bank of canada /fi/ | 14.76M | 2.03% | $1.23B |
| Bank of nova scotia | 12.11M | 1.66% | $1.02B |
| Mackenzie financial | 11.42M | 1.57% | $958.33M |
| Toronto dominion bank | 10.28M | 1.41% | $861.80M |
| Fil | 9.55M | 1.31% | $801.66M |
| Norges bank | 8.64M | 1.19% | $724.94M |
| Cibc asset management | 8.16M | 1.12% | $684.49M |
| 1832 asset management | 7.31M | 1.00% | $613.14M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Guardian capital lp | 2.57M | 8.12% | $215.28M |
| Aviso financial | 986.96K | 4.60% | $82.57M |
| Bank of nova scotia trust | 467.93K | 4.38% | $39.24M |
| Addenda capital | 861.29K | 3.88% | $98.90M |
| Rempart asset management | 223.99K | 3.70% | $18.79M |
| Newgen asset management | 100.00K | 3.64% | $8.38M |
| Guardian capital advisors lp | 365.11K | 3.30% | $30.98M |
| Letko, brosseau & associates | 1.94M | 3.09% | $163.16M |
| Dorchester wealth management | 176.33K | 2.84% | $14.72M |
| Federation des caisses desjardins du quebec | 6.00M | 2.72% | $506.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 8.64M | 0.11% | 8.64M |
| Federation des caisses desjardins du quebec | 6.00M | 2.72% | 3.86M |
| British columbia investment management | 4.85M | 2.46% | 2.82M |
| Charles schwab investment management | 1.75M | 0.03% | 1.75M |
| Jarislowsky, fraser | 5.24M | 2.67% | 1.41M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canoe financial lp | - | - | -105.51M |
| Toronto dominion bank | 10.28M | 1.38% | -2.50M |
| Mackenzie financial | 11.42M | 1.42% | -1.73M |
| Sumitomo mitsui trust | - | - | -1.71M |
| Goldman sachs group | 2.88M | 0.04% | -1.62M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 8.64M | 0.11% | 8.64M | $724.94M |
| Charles schwab investment management | 1.75M | 0.03% | 1.75M | $146.47M |
| Ubs asset management americas | 1.08M | 0.03% | 1.08M | $90.68M |
| Aviso financial | 986.96K | 4.60% | 986.96K | $82.57M |
| Mufg securities emea | 475.00K | 2.33% | 475.00K | $54.54M |
Sold Out
| Holder | Change |
|---|---|
| Moisand fitzgerald tamayo | -1.00 |
| Continuum advisory | -8.00 |
| Corecap advisors | -12.00 |
| Headlands | -23.00 |
| Versant capital management | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 479 | -3.23% | 326,243,002 | -0.31% | 45 | 2.17% | 213 | 3.40% | 133 | -9.52% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Intl Stock Index Inv | 10.13M | 1.39% | 18.58K |
| Vanguard Developed Markets Index Admiral | 6.25M | 0.86% | 40.52K |
| RBC Canadian Dividend Fund A | 6.18M | 0.85% | - |
| BMO Equal Weight Banks ETF | 5.21M | 0.71% | 1.10M |
| Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 5.06M | 0.69% | 8.76K |
| TD Dividend Growth - I | 4.39M | 0.60% | - |
| iShares S&P/TSX 60 ETF | 3.71M | 0.51% | -23.05K |
| Fidelity Series Canada | 3.36M | 0.46% | 65.80K |
| iShares Core S&P/TSX Capped Compost ETF | 3.01M | 0.41% | 107.51K |
| BMO Covered Call Canadian Banks ETF | 2.97M | 0.41% | -110.78K |
BMO Ownership FAQ
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