Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 11/14/2024 | 55.33 M | $4.99 B | -4.24% | 7.36% |
| VANGUARD GROUP INC | 11/13/2024 | 29.92 M | $2.70 B | 2.03% | 3.98% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 27.69 M | $2.50 B | 1.31% | 3.68% |
| TD ASSET MANAGEMENT INC | 11/01/2024 | 17.13 M | $1.55 B | -8.47% | 2.28% |
| CIBC WORLD MARKET INC. | 11/12/2024 | 16.00 M | $1.44 B | -8.25% | 2.13% |
| BANK OF NOVA SCOTIA | 11/13/2024 | 14.02 M | $1.27 B | 15.76% | 1.86% |
| NATIONAL BANK OF CANADA /FI/ | 11/15/2024 | 13.75 M | $1.24 B | -6.85% | 1.83% |
| TORONTO DOMINION BANK | 11/18/2024 | 11.81 M | $1.07 B | 14.93% | 1.57% |
| MACKENZIE FINANCIAL CORP | 11/13/2024 | 10.58 M | $955.09 M | -7.28% | 1.41% |
| 1832 ASSET MANAGEMENT L.P. | 11/13/2024 | 7.57 M | $682.37 M | 3.46% | 1.01% |
| CIBC ASSET MANAGEMENT INC | 11/06/2024 | 6.63 M | $600.83 M | -18.77% | 0.88% |
| JARISLOWSKY, FRASER LTD | 11/13/2024 | 6.29 M | $567.79 M | 19.96% | 0.84% |
| BEUTEL, GOODMAN & CO LTD. | 11/13/2024 | 5.91 M | $534.11 M | 4.67% | 0.79% |
| ROYAL BANK OF CANADA | 11/14/2024 | 5.75 M | $519.02 M | 193.73% | 0.77% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2024 | 5.42 M | $489.58 M | 0.00% | 0.72% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 5.39 M | $486.51 M | 0.58% | 0.72% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/13/2024 | 5.09 M | $459.34 M | -15.16% | 0.68% |
| FMR LLC | 11/13/2024 | 5.05 M | $455.40 M | 14.16% | 0.67% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 4.79 M | $432.82 M | 2.46% | 0.64% |
| ROYAL BANK OF CANADA | 11/14/2024 | 4.54 M | $409.94 M | 243.29% | 0.60% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11/13/2024 | 4.25 M | $383.45 M | 261.61% | 0.57% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.56 M | $320.94 M | 1.10% | 0.47% |
| FIERA CAPITAL CORP | 11/01/2024 | 3.45 M | $312.05 M | 1.48% | 0.46% |
| SCOTIA CAPITAL INC. | 11/13/2024 | 3.44 M | $310.36 M | 0.69% | 0.46% |
| JPMORGAN CHASE & CO | 12/26/2024 | 3.33 M | $300.14 M | 4.53% | 0.44% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 3.32 M | $303.13 M | 10.20% | 0.44% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 11/14/2024 | 3.17 M | $285.98 M | -34.67% | 0.42% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/14/2024 | 2.53 M | $228.15 M | -1.45% | 0.34% |
| TD WATERHOUSE CANADA INC. | 11/12/2024 | 2.48 M | $228.66 M | 6.93% | 0.33% |
| GUARDIAN CAPITAL LP | 11/12/2024 | 2.16 M | $194.95 M | -15.88% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 2.11 M | $190.24 M | -52.13% | 0.28% |
| MORGAN STANLEY | 11/14/2024 | 2.11 M | $189.98 M | 17.83% | 0.28% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 1.99 M | $179.10 M | -39.23% | 0.26% |
| LETKO, BROSSEAU & ASSOCIATES INC | 11/07/2024 | 1.92 M | $173.44 M | -1.25% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.85 M | $167.02 M | 5.93% | 0.25% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.85 M | $166.51 M | -35.87% | 0.25% |
| SIG NORTH TRADING, ULC | 11/14/2024 | 1.80 M | $162.76 M | 28.35% | 0.24% |
| FIL LTD | 11/13/2024 | 1.72 M | $155.55 M | -81.95% | 0.23% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 1.63 M | $147.17 M | 0.14% | 0.22% |
| AGF MANAGEMENT LTD | 11/12/2024 | 1.60 M | $152.05 M | -11.31% | 0.21% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 1.58 M | $142.42 M | -0.29% | 0.21% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 1.50 M | $133.31 M | 46.56% | 0.20% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 1.48 M | $133.22 M | 3,520.58% | 0.20% |
| NEWPORT TRUST CO | 11/14/2024 | 1.39 M | $125.25 M | -1.64% | 0.18% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 11/05/2024 | 1.39 M | $125.42 M | -33.09% | 0.18% |
| CARDINAL CAPITAL MANAGEMENT, INC. | 10/10/2024 | 1.30 M | $117.33 M | 4.86% | 0.17% |
| AVISO FINANCIAL INC. | 11/13/2024 | 1.00 M | $90.63 M | 1.75% | 0.13% |
| CIBC WORLD MARKET INC. | 11/12/2024 | 852,000 | $76.85 M | -10.50% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 847,892 | $76.48 M | -11.88% | 0.11% |
| INVESCO LTD. | 11/12/2024 | 805,524 | $72.66 M | -19.55% | 0.11% |
Bank of Montrealinstitutional Ownership - FAQ's
During the previous two years, 685 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 55.33 M
VANGUARD GROUP INC: 29.92 M
BANK OF MONTREAL /CAN/: 27.69 M
TD ASSET MANAGEMENT INC: 17.13 M
CIBC WORLD MARKET INC.: 16 M
BANK OF NOVA SCOTIA: 14.02 M
44.07% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 372.39 M shares in the last 24 months. This purchase volume represents approximately $36.14 B in transactions.