Recent Quarter Total Invested
$29.55 B
Recent Quarter Institutional Ownership Percentage
48.19%
Total Invested of Last Quarter
$33.51 B
Ownership Percentage of Last Quarter
61.7%
Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 08/14/2024 | 57.77 M | $4.84 B | -9.32% | 7.93% |
| VANGUARD GROUP INC | 08/13/2024 | 29.32 M | $2.46 B | 2.47% | 4.03% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 27.34 M | $2.32 B | 5.92% | 3.75% |
| TD ASSET MANAGEMENT INC | 08/02/2024 | 18.71 M | $1.57 B | -1.16% | 2.57% |
| CIBC WORLD MARKET INC. | 08/07/2024 | 17.43 M | $1.46 B | 15.72% | 2.39% |
| NATIONAL BANK OF CANADA /FI/ | 08/02/2024 | 14.76 M | $1.23 B | 4.92% | 2.03% |
| BANK OF NOVA SCOTIA | 08/14/2024 | 12.11 M | $1.02 B | 4.77% | 1.66% |
| MACKENZIE FINANCIAL CORP | 08/14/2024 | 11.42 M | $958.33 M | -13.14% | 1.57% |
| TORONTO DOMINION BANK | 08/14/2024 | 10.28 M | $861.80 M | -19.55% | 1.41% |
| FIL LTD | 08/13/2024 | 9.55 M | $801.66 M | -3.27% | 1.31% |
| NORGES BANK | 08/14/2024 | 8.64 M | $724.94 M | 100.00% | 1.19% |
| CIBC ASSET MANAGEMENT INC | 08/01/2024 | 8.16 M | $684.49 M | -9.85% | 1.12% |
| 1832 ASSET MANAGEMENT L.P. | 08/13/2024 | 7.31 M | $613.14 M | 6.77% | 1.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2024 | 6.00 M | $506.27 M | 180.88% | 0.82% |
| BEUTEL, GOODMAN & CO LTD. | 08/13/2024 | 5.65 M | $474.03 M | -0.81% | 0.78% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 08/14/2024 | 5.42 M | $454.80 M | -2.51% | 0.74% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 5.35 M | $449.38 M | -0.88% | 0.74% |
| JARISLOWSKY, FRASER LTD | 08/12/2024 | 5.24 M | $439.71 M | 36.91% | 0.72% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 08/14/2024 | 4.85 M | $407.28 M | 138.38% | 0.67% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2024 | 4.68 M | $392.12 M | -3.83% | 0.64% |
| FMR LLC | 08/13/2024 | 4.42 M | $371.08 M | 27.45% | 0.61% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 4.41 M | $369.45 M | 167.91% | 0.60% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 3.52 M | $295.09 M | -2.41% | 0.48% |
| SCOTIA CAPITAL INC. | 08/14/2024 | 3.42 M | $286.34 M | 0.32% | 0.47% |
| FIERA CAPITAL CORP | 08/19/2024 | 3.40 M | $285.79 M | 2.07% | 0.47% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 3.27 M | $274.21 M | -26.65% | 0.45% |
| JPMORGAN CHASE & CO | 08/12/2024 | 3.18 M | $266.91 M | 9.09% | 0.44% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 3.01 M | $254.91 M | 5.76% | 0.41% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 2.88 M | $241.38 M | -36.08% | 0.40% |
| GUARDIAN CAPITAL LP | 08/13/2024 | 2.57 M | $215.28 M | -2.57% | 0.35% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/12/2024 | 2.56 M | $215.05 M | 29.19% | 0.35% |
| TD WATERHOUSE CANADA INC. | 08/02/2024 | 2.28 M | $298.48 M | 0.37% | 0.31% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 08/13/2024 | 2.07 M | $174.12 M | 33.33% | 0.28% |
| ROYAL BANK OF CANADA | 08/14/2024 | 1.96 M | $164.26 M | 4.70% | 0.27% |
| LETKO, BROSSEAU & ASSOCIATES INC | 08/06/2024 | 1.94 M | $163.16 M | -3.29% | 0.27% |
| AGF MANAGEMENT LTD | 08/07/2024 | 1.80 M | $158.84 M | 1.96% | 0.25% |
| MORGAN STANLEY | 08/14/2024 | 1.79 M | $149.89 M | 23.22% | 0.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 1.75 M | $146.47 M | 100.00% | 0.24% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 1.63 M | $136.62 M | 3.04% | 0.22% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 1.58 M | $132.69 M | -29.36% | 0.22% |
| NEWPORT TRUST CO | 08/13/2024 | 1.41 M | $118.37 M | 1.06% | 0.19% |
| SIG NORTH TRADING, ULC | 08/15/2024 | 1.41 M | $117.88 M | 13.44% | 0.19% |
| ROYAL BANK OF CANADA | 08/14/2024 | 1.32 M | $111.01 M | 31.56% | 0.18% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 09/20/2024 | 1.18 M | $98.65 M | -13.87% | 0.16% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 1.08 M | $90.68 M | 100.00% | 0.15% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/27/2024 | 1.02 M | $85.59 M | 6.37% | 0.14% |
| INVESCO LTD. | 08/13/2024 | 1.00 M | $83.96 M | 8.16% | 0.14% |
| AVISO FINANCIAL INC. | 08/14/2024 | 986,956 | $82.57 M | 100.00% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 965,001 | $951,424 | 100.00% | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 962,231 | $80.68 M | 19.81% | 0.13% |
Bank of Montrealinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of BMO shares?
During the previous two years, 704 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 57.77 M
VANGUARD GROUP INC: 29.32 M
BANK OF MONTREAL /CAN/: 27.34 M
TD ASSET MANAGEMENT INC: 18.71 M
CIBC WORLD MARKET INC.: 17.43 M
NATIONAL BANK OF CANADA /FI/: 14.76 M
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What percentage of Bank of Montreal stock is owned by institutional investors?
48.19% of Bank of Montreal stock is owned by institutional investors.
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How much institutional buying is happening at BMO ?
Institutional investors have bought a total of 384.36 M shares in the last 24 months. This purchase volume represents approximately $35.21 B in transactions.