Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 1.52 M | $197.53 M | -0.23% | 0.21% |
| CARDINAL CAPITAL MANAGEMENT, INC. | 01/22/2026 | 988.49 K | $176.20 M | -10.79% | 0.14% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 2.32 M | $300.78 M | -2.54% | 0.32% |
| VANGUARD GROUP INC | 01/29/2026 | 33.02 M | $4.29 B | 2.08% | 4.57% |
| NEWPORT TRUST CO | 02/06/2026 | 1.32 M | $170.70 M | -0.51% | 0.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 7.03 M | $932.24 M | 6.72% | 0.97% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 4.55 M | $591.71 M | 0.54% | 0.63% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 19.37 M | $2.52 B | 1.54% | 2.68% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 12.55 M | $1.63 B | 0.86% | 1.74% |
| NORGES BANK | 02/10/2026 | 8.16 M | $1.06 B | 100.00% | 1.13% |
| CIBC ASSET MANAGEMENT INC | 02/10/2026 | 6.24 M | $814.50 M | -14.08% | 0.86% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 2.07 M | $268.76 M | -9.22% | 0.29% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 1.86 M | $241.84 M | -45.91% | 0.26% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 1.20 M | $156.28 M | -59.82% | 0.17% |
| FIERA CAPITAL CORP | 02/11/2026 | 3.98 M | $517.25 M | 0.36% | 0.55% |
| JPMORGAN CHASE & CO | 02/11/2026 | 3.30 M | $427.97 M | -18.26% | 0.46% |
| LETKO, BROSSEAU & ASSOCIATES INC | 02/11/2026 | 1.67 M | $217.71 M | -5.67% | 0.23% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 1.45 M | $188.28 M | 5.47% | 0.20% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 1.19 M | $153.81 M | -8.59% | 0.16% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 28.17 M | $3.66 B | -1.18% | 3.90% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 3.59 M | $465.82 M | 0.88% | 0.50% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 3.58 M | $464.50 M | 0.17% | 0.50% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 3.38 M | $438.80 M | -1.46% | 0.47% |
| 1832 ASSET MANAGEMENT L.P. | 02/13/2026 | 10.42 M | $1.35 B | 64.40% | 1.44% |
| BANK OF NOVA SCOTIA | 02/13/2026 | 5.97 M | $774.68 M | -6.41% | 0.83% |
| BEUTEL, GOODMAN & CO LTD. | 02/13/2026 | 4.99 M | $648.98 M | -7.37% | 0.69% |
| MORGAN STANLEY | 02/13/2026 | 3.82 M | $495.46 M | 74.38% | 0.53% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/13/2026 | 3.27 M | $424.38 M | -0.16% | 0.45% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 2.80 M | $365.01 M | -4.01% | 0.39% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.97 M | $255.92 M | 0.81% | 0.27% |
| OMERS ADMINISTRATION CORP | 02/13/2026 | 1.24 M | $161.79 M | 9.82% | 0.17% |
| MUFG SECURITIES (CANADA), LTD. | 02/13/2026 | 1.08 M | $140.75 M | -8.59% | 0.15% |
| AVISO FINANCIAL INC. | 02/13/2026 | 1.02 M | $132.77 M | 2.02% | 0.14% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 02/13/2026 | 935.88 K | $121.54 M | 50.67% | 0.13% |
| ROYAL BANK OF CANADA | 02/17/2026 | 50.09 M | $6.50 B | -23.49% | 6.94% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 11.00 M | $1.43 B | -2.21% | 1.52% |
| FIL LTD | 02/17/2026 | 9.45 M | $1.23 B | 15.19% | 1.31% |
| FMR LLC | 02/17/2026 | 6.60 M | $856.86 M | -18.53% | 0.91% |
| TORONTO DOMINION BANK | 02/17/2026 | 6.50 M | $844.59 M | 6.59% | 0.90% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 6.33 M | $821.52 M | 64.28% | 0.88% |
| ROYAL BANK OF CANADA | 02/17/2026 | 5.72 M | $742.40 M | 13.49% | 0.79% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 02/17/2026 | 5.42 M | $704.75 M | 0.00% | 0.75% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.40 M | $311.79 M | -23.22% | 0.33% |
| SIG NORTH TRADING, ULC | 02/17/2026 | 2.21 M | $287.41 M | 4.52% | 0.31% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.83 M | $237.48 M | 11.94% | 0.25% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 1.43 M | $186.28 M | 26.38% | 0.20% |
| AMUNDI | 02/17/2026 | 1.29 M | $169.25 M | 33.01% | 0.18% |
| MACKENZIE FINANCIAL CORP | 02/18/2026 | 9.29 M | $1.21 B | -2.34% | 1.29% |
| INVESCO LTD. | 02/19/2026 | 1.58 M | $204.59 M | -1.87% | 0.22% |
| ALBERTA INVESTMENT MANAGEMENT CORP | 02/19/2026 | 1.00 M | $129.91 M | -9.76% | 0.14% |
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Bank of Montreal institutional Ownership - FAQ's
During the previous two years, 860 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 50.09 M
VANGUARD GROUP INC: 33.02 M
BANK OF MONTREAL /CAN/: 28.17 M
TD ASSET MANAGEMENT INC: 19.37 M
CIBC WORLD MARKET INC.: 12.55 M
NATIONAL BANK OF CANADA /FI/: 11 M
45.56% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 374.27 M shares in the last 24 months. This purchase volume represents approximately $53.25 B in transactions.