Bank of Montreal Ownership 2024 | Who Owns Bank of Montreal Now?
Institutional Ownership
47.74%
Insider Ownership
0.03%
Retail Ownership
52.24%
Institutional Holders
489.00
Bank of Montreal Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 7.93% | 1.10% | 57,771,994 | -5,934,346 | -9.32% | 4,844,180,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.03% | 0.05% | 29,323,881 | 705,929 | 2.47% | 2,458,807,422 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 3.75% | 0.67% | 27,335,619 | 1,527,727 | 5.92% | 2,318,539,003 | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | 2.57% | 1.46% | 18,712,589 | -220,300 | -1.16% | 1,570,334,048 | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | 2.39% | 3.37% | 17,434,305 | 2,367,998 | 15.72% | 1,461,866,000 | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 2.03% | 1.68% | 14,761,836 | 692,049 | 4.92% | 1,231,563,969 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 1.66% | 1.99% | 12,114,641 | 551,827 | 4.77% | 1,016,792,184 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 1.57% | 1.42% | 11,415,977 | -1,727,420 | -13.14% | 958,327,830 | Jun 30, 2024 |
| TORONTO DOMINION BANK | 1.41% | 1.38% | 10,277,845 | -2,497,870 | -19.55% | 861,797,305 | Jun 30, 2024 |
| FIL LTD | 1.31% | 0.79% | 9,550,708 | -322,627 | -3.27% | 801,657,687 | Jun 30, 2024 |
| NORGES BANK | 1.19% | 0.11% | 8,635,939 | 8,635,939 | 100.00% | 724,937,301 | Jun 30, 2024 |
| CIBC ASSET MANAGEMENT INC | 1.12% | 2.44% | 8,160,044 | -892,065 | -9.85% | 684,494,762 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 1.00% | 0.50% | 7,312,320 | 463,924 | 6.77% | 613,138,032 | Jun 30, 2024 |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.82% | 2.72% | 5,999,840 | 3,863,731 | 180.88% | 506,273,418 | Jun 30, 2024 |
| BEUTEL, GOODMAN & CO LTD. | 0.78% | 2.52% | 5,648,643 | -46,044 | -0.81% | 474,026,000 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.74% | 1.10% | 5,419,567 | -139,388 | -2.51% | 454,802,423 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.74% | 0.10% | 5,354,904 | -47,559 | -0.88% | 449,381,475 | Jun 30, 2024 |
| JARISLOWSKY, FRASER LTD | 0.72% | 2.67% | 5,239,662 | 1,412,532 | 36.91% | 439,705,037 | Jun 30, 2024 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 0.67% | 2.46% | 4,851,629 | 2,816,385 | 138.38% | 407,282,344 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.64% | 0.37% | 4,678,400 | -186,224 | -3.83% | 392,117,368 | Jun 30, 2024 |
Bank of Montreal's largest institutional shareholder is ROYAL BANK OF CANADA, holding 7.93% of the company's total share outstanding, currently valued at $4.84B. The top 10 institutional shareholders own together 28.65% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GUARDIAN CAPITAL LP | 0.35% | 8.12% | 2,565,324 | -67,585 | -2.57% | 215,278,368 | Jun 30, 2024 |
| SIG NORTH TRADING, ULC | 0.19% | 4.94% | 1,405,800 | 166,600 | 13.44% | 117,876,330 | Jun 30, 2024 |
| 0.14% | 4.60% | 986,956 | 986,956 | 100.00% | 82,571,111 | Jun 30, 2024 | |
| BANK OF NOVA SCOTIA TRUST CO | 0.06% | 4.38% | 467,930 | 550 | 0.12% | 39,235,930 | Jun 30, 2024 |
| ADDENDA CAPITAL INC. | 0.12% | 3.88% | 861,287 | -35,953 | -4.01% | 98,901,586 | Jun 30, 2024 |
| REMPART ASSET MANAGEMENT INC. | 0.03% | 3.70% | 223,993 | 1,100 | 0.49% | 18,789,349 | Jun 30, 2024 |
| NEWGEN ASSET MANAGEMENT LTD | 0.01% | 3.64% | 100,000 | 100,000 | 100.00% | 8,385,000 | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | 2.39% | 3.37% | 17,434,305 | 2,367,998 | 15.72% | 1,461,866,000 | Jun 30, 2024 |
| GUARDIAN CAPITAL ADVISORS LP | 0.05% | 3.30% | 365,108 | -39,087 | -9.67% | 30,980,157 | Jun 30, 2024 |
| SIG NORTH TRADING, ULC | 0.13% | 3.20% | 911,500 | -136,100 | -12.99% | 76,429,275 | Jun 30, 2024 |
| LETKO, BROSSEAU & ASSOCIATES INC | 0.27% | 3.09% | 1,944,266 | -66,082 | -3.29% | 163,160,058 | Jun 30, 2024 |
| DORCHESTER WEALTH MANAGEMENT CO | 0.02% | 2.84% | 176,332 | -7,340 | -4.00% | 14,720,339 | Jun 30, 2024 |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.82% | 2.72% | 5,999,840 | 3,863,731 | 180.88% | 506,273,418 | Jun 30, 2024 |
| JARISLOWSKY, FRASER LTD | 0.72% | 2.67% | 5,239,662 | 1,412,532 | 36.91% | 439,705,037 | Jun 30, 2024 |
| BEUTEL, GOODMAN & CO LTD. | 0.78% | 2.52% | 5,648,643 | -46,044 | -0.81% | 474,026,000 | Jun 30, 2024 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 0.67% | 2.46% | 4,851,629 | 2,816,385 | 138.38% | 407,282,344 | Jun 30, 2024 |
| CIBC ASSET MANAGEMENT INC | 1.12% | 2.44% | 8,160,044 | -892,065 | -9.85% | 684,494,762 | Jun 30, 2024 |
| MUFG SECURITIES EMEA PLC | 0.07% | 2.33% | 474,999 | 474,999 | 100.00% | 54,544,250 | Jun 30, 2024 |
| MUFG SECURITIES (CANADA), LTD. | 0.05% | 2.14% | 385,993 | 385,616 | 102285.41% | 32,395,032 | Jun 30, 2024 |
| TD WATERHOUSE CANADA INC. | 0.31% | 2.01% | 2,280,161 | 8,377 | 0.37% | 298,483,484 | Jun 30, 2024 |
The largest Bank of Montreal shareholder by % of total assets is GUARDIAN CAPITAL LP. The company owns 2.57M shares of Bank of Montreal (BMO), representing 8.12% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.19% | 0.11% | 8,635,939 | 8,635,939 | 100.00% | 724,937,301 | Jun 30, 2024 |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.82% | 2.72% | 5,999,840 | 3,863,731 | 180.88% | 506,273,418 | Jun 30, 2024 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 0.67% | 2.46% | 4,851,629 | 2,816,385 | 138.38% | 407,282,344 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.60% | 0.03% | 4,406,138 | 2,761,503 | 167.91% | 369,454,676 | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | 2.39% | 3.37% | 17,434,305 | 2,367,998 | 15.72% | 1,461,866,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.24% | 0.03% | 1,745,422 | 1,745,422 | 100.00% | 146,474,645 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 3.75% | 0.67% | 27,335,619 | 1,527,727 | 5.92% | 2,318,539,003 | Jun 30, 2024 |
| JARISLOWSKY, FRASER LTD | 0.72% | 2.67% | 5,239,662 | 1,412,532 | 36.91% | 439,705,037 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.15% | 0.03% | 1,081,457 | 1,081,457 | 100.00% | 90,680,169 | Jun 30, 2024 |
| 0.14% | 4.60% | 986,956 | 986,956 | 100.00% | 82,571,111 | Jun 30, 2024 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.13% | 0.09% | 965,001 | 965,001 | 100.00% | 951,424 | Jun 30, 2024 |
| FMR LLC | 0.61% | 0.02% | 4,420,924 | 952,301 | 27.45% | 371,078,141 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.03% | 0.05% | 29,323,881 | 705,929 | 2.47% | 2,458,807,422 | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | 2.03% | 1.68% | 14,761,836 | 692,049 | 4.92% | 1,231,563,969 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.35% | 0.21% | 2,562,628 | 579,000 | 29.19% | 215,052,124 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 1.66% | 1.99% | 12,114,641 | 551,827 | 4.77% | 1,016,792,184 | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | 0.28% | 1.84% | 2,074,879 | 518,680 | 33.33% | 174,120,916 | Jun 30, 2024 |
| MUFG SECURITIES EMEA PLC | 0.07% | 2.33% | 474,999 | 474,999 | 100.00% | 54,544,250 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 1.00% | 0.50% | 7,312,320 | 463,924 | 6.77% | 613,138,032 | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | 0.13% | 0.18% | 952,000 | 450,000 | 89.64% | 79,825,000 | Jun 30, 2024 |
As of Jun 30 2024, Bank of Montreal's largest institutional buyer is NORGES BANK. The company purchased 8.64M stocks of BMO, valued at $724.94M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CANOE FINANCIAL LP | - | - | - | -105,510,305 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 7.93% | 1.10% | 57,771,994 | -5,934,346 | -9.32% | 4,844,180,000 | Jun 30, 2024 |
| FIERA CAPITAL CORP | 0.02% | 0.03% | 124,411 | -3,209,909 | -96.27% | 10,446,885 | Jun 30, 2024 |
| TORONTO DOMINION BANK | 1.41% | 1.38% | 10,277,845 | -2,497,870 | -19.55% | 861,797,305 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.10% | 0.01% | 747,581 | -2,399,247 | -76.24% | 62,749,699 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 1.57% | 1.42% | 11,415,977 | -1,727,420 | -13.14% | 958,327,830 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -1,709,247 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.40% | 0.04% | 2,878,674 | -1,624,650 | -36.08% | 241,376,807 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.45% | 1.15% | 3,266,394 | -1,186,650 | -26.65% | 274,205,757 | Jun 30, 2024 |
| CIBC ASSET MANAGEMENT INC | 1.12% | 2.44% | 8,160,044 | -892,065 | -9.85% | 684,494,762 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.22% | 0.04% | 1,581,195 | -657,280 | -29.36% | 132,692,265 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.06% | 0.04% | 450,000 | -600,000 | -57.14% | 37,775,788 | Jun 30, 2024 |
| INTACT INVESTMENT MANAGEMENT INC. | 0.05% | 1.07% | 340,111 | -445,400 | -56.70% | 28,544,764 | Jun 30, 2024 |
| TRIASIMA PORTFOLIO MANAGEMENT INC. | 0.01% | 0.73% | 95,516 | -374,184 | -79.66% | 8,013,518 | Jun 30, 2024 |
| FIL LTD | 1.31% | 0.79% | 9,550,708 | -322,627 | -3.27% | 801,657,687 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.00% | 0.00% | 6,923 | -299,907 | -97.74% | 579,603 | Jun 30, 2024 |
| VARMA MUTUAL PENSION INSURANCE CO | - | - | - | -238,400 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | 0.02% | 0.03% | 163,700 | -221,400 | -57.49% | 13,726,000 | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | 2.57% | 1.46% | 18,712,589 | -220,300 | -1.16% | 1,570,334,048 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.03% | 0.04% | 193,500 | -220,200 | -53.23% | 16,224,975 | Jun 30, 2024 |
As of Jun 30 2024, Bank of Montreal's biggest institutional seller is CANOE FINANCIAL LP. The company sold -0.11B shares of BMO, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.19% | 0.11% | 8,635,939 | 8,635,939 | 100.00% | 724,937,301 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.24% | 0.03% | 1,745,422 | 1,745,422 | 100.00% | 146,474,645 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.15% | 0.03% | 1,081,457 | 1,081,457 | 100.00% | 90,680,169 | Jun 30, 2024 |
| 0.14% | 4.60% | 986,956 | 986,956 | 100.00% | 82,571,111 | Jun 30, 2024 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.13% | 0.09% | 965,001 | 965,001 | 100.00% | 951,424 | Jun 30, 2024 |
| MUFG SECURITIES EMEA PLC | 0.07% | 2.33% | 474,999 | 474,999 | 100.00% | 54,544,250 | Jun 30, 2024 |
| SIG NORTH TRADING, ULC | 0.02% | 0.45% | 127,817 | 127,817 | 100.00% | 10,717,455 | Jun 30, 2024 |
| 0.02% | 0.27% | 110,123 | 110,123 | 100.00% | 9,243,299 | Jun 30, 2024 | |
| NEWGEN ASSET MANAGEMENT LTD | 0.01% | 3.64% | 100,000 | 100,000 | 100.00% | 8,385,000 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.01% | 40,027 | 40,027 | 100.00% | 3,356,264 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.00% | 0.08% | 16,588 | 16,588 | 100.00% | 1,390,904 | Jun 30, 2024 |
| MUTUAL ADVISORS, LLC | 0.00% | 0.03% | 12,707 | 12,707 | 100.00% | 1,108,432 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 9,983 | 9,983 | 100.00% | 837,075 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.00% | 0.00% | 9,877 | 9,877 | 100.00% | 828,186 | Jun 30, 2024 |
| GTS SECURITIES LLC | 0.00% | 0.00% | 8,025 | 8,025 | 100.00% | 672,896 | Jun 30, 2024 |
| FORA CAPITAL, LLC | 0.00% | 0.07% | 6,753 | 6,753 | 100.00% | 566,239 | Jun 30, 2024 |
| WEALTHSPIRE ADVISORS, LLC | 0.00% | 0.01% | 6,230 | 6,230 | 100.00% | 522,421 | Jun 30, 2024 |
| GREENLEAF TRUST | 0.00% | 0.00% | 5,624 | 5,624 | 100.00% | 471,572 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.00% | 0.01% | 5,221 | 5,221 | 100.00% | 437,781 | Jun 30, 2024 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 5,131 | 5,131 | 100.00% | 430,210 | Jun 30, 2024 |
| COLONY GROUP, LLC | 0.00% | 0.00% | 4,872 | 4,872 | 100.00% | 409,000 | Jun 30, 2024 |
| SAND HILL GLOBAL ADVISORS, LLC | 0.00% | 0.02% | 4,702 | 4,702 | 100.00% | 394,263 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.00% | 0.00% | 4,200 | 4,200 | 100.00% | 352,170 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.00% | 0.00% | 4,162 | 4,162 | 100.00% | 348,984 | Jun 30, 2024 |
| ETHIC INC. | 0.00% | 0.01% | 3,941 | 3,941 | 100.00% | 330,453 | Jun 30, 2024 |
| CAPROCK GROUP, LLC | 0.00% | 0.01% | 2,802 | 2,802 | 100.00% | 235,018 | Jun 30, 2024 |
| 0.00% | 0.06% | 1,266 | 1,266 | 100.00% | 106,154 | Jun 30, 2024 | |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 0.00% | 0.00% | 1,204 | 1,204 | 100.00% | 100,888 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.05% | 1,194 | 1,194 | 100.00% | 71,509 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.03% | 971 | 971 | 100.00% | 81,417 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | 0.00% | 813 | 813 | 100.00% | 68,197 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.03% | 773 | 773 | 100.00% | 64,843 | Jun 30, 2024 |
| JTC EMPLOYER SOLUTIONS TRUSTEE LTD | - | 0.00% | 278 | 278 | 100.00% | 25,000 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | - | 0.02% | 250 | 250 | 100.00% | 20,963 | Jun 30, 2024 |
| ADDISON ADVISORS LLC | - | 0.00% | 158 | 158 | 100.00% | 13,249 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.01% | 150 | 150 | 100.00% | 12,578 | Jun 30, 2024 |
| SWAN CAPITAL LLC | - | 0.01% | 129 | 129 | 100.00% | 10,817 | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | 0.00% | 44 | 44 | 100.00% | 3,690 | Jun 30, 2024 |
| CHRISTOPHER J. HASENBERG, INC | - | 0.00% | 43 | 43 | 100.00% | 3,606 | Jun 30, 2024 |
| VALLEY NATIONAL ADVISERS INC | - | 0.00% | 30 | 30 | 100.00% | 2,000 | Jun 30, 2024 |
| VERSANT CAPITAL MANAGEMENT, INC | - | 0.00% | 30 | 30 | 100.00% | 2,516 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | - | 0.00% | 12 | 12 | 100.00% | 1,007 | Jun 30, 2024 |
| BELL INVESTMENT ADVISORS, INC | - | 0.00% | 5 | 5 | 100.00% | 420 | Jun 30, 2024 |
Bank of Montreal's largest new institutional shareholder by number of shares is NORGES BANK, purchased 8.64M shares, valued at $724.94M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CANOE FINANCIAL LP | - | - | - | -105,510,305 | -100.00% | - | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | - | - | - | -1,709,247 | -100.00% | - | Jun 30, 2024 |
| VARMA MUTUAL PENSION INSURANCE CO | - | - | - | -238,400 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -169,616 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -142,500 | -100.00% | - | Jun 30, 2024 |
| MURCHINSON LTD. | - | - | - | -135,800 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -103,400 | -100.00% | - | Jun 30, 2024 |
| CALDWELL INVESTMENT MANAGEMENT LTD. | - | - | - | -52,400 | -100.00% | - | Jun 30, 2024 |
| AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | - | - | - | -51,535 | -100.00% | - | Jun 30, 2024 |
| ROYAL LONDON ASSET MANAGEMENT LTD | - | - | - | -24,356 | -100.00% | - | Jun 30, 2024 |
| BAROMETER CAPITAL MANAGEMENT INC. | - | - | - | -20,389 | -100.00% | - | Jun 30, 2024 |
| NORTHROCK PARTNERS, LLC | - | - | - | -17,919 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -13,472 | -100.00% | - | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | - | - | - | -12,453 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -6,624 | -100.00% | - | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | - | - | - | -6,179 | -100.00% | - | Jun 30, 2024 |
| BURNEY CO/ | - | - | - | -5,793 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -5,547 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -5,139 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -5,002 | -100.00% | - | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | - | - | - | -4,988 | -100.00% | - | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | - | - | - | -4,663 | -100.00% | - | Jun 30, 2024 |
| PATTEN GROUP, INC. | - | - | - | -4,484 | -100.00% | - | Jun 30, 2024 |
| AUSDAL FINANCIAL PARTNERS, INC. | - | - | - | -4,422 | -100.00% | - | Jun 30, 2024 |
| QTRON INVESTMENTS LLC | - | - | - | -3,658 | -100.00% | - | Jun 30, 2024 |
| FOSTER & MOTLEY INC | - | - | - | -3,351 | -100.00% | - | Jun 30, 2024 |
| HARTLINE INVESTMENT CORP/ | - | - | - | -3,035 | -100.00% | - | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | - | - | - | -2,945 | -100.00% | - | Jun 30, 2024 |
| SIERRA SUMMIT ADVISORS LLC | - | - | - | -2,884 | -100.00% | - | Jun 30, 2024 |
| FIVE OCEANS ADVISORS | - | - | - | -2,774 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -2,700 | -100.00% | - | Jun 30, 2024 |
| ATRIA WEALTH SOLUTIONS, INC. | - | - | - | -2,559 | -100.00% | - | Jun 30, 2024 |
| CHECCHI CAPITAL ADVISERS, LLC | - | - | - | -2,368 | -100.00% | - | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | - | - | - | -2,336 | -100.00% | - | Jun 30, 2024 |
| PATTEN & PATTEN INC/TN | - | - | - | -2,328 | -100.00% | - | Jun 30, 2024 |
| LANDAAS & CO /WI /ADV | - | - | - | -2,326 | -100.00% | - | Jun 30, 2024 |
| RMB CAPITAL MANAGEMENT, LLC | - | - | - | -2,299 | -100.00% | - | Jun 30, 2024 |
| WRAPMANAGER INC | - | - | - | -2,231 | -100.00% | - | Jun 30, 2024 |
| TOWNSEND & ASSOCIATES, INC | - | - | - | -2,225 | -100.00% | - | Jun 30, 2024 |
| REDW WEALTH LLC | - | - | - | -2,220 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -2,150 | -100.00% | - | Jun 30, 2024 |
| DAVENPORT & CO LLC | - | - | - | -2,108 | -100.00% | - | Jun 30, 2024 |
| FIRESTONE CAPITAL MANAGEMENT | - | - | - | -2,100 | -100.00% | - | Jun 30, 2024 |
| RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC | - | - | - | -2,075 | -100.00% | - | Jun 30, 2024 |
| SNS FINANCIAL GROUP, LLC | - | - | - | -2,064 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -2,063 | -100.00% | - | Jun 30, 2024 |
| WESTOVER CAPITAL ADVISORS, LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| GROUPAMA ASSET MANAGMENT | - | - | - | -1,111 | -100.00% | - | Jun 30, 2024 |
| HILLS BANK & TRUST CO | - | - | - | -1,104 | -100.00% | - | Jun 30, 2024 |
| BKM WEALTH MANAGEMENT, LLC | - | - | - | -892 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| FARMERS & MERCHANTS TRUST CO OF CHAMBERSBURG PA | - | - | - | -117 | -100.00% | - | Jun 30, 2024 |
| CASTLEVIEW PARTNERS, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| CITY STATE BANK | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| PRIVATE OCEAN, LLC | - | - | - | -73 | -100.00% | - | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | - | - | - | -56 | -100.00% | - | Jun 30, 2024 |
| MOTCO | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
| CONTINUUM ADVISORY, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| MOISAND FITZGERALD TAMAYO, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Bank of Montreal's largest sold out institutional shareholder by shares sold is CANOE FINANCIAL LP, sold -0.11B shares, valued at -, as of undefined.
Bank of Montreal Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Clough Funds Trust | 24.19% | 1,000,000 | - | - | Jan 31, 2023 |
| Manager Directed Portfolios | 20.15% | 3,300,000 | - | - | Jan 31, 2024 |
| Clough Global Dividend & Income Fund | 9.52% | 1,000,000 | - | - | Jan 31, 2024 |
| ALTABA INC. | 8.40% | 65,000,000 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 7.91% | 1,295,000 | - | - | Jan 31, 2024 |
| Clough Global Opportunities Fund | 7.58% | 3,000,000 | - | - | Jan 31, 2024 |
| BNY MELLON ULTRA SHORT INCOME FUND | 6.72% | 3,000,000 | - | - | Nov 30, 2021 |
| BNY MELLON ULTRA SHORT INCOME FUND | 4.48% | 2,000,000 | - | - | Nov 30, 2021 |
| BNY MELLON ULTRA SHORT INCOME FUND | 4.48% | 2,000,000 | - | - | Nov 30, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 3.07% | 1,600,000 | - | - | Mar 31, 2024 |
| UBS Series Funds | 2.71% | 11,630,000 | - | - | Jan 31, 2024 |
| RIVERPARK FUNDS TRUST | 2.47% | 20,757,000 | - | - | Dec 31, 2023 |
| Voya VARIABLE INSURANCE TRUST | 2.38% | 5,635,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.77% | 925,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.73% | 900,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.73% | 900,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.57% | 820,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| UBS Series Funds | 1.40% | 6,013,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.34% | 700,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.34% | 700,000 | - | - | Mar 31, 2024 |
| WILLIAMSBURG INVESTMENT TRUST | 1.32% | 3,990,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.29% | 675,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.25% | 650,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 1.21% | 1,000,000 | - | - | Dec 31, 2023 |
| PFM Multi-Manager Series Trust | 1.21% | 1,000,000 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.90% | 3,245,000 | - | - | Mar 28, 2024 |
| Invesco Management Trust | 0.80% | 15,152,000 | - | - | Feb 29, 2024 |
| American Beacon Institutional Funds Trust | 0.78% | 1,610,000 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 0.77% | 500,000 | - | - | Dec 29, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| Invesco Management Trust | 0.75% | 14,189,000 | - | - | Feb 29, 2024 |
| 360 Funds | 0.72% | 150,000 | - | - | Feb 29, 2024 |
| Natixis ETF Trust | 0.71% | 145,000 | - | - | Mar 31, 2024 |
| Invesco Management Trust | 0.71% | 13,333,000 | - | - | Feb 29, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.68% | 1,064,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.68% | 9,500,000 | - | - | Jan 31, 2024 |
| GPS Funds II | 0.66% | 6,500,000 | - | - | Mar 31, 2024 |
| AMG Funds IV | 0.66% | 2,000,000 | - | - | Jan 31, 2024 |
| Natixis Funds Trust II | 0.65% | 89,500,000 | - | - | Feb 29, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.61% | 10,000,000 | - | - | Mar 31, 2024 |
| JNL INVESTORS SERIES TRUST | 0.60% | 2,000,000 | - | - | Sep 30, 2020 |
| JNL INVESTORS SERIES TRUST | 0.60% | 2,000,000 | - | - | Sep 30, 2020 |
| MORGAN STANLEY INSTITUTIONAL FUND TRUST | 0.60% | 315,839,000 | - | - | Mar 31, 2024 |
| AMG Funds IV | 0.59% | 1,785,000 | - | - | Jan 31, 2024 |
| UBS Series Funds | 0.58% | 2,500,000 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.58% | 9,500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.58% | 300,000 | - | - | Mar 31, 2024 |
| Natixis ETF Trust | 0.56% | 115,000 | - | - | Mar 31, 2024 |
| Mairs & Power Funds Trust | 0.54% | 2,150,000 | 2,150,000 | - | Mar 31, 2022 |
| BBH Trust | 0.54% | 51,125,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.53% | 275,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.53% | 275,000 | - | - | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.51% | 1,850,000 | - | - | Mar 28, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.50% | 2,500,000 | - | - | Mar 28, 2024 |
| UBS INVESTMENT TRUST | 0.50% | 500,000 | - | - | Feb 29, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.48% | 250,000 | - | - | Jun 30, 2023 |
| UBS Series Funds | 0.47% | 2,000,000 | - | - | Jan 31, 2024 |
| THOMPSON IM FUNDS INC | 0.44% | 6,977,000 | - | - | Feb 29, 2024 |
| TARGET PORTFOLIO TRUST | 0.43% | 9,000,000 | - | - | Jan 31, 2024 |
| Natixis ETF Trust | 0.42% | 85,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.39% | 320,000 | - | - | Mar 31, 2024 |
| Core Bond Portfolio | 0.39% | 2,930,000 | - | - | Mar 31, 2024 |
| John Hancock Collateral Trust | 0.38% | 3,705,000 | - | - | Sep 30, 2021 |
| SA FUNDS INVESTMENT TRUST | 0.38% | 6,277,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.38% | 200,000 | - | - | Mar 31, 2024 |
| Thrivent Core Funds | 0.38% | 24,000,000 | 24,000,000 | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.37% | 4,512,000 | 1,000,000 | 28.47% | Mar 31, 2024 |
| Natixis ETF Trust | 0.37% | 75,000 | - | - | Mar 31, 2024 |
| Red Cedar Fund Trust | 0.37% | 1,500,000 | - | - | Jul 31, 2022 |
| CALVERT VARIABLE SERIES INC | 0.36% | 699,000 | - | - | Mar 31, 2024 |
| CALVERT SOCIAL INVESTMENT FUND | 0.36% | 16,140,000 | -300,000 | -1.82% | Mar 31, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.36% | 730,000 | - | - | Mar 31, 2024 |
| CALVERT VARIABLE SERIES INC | 0.35% | 675,000 | -110,000 | -14.01% | Mar 31, 2024 |
| ETF Managers Trust | 0.35% | 2,663,000 | - | - | Dec 31, 2023 |
| Natixis ETF Trust | 0.34% | 70,000 | - | - | Mar 31, 2024 |
| Natixis ETF Trust | 0.34% | 70,000 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.34% | 5,600,000 | - | - | Mar 31, 2024 |
| Natixis ETF Trust | 0.32% | 65,000 | - | - | Mar 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.31% | 482,000 | - | - | Mar 28, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.31% | 4,880,000 | - | - | Jan 31, 2024 |
| CALVERT SOCIAL INVESTMENT FUND | 0.29% | 13,215,000 | - | - | Mar 31, 2024 |
| Calamos Long/Short Equity & Dynamic Income Trust | 0.29% | 405,000 | - | - | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.29% | 16,000,000 | - | - | Dec 31, 2023 |
| PIONEER SERIES TRUST X | 0.29% | 16,000,000 | - | - | Mar 28, 2024 |
| NORTHERN FUNDS | 0.28% | 40,500,000 | - | - | Mar 28, 2024 |
| Catholic Responsible Investments Funds | 0.28% | 9,805,000 | - | - | Jan 31, 2023 |
| Natixis ETF Trust | 0.27% | 55,000 | - | - | Mar 31, 2024 |
| PUTNAM FUNDS TRUST | 0.27% | 57,966,000 | - | - | Jan 31, 2024 |
| Invesco Management Trust | 0.26% | 5,000,000 | - | - | Feb 29, 2024 |
| ULTRA SERIES FUND | 0.26% | 480,000 | - | - | Mar 31, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.26% | 1,890,000 | - | - | Feb 29, 2024 |
Bank of Montreal's largest mutual fund holder by % of total assets is "Clough Funds Trust", owning 1.00M shares, compromising 24.19% of its total assets.
Bank of Montreal Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 489 | -6.14% |
| 31 Mar, 24 | 521 | 0.97% |
| 31 Dec, 23 | 516 | 7.72% |
| 30 Sep, 23 | 479 | -3.23% |
| 30 Jun, 23 | 495 | 0.20% |
| 31 Mar, 23 | 494 | -1.98% |
| 31 Dec, 22 | 504 | 5.88% |
| 30 Sep, 22 | 476 | -5.18% |
| 30 Jun, 22 | 502 | -4.20% |
| 31 Mar, 22 | 524 | 2.95% |
| 31 Dec, 21 | 509 | 5.60% |
| 30 Sep, 21 | 482 | 4.10% |
| 30 Jun, 21 | 463 | 7.18% |
| 31 Mar, 21 | 432 | 0.47% |
| 31 Dec, 20 | 430 | 13.16% |
| 30 Sep, 20 | 380 | -4.76% |
| 30 Jun, 20 | 399 | -4.09% |
| 31 Mar, 20 | 416 | -10.54% |
| 31 Dec, 19 | 465 | 3.33% |
| 30 Sep, 19 | 450 | -1.75% |
| 30 Jun, 19 | 458 | -2.35% |
| 31 Mar, 19 | 469 | 4.22% |
| 31 Dec, 18 | 450 | -4.46% |
| 30 Sep, 18 | 471 | 3.06% |
| 30 Jun, 18 | 457 | 2.24% |
| 31 Mar, 18 | 447 | - |
| 31 Dec, 17 | 447 | 8.76% |
| 30 Sep, 17 | 411 | -2.61% |
| 30 Jun, 17 | 422 | -4.95% |
| 31 Mar, 17 | 444 | 2.78% |
| 31 Dec, 16 | 432 | 6.93% |
| 30 Sep, 16 | 404 | 1.25% |
| 30 Jun, 16 | 399 | 1.01% |
| 31 Mar, 16 | 395 | 4.50% |
| 31 Dec, 15 | 378 | 1.34% |
| 30 Sep, 15 | 373 | -0.53% |
| 30 Jun, 15 | 375 | 0.54% |
| 31 Mar, 15 | 373 | -3.87% |
| 31 Dec, 14 | 388 | 2.65% |
| 30 Sep, 14 | 378 | -0.26% |
| 30 Jun, 14 | 379 | 2.16% |
| 31 Mar, 14 | 371 | -1.07% |
| 31 Dec, 13 | 375 | 11.94% |
| 30 Sep, 13 | 335 | 0.60% |
| 30 Jun, 13 | 333 | 122.00% |
| 31 Mar, 13 | 150 | -0.66% |
| 31 Dec, 12 | 151 | 4.14% |
| 30 Sep, 12 | 145 | 6.62% |
| 30 Jun, 12 | 136 | 0.74% |
| 31 Mar, 12 | 135 | 6.30% |
| 31 Dec, 11 | 127 | 17.59% |
| 30 Sep, 11 | 108 | 31.71% |
| 30 Jun, 11 | 82 | -6.82% |
| 31 Mar, 11 | 88 | 17.33% |
| 31 Dec, 10 | 75 | 11.94% |
| 30 Sep, 10 | 67 | 6.35% |
| 30 Jun, 10 | 63 | 1.61% |
| 31 Mar, 10 | 62 | 19.23% |
| 31 Dec, 09 | 52 | -7.14% |
| 30 Sep, 09 | 56 | 14.29% |
| 30 Jun, 09 | 49 | 11.36% |
| 31 Mar, 09 | 44 | 10.00% |
| 31 Dec, 08 | 40 | 11.11% |
| 30 Sep, 08 | 36 | 2.86% |
| 30 Jun, 08 | 35 | -12.50% |
| 31 Mar, 08 | 40 | 14.29% |
| 31 Dec, 07 | 35 | 20.69% |
| 30 Sep, 07 | 29 | 3.57% |
| 30 Jun, 07 | 28 | 21.74% |
| 31 Mar, 07 | 23 | -14.81% |
| 31 Dec, 06 | 27 | 28.57% |
| 30 Sep, 06 | 21 | -16.00% |
| 30 Jun, 06 | 25 | - |
| 31 Mar, 06 | 25 | 38.89% |
| 31 Dec, 05 | 18 | 5.88% |
| 30 Sep, 05 | 17 | 13.33% |
| 30 Jun, 05 | 15 | -6.25% |
| 31 Mar, 05 | 16 | 23.08% |
| 31 Dec, 04 | 13 | -7.14% |
| 30 Sep, 04 | 14 | - |
| 30 Jun, 04 | 14 | 27.27% |
| 31 Mar, 04 | 11 | -8.33% |
| 31 Dec, 03 | 12 | -14.29% |
| 30 Sep, 03 | 14 | 55.56% |
| 30 Jun, 03 | 9 | -10.00% |
| 31 Mar, 03 | 10 | -9.09% |
| 31 Dec, 02 | 11 | -8.33% |
| 30 Sep, 02 | 12 | 20.00% |
| 30 Jun, 02 | 10 | 25.00% |
| 31 Mar, 02 | 8 | 33.33% |
| 31 Dec, 01 | 6 | -14.29% |
| 30 Sep, 01 | 7 | -12.50% |
| 30 Jun, 01 | 8 | - |
| 31 Mar, 01 | 8 | 33.33% |
| 31 Dec, 00 | 6 | 20.00% |
| 30 Sep, 00 | 5 | -28.57% |
| 30 Jun, 00 | 7 | 16.67% |
| 31 Mar, 00 | 6 | 20.00% |
| 31 Dec, 99 | 5 | 25.00% |
| 30 Sep, 99 | 4 | -33.33% |
| 30 Jun, 99 | 6 | 20.00% |
| 31 Mar, 99 | 5 | - |
As of 30 Jun 24, 489 institutions are holding Bank of Montreal's shares, representing a decrease of -6.14% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 347,682,024 | -22.14% |
| 31 Mar, 24 | 446,555,838 | 30.84% |
| 31 Dec, 23 | 341,289,369 | 4.61% |
| 30 Sep, 23 | 326,243,002 | -0.31% |
| 30 Jun, 23 | 327,246,381 | 1.32% |
| 31 Mar, 23 | 322,981,979 | 0.37% |
| 31 Dec, 22 | 321,777,930 | 7.53% |
| 30 Sep, 22 | 299,240,283 | 2.06% |
| 30 Jun, 22 | 293,208,086 | 1.95% |
| 31 Mar, 22 | 287,603,559 | 8.14% |
| 31 Dec, 21 | 265,959,912 | -2.89% |
| 30 Sep, 21 | 273,862,592 | -0.37% |
| 30 Jun, 21 | 274,883,619 | 0.90% |
| 31 Mar, 21 | 272,433,783 | -0.34% |
| 31 Dec, 20 | 273,369,843 | 4.62% |
| 30 Sep, 20 | 261,309,701 | 5.42% |
| 30 Jun, 20 | 247,882,114 | -8.55% |
| 31 Mar, 20 | 271,053,654 | 1.40% |
| 31 Dec, 19 | 267,312,607 | -3.18% |
| 30 Sep, 19 | 276,105,133 | 1.64% |
| 30 Jun, 19 | 271,643,585 | -2.22% |
| 31 Mar, 19 | 277,805,276 | -2.41% |
| 31 Dec, 18 | 284,675,294 | -2.15% |
| 30 Sep, 18 | 290,932,402 | 1.85% |
| 30 Jun, 18 | 285,634,862 | 0.66% |
| 31 Mar, 18 | 283,774,894 | -0.19% |
| 31 Dec, 17 | 284,309,346 | 0.30% |
| 30 Sep, 17 | 283,461,197 | -0.04% |
| 30 Jun, 17 | 283,586,124 | -10.45% |
| 31 Mar, 17 | 316,676,483 | 0.21% |
| 31 Dec, 16 | 316,002,760 | 0.12% |
| 30 Sep, 16 | 315,622,738 | -0.20% |
| 30 Jun, 16 | 316,255,004 | 2.93% |
| 31 Mar, 16 | 307,256,390 | -2.08% |
| 31 Dec, 15 | 313,799,021 | -2.25% |
| 30 Sep, 15 | 321,010,966 | 3.86% |
| 30 Jun, 15 | 309,089,513 | -1.44% |
| 31 Mar, 15 | 313,609,467 | 0.94% |
| 31 Dec, 14 | 310,686,333 | 1.96% |
| 30 Sep, 14 | 304,720,587 | 1.79% |
| 30 Jun, 14 | 299,374,439 | 0.50% |
| 31 Mar, 14 | 297,879,654 | 1.16% |
| 31 Dec, 13 | 294,459,511 | -0.72% |
| 30 Sep, 13 | 296,592,637 | 4.29% |
| 30 Jun, 13 | 284,385,553 | 152.67% |
| 31 Mar, 13 | 112,551,599 | -5.71% |
| 31 Dec, 12 | 119,369,709 | -3.79% |
| 30 Sep, 12 | 124,078,183 | -1.26% |
| 30 Jun, 12 | 125,659,352 | 11.48% |
| 31 Mar, 12 | 112,716,425 | 1.89% |
| 31 Dec, 11 | 110,622,605 | -2.07% |
| 30 Sep, 11 | 112,963,318 | 18.52% |
| 30 Jun, 11 | 95,310,241 | 28.76% |
| 31 Mar, 11 | 74,022,850 | 25.64% |
| 31 Dec, 10 | 58,916,862 | -4.38% |
| 30 Sep, 10 | 61,614,758 | 22.68% |
| 30 Jun, 10 | 50,225,743 | -5.63% |
| 31 Mar, 10 | 53,222,328 | 33.71% |
| 31 Dec, 09 | 39,805,127 | 12.89% |
| 30 Sep, 09 | 35,258,753 | 8.84% |
| 30 Jun, 09 | 32,396,347 | -13.08% |
| 31 Mar, 09 | 37,272,921 | -29.86% |
| 31 Dec, 08 | 53,138,467 | 260.76% |
| 30 Sep, 08 | 14,729,645 | -66.90% |
| 30 Jun, 08 | 44,498,092 | -6.13% |
| 31 Mar, 08 | 47,404,963 | 11.44% |
| 31 Dec, 07 | 42,537,264 | -2.84% |
| 30 Sep, 07 | 43,779,708 | -36.55% |
| 30 Jun, 07 | 69,002,230 | 46.37% |
| 31 Mar, 07 | 47,141,551 | 23.73% |
| 31 Dec, 06 | 38,099,163 | 36.60% |
| 30 Sep, 06 | 27,891,344 | 7.68% |
| 30 Jun, 06 | 25,902,517 | 59.78% |
| 31 Mar, 06 | 16,211,358 | 38.20% |
| 31 Dec, 05 | 11,730,690 | -57.47% |
| 30 Sep, 05 | 27,580,854 | 50.72% |
| 30 Jun, 05 | 18,299,262 | 6.56% |
| 31 Mar, 05 | 17,173,121 | -39.18% |
| 31 Dec, 04 | 28,234,794 | -7.36% |
| 30 Sep, 04 | 30,477,192 | 9.77% |
| 30 Jun, 04 | 27,765,284 | 91.33% |
| 31 Mar, 04 | 14,511,479 | -7.22% |
| 31 Dec, 03 | 15,640,730 | -52.43% |
| 30 Sep, 03 | 32,880,877 | 71.73% |
| 30 Jun, 03 | 19,146,592 | 73.92% |
| 31 Mar, 03 | 11,009,053 | -36.15% |
| 31 Dec, 02 | 17,241,338 | 66.34% |
| 30 Sep, 02 | 10,364,895 | -41.32% |
| 30 Jun, 02 | 17,663,122 | 149.69% |
| 31 Mar, 02 | 7,074,060 | 65.81% |
| 31 Dec, 01 | 4,266,465 | 26.06% |
| 30 Sep, 01 | 3,384,339 | -70.10% |
| 30 Jun, 01 | 11,317,711 | 57.93% |
| 31 Mar, 01 | 7,166,083 | 18.52% |
| 31 Dec, 00 | 6,046,477 | 209.31% |
| 30 Sep, 00 | 1,954,818 | -63.36% |
| 30 Jun, 00 | 5,334,508 | 10.35% |
| 31 Mar, 00 | 4,834,078 | 141.14% |
| 31 Dec, 99 | 2,004,701 | 23.18% |
| 30 Sep, 99 | 1,627,467 | -40.60% |
| 30 Jun, 99 | 2,739,842 | 21.51% |
| 31 Mar, 99 | 2,254,736 | - |
Bank of Montreal (BMO) has 347.68M shares outstanding as of 30 Jun 24, down -22.14% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 47.74% | 1.25% |
| 31 Mar, 24 | 61.70% | 2.77% |
| 31 Dec, 23 | 47.16% | 2.29% |
| 30 Sep, 23 | 45.36% | 2.17% |
| 30 Jun, 23 | 45.74% | 2.22% |
| 31 Mar, 23 | 45.39% | 2.09% |
| 31 Dec, 22 | 46.55% | 2.38% |
| 30 Sep, 22 | 44.26% | 2.33% |
| 30 Jun, 22 | 43.55% | 2.28% |
| 31 Mar, 22 | 43.71% | 2.60% |
| 31 Dec, 21 | 41.02% | 2.43% |
| 30 Sep, 21 | 41.10% | 2.28% |
| 30 Jun, 21 | 42.47% | 2.39% |
| 31 Mar, 21 | 42.12% | 2.36% |
| 31 Dec, 20 | 42.28% | 2.55% |
| 30 Sep, 20 | 40.74% | 2.73% |
| 30 Jun, 20 | 38.65% | 2.15% |
| 31 Mar, 20 | 42.38% | 2.42% |
| 31 Dec, 19 | 41.80% | 2.44% |
| 30 Sep, 19 | 41.39% | 2.29% |
| 30 Jun, 19 | 42.52% | 2.25% |
| 31 Mar, 19 | 43.50% | 2.19% |
| 31 Dec, 18 | 44.56% | 2.27% |
| 30 Sep, 18 | 44.28% | 2.23% |
| 30 Jun, 18 | 44.60% | 2.30% |
| 31 Mar, 18 | 44.08% | 2.29% |
| 31 Dec, 17 | 43.90% | 2.47% |
| 30 Sep, 17 | 42.14% | 2.22% |
| 30 Jun, 17 | 43.52% | 1.84% |
| 31 Mar, 17 | 48.64% | 2.04% |
| 31 Dec, 16 | 48.79% | 2.17% |
| 30 Sep, 16 | 47.39% | 1.97% |
| 30 Jun, 16 | 49.08% | 2.15% |
| 31 Mar, 16 | 47.76% | 2.00% |
| 31 Dec, 15 | 48.80% | 1.98% |
| 30 Sep, 15 | 49.71% | 2.15% |
| 30 Jun, 15 | 48.04% | 2.04% |
| 31 Mar, 15 | 48.58% | 2.12% |
| 31 Dec, 14 | 47.92% | 2.15% |
| 30 Sep, 14 | 47.18% | 2.20% |
| 30 Jun, 14 | 46.35% | 2.17% |
| 31 Mar, 14 | 46.19% | 2.21% |
| 31 Dec, 13 | 45.69% | 2.18% |
| 30 Sep, 13 | 45.74% | 2.37% |
| 30 Jun, 13 | 43.95% | 14.72% |
| 31 Mar, 13 | 17.28% | 5.15% |
| 31 Dec, 12 | 18.32% | 5.28% |
| 30 Sep, 12 | 18.63% | 4.92% |
| 30 Jun, 12 | 19.46% | 6.32% |
| 31 Mar, 12 | 17.54% | 5.87% |
| 31 Dec, 11 | 17.28% | 4.73% |
| 30 Sep, 11 | 19.11% | 7.32% |
| 30 Jun, 11 | 16.15% | 9.54% |
| 31 Mar, 11 | 13.01% | 12.07% |
| 31 Dec, 10 | 10.38% | 8.57% |
| 30 Sep, 10 | 11.01% | 13.77% |
| 30 Jun, 10 | 8.94% | 9.84% |
| 31 Mar, 10 | 9.53% | 18.46% |
| 31 Dec, 09 | 7.19% | 17.74% |
| 30 Sep, 09 | 6.36% | 18.15% |
| 30 Jun, 09 | 5.92% | 12.60% |
| 31 Mar, 09 | 6.86% | 6.57% |
| 31 Dec, 08 | 10.22% | 127.36% |
| 30 Sep, 08 | 2.83% | 3.64% |
| 30 Jun, 08 | 8.83% | 9.90% |
| 31 Mar, 08 | 9.44% | 13.00% |
| 31 Dec, 07 | 8.52% | 11.11% |
| 30 Sep, 07 | 8.76% | 4.59% |
| 30 Jun, 07 | 13.81% | 15.56% |
| 31 Mar, 07 | 9.42% | 16.09% |
| 31 Dec, 06 | 7.65% | 24.70% |
| 30 Sep, 06 | 5.57% | 20.80% |
| 30 Jun, 06 | 5.17% | 48.65% |
| 31 Mar, 06 | 3.26% | 59.57% |
| 31 Dec, 05 | 2.34% | 7.73% |
| 30 Sep, 05 | 5.50% | 41.25% |
| 30 Jun, 05 | 3.65% | 30.88% |
| 31 Mar, 05 | 3.44% | 10.84% |
| 31 Dec, 04 | 5.63% | 15.26% |
| 30 Sep, 04 | 6.08% | 35.10% |
| 30 Jun, 04 | 4.16% | 94.39% |
| 31 Mar, 04 | 2.10% | 21.56% |
| 31 Dec, 03 | 3.12% | 7.25% |
| 30 Sep, 03 | 6.56% | 44.17% |
| 30 Jun, 03 | 3.85% | 78.02% |
| 31 Mar, 03 | 2.22% | 18.22% |
| 31 Dec, 02 | 3.49% | 78.72% |
| 30 Sep, 02 | 2.11% | 16.29% |
| 30 Jun, 02 | 3.60% | 172.76% |
| 31 Mar, 02 | 1.44% | 189.89% |
| 31 Dec, 01 | 0.87% | 182.33% |
| 30 Sep, 01 | 0.69% | 13.62% |
| 30 Jun, 01 | 2.25% | 118.35% |
| 31 Mar, 01 | 1.38% | 103.87% |
| 31 Dec, 00 | 1.15% | 851.48% |
| 30 Sep, 00 | 0.37% | 36.70% |
| 30 Jun, 00 | 1.00% | 122.94% |
| 31 Mar, 00 | 0.90% | 640.79% |
| 31 Dec, 99 | 0.38% | 404.40% |
| 30 Sep, 99 | 0.30% | 115.35% |
| 30 Jun, 99 | 0.51% | 287.44% |
| 31 Mar, 99 | 0.42% | - |
As of 30 Jun 24, Bank of Montreal is held by 47.74% institutional shareholders, representing a 1.25% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 197 | -13.22% |
| 31 Mar, 24 | 227 | 0.89% |
| 31 Dec, 23 | 225 | 5.63% |
| 30 Sep, 23 | 213 | 3.40% |
| 30 Jun, 23 | 206 | 7.29% |
| 31 Mar, 23 | 192 | -7.25% |
| 31 Dec, 22 | 207 | 1.97% |
| 30 Sep, 22 | 203 | -5.14% |
| 30 Jun, 22 | 214 | -12.65% |
| 31 Mar, 22 | 245 | 13.95% |
| 31 Dec, 21 | 215 | 6.97% |
| 30 Sep, 21 | 201 | 8.65% |
| 30 Jun, 21 | 185 | -13.15% |
| 31 Mar, 21 | 213 | 24.56% |
| 31 Dec, 20 | 171 | 14.77% |
| 30 Sep, 20 | 149 | 1.36% |
| 30 Jun, 20 | 147 | -6.37% |
| 31 Mar, 20 | 157 | -23.04% |
| 31 Dec, 19 | 204 | 13.33% |
| 30 Sep, 19 | 180 | 3.45% |
| 30 Jun, 19 | 174 | -1.69% |
| 31 Mar, 19 | 177 | -1.67% |
| 31 Dec, 18 | 180 | -5.26% |
| 30 Sep, 18 | 190 | 11.11% |
| 30 Jun, 18 | 171 | -5.00% |
| 31 Mar, 18 | 180 | -2.70% |
| 31 Dec, 17 | 185 | 17.09% |
| 30 Sep, 17 | 158 | 1.28% |
| 30 Jun, 17 | 156 | -9.30% |
| 31 Mar, 17 | 172 | -7.53% |
| 31 Dec, 16 | 186 | 18.47% |
| 30 Sep, 16 | 157 | -5.42% |
| 30 Jun, 16 | 166 | 5.73% |
| 31 Mar, 16 | 157 | -5.99% |
| 31 Dec, 15 | 167 | 7.74% |
| 30 Sep, 15 | 155 | - |
| 30 Jun, 15 | 155 | -7.19% |
| 31 Mar, 15 | 167 | -10.22% |
| 31 Dec, 14 | 186 | 23.18% |
| 30 Sep, 14 | 151 | -6.79% |
| 30 Jun, 14 | 162 | -0.61% |
| 31 Mar, 14 | 163 | -4.68% |
| 31 Dec, 13 | 171 | 13.25% |
| 30 Sep, 13 | 151 | -37.86% |
| 30 Jun, 13 | 243 | 192.77% |
| 31 Mar, 13 | 83 | -3.49% |
| 31 Dec, 12 | 86 | 2.38% |
| 30 Sep, 12 | 84 | 16.67% |
| 30 Jun, 12 | 72 | -14.29% |
| 31 Mar, 12 | 84 | - |
| 31 Dec, 11 | 84 | 2.44% |
| 30 Sep, 11 | 82 | 46.43% |
| 30 Jun, 11 | 56 | -11.11% |
| 31 Mar, 11 | 63 | 34.04% |
| 31 Dec, 10 | 47 | 14.63% |
| 30 Sep, 10 | 41 | 20.59% |
| 30 Jun, 10 | 34 | -19.05% |
| 31 Mar, 10 | 42 | 40.00% |
| 31 Dec, 09 | 30 | - |
| 30 Sep, 09 | 30 | 3.45% |
| 30 Jun, 09 | 29 | 38.10% |
| 31 Mar, 09 | 21 | -19.23% |
| 31 Dec, 08 | 26 | 23.81% |
| 30 Sep, 08 | 21 | 31.25% |
| 30 Jun, 08 | 16 | -27.27% |
| 31 Mar, 08 | 22 | - |
| 31 Dec, 07 | 22 | 22.22% |
| 30 Sep, 07 | 18 | 28.57% |
| 30 Jun, 07 | 14 | -6.67% |
| 31 Mar, 07 | 15 | -16.67% |
| 31 Dec, 06 | 18 | 38.46% |
| 30 Sep, 06 | 13 | -7.14% |
| 30 Jun, 06 | 14 | - |
| 31 Mar, 06 | 14 | -12.50% |
| 31 Dec, 05 | 16 | 60.00% |
| 30 Sep, 05 | 10 | 42.86% |
| 30 Jun, 05 | 7 | -12.50% |
| 31 Mar, 05 | 8 | 14.29% |
| 31 Dec, 04 | 7 | -22.22% |
| 30 Sep, 04 | 9 | 12.50% |
| 30 Jun, 04 | 8 | 14.29% |
| 31 Mar, 04 | 7 | 40.00% |
| 31 Dec, 03 | 5 | -28.57% |
| 30 Sep, 03 | 7 | - |
| 30 Jun, 03 | 7 | -12.50% |
| 31 Mar, 03 | 8 | 14.29% |
| 31 Dec, 02 | 7 | - |
| 30 Sep, 02 | 7 | 75.00% |
| 30 Jun, 02 | 4 | -20.00% |
| 31 Mar, 02 | 5 | - |
| 31 Dec, 01 | 5 | 66.67% |
| 30 Sep, 01 | 3 | -40.00% |
| 30 Jun, 01 | 5 | -37.50% |
| 31 Mar, 01 | 8 | 166.67% |
| 31 Dec, 00 | 3 | -40.00% |
| 30 Sep, 00 | 5 | 25.00% |
| 30 Jun, 00 | 4 | 33.33% |
| 31 Mar, 00 | 3 | - |
| 31 Dec, 99 | 3 | 50.00% |
| 30 Sep, 99 | 2 | -60.00% |
| 30 Jun, 99 | 5 | - |
| 31 Mar, 99 | 5 | - |
197 institutional shareholders have increased their position in BMO stock as of 30 Jun 24 compared to 227 in the previous quarter (a -13.22% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 170 | 9.68% |
| 31 Mar, 24 | 155 | -9.88% |
| 31 Dec, 23 | 172 | 29.32% |
| 30 Sep, 23 | 133 | -9.52% |
| 30 Jun, 23 | 147 | -6.37% |
| 31 Mar, 23 | 157 | -5.99% |
| 31 Dec, 22 | 167 | 20.14% |
| 30 Sep, 22 | 139 | -4.79% |
| 30 Jun, 22 | 146 | 8.96% |
| 31 Mar, 22 | 134 | -9.46% |
| 31 Dec, 21 | 148 | 16.54% |
| 30 Sep, 21 | 127 | -8.63% |
| 30 Jun, 21 | 139 | 41.84% |
| 31 Mar, 21 | 98 | -30.00% |
| 31 Dec, 20 | 140 | 11.11% |
| 30 Sep, 20 | 126 | -13.70% |
| 30 Jun, 20 | 146 | -0.68% |
| 31 Mar, 20 | 147 | 19.51% |
| 31 Dec, 19 | 123 | -8.21% |
| 30 Sep, 19 | 134 | -5.63% |
| 30 Jun, 19 | 142 | -14.46% |
| 31 Mar, 19 | 166 | 7.10% |
| 31 Dec, 18 | 155 | -0.64% |
| 30 Sep, 18 | 156 | - |
| 30 Jun, 18 | 156 | 6.85% |
| 31 Mar, 18 | 146 | 5.80% |
| 31 Dec, 17 | 138 | 3.76% |
| 30 Sep, 17 | 133 | -11.92% |
| 30 Jun, 17 | 151 | -5.63% |
| 31 Mar, 17 | 160 | 17.65% |
| 31 Dec, 16 | 136 | 5.43% |
| 30 Sep, 16 | 129 | 7.50% |
| 30 Jun, 16 | 120 | -9.09% |
| 31 Mar, 16 | 132 | 12.82% |
| 31 Dec, 15 | 117 | -3.31% |
| 30 Sep, 15 | 121 | -4.72% |
| 30 Jun, 15 | 127 | 7.63% |
| 31 Mar, 15 | 118 | 7.27% |
| 31 Dec, 14 | 110 | -15.38% |
| 30 Sep, 14 | 130 | 5.69% |
| 30 Jun, 14 | 123 | 18.27% |
| 31 Mar, 14 | 104 | -8.77% |
| 31 Dec, 13 | 114 | 14.00% |
| 30 Sep, 13 | 100 | 104.08% |
| 30 Jun, 13 | 49 | 25.64% |
| 31 Mar, 13 | 39 | - |
| 31 Dec, 12 | 39 | 21.88% |
| 30 Sep, 12 | 32 | -17.95% |
| 30 Jun, 12 | 39 | 21.88% |
| 31 Mar, 12 | 32 | 10.34% |
| 31 Dec, 11 | 29 | 52.63% |
| 30 Sep, 11 | 19 | 5.56% |
| 30 Jun, 11 | 18 | 5.88% |
| 31 Mar, 11 | 17 | 6.25% |
| 31 Dec, 10 | 16 | 6.67% |
| 30 Sep, 10 | 15 | -11.76% |
| 30 Jun, 10 | 17 | 41.67% |
| 31 Mar, 10 | 12 | - |
| 31 Dec, 09 | 12 | -20.00% |
| 30 Sep, 09 | 15 | 87.50% |
| 30 Jun, 09 | 8 | -33.33% |
| 31 Mar, 09 | 12 | 100.00% |
| 31 Dec, 08 | 6 | -14.29% |
| 30 Sep, 08 | 7 | -50.00% |
| 30 Jun, 08 | 14 | 27.27% |
| 31 Mar, 08 | 11 | 83.33% |
| 31 Dec, 07 | 6 | - |
| 30 Sep, 07 | 6 | -33.33% |
| 30 Jun, 07 | 9 | 50.00% |
| 31 Mar, 07 | 6 | - |
| 31 Dec, 06 | 6 | - |
| 30 Sep, 06 | 6 | -25.00% |
| 30 Jun, 06 | 8 | -20.00% |
| 31 Mar, 06 | 10 | - |
| 31 Dec, 05 | - | -100.00% |
| 30 Sep, 05 | 6 | - |
| 30 Jun, 05 | 6 | - |
| 31 Mar, 05 | 6 | 20.00% |
| 31 Dec, 04 | 5 | 25.00% |
| 30 Sep, 04 | 4 | - |
| 30 Jun, 04 | 4 | 100.00% |
| 31 Mar, 04 | 2 | -66.67% |
| 31 Dec, 03 | 6 | - |
| 30 Sep, 03 | 6 | 500.00% |
| 30 Jun, 03 | 1 | -50.00% |
| 31 Mar, 03 | 2 | -50.00% |
| 31 Dec, 02 | 4 | - |
| 30 Sep, 02 | 4 | -20.00% |
| 30 Jun, 02 | 5 | 66.67% |
| 31 Mar, 02 | 3 | 200.00% |
| 31 Dec, 01 | 1 | -66.67% |
| 30 Sep, 01 | 3 | - |
| 30 Jun, 01 | 3 | - |
| 31 Mar, 01 | - | -100.00% |
| 31 Dec, 00 | 3 | - |
| 30 Sep, 00 | - | -100.00% |
| 30 Jun, 00 | 2 | -33.33% |
| 31 Mar, 00 | 3 | 200.00% |
| 31 Dec, 99 | 1 | -50.00% |
| 30 Sep, 99 | 2 | 100.00% |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | - | - |
170 institutional shareholders have reduced their position in BMO stock as of 30 Jun 24 compared to 155 in the previous quarter (a 9.68% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 489 | -6.14% | 347,682,024 | -22.14% | 47.74% | 1.25% | 197 | -13.22% | 170 | 9.68% |
| 31 Mar, 24 | 521 | 0.97% | 446,555,838 | 30.84% | 61.70% | 2.77% | 227 | 0.89% | 155 | -9.88% |
| 31 Dec, 23 | 516 | 7.72% | 341,289,369 | 4.61% | 47.16% | 2.29% | 225 | 5.63% | 172 | 29.32% |
| 30 Sep, 23 | 479 | -3.23% | 326,243,002 | -0.31% | 45.36% | 2.17% | 213 | 3.40% | 133 | -9.52% |
| 30 Jun, 23 | 495 | 0.20% | 327,246,381 | 1.32% | 45.74% | 2.22% | 206 | 7.29% | 147 | -6.37% |
| 31 Mar, 23 | 494 | -1.98% | 322,981,979 | 0.37% | 45.39% | 2.09% | 192 | -7.25% | 157 | -5.99% |
| 31 Dec, 22 | 504 | 5.88% | 321,777,930 | 7.53% | 46.55% | 2.38% | 207 | 1.97% | 167 | 20.14% |
| 30 Sep, 22 | 476 | -5.18% | 299,240,283 | 2.06% | 44.26% | 2.33% | 203 | -5.14% | 139 | -4.79% |
| 30 Jun, 22 | 502 | -4.20% | 293,208,086 | 1.95% | 43.55% | 2.28% | 214 | -12.65% | 146 | 8.96% |
| 31 Mar, 22 | 524 | 2.95% | 287,603,559 | 8.14% | 43.71% | 2.60% | 245 | 13.95% | 134 | -9.46% |
| 31 Dec, 21 | 509 | 5.60% | 265,959,912 | -2.89% | 41.02% | 2.43% | 215 | 6.97% | 148 | 16.54% |
| 30 Sep, 21 | 482 | 4.10% | 273,862,592 | -0.37% | 41.10% | 2.28% | 201 | 8.65% | 127 | -8.63% |
| 30 Jun, 21 | 463 | 7.18% | 274,883,619 | 0.90% | 42.47% | 2.39% | 185 | -13.15% | 139 | 41.84% |
| 31 Mar, 21 | 432 | 0.47% | 272,433,783 | -0.34% | 42.12% | 2.36% | 213 | 24.56% | 98 | -30.00% |
| 31 Dec, 20 | 430 | 13.16% | 273,369,843 | 4.62% | 42.28% | 2.55% | 171 | 14.77% | 140 | 11.11% |
| 30 Sep, 20 | 380 | -4.76% | 261,309,701 | 5.42% | 40.74% | 2.73% | 149 | 1.36% | 126 | -13.70% |
| 30 Jun, 20 | 399 | -4.09% | 247,882,114 | -8.55% | 38.65% | 2.15% | 147 | -6.37% | 146 | -0.68% |
| 31 Mar, 20 | 416 | -10.54% | 271,053,654 | 1.40% | 42.38% | 2.42% | 157 | -23.04% | 147 | 19.51% |
| 31 Dec, 19 | 465 | 3.33% | 267,312,607 | -3.18% | 41.80% | 2.44% | 204 | 13.33% | 123 | -8.21% |
| 30 Sep, 19 | 450 | -1.75% | 276,105,133 | 1.64% | 41.39% | 2.29% | 180 | 3.45% | 134 | -5.63% |
| 30 Jun, 19 | 458 | -2.35% | 271,643,585 | -2.22% | 42.52% | 2.25% | 174 | -1.69% | 142 | -14.46% |
| 31 Mar, 19 | 469 | 4.22% | 277,805,276 | -2.41% | 43.50% | 2.19% | 177 | -1.67% | 166 | 7.10% |
| 31 Dec, 18 | 450 | -4.46% | 284,675,294 | -2.15% | 44.56% | 2.27% | 180 | -5.26% | 155 | -0.64% |
| 30 Sep, 18 | 471 | 3.06% | 290,932,402 | 1.85% | 44.28% | 2.23% | 190 | 11.11% | 156 | - |
| 30 Jun, 18 | 457 | 2.24% | 285,634,862 | 0.66% | 44.60% | 2.30% | 171 | -5.00% | 156 | 6.85% |
| 31 Mar, 18 | 447 | - | 283,774,894 | -0.19% | 44.08% | 2.29% | 180 | -2.70% | 146 | 5.80% |
| 31 Dec, 17 | 447 | 8.76% | 284,309,346 | 0.30% | 43.90% | 2.47% | 185 | 17.09% | 138 | 3.76% |
| 30 Sep, 17 | 411 | -2.61% | 283,461,197 | -0.04% | 42.14% | 2.22% | 158 | 1.28% | 133 | -11.92% |
| 30 Jun, 17 | 422 | -4.95% | 283,586,124 | -10.45% | 43.52% | 1.84% | 156 | -9.30% | 151 | -5.63% |
| 31 Mar, 17 | 444 | 2.78% | 316,676,483 | 0.21% | 48.64% | 2.04% | 172 | -7.53% | 160 | 17.65% |
| 31 Dec, 16 | 432 | 6.93% | 316,002,760 | 0.12% | 48.79% | 2.17% | 186 | 18.47% | 136 | 5.43% |
| 30 Sep, 16 | 404 | 1.25% | 315,622,738 | -0.20% | 47.39% | 1.97% | 157 | -5.42% | 129 | 7.50% |
| 30 Jun, 16 | 399 | 1.01% | 316,255,004 | 2.93% | 49.08% | 2.15% | 166 | 5.73% | 120 | -9.09% |
| 31 Mar, 16 | 395 | 4.50% | 307,256,390 | -2.08% | 47.76% | 2.00% | 157 | -5.99% | 132 | 12.82% |
| 31 Dec, 15 | 378 | 1.34% | 313,799,021 | -2.25% | 48.80% | 1.98% | 167 | 7.74% | 117 | -3.31% |
| 30 Sep, 15 | 373 | -0.53% | 321,010,966 | 3.86% | 49.71% | 2.15% | 155 | - | 121 | -4.72% |
| 30 Jun, 15 | 375 | 0.54% | 309,089,513 | -1.44% | 48.04% | 2.04% | 155 | -7.19% | 127 | 7.63% |
| 31 Mar, 15 | 373 | -3.87% | 313,609,467 | 0.94% | 48.58% | 2.12% | 167 | -10.22% | 118 | 7.27% |
| 31 Dec, 14 | 388 | 2.65% | 310,686,333 | 1.96% | 47.92% | 2.15% | 186 | 23.18% | 110 | -15.38% |
| 30 Sep, 14 | 378 | -0.26% | 304,720,587 | 1.79% | 47.18% | 2.20% | 151 | -6.79% | 130 | 5.69% |
| 30 Jun, 14 | 379 | 2.16% | 299,374,439 | 0.50% | 46.35% | 2.17% | 162 | -0.61% | 123 | 18.27% |
| 31 Mar, 14 | 371 | -1.07% | 297,879,654 | 1.16% | 46.19% | 2.21% | 163 | -4.68% | 104 | -8.77% |
| 31 Dec, 13 | 375 | 11.94% | 294,459,511 | -0.72% | 45.69% | 2.18% | 171 | 13.25% | 114 | 14.00% |
| 30 Sep, 13 | 335 | 0.60% | 296,592,637 | 4.29% | 45.74% | 2.37% | 151 | -37.86% | 100 | 104.08% |
| 30 Jun, 13 | 333 | 122.00% | 284,385,553 | 152.67% | 43.95% | 14.72% | 243 | 192.77% | 49 | 25.64% |
| 31 Mar, 13 | 150 | -0.66% | 112,551,599 | -5.71% | 17.28% | 5.15% | 83 | -3.49% | 39 | - |
| 31 Dec, 12 | 151 | 4.14% | 119,369,709 | -3.79% | 18.32% | 5.28% | 86 | 2.38% | 39 | 21.88% |
| 30 Sep, 12 | 145 | 6.62% | 124,078,183 | -1.26% | 18.63% | 4.92% | 84 | 16.67% | 32 | -17.95% |
| 30 Jun, 12 | 136 | 0.74% | 125,659,352 | 11.48% | 19.46% | 6.32% | 72 | -14.29% | 39 | 21.88% |
| 31 Mar, 12 | 135 | 6.30% | 112,716,425 | 1.89% | 17.54% | 5.87% | 84 | - | 32 | 10.34% |
| 31 Dec, 11 | 127 | 17.59% | 110,622,605 | -2.07% | 17.28% | 4.73% | 84 | 2.44% | 29 | 52.63% |
| 30 Sep, 11 | 108 | 31.71% | 112,963,318 | 18.52% | 19.11% | 7.32% | 82 | 46.43% | 19 | 5.56% |
| 30 Jun, 11 | 82 | -6.82% | 95,310,241 | 28.76% | 16.15% | 9.54% | 56 | -11.11% | 18 | 5.88% |
| 31 Mar, 11 | 88 | 17.33% | 74,022,850 | 25.64% | 13.01% | 12.07% | 63 | 34.04% | 17 | 6.25% |
| 31 Dec, 10 | 75 | 11.94% | 58,916,862 | -4.38% | 10.38% | 8.57% | 47 | 14.63% | 16 | 6.67% |
| 30 Sep, 10 | 67 | 6.35% | 61,614,758 | 22.68% | 11.01% | 13.77% | 41 | 20.59% | 15 | -11.76% |
| 30 Jun, 10 | 63 | 1.61% | 50,225,743 | -5.63% | 8.94% | 9.84% | 34 | -19.05% | 17 | 41.67% |
| 31 Mar, 10 | 62 | 19.23% | 53,222,328 | 33.71% | 9.53% | 18.46% | 42 | 40.00% | 12 | - |
| 31 Dec, 09 | 52 | -7.14% | 39,805,127 | 12.89% | 7.19% | 17.74% | 30 | - | 12 | -20.00% |
| 30 Sep, 09 | 56 | 14.29% | 35,258,753 | 8.84% | 6.36% | 18.15% | 30 | 3.45% | 15 | 87.50% |
| 30 Jun, 09 | 49 | 11.36% | 32,396,347 | -13.08% | 5.92% | 12.60% | 29 | 38.10% | 8 | -33.33% |
| 31 Mar, 09 | 44 | 10.00% | 37,272,921 | -29.86% | 6.86% | 6.57% | 21 | -19.23% | 12 | 100.00% |
| 31 Dec, 08 | 40 | 11.11% | 53,138,467 | 260.76% | 10.22% | 127.36% | 26 | 23.81% | 6 | -14.29% |
| 30 Sep, 08 | 36 | 2.86% | 14,729,645 | -66.90% | 2.83% | 3.64% | 21 | 31.25% | 7 | -50.00% |
| 30 Jun, 08 | 35 | -12.50% | 44,498,092 | -6.13% | 8.83% | 9.90% | 16 | -27.27% | 14 | 27.27% |
| 31 Mar, 08 | 40 | 14.29% | 47,404,963 | 11.44% | 9.44% | 13.00% | 22 | - | 11 | 83.33% |
| 31 Dec, 07 | 35 | 20.69% | 42,537,264 | -2.84% | 8.52% | 11.11% | 22 | 22.22% | 6 | - |
| 30 Sep, 07 | 29 | 3.57% | 43,779,708 | -36.55% | 8.76% | 4.59% | 18 | 28.57% | 6 | -33.33% |
| 30 Jun, 07 | 28 | 21.74% | 69,002,230 | 46.37% | 13.81% | 15.56% | 14 | -6.67% | 9 | 50.00% |
| 31 Mar, 07 | 23 | -14.81% | 47,141,551 | 23.73% | 9.42% | 16.09% | 15 | -16.67% | 6 | - |
| 31 Dec, 06 | 27 | 28.57% | 38,099,163 | 36.60% | 7.65% | 24.70% | 18 | 38.46% | 6 | - |
| 30 Sep, 06 | 21 | -16.00% | 27,891,344 | 7.68% | 5.57% | 20.80% | 13 | -7.14% | 6 | -25.00% |
| 30 Jun, 06 | 25 | - | 25,902,517 | 59.78% | 5.17% | 48.65% | 14 | - | 8 | -20.00% |
| 31 Mar, 06 | 25 | 38.89% | 16,211,358 | 38.20% | 3.26% | 59.57% | 14 | -12.50% | 10 | - |
| 31 Dec, 05 | 18 | 5.88% | 11,730,690 | -57.47% | 2.34% | 7.73% | 16 | 60.00% | - | -100.00% |
| 30 Sep, 05 | 17 | 13.33% | 27,580,854 | 50.72% | 5.50% | 41.25% | 10 | 42.86% | 6 | - |
| 30 Jun, 05 | 15 | -6.25% | 18,299,262 | 6.56% | 3.65% | 30.88% | 7 | -12.50% | 6 | - |
| 31 Mar, 05 | 16 | 23.08% | 17,173,121 | -39.18% | 3.44% | 10.84% | 8 | 14.29% | 6 | 20.00% |
| 31 Dec, 04 | 13 | -7.14% | 28,234,794 | -7.36% | 5.63% | 15.26% | 7 | -22.22% | 5 | 25.00% |
| 30 Sep, 04 | 14 | - | 30,477,192 | 9.77% | 6.08% | 35.10% | 9 | 12.50% | 4 | - |
| 30 Jun, 04 | 14 | 27.27% | 27,765,284 | 91.33% | 4.16% | 94.39% | 8 | 14.29% | 4 | 100.00% |
| 31 Mar, 04 | 11 | -8.33% | 14,511,479 | -7.22% | 2.10% | 21.56% | 7 | 40.00% | 2 | -66.67% |
| 31 Dec, 03 | 12 | -14.29% | 15,640,730 | -52.43% | 3.12% | 7.25% | 5 | -28.57% | 6 | - |
| 30 Sep, 03 | 14 | 55.56% | 32,880,877 | 71.73% | 6.56% | 44.17% | 7 | - | 6 | 500.00% |
| 30 Jun, 03 | 9 | -10.00% | 19,146,592 | 73.92% | 3.85% | 78.02% | 7 | -12.50% | 1 | -50.00% |
| 31 Mar, 03 | 10 | -9.09% | 11,009,053 | -36.15% | 2.22% | 18.22% | 8 | 14.29% | 2 | -50.00% |
| 31 Dec, 02 | 11 | -8.33% | 17,241,338 | 66.34% | 3.49% | 78.72% | 7 | - | 4 | - |
| 30 Sep, 02 | 12 | 20.00% | 10,364,895 | -41.32% | 2.11% | 16.29% | 7 | 75.00% | 4 | -20.00% |
| 30 Jun, 02 | 10 | 25.00% | 17,663,122 | 149.69% | 3.60% | 172.76% | 4 | -20.00% | 5 | 66.67% |
| 31 Mar, 02 | 8 | 33.33% | 7,074,060 | 65.81% | 1.44% | 189.89% | 5 | - | 3 | 200.00% |
| 31 Dec, 01 | 6 | -14.29% | 4,266,465 | 26.06% | 0.87% | 182.33% | 5 | 66.67% | 1 | -66.67% |
| 30 Sep, 01 | 7 | -12.50% | 3,384,339 | -70.10% | 0.69% | 13.62% | 3 | -40.00% | 3 | - |
| 30 Jun, 01 | 8 | - | 11,317,711 | 57.93% | 2.25% | 118.35% | 5 | -37.50% | 3 | - |
| 31 Mar, 01 | 8 | 33.33% | 7,166,083 | 18.52% | 1.38% | 103.87% | 8 | 166.67% | - | -100.00% |
| 31 Dec, 00 | 6 | 20.00% | 6,046,477 | 209.31% | 1.15% | 851.48% | 3 | -40.00% | 3 | - |
| 30 Sep, 00 | 5 | -28.57% | 1,954,818 | -63.36% | 0.37% | 36.70% | 5 | 25.00% | - | -100.00% |
| 30 Jun, 00 | 7 | 16.67% | 5,334,508 | 10.35% | 1.00% | 122.94% | 4 | 33.33% | 2 | -33.33% |
| 31 Mar, 00 | 6 | 20.00% | 4,834,078 | 141.14% | 0.90% | 640.79% | 3 | - | 3 | 200.00% |
| 31 Dec, 99 | 5 | 25.00% | 2,004,701 | 23.18% | 0.38% | 404.40% | 3 | 50.00% | 1 | -50.00% |
| 30 Sep, 99 | 4 | -33.33% | 1,627,467 | -40.60% | 0.30% | 115.35% | 2 | -60.00% | 2 | 100.00% |
| 30 Jun, 99 | 6 | 20.00% | 2,739,842 | 21.51% | 0.51% | 287.44% | 5 | - | 1 | - |
| 31 Mar, 99 | 5 | - | 2,254,736 | - | 0.42% | - | 5 | - | - | - |
Bank of Montreal Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Bank of Montreal's stock was made by PIPER VINITA LEE on May 15 2019, selling - shares at - per share (valued at -).
Bank of Montreal Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|
BMO Ownership FAQ
Who Owns Bank of Montreal?
Bank of Montreal is owned by institutional shareholders (47.74%), insiders (0.03%), and public (52.24%). The largest institutional shareholder of Bank of Montreal is ROYAL BANK OF CANADA (7.93% of total shares) and the top mutual fund owner is Clough Funds Trust (24.19% of total shares).
Who are the major institutional shareholders of Bank of Montreal?
Bank of Montreal's major institutional shareholders are ROYAL BANK OF CANADA, VANGUARD GROUP INC, BANK OF MONTREAL /CAN/, TD ASSET MANAGEMENT INC, and CIBC WORLD MARKET INC.. The top five shareholders own together 20.67% of the company's share outstanding.
How many Bank of Montreal shareholders are there?
As of Jun 2024, there are 489 institutional shareholders of Bank of Montreal.
What percentage of Bank of Montreal is owned by ROYAL BANK OF CANADA?
ROYAL BANK OF CANADA owns 57.77M shares of Bank of Montreal, representing 7.93% of the company's total shares outstanding, valued at $4.84B (as of Jun 2024).
What percentage of Bank of Montreal is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 29.32M shares of Bank of Montreal (BMO), compromising 4.03% of the company, valued at $2.46B.
What percentage of Bank of Montreal is owned by BANK OF MONTREAL /CAN/?
BANK OF MONTREAL /CAN/ is the third largest holder of Bank of Montreal. The company owns 27.34M of the company's shares outstanding (worth $2.32B).