Bank of Montreal Ownership | Who Owns Bank of Montreal?
Bank of Montreal Ownership Summary
Bank of Montreal is owned by 47.92% institutional investors, 0.16% insiders, and 51.92% retail investors. Royal bank of canada is the largest institutional shareholder, holding 8.32% of BMO shares. Vanguard Total Intl Stock Index Inv is the top mutual fund, with 1.46% of its assets in Bank of Montreal shares.
BMO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank of Montreal | 47.92% | 0.16% | 51.92% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Diversified Banks Stocks | 39.43% | 0.80% | 59.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Royal bank of canada | 60.56M | 8.32% | $5.88B |
| Vanguard group | 32.34M | 4.50% | $4.21B |
| Bank of montreal /can/ | 28.50M | 3.96% | $3.71B |
| Canerector | 22.67M | 3.15% | $12.50B |
| Td asset management | 19.08M | 2.65% | $2.49T |
| Cibc world market | 12.44M | 1.73% | $1.62B |
| Norges bank | 10.46M | 1.44% | $1.01B |
| National bank of canada /fi/ | 10.31M | 1.42% | $1.14B |
| Mackenzie financial | 9.52M | 1.32% | $1.24B |
| Fil | 8.20M | 1.14% | $1.07T |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Guardian capital lp | 1.72M | 7.23% | $223.82M |
| Canerector | 22.67M | 6.69% | $12.50B |
| Bank of nova scotia trust | 510.28K | 5.55% | $56.45M |
| Value partners investments | 511.32K | 5.44% | $66.61M |
| Rempart asset management | 221.77K | 5.35% | $28.92M |
| Aviso financial | 1.00M | 5.31% | $130.60M |
| Scheer, rowlett & associates investment management | 594.30K | 4.62% | $77.43M |
| Spartan fund management | 14.20K | 4.60% | $1.38M |
| Mufg securities (canada) | 1.19M | 4.32% | $154.45M |
| Jarislowsky, fraser | 5.83M | 4.18% | $760.36M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canerector | 22.67M | 6.69% | 22.54M |
| Norges bank | 10.46M | 0.13% | 10.46M |
| Royal bank of canada | 60.56M | 1.17% | 5.23M |
| Fil | 8.20M | 0.84% | 4.04M |
| Fmr | 8.10M | 0.05% | 3.25M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canoe financial lp | - | - | -105.51M |
| National bank of canada /fi/ | 10.31M | 1.08% | -2.73M |
| Public sector pension investment board | 363.88K | 0.17% | -1.81M |
| Sumitomo mitsui trust | - | - | -1.71M |
| Alberta investment management | - | - | -1.70M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 10.46M | 0.13% | 10.46M | $1.01B |
| Nearwater capital markets | 485.00K | 0.84% | 485.00K | $63.15M |
| Waratah capital advisors | 90.55K | 0.21% | 90.55K | $11.79M |
| Jcic asset management | 60.94K | 2.48% | 60.94K | $7.94M |
| Simplex trading | 36.87K | 0.00% | 36.87K | $4.80M |
Sold Out
| Holder | Change |
|---|---|
| Moisand fitzgerald tamayo | -1.00 |
| Van hulzen asset management | -2.00 |
| Atlantic edge private wealth management | -5.00 |
| Continuum advisory | -8.00 |
| Optiver b.v. | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 582 | - | 347,587,631 | 3.88% | 47 | 2.27% | 252 | -3.08% | 191 | 11.70% |
| Mar 31, 2025 | 578 | 2.66% | 334,721,357 | -2.74% | 45 | 2.06% | 258 | -10.42% | 170 | 22.30% |
| Dec 31, 2024 | 543 | 7.95% | 347,459,704 | 4.84% | 47 | 2.30% | 278 | 40.40% | 135 | -16.15% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Intl Stock Index Inv | 10.57M | 1.46% | 3.05K |
| Vanguard Developed Markets Index Admiral | 6.65M | 0.92% | 73.58K |
| RBC Canadian Dividend Fund A | 6.39M | 0.88% | - |
| Vanguard Instl Ttl Intl Stk Mkt Idx TrII | 5.46M | 0.76% | -3.98K |
| BMO Equal Weight Banks ETF | 5.03M | 0.70% | 1.04M |
| TD Dividend Growth - I | 4.39M | 0.60% | - |
| iShares S&P/TSX 60 ETF | 3.84M | 0.54% | 21.27K |
| iShares Core S&P/TSX Capped Compost ETF | 3.32M | 0.46% | -3.23K |
| Fidelity Series Canada | 3.01M | 0.42% | -7.00K |
| JPMorgan BetaBuilders Canada ETF | 2.54M | 0.35% | - |
BMO Ownership FAQ
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