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 | 30.49M | 4.19% | $2.96B |
| Bank of montreal /can/ | 29.87M | 4.10% | $2.90B |
| Td asset management | 17.62M | 2.42% | $1.71B |
| Cibc world market | 13.55M | 1.87% | $1.50B |
| Norges bank | 10.46M | 1.44% | $1.01B |
| National bank of canada /fi/ | 10.31M | 1.42% | $1.14B |
| Mackenzie financial | 10.05M | 1.39% | $1.11B |
| Bank of nova scotia | 7.62M | 1.05% | $844.41M |
| Toronto dominion bank | 7.19M | 0.99% | $797.67M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Guardian capital lp | 2.08M | 8.14% | $230.40M |
| 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 | 1.03M | 5.04% | $99.76M |
| Spartan fund management | 14.20K | 4.60% | $1.38M |
| Scheer, rowlett & associates investment management | 607.70K | 4.36% | $67.39M |
| Barometer capital management | 105.57K | 4.36% | $15.77M |
| Jarislowsky, fraser | 5.83M | 4.18% | $760.36M |
| Cardinal capital management | 1.11M | 4.17% | $144.47M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 10.46M | 0.13% | 10.46M |
| Royal bank of canada | 60.56M | 1.17% | 5.23M |
| Healthcare of ontario pension plan trust fund | 4.76M | 1.03% | 3.33M |
| Bank of montreal /can/ | 29.87M | 1.35% | 2.18M |
| Manufacturers life insurance company, the | 6.84M | 0.58% | 2.04M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canoe financial lp | - | - | -105.51M |
| Cibc world market | 13.55M | 2.97% | -3.54M |
| National bank of canada /fi/ | 10.31M | 1.08% | -2.73M |
| 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 |
| Campbell & co investment adviser | 104.10K | 0.73% | 104.10K | $11.52M |
| Quadrature capital | 29.70K | 0.06% | 29.70K | $3.29M |
| Ewing morris & co. investment partners | 25.74K | 1.24% | 25.74K | $3.59M |
| Vise | 21.82K | 0.10% | 21.82K | $2.41M |
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 |
| Cullen/frost bankers | -12.00 |
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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