Bank of Montreal Ownership | Who Owns Bank of Montreal?
Bank of Montreal Ownership Summary
Bank of Montreal is owned by 21.40% institutional investors, 0.03% insiders, and 78.56% retail investors. Royal bank of canada is the largest institutional shareholder, holding 9.10% 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 | 21.40% | 0.03% | 78.56% |
| Sector | Financial Services Stocks | 32.03% | 15.42% | 52.55% |
| Industry | Diversified Banks Stocks | 21.49% | 0.75% | 77.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Royal bank of canada | 65.47M | 9.10% | $8.53B |
| Vanguard group | 33.02M | 4.57% | $4.29B |
| Bank of montreal /can/ | 28.17M | 3.90% | $3.66B |
| Td asset management | 19.37M | 2.68% | $2.52B |
| Cibc world market | 12.55M | 1.74% | $1.63B |
| National bank of canada /fi/ | 11.25M | 1.56% | $1.46B |
| Mackenzie financial | 9.52M | 1.32% | $1.24B |
| Fil | 8.20M | 1.14% | $1.07T |
| Norges bank | 8.16M | 1.13% | $1.06B |
| Fmr | 8.10M | 1.13% | $1.06B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Canerector | 125.00K | 10.90% | $22.28M |
| Guardian capital lp | 1.72M | 7.23% | $223.82M |
| Bank of nova scotia trust | 511.46K | 5.77% | $66.38M |
| Aviso financial | 1.00M | 5.31% | $130.60M |
| Rempart asset management | 207.66K | 5.10% | $26.98M |
| Value partners investments | 465.34K | 4.64% | $60.52M |
| Spartan fund management | 14.20K | 4.60% | $1.38M |
| Mufg securities (canada) | 1.19M | 4.32% | $154.45M |
| Beutel, goodman | 5.39M | 4.23% | $702.22M |
| Jarislowsky, fraser | 5.83M | 4.18% | $760.36M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 8.16M | 0.11% | 8.16M |
| Fil | 8.20M | 0.84% | 4.04M |
| Fmr | 8.10M | 0.05% | 3.25M |
| Morgan stanley | 3.82M | 0.03% | 1.63M |
| National bank of canada /fi/ | 11.25M | 1.46% | 945.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canoe financial lp | - | - | -105.51M |
| Canerector | 125.00K | 10.90% | -22.54M |
| Public sector pension investment board | 363.88K | 0.17% | -1.81M |
| Acadian asset management | 1.20M | 0.26% | -1.79M |
| Sumitomo mitsui trust | - | - | -1.71M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 8.16M | 0.11% | 8.16M | $1.06B |
| Nearwater capital markets | 485.00K | 0.84% | 485.00K | $63.15M |
| Axa investment managers | 147.67K | 0.05% | 147.67K | $19.23M |
| Fny investment advisers | 104.20K | 3.82% | 104.20K | $13.52M |
| Wolverine trading | 36.68K | 0.00% | 36.68K | $4.76M |
Sold Out
| Holder | Change |
|---|---|
| Moisand fitzgerald tamayo | -1.00 |
| Van hulzen asset management | -2.00 |
| Bear mountain capital | -2.00 |
| Atlantic edge private wealth management | -5.00 |
| Continuum advisory | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 399 | -35.12% | 154,511,927 | -57.53% | 21 | 0.84% | 155 | -45.42% | 129 | -26.29% |
| Sep 30, 2025 | 342 | -40.73% | 106,925,092 | -68.39% | 14 | 0.68% | 143 | -42.57% | 101 | -47.40% |
| 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% |
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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