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Bank of Montreal (BMO) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Bank of Montreal (NYSE:BMO)

Current
Institutional Ownership
Percentage
45.82%
Number of
Institutional Buyers
(last 12 months)
264
Total
Institutional Inflows
(last 12 months)
$13.89B
Number of
Institutional Sellers
(last 12 months)
188
Total
Institutional Outflows
(last 12 months)
$1.89B
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BMO Institutional Buying and Selling by Quarter

Bank of Montreal Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Pinnacle Associates Ltd.30,200$2.95M0.0%+47.3%0.004%
4/26/2024Triasima Portfolio Management inc.469,700$45.86M3.9%-3.4%0.064%
4/26/2024UMB Bank n.a.19,172$1.87M0.0%-5.9%0.003%
4/26/2024Northwest Bancshares Inc.71,320$6.97M1.1%-0.9%0.010%
4/26/2024SlateStone Wealth LLC3,600$352K0.0%N/A0.000%
4/26/2024 Mesirow Financial Investment Management Inc.2,479$242K0.0%N/A0.000%
4/26/2024Patrick M Sweeney & Associates Inc.4,508$440K0.4%+114.7%0.001%
4/26/2024Checchi Capital Advisers LLC2,368$231K0.0%+8.9%0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 231,354$22.61M0.1%+2.0%0.032%
4/25/2024 IAG Wealth Partners LLC635$62K0.0%+28.0%0.000%
4/24/2024 Pegasus Partners Ltd.3,645$356K0.0%-52.3%0.000%
4/24/2024 Assenagon Asset Management S.A.20,708$2.02M0.0%+2.4%0.003%
4/23/2024 Silver Lake Advisory LLC30,536$2.98M1.3%-1.1%0.004%
4/23/2024 Gradient Investments LLC5,622$549K0.0%-8.7%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.15,453$1.51M0.0%+1.8%0.002%
4/22/2024 Harbour Trust & Investment Management Co6,221$608K0.1%-4.7%0.001%
4/22/2024 Raymond James & Associates73,075$7.14M0.0%-13.5%0.010%
4/22/2024Ashton Thomas Private Wealth LLC8,872$867K0.0%-4.5%0.001%
4/20/2024 Maryland State Retirement & Pension System37,503$3.40M0.1%+52.6%0.005%
4/19/2024 First Trust Direct Indexing L.P.7,975$779K0.1%+4.0%0.001%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,709,247$166.99M0.1%+0.8%0.234%
4/18/2024 Silverlake Wealth Management LLC4,427$432K0.2%-11.8%0.001%
4/18/2024 Dixon Mitchell Investment Counsel Inc.5,387$526K0.0%-20.3%0.001%
4/18/2024 Hexagon Capital Partners LLC760$74K0.0%+37.2%0.000%
4/17/2024 Romano Brothers AND Company53,633$5.24M0.7%-2.6%0.007%
4/17/2024 WoodTrust Financial Corp27,713$2.71M0.3%+2.1%0.004%
4/16/2024 Addenda Capital Inc.897,240$87.64M4.1%+5.7%0.123%
4/16/2024 180 Wealth Advisors LLC2,808$274K0.0%-10.5%0.000%
4/15/2024 GoalVest Advisory LLC6,783$663K0.2%N/A0.001%
4/12/2024 Doliver Advisors LP3,008$294K0.1%-9.7%0.000%
4/12/2024 Ignite Planners LLC8,084$789K0.2%-17.2%0.001%
4/12/2024 Pacifica Partners Inc.6,334$606K0.3%+53.4%0.001%
4/11/2024 Ballentine Partners LLC3,474$339K0.0%+30.6%0.000%
4/11/2024 Gulf International Bank UK Ltd4,535$442K0.0%+7.9%0.001%
4/10/2024 Nexus Investment Management ULC16,844$1.65M0.2%+1.8%0.002%
4/9/2024 Cardinal Capital Management Inc.1,233,075$120.48M5.3%+0.1%0.169%
4/9/2024 Ellenbecker Investment Group4,505$440K0.1%+9.7%0.001%
4/9/2024 Mather Group LLC.1,055$104K0.0%N/A0.000%
4/5/2024 Compass Wealth Management LLC1,240$121K0.0%+106.7%0.000%
4/5/2024 NBC Securities Inc.5,441$531K0.0%-3.1%0.001%
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4/2/2024 ST Germain D J Co. Inc.108,807$10.63M0.5%-5.1%0.015%
3/26/2024HighPoint Advisor Group LLC2,397$229K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.10,181$1.01M0.0%-5.5%0.001%
3/11/2024Vanguard Group Inc.28,073,185$2.78B0.1%+3.2%3.870%
3/8/2024Trust Co. of Vermont3,598$356K0.0%-12.6%0.000%
3/5/2024Fisher Asset Management LLC2,094$207K0.0%N/A0.000%
3/5/2024Wellington Management Group LLP106,621$10.60M0.0%-15.3%0.015%
2/26/2024Syon Capital LLC6,269$620K0.1%+16.6%0.001%
2/26/2024Virtu Financial LLC5,302$525K0.0%N/A0.001%
2/23/2024 Cardinal Capital Management Inc.1,231,314$122.22M5.8%-2.0%0.170%
2/22/2024Sierra Summit Advisors LLC2,758$273K0.1%N/A0.000%
2/17/2024FIL Ltd9,872,642$976.87M1.0%+138.3%1.361%
2/16/2024Studio Investment Management LLC17,018$1.68M0.4%+12,990.8%0.002%
2/15/2024Onex Canada Asset Management Inc.165,281$16.35M1.6%-40.6%0.023%
2/14/2024Midland Wealth Advisors LLC13,992$1.38M0.1%N/A0.002%
2/14/2024Barometer Capital Management Inc.20,240$2.00M0.6%N/A0.003%
2/14/2024KPP Advisory Services LLC2,487$246K0.2%N/A0.000%
2/14/2024Shell Asset Management Co.23,491$2.36M0.1%-21.1%0.003%
2/14/2024Ossiam60,978$6.06M0.1%+31.3%0.008%
2/14/2024Westwood Holdings Group Inc.2,336$231K0.0%N/A0.000%
2/14/2024Stonehage Fleming Financial Services Holdings Ltd819$82K0.0%+108.4%0.000%
2/14/2024CenterBook Partners LP17,275$1.71M0.2%N/A0.002%
2/14/2024Azimuth Capital Investment Management LLC38,055$3.77M0.2%-5.8%0.005%
2/13/2024Pinebridge Investments L.P.2,509$248K0.0%-18.7%0.000%
2/13/20241832 Asset Management L.P.5,720,115$565.95M0.8%-37.7%0.789%
2/13/2024 Annex Advisory Services LLC2,325$230K0.0%N/A0.000%
2/13/2024Crossmark Global Holdings Inc.45,976$4.55M0.1%+4.6%0.006%
2/13/2024Capital International Investors610,274$60.39M0.0%-1.2%0.084%
2/13/2024Burgundy Asset Management Ltd.160,000$15.86M0.2%+6.7%0.022%
2/13/2024First Trust Advisors LP679,439$67.22M0.1%-15.7%0.094%
2/13/2024CIBC Private Wealth Group LLC7,900$782K0.0%-6.0%0.001%
2/13/2024CIBC Asset Management Inc8,874,517$880.92M3.3%+6.6%1.223%
2/13/2024The Manufacturers Life Insurance Company 5,543,938$549.44M0.3%+7.9%0.764%
2/13/2024Rathbones Group PLC51,923$5.16M0.0%+0.4%0.007%
2/12/2024Alberta Investment Management Corp1,456,199$144.79M1.4%+6.3%0.201%
2/12/2024Tradition Wealth Management LLC2,953$292K0.0%-32.5%0.000%
2/12/2024Bank of Nova Scotia13,927,691$1.38B2.6%-5.8%1.920%
2/12/2024Scotia Capital Inc.3,278,954$324.25M2.1%+3.1%0.452%
2/12/2024Chiron Capital Management LLC3,000$297K0.3%N/A0.000%
2/12/2024Dorsey & Whitney Trust CO LLC5,739$568K0.0%+2.1%0.001%
2/12/2024Gold Investment Management Ltd.21,736$2.15M0.9%N/A0.003%
2/12/2024Letko Brosseau & Associates Inc.2,007,450$199.60M3.6%-0.6%0.277%
2/12/2024Bank of Nova Scotia Trust Co.463,792$45.89M5.2%+3.3%0.064%
2/12/2024Allianz Asset Management GmbH45,662$4.59M0.0%-68.9%0.006%
2/12/2024Focus Financial Network Inc. ADV2,328$230K0.0%N/A0.000%
2/12/2024Stifel Financial Corp53,779$5.32M0.0%-2.7%0.007%
2/12/2024TD Asset Management Inc19,225,705$1.91B1.9%+19.9%2.651%
2/12/2024Steward Partners Investment Advisory LLC2,456$243K0.0%-30.3%0.000%
2/12/2024Landaas & Co. WI ADV2,326$230K0.1%N/A0.000%
2/12/2024United Services Automobile Association206,115$20.42M0.5%+1.1%0.028%
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2/12/2024JARISLOWSKY FRASER Ltd314,414$31.26M0.2%-2.7%0.043%
2/12/2024Glassman Wealth Services370$37K0.0%-32.6%0.000%
2/9/2024Orion Portfolio Solutions LLC4,678$461K0.0%-10.3%0.001%
2/9/2024US Bancorp DE21,794$2.16M0.0%-6.7%0.003%
2/9/2024 Cambridge Investment Research Advisors Inc.13,068$1.29M0.0%-1.8%0.002%
2/9/2024EverSource Wealth Advisors LLC463$46K0.0%+39.0%0.000%
2/9/2024Franklin Resources Inc.317,521$31.42M0.0%-72.0%0.044%
2/9/2024Newport Trust Company LLC1,443,113$142.78M0.4%-1.4%0.199%
2/9/2024Corient Private Wealth LLC32,603$3.23M0.0%+72.6%0.004%
2/9/2024Clearbridge Investments LLC974,526$95.30M0.1%N/A0.134%
(Data available from 1/1/2016 forward)

BMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BMO shares?

During the previous two years, 484 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were Canoe Financial LP ($10.44B), Vanguard Group Inc. ($2.78B), TD Asset Management Inc ($1.91B), Mackenzie Financial Corp ($1.44B), TD Asset Management Inc. ($1.39B), Bank of Nova Scotia ($1.38B), and Toronto Dominion Bank ($1.18B).Learn more on BMO's institutional investors.

What percentage of Bank of Montreal stock is owned by institutional investors?

45.82% of Bank of Montreal stock is owned by institutional investors. Learn more on BMO's institutional investor holdings.

Which institutional investors have been buying Bank of Montreal stock?

Of the 422 institutional investors that purchased Bank of Montreal stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Canoe Financial LP ($105.51M), National Bank of Canada FI ($10.30M), Norges Bank ($8.21M), FIL Ltd ($5.73M), Toronto Dominion Bank ($5.70M), Mackenzie Financial Corp ($4.66M), and TD Asset Management Inc ($3.45M).

How much institutional buying is happening at Bank of Montreal?

Institutional investors have bought a total of 181,269,589 shares in the last 24 months. This purchase volume represents approximately $17.66B in transactions.

Which Bank of Montreal major shareholders have been selling company stock?

Of the 283 institutional investors that sold Bank of Montreal stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of Nova Scotia ($16.90M), 1832 Asset Management L.P. ($3.73M), National Bank of Canada FI ($2.11M), Connor Clark & Lunn Investment Management Ltd. ($1.74M), FIL Ltd ($1.58M), Canada Pension Plan Investment Board ($1.51M), and Franklin Resources Inc. ($1.28M).

How much institutional selling is happening at Bank of Montreal?

Institutional investors have sold a total of 45,765,574 shares in the last 24 months. This volume of shares sold represents approximately $4.34B in transactions.


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This page (NYSE:BMO) was last updated on 4/27/2024 by MarketBeat.com Staff

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