Bank of Montreal (BMO) Ownership

90.91 ↓1.81 (-1.95%)
As of April 26, 2024, 3:59pm EST.

Institutional Ownership

Royal Bank of Canada is the biggest individual institutional holder of Bank of Montreal (BMO), owning a total of 66.2 million shares. Combined, the top 25 institutional holders of BMO own 8.03% of the company with a total of 317.8 million shares.

In the latest ownership report on December 31st 2023, the top 25 institutional holders decreased their combined ownership of BMO by 1 million shares. 13 institutions bought 21,166,626 total additional shares and increased their ownership by an average of 41.20%. However 7 institutions sold 22,199,433 total shares and decreased their ownership by an average of 15.23%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Bank of Montreal decreased by a net total of -1,032,807 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Royal Bank of Canada0.913%-1.727%66,193,708-1,162,9082023-12-31
Vanguard Group Inc0.387%3.244%28,073,185881,9922023-12-31
Bank of Montreal0.348%-5.491%25,242,430-1,466,6062023-12-31
BMO Capital Markets Corp.0.348%-5.491%25,242,430-1,466,6062023-12-31
TD Asset Management Inc0.265%19.878%19,225,7053,187,9982023-12-31
The Toronto-Dominion Bank0.202%-47.737%14,678,185-13,407,0012023-12-31
Mackenzie Investments0.200%5.369%14,495,589738,5792023-12-31
Bank of Nova Scotia0.192%-5.792%13,927,691-856,2772023-12-31
CIBC World Markets Inc.0.188%-2.660%13,628,085-372,4172023-12-31
Fidelity International Ltd0.136%138.268%9,872,6425,729,1452023-12-31
CIBC Global Asset Management Inc0.122%6.585%8,874,517548,2842023-12-31
NORGES BANK0.113%32.521%8,212,5842,015,4052023-12-31
Beutel, Goodman & Company Ltd.0.079%13.629%5,755,777690,3412023-12-31
1832 Asset Management L.P0.079%-37.742%5,720,115-3,467,6182023-12-31
Caisse De Depot Et Placement Du Quebec0.077%0.000%5,588,58002023-12-31
Manufacturers Life Insurance Co0.076%7.904%5,543,938406,1082023-12-31
Goldman Sachs Group Inc0.076%165.720%5,523,1903,444,6172023-12-31
Legal & General Group PLC0.074%27.710%5,394,8841,170,5732023-12-31
Connor Clark & Lunn Inv Mgmt Ltd0.055%15.294%3,979,960527,9352023-12-31
Bank of America Corp0.050%98.725%3,617,4141,797,1022023-12-31
Dimensional Fund Advisors, Inc.0.498%0.797%3,608,86828,5472023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Royal Bank of Canada0.913%-1.727%66,193,708-1,162,9082023-12-31
Vanguard Group Inc0.387%3.244%28,073,185881,9922023-12-31
Bank of Montreal0.348%-5.491%25,242,430-1,466,6062023-12-31
BMO Capital Markets Corp.0.348%-5.491%25,242,430-1,466,6062023-12-31
TD Asset Management Inc0.265%19.878%19,225,7053,187,9982023-12-31
TD Global Investment Solutions2.247%1.674%15,949,293262,5402022-12-31
The Toronto-Dominion Bank0.202%-47.737%14,678,185-13,407,0012023-12-31
Mackenzie Investments0.200%5.369%14,495,589738,5792023-12-31
Bank of Nova Scotia0.192%-5.792%13,927,691-856,2772023-12-31
CIBC World Markets Inc.0.188%-2.660%13,628,085-372,4172023-12-31
Fidelity International Ltd0.136%138.268%9,872,6425,729,1452023-12-31
CIBC Global Asset Management Inc0.122%6.585%8,874,517548,2842023-12-31
NORGES BANK0.113%32.521%8,212,5842,015,4052023-12-31
Beutel, Goodman & Company Ltd.0.079%13.629%5,755,777690,3412023-12-31
1832 Asset Management L.P0.079%-37.742%5,720,115-3,467,6182023-12-31
Caisse De Depot Et Placement Du Quebec0.077%0.000%5,588,58002023-12-31
Manufacturers Life Insurance Co0.076%7.904%5,543,938406,1082023-12-31
Goldman Sachs Group Inc0.076%165.720%5,523,1903,444,6172023-12-31
Legal & General Group PLC0.074%27.710%5,394,8841,170,5732023-12-31
Connor Clark & Lunn Inv Mgmt Ltd0.055%15.294%3,979,960527,9352023-12-31
Bank of America Corp0.050%98.725%3,617,4141,797,1022023-12-31
Dimensional Fund Advisors, Inc.0.498%0.797%3,608,86828,5472023-12-31
FMR Inc0.455%10.061%3,297,129301,3912023-09-30
Scotia Capital Inc0.441%2.081%3,180,81464,8392023-09-30
Fiera Capital Corporation0.412%-1.812%2,939,692-54,2412023-03-31

Mutual Fund Ownership

Vanguard Total Intl Stock Index Inv is the biggest individual fund holder of Bank of Montreal (BMO), owning a total of 9.9 million shares. Combined, the top 46 mutual fund holders of BMO own 10.57% of the company with a total of 104.4 million shares.

In the latest ownership report on March 31st 2024, the top 46 fund holders increased their combined ownership of BMO by 4.5 million shares. 14 funds bought 4,556,098 total additional shares and increased their ownership by an average of 23.82%. However 2 funds sold 8,389 total shares and decreased their ownership by an average of 0.37%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Bank of Montreal increased by a net total of 4,547,709 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Intl Stock Index Inv1.364%0.244%9,894,39624,0362024-03-31
Vanguard Developed Markets Index Admiral0.822%0.722%5,965,90842,7642024-03-31
RBC Canadian Dividend Fund A0.773%0.000%5,610,08602024-03-31
Vanguard Instl Ttl Intl Stk Mkt Idx TrII0.660%0.547%4,789,69826,0342024-03-31
American Funds Income Fund of Amer A0.285%0.000%2,067,0452,067,0452024-03-31
Stt Strt World Dev ex US Idx SL SF Cl II0.266%0.667%1,932,69812,8002024-03-31
Vanguard FTSE Canada All Cap ETF0.215%0.939%1,562,28214,5352024-03-31
Vanguard FTSE All-Wld ex-US ETF0.199%-0.224%1,444,269-3,2392024-03-31
American Funds Capital Income Bldr A0.195%297.868%1,413,7781,058,4402024-03-31
Leith Wheeler Canadian Equity Series F0.192%18.973%1,395,840222,6002024-03-31
RBC Private Canadian Equity Pool I0.187%2.726%1,356,68136,0002024-03-31
Vanguard FTSE Canadian High Div Yld ETF0.183%1.629%1,323,69821,2172024-03-31
Blackrock ACS NA ESG Insgts Eq X1 FP Acc0.144%5.906%1,042,27858,1202024-03-31
ACS World ESG Insights Eq X1 GBP Acc0.143%0.000%1,033,71002024-03-31
PH&N Canadian Equity Underlying II F0.139%-0.508%1,008,789-5,1502024-03-31
RBC Private Canadian Dividend Pool I0.138%0.000%998,13702024-03-31
CI High Income Class A0.133%0.000%963,35502024-03-31
Fiera Capital Canadian Equity Value0.131%0.000%949,18802024-03-31
PH&N Dividend Income Fund D0.131%0.000%948,47302024-03-31
JF Canadian Equity Fund0.130%0.000%944,675944,6752024-03-31
NT Canada Index Fund - NL0.127%1.618%918,79714,6322024-03-31
RBC Canadian Equity Income F0.126%0.000%911,12202024-03-31
CC&L Fundamental Canadian Equity0.117%1.586%845,28913,2002024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Intl Stock Index Inv1.364%0.244%9,894,39624,0362024-03-31
Vanguard Developed Markets Index Admiral0.822%0.722%5,965,90842,7642024-03-31
RBC Canadian Dividend Fund A0.773%0.000%5,610,08602024-03-31
BMO Equal Weight Banks ETF0.072%16.526%5,205,353738,2352024-01-31
Vanguard Instl Ttl Intl Stk Mkt Idx TrII0.660%0.547%4,789,69826,0342024-03-31
TD Dividend Growth - I0.062%-0.362%4,508,900-16,4002023-06-30
iShares S&P/TSX 60 ETF0.491%0.000%3,558,04602024-03-29
Scotia Canadian Dividend A0.473%0.000%3,408,77302023-10-31
TD Canadian Equity - I0.043%0.000%3,106,14602023-06-30
Fidelity® Series Canada0.380%-0.204%2,738,900-5,6002023-11-30
Fidelity Series Canada0.037%-1.142%2,701,500-31,2002024-01-31
BMO Covered Call Canadian Banks ETF0.037%-12.679%2,700,903-392,1602024-01-31
iShares Core S&P/TSX Capped Compost ETF0.371%0.000%2,690,69902024-03-29
TD Monthly Income - I0.037%-1.218%2,669,300-32,9002023-06-30
Fidelity Canadian Growth Company Sr B0.366%-33.874%2,640,800-1,352,8002023-03-31
JPMorgan BetaBuilders Canada ETF0.353%0.000%2,562,60702024-03-28
BMO Dividend A0.033%11.688%2,412,826252,5002023-12-31
TD Dividend Income - I0.029%0.000%2,072,40002023-06-30
American Funds Income Fund of Amer A0.285%0.000%2,067,0452,067,0452024-03-31
Beutel Goodman Canadian Equity Class D0.027%-0.456%1,957,860-8,9702024-01-31
Stt Strt World Dev ex US Idx SL SF Cl II0.266%0.667%1,932,69812,8002024-03-31
Fidelity Canadian Disciplined Eq B0.025%39.668%1,796,944510,3642023-12-31
BMO S&P/TSX Capped Composite ETF0.024%0.842%1,750,69014,6252024-01-31
Vanguard FTSE Canada All Cap ETF0.215%0.939%1,562,28214,5352024-03-31
iProfile Canadian Equity Private Pool I0.210%6.624%1,511,78293,9142023-11-30
Vanguard FTSE All-Wld ex-US ETF0.199%-0.224%1,444,269-3,2392024-03-31
American Funds Capital Income Bldr A0.195%297.868%1,413,7781,058,4402024-03-31
Leith Wheeler Canadian Equity Series F0.192%18.973%1,395,840222,6002024-03-31
RBC Private Canadian Equity Pool I0.187%2.726%1,356,68136,0002024-03-31
Vanguard FTSE Canadian High Div Yld ETF0.183%1.629%1,323,69821,2172024-03-31
Schwab International Equity ETF™0.176%0.000%1,277,84902024-03-29
Blackrock ACS NA ESG Insgts Eq X1 FP Acc0.144%5.906%1,042,27858,1202024-03-31
ACS World ESG Insights Eq X1 GBP Acc0.143%0.000%1,033,71002024-03-31
iShares MSCI Canada ETF0.142%0.000%1,028,40202024-03-28
iShares S&P/TSX Capped Financials ETF0.141%0.000%1,025,27702024-03-29
PH&N Canadian Equity Underlying II F0.139%-0.508%1,008,789-5,1502024-03-31
RBC Private Canadian Dividend Pool I0.138%0.000%998,13702024-03-31
iShares Canadian Select Dividend ETF0.136%0.000%985,24402024-03-29
CI High Income Class A0.133%0.000%963,35502024-03-31
Fiera Capital Canadian Equity Value0.131%0.000%949,18802024-03-31
PH&N Dividend Income Fund D0.131%0.000%948,47302024-03-31
JF Canadian Equity Fund0.130%0.000%944,675944,6752024-03-31
NT Canada Index Fund - NL0.127%1.618%918,79714,6322024-03-31
RBC Canadian Equity Income F0.126%0.000%911,12202024-03-31
CC&L Fundamental Canadian Equity0.117%1.586%845,28913,2002024-03-31
iShares Core MSCI World ETF USD Acc0.111%0.000%806,52202024-03-28

Discussions

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activerunningtrade12/6/23 08:02pm

$BMO If options never existed
what do you think this stock would be trading at?

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dogefan776/8/23 03:40pm

$BMO might get a sell off today

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