Bank of Montreal (BMO) Ownership

128.85 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Royal Bank of Canada is the biggest individual institutional holder of Bank of Montreal (BMO), owning a total of 57.6 million shares. Combined, the top 32 institutional holders of BMO own 46.95% of the company with a total of 336.8 million shares.

In the latest ownership report on June 30th 2025, the top 32 institutional holders decreased their combined ownership of BMO by 17 thousand shares. 5 institutions bought 6,161,434 total additional shares and increased their ownership by an average of 54.64%. However 9 institutions sold 6,178,460 total shares and decreased their ownership by an average of 6.14%.

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 -17,026 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	4.494%	3.859%	32,194,013	1,196,237	2025-06-30
TD Asset Management Inc	2.414%	-0.069%	17,289,838	-11,924	2025-06-30
CIBC World Markets Inc.	1.892%	-20.693%	13,551,901	-3,536,019	2025-06-30
NORGES BANK	1.491%	2.058%	10,679,880	215,359	2025-06-30
Mackenzie Investments	1.403%	-1.157%	10,051,692	-117,641	2025-06-30
Bank of Nova Scotia	1.064%	-9.364%	7,621,886	-787,481	2025-06-30
The Toronto-Dominion Bank	1.004%	-11.445%	7,194,153	-929,786	2025-06-30
1832 Asset Management L.P	0.957%	-1.220%	6,855,991	-84,646	2025-06-30
Jarislowsky Fraser Ltd	0.894%	-2.281%	6,400,179	-149,380	2025-06-30
CIBC Global Asset Management Inc	0.864%	-6.670%	6,189,614	-442,333	2025-06-30
Goldman Sachs Group Inc	0.766%	34.317%	5,484,837	1,401,332	2025-06-30
Caisse De Depot Et Placement Du Quebec	0.757%	0.000%	5,419,567	0	2025-06-30
FMR Inc	0.678%	-2.398%	4,853,286	-119,250	2025-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.665%	232.576%	4,764,602	3,331,968	2025-06-30
Legal & General Group PLC	0.607%	0.382%	4,348,743	16,538	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royal Bank of Canada	8.039%	-4.914%	57,581,379	-2,975,582	2025-03-31
Vanguard Group Inc	4.494%	3.859%	32,194,013	1,196,237	2025-06-30
Bank of Montreal	4.297%	3.028%	30,777,622	904,456	2025-03-31
BMO Capital Markets Corp.	4.297%	3.028%	30,777,622	904,456	2025-03-31
TD Asset Management Inc	2.414%	-0.069%	17,289,838	-11,924	2025-06-30
TD Global Investment Solutions	2.247%	1.674%	15,949,293	262,540	2022-12-31
CIBC World Markets Inc.	1.892%	-20.693%	13,551,901	-3,536,019	2025-06-30
NORGES BANK	1.491%	2.058%	10,679,880	215,359	2025-06-30
Mackenzie Investments	1.403%	-1.157%	10,051,692	-117,641	2025-06-30
Bank of Nova Scotia	1.064%	-9.364%	7,621,886	-787,481	2025-06-30
The Toronto-Dominion Bank	1.004%	-11.445%	7,194,153	-929,786	2025-06-30
1832 Asset Management L.P	0.957%	-1.220%	6,855,991	-84,646	2025-06-30
JPMorgan Chase & Co	0.912%	4.522%	6,654,328	287,902	2024-09-30
Jarislowsky Fraser Ltd	0.894%	-2.281%	6,400,179	-149,380	2025-06-30
CIBC Global Asset Management Inc	0.864%	-6.670%	6,189,614	-442,333	2025-06-30
Manufacturers Life Insurance Co	0.842%	-11.086%	6,080,113	-758,058	2025-03-31
Beutel, Goodman & Company Ltd.	0.834%	-9.732%	5,972,658	-643,956	2025-03-31
Goldman Sachs Group Inc	0.766%	34.317%	5,484,837	1,401,332	2025-06-30
Caisse De Depot Et Placement Du Quebec	0.757%	0.000%	5,419,567	0	2025-06-30
Fidelity International Ltd	0.718%	139.142%	5,187,198	3,018,115	2025-03-31
Federation des caisses Desjardins du Quebec	0.675%	-3.189%	4,927,693	-162,328	2024-12-31
Geode Capital Management, LLC	0.685%	14.086%	4,902,978	605,352	2025-03-31
FMR Inc	0.678%	-2.398%	4,853,286	-119,250	2025-06-30
British Columbia Investment Management Corp	0.665%	138.381%	4,851,629	2,816,385	2024-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.665%	232.576%	4,764,602	3,331,968	2025-06-30
Connor Clark & Lunn Inv Mgmt Ltd	0.611%	11.887%	4,453,044	473,084	2024-03-31
Bank of America Corp	0.604%	167.910%	4,406,138	2,761,503	2024-06-30
Legal & General Group PLC	0.607%	0.382%	4,348,743	16,538	2025-06-30
Dimensional Fund Advisors, Inc.	0.495%	-0.070%	3,606,334	-2,534	2024-03-31
Scotia Capital Inc	0.441%	2.081%	3,180,814	64,839	2023-09-30
Fiera Capital Corporation	0.412%	-1.812%	2,939,692	-54,241	2023-03-31
Massachusetts Financial Services Company	0.223%	3.044%	1,629,370	48,139	2024-06-30

Mutual Fund Ownership

Vanguard Total Intl Stock Index Inv is the biggest individual fund holder of Bank of Montreal (BMO), owning a total of 10.6 million shares. Combined, the top 50 mutual fund holders of BMO own 15.97% of the company with a total of 115 million shares.

In the latest ownership report on August 29th 2025, the top 50 fund holders increased their combined ownership of BMO by 18 thousand shares. 1 funds bought 21,275 total additional shares and increased their ownership by an average of 0.56%. However 1 funds sold 3,232 total shares and decreased their ownership by an average of 0.1%.

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 18,043 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares S&P/TSX 60 ETF	0.535%	0.558%	3,835,054	21,275	2025-08-29
iShares Core S&P/TSX Capped Compost ETF	0.464%	-0.097%	3,321,172	-3,232	2025-08-29
JPMorgan BetaBuilders Canada ETF	0.355%	0.000%	2,540,275	0	2025-08-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Intl Stock Index Inv	1.476%	0.029%	10,573,953	3,048	2025-07-31
Vanguard Developed Markets Index Admiral	0.929%	1.119%	6,650,640	73,582	2025-07-31
RBC Canadian Dividend Fund A	0.892%	0.000%	6,387,927	0	2025-07-31
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	0.763%	-0.073%	5,462,744	-3,982	2025-07-31
BMO Equal Weight Banks ETF	0.702%	25.946%	5,027,588	1,035,734	2025-07-31
TD Dividend Growth - I	0.612%	0.000%	4,385,600	0	2024-12-31
iShares S&P/TSX 60 ETF	0.535%	0.558%	3,835,054	21,275	2025-08-29
iShares Core S&P/TSX Capped Compost ETF	0.464%	-0.097%	3,321,172	-3,232	2025-08-29
Fidelity Series Canada	0.420%	-0.232%	3,011,600	-7,000	2025-07-31
Fidelity® Series Canada	0.380%	-0.204%	2,738,900	-5,600	2023-11-30
Fidelity Canadian Growth Company Sr B	0.366%	-33.874%	2,640,800	-1,352,800	2023-03-31
JPMorgan BetaBuilders Canada ETF	0.355%	0.000%	2,540,275	0	2025-08-29
BMO Covered Call Canadian Banks ETF	0.344%	-0.015%	2,464,461	-366	2025-07-31
BMO Dividend A	0.342%	-7.342%	2,448,526	-194,000	2025-07-31
Fidelity Canadian Disciplined Eq B	0.332%	0.136%	2,421,357	3,296	2024-06-30
Fidelity SAI Canada Equity Index	0.334%	15.455%	2,394,510	320,532	2025-07-31
BLK CDN MSCI Can IMI Ext ESG Fcs Idx A	0.315%	0.790%	2,256,769	17,693	2025-03-31
Stt Strt World Dev ex US Idx SL SF Cl I	0.313%	0.165%	2,243,986	3,700	2025-07-31
Stt Strt World Dev ex US Idx SL SF Cl II	0.294%	-0.984%	2,143,986	-21,300	2025-03-31
Scotia Canadian Dividend A	0.292%	-8.502%	2,092,100	-194,400	2025-07-31
American Funds Income Fund of Amer A	0.283%	0.000%	2,067,045	2,067,045	2024-03-31
BMO S&P/TSX Capped Composite ETF	0.288%	1.533%	2,062,745	31,142	2025-07-31
TD Monthly Income - I	0.279%	-0.446%	2,000,000	-8,955	2024-12-31
Vanguard FTSE Canada All Cap ETF	0.276%	1.523%	1,978,808	29,687	2025-07-31
Beutel Goodman Canadian Equity Class D	0.272%	-3.967%	1,976,450	-81,640	2025-01-31
TD Canadian Equity - I	0.272%	36.569%	1,949,446	522,000	2024-12-31
TD Canadian Equity Fund	0.266%	0.000%	1,920,146	0	2025-06-30
TD Dividend Income - I	0.239%	0.000%	1,741,164	0	2024-06-30
iProfile Canadian Equity Private Pool I	0.200%	-4.006%	1,455,156	-60,730	2024-05-31
Vanguard FTSE Canadian High Div Yld ETF	0.197%	1.502%	1,436,527	21,256	2024-08-31
RBC Private Canadian Equity Pool I	0.197%	1.308%	1,435,973	18,539	2024-08-31
Vanguard FTSE All-Wld ex-US ETF	0.196%	0.000%	1,428,346	0	2024-07-31
American Funds Capital Income Bldr A	0.195%	297.868%	1,413,778	1,058,440	2024-03-31
Leith Wheeler Canadian Equity Series F	0.193%	0.117%	1,397,470	1,630	2024-04-30
Schwab International Equity ETF™	0.176%	0.000%	1,277,849	0	2024-03-29
Blackrock ACS NA ESG Insgts Eq X1 FP Acc	0.144%	5.906%	1,042,278	58,120	2024-03-31
ACS World ESG Insights Eq X1 GBP Acc	0.143%	0.000%	1,033,710	0	2024-03-31
iShares MSCI Canada ETF	0.142%	0.000%	1,028,402	0	2024-03-28
iShares S&P/TSX Capped Financials ETF	0.141%	0.000%	1,025,277	0	2024-03-29
PH&N Canadian Equity Underlying II F	0.139%	-0.508%	1,008,789	-5,150	2024-03-31
RBC Private Canadian Dividend Pool I	0.138%	0.000%	998,137	0	2024-03-31
iShares Canadian Select Dividend ETF	0.136%	0.000%	985,244	0	2024-03-29
CI High Income Class A	0.133%	0.000%	963,355	0	2024-03-31
Fiera Capital Canadian Equity Value	0.131%	0.000%	949,188	0	2024-03-31
PH&N Dividend Income Fund D	0.131%	0.000%	948,473	0	2024-03-31
JF Canadian Equity Fund	0.130%	0.000%	944,675	944,675	2024-03-31
NT Canada Index Fund - NL	0.127%	1.618%	918,797	14,632	2024-03-31
RBC Canadian Equity Income F	0.126%	0.000%	911,122	0	2024-03-31
CC&L Fundamental Canadian Equity	0.117%	1.586%	845,289	13,200	2024-03-31
iShares Core MSCI World ETF USD Acc	0.111%	0.000%	806,522	0	2024-03-28