Bank of Montreal (BMO) Ownership

95.01 ↓0.42 (-0.44%)

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 60.6 million shares. Combined, the top 32 institutional holders of BMO own 49.55% of the company with a total of 361.1 million shares.

In the latest ownership report on December 31st 2024, the top 32 institutional holders increased their combined ownership of BMO by 22.1 million shares. 14 institutions bought 31,158,778 total additional shares and increased their ownership by an average of 20.06%. However 5 institutions sold 9,019,463 total shares and decreased their ownership by an average of 14.77%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Bank of Montreal increased by a net total of 22,139,315 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royal Bank of Canada	8.296%	9.457%	60,556,961	5,231,841	2024-12-31
Vanguard Group Inc	4.178%	1.928%	30,494,749	576,744	2024-12-31
Bank of Montreal	4.093%	7.874%	29,873,166	2,180,554	2024-12-31
BMO Capital Markets Corp.	4.093%	7.874%	29,873,166	2,180,554	2024-12-31
Mackenzie Investments	3.347%	130.817%	24,431,256	13,846,590	2024-12-31
TD Asset Management Inc	2.413%	2.843%	17,615,141	486,984	2024-12-31
CIBC World Markets Inc.	2.248%	2.603%	16,411,822	416,375	2024-12-31
NORGES BANK	1.434%	21.174%	10,464,521	1,828,582	2024-12-31
Bank of Nova Scotia	1.220%	-36.487%	8,907,412	-5,117,079	2024-12-31
The Toronto-Dominion Bank	1.165%	-28.022%	8,502,265	-3,310,088	2024-12-31
1832 Asset Management L.P	1.013%	-2.287%	7,392,006	-173,039	2024-12-31
Manufacturers Life Insurance Co	0.937%	42.661%	6,838,171	2,044,862	2024-12-31
Jarislowsky Fraser Ltd	0.920%	6.785%	6,711,773	426,442	2024-12-31
Beutel, Goodman & Company Ltd.	0.906%	11.911%	6,616,614	704,197	2024-12-31
CIBC Global Asset Management Inc	0.873%	-3.876%	6,371,405	-256,929	2024-12-31
Caisse De Depot Et Placement Du Quebec	0.743%	0.000%	5,419,567	0	2024-12-31
FMR Inc	0.714%	3.204%	5,208,431	161,710	2024-12-31
Federation des caisses Desjardins du Quebec	0.675%	-3.189%	4,927,693	-162,328	2024-12-31
Geode Capital Management, LLC	0.589%	29.375%	4,297,626	975,777	2024-12-31
Legal & General Group PLC	0.582%	2.353%	4,244,870	97,566	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Royal Bank of Canada	8.296%	9.457%	60,556,961	5,231,841	2024-12-31
Vanguard Group Inc	4.178%	1.928%	30,494,749	576,744	2024-12-31
Bank of Montreal	4.093%	7.874%	29,873,166	2,180,554	2024-12-31
BMO Capital Markets Corp.	4.093%	7.874%	29,873,166	2,180,554	2024-12-31
Mackenzie Investments	3.347%	130.817%	24,431,256	13,846,590	2024-12-31
TD Asset Management Inc	2.413%	2.843%	17,615,141	486,984	2024-12-31
CIBC World Markets Inc.	2.248%	2.603%	16,411,822	416,375	2024-12-31
TD Global Investment Solutions	2.247%	1.674%	15,949,293	262,540	2022-12-31
NORGES BANK	1.434%	21.174%	10,464,521	1,828,582	2024-12-31
Fidelity International Ltd	1.309%	-3.268%	9,550,708	-322,627	2024-06-30
Bank of Nova Scotia	1.220%	-36.487%	8,907,412	-5,117,079	2024-12-31
The Toronto-Dominion Bank	1.165%	-28.022%	8,502,265	-3,310,088	2024-12-31
1832 Asset Management L.P	1.013%	-2.287%	7,392,006	-173,039	2024-12-31
Manufacturers Life Insurance Co	0.937%	42.661%	6,838,171	2,044,862	2024-12-31
Jarislowsky Fraser Ltd	0.920%	6.785%	6,711,773	426,442	2024-12-31
JPMorgan Chase & Co	0.912%	4.522%	6,654,328	287,902	2024-09-30
Beutel, Goodman & Company Ltd.	0.906%	11.911%	6,616,614	704,197	2024-12-31
CIBC Global Asset Management Inc	0.873%	-3.876%	6,371,405	-256,929	2024-12-31
Caisse De Depot Et Placement Du Quebec	0.743%	0.000%	5,419,567	0	2024-12-31
FMR Inc	0.714%	3.204%	5,208,431	161,710	2024-12-31
Federation des caisses Desjardins du Quebec	0.675%	-3.189%	4,927,693	-162,328	2024-12-31
British Columbia Investment Management Corp	0.665%	138.381%	4,851,629	2,816,385	2024-06-30
Goldman Sachs Group Inc	0.618%	-18.465%	4,503,324	-1,019,866	2024-03-31
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
Geode Capital Management, LLC	0.589%	29.375%	4,297,626	975,777	2024-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.582%	261.614%	4,249,552	3,074,389	2024-09-30
Legal & General Group PLC	0.582%	2.353%	4,244,870	97,566	2024-12-31
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 10.2 million shares. Combined, the top 49 mutual fund holders of BMO own 15.51% of the company with a total of 113 million shares.

In the latest ownership report on March 31st 2025, the top 49 fund holders increased their combined ownership of BMO by 35 thousand shares. 2 funds bought 86,453 total additional shares and increased their ownership by an average of 0.95%. However 1 funds sold 51,570 total shares and decreased their ownership by an average of 1.28%.

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 34,883 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
RBC Canadian Dividend Fund A	0.866%	1.100%	6,317,851	68,760	2025-03-31
iShares S&P/TSX 60 ETF	0.547%	-1.276%	3,989,972	-51,570	2025-03-31
iShares Core S&P/TSX Capped Compost ETF	0.420%	0.000%	3,066,016	0	2025-03-31
JPMorgan BetaBuilders Canada ETF	0.351%	0.000%	2,562,268	0	2025-03-31
BLK CDN MSCI Can IMI Ext ESG Fcs Idx A	0.309%	0.790%	2,256,769	17,693	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Intl Stock Index Inv	1.398%	0.175%	10,204,534	17,848	2025-02-28
Vanguard Developed Markets Index Admiral	0.867%	0.189%	6,325,847	11,903	2025-02-28
RBC Canadian Dividend Fund A	0.866%	1.100%	6,317,851	68,760	2025-03-31
BMO Equal Weight Banks ETF	0.830%	14.479%	6,058,523	766,260	2025-02-28
Vanguard Instl Ttl Intl Stk Mkt Idx TrII	0.723%	1.080%	5,274,860	56,379	2025-02-28
TD Dividend Growth - I	0.601%	0.000%	4,385,600	0	2024-12-31
iShares S&P/TSX 60 ETF	0.547%	-1.276%	3,989,972	-51,570	2025-03-31
Fidelity Series Canada	0.433%	-1.242%	3,157,800	-39,700	2025-02-28
iShares Core S&P/TSX Capped Compost ETF	0.420%	0.000%	3,066,016	0	2025-03-31
BMO Covered Call Canadian Banks ETF	0.391%	-1.637%	2,855,902	-47,522	2025-02-28
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	0.351%	0.000%	2,562,268	0	2025-03-31
Fidelity Canadian Disciplined Eq B	0.332%	0.136%	2,421,357	3,296	2024-06-30
BMO Dividend A	0.328%	0.000%	2,391,326	0	2025-02-28
Scotia Canadian Dividend A	0.313%	0.000%	2,286,500	0	2025-02-28
BLK CDN MSCI Can IMI Ext ESG Fcs Idx A	0.309%	0.790%	2,256,769	17,693	2025-03-31
Stt Strt World Dev ex US Idx SL SF Cl II	0.298%	0.306%	2,165,286	6,600	2025-02-28
Stt Strt World Dev ex US Idx SL SF Cl I	0.297%	0.306%	2,165,286	6,600	2025-02-28
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	0.281%	2.249%	2,052,138	45,144	2025-02-28
TD Monthly Income - I	0.274%	-0.446%	2,000,000	-8,955	2024-12-31
Beutel Goodman Canadian Equity Class D	0.272%	-3.967%	1,976,450	-81,640	2025-01-31
TD Canadian Equity - I	0.267%	36.569%	1,949,446	522,000	2024-12-31
TD Canadian Equity Fund	0.267%	38.845%	1,949,446	545,400	2024-12-31
TD Dividend Income - I	0.239%	0.000%	1,741,164	0	2024-06-30
Vanguard FTSE Canada All Cap ETF	0.238%	1.365%	1,738,084	23,411	2024-11-30
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