MetaCap

Who Owns Bank Of Montreal Stock?

NYSE: BMOFinanceCommercial BanksUSD

162.32+1.62 (+1.01%)

Market open · Delayed 15 min · as of Oct 9, 3:31 PM ET

Ownership breakdown

Held by institutions
54.63%
Institutional holders
1,017
  • Institutions 54.6%
  • Insiders 0.0%
  • Public and other 45.3%

Who owns Bank Of Montreal stock?

Institutional investors own about 54.6% of Bank Of Montreal's shares, spread across 1,017 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.03% of BMO.

The largest institutional holders are Royal Bank of Canada (7.51%), Bank of Montreal /CAN/ (4.05%) and Vanguard Capital Management LLC (2.95%). Together, the top 10 institutions control 25.7% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their BMO positions and 5 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of BMO

Bank Of Montreal top institutional holders
InstitutionShares% HeldChange
Royal Bank of Canada52.17M7.51%-0.8%
Bank of Montreal /CAN/28.13M4.05%+0.5%
Vanguard Capital Management LLC20.48M2.95%+1.0%
TD Asset Management, Inc15.23M2.19%-20.2%
CIBC World Market, Inc.12.41M1.79%-5.9%
FIL LTD12.33M1.77%+7.3%
National Bank of Canada/FI/10.41M1.50%-3.3%
FMR, LLC9.53M1.37%+30.6%
1832 Asset Management L.P.9.30M1.34%-3.1%
NORGES BANK8.80M1.27%+7.8%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of BMO

Bank Of Montreal top fund holders
FundShares% Held
VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund10.41M1.50%
VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund6.91M0.99%
Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund3.66M0.53%
Fidelity Investment Trust-Fidelity Series Canada Fund3.22M0.46%
J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF2.51M0.36%
VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.1.68M0.24%
SCHWAB STRATEGIC TRUST-Schwab International Equity ETF1.58M0.23%
iShares, Inc.-iShares MSCI Canada ETF1.48M0.21%
Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund1.37M0.20%
DFA INVESTMENT TRUST CO-The DFA International Value Series1.26M0.18%

Frequently asked questions

Who is the largest shareholder of Bank Of Montreal?

Royal Bank of Canada is the largest institutional shareholder of BMO, owning 7.51% of shares outstanding (52.17M shares) as of its latest 13F filing.

What percentage of Bank Of Montreal is owned by institutions?

Institutions own about 54.6% of BMO shares and 54.6% of the public float.

How much of Bank Of Montreal do insiders own?

Insiders, such as officers and directors, own about 0.03% of BMO shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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