Institutional Ownership Bank Of Montreal (BMO)
This table provides information about the institutional ownership of Bank Of Montreal (BMO). We have compiled data on the 630 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $34.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
3,220,279
shares
|
$333 Million
1.62% of portfolio
|
Q1 2025
Reduced 34.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,647,317
shares
|
$274 Million
0.02% of portfolio
|
Q1 2025
Added 72.55%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,345,069
shares
|
$243 Million
1.83% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Guardian Capital LP
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,064,127
shares
|
$214 Million
8.51% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,941,007
shares
|
$201 Million
0.04% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
1,930,906
shares
|
$200 Million
0.87% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
May 08, 2025 Q1 2025 |
1,826,599
shares
|
$189 Million
3.79% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
1,700,523
shares
|
$176 Million
1.25% of portfolio
|
Q1 2025
Added 22.16%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
1,585,114
shares
|
$164 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,579,064
shares
|
$163 Million
0.05% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,432,634
shares
|
$148 Million
0.31% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
1,415,864
shares
|
$147 Million
1.17% of portfolio
|
Q3 2022
Reduced 7.82%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,392,883
shares
|
$144 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Newport Trust CO
Washington, DC |
May 14, 2025 Q1 2025 |
1,354,442
shares
|
$140 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,229,335
shares
|
$127 Million
0.12% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
1,197,775
shares
|
$124 Million
0.26% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Mufg Securities (Canada), Ltd.
New York, NY |
May 09, 2025 Q1 2025 |
1,112,032
shares
|
$115 Million
3.7% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Cardinal Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
1,108,517
shares
|
$115 Million
4.61% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,079,549
shares
|
$112 Million
0.04% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,041,732
shares
|
$108 Million
4.91% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,012,257
shares
|
$105 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
1,002,463
shares
|
$104 Million
0.03% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
705,409
shares
|
$73 Million
0.01% of portfolio
|
Q1 2025
Added 159.61%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
701,964
shares
|
$72.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
692,967
shares
|
$71.7 Million
3.49% of portfolio
|
Q1 2025
Reduced 8.89%
|