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 $37.8 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
|
$364 Million
1.62% of portfolio
|
Q1 2025
Reduced 34.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,647,317
shares
|
$299 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
|
$265 Million
1.83% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Guardian Capital LP
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,064,127
shares
|
$233 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
|
$219 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
|
$218 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
|
$206 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
|
$192 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
|
$179 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
|
$178 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
|
$162 Million
0.31% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
1,415,864
shares
|
$160 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
|
$157 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Newport Trust CO
Washington, DC |
May 14, 2025 Q1 2025 |
1,354,442
shares
|
$153 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
1,229,335
shares
|
$139 Million
0.12% of portfolio
|
Q1 2024
Reduced 2.44%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
1,197,775
shares
|
$135 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
|
$126 Million
3.7% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Cardinal Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
1,106,867
shares
|
$125 Million
5.05% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,079,549
shares
|
$122 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,041,732
shares
|
$118 Million
4.91% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,012,257
shares
|
$114 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
|
$113 Million
0.03% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
705,409
shares
|
$79.7 Million
0.01% of portfolio
|
Q1 2025
Added 159.61%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
701,964
shares
|
$79.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Addenda Capital Inc.
|
Apr 09, 2025 Q1 2025 |
692,967
shares
|
$78.3 Million
3.49% of portfolio
|
Q1 2025
Reduced 8.89%
|