Bank Of Montreal /Can/ (BMO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

550,264,550Shares Outstanding

6,341,902Shares held by institutions

$897,062,038Value of institutional holdings

57.91%Institutional ownership %

-7.65%Shares Changed QoQ

576No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Bank Of Montreal /Can/ (NYSE:BMO) currently has 576 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The collective stake of institutional investors in Bank Of Montreal moved to 57.9% in December 2025, a shift down from the 65.7% reported for September 2025.
Quarterly data indicates a -7.65% shift in institutional share volume, and the annual owner count reflects an increase of 8.88%.
The latest 13F cycle for Bank Of Montreal reveals that of 576 total investors, 257 funds grew their exposure, whereas 190 reduced theirs and 129 made no changes.
The total number of shares held by institutions in Bank Of Montreal decreased to 318.64Mn as of December 2025, a net change of down by 26.41Mn shares quarter on quarter, and down 8.86Mn shares year over year.
ROYAL BANK OF CANADA's holding of 50.09Mn shares as of December 31, 2025 makes it the primary institutional investor in Bank Of Montreal, owning 9.10% of the stock.
Among the most significant buyers of Bank Of Montreal during December 2025 were NORGES BANK (8.16Mn), 1832 Asset Management L.P. (4.08Mn), CANADA PENSION PLAN INVESTMENT BOARD (2.48Mn), MORGAN STANLEY (1.63Mn), FIL Ltd (1.25Mn).
Leading sellers of Bank Of Montreal stock in December 2025 included CANERECTOR INC (22.54Mn), ROYAL BANK OF CANADA (15.38Mn), ACADIAN ASSET MANAGEMENT LLC (1.79Mn), UBS Group AG (1.61Mn), GOLDMAN SACHS GROUP INC (1.58Mn).
The top 10 institutional holders of Bank Of Montreal for the quarter ending December 2025 included ROYAL BANK OF CANADA (50.09Mn), VANGUARD GROUP INC (33.02Mn), BANK OF MONTREAL /CAN/ (28.17Mn), TD ASSET MANAGEMENT INC (19.37Mn), CIBC WORLD MARKET INC. (12.55Mn), NATIONAL BANK OF CANADA /FI/ (11.00Mn), 1832 Asset Management L.P. (10.42Mn), FIL Ltd (9.45Mn), NORGES BANK (8.16Mn), GEODE CAPITAL MANAGEMENT, LLC (7.03Mn).

576 Institutional Holders

6,341,902 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
ROYAL BANK OF CANADA	31 Dec, 2025	50,087,971	-15,377,542	-23.49%	$6,500,919,000.00
VANGUARD GROUP INC	31 Dec, 2025	33,017,205	673,248	2.08%	$4,287,878,379.00
BANK OF MONTREAL /CAN/	31 Dec, 2025	28,165,528	-335,865	-1.18%	$3,657,868,742.00
TD ASSET MANAGEMENT INC	31 Dec, 2025	19,372,601	293,575	1.54%	$2,519,180,105.00
CIBC WORLD MARKET INC.	31 Dec, 2025	12,551,773	-643,082	-4.87%	$1,630,224,277.00
NATIONAL BANK OF CANADA /FI/	31 Dec, 2025	11,003,421	-248,736	-2.21%	$1,428,139,178.00
1832 Asset Management L.P.	31 Dec, 2025	10,417,243	4,080,743	64.40%	$1,352,053,969.00
FIL Ltd	31 Dec, 2025	9,445,162	1,245,500	15.19%	$1,226,622,073.00
NORGES BANK	31 Dec, 2025	8,156,958	8,156,958	0.00%	$1,059,319,907.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	7,030,219	442,812	6.72%	$932,242,334.00
FMR LLC	31 Dec, 2025	6,597,931	-1,500,741	-18.53%	$856,857,709.00
TORONTO DOMINION BANK	31 Dec, 2025	6,503,168	402,204	6.59%	$844,586,513.00
CANADA PENSION PLAN INVESTMENT BOARD	31 Dec, 2025	6,325,714	2,475,121	64.28%	$821,523,094.00
CIBC Asset Management Inc	31 Dec, 2025	6,237,739	-1,022,421	-14.08%	$814,500,126.00
BANK OF NOVA SCOTIA	31 Dec, 2025	5,965,369	-408,232	-6.41%	$774,680,915.00
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	31 Dec, 2025	5,419,567	0	0.00%	$704,751,281.00
Beutel, Goodman & Co Ltd.	31 Dec, 2025	4,990,717	-397,009	-7.37%	$648,983.00
Legal & General Group Plc	31 Dec, 2025	4,550,324	24,658	0.54%	$591,714,330.00
Fiera Capital Corp	31 Dec, 2025	3,981,598	14,378	0.36%	$517,250,830.00
MORGAN STANLEY	31 Dec, 2025	3,817,406	1,628,318	74.38%	$495,461,484.00

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