Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 05/15/2026 | 52.60 M | $7.12 B | 5.01% | 7.16% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 28.00 M | $3.79 B | -0.60% | 3.81% |
| 05/15/2026 | 20.28 M | $2.75 B | 100.00% | 2.76% | |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 19.09 M | $2.58 B | -1.48% | 2.60% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 13.19 M | $1.79 B | 5.05% | 1.80% |
| FIL LTD | 05/15/2026 | 11.49 M | $1.56 B | 21.69% | 1.56% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 10.76 M | $1.45 B | -2.21% | 1.47% |
| 1832 ASSET MANAGEMENT L.P. | 05/14/2026 | 9.60 M | $1.30 B | -7.85% | 1.31% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 8.58 M | $1.16 B | -7.65% | 1.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 7.31 M | $1.02 B | 4.01% | 1.00% |
| FMR LLC | 05/15/2026 | 7.29 M | $987.84 M | 10.54% | 0.99% |
| CIBC ASSET MANAGEMENT INC | 05/12/2026 | 6.78 M | $920.48 M | 8.70% | 0.92% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 6.24 M | $845.20 M | -1.37% | 0.85% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 6.24 M | $844.61 M | 100.00% | 0.85% |
| TD WATERHOUSE CANADA INC. | 05/12/2026 | 6.23 M | $848.62 M | 168.82% | 0.85% |
| TORONTO DOMINION BANK | 05/15/2026 | 6.20 M | $839.53 M | -4.70% | 0.84% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 05/14/2026 | 5.42 M | $731.72 M | 0.00% | 0.74% |
| BANK OF NOVA SCOTIA | 05/14/2026 | 5.03 M | $681.46 M | -15.64% | 0.69% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 4.98 M | $675.11 M | 100.00% | 0.68% |
| ROYAL BANK OF CANADA | 05/15/2026 | 4.89 M | $661.81 M | -14.51% | 0.67% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 4.60 M | $621.49 M | 1.16% | 0.63% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 4.00 M | $536.92 M | 18.39% | 0.54% |
| JPMORGAN CHASE & CO | 05/13/2026 | 3.82 M | $501.98 M | 15.71% | 0.52% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.69 M | $499.19 M | 2.78% | 0.50% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 3.50 M | $473.31 M | 6.98% | 0.48% |
| FIERA CAPITAL CORP | 05/12/2026 | 3.49 M | $471.44 M | -12.43% | 0.47% |
| SCOTIA CAPITAL INC. | 05/13/2026 | 3.46 M | $466.05 M | -3.25% | 0.47% |
| BEUTEL, GOODMAN & CO LTD. | 05/15/2026 | 3.10 M | $418.80 M | -37.85% | 0.42% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.59 M | $350.37 M | 38.94% | 0.35% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 2.43 M | $329.49 M | -13.19% | 0.33% |
| MORGAN STANLEY | 05/15/2026 | 2.20 M | $298.24 M | -42.27% | 0.30% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 2.09 M | $283.19 M | 1.01% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 2.00 M | $270.57 M | 1.82% | 0.27% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 1.74 M | $235.39 M | -4.92% | 0.24% |
| INVESCO LTD. | 05/12/2026 | 1.71 M | $230.93 M | 8.25% | 0.23% |
| SIG NORTH TRADING, ULC | 05/15/2026 | 1.67 M | $226.27 M | -24.50% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.63 M | $220.78 M | -32.09% | 0.22% |
| LETKO, BROSSEAU & ASSOCIATES INC | 05/12/2026 | 1.58 M | $213.33 M | -5.63% | 0.22% |
| BARCLAYS PLC | 05/15/2026 | 1.58 M | $213.80 M | 5,376.42% | 0.22% |
| VANGUARD ASSET MANAGEMENT, LTD | 05/08/2026 | 1.43 M | $193.73 M | 100.00% | 0.19% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 1.35 M | $253.53 M | -11.21% | 0.18% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1.30 M | $176.29 M | -10.21% | 0.18% |
| NEWPORT TRUST CO | 05/14/2026 | 1.30 M | $175.59 M | -1.36% | 0.18% |
| OMERS ADMINISTRATION CORP | 05/15/2026 | 1.22 M | $164.81 M | -1.89% | 0.17% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 1.20 M | $161.37 M | -0.56% | 0.16% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 1.13 M | $151.99 M | -4.47% | 0.15% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 1.12 M | $151.12 M | 184.98% | 0.15% |
| AMUNDI | 05/18/2026 | 1.11 M | $151.69 M | -14.29% | 0.15% |
| TORONTO DOMINION BANK | 05/15/2026 | 1.10 M | $149.22 M | 18.09% | 0.15% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.06 M | $143.33 M | 98.43% | 0.14% |
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Bank of Montreal institutional Ownership - FAQ's
During the previous two years, 883 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 52.6 M
BANK OF MONTREAL /CAN/: 28 M
TD ASSET MANAGEMENT INC: 19.09 M
CIBC WORLD MARKET INC.: 13.19 M
FIL Ltd: 11.49 M
NATIONAL BANK OF CANADA /FI/: 10.76 M
44.57% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 391.02 M shares in the last 24 months. This purchase volume represents approximately $55.52 B in transactions.