Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 08/14/2026 | 52.17 M | $9.22 B | -0.82% | 10.46% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 28.13 M | $4.97 B | 0.47% | 5.64% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 20.48 M | $3.62 B | 0.96% | 4.11% |
| TD ASSET MANAGEMENT INC | 08/04/2026 | 15.23 M | $2.69 B | -20.19% | 3.06% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 12.41 M | $2.19 B | -5.88% | 2.49% |
| FIL LTD | 08/13/2026 | 12.33 M | $2.18 B | 7.26% | 2.47% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 10.41 M | $1.84 B | -3.30% | 2.09% |
| FMR LLC | 08/13/2026 | 9.53 M | $1.68 B | 30.63% | 1.91% |
| 1832 ASSET MANAGEMENT L.P. | 08/13/2026 | 9.30 M | $1.64 B | -3.08% | 1.87% |
| NORGES BANK | 08/12/2026 | 8.80 M | $1.55 B | 100.00% | 1.76% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 8.55 M | $2.14 B | -0.40% | 1.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 7.97 M | $1.46 B | 9.05% | 1.60% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 7.26 M | $1.28 B | 16.31% | 1.46% |
| CIBC ASSET MANAGEMENT INC | 08/03/2026 | 6.75 M | $1.20 B | -0.48% | 1.35% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 6.35 M | $1.13 B | 1.98% | 1.27% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 6.26 M | $1.11 B | 0.47% | 1.26% |
| TORONTO DOMINION BANK | 08/14/2026 | 5.63 M | $994.54 M | -9.11% | 1.13% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 5.43 M | $959.07 M | 8.87% | 1.09% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 08/14/2026 | 5.42 M | $957.55 M | 0.00% | 1.09% |
| BANK OF NOVA SCOTIA | 08/12/2026 | 5.21 M | $920.00 M | 3.44% | 1.04% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 4.21 M | $744.21 M | -8.49% | 0.84% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 4.17 M | $737.11 M | 19.42% | 0.84% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 3.84 M | $677.07 M | 83.67% | 0.77% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 3.66 M | $646.60 M | -0.79% | 0.73% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 3.37 M | $593.74 M | -15.62% | 0.68% |
| SCOTIA CAPITAL INC. | 08/11/2026 | 3.33 M | $587.79 M | -3.67% | 0.67% |
| FIERA CAPITAL CORP | 08/07/2026 | 3.21 M | $567.09 M | -7.81% | 0.64% |
| JPMORGAN CHASE & CO | 08/12/2026 | 3.15 M | $553.86 M | -17.56% | 0.63% |
| MORGAN STANLEY | 08/13/2026 | 2.90 M | $512.87 M | 31.72% | 0.58% |
| BEUTEL, GOODMAN & CO LTD. | 08/12/2026 | 2.70 M | $476.27 M | -13.10% | 0.54% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.55 M | $449.86 M | -1.66% | 0.51% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 2.08 M | $367.56 M | 3.81% | 0.42% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 2.08 M | $367.56 M | 100.00% | 0.42% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 1.92 M | $338.88 M | 10.41% | 0.39% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 2.36 M | $416.64 M | -2.99% | 0.32% |
| VANGUARD ASSET MANAGEMENT, LTD | 08/13/2026 | 1.60 M | $282.96 M | 11.93% | 0.32% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.54 M | $272.12 M | -68.51% | 0.31% |
| BESSEMER GROUP INC | 08/12/2026 | 1.47 M | $259.32 M | 3,406.41% | 0.29% |
| LETKO, BROSSEAU & ASSOCIATES INC | 08/13/2026 | 1.43 M | $252.09 M | -9.70% | 0.29% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 1.33 M | $235.79 M | 2.45% | 0.27% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 1.30 M | $324.84 M | -3.72% | 0.26% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP | 08/13/2026 | 1.27 M | $224.51 M | 43.25% | 0.26% |
| NEWPORT TRUST COMPANY, LLC | 08/13/2026 | 1.26 M | $222.63 M | -2.89% | 0.25% |
| OMERS ADMINISTRATION CORP | 08/13/2026 | 1.23 M | $217.45 M | 0.82% | 0.25% |
| AMUNDI | 08/11/2026 | 1.22 M | $217.82 M | 10.02% | 0.24% |
| INVESCO LTD. | 08/14/2026 | 1.20 M | $212.72 M | -29.44% | 0.24% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 1.20 M | $211.59 M | 0.20% | 0.24% |
| SIG NORTH TRADING, ULC | 08/14/2026 | 1.18 M | $208.79 M | -29.33% | 0.24% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 1.18 M | $207.88 M | 5.54% | 0.24% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 1.15 M | $202.46 M | 1.91% | 0.23% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Bank of Montreal institutional Ownership - FAQ's
During the previous two years, 987 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
MACKENZIE FINANCIAL CORP: 8.28 M
TD Waterhouse Canada Inc.: 6.37 M
DIMENSIONAL FUND ADVISORS LP: 3.49 M
Beutel, Goodman & Co Ltd.: 2.47 M
Cardinal Capital Management, Inc.: 983,830
Addenda Capital Inc.: 534,853
45.94% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 418.59 M shares in the last 24 months. This purchase volume represents approximately $59.44 B in transactions.