Bank of Montreal Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 11/14/2025 | 65.47 M | $8.53 B | -0.03% | 9.10% |
| VANGUARD GROUP INC | 11/07/2025 | 32.34 M | $4.21 B | 0.47% | 4.50% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 28.50 M | $3.71 B | 0.39% | 3.96% |
| CANERECTOR INC | 11/12/2025 | 22.67 M | $12.50 M | 18,035.00% | 3.15% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 19.08 M | $2.49 B | 10.35% | 2.65% |
| CIBC WORLD MARKET INC. | 11/06/2025 | 12.44 M | $1.62 B | -8.17% | 1.73% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 11.25 M | $1.46 B | 9.17% | 1.56% |
| MACKENZIE FINANCIAL CORP | 11/13/2025 | 9.52 M | $1.24 B | -5.33% | 1.32% |
| FIL LTD | 11/13/2025 | 8.20 M | $1.07 B | 97.00% | 1.14% |
| FMR LLC | 11/13/2025 | 8.10 M | $1.06 B | 66.87% | 1.13% |
| CIBC ASSET MANAGEMENT INC | 10/31/2025 | 7.26 M | $949.44 M | 17.30% | 1.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 6.59 M | $873.47 M | 12.76% | 0.92% |
| BANK OF NOVA SCOTIA | 11/14/2025 | 6.37 M | $830.61 M | -16.38% | 0.89% |
| 1832 ASSET MANAGEMENT L.P. | 11/14/2025 | 6.34 M | $825.33 M | -7.58% | 0.88% |
| TORONTO DOMINION BANK | 11/14/2025 | 6.10 M | $794.69 M | -15.20% | 0.85% |
| JARISLOWSKY, FRASER LTD | 10/21/2025 | 5.83 M | $760.36 M | -8.85% | 0.81% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2025 | 5.42 M | $706.37 M | 0.00% | 0.75% |
| BEUTEL, GOODMAN & CO LTD. | 11/14/2025 | 5.39 M | $702.22 M | -6.59% | 0.75% |
| ROYAL BANK OF CANADA | 11/14/2025 | 5.04 M | $656.46 M | 0.00% | 0.70% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 4.53 M | $589.86 M | 4.07% | 0.63% |
| ROYAL BANK OF CANADA | 11/14/2025 | 4.05 M | $527.51 M | 232.21% | 0.56% |
| JPMORGAN CHASE & CO | 11/26/2025 | 4.03 M | $525.45 M | -1.53% | 0.56% |
| FIERA CAPITAL CORP | 11/07/2025 | 3.97 M | $516.29 M | 2.63% | 0.55% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 3.85 M | $501.65 M | 10.26% | 0.54% |
| SCOTIA CAPITAL INC. | 11/14/2025 | 3.57 M | $462.71 M | -0.15% | 0.50% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 3.56 M | $463.35 M | 0.15% | 0.49% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 3.44 M | $448.68 M | -37.19% | 0.48% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 3.43 M | $444.58 M | 9.00% | 0.48% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11/13/2025 | 3.27 M | $426.36 M | -31.31% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.13 M | $407.51 M | -9.52% | 0.43% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 2.99 M | $389.88 M | 710.97% | 0.42% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 2.92 M | $380.82 M | -12.78% | 0.41% |
| TD WATERHOUSE CANADA INC. | 11/03/2025 | 2.38 M | $308.31 M | 4.13% | 0.33% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 2.28 M | $297.02 M | 15.48% | 0.32% |
| MORGAN STANLEY | 11/14/2025 | 2.19 M | $285.13 M | -13.57% | 0.30% |
| UBS GROUP AG | 11/13/2025 | 2.13 M | $277.09 M | 155.32% | 0.30% |
| SIG NORTH TRADING, ULC | 11/14/2025 | 2.12 M | $275.96 M | 14.65% | 0.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.95 M | $254.45 M | -3.03% | 0.27% |
| LETKO, BROSSEAU & ASSOCIATES INC | 11/12/2025 | 1.77 M | $231.33 M | -1.90% | 0.25% |
| GUARDIAN CAPITAL LP | 11/12/2025 | 1.72 M | $223.82 M | -17.57% | 0.24% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 1.63 M | $212.78 M | 12.77% | 0.23% |
| INVESCO LTD. | 11/13/2025 | 1.61 M | $209.23 M | 51.35% | 0.22% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 1.53 M | $198.69 M | -3.61% | 0.21% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 1.38 M | $179.15 M | 9.42% | 0.19% |
| NEWPORT TRUST CO | 10/31/2025 | 1.32 M | $172.18 M | -1.78% | 0.18% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 1.30 M | $168.86 M | -1.95% | 0.18% |
| FEDERATED HERMES, INC. | 11/03/2025 | 1.19 M | $154.88 M | -2.75% | 0.17% |
| MUFG SECURITIES (CANADA), LTD. | 11/12/2025 | 1.19 M | $154.45 M | -3.43% | 0.16% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 1.14 M | $147.85 M | -18.71% | 0.16% |
| OMERS ADMINISTRATION CORP | 11/14/2025 | 1.13 M | $147.67 M | 246.41% | 0.16% |
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Bank of Montreal institutional Ownership - FAQ's
During the previous two years, 845 institutional investors and hedge funds held shares of Bank of Montreal. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 65.47 M
VANGUARD GROUP INC: 32.34 M
BANK OF MONTREAL /CAN/: 28.5 M
CANERECTOR INC: 22.67 M
TD ASSET MANAGEMENT INC: 19.08 M
CIBC WORLD MARKET INC.: 12.44 M
50.57% of Bank of Montreal stock is owned by institutional investors.
Institutional investors have bought a total of 412.85 M shares in the last 24 months. This purchase volume represents approximately $53.26 B in transactions.