BANK OF MONTREAL /CAN/ - Common Stock (BMO)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BMO on NYSE
Shares outstanding
725,916,118
Price per share
$129.79
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
341,122,037
Total reported value
$44,509,487,060
% of total 13F portfolios
0.02%
Share change
-6,555,484
Value change
-$638,769,474
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
568
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BANK OF MONTREAL /CAN/ - Common Stock (BMO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 5.1% +2% $4,095,713,105 +$75,577,548 37,021,722 +1.9% BlackRock, Inc. 30 Jun 2025
As of 30 Sep 2025, BANK OF MONTREAL /CAN/ - Common Stock (BMO) has 568 institutional shareholders filing 13F forms. They hold 341,122,037 shares. of 725,916,118 outstanding shares (47%) .

Top 25 institutional shareholders own 38% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
ROYAL BANK OF CANADA 9% 65,465,513 -0.03% 1.5% $8,526,884,000
VANGUARD GROUP INC 4.5% 32,343,957 +0.47% 0.06% $4,214,676,350
BANK OF MONTREAL /CAN/ 3.9% 28,501,393 +0.39% 1.6% $3,713,142,328
TD Asset Management Inc 2.6% 19,079,026 +10% 2% $2,486,690,647
CIBC WORLD MARKET INC. 1.7% 12,444,855 -8.2% 3.4% $1,621,317,855
NATIONAL BANK OF CANADA /FI/ 1.6% 11,252,157 +9.2% 1.7% $1,463,319,931
MACKENZIE FINANCIAL CORP 1.3% 9,516,315 -5.3% 1.5% $1,239,787,159
FIL Ltd 1.1% 8,199,662 +97% 0.84% $1,068,483,656
FMR LLC 1.1% 8,098,672 +67% 0.05% $1,055,323,223
CIBC Asset Management Inc 1% 7,260,160 +17% 2.7% $949,440,592
GEODE CAPITAL MANAGEMENT, LLC 0.91% 6,587,407 +13% 0.06% $873,471,895
BANK OF NOVA SCOTIA 0.88% 6,373,601 -16% 1.5% $830,609,953
1832 Asset Management L.P. 0.87% 6,336,500 -7.6% 1.4% $825,329,125
TORONTO DOMINION BANK 0.84% 6,100,964 -15% 1.5% $794,688,090
JARISLOWSKY, FRASER Ltd 0.8% 5,833,830 -8.8% 4.2% $760,360,119
Caisse de depot et placement du Quebec 0.75% 5,419,567 0% 1.3% $706,366,583
Beutel, Goodman & Co Ltd. 0.74% 5,387,726 -6.6% 4.2% $702,215,000
Legal & General Group Plc 0.62% 4,525,666 +4.1% 0.13% $589,860,893
JPMORGAN CHASE & CO 0.56% 4,034,186 -1.5% 0.03% $525,452,867
Fiera Capital Corp 0.55% 3,967,220 +2.6% 1.7% $516,291,432
CANADA PENSION PLAN INVESTMENT BOARD 0.53% 3,850,593 +10% 0.35% $501,652,676
SCOTIA CAPITAL INC. 0.49% 3,571,761 -0.15% 2% $462,708,273
DIMENSIONAL FUND ADVISORS LP 0.49% 3,557,466 +0.15% 0.1% $463,353,619
GOLDMAN SACHS GROUP INC 0.47% 3,444,760 -37% 0.06% $448,679,947
Federation des caisses Desjardins du Quebec 0.47% 3,428,018 +9% 1.7% $444,584,013

Institutional Holders of BANK OF MONTREAL /CAN/ - Common Stock (BMO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 646,423 $84,249,567 -$6,534,023 12,979% 24
2025 Q3 341,122,037 $44,509,487,060 -$638,769,474 13,025% 568
2025 Q2 347,623,907 $38,546,652,795 +$1,455,469,688 11,063% 556
2025 Q1 334,144,362 $31,951,251,899 -$685,727,870 9,551% 548
2024 Q4 342,230,366 $33,217,768,043 +$521,874,318 9,705% 524
2024 Q3 336,978,807 $30,430,759,630 -$1,093,141,367 9,020% 463
2024 Q2 349,218,404 $29,314,654,101 -$22,022,868 8,385.01% 466
2024 Q1 341,294,530 $33,247,652,413 +$96,833,002 9,768% 482
2023 Q4 340,195,484 $33,708,611,983 +$576,197,680 9,894% 480
2023 Q3 334,025,665 $28,229,132,084 +$658,836,654 8,437% 447
2023 Q2 325,695,752 $29,423,662,690 +$276,387,832 9,031% 458
2023 Q1 322,710,562 $28,747,050,114 +$172,404,867 8,911% 459
2022 Q4 320,765,103 $29,071,015,840 +$1,970,758,112 9,060% 460
2022 Q3 297,601,769 $26,143,944,503 +$512,888,826 8,764.66% 439
2022 Q2 291,055,950 $27,993,887,021 +$665,499,733 9,616.37% 468
2022 Q1 284,939,000 $33,584,176,863 +$2,243,756,332 11,795.9% 489
2021 Q4 265,898,444 $28,668,153,570 -$730,411,811 10,772% 469
2021 Q3 269,958,968 $26,968,206,243 +$81,961,661 9,973.04% 443
2021 Q2 269,303,433 $27,633,246,046 +$106,627,161 10,255.93% 429
2021 Q1 264,526,749 $23,616,783,851 -$227,675,187 8,912% 392
2020 Q4 270,559,230 $20,604,909,023 +$911,358,457 7,602.28% 389
2020 Q3 263,526,090 $15,418,619,050 +$655,550,102 5,841% 337
2020 Q2 248,429,741 $13,159,103,714 -$1,126,007,592 5,305.02% 359
2020 Q1 270,514,714 $13,533,923,888 +$132,260,950 5,025.83% 372
2019 Q4 266,461,199 $20,643,631,476 -$835,394,450 7,750.09% 423
2019 Q3 274,815,792 $20,261,212,080 +$228,997,496 7,374.43% 414
2019 Q2 269,784,790 $20,336,347,623 -$483,269,360 7,545.31% 429
2019 Q1 276,509,397 $20,693,488,020 -$421,429,754 7,482.31% 437
2018 Q4 282,402,219 $18,448,980,588 -$477,788,306 6,534.72% 419
2018 Q3 288,838,297 $23,835,767,160 +$392,113,275 8,251.44% 435
2018 Q2 284,272,166 $21,960,876,242 -$319,871,483 7,725.98% 422
2018 Q1 281,952,430 $21,290,148,067 -$36,105,681 7,556.59% 411
2017 Q4 282,452,706 $22,625,755,499 +$747,779,078 8,002.02% 414
2017 Q3 281,863,489 $21,309,772,156 +$69,922,952 7,570.5% 380
2017 Q2 280,730,606 $20,598,068,997 -$2,382,843,670 7,343.73% 380
2017 Q1 313,512,389 $23,408,498,642 +$68,225,699 7,477.73% 402
2016 Q4 310,993,734 $22,282,850,198 -$22,214,153 7,192% 384
2016 Q3 310,976,898 $20,365,397,690 +$57,145,600 6,556.56% 361
2016 Q2 310,334,772 $19,646,825,889 +$572,394,537 6,338.89% 362
2016 Q1 298,724,203 $18,154,991,259 -$412,932,202 6,069.21% 346
2015 Q4 309,630,608 $17,454,568,124 +$62,876,493 5,641.63% 339
2015 Q3 308,458,697 $16,805,817,540 +$165,703,473 5,454.49% 334
2015 Q2 304,489,758 $18,050,428,689 -$224,380,907 5,928% 337
2015 Q1 310,604,864 $18,618,193,287 +$221,504,421 5,996.59% 336
2014 Q4 310,912,331 $22,085,685,676 +$318,127,645 7,073.03% 365
2014 Q3 304,274,916 $22,444,332,356 +$388,500,915 7,362% 352
2014 Q2 299,620,666 $22,106,153,861 +$135,944,550 7,359.77% 357
2014 Q1 297,314,758 $19,971,360,865 +$242,197,765 6,700.8% 346