| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 5.1% | +2% | $3,756,223,914 | +$69,313,008 | 37,021,722 | +1.9% | BlackRock, Inc. | 30 Jun 2025 |
As of 30 Sep 2025, 568 institutional investors reported holding 341,122,037 shares of BANK OF MONTREAL /CAN/ - Common Stock (BMO). This represents 47% of the company’s total 725,916,118 outstanding shares.
The largest institutional shareholders of BANK OF MONTREAL /CAN/ - Common Stock (BMO) together control 38% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | 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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 951,337 | $126,065,283 | -$8,902,803 | $129.79 | 34 |
| 2025 Q3 | 341,122,037 | $44,509,487,060 | -$638,768,924 | $130.25 | 568 |
| 2025 Q2 | 347,623,907 | $38,546,652,795 | +$1,455,469,546 | $110.63 | 556 |
| 2025 Q1 | 334,050,749 | $31,942,309,444 | -$687,779,602 | $95.51 | 544 |
| 2024 Q4 | 342,146,044 | $33,209,445,158 | +$1,528,809,613 | $97.05 | 516 |
| 2024 Q3 | 326,492,933 | $29,484,676,529 | -$2,096,091,143 | $90.20 | 464 |
| 2024 Q2 | 349,681,717 | $29,353,554,814 | +$497,791,354 | $83.85 | 465 |
| 2024 Q1 | 318,510,171 | $31,077,989,941 | -$836,681,488 | $97.68 | 479 |
| 2023 Q4 | 506,784 | $50,377,149 | -$603,332 | $99.42 | 5 |
| 2023 Q3 | 310,409,526 | $26,267,658,722 | +$1,773,664,510 | $84.37 | 434 |
| 2023 Q2 | 288,875,688 | $26,098,401,810 | -$483,056,412 | $90.31 | 445 |
| 2023 Q1 | 294,366,207 | $26,225,026,834 | -$153,992,713 | $89.11 | 448 |
| 2022 Q4 | 297,931,149 | $27,002,791,195 | +$1,132,406,944 | $90.60 | 450 |
| 2022 Q3 | 284,127,258 | $24,962,350,269 | +$195,582,866 | $87.65 | 432 |
| 2022 Q2 | 279,690,393 | $26,883,919,056 | +$506,912,205 | $96.16 | 460 |
| 2022 Q1 | 274,213,672 | $32,321,295,958 | +$2,295,439,811 | $117.96 | 478 |
| 2021 Q4 | 254,832,110 | $27,477,159,732 | -$945,034,967 | $107.72 | 463 |
| 2021 Q3 | 273,868,494 | $27,502,580,992 | +$144,521,000 | $99.73 | 446 |
| 2021 Q2 | 272,544,927 | $28,087,553,101 | +$110,152,313 | $102.56 | 430 |
| 2021 Q1 | 272,051,263 | $24,502,636,577 | -$53,675,557 | $89.12 | 395 |
| 2020 Q4 | 268,956,443 | $20,483,406,945 | +$919,650,696 | $76.02 | 382 |
| 2020 Q3 | 249,295,974 | $14,586,959,605 | +$660,962,566 | $58.41 | 330 |
| 2020 Q2 | 234,033,026 | $12,393,468,709 | -$1,239,399,488 | $53.05 | 349 |
| 2020 Q1 | 257,756,167 | $12,890,602,805 | +$209,644,056 | $50.26 | 357 |
| 2019 Q4 | 252,359,370 | $19,550,120,066 | -$871,598,555 | $77.50 | 411 |
| 2019 Q3 | 261,139,719 | $19,253,977,545 | +$240,279,840 | $73.74 | 407 |
| 2019 Q2 | 256,717,626 | $19,349,601,184 | +$164,863,950 | $75.45 | 419 |
| 2019 Q1 | 261,101,446 | $19,540,895,459 | -$493,990,806 | $74.82 | 429 |
| 2018 Q4 | 266,584,297 | $17,414,455,213 | -$453,219,162 | $65.35 | 410 |
| 2018 Q3 | 273,741,374 | $22,590,746,397 | +$372,200,717 | $82.52 | 427 |
| 2018 Q2 | 269,426,289 | $20,810,450,274 | -$151,186,825 | $77.26 | 415 |
| 2018 Q1 | 270,951,642 | $20,460,328,722 | -$38,724,361 | $75.57 | 403 |
| 2017 Q4 | 281,022,936 | $22,511,002,175 | +$843,291,572 | $80.02 | 407 |
| 2017 Q3 | 278,666,904 | $21,068,166,200 | +$57,007,158 | $75.71 | 372 |
| 2017 Q2 | 279,097,002 | $20,478,257,538 | -$2,406,481,728 | $73.44 | 374 |
| 2017 Q1 | 311,822,157 | $23,282,472,409 | +$43,041,026 | $74.78 | 397 |
| 2016 Q4 | 295,820,228 | $21,278,107,861 | +$2,232,387 | $71.92 | 379 |
| 2016 Q3 | 288,894,859 | $18,918,220,359 | +$31,353,810 | $65.57 | 356 |
| 2016 Q2 | 308,821,927 | $19,551,136,159 | +$577,230,008 | $63.39 | 357 |
| 2016 Q1 | 297,791,675 | $18,098,139,282 | -$409,948,895 | $60.69 | 342 |
| 2015 Q4 | 308,639,336 | $17,398,792,852 | +$50,867,482 | $56.42 | 334 |
| 2015 Q3 | 307,682,043 | $16,763,657,167 | +$241,588,026 | $54.55 | 332 |
| 2015 Q2 | 302,033,750 | $17,904,830,848 | -$313,762,716 | $59.28 | 333 |
| 2015 Q1 | 309,835,194 | $18,572,073,318 | +$213,666,213 | $59.97 | 333 |
| 2014 Q4 | 310,832,332 | $22,080,020,509 | +$301,552,297 | $70.73 | 363 |
| 2014 Q3 | 303,668,681 | $22,399,627,859 | +$388,459,329 | $73.62 | 349 |
| 2014 Q2 | 298,503,598 | $22,023,853,983 | +$238,121,477 | $73.60 | 354 |
| 2014 Q1 | 296,728,129 | $19,932,053,852 | +$253,489,806 | $67.01 | 343 |