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
-$638,768,924
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% $3,756,223,914 +$69,313,008 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 -$6,534,021 12,979% 24
2025 Q3 341,122,037 $44,509,487,060 -$638,768,924 13,025% 568
2025 Q2 347,623,907 $38,546,652,795 +$1,455,469,546 11,063% 556
2025 Q1 334,050,749 $31,942,309,444 -$687,779,602 9,551% 544
2024 Q4 342,146,044 $33,209,445,158 +$1,528,809,613 9,705% 516
2024 Q3 326,492,933 $29,484,676,529 -$2,096,091,143 9,020% 464
2024 Q2 349,681,717 $29,353,554,814 +$497,791,354 8,385.01% 465
2024 Q1 318,510,171 $31,077,989,941 -$836,681,488 9,768% 479
2023 Q4 506,784 $50,377,149 -$603,332 9,942.37% 5
2023 Q3 310,409,526 $26,267,658,722 +$1,773,664,510 8,437% 434
2023 Q2 288,875,688 $26,098,401,810 -$483,056,412 9,031% 445
2023 Q1 294,366,207 $26,225,026,834 -$153,992,713 8,911% 448
2022 Q4 297,931,149 $27,002,791,195 +$1,132,406,944 9,060% 450
2022 Q3 284,127,258 $24,962,350,269 +$195,582,866 8,764.77% 432
2022 Q2 279,690,393 $26,883,919,056 +$506,912,205 9,616.38% 460
2022 Q1 274,213,672 $32,321,295,958 +$2,295,439,811 11,795.98% 478
2021 Q4 254,832,110 $27,477,159,732 -$945,034,967 10,772% 463
2021 Q3 273,868,494 $27,502,580,992 +$144,521,000 9,973.05% 446
2021 Q2 272,544,927 $28,087,553,101 +$110,152,313 10,255.96% 430
2021 Q1 272,051,263 $24,502,636,577 -$53,675,557 8,912% 395
2020 Q4 268,956,443 $20,483,406,945 +$919,650,696 7,602.31% 382
2020 Q3 249,295,974 $14,586,959,605 +$660,962,566 5,841% 330
2020 Q2 234,033,026 $12,393,468,709 -$1,239,399,488 5,305.01% 349
2020 Q1 257,756,167 $12,890,602,805 +$209,644,056 5,025.79% 357
2019 Q4 252,359,370 $19,550,120,066 -$871,598,555 7,750.09% 411
2019 Q3 261,139,719 $19,253,977,545 +$240,279,840 7,374.47% 407
2019 Q2 256,717,626 $19,349,601,184 +$164,863,950 7,545.31% 419
2019 Q1 261,101,446 $19,540,895,459 -$493,990,806 7,482.31% 429
2018 Q4 266,584,297 $17,414,455,213 -$453,219,162 6,534.72% 410
2018 Q3 273,741,374 $22,590,746,397 +$372,200,717 8,251.51% 427
2018 Q2 269,426,289 $20,810,450,274 -$151,186,825 7,725.96% 415
2018 Q1 270,951,642 $20,460,328,722 -$38,724,361 7,556.7% 403
2017 Q4 281,022,936 $22,511,002,175 +$843,291,572 8,002.01% 407
2017 Q3 278,666,904 $21,068,166,200 +$57,007,158 7,570.58% 372
2017 Q2 279,097,002 $20,478,257,538 -$2,406,481,728 7,343.75% 374
2017 Q1 311,822,157 $23,282,472,409 +$43,041,026 7,478% 397
2016 Q4 295,820,228 $21,278,107,861 +$2,232,387 7,192% 379
2016 Q3 288,894,859 $18,918,220,359 +$31,353,810 6,556.69% 356
2016 Q2 308,821,927 $19,551,136,159 +$577,230,008 6,338.89% 357
2016 Q1 297,791,675 $18,098,139,282 -$409,948,895 6,069.21% 342
2015 Q4 308,639,336 $17,398,792,852 +$50,867,482 5,641.63% 334
2015 Q3 307,682,043 $16,763,657,167 +$241,588,026 5,454.55% 332
2015 Q2 302,033,750 $17,904,830,848 -$313,762,716 5,928% 333
2015 Q1 309,835,194 $18,572,073,318 +$213,666,213 5,996.7% 333
2014 Q4 310,832,332 $22,080,020,509 +$301,552,297 7,073.04% 363
2014 Q3 303,668,681 $22,399,627,859 +$388,459,329 7,362% 349
2014 Q2 298,503,598 $22,023,853,983 +$238,121,477 7,359.78% 354
2014 Q1 296,728,129 $19,932,053,852 +$253,489,806 6,700.8% 343