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Equity Distribution for BANK OF MONTREAL
Ticker BMO
FIGI BBG000DLY9B9
CUSIP 063671101
Sector Financials
Equity Type Common Stock
No. Companies Holding this Equity 437 / 6.4%
Percentage held by institutional investors 40.7%

About

The Bank of Montreal (BMO, pronounced ; French: Banque de Montréal) is a Canadian multinational investment bank and financial services company. The bank was founded in Montreal, Quebec, in 1817 as Montreal Bank, making it Canada's oldest bank. In 2023, the company’s seat in Forbes Global 2000 was 84. Its head office is in Montreal and its operational headquarters and executive offices are located in Toronto, Ontario since 1977. It is commonly known by its ticker symbol BMO on both the Toronto Stock Exchange and the New York Stock Exchange. In Feb 2024, it had CA$1.29 Trillion in total assets. Wikipedia

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Percentage held by institutional investors

< 0.1‰ 0.1‰ 1.0‰ 10.0‰ 0.1% 1.0% > 1.0%

Top Institutional Holders for BANK OF MONTREAL

Holder Number of Shares Ownership Percentage
VANGUARD GROUP INC 29323881 4.1%
BANK OF MONTREAL /CAN/ 27335619 3.8%
TD ASSET MANAGEMENT INC 18712589 2.6%
CIBC WORLD MARKET INC. 17434305 2.5%
NATIONAL BANK OF CANADA /FI/ 14761836 2.1%
BANK OF NOVA SCOTIA 12114641 1.7%
MACKENZIE FINANCIAL CORP 11415977 1.6%
TORONTO DOMINION BANK 10277845 1.4%
FIL Ltd 9550708 1.3%
NORGES BANK 8635939 1.2%
CIBC Asset Management Inc 8160044 1.1%
1832 Asset Management L.P. 7312320 1.0%
Beutel, Goodman & Co Ltd. 5648643 0.8%
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 5419567 0.8%
Legal & General Group Plc 5354904 0.8%
Jarislowsky, Fraser Ltd 5239662 0.7%
Federation des caisses Desjardins du Quebec 4927693 0.7%
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 4851629 0.7%
MANUFACTURERS LIFE INSURANCE COMPANY, THE 4678400 0.7%
FMR LLC 4420924 0.6%
BANK OF AMERICA CORP /DE/ 4406138 0.6%
DIMENSIONAL FUND ADVISORS LP 3519277 0.5%
SCOTIA CAPITAL INC. 3419582 0.5%
Connor, Clark & Lunn Investment Management Ltd. 3266394 0.5%
JPMORGAN CHASE & CO 3183213 0.4%
GEODE CAPITAL MANAGEMENT, LLC 3014383 0.4%
GOLDMAN SACHS GROUP INC 2878674 0.4%
GUARDIAN CAPITAL LP 2565324 0.4%
CANADA PENSION PLAN INVESTMENT BOARD 2562628 0.4%
TD Waterhouse Canada Inc. 2280161 0.3%
Alberta Investment Management Corp 2074879 0.3%
LETKO, BROSSEAU & ASSOCIATES INC 1944266 0.3%
AGF MANAGEMENT LTD 1799287 0.3%
MORGAN STANLEY 1787554 0.3%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1745422 0.2%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1629370 0.2%
Nuveen Asset Management, LLC 1581195 0.2%
Cardinal Capital Management, Inc. 1238472 0.2%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1175163 0.2%
Aviso Financial Inc. 1027872 0.1%
Clearbridge Investments, LLC 1020683 0.1%
Invesco Ltd. 1001257 0.1%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 965001 0.1%
TWO SIGMA INVESTMENTS, LP 962231 0.1%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 935625 0.1%
Addenda Capital Inc. 861287 0.1%
DEUTSCHE BANK AG\ 831824 0.1%
Value Partners Investments Inc. 758157 0.1%
Capital Research Global Investors 747581 0.1%
Bank of New York Mellon Corp 686725 0.1%
Capital International Investors 618842 0.1%
Amundi 602882 0.1%
BlackRock, Inc. 601456 0.1%
BlackRock Finance, Inc. 598593 0.1%
FIRST TRUST ADVISORS LP 545814 0.1%
CANADA LIFE ASSURANCE Co 480066 0.1%
MUFG Securities EMEA plc 474999 0.1%
BANK OF NOVA SCOTIA TRUST CO 467930 0.1%
Korea Investment CORP 435190 0.1%
State of Tennessee, Department of Treasury 418328 0.1%
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410308 0.1%
MUFG SECURITIES (CANADA), LTD. 385993 0.1%
GUARDIAN CAPITAL ADVISORS LP 365108 0.1%
CITADEL ADVISORS LLC 350572 49.3‰
INTACT INVESTMENT MANAGEMENT INC. 340111 47.9‰
AVIVA PLC 335456 47.2‰
FRANKLIN RESOURCES INC 320689 45.1‰
JANE STREET GROUP, LLC 319981 45.0‰
Pictet Asset Management Holding SA 314383 44.2‰
NORTHERN TRUST CORP 311203 43.8‰
UBS Group AG 280214 39.4‰
TWO SIGMA ADVISERS, LP 273398 38.5‰
Zurcher Kantonalbank (Zurich Cantonalbank) 264432 37.2‰
CIDEL ASSET MANAGEMENT INC 252895 35.6‰
Rempart Asset Management Inc. 223993 31.5‰
OMERS ADMINISTRATION Corp 219955 31.0‰
Scheer, Rowlett & Associates Investment Management Ltd. 205577 28.9‰
PINNACLE FINANCIAL PARTNERS INC 177114 24.9‰
Russell Investments Group, Ltd. 175769 24.7‰
Mn Services Vermogensbeheer B.V. 166500 23.4‰
AMERICAN CENTURY COMPANIES INC 164531 23.2‰
Capital International, Inc./CA/ 161857 22.8‰
Burgundy Asset Management Ltd. 160000 22.5‰
VAN ECK ASSOCIATES CORP 154641 21.8‰
CITIGROUP INC 154356 21.7‰
DekaBank Deutsche Girozentrale 152263 21.4‰
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 144632 20.4‰
Northwest & Ethical Investments L.P. 144108 20.3‰
STIFEL FINANCIAL CORP 142736 20.1‰
Neuberger Berman Group LLC 133430 18.8‰
Vontobel Holding Ltd. 133124 18.7‰
Waratah Capital Advisors Ltd. 129662 18.2‰
SIG North Trading, ULC 127817 18.0‰
Investment Management Corp of Ontario 127187 17.9‰
Fiera Capital Corp 124411 17.5‰
K.J. Harrison & Partners Inc 119413 16.8‰
AMF Tjanstepension AB 114887 16.2‰
AXA S.A. 113992 16.0‰
USS Investment Management Ltd 109005 15.3‰
ST GERMAIN D J CO INC 106211 14.9‰