Bank of Montreal (NYSE:BMO)
| 96.60 BATS BZX Real-Time Price As of 2:01pm ET |  +0.43 / +0.45%Today’s Change | 93.43 Today|||52-Week Range 122.77 | -10.32% Year-to-Date |
Institutional investors control 45.03% of the outstanding shares in BMO. This represents a greater percentage of ownership than at almost any other company in the Major Banks industry. Additionally, during the quarter ended April 2019, these large investors purchased a net $18.5 million shares.
| Mutual fund holders | 26.25% |
| Other institutional | 18.78% |
| Individual stakeholders | 0.00% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 3/31/2022 | FIDELITY INVESTMENTS CANADA ULC Bought 7.8 Million shares of Bank of Montreal |
| 3/31/2022 | RBC GLOBAL ASSET MANAGEMENT, INC... Bought 3.4 Million shares of Bank of Montreal |
| 3/31/2022 | VANGUARD GLOBAL ADVISERS LLC Bought 2.4 Million shares of Bank of Montreal |
Top 10 Owners of Bank of Montreal
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| RBC Global Asset Management, Inc. | 6.48% | 43,512,073 | 4,738,029,629 | +3,433,845 | +8.57% |
| 1832 Asset Management LP | 3.36% | 22,581,031 | 2,458,848,466 | +1,732,114 | +8.31% |
| TD Asset Management, Inc. | 3.15% | 21,179,973 | 2,306,287,260 | -393,596 | -1.82% |
| The Vanguard Group, Inc. | 2.27% | 15,259,226 | 1,661,577,119 | -1,533,980 | -9.13% |
| RBC Dominion Securities, Inc. (In... | 2.18% | 14,657,165 | 1,596,018,697 | +214,665 | +1.49% |
| BMO Asset Management, Inc. | 1.80% | 12,075,661 | 1,314,918,726 | -106,621 | -0.88% |
| Mackenzie Financial Corp. | 1.70% | 11,425,357 | 1,244,107,124 | +1,690,617 | +17.37% |
| CIBC World Markets, Inc. | 1.68% | 11,296,665 | 1,230,093,852 | -604,881 | -5.08% |
| Fidelity Investments Canada ULC | 1.27% | 8,509,970 | 926,650,633 | +7,839,528 | +1,169.31% |
| BMO Asset Management Corp. | 1.25% | 8,395,219 | 914,155,397 | +596,498 | +7.65% |
Top 10 Mutual Funds Holding Bank of Montreal
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total International Stoc... | 1.29% | 8,675,055 | 944,626,739 | +64,381 | +0.75% |
| Caisse de Dépôt & Placement du Qu... | 1.10% | 7,354,776 | 800,861,559 | +7,354,776 | -- |
| RBC Canadian Dividend Fund | 0.95% | 6,355,200 | 692,017,728 | 0 | 0.00% |
| Government Pension Fund - Global ... | 0.90% | 6,045,406 | 658,284,259 | -1,117,414 | -15.60% |
| Vanguard Developed Markets Index ... | 0.72% | 4,851,862 | 528,319,253 | +48,090 | +1.00% |
| TD Dividend Growth Fund | 0.68% | 4,530,800 | 493,358,812 | +158,000 | +3.61% |
| BMO Equal Weight Banks Index ETF | 0.52% | 3,517,549 | 383,025,911 | +4,580 | +0.13% |
| iShares S&P/TSX 60 Index ETF | 0.51% | 3,449,428 | 375,608,215 | +2,417 | +0.07% |
| TD Monthly Income Fund | 0.43% | 2,863,700 | 311,828,293 | -89,100 | -3.02% |
| Fidelity Inv. Trust - Series Cana... | 0.39% | 2,634,800 | 286,903,372 | +38,100 | +1.47% |