Bank of Montreal
BMO
162.59
+1.89
+1.18%
Bank of Montreal
US · BMO
#165 by market cap
Listed 1970
162.59
+1.89
+1.18%
Live - 5344 symbols - heartbeat 87s ago
· 2026-10-09 19:30
✦ Quant Ownership Signal how this is computed
Accumulating
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership rose 0.4 percentage points.
Institutional ownership
- Held by institutions
- 51.42% +0.39pp
- Institutions
- 844 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
AlignedInstitutions added shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two line up.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund34.87%
Public Company7.49%
Private Company3.41%
Government Pension Fund3.33%
Sovereign Wealth Fund1.33%
Hedge Fund0.67%
Family Office/Trust0.13%
Corporate Pension Plan0.10%
Other48.62%
Top holders as of 2026-06-30
BMO Asset Management
4.03% · 28.05M sh
Vanguard Capital Management, LLC
3.85% · 26.74M sh
RBC Global Asset Management Inc.
2.76% · 19.20M sh
Royal Bank of Canada
2.37% · 16.46M sh
TD Asset Management
2.19% · 15.23M sh
Other
84.80%
RBC Dominion Securities Inc.
2.16% · 15.04M sh
Canadian Imperial Bank of Commerce
1.79% · 12.41M sh
Fidelity International Ltd
1.77% · 12.33M sh
The Toronto-Dominion Bank
1.72% · 11.98M sh
National Bank Investments Inc.
1.50% · 10.41M sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
9 filings tracked · 8 buys · 1 sells
| Name | Role | Stake |
|---|---|---|
| William White | Chief Executive Officer | 0.01% |
| Steve Tennyson | Chief Technology & Operations Officer | 0.00% |
| Sharon Haward-Laird | General Counsel | 0.00% |
| Deland Kamanga | Group Head of BMO Wealth Management | 0.00% |
| Mona Malone | Chief Human Resources Officer and Head of People & Culture | 0.00% |
| Darrel Hackett | Chief Executive Officer of BMO Financial Corp | 0.00% |
| Alan Tannenbaum | CEO & Group Head of BMO Capital Markets | 0.00% |
| Nandita Bakhshi | -- | -- |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-01 | Deland Kamanga | Group Head of BMO Wealth Management | Derivative Exercise and Sale | -18,128 | $70.19–171.71 |
| 2026-04-14 | Nandita Bakhshi | -- | Other Derivative Acquisition | +318 | -- |
| 2025-12-30 | William White | Chief Executive Officer | Acquisition Under Employee Benef | +50 | $114.10 |
| 2025-12-30 | Alan Tannenbaum | CEO & Group Head of BMO Capital Markets | Acquisition Under Employee Benef | +16 | $113.63 |
| 2025-12-30 | Darrel Hackett | Chief Executive Officer of BMO Financial Corp | Acquisition Under Employee Benef | +400 | $100.92–113.63 |
| 2025-12-30 | Sharon Haward-Laird | General Counsel | Acquisition Under Employee Benef | +168 | $114.18 |
| 2025-12-30 | Steve Tennyson | Chief Technology & Operations Officer | Acquisition Under Employee Benef | +108 | $114.02 |
| 2025-12-30 | Deland Kamanga | Group Head of BMO Wealth Management | Acquisition Under Employee Benef | +150 | $112.83 |
| 2025-12-30 | Mona Malone | Chief Human Resources Officer and Head of People & Culture | Acquisition Under Employee Benef | +38 | $112.68 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-09 19:30:06 · For reference only, not investment advice and not tailored to your situation.
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