Share ownership Bank of Montreal

BMO

CA0636711016

Banks

Market Closed - Toronto S.E. Other stock markets 04:58:32 2026-05-20 pm EDT			5-day change	1st Jan Change
216.82 ^CAD	+2.32%		+3.72%	+21.64%

May. 20	BMO on The Day Ahead in Canada	MT
May. 20	Canada's Bonds Ignore Better Core CPI to Focus on Oil, Says BMO	MT

Share class: Bank of Montreal

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	706,280,874	706,020,890 ( 99.96 %)	42,560 ( 0.006026 %)	99.96 %

Major shareholders: Bank of Montreal

Name	Equities	%	Valuation
Royal Trust Corporation of Canada 7.486 %	52,868,510	7.486 %	8 041 M $
BMO Bank NA (Investment Management) 3.693 %	26,078,507	3.693 %	3 967 M $
Vanguard Capital Management LLC 2.872 %	20,280,840	2.872 %	3 085 M $
TD Waterhouse Private Investment Counsel, Inc. 2.703 %	19,086,601	2.703 %	2 903 M $
CIBC World Markets, Inc. 1.867 %	13,185,798	1.867 %	2 006 M $
Vanguard Fiduciary Trust Co. 1.841 %	13,002,375	1.841 %	1 978 M $
Fidelity Investments Canada ULC 1.628 %	11,494,233	1.628 %	1 748 M $
National Bank Financial, Inc. 1.524 %	10,760,298	1.524 %	1 637 M $
1832 Asset Management LP 1.359 %	9,599,929	1.359 %	1 460 M $
Mackenzie Financial Corp. 1.215 %	8,582,188	1.215 %	1 305 M $
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Name	Equities	%	Valuation
Franklin ClearBridge Investment Management 0.9644 %	154,300	0.9644 %	3 M $

Name	Equities	%	Valuation
Franklin ClearBridge Investment Management -	6,130,000	-	6 M $
Slater Asset Management, Inc. -	4,770,000	-	5 M $
Russell Investments Canada Ltd. -	1,200,000	-	1 M $
Portico Investment Management -	90,000	-	94 140 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 20.79 %	13,515,000	20.79 %	14 M $
Swisscanto Fondsleitung AG 5.385 %	3,500,000	5.385 %	4 M $
Franklin ClearBridge Investment Management 4.923 %	3,200,000	4.923 %	3 M $
Flaherty & Crumrine, Inc. 1.538 %	1,000,000	1.538 %	1 M $
Russell Investments Canada Ltd. 0.6154 %	400,000	0.6154 %	419 600 $
Portico Investment Management 0.48 %	312,000	0.48 %	327 288 $

Breakdown by shareholder type

Institutional	48.53%
Other	4.43%
The Bank of Nova Scotia	0.71%
Manulife Financial Corp.	0.34%
Governments	0.18%
Zurich Insurance Group AG	0.08%
Individuals	0.04%
Pinnacle Financial Partners, Inc.	0.01%
Rathbones Group Plc	0.01%
Northwest Bancshares, Inc. (Pennsylvania)	0.01%
Unknown	45.65%

Based on 1000 largest holdings

Geographical origin of shareholders

Canada	34.61%
United States	15.02%
United Kingdom	1.33%
Norway	1.16%
Switzerland	0.71%
Australia	0.52%
France	0.27%
Sweden	0.24%
Netherlands	0.1%
South Korea	0.06%
Luxembourg	0.05%
Ireland	0.05%
Denmark	0.04%
Individuals	0.04%
Germany	0.03%
Italy	0.02%
Japan	0.02%
Cayman Islands	0.02%
Finland	0.02%
Hong Kong	0.01%
South Africa	0.01%
Austria	0.01%

Based on 1000 largest holdings

Bank of Montreal (the Bank) is a North American bank. The Bank provides a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services. The Bank serves about 13 million customers across North America, and in select markets globally, through three integrated operating groups: Personal and Commercial Banking (P&C), BMO Wealth Management and BMO Capital Markets. The P&C operating group represents the sum of its two retail and commercial operating segments, Canadian Personal and Commercial Banking (Canadian P&C) and U.S. Personal and Commercial Banking (U.S. P&C). BMO Wealth Management serves a full range of clients, from individuals and families to business owners and institutions, offering a wide spectrum of wealth, asset management and insurance products and services. BMO Capital Markets offers a comprehensive range of products and services to corporate, institutional and government clients.

Employees

53,234

Sector

Banks

Calendar

May. 26 - Earnings release - Q2 2026

More about the company