Share ownership Bank of Montreal

BMO

CA0636711016

Banks

Market Closed - Toronto S.E. Other stock markets 04:00:00 2025-05-21 pm EDT			5-day change	1st Jan Change
143.34 ^CAD	-0.53%		+0.12%	+2.72%

May. 21	Canadian lender RBC sets up new AI team for capital markets unit	RE
May. 21	Canadian lender RBC sets up new AI team for capital markets unit	RE

Share class: Bank of Montreal

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	730,008,469	729,375,794 ( 99.91 %)	55,172 ( 0.007558 %)	99.91 %

Major shareholders: Bank of Montreal

Name	Equities	%	Valuation
Royal Trust Corp. of Canada 7.965 %	58,045,502	7.965 %	5 542 M $
Vanguard Fiduciary Trust Co. 4.253 %	30,997,776	4.253 %	2 960 M $
BMO Bank NA (Investment Management) 3.934 %	28,673,051	3.934 %	2 738 M $
TD Waterhouse Private Investment Counsel, Inc. 2.374 %	17,301,762	2.374 %	1 652 M $
CIBC World Markets, Inc. 2.345 %	17,087,920	2.345 %	1 632 M $
National Bank Financial, Inc. 1.789 %	13,036,781	1.789 %	1 245 M $
Norges Bank (13F) 1.436 %	10,464,521	1.436 %	999 M $
Mackenzie Financial Corp. 1.395 %	10,169,333	1.395 %	971 M $
The Bank of Nova Scotia 1.154 %	8,409,367	1.154 %	803 M $
TD Securities, Inc. 1.115 %	8,123,939	1.115 %	776 M $
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Name	Equities	%	Valuation
Franklin Bissett Investment Management 0.985 %	157,600	0.985 %	3 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. -	7,315,000	-	8 M $
Franklin Bissett Investment Management -	4,570,000	-	5 M $
Portico Investment Management -	90,000	-	93 330 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 11.73 %	7,625,000	11.73 %	8 M $
Swisscanto Fondsleitung AG 4.615 %	3,000,000	4.615 %	3 M $
Franklin Bissett Investment Management 3.692 %	2,400,000	3.692 %	2 M $
Flaherty & Crumrine, Inc. 1.538 %	1,000,000	1.538 %	1 M $
Russell Investments Canada Ltd. 0.6154 %	400,000	0.6154 %	411 600 $
Portico Investment Management 0.48 %	312,000	0.48 %	321 048 $

Breakdown by shareholder type

Institutional	43.22%
Other	4.04%
The Bank of Nova Scotia	1.15%
Manulife Financial Corp.	0.83%
Governments	0.29%
Individuals	0.04%
Pinnacle Financial Partners, Inc.	0.02%
Northwest Bancshares, Inc. (Pennsylvania)	0.01%
Rathbones Group Plc	0.01%
Zions Bancorporation NA	0.01%
Skandinaviska Enskilda Banken AB	0.01%
Unknown	50.37%

Based on 1000 largest holdings

Geographical origin of shareholders

Canada	31.11%
United States	14.11%
Norway	1.48%
United Kingdom	1.34%
Australia	0.49%
Switzerland	0.29%
Sweden	0.22%
Hong Kong	0.1%
Netherlands	0.08%
France	0.07%
South Korea	0.06%
Individuals	0.04%
Ireland	0.04%
Italy	0.04%
Finland	0.04%
Germany	0.03%
Denmark	0.03%
Japan	0.02%
Luxembourg	0.02%
Austria	0.01%
South Africa	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

53,597

Sector

Banks

Calendar

May. 28 - Q2 2025 Earnings Release

More about the company