Share ownership Bank of Montreal

BMO

CA0636711016

Banks

Market Closed - Toronto S.E. Other stock markets 16:00:00 2025-12-05 EST			5-day change	1st Jan Change
178.24 ^CAD	+0.80%		+0.75%	+27.72%

12-05	BMO Expects Canada to Shed Jobs in November, Sees BoC Holding Rates Next Week	MT
12-04	TSX Closer: Sets Fresh Record Close On Improved Commodity Prices and Optimism Around Economy	MT

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 9.199 %	65,898,965	9.199 %	8 183 M $
Vanguard Fiduciary Trust Co. 4.515 %	32,343,957	4.515 %	4 016 M $
BMO Bank NA (Investment Management) 3.712 %	26,591,514	3.712 %	3 302 M $
TD Waterhouse Private Investment Counsel, Inc. 2.663 %	19,079,026	2.663 %	2 369 M $
CIBC World Markets, Inc. 1.737 %	12,444,855	1.737 %	1 545 M $
National Bank Financial, Inc. 1.571 %	11,252,157	1.571 %	1 397 M $
Norges Bank (13F) 1.491 %	10,679,880	1.491 %	1 326 M $
Mackenzie Financial Corp. 1.328 %	9,516,315	1.328 %	1 182 M $
Fidelity Investments Canada ULC 1.145 %	8,199,662	1.145 %	1 018 M $
Fidelity Management & Research Co. LLC 1.131 %	8,098,672	1.131 %	1 006 M $
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Name	Equities	%	Valuation
Franklin Bissett Investment Management 0.8706 %	139,300	0.8706 %	3 M $

Name	Equities	%	Valuation
Slater Asset Management, Inc. -	7,820,000	-	8 M $
Franklin Bissett Investment Management -	5,620,000	-	6 M $
Russell Investments Canada Ltd. -	1,200,000	-	1 M $
Portico Investment Management -	90,000	-	95 580 $

Name	Equities	%	Valuation
Slater Asset Management, Inc. 12.48 %	8,115,000	12.48 %	9 M $
Swisscanto Fondsleitung AG 4.615 %	3,000,000	4.615 %	3 M $
Franklin Bissett Investment Management 3.846 %	2,500,000	3.846 %	3 M $
Flaherty & Crumrine, Inc. 1.538 %	1,000,000	1.538 %	1 M $
Russell Investments Canada Ltd. 0.6154 %	400,000	0.6154 %	426 000 $
Portico Investment Management 0.48 %	312,000	0.48 %	332 280 $

Breakdown by shareholder type

Institutional	49.43%
Other	4.47%
The Bank of Nova Scotia	0.89%
Manulife Financial Corp.	0.41%
Governments	0.06%
Individuals	0.04%
Skandinaviska Enskilda Banken AB	0.02%
Pinnacle Financial Partners, Inc.	0.02%
Rathbones Group Plc	0.01%
Northwest Bancshares, Inc. (Pennsylvania)	0.01%
Zions Bancorporation NA	0.01%
Unknown	44.63%

Based on 1000 largest holdings

Geographical origin of shareholders

Canada	34.87%
United States	15.65%
Norway	1.54%
United Kingdom	1.36%
Switzerland	0.56%
Australia	0.49%
Sweden	0.21%
France	0.2%
Ireland	0.11%
Netherlands	0.08%
South Korea	0.06%
Luxembourg	0.05%
Individuals	0.04%
Finland	0.04%
Italy	0.02%
Germany	0.02%
Japan	0.02%
Denmark	0.01%
South Africa	0.01%
Hong Kong	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

03-02 - Q1 2026 Earnings Release (Projected)

More about the company