Across its top 20 institutional holders, BMO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 29/100).

Quarterly Activity

Recent Activity

+$21.5B

Total Buy Value

$22.0B

Total Sell Value

New buy66

Trim217

Add209

Sold out47

275

Net Buyers

264

Net Sellers

Smart Money Convergence

BMO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/BMO

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

063671101, 63671101

FAQ

Who are the top institutional investors holding BANK OF MONTREAL (BMO)?

Major stakeholders currently include Royal Bank Of Canada ($7.9B), Bank Of Montreal /can/ ($3.9B), Vanguard Capital Management LLC ($2.7B). Based on the latest 13F filings, there are a total of 643 tracked investment funds and institutions maintaining positions in BMO.

What is the overall institutional sentiment toward BMO recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.9B, driven by 275 managers accumulating shares while 264 reduced their exposure.

Which institutions have been selling or reducing their BMO positions?

In the latest period, 217 funds trimmed their holdings, and 47 managers completely exited their positions. The aggregate reported sell value was $22.0B.

Are there any notable investors adding BMO to their portfolios?

Yes, buying activity remains notable. 66 institutions opened new positions in {ticker}, and 209 existing holders added to their shares. The total reported buy value for the quarter amounted to $21.5B.

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Developer Access

Access BMO's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/BMO

CLI

npx alphasmo stocks get BMO

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