Security Name: BANK OF MONTREAL
Ticker: BMO
Security Type: EQU
Exchange: US
CUSIP: 063671101

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $29.47B - 466 -
2024-09-30 $30.01B +1.8% 462 -0.9%
2024-12-31 $31.80B +6.0% 426 -7.8%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
CANERECTOR INC $23.9M 125K 11.6%
GUARDIAN CAPITAL LP $208.8M 2,151K 7.8%
SIG NORTH TRADING, ULC $174.3M 1,795K 5.8%
BANK OF NOVA SCOTIA TRUST CO $48.9M 503K 5.2%
AVISO FINANCIAL INC. $99.8M 1,027K 5.0%
SPARTAN FUND MANAGEMENT INC. $1.4M 14K 4.6%
MUFG SECURITIES , LTD. $108.1M 1,114K 3.9%
JARISLOWSKY, FRASER LTD $651.3M 6,711K 3.8%
GUARDIAN PARTNERS INC. $37.1M 377K 3.8%
LETKO, BROSSEAU & ASSOCIATES INC $182.3M 1,878K 3.5%
DORCHESTER WEALTH MANAGEMENT CO $17.7M 183K 3.5%
BEUTEL, GOODMAN & CO LTD. $642.0M 6,616K 3.5%
VALUE PARTNERS INVESTMENTS INC. $7.9M 56K 3.1%
INTACT INVESTMENT MANAGEMENT INC. $77.4M 797K 2.7%
SIG NORTH TRADING, ULC $76.7M 790K 2.5%
SCHEER, ROWLETT & ASSOCIATES INVESTMENT MANAGEMENT LTD. $34.6M 356K 2.5%
FEDERATION DES CAISSES DESJARDINS DU QUEBEC $476.4M 4,927K 2.4%
TD WATERHOUSE CANADA INC. $256.7M 2,653K 2.1%
HILLSDALE INVESTMENT MANAGEMENT INC. $40.2M 415K 2.0%
CIBC ASSET MANAGEMENT INC $620.9M 6,371K 2.0%
TORONTO DOMINION BANK $1244.3M 12,833K 2.0%
LORNE STEINBERG WEALTH MANAGEMENT INC. $6.7M 68K 1.9%
SCOTIA CAPITAL INC. $338.4M 3,493K 1.8%
MACKENZIE FINANCIAL CORP $1112.9M 12,215K 1.6%
BANK OF NOVA SCOTIA $864.6M 8,907K 1.6%

Similar Securities

Ticker Exchange Security Similarity Score Common Holders Total Holders
BNS US BANK OF NOVA SCOTIA 0.079 28 353
CM US CAN IMPERIAL BK OF COMMERCE 0.070 26 374
TU US TELUS CORP 0.065 16 246
TD US TORONTO-DOMINION BANK 0.060 29 481
RCI US ROGERS COMMUNICATIONS INC-B 0.056 13 231
SLF US SUN LIFE FINANCIAL INC 0.053 19 356
BBU US BROOKFIELD BUSINESS PT-UNIT 0.053 3 57
RY US ROYAL BANK OF CANADA 0.051 31 602
TRP US TC ENERGY CORP 0.048 23 478
MFC US MANULIFE FINANCIAL CORP 0.048 26 541
GIB US CGI INC 0.047 14 300
QSR US RESTAURANT BRANDS INTERN 0.041 15 366
OTEX US OPEN TEXT CORP 0.040 10 253
BN US BROOKFIELD CORP 0.039 25 637
CNI US CANADIAN NATL RAILWAY CO 0.039 26 670
SU US SUNCOR ENERGY INC 0.037 20 537
CNQ US CANADIAN NATURAL RESOURCES 0.037 19 515
GRP/U US GRANITE REAL ESTATE INVESTME 0.036 3 84
FTS US FORTIS INC 0.035 9 256
MGA US MAGNA INTERNATIONAL INC 0.034 11 324
PBA US PEMBINA PIPELINE CORP 0.033 11 335
EFXT US ENERFLEX LTD 0.033 3 92
BCE US BCE INC 0.031 11 353
CAE US CAE INC 0.030 6 202
TRI US THOMSON REUTERS CORP 0.028 11 393
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us